U-Haul Holding Company Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK INC. | 05/10/2024 | 5.58 M | $372.36 M | -0.07% | 2.85% |
| VANGUARD GROUP INC | 05/10/2024 | 858,711 | $58.00 M | -2.08% | 0.44% |
| SCHARF INVESTMENTS, LLC | 04/16/2024 | 668,818 | $45.17 M | 1.74% | 0.34% |
| SMEAD CAPITAL MANAGEMENT, INC. | 07/16/2024 | 547,554 | $36.98 M | 2.42% | 0.28% |
| YACKTMAN ASSET MANAGEMENT LP | 05/02/2024 | 471,883 | $31.87 M | -13.96% | 0.24% |
| SOUTHPOINT CAPITAL ADVISORS LP | 05/15/2024 | 430,000 | $29.04 M | 186.67% | 0.22% |
| BLACKROCK INC. | 05/10/2024 | 413,836 | $27.95 M | 5.65% | 0.21% |
| DIMENSIONAL FUND ADVISORS LP | 05/10/2024 | 355,274 | $24.00 M | -7.51% | 0.18% |
| ABRAMS CAPITAL MANAGEMENT, L.P. | 05/14/2024 | 277,011 | $18.71 M | -31.94% | 0.14% |
| FMR LLC | 05/13/2024 | 270,226 | $18.25 M | 0.21% | 0.14% |
| STATE STREET CORP | 05/15/2024 | 223,363 | $15.09 M | 2.06% | 0.11% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/13/2024 | 155,283 | $10.49 M | 6.90% | 0.08% |
| ARTISAN PARTNERS LIMITED PARTNERSHIP | 05/13/2024 | 150,152 | $10.14 M | -3.97% | 0.08% |
| CREDIT SUISSE AG/ | 05/10/2024 | 127,184 | $8.48 M | -2.79% | 0.06% |
| MORGAN STANLEY | 10/17/2024 | 121,531 | $8.21 M | 70.91% | 0.06% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 05/15/2024 | 113,541 | $7.67 M | -7.80% | 0.06% |
| PARKWOOD LLC | 05/15/2024 | 106,400 | $7.19 M | 26.05% | 0.05% |
| OLD WEST INVESTMENT MANAGEMENT, LLC | 05/08/2024 | 103,053 | $6.96 M | 97.06% | 0.05% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2024 | 98,154 | $6.54 M | -3.05% | 0.05% |
| MARSHALL WACE, LLP | 05/15/2024 | 93,800 | $6.34 M | -12.99% | 0.05% |
| ENVESTNET ASSET MANAGEMENT INC | 05/13/2024 | 85,965 | $5.81 M | 15.97% | 0.04% |
| WELLINGTON MANAGEMENT GROUP LLP | 05/15/2024 | 85,868 | $5.80 M | 0.00% | 0.04% |
| BRUCE & CO., INC. | 05/13/2024 | 70,805 | $4.78 M | 0.00% | 0.04% |
| APPLIED FUNDAMENTAL RESEARCH, LLC | 05/02/2024 | 54,279 | $3.67 M | -2.26% | 0.03% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 05/15/2024 | 53,907 | $3.64 M | 8.41% | 0.03% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/09/2024 | 51,397 | $3.47 M | 1.93% | 0.03% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2024 | 47,362 | $3.20 M | -2.75% | 0.02% |
| ARROWMARK COLORADO HOLDINGS LLC | 05/15/2024 | 45,800 | $3.09 M | 43.13% | 0.02% |
| RUSSELL INVESTMENTS GROUP, LTD. | 05/08/2024 | 35,118 | $2.37 M | -5.64% | 0.02% |
| GSA CAPITAL PARTNERS LLP | 05/03/2024 | 33,545 | $2.27 M | -3.53% | 0.02% |
| NORTHERN TRUST CORP | 05/14/2024 | 32,301 | $2.18 M | -11.43% | 0.02% |
| INVESCO LTD. | 05/14/2024 | 31,867 | $2.15 M | 498.22% | 0.02% |
| TWO SIGMA ADVISERS, LP | 05/15/2024 | 30,500 | $2.06 M | 6.27% | 0.02% |
| VISION CAPITAL MANAGEMENT, INC. | 05/09/2024 | 24,902 | $1.68 M | -0.30% | 0.01% |
| MAVEN SECURITIES LTD | 05/14/2024 | 23,200 | $1.57 M | 100.00% | 0.01% |
| NUVEEN ASSET MANAGEMENT, LLC | 05/13/2024 | 21,696 | $1.47 M | -20.45% | 0.01% |
| PROFICIO CAPITAL PARTNERS LLC | 05/02/2024 | 21,327 | