UHAL / U-Haul Holding Company - Kepemilikan Institusional - Pembeli

U-Haul Holding Company
US ˙ NYSE ˙ US0235861004

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di U-Haul Holding Company meliputi Jane Street Group, Llc, Readystate Asset Management Lp, Gamco Investors, Inc. Et Al, Axq Capital, Lp, Point72 (DIFC) Ltd, LSEQ - Harbor Long-Short Equity ETF, Ameritas Advisory Services, LLC, DXUV - Dimensional US Vector Equity ETF, LQPE - PEO AlphaQuest(TM) Thematic PE ETF, Glenmede Investment Management, LP, GGUS - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF, AVUQ - Avantis U.S. Quality ETF, Fortitude Family Office, LLC, ETTOX - E*TRADE No Fee Total Market Index Fund, Twin Peaks Wealth Advisors, LLC, Principal Securities, Inc., dan Rialto Wealth Management, LLC .

Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.

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Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)		 Saham Δ Saham
(%)		 Dilaporkan
Nilai
($1000)		 Nilai Δ
(%)		 Alokasi Port
(%)
2025-08-11 13F Vanguard Group Inc 862,244 1.78 52,217 -5.70
2025-08-14 13F Citadel Advisors Llc Call 6,300 250.00 382 225.64
2025-08-14 13F Mercer Global Advisors Inc /adv 3,321 2.82 201 -4.74
2025-08-14 13F Hrt Financial Lp 63,229 91.85 4 50.00
2025-07-22 NP GGUS - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF 50 3
2025-06-26 NP TILIX - TIAA-CREF Large-Cap Growth Index Fund Institutional Class 6,839 15,443.18 420 13,866.67
2025-08-14 13F Royal Bank Of Canada 35,568 4.46 2,154 -3.23
2025-08-11 13F Empowered Funds, LLC 7,355 445
2025-08-14 13F Bank Of America Corp /de/ 26,480 149.62 1,604 131.31
2025-08-26 NP IWS - iShares Russell Mid-Cap Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 9,316 32.84 564 23.14
2025-08-12 13F LPL Financial LLC 6,382 13.38 387 5.18
2025-08-13 13F Russell Investments Group, Ltd. 1,483 100.13 90 85.42
2025-07-28 NP AVUQ - Avantis U.S. Quality ETF 15 1
2025-07-28 NP AVMV - Avantis U.S. Mid Cap Value ETF 881 56.21 56 43.59
2025-07-21 13F Ameritas Advisory Services, LLC 550 33
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 21,249 9.09 1,304 -8.10
2025-08-06 13F Rialto Wealth Management, LLC 1 0
2025-08-27 NP VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 303,685 9.24 18,391 1.22
2025-08-07 13F Connor, Clark & Lunn Investment Management Ltd. 912 55
2025-08-14 13F Millennium Management Llc 349,204 523.88 21,148 478.10
2025-08-14 13F Point72 Asset Management, L.P. 28,100 1,702
2025-08-27 NP VMNFX - Vanguard Market Neutral Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value Short -41,126 2.63 -2,491 -4.93
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 6 0
2025-08-27 NP VISVX - Vanguard Small-Cap Value Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 142,291 0.19 8,617 -7.16
2025-06-23 NP IYY - iShares Dow Jones U.S. ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 416 1.46 26 -13.79
2025-08-14 13F Wells Fargo & Company/mn 18,198 7.77 1,102 -0.09
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 5 25.00 0
2025-05-23 NP DWSH - AdvisorShares Dorsey Wright Short ETF 0 -100.00 0 -100.00
2025-07-28 13F Harbour Investments, Inc. 19 137.50 1
2025-08-12 13F Axq Capital, Lp 4,807 291
2025-07-16 13F Signaturefd, Llc 104 26.83 6 20.00
2025-08-08 13F Creative Planning 9,090 550
2025-08-14 13F Susquehanna International Group, Llp Call 9,200 16.46 557 7.95
2025-08-14 13F Tudor Investment Corp Et Al 35,694 424.14 2,162 385.62
2025-08-14 13F Point72 (DIFC) Ltd 2,596 157
2025-07-24 13F Us Bancorp \de\ 814 40.59 49 32.43
2025-07-14 13F Scharf Investments, Llc 1,449,296 137.23 81,692 104.59
2025-08-27 NP LQPE - PEO AlphaQuest(TM) Thematic PE ETF 155 9
2025-08-15 13F Morgan Stanley 102,017 3.28 6,178 -4.31
2025-08-22 NP FMDGX - Fidelity Mid Cap Growth Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,798 21.65 169 12.67
2025-06-26 NP BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,313 35.78 81 14.29
2025-08-18 13F/A National Bank Of Canada /fi/ 1,335 523.83 81 515.38
