Titelia

Fund shareholders of U-Haul Holding Co

ISIN US0235865062 · United States · LEI 5493003WIDMLDHYC6Y24

Fund shareholders
245
Of which ETFs
66 179 other funds
Value held
1.5B $ 31.9M SEK

This issuer has other securities : U-Haul Holding Co (US0235861004)

FundSharesValueWeight in fund
First Foundation Total Return Fund ADVISORS' INNER CIRCLE III 27,1261.2M $1.82 %as of Mar 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 27,0381.2M $0.01 %as of Mar 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 25,8221.2M $0.01 %as of Apr 30, 2026 ↗
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 25,6971.2M $0.01 %as of Apr 30, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 25,50010.9M SEK0.04 %as of Mar 31, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 25,3231.2M $0.01 %as of Apr 30, 2026 ↗
Storebrand Global All Countries Storebrand Asset Management AS 22,8669.7M SEK0.02 %as of Mar 31, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 22,1721M $0.01 %as of Feb 28, 2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 21,9231M $0.01 %as of Apr 30, 2026 ↗
Nuveen Large Cap Growth Index Fund TIAA-CREF Funds 21,8011M $0.01 %as of Apr 30, 2026 ↗
Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST 20,843994K $0.04 %as of Apr 30, 2026 ↗
First Trust Mid Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 20,383972.1K $0.45 %as of Apr 30, 2026 ↗
AMG Yacktman Special Opportunities Fund AMG Funds 20,000893.4K $3.37 %as of Mar 31, 2026 ↗
iShares U.S. Consumer Discretionary ETF iShares Trust 19,762942.4K $0.08 %as of Apr 30, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 18,877843.2K $0.11 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 17,650832.4K $0.01 %as of Feb 28, 2026 ↗
iShares Russell Mid-Cap Index Fund BlackRock Funds 17,403829.9K $0.03 %as of Apr 30, 2026 ↗
VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS 16,808750.8K $0.01 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 16,667794.8K $0.08 %as of Apr 30, 2026 ↗
iShares ESG MSCI KLD 400 ETF iShares Trust 16,213773.2K $0.02 %as of Apr 30, 2026 ↗
Scharf Multi-Asset Opportunity Fund Advisors Series Trust 16,142721.1K $1.49 %as of Mar 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 16,110759.7K $0.00 %as of Feb 28, 2026 ↗
Dimensional VA U.S. Large Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 16,075766.6K $0.09 %as of Apr 30, 2026 ↗
Avantis U.S. Mid Cap Value ETF American Century ETF Trust 15,892749.5K $0.15 %as of Feb 28, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 15,662746.9K $0.06 %as of Apr 30, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 15,300721.5K $0.06 %as of Feb 28, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 15,150722.5K $0.03 %as of Apr 30, 2026 ↗
BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust 14,957713.3K $0.11 %as of Apr 30, 2026 ↗
Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust 14,602696.4K $0.12 %as of Apr 30, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 14,140674.3K $0.03 %as of Apr 30, 2026 ↗
VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS 13,300594.1K $0.00 %as of Mar 31, 2026 ↗
Hotchkis and Wiley Global Value Fund HOTCHKIS & WILEY FUNDS/DE/ 12,915576.9K $1.66 %as of Mar 31, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 12,600562.8K $0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 12,554560.8K $0.06 %as of Mar 31, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 12,408591.7K $0.08 %as of Apr 30, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 12,348588.9K $0.02 %as of Apr 30, 2026 ↗
SA U.S. Value Fund SA FUNDS INVESTMENT TRUST 11,881530.7K $0.09 %as of Mar 31, 2026 ↗
Storebrand USA Storebrand Asset Management AS 11,1594.7M SEK0.01 %as of Mar 31, 2026 ↗
Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 11,118524.3K $0.01 %as of Feb 28, 2026 ↗
Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust 10,678477K $0.03 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 10,463467.4K $0.03 %as of Mar 31, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 9,522425.3K $0.14 %as of Mar 31, 2026 ↗
JNL/Mellon Industrials Sector Fund JNL Series Trust 9,370418.6K $0.07 %as of Mar 31, 2026 ↗
Fidelity Mid Cap Value K6 Fund Fidelity Devonshire Trust 9,369446.8K $0.37 %as of Apr 30, 2026 ↗
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 9,368418.5K $0.23 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 9,359446.3K $0.07 %as of Apr 30, 2026 ↗
SPP Generation 60-tal Storebrand Asset Management AS 9,0543.9M SEK0.01 %as of Mar 31, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 8,515401.6K $0.05 %as of Feb 28, 2026 ↗
Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 8,403396.3K $0.05 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 8,402396.2K $0.01 %as of Feb 28, 2026 ↗
T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 8,362373.5K $0.10 %as of Mar 31, 2026 ↗
Venerable Mid Cap Index Fund Venerable Variable Insurance Trust 8,186365.7K $0.04 %as of Mar 31, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 7,649341.7K $0.00 %as of Mar 31, 2026 ↗
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 7,635360.1K $0.01 %as of Feb 28, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 7,076316.1K $0.03 %as of Mar 31, 2026 ↗
