U-Haul Holding Company
DE ˙ DB ˙ US0235861004
€ 46,40 ↓ -1.20 (-2.52%)
2026-06-04
PREÇO DA AÇÃO
SecurityDE:AUK / U-Haul Holding Company
InstitutionState Street Corp
Latest Disclosed Ownership176,514 shares
Latest Disclosed Value $ 8,433,839
State Street Corp reports 25.58% increase in ownership of AUK / U-Haul Holding Company

On May 15, 2026 - State Street Corp filed a 13F-HR form disclosing ownership of 176,514 shares of U-Haul Holding Company (DE:AUK) valued at $6,989,954 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 140,560 shares of U-Haul Holding Company. This represents a change in shares of 25.58% during the quarter. The current value of the position is $8,190,250 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F U HAUL HOLDING COM 023586100 176,514 35,954 25.58 8,434 19.03 0.0003
2026-02-13 2025-12-31 13F U HAUL HOLDING COM 023586100 140,560 34,719 32.80 7,086 17.30 0.0002
2025-11-14 2025-09-30 13F U HAUL HOLDING COM 023586100 105,841 9,736 10.13 6,040 3.78 0.0002
2025-08-14 2025-06-30 13F U HAUL HOLDING COM 023586100 96,105 -39,325 -29.04 5,820 -34.24 0.0002
2025-05-15 2025-03-31 13F U HAUL HOLDING COM 023586100 135,430 -45,932 -25.33 8,852 -29.36 0.0004
2025-02-14 2024-12-31 13F U HAUL HOLDING COM 023586100 181,362 -15,105 -7.69 12,530 -17.68 0.0005
2024-11-14 2024-09-30 13F U HAUL HOLDING COM 023586100 196,467 -1,512 -0.76 15,222 24.56 0.0006
2024-08-14 2024-06-30 13F U HAUL HOLDING COM 023586100 197,979 -25,384 -11.36 12,221 -18.99 0.0005
2024-05-15 2024-03-31 13F U HAUL HOLDING COM 023586100 223,363 4,518 2.06 15,086 -4.00 0.0007
2024-02-14 2023-12-31 13F U HAUL HOLDING COM 023586100 218,845 12,369 5.99 15,713 39.46 0.0008
2023-11-14 2023-09-30 13F U HAUL HOLDING COM 023586100 206,476 -17,542 -7.83 11,267 -9.08 0.0006
2023-08-14 2023-06-30 13F U HAUL HOLDING COM 023586100 224,018 1,892 0.85 12,393 -6.47 0.0007
2023-05-15 2023-03-31 13F U HAUL HOLDING COM 023586100 222,126 -47,802 -17.71 13,250 -18.45 0.0007
2023-05-15 2022-12-31 13F/A-99 U HAUL HOLDING COM 023586100 269,928 -3,690 -1.35 16,247 -88.34 0.0010
2023-05-15 2022-12-31 13F U HAUL HOLDING COM 023586100 269,928 -3,690 16,247 0.0010
2022-11-15 2022-09-30 13F AMERCO COM 023586100 273,618 -4,157 -1.50 139,332 4.89 0.0088
2022-08-15 2022-06-30 13F AMERCO COM 023586100 277,775 -1,322 -0.47 132,840 -20.27 0.0080
2022-05-16 2022-03-31 13F AMERCO COM 023586100 279,097 -11,175 -3.85 166,604 -20.97 0.0082
2022-02-14 2021-12-31 13F AMERCO COM 023586100 290,272 17,746 6.51 210,804 19.73 0.0100
2021-11-15 2021-09-30 13F AMERCO COM 023586100 272,526 1,525 0.56 176,060 10.13 0.0093
2021-08-16 2021-06-30 13F AMERCO COM 023586100 271,001 55,849 25.96 159,861 21.29 0.0084
2021-07-09 2021-03-31 13F/A-1 AMERCO COM 023586100 215,152 -26,977 -11.14 131,802 19.91 0.0076
2021-05-17 2021-03-31 13F AMERCO COM 023586100 215,152 -26,977 131,802 0.0076
2021-02-16 2020-12-31 13F AMERCO COM 023586100 242,129 -7,541 -3.02 109,917 23.67 0.0067
2020-11-10 2020-09-30 13F AMERCO COM 023586100 249,670 10,409 4.35 88,878 22.93 0.0061
2020-08-14 2020-06-30 13F AMERCO COM 023586100 239,261 -218 -0.09 72,302 3.91 0.0053
2020-06-19 2020-03-31 13F/A-1 AMERCO COM 023586100 239,479 -10,148 -4.07 69,581 -25.93 0.0061
