U-Haul Holding Company Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 01/29/2026 | 867.15 K | $43.71 M | 1.95% | 0.44% |
| NORGES BANK | 02/10/2026 | 546.48 K | $27.55 M | 100.00% | 0.28% |
| BLACKROCK, INC. | 02/12/2026 | 507.27 K | $25.57 B | 13.46% | 0.26% |
| SCHARF INVESTMENTS, LLC | 01/15/2026 | 431.25 K | $21.74 M | -21.32% | 0.22% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 411.61 K | $20.75 M | 8.00% | 0.21% |
| YACKTMAN ASSET MANAGEMENT LP | 02/03/2026 | 327.28 K | $16.50 M | -1.06% | 0.17% |
| MORGAN STANLEY | 02/13/2026 | 191.48 K | $9.65 B | 28.63% | 0.10% |
| TWO SIGMA ADVISERS, LP | 02/17/2026 | 174.40 K | $8.79 M | -8.07% | 0.09% |
| STATE STREET CORP | 02/13/2026 | 140.56 K | $7.09 M | 32.80% | 0.07% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 127.95 K | $6.45 M | -5.12% | 0.07% |
| ORVIETO PARTNERS, L.P. | 02/12/2026 | 127.00 K | $6.40 M | 1,487.50% | 0.06% |
| 02/11/2026 | 102.79 K | $5.18 M | 100.00% | 0.05% | |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 90.57 K | $4.57 M | -25.01% | 0.05% |
| HRT FINANCIAL LP | 02/12/2026 | 76.17 K | $3.84 M | -16.35% | 0.04% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 02/13/2026 | 75.72 K | $3.82 M | 110.99% | 0.04% |
| BRUCE & CO., INC. | 02/13/2026 | 73.90 K | $3.73 M | 0.00% | 0.04% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 72.72 K | $3.67 M | -10.91% | 0.04% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 68.44 K | $3.45 M | 340.90% | 0.03% |
| GOLDMAN SACHS GROUP INC | 02/10/2026 | 59.79 K | $3.01 M | 100.75% | 0.03% |
| TUDOR INVESTMENT CORP ET AL | 02/17/2026 | 56.61 K | $2.85 M | -40.66% | 0.03% |
| UBS GROUP AG | 01/29/2026 | 51.54 K | $2.60 B | 55.80% | 0.03% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 38.93 K | $1.96 B | -13.89% | 0.02% |
| BARCLAYS PLC | 02/13/2026 | 37.77 K | $1.90 B | 193.79% | 0.02% |
| ABRAMS CAPITAL MANAGEMENT, L.P. | 02/13/2026 | 36.40 K | $1.83 M | 0.00% | 0.02% |
| ROYAL BANK OF CANADA | 02/17/2026 | 36.15 K | $1.82 M | -1.49% | 0.02% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/13/2026 | 33.02 K | $1.66 M | 11.61% | 0.02% |
| CITIGROUP INC | 02/13/2026 | 29.39 K | $1.48 M | -8.02% | 0.02% |
| XTX TOPCO LTD | 02/17/2026 | 28.08 K | $1.42 B | 100.00% | 0.01% |
| VOYA INVESTMENT MANAGEMENT LLC | 02/12/2026 | 25.70 K | $1.30 M | -45.10% | 0.01% |
| VERITION FUND MANAGEMENT LLC | 02/13/2026 | 24.42 K | $1.23 M | 11.22% | 0.01% |
| NUVEEN, LLC | 02/12/2026 | 22.35 K | $1.13 B | 17.83% | 0.01% |
| IEQ CAPITAL, LLC | 02/13/2026 | 22.11 K | $1.11 M | 100.00% | 0.01% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 19.87 K | $1.00 M | 7.46% | 0.01% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 02/13/2026 | 19.15 K | $965.50 K | 0.00% | 0.01% |
| UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 01/28/2026 | 16.90 K | $859.70 K | 0.00% | 0.01% |
| SWISS NATIONAL BANK | 02/12/2026 | 15.50 K | $781.36 K | 100.00% | 0.01% |
| CITADEL ADVISORS LLC | 02/17/2026 | 14.40 K | $725.90 K | 24.14% | 0.01% |
| MCDONALD PARTNERS LLC | 02/02/2026 | 14.33 K | $722.14 K | -1.38% | 0.01% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/13/2026 | 12.77 K | $643.69 K | 79.24% | 0.01% |
| NEW YORK STATE COMMON RETIREMENT FUND | 02/12/2026 | 11.37 K | $572.96 K | 0.00% | 0.01% |
| AMERICAN CENTURY COMPANIES INC | 02/13/2026 | 11.35 K | $572.31 K | 1.87% | 0.01% |
| SQUAREPOINT OPS LLC | 02/13/2026 | 11.26 K | $567.47 K | 84.48% | 0.01% |
| CITADEL ADVISORS LLC | 02/17/2026 | 10.93 K | $551.13 K | -89.26% | 0.01% |
| JPMORGAN CHASE & CO | 02/11/2026 | 10.47 K | $527.54 K | 8.63% | 0.01% |
| LPL FINANCIAL LLC | 02/11/2026 | 10.44 K | $526.45 K | -23.51% | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 10.18 K | $513.26 M | -15.34% | 0.01% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 9.30 K | $468.81 K | 100.00% | 0.00% |
| DEUTSCHE BANK AG\ | 02/11/2026 | 8.58 K | $432.57 K | 1.94% | 0.00% |
| CAPROCK GROUP, LLC | 01/28/2026 | 8.29 K | $417.90 K | 100.00% | 0.00% |
| OPTAS, LLC | 01/27/2026 | 8.28 K | $417.29 K | 100.39% | 0.00% |
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U-Haul Holding Company institutional Ownership - FAQ's
During the previous two years, 311 institutional investors and hedge funds held shares of U-Haul Holding Company. The most heavily invested institutionals were:
VANGUARD GROUP INC: 867,149
NORGES BANK: 546,476
BlackRock, Inc.: 507,267
SCHARF INVESTMENTS, LLC: 431,250
DIMENSIONAL FUND ADVISORS LP: 411,614
YACKTMAN ASSET MANAGEMENT LP: 327,276
0.93% of U-Haul Holding Company stock is owned by institutional investors.
Institutional investors have bought a total of 6.22 M shares in the last 24 months. This purchase volume represents approximately $319.54 M in transactions.