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 7,045314.7K $0.09 %as of Mar 31, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 6,895308K $0.01 %as of Mar 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 6,558312.8K $0.01 %as of Apr 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 6,494290.1K $0.03 %as of Mar 31, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 6,343283.3K $0.06 %as of Mar 31, 2026 ↗
Schwab U.S. Large-Cap Growth Index Fund SCHWAB CAPITAL TRUST 6,334302.1K $0.01 %as of Apr 30, 2026 ↗
SPP Generation 70-tal Storebrand Asset Management AS 5,6312.4M SEK0.01 %as of Mar 31, 2026 ↗
Transamerica Small Cap Value TRANSAMERICA FUNDS 5,500262.3K $0.25 %as of Apr 30, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 5,327238K $0.03 %as of Mar 31, 2026 ↗
Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 5,050225.6K $0.04 %as of Mar 31, 2026 ↗
EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust 4,626206.6K $0.01 %as of Mar 31, 2026 ↗
Avantis U.S. Mid Cap Equity ETF American Century ETF Trust 4,603217.1K $0.07 %as of Feb 28, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 4,328204.1K $0.03 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF SPDR SERIES TRUST 4,276191K $0.04 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 4,258203.1K $0.08 %as of Apr 30, 2026 ↗
iShares Dow Jones U.S. ETF iShares Trust 4,227201.6K $0.01 %as of Apr 30, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 4,158198.3K $0.01 %as of Apr 30, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 3,962186.8K $0.02 %as of Feb 28, 2026 ↗
First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 3,933187.6K $0.14 %as of Apr 30, 2026 ↗
John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust 3,828171K $0.02 %as of Mar 31, 2026 ↗
EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust 3,751167.6K $0.00 %as of Mar 31, 2026 ↗
Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 3,719175.4K $0.00 %as of Feb 28, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 3,691164.9K $0.01 %as of Mar 31, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 3,653172.3K $0.02 %as of Feb 28, 2026 ↗
SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 3,600169.8K $0.01 %as of Feb 28, 2026 ↗
Avantis U.S. Large Cap Value Fund American Century ETF Trust 3,462163.3K $0.02 %as of Feb 28, 2026 ↗
EQ/Large Cap Growth Index Portfolio EQ Advisors Trust 3,443153.8K $0.01 %as of Mar 31, 2026 ↗
Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II 3,429161.7K $0.01 %as of Feb 28, 2026 ↗
Fidelity Series Large Cap Growth Index Fund Fidelity Salem Street Trust 3,148150.1K $0.01 %as of Apr 30, 2026 ↗
Column Mid Cap Fund Trust for Professional Managers 3,142148.2K $0.01 %as of Feb 28, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 2,885128.9K $0.01 %as of Mar 31, 2026 ↗
Green Century Equity Fund GREEN CENTURY FUNDS 2,748131.1K $0.02 %as of Apr 30, 2026 ↗
Bridge Builder Large Cap Value Fund Bridge Builder Trust 2,546113.7K $0.00 %as of Mar 31, 2026 ↗
PD Mid-Cap Index Portfolio PACIFIC SELECT FUND 2,463110K $0.04 %as of Mar 31, 2026 ↗
EQ/Large Cap Growth Managed Volatility Portfolio EQ Advisors Trust 2,345104.8K $0.00 %as of Mar 31, 2026 ↗
Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC 2,324103.8K $0.04 %as of Mar 31, 2026 ↗
Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST 2,246107.1K $0.01 %as of Apr 30, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 2,10794.1K $0.00 %as of Mar 31, 2026 ↗
Avantis U.S. Large Cap Equity ETF American Century ETF Trust 2,10499.2K $0.01 %as of Feb 28, 2026 ↗
PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND 2,07092.5K $0.01 %as of Mar 31, 2026 ↗
SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST 2,03390.8K $0.01 %as of Mar 31, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 2,03290.8K $0.01 %as of Mar 31, 2026 ↗
Avantis Responsible U.S. Equity ETF American Century ETF Trust 2,03095.7K $0.02 %as of Feb 28, 2026 ↗
EQ/Large Cap Value Index Portfolio EQ Advisors Trust 1,99889.3K $0.01 %as of Mar 31, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 1,94792.9K $0.02 %as of Apr 30, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
BRUCE FUND Bruce Fund, Inc. 4.75 %as of Mar 31, 2026 ↗
Invesco S&P Spin-Off ETF Invesco Exchange-Traded Fund Trust 4.30 %as of Apr 30, 2026 ↗
HW Opportunities MP Fund HOTCHKIS & WILEY FUNDS/DE/ 4.22 %as of Mar 31, 2026 ↗
Third Avenue Real Estate Value Fund Third Avenue Trust 4.15 %as of Apr 30, 2026 ↗
Hotchkis and Wiley Small Cap Value Fund HOTCHKIS & WILEY FUNDS/DE/ 3.59 %as of Mar 31, 2026 ↗
AMG Yacktman Special Opportunities Fund AMG Funds 3.37 %as of Mar 31, 2026 ↗
Hotchkis and Wiley Value Opportunities Fund HOTCHKIS & WILEY FUNDS/DE/ 2.65 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Transportation ETF SPDR SERIES TRUST 2.55 %as of Mar 31, 2026 ↗
AMG Yacktman Focused Fund AMG Funds 2.55 %as of Mar 31, 2026 ↗
Reinhart Genesis PMV Fund Managed Portfolio Series 2.32 %as of Feb 28, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2239-633,293,338+3.4 %
2026Q1245-3232,183,325-1.8 %
2025Q4277-232,785,240+0.8 %
2025Q3279-532,539,598+0.5 %
2025Q2284+1132,393,323-0.0 %
2025Q1273-832,400,293-2.3 %
2024Q4281-733,159,404-1.0 %
2024Q3288-1233,492,147-1.7 %
2024Q2300+834,071,823-1.3 %
2024Q1292+1734,506,014+1.0 %
2023Q427534,153,016

