U-Haul Holding Company
DE ˙ DB ˙ US0235861004
46,40 € ↓ -1,20 (-2,52%)
2026-06-04
CENA AKCJI
SecurityDE:AUK / U-Haul Holding Company
InstitutionMorgan Stanley
Latest Disclosed Ownership179,546 shares
Latest Disclosed Value $ 8,578,756
Morgan Stanley reports 6.23% decrease in ownership of AUK / U-Haul Holding Company

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 179,546 shares of U-Haul Holding Company (DE:AUK) valued at $7,110,022 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 191,484 shares of U-Haul Holding Company. This represents a change in shares of -6.23% during the quarter. The current value of the position is $8,330,934 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 179,546 -11,938 -6.23 8,579 -11.13 0.0005
2026-05-27 2025-12-31 13F/A-1 U HAUL HOLDING COM 023586100 191,484 42,620 28.63 9,653 13.62 0.0006
2026-02-13 2025-12-31 13F U HAUL HOLDING COM 023586100 191,484 42,620 9,653 0.0006
2026-05-27 2025-09-30 13F/A-1 U HAUL HOLDING COM 023586100 148,864 46,847 45.92 8,496 37.50 0.0005
2025-11-14 2025-09-30 13F U HAUL HOLDING COM 023586100 148,864 46,847 8,496 0.0005
2025-08-15 2025-06-30 13F U HAUL HOLDING COM 023586100 102,017 3,237 3.28 6,178 -4.31 0.0004
2025-05-15 2025-03-31 13F U HAUL HOLDING COM 023586100 98,780 5,084 5.43 6,456 -0.26 0.0005
2025-05-15 2024-12-31 13F/A-1 U HAUL HOLDING COM 023586100 93,696 -46,215 -33.03 6,474 -40.29 0.0005
2025-02-14 2024-12-31 13F U HAUL HOLDING COM 023586100 93,696 -46,215 6,474 0.0005
2025-05-14 2024-09-30 13F/A-2 U HAUL HOLDING COM 023586100 139,911 6,282 4.70 10,840 31.41 0.0008
2025-02-14 2024-09-30 13F/A-1 U HAUL HOLDING COM 023586100 139,911 6,282 10,840 0.0008
2024-11-14 2024-09-30 13F U HAUL HOLDING COM 023586100 139,911 6,282 10,840 0.0008
2025-05-14 2024-06-30 13F/A-2 U HAUL HOLDING COM 023586100 133,629 12,098 9.95 8,249 0.50 0.0006
2024-10-17 2024-06-30 13F/A-1 U HAUL HOLDING COM 023586100 133,629 12,098 8,249 0.0006
2024-08-14 2024-06-30 13F U HAUL HOLDING COM 023586100 133,629 12,098 8,249 0.0006
2024-10-17 2024-03-31 13F/A-2 U HAUL HOLDING COM 023586100 121,531 50,423 70.91 8,208 60.78 0.0007
2024-08-16 2024-03-31 13F/A-1 U HAUL HOLDING COM 023586100 121,531 50,423 8,208 0.0001
2024-05-15 2024-03-31 13F U HAUL HOLDING COM 023586100 121,531 50,423 8,208 0.0007
2024-08-16 2023-12-31 13F/A-1 U HAUL HOLDING COM 023586100 71,108 -1,961 -2.68 5,106 28.04 0.0004
2024-02-13 2023-12-31 13F U HAUL HOLDING COM 023586100 71,108 -1,961 5,106 0.0004
2023-11-15 2023-09-30 13F U HAUL HOLDING COM 023586100 73,069 -9,129 -11.11 3,987 -12.32 0.0004
2023-08-14 2023-06-30 13F U HAUL HOLDING COM 023586100 82,198 -67,069 -44.93 4,547 -48.93 0.0004
2023-05-15 2023-03-31 13F U HAUL HOLDING COM 023586100 149,267 15,787 11.83 8,904 10.82 0.0010
2023-02-14 2022-12-31 13F U HAUL HOLDING COM 023586100 133,480 72,694 119.59 8,034 -74.05 0.0009
2022-11-14 2022-09-30 13F AMERCO COM 023586100 60,786 1,935 3.29 30,954 9.98 0.0042
2022-10-27 2022-06-30 13F/A-1 AMERCO COM 023586100 58,851 25,402 75.94 28,145 40.96 0.0037
2022-08-15 2022-06-30 13F AMERCO COM 023586100 58,851 25,402 28,145 0.0037
2022-10-27 2022-03-31 13F/A-1 AMERCO COM 023586100 33,449 -452 -1.33 19,967 -18.90 0.0027
2022-05-13 2022-03-31 13F AMERCO COM 023586100 33,449 -452 19,967 0.0027
2022-02-14 2021-12-31 13F AMERCO COM 023586100 33,901 -731 -2.11 24,620 10.04 0.0030
2021-11-15 2021-09-30 13F AMERCO COM 023586100 34,632 3,410 10.92 22,374 21.58 0.0030
2021-08-23 2021-06-30 13F/A-1 AMERCO COM 023586100 31,222 6,585 26.73 18,403 21.93 0.0024
2021-08-16 2021-06-30 13F AMERCO COM 023586100 31,222 6,585 18,403 0.0005
