Funds holding U-Haul Holding Co
245 funds declare a position · 66 ETFs and 179 other funds · 1.5B $· 31.9M SEK · US0235865062
Other lines from the same issuer : U-Haul Holding Co (US0235861004)
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 101 | First Foundation Total Return Fund ADVISORS' INNER CIRCLE III | 27,126 | 1.2M $ | 1.82 % | as of Mar 31, 2026 · Original filing |
| 102 | iShares Russell 3000 ETF iShares Trust | 27,038 | 1.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 103 | Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 25,822 | 1.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 104 | Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 25,697 | 1.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 105 | Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB | 25,500 | 10.9M SEK | 0.04 % | as of Mar 31, 2026 · Original filing |
| 106 | Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 25,323 | 1.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 107 | Storebrand Global All Countries Storebrand Asset Management AS | 22,866 | 9.7M SEK | 0.02 % | as of Mar 31, 2026 · Original filing |
| 108 | VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 22,172 | 1M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 109 | Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 21,923 | 1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 110 | Nuveen Large Cap Growth Index Fund TIAA-CREF Funds | 21,801 | 1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 111 | Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 20,843 | 994K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 112 | First Trust Mid Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 20,383 | 972.1K $ | 0.45 % | as of Apr 30, 2026 · Original filing |
| 113 | AMG Yacktman Special Opportunities Fund AMG Funds | 20,000 | 893.4K $ | 3.37 % | as of Mar 31, 2026 · Original filing |
| 114 | iShares U.S. Consumer Discretionary ETF iShares Trust | 19,762 | 942.4K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 115 | JNL/DFA U.S. Small Cap Fund JNL Series Trust | 18,877 | 843.2K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 116 | VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 17,650 | 832.4K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 117 | iShares Russell Mid-Cap Index Fund BlackRock Funds | 17,403 | 829.9K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 118 | VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS | 16,808 | 750.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 119 | iShares Morningstar Small-Cap Growth ETF iShares Trust | 16,667 | 794.8K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 120 | iShares ESG MSCI KLD 400 ETF iShares Trust | 16,213 | 773.2K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 121 | Scharf Multi-Asset Opportunity Fund Advisors Series Trust | 16,142 | 721.1K $ | 1.49 % | as of Mar 31, 2026 · Original filing |
| 122 | Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 16,110 | 759.7K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 123 | Dimensional VA U.S. Large Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 16,075 | 766.6K $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 124 | Avantis U.S. Mid Cap Value ETF American Century ETF Trust | 15,892 | 749.5K $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| 125 | iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 15,662 | 746.9K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 126 | SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 15,300 | 721.5K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 127 | Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 15,150 | 722.5K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 128 | BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust | 14,957 | 713.3K $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| 129 | Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust | 14,602 | 696.4K $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| 130 | U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 14,140 | 674.3K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 131 | VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS | 13,300 | 594.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 132 | Hotchkis and Wiley Global Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 12,915 | 576.9K $ | 1.66 % | as of Mar 31, 2026 · Original filing |
| 133 | EQ/Common Stock Index Portfolio EQ Advisors Trust | 12,600 | 562.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 134 | T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 12,554 | 560.8K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 135 | Victory Extended Market Index Fund Victory Portfolios III | 12,408 | 591.7K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 136 | Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 12,348 | 588.9K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 137 | SA U.S. Value Fund SA FUNDS INVESTMENT TRUST | 11,881 | 530.7K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 138 | Storebrand USA Storebrand Asset Management AS | 11,159 | 4.7M SEK | 0.01 % | as of Mar 31, 2026 · Original filing |
| 139 | Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 11,118 | 524.3K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 140 | Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust | 10,678 | 477K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 141 | LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 10,463 | 467.4K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 142 | SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 9,522 | 425.3K $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 143 | JNL/Mellon Industrials Sector Fund JNL Series Trust | 9,370 | 418.6K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 144 | Fidelity Mid Cap Value K6 Fund Fidelity Devonshire Trust | 9,369 | 446.8K $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| 145 | Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 9,368 | 418.5K $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| 146 | iShares Morningstar Small-Cap Value ETF iShares Trust | 9,359 | 446.3K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 147 | SPP Generation 60-tal Storebrand Asset Management AS | 9,054 | 3.9M SEK | 0.01 % | as of Mar 31, 2026 · Original filing |
| 148 | iShares MSCI World Small-Cap ETF iShares Trust | 8,515 | 401.6K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 149 | Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II | 8,403 | 396.3K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 150 | VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 8,402 | 396.2K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 151 | T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 8,362 | 373.5K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 152 | Venerable Mid Cap Index Fund Venerable Variable Insurance Trust | 8,186 | 365.7K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 153 | Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 7,649 | 341.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 154 | Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST | 7,635 | 360.1K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 155 | JNL/DFA U.S. Core Equity Fund JNL Series Trust | 7,076 | 316.1K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 156 | JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust | 7,045 | 314.7K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 157 | JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust | 6,895 | 308K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 158 | iShares Total U.S. Stock Market Index Fund BlackRock Funds | 6,558 | 312.8K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 159 | LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 6,494 | 290.1K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 160 | VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 6,343 | 283.3K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 161 | Schwab U.S. Large-Cap Growth Index Fund SCHWAB CAPITAL TRUST | 6,334 | 302.1K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 162 | SPP Generation 70-tal Storebrand Asset Management AS | 5,631 | 2.4M SEK | 0.01 % | as of Mar 31, 2026 · Original filing |
