Fund shareholders of U-Haul Holding Co
ISIN US0235865062 · United States · LEI 5493003WIDMLDHYC6Y24
- Fund shareholders
- 250
- Of which ETFs
- 66 184 other funds
- Value held
- ≈ 1.8B $ 1.8B $ · 31.9M SEK
This issuer has other securities: U-Haul Holding Co (US0235861004)
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 1,773 | 102.3K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 1,694 | 97.7K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 1,526 | 88.1K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 1,428 | 82.4K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| BrandywineGLOBAL - Diversified US Large Cap Value Fund Legg Mason Global Asset Management Trust | 1,400 | 80.8K $ | 0.07 % | as of Jun 30, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 1,390 | 80.2K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| PD Large-Cap Growth Index Portfolio PACIFIC SELECT FUND | 1,251 | 72.2K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| 1290 Avantis U.S. Large Cap Growth Fund 1290 Funds | 1,179 | 73.8K $ | 0.04 % | as of Jul 31, 2026 ↗ |
| AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | 1,130 | 65.2K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Direxion Daily Transportation Bull 3X Shares Direxion Shares ETF Trust | 998 | 62.5K $ | 0.36 % | as of Jul 31, 2026 ↗ |
| MoA Large Cap Value Index Fund MoA Funds Corp | 943 | 54.4K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| 1290 VT Socially Responsible Portfolio EQ Advisors Trust | 922 | 53.2K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| SA U.S. Core Market Fund SA FUNDS INVESTMENT TRUST | 869 | 50.1K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| AVIP AB Mid Cap Core Portfolio AuguStar Variable Insurance Products Fund Inc | 840 | 48.5K $ | 0.04 % | as of Jun 30, 2026 ↗ |
| Schwab U.S. Large-Cap Growth Index Fund SCHWAB CAPITAL TRUST | 834 | 52.2K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Wilmington Large-Cap Strategy Fund Wilmington Funds | 817 | 51.1K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 808 | 42K $ | 0.01 % | as of May 31, 2026 ↗ |
| Avantis U.S. Quality ETF American Century ETF Trust | 796 | 41.4K $ | 0.02 % | as of May 31, 2026 ↗ |
| SPP Generation 50-tal Storebrand Asset Management AS | 766 | 326K SEK | 0.00 % | as of Mar 31, 2026 ↗ |
| The Institutional U.S. Equity Portfolio HC Capital Trust | 761 | 43.9K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Goldman Sachs ETF Trust | 754 | 39.2K $ | 0.01 % | as of May 31, 2026 ↗ |
| Xtrackers Russell US Multifactor ETF DBX ETF Trust | 742 | 38.6K $ | 0.01 % | as of May 29, 2026 ↗ |
| Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF Goldman Sachs ETF Trust | 679 | 35.3K $ | 0.01 % | as of May 31, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 647 | 37.3K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| SA Multi-Managed Mid Cap Value Portfolio SEASONS SERIES TRUST | 617 | 35.6K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 599 | 31.2K $ | 0.00 % | as of May 31, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 569 | 35.6K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 554 | 32K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Hotchkis & Wiley SMID Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 549 | 31.7K $ | 1.15 % | as of Jun 30, 2026 ↗ |
| SIMT Mid-Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 500 | 28.9K $ | 0.05 % | as of Jun 30, 2026 ↗ |
| AMT Diversified Equity Fund ADVISER MANAGED TRUST | 410 | 25.7K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| KraneShares Man Buyout Beta Index ETF Krane Shares Trust | 398 | 23K $ | 0.14 % | as of Jun 30, 2026 ↗ |
| EQ/Large Cap Growth Index Portfolio EQ Advisors Trust | 394 | 22.7K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Growth Fund VALIC Co I | 375 | 19.5K $ | 0.00 % | as of May 31, 2026 ↗ |