2025-08-26 NP IPLIX - Voya Index Plus LargeCap Portfolio Class I 24,462 16.70 1,481 8.10
2025-08-15 13F Tower Research Capital LLC (TRC) 724 248.08 44 230.77
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 37 5.71 2 0.00
2025-06-26 NP FHOFX - Fidelity Series Large Cap Growth Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 297 29,600.00 18
2025-07-29 NP VRNIX - Vanguard Russell 1000 Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,277 10.28 82 1.25
2025-08-08 13F SBI Securities Co., Ltd. 6 20.00 0
2025-06-26 NP SMNCX - Steward Equity Market Neutral Fund Class C Short -17,000 6.25 -1,044 -10.47
2025-08-08 13F Larson Financial Group LLC 182 73.33 11 83.33
2025-08-14 13F Voya Investment Management Llc 57,987 40.62 3,512 30.28
2025-08-12 13F Trexquant Investment LP 21,695 34.30 1,314 24.45
2025-06-26 NP FIOOX - Fidelity Series Large Cap Value Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,477 1.93 91 -14.29
2025-06-30 NP VT - Vanguard Total World Stock Index Fund ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 23,216 19.94 1,425 1.06
2025-08-07 13F Parkside Financial Bank & Trust 18 50.00 1
2025-08-14 13F Glenmede Investment Management, LP 54 3
2025-06-25 NP ILCV - iShares Morningstar Large-Cap Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 170 0.59 10 -16.67
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-12 13F American Century Companies Inc 7,367 51.99 446 41.14
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-12 13F Proequities, Inc. 0 0
2025-08-04 13F Assetmark, Inc 53 1,666.67 3
2025-08-08 13F/A Sterling Capital Management LLC 302 18.43 18 12.50
2025-08-14 13F Farringdon Capital, Ltd. 5,519 334
2025-08-22 NP FIMVX - Fidelity Mid Cap Value Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,132 53.39 69 41.67
2025-08-08 13F Atlantic Trust, LLC 64 10.34 4 0.00
2025-07-14 13F Legacy Capital Group California, Inc. 4,048 6.67 245 -1.21
2025-07-22 13F Gsa Capital Partners Llp 8,419 1
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 4 0
2025-06-26 NP JHMM - John Hancock Multifactor Mid Cap ETF 8,127 2.34 499 -13.84
2025-07-24 13F IFP Advisors, Inc 15 87.50 1
2025-08-14 13F Fmr Llc 4,308 34.88 261 25.00
2025-08-12 13F Dimensional Fund Advisors Lp 313,189 10.25 18,968 2.17
2025-08-14 13F Cubist Systematic Strategies, LLC 6,251 379
2025-08-27 13F/A Squarepoint Ops LLC 10,801 654
2025-08-11 13F Citigroup Inc 32,118 8.95 1,945 0.99
2025-07-28 NP AVMC - Avantis U.S. Mid Cap Equity ETF 493 45.00 32 34.78
2025-08-08 13F Old West Investment Management, LLC 142,984 5.52 8,659 -2.22
2025-08-07 13F Readystate Asset Management Lp 9,859 597
2025-08-26 NP IPMIX - Voya Index Plus MidCap Portfolio Class I 26,258 72.25 1,590 59.64
2025-06-26 NP IMCB - iShares Morningstar Mid-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 732 1.67 45 -15.38
2025-08-13 NP FLSPX - SPECTRUM FUND Retail Class 0 -100.00 0 -100.00
2025-05-30 NP MFUS - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 204 9.68 13 8.33
2025-08-12 13F Legal & General Group Plc 1,849 19.91 112 11.00
2025-08-14 13F Engineers Gate Manager LP 10,558 639
2025-06-26 NP IMCG - iShares Morningstar Mid-Cap Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,469 1.52 90 -14.29
2025-05-12 13F Nomura Asset Management Co Ltd 0 0
2025-07-25 13F Hemington Wealth Management 47 17.50 0
2025-08-13 13F Gamco Investors, Inc. Et Al 8,990 544
2025-08-13 13F Norges Bank 534,472 32,368
2025-07-23 NP VYMYX - Voya Mid Cap Research Enhanced Index Fund Class W 4,163 45.87 266 35.03
2025-08-11 13F Principal Securities, Inc. 2 0
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 290 16.00 18 6.25
2025-08-14 13F Summit Trail Advisors, Llc 4,458 270
2025-07-22 13F HFM Investment Advisors, LLC 2 100.00 0
2025-08-13 13F Arrowstreet Capital, Limited Partnership 15,674 949
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 316 0.64 19 -5.00
2025-08-08 13F Mv Capital Management, Inc. 5 400.00 0
2025-08-14 13F Jacobs Levy Equity Management, Inc 51,217 69.16 3,102 56.77