| 163 | Transamerica Small Cap Value TRANSAMERICA FUNDS | 5,500 | 262.3K $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| 164 | AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 5,327 | 238K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 165 | Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 5,050 | 225.6K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 166 | EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust | 4,626 | 206.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 167 | Avantis U.S. Mid Cap Equity ETF American Century ETF Trust | 4,603 | 217.1K $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| 168 | Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 4,328 | 204.1K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 169 | State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF SPDR SERIES TRUST | 4,276 | 191K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 170 | iShares Morningstar Small-Cap ETF iShares Trust | 4,258 | 203.1K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 171 | iShares Dow Jones U.S. ETF iShares Trust | 4,227 | 201.6K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 172 | FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 4,158 | 198.3K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 173 | Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 3,962 | 186.8K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 174 | First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 3,933 | 187.6K $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| 175 | John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust | 3,828 | 171K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 176 | EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust | 3,751 | 167.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 177 | Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 3,719 | 175.4K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 178 | AST Small-Cap Equity Portfolio Advanced Series Trust | 3,691 | 164.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 179 | Avantis U.S. Equity Fund American Century ETF Trust | 3,653 | 172.3K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 180 | SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 3,600 | 169.8K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 181 | Avantis U.S. Large Cap Value Fund American Century ETF Trust | 3,462 | 163.3K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 182 | EQ/Large Cap Growth Index Portfolio EQ Advisors Trust | 3,443 | 153.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 183 | Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II | 3,429 | 161.7K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 184 | Fidelity Series Large Cap Growth Index Fund Fidelity Salem Street Trust | 3,148 | 150.1K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 185 | Column Mid Cap Fund Trust for Professional Managers | 3,142 | 148.2K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 186 | Total Stock Market Index Trust John Hancock Variable Insurance Trust | 2,885 | 128.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 187 | Green Century Equity Fund GREEN CENTURY FUNDS | 2,748 | 131.1K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 188 | Bridge Builder Large Cap Value Fund Bridge Builder Trust | 2,546 | 113.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 189 | PD Mid-Cap Index Portfolio PACIFIC SELECT FUND | 2,463 | 110K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 190 | EQ/Large Cap Growth Managed Volatility Portfolio EQ Advisors Trust | 2,345 | 104.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 191 | Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC | 2,324 | 103.8K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 192 | Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST | 2,246 | 107.1K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 193 | Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 2,107 | 94.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 194 | Avantis U.S. Large Cap Equity ETF American Century ETF Trust | 2,104 | 99.2K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 195 | PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND | 2,070 | 92.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 196 | SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST | 2,033 | 90.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 197 | TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 2,032 | 90.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 198 | Avantis Responsible U.S. Equity ETF American Century ETF Trust | 2,030 | 95.7K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 199 | EQ/Large Cap Value Index Portfolio EQ Advisors Trust | 1,998 | 89.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 200 | Dimensional US Vector Equity ETF Dimensional ETF Trust | 1,947 | 92.9K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
Institutional managers
287 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| YACKTMAN ASSET MANAGEMENT LP | 6,048,331 | 270.2M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 4,610,849 | 206M $ | as of Mar 31, 2026 |
| FMR LLC | 4,522,899 | 202M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 4,309,918 | 192.5M $ | as of Mar 31, 2026 |
| ABRAMS CAPITAL MANAGEMENT, L.P. | 3,251,469 | 145.2M $ | as of Mar 31, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 3,171,129 | 141.7M $ | as of Mar 31, 2026 |
| Smead Capital Management, Inc. | 2,146,425 | 95.9M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 1,899,133 | 84.8M $ | as of Mar 31, 2026 |
| REINHART PARTNERS, LLC. | 1,833,018 | 81.9M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 1,792,009 | 80.1M $ | as of Mar 31, 2026 |
| Southpoint Capital Advisors LP | 1,138,000 | 50.8M $ | as of Mar 31, 2026 |
| D. E. Shaw & Co., Inc. | 1,010,489 | 45.1M $ | as of Mar 31, 2026 |
| Artisan Partners Limited Partnership | 970,663 | 43.4M $ | as of Mar 31, 2026 |
| Scharf Investments, LLC | 888,941 | 39.7M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 840,194 | 37.5M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 542,888 | 24.3M $ | as of Mar 31, 2026 |
| Wallace Capital Management Inc. | 541,890 | 24.2M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 473,995 | 21.2M $ | as of Mar 31, 2026 |
| Tweedy, Browne Co LLC | 463,332 | 20.7M $ | as of Mar 31, 2026 |
| Bruce & Co., Inc. | 452,000 | 20.2M $ | as of Mar 31, 2026 |
| Tidal Investments LLC | 389,700 | 17.4M $ | as of Mar 31, 2026 |
| Tensile Capital Management LP | 381,395 | 17M $ | as of Mar 31, 2026 |
| DigitalBridge Group, Inc. | 347,900 | 15.5M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 334,593 | 14.9M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 317,927 | 14.2M $ | as of Mar 31, 2026 |