2021-05-17 2021-03-31 13F AMERCO COM 023586100 24,637 -3,987 -13.93 15,093 16.15 0.0022
2021-02-16 2020-12-31 13F AMERCO COM 023586100 28,624 -22,241 -43.73 12,994 -28.24 0.0020
2020-11-13 2020-09-30 13F AMERCO COM 023586100 50,865 2,481 5.13 18,107 23.84 0.0035
2020-08-14 2020-06-30 13F AMERCO COM 023586100 48,384 13,842 40.07 14,621 45.69 0.0032
2020-05-26 2020-03-31 13F/A-1 AMERCO COM 023586100 34,542 -12,098 -25.94 10,036 -42.75 0.0027
2020-05-15 2020-03-31 13F AMERCO COM 023586100 34,542 -12,098 10,036 770.9740
2020-02-14 2019-12-31 13F AMERCO COM 023586100 46,640 730 1.59 17,529 -2.11 0.0041
2019-11-14 2019-09-30 13F AMERCO COM 023586100 45,910 -836 -1.79 17,907 1.19 0.0047
2019-08-14 2019-06-30 13F AMERCO COM 023586100 46,746 -25,134 -34.97 17,696 -33.73 0.0047
2019-05-15 2019-03-31 13F AMERCO COM 023586100 71,880 -521 -0.72 26,703 12.41 0.0076
2019-02-14 2018-12-31 13F AMERCO COM 023586100 72,401 -8,070 -10.03 23,756 -17.23 0.0071
2019-04-23 2018-09-30 13F/A-2 AMERCO COM 023586100 80,471 1,482 1.88 28,702 2.02 0.0072
2018-11-20 2018-09-30 13F/A-1 AMERCO COM 023586100 80,471 0 28,702 0.0072
2018-11-14 2018-09-30 13F AMERCO COM 023586100 80,471 1,482 28,702
2019-04-23 2018-06-30 13F/A-1 AMERCO COM 023586100 78,989 5,402 7.34 28,133 10.79 0.0076
2018-08-14 2018-06-30 13F AMERCO COM 023586100 78,989 5,402 28,133
2019-04-23 2018-03-31 13F/A-1 AMERCO COM 023586100 73,587 14,959 25.52 25,394 14.61 0.0070
2018-05-14 2018-03-31 13F AMERCO COM 023586100 73,587 14,959 25,394
2019-04-23 2017-12-31 13F/A-1 AMERCO COM 023586100 58,628 903 1.56 22,157 2.38 0.0061
2018-02-14 2017-12-31 13F AMERCO COM 023586100 58,628 903 22,157
2017-11-14 2017-09-30 13F AMERCO COM 023586100 57,725 2,309 4.17 21,641 6.68 0.0065
2017-08-11 2017-06-30 13F AMERCO COM 023586100 55,416 1,426 2.64 20,286 -1.43 0.0061
2017-05-22 2017-03-31 13F/A-1 AMERCO COM 023586100 53,990 14,669 37.31 20,580 41.61 0.0063
2017-05-12 2017-03-31 13F AMERCO COM 023586100 53,990 20,580
2017-02-22 2016-12-31 13F/A-1 AMERCO COM 023586100 39,321 -6,416 -14.03 14,533 -2.00 0.0048
2017-02-13 2016-12-31 13F AMERCO COM 023586100 39,321 14,533
2016-11-10 2016-09-30 13F AMERCO COM 023586100 45,737 32,688 250.50 14,830 203.46 0.0051
2016-08-12 2016-06-30 13F AMERCO COM 023586100 13,049 -11,663 -47.20 4,887 -44.65 0.0018
2016-05-12 2016-03-31 13F AMERCO COM 023586100 24,712 -20,144 -44.91 8,829 -49.46 0.0034
2016-02-09 2015-12-31 13F AMERCO COM 023586100 44,856 15,180 51.15 17,471 49.63 0.0063
2016-02-08 2015-09-30 13F/A-1 AMERCO COM 023586100 29,676 7,964 36.68 11,676 64.50 0.0043
2015-11-09 2015-09-30 13F AMERCO COM 023586100 29,676 11,676
2015-08-12 2015-06-30 13F AMERCO COM 023586100 21,712 -20,025 -47.98 7,098 -48.53 0.0025
2015-05-14 2015-03-31 13F AMERCO COM 023586100 41,737 6,156 17.30 13,790 36.33 0.0051
2015-02-13 2014-12-31 13F AMERCO COM 023586100 35,581 -8,645 -19.55 10,115 -12.67 0.0037
2014-12-16 2014-09-30 13F/A-1 AMERCO COM 023586100 44,226 5,368 13.81 11,582 2.52 0.0045
2014-11-14 2014-09-30 13F AMERCO COM 023586100 44,226 11,582
2014-08-12 2014-06-30 13F AMERCO COM 023586100 38,858 20,325 109.67 11,297 162.60 0.0193
2014-05-13 2014-03-31 13F AMERCO COM 023586100 18,533 -34,907 -65.32 4,302 -66.15 0.0018
2014-02-13 2013-12-31 13F AMERCO COM 023586100 53,440 -32,439 -37.77 12,710 -19.62 0.0054
2013-11-13 2013-09-30 13F AMERCO COM ST COM 023586100 85,879 7,433 9.48 15,813 24.50 0.0075
2013-08-08 2013-06-30 13F AMERCO COM ST COM 023586100 78,446 78,446 12,701 0.0064
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.