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U-Haul Holding Co Series N

318 hedge funds and large institutions have $3.75B invested in U-Haul Holding Co Series N in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 112 increasing their positions, 109 reducing their positions, and 25 closing their positions.

Holders
318
Holders Change
+8
Holders Change %
+2.58%
% of All Funds
4.32%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.18%
New
38
Increased
112
Reduced
109
Closed
25
Calls
$120K
Puts
$78K
Net Calls
+$42K
Net Calls Change
-$1.14M
Name Market Value Shares Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$540M 9,126,039 -97,813 -1%
YAM
2
Yacktman Asset Management
Texas
$355M 5,994,800 -187,947 -3%
BlackRock
3
BlackRock
New York
$323M 5,455,027 -76,884 -1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$244M 4,116,134 +489,548 +13%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$208M 3,514,996 -258,723 -7%
ACM
6
Abrams Capital Management
Massachusetts
$192M 3,251,469
SCM
7
Smead Capital Management
Arizona
$142M 2,401,119 -55,662 -2%
State Street
8
State Street
Massachusetts
$137M 2,308,872 +13,023 +0.6%
Hotchkis & Wiley Capital Management
9
Hotchkis & Wiley Capital Management
California
$135M 2,277,096 +597,096 +36%
SCA
10
Southpoint Capital Advisors
New York
$107M 1,800,000
RP
11
Reinhart Partners
Wisconsin
$104M 1,756,314 +175,187 +11%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$99.9M 1,692,455 +82,591 +5%
Artisan Partners
13
Artisan Partners
Wisconsin
$79.1M 1,336,377 +11,439 +0.9%
TFM
14
Trian Fund Management
New York
$66.6M 1,124,700
SI
15
Scharf Investments
California
$58.4M 986,049 -10,754 -1%
PP
16
Pertento Partners
United Kingdom
$58.1M 982,425 +242,536 +33%
Northern Trust
17
Northern Trust
Illinois
$47.6M 804,912 +205,378 +34%
Charles Schwab
18
Charles Schwab
California
$43.8M 740,489 +17,206 +2%
Morgan Stanley
19
Morgan Stanley
New York
$32.2M 543,452 -16,113 -3%
TBC
20
Tweedy, Browne Co
Connecticut
$28.4M 480,424 -9,007 -2%
State of Wisconsin Investment Board
21
State of Wisconsin Investment Board
Wisconsin
$27.9M 471,869 +188,679 +67%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$27.7M 467,658 -158,457 -25%
BC
23
Bruce & Co
Illinois
$26.7M 452,000 -15,000 -3%
TSW
24
Thompson Siegel & Walmsley
Virginia
$25.9M 437,160 +437,160 New
BCP
25
Bayberry Capital Partners
New York
$25.6M 433,000 -14,553 -3%