U-Haul Holding Company
DE ˙ DB ˙ US0235861004
47,60 € ↑1,20 (2,59%)
2026-06-05
DEL PRIS
SecurityDE:AUK / U-Haul Holding Company
InstitutionRockefeller Capital Management L.P.
Latest Disclosed Ownership1,689 shares
Latest Disclosed Value $ 80,701
Rockefeller Capital Management L.P. reports 9,835.29% increase in ownership of AUK / U-Haul Holding Company

On May 14, 2026 - Rockefeller Capital Management L.P. filed a 13F-HR form disclosing ownership of 1,689 shares of U-Haul Holding Company (DE:AUK) valued at $66,884 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on March 16, 2026 disclosing 17 shares of U-Haul Holding Company. The current value of the position is $80,396 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)
2026-05-14 2026-03-31 13F U HAUL HOLDING COM 023586100 1,689 1,672 9,835.29 81 0.0001
2026-03-16 2025-12-31 13F/A-1 U HAUL HOLDING COM 023586100 17 -628 -97.36 1 -100.00 0.0000
2026-02-14 2025-12-31 13F U HAUL HOLDING COM 023586100 17 -628 1 0.0000
2025-11-14 2025-09-30 13F U HAUL HOLDING COM 023586100 645 645 37 0.0001
2023-05-17 2023-03-31 13F U HAUL HOLDING COM 023586100 0 -324 -100.00 0 -100.00
2023-03-06 2022-12-31 13F U HAUL HOLDING COM 023586100 324 0 0.00 19 -88.41 0.0001
2022-11-02 2022-09-30 13F AMERCO COM 023586100 324 -5 -1.52 164 4.46 0.0008
2022-08-12 2022-06-30 13F AMERCO COM 023586100 329 -47 -12.50 157 -29.91 0.0008
2022-05-13 2022-03-31 13F AMERCO COM 023586100 376 47 14.29 224 -5.88 0.0011
2022-02-14 2021-12-31 13F AMERCO COM 023586100 329 0 0.00 238 12.26 0.0011
2021-11-12 2021-09-30 13F AMERCO COM 023586100 329 0 0.00 212 9.84 0.0011
2021-08-10 2021-06-30 13F AMERCO COM 023586100 329 0 0.00 193 -3.98 0.0011
2021-05-11 2021-03-31 13F AMERCO COM 023586100 329 0 0.00 201 34.90 0.0014
2021-02-12 2020-12-31 13F AMERCO COM 023586100 329 0 0.00 149 27.35 0.0011
2020-11-13 2020-09-30 13F AMERCO COM 023586100 329 -62 -15.86 117 -0.85 0.0011
2020-08-12 2020-06-30 13F AMERCO COM 023586100 391 0 0.00 118 3.51 0.0012
2020-05-12 2020-03-31 13F AMERCO COM 023586100 391 60 18.13 114 -8.06 0.0015
2020-02-07 2019-12-31 13F AMERCO COM 023586100 331 32 10.70 124 5.98 0.0015
2019-11-12 2019-09-30 13F AMERCO COM 023586100 299 5 1.70 117 5.41 0.0016
2019-08-09 2019-06-30 13F AMERCO COM 023586100 294 294 111 0.0015
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.