2025-06-26 NP FLAPX - Fidelity Flex Mid Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 462 5.48 28 -9.68
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 3,487 43.85 214 21.59
2025-08-14 13F Goldman Sachs Group Inc 18,513 133.84 1,121 116.83
2025-08-26 NP GFSYX - Strategic Alternatives Fund Institutional -1 0.00
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 311 19
2025-08-14 13F Ubs Asset Management Americas Inc 41,300 2,501
2025-08-12 13F Quadcap Wealth Management, LLC 4,000 4.28 242 -3.20
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 21,673 9.55 1,331 -7.70
2025-08-14 13F Price T Rowe Associates Inc /md/ 6,900 2.07 0
2025-07-24 13F Ronald Blue Trust, Inc. 32 300.00 2
2025-08-26 NP IRMAX - Voya RussellTM Mid Cap Index Portfolio Class ADV 628 1.62 38 -5.00
2025-08-13 13F First Trust Advisors Lp 4,312 261
2025-07-15 13F Fortitude Family Office, LLC 8 0
2025-08-14 13F D. E. Shaw & Co., Inc. 78,513 1.90 4,755 -5.58
2025-08-12 13F Virtu Financial LLC 18,435 46.19 1
2025-08-12 13F XTX Topco Ltd 13,335 808
2025-08-13 13F Walleye Trading LLC 2,095 127
2025-08-13 13F Walleye Trading LLC Put 2,400 145
2025-08-05 13F Versor Investments LP 13,865 116.64 840 100.72
2025-07-08 13F Parallel Advisors, LLC 756 443.88 46 400.00
2025-07-29 NP VRVIX - Vanguard Russell 1000 Value Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 729 47.87 47 35.29
2025-07-15 13F Public Employees Retirement System Of Ohio 2,386 0.55 144 -7.10
2025-06-26 NP DFFVX - U.S. Targeted Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 21,679 2.29 1,331 -13.86
2025-08-14 13F Verition Fund Management LLC 53,287 23.48 3,227 14.43
2025-08-14 13F Aqr Capital Management Llc 103,517 0.99 6,260 -4.88
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 62 5.08 4 0.00
2025-07-22 13F Belpointe Asset Management LLC 6,189 15.81 375 7.16
2025-08-26 NP IWB - iShares Russell 1000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6,443 0.75 390 -6.47
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 1,707 55.04 105 30.00
2025-08-04 13F Strs Ohio 30,350 4.04 1,838 -3.62
2025-08-26 NP EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 358 22
2025-08-12 13F BlackRock, Inc. 474,056 0.86 28,709 -6.55
2025-07-29 NP SMXAX - SIIT Extended Market Index Fund - Class A 1,500 200.00 96 182.35
2025-06-25 NP IMCV - iShares Morningstar Mid-Cap Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 477 1.27 29 -14.71
2025-08-11 13F Brown Brothers Harriman & Co 11 1
2025-08-13 13F Invesco Ltd. 3,443 0.58 209 -6.73
2025-08-28 NP Humankind Benefit Corp - Humankind US Stock ETF 261 33.16 16 25.00
2025-08-28 NP IWP - iShares Russell Mid-Cap Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 21,974 12.91 1,331 4.56
2025-06-26 NP FLCOX - Fidelity Large Cap Value Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,779 33.86 109 13.54
2025-08-14 13F Two Sigma Investments, Lp 105,970 5.24 6,418 -2.49
2025-08-28 NP ITOT - iShares Core S&P Total U.S. Stock Market ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 11,018 2.38 667 -5.12
2025-08-14 13F Parkwood LLC 120,908 1.99 7 0.00
2025-06-27 NP LSEQ - Harbor Long-Short Equity ETF 2,397 147
2025-08-26 NP TRMNX - T. Rowe Price Mid-Cap Index Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 475 6.74 29 -3.45
2025-07-09 13F Massmutual Trust Co Fsb/adv 51 18.60 3 50.00
2025-08-05 13F Bank Of Montreal /can/ 980 37.45 59 28.26
2025-08-13 13F Centiva Capital, LP 5,734 347
2025-06-26 NP FFLV - Fidelity Fundamental Large Cap Value ETF 1,314 58.12 81 33.33
2025-08-14 13F Sei Investments Co 8,208 497
2025-08-14 13F Jane Street Group, Llc 75,260 216.05 4,558 192.87
2025-07-29 NP PTL - Inspire 500 ETF 4,165 16.37 267 7.69
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 1,626 56.50 98 46.27
2025-08-14 13F Jane Street Group, Llc Put 19,400 1,175
2025-07-11 13F Farther Finance Advisors, LLC 46 666.67 3
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DE:AUK € 48.00
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