Запись по ценной бумаге · архивный квартал
UHAL
U-Haul Holding Company · Industrials · Rental & Leasing Services
103Отслеживаемые держатели
-4Δ держателей
39.37MАкций в держании
$1.77BОтчётная стоимость
+3Новые позиции
−8Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей -3.7% ·
поток акций +1.7% ·
новые чистые позиции -4.9%
· формула
Концентрированное накопление: рост долей при сокращении числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q1 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | +1 | 24.21K | $1.35M | +1 | n/a |
| Q2 2026 | 108 | +9 | 43.13M | $2.54B | +13 | −5 |
| Q1 2026 | 103 | -4 | 39.37M | $1.77B | +3 | −8 |
| Q4 2025 | 108 | +2 | 45.18M | $2.13B | +3 | n/a |
| Q3 2025 | 21 | -1 | 27.99M | $1.44B | +1 | −3 |
| Q2 2025 | 20 | +2 | 29.06M | $1.60B | +3 | −1 |
| Q1 2025 | 15 | +1 | 9.53M | $575.25M | +1 | n/a |
| Q4 2024 | 14 | 0 | 9.10M | $591.21M | +1 | −1 |
| Q3 2024 | 13 | 0 | 7.32M | $533.91M | +1 | −1 |
| Q2 2024 | 13 | n/a | 7.48M | $450.70M | n/a | n/a |
Кто держит · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (пассивный) | 5.09M | -1.0% | $228.63M | 0.0% | ▼ Trim | 4 | SEC ↗ ×28 |
| 2 | Dimensional Fund Advisors Lp | 4.82M | +8.5% | $216.88M | 0.0% | ▲ Add | 2 | SEC ↗ ×10 |
| 3 | Vanguard Capital Management Llc | 4.81M | n/a | $216.15M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Fidelity (FMR) ✦ | 4.53M | +7.2% | $202.27M | 0.0% | ▲ Add | 4 | SEC ↗ ×6 |
| 5 | Hotchkis & Wiley Capital Management… | 3.17M | -1.7% | $141.65M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 6 | State Street Global Advisors ✦ (пассивный) | 2.08M | +6.8% | $93.27M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 7 | Geode Capital Management ✦ (пассивный) | 1.94M | +2.6% | $87.19M | 0.0% | ▲ Add | 8 | SEC ↗ ×4 |
| 8 | D. E. Shaw & Co. ✦ | 1.30M | +55.5% | $59.10M | 0.1% | ▲ Add | 8 | SEC ↗ ×3 |
| 9 | Artisan Partners Limited Partnership | 970.66K | -6.5% | $43.36M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 10 | Charles Schwab Investment… | 840.19K | +7.1% | $37.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Millennium Management ✦ | 795.28K | +97.8% | $36.52M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 12 | Northern Trust Corp | 588.42K | -1.4% | $26.43M | 0.0% | ▼ Trim | 2 | SEC ↗ ×10 |
| 13 | Morgan Stanley ✦ | 514.14K | -25.0% | $23.53M | 0.0% | ▼ Trim | 3 | SEC ↗ ×14 |
| 14 | Tweedy, Browne ✦ | 463.33K | -0.6% | $20.70M | 1.6% | ▼ Trim | 8 | SEC ↗ |
| 15 | Tidal Investments LLC | 389.70K | +21.1% | $17.41M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 16 | Goldman Sachs Group ✦ | 331.49K | +43.3% | $14.97M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 17 | Quantinno Capital Management LP | 309.73K | -10.1% | $14.60M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 18 | Raymond James Financial Inc | 322.84K | -17.2% | $14.44M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 19 | State Of Wisconsin Investment Board | 309.07K | -52.4% | $13.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Bank of New York Mellon Corp | 303.31K | +1.7% | $13.61M | 0.0% | ▲ Add | 2 | SEC ↗ ×16 |
| 21 | Royal Bank Of Canada | 281.15K | +11.4% | $12.66M | 0.0% | ▲ Add | 2 | SEC ↗ ×9 |
| 22 | Qube Research & Technologies Ltd | 261.57K | +120.5% | $11.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Bank Of America Corp /De/ | 252.69K | -6.9% | $11.45M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 24 | Hrt Financial Lp | 246.27K | +112.8% | $11.34M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 25 | Swiss National Bank | 225.00K | +0.4% | $10.10M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 26 | Two Sigma Investments ✦ | 209.28K | +22.6% | $10.00M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 27 | UBS AM, a distinct business unit of… | 210.96K | +0.5% | $9.46M | 0.0% | ▲ Add | 2 | SEC ↗ ×10 |
| 28 | Invesco Ltd. | 209.01K | +6.1% | $9.35M | 0.0% | ▲ Add | 2 | SEC ↗ ×9 |
| 29 | UBS Group AG | 189.32K | +55.8% | $8.81M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 30 | Envestnet Asset Management Inc | 186.87K | +22.5% | $8.64M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 31 | Nuveen, LLC | 176.85K | +33.9% | $7.97M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 32 | First Trust Advisors Lp | 172.40K | +17.7% | $7.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Wells Fargo & Company/Mn | 162.43K | -0.9% | $7.27M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 34 | Susquehanna International Group, Llp | 151.04K | -50.9% | $7.09M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 35 | American Century Companies Inc | 151.17K | -8.1% | $6.78M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 36 | Citadel Advisors ✦ | 142.87K | +163.8% | $6.59M | 0.0% | ▲ Add | 6 | SEC ↗ ×3 |
| 37 | Marshall Wace ✦ | 137.55K | +130.5% | $6.57M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 38 | California State Teachers… | 121.20K | +15.8% | $5.45M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 39 | Rhumbline Advisers | 106.46K | -1.9% | $4.78M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 40 | Jane Street Group, Llc | 99.74K | -57.2% | $4.55M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 41 | T. Rowe Price ✦ | 95.66K | +10.9% | $4.29M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 42 | State Board Of Administration Of… | 93.81K | 0.0% | $4.21M | 0.0% | Held | 2 | SEC ↗ ×2 |
| 43 | AQR Capital Management ✦ | 91.41K | -11.2% | $4.15M | 0.0% | ▼ Trim | 8 | SEC ↗ ×10 |
| 44 | Point72 Asset Management ✦ | 90.25K | +52.8% | $4.12M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 45 | Universal- Beteiligungs- und… | 91.34K | -12.0% | $4.10M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 46 | New York State Common Retirement… | 85.62K | 0.0% | $3.86M | 0.0% | Held | 2 | SEC ↗ ×2 |
| 47 | Legal & General Group Plc | 83.66K | -22.3% | $3.75M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 48 | JPMorgan Chase ✦ | 79.64K | +18.8% | $3.48M | 0.0% | ▲ Add | 3 | SEC ↗ ×12 |
| 49 | GAMCO Investors ✦ | 74.04K | -1.8% | $3.33M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 50 | Storebrand Asset Management As | 71.68K | -26.9% | $3.20M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 51 | Ameriprise Financial Inc | 65.31K | +0.8% | $2.96M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 52 | Man Group plc | 61.77K | +3.5% | $2.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Russell Investments Group, Ltd. | 50.29K | +71.4% | $2.35M | 0.0% | ▲ Add | 2 | SEC ↗ ×8 |
| 54 | Janus Henderson Group Plc | 51.50K | 0.0% | $2.31M | 0.0% | Held | 2 | SEC ↗ ×2 |
| 55 | Sei Investments Co | 49.03K | +131.6% | $2.27M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 56 | Barclays Plc | 46.58K | -10.3% | $2.11M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 57 | Gotham Asset Management ✦ | 43.49K | +28.1% | $2.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | Citigroup Inc | 43.21K | -33.7% | $2.01M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 59 | Arrowstreet Capital ✦ | 39.84K | -84.1% | $1.78M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 60 | Alliancebernstein L.P. | 36.93K | -4.6% | $1.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | LPL Financial LLC | 36.86K | -21.5% | $1.67M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 62 | Squarepoint Ops LLC | 35.27K | -20.8% | $1.62M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 63 | Creative Planning | 28.68K | -11.9% | $1.34M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 64 | Zurcher Kantonalbank (Zurich… | 27.33K | +20.2% | $1.23M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 65 | Manufacturers Life Insurance… | 26.96K | +20.1% | $1.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Voya Investment Management Llc | 24.32K | -32.2% | $1.14M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 67 | Hsbc Holdings Plc | 24.87K | +108.9% | $1.10M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 68 | Tudor Investment Corp Et Al | 20.00K | -64.7% | $955,504 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | Pictet Asset Management Holding SA | 17.18K | +6.6% | $767,207 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Osaic Holdings, Inc. | 13.46K | -0.3% | $634,756 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 71 | Stifel Financial Corp | 13.89K | -13.1% | $620,688 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 