2020-05-11 2020-03-31 13F AMERCO COM 023586100 239,479 -10,148 69,581 6,110.6128
2020-02-06 2019-12-31 13F AMERCO COM 023586100 249,627 9,604 4.00 93,938 0.34 0.0064
2019-11-14 2019-09-30 13F AMERCO COM 023586100 240,023 9,921 4.31 93,619 7.48 0.0070
2019-08-14 2019-06-30 13F AMERCO COM 023586100 230,102 14,398 6.67 87,105 8.55 0.0065
2019-05-15 2019-03-31 13F AMERCO COM 023586100 215,704 24,535 12.83 80,241 27.73 0.0063
2019-02-12 2018-12-31 13F AMERCO COM 023586100 191,169 11,420 6.35 62,820 -2.01 0.0057
2018-11-09 2018-09-30 13F AMERCO Common equity shares 023586100 179,749 33,925 23.26 64,108 23.42 0.0049
2018-08-14 2018-06-30 13F AMERCO Common equity shares 023586100 145,824 12,843 9.66 51,944 13.11 0.0043
2018-05-15 2018-03-31 13F AMERCO Common equity shares 023586100 132,981 -1,220 -0.91 45,923 -9.48 0.0039
2018-02-14 2017-12-31 13F AMERCO Common equity shares 023586100 134,201 7,131 5.61 50,730 6.56 0.0041
2017-11-14 2017-09-30 13F AMERCO Common equity shares 023586100 127,070 5,879 4.85 47,605 7.29 0.0041
2017-08-14 2017-06-30 13F AMERCO Common equity shares 023586100 121,191 -29,386 -19.52 44,369 -22.68 0.0039
2017-05-15 2017-03-31 13F AMERCO Common equity shares 023586100 150,577 -2,438 -1.59 57,385 1.45 0.0051
2017-02-09 2016-12-31 13F AMERCO Common equity shares 023586100 153,015 13,422 9.62 56,563 25.00 0.0053
2017-01-13 2016-09-30 13F/A-1 AMERCO Common equity shares 023586100 139,593 -11,449 -7.58 45,251 -19.98 0.0046
2016-11-14 2016-09-30 13F AMERCO Common equity shares 023586100 138,993 45,057
2016-08-12 2016-06-30 13F AMERCO Common equity shares 023586100 151,042 -18,410 -10.86 56,553 -6.60 0.0061
2016-05-20 2016-03-31 13F/A-1 AMERCO Common equity shares 023586100 169,452 14,077 9.06 60,549 0.02 0.0065
2016-05-12 2016-03-31 13F AMERCO Common equity shares 023586100 169,452 60,549
2016-02-16 2015-12-31 13F AMERCO Common equity shares 023586100 155,375 42,696 37.89 60,534 36.55 0.0066
2015-11-16 2015-09-30 13F AMERCO Common equity shares 023586100 112,679 -3,212 -2.77 44,332 17.01 0.0052
2015-08-13 2015-06-30 13F AMERCO Common equity shares 023586100 115,891 -5,327 -4.39 37,886 -5.39 0.0040
2015-05-15 2015-03-31 13F AMERCO Common equity shares 023586100 121,218 -137 -0.11 40,045 16.10 0.0041
2015-02-11 2014-12-31 13F AMERCO Common equity shares 023586100 121,355 2,120 1.78 34,491 10.46 0.0034
2014-11-12 2014-09-30 13F/A-1 AMERCO Common equity shares 023586100 119,235 -5,670 -4.54 31,226 -14.00 0.0034
2014-11-10 2014-09-30 13F AMERCO Common equity shares 023586100 119,235 31,226
2014-08-12 2014-06-30 13F AMERCO Common equity shares 023586100 124,905 7,839 6.70 36,311 33.64 0.0039
2014-05-15 2014-03-31 13F/A-1 AMERCO Common equity shares 023586100 117,066 14,765 14.43 27,170 11.67 0.0031
2014-05-13 2014-03-31 13F AMERCO Common equity shares 023586100 117,166 27,193
2014-02-06 2013-12-31 13F/A-1 AMERCO Common equity shares 023586100 102,301 7,708 8.15 24,330 39.69 0.0027
2014-02-06 2013-12-31 13F AMERCO Common equity shares 023586100 166,098 21,065
2013-11-12 2013-09-30 13F AMERCO Common equity shares 023586100 94,593 13,484 16.62 17,417 32.62 0.0021
2013-08-08 2013-06-30 13F AMERCO Common equity shares 023586100 81,109 81,109 13,133 0.0017
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.