Institutional managers

287 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
YACKTMAN ASSET MANAGEMENT LP6,048,331270.2M $as of Mar 31, 2026
BlackRock, Inc.4,610,849206M $as of Mar 31, 2026
FMR LLC4,522,899202M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP4,309,918192.5M $as of Mar 31, 2026
ABRAMS CAPITAL MANAGEMENT, L.P.3,251,469145.2M $as of Mar 31, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC3,171,129141.7M $as of Mar 31, 2026
Smead Capital Management, Inc.2,146,42595.9M $as of Mar 31, 2026
STATE STREET CORP1,899,13384.8M $as of Mar 31, 2026
REINHART PARTNERS, LLC.1,833,01881.9M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC1,792,00980.1M $as of Mar 31, 2026
THOMPSON SIEGEL & WALMSLEY LLC1,408,24762.9K $as of Mar 31, 2026
Southpoint Capital Advisors LP1,138,00050.8M $as of Mar 31, 2026
D. E. Shaw & Co., Inc.1,010,48945.1M $as of Mar 31, 2026
Artisan Partners Limited Partnership970,66343.4M $as of Mar 31, 2026
Scharf Investments, LLC888,94139.7M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC840,19437.5M $as of Mar 31, 2026
NORTHERN TRUST CORP542,88824.3M $as of Mar 31, 2026
Wallace Capital Management Inc.541,89024.2M $as of Mar 31, 2026
MILLENNIUM MANAGEMENT LLC473,99521.2M $as of Mar 31, 2026
Tweedy, Browne Co LLC463,33220.7M $as of Mar 31, 2026
Bruce & Co., Inc.452,00020.2M $as of Mar 31, 2026
Tidal Investments LLC389,70017.4M $as of Mar 31, 2026
Tensile Capital Management LP381,39517M $as of Mar 31, 2026
DigitalBridge Group, Inc.347,90015.5M $as of Mar 31, 2026
MORGAN STANLEY334,59314.9M $as of Mar 31, 2026
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Titelia. "Fund shareholders of U-Haul Holding Co". https://titelia.com/en/stocks/u-haul-holding-co-US0235865062