72 | Cerity Partners LLC | 13.29K | -17.6% | $593,674 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 73 | Corient Private Wealth LP | 12.05K | -85.9% | $574,604 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 74 | Bnp Paribas Financial Markets | 12.48K | -66.2% | $574,058 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 75 | Victory Capital Management Inc | 12.41K | -0.5% | $554,265 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 76 | Commonwealth Equity Services, Llc | 10.87K | -5.1% | $485,380 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 77 | Clearbridge Investments, LLC | 10.00K | +49.2% | $477,800 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | Capstone Investment Advisors, Llc | 10.64K | -79.5% | $475,155 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 79 | National Bank Of Canada /Fi/ | 10.15K | +92.1% | $454,961 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 80 | Mariner, LLC | 9.37K | -26.7% | $417,884 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 81 | Deutsche Bank Ag\ | 8.74K | -37.5% | $391,303 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 82 | Mercer Global Advisors Inc /Adv | 7.79K | +16.9% | $372,445 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 83 | Bank Of Montreal /Can/ | 7.94K | +1.5% | $357,281 | 0.0% | ▲ Add | 2 | SEC ↗ ×10 |
| 84 | HighTower Advisors, LLC | 7.09K | -31.8% | $338,665 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 85 | Blair William & Co/Il | 7.44K | Новый | $332,545 | 0.0% | New | 1 | SEC ↗ ×2 |
| 86 | Focus Partners Wealth | 6.48K | +31.7% | $309,730 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | Amundi | 5.92K | -41.3% | $264,223 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 88 | Renaissance Technologies ✦ | 4.60K | -91.3% | $219,788 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 89 | Holocene Advisors, LP | 4.65K | -87.7% | $207,581 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 90 | Ensign Peak Advisors, Inc | 4.60K | 0.0% | $205,437 | 0.0% | Held | 2 | SEC ↗ |
| 91 | Pnc Financial Services Group, Inc. | 4.44K | -0.5% | $199,686 | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 92 | Northwestern Mutual Wealth… | 4.27K | +0.1% | $192,129 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 93 | Us Bancorp \De\ | 3.91K | -5.2% | $176,891 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 94 | Jones Financial Companies Lllp | 3.43K | +101.2% | $150,927 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 95 | Rockefeller Capital Management L.P. | 2.81K | +68.9% | $130,598 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 96 | Fifth Third Bancorp | 1.87K | Новый | $84,712 | 0.0% | New | 1 | SEC ↗ ×2 |
| 97 | Assetmark, Inc | 1.85K | +753.5% | $82,729 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 98 | Nomura Asset Management Co Ltd | 1.50K | +34.5% | $67,005 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 99 | BNP Paribas Asset Management… | 1.35K | Новый | $60,349 | 0.0% | New | 1 | SEC ↗ |
| 100 | Cwm, Llc | 986 | -21.9% | $45,304 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
«Вес в портфеле» = доля позиции в заявленной стоимости акционерного капитала 13F данного управляющего: показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Blair William & Co/Il | $332,545 | 0.0% |
| Fifth Third Bancorp | $84,712 | 0.0% |
| BNP Paribas Asset Management… | $60,349 | 0.0% |
Закрыто
| Norges Bank | $74.77M | составлял 0.0% |
| Wellington Management | $12.22M | составлял 0.0% |
| Balyasny Asset Management L.P. | $6.20M | составлял 0.0% |
| LMR Partners LLP | $453,658 | составлял 0.0% |
| Fisher Asset Management | $222,949 | составлял 0.0% |
| Prudential Financial Inc | $206,965 | составлял 0.0% |
| Royal London Asset Management… | $149,428 | составлял 0.0% |
| Canada Pension Plan… | $98,154 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 293 держатели, 62.75M акции, $2.70B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые владельцы данной ценной бумаги: количество случаев совместного владения, а не фундаментальные взаимосвязи.
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q1 2026 ·
Методология ·
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