| Fidelity Series Large Cap Growth Index Fund Fidelity Salem Street Trust | 357 | 22.3K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| EQ/Large Cap Growth Managed Volatility Portfolio EQ Advisors Trust | 353 | 20.4K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| iShares U.S. Consumer Focused ETF iShares U.S. ETF Trust | 293 | 18.3K $ | 0.07 % | as of Jul 31, 2026 ↗ |
| New Covenant Growth Fund NEW COVENANT FUNDS | 252 | 14.5K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| THRIVENT ESG INDEX PORTFOLIO Thrivent Series Fund, Inc. | 196 | 11.3K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 168 | 10.5K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| SA Franklin Tactical Opportunities Portfolio SUNAMERICA SERIES TRUST | 117 | 7.3K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| VOYA RUSSELLTM MID CAP GROWTH INDEX PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 110 | 6.3K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF SPDR SERIES TRUST | 100 | 5.8K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| AZL Russell 1000 Growth Index Fund Allianz Variable Insurance Products Trust | 90 | 5.2K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| SA Multi-Managed Mid Cap Growth Portfolio SEASONS SERIES TRUST | 74 | 4.3K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| MoA Large Cap Growth Index Fund MoA Funds Corp | 53 | 3.1K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs MSCI World Private Equity Return Tracker ETF Goldman Sachs ETF Trust | 43 | 2.2K $ | 0.01 % | as of May 31, 2026 ↗ |
| VIP Hedged Equity Portfolio Variable Insurance Products Fund VI | 39 | 2.3K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 28 | 1.6K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Growth Equity Index Fund GuideStone Funds | 10 | 577 $ | 0.00 % | as of Jun 30, 2026 ↗ |
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.
| Fund | Weight in fund | |
|---|---|---|
| BRUCE FUND Bruce Fund, Inc. | 5.53 % | as of Jun 30, 2026 ↗ |
| Third Avenue Real Estate Value Fund Third Avenue Trust | 5.42 % | as of Jul 31, 2026 ↗ |
| AMG Yacktman Special Opportunities Fund AMG Funds | 5.01 % | as of Jun 30, 2026 ↗ |
| Invesco S&P Spin-Off ETF Invesco Exchange-Traded Fund Trust | 3.35 % | as of Jul 31, 2026 ↗ |
| Hotchkis and Wiley Small Cap Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 3.23 % | as of Jun 30, 2026 ↗ |
| AMG Yacktman Focused Fund AMG Funds | 3.07 % | as of Jun 30, 2026 ↗ |
| Fundamental Family Office Allocation Fund ADVISORS' INNER CIRCLE III | 3.03 % | as of Jun 30, 2026 ↗ |
| Artisan Mid Cap Value Fund Artisan Partners Funds Inc. | 2.80 % | as of Jun 30, 2026 ↗ |
| Scharf ETF Advisors Series Trust | 2.72 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) Transportation ETF SPDR SERIES TRUST | 2.50 % | as of Jun 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 244 | +5 | 31,343,241 | -5.9 % |
| 2026Q2 | 239 | -6 | 33,293,338 | +3.4 % |
| 2026Q1 | 245 | -32 | 32,183,325 | -1.8 % |
| 2025Q4 | 277 | -2 | 32,785,240 | +0.8 % |
| 2025Q3 | 279 | -5 | 32,539,598 | +0.5 % |
| 2025Q2 | 284 | +11 | 32,393,323 | -0.0 % |
| 2025Q1 | 273 | -8 | 32,400,293 | -2.3 % |
| 2024Q4 | 281 | -7 | 33,159,404 | -1.0 % |
| 2024Q3 | 288 | -12 | 33,492,147 | -1.7 % |
| 2024Q2 | 300 | +8 | 34,071,823 | -1.3 % |
| 2024Q1 | 292 | +17 | 34,506,014 | +1.0 % |
| 2023Q4 | 275 | 34,153,016 |
Institutional managers
287 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| 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 |
| THOMPSON SIEGEL & WALMSLEY LLC | 1,408,247 | 62.9K $ | 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 |
Cite this page
Titelia. "Fund shareholders of U-Haul Holding Co". https://titelia.com/en/stocks/u-haul-holding-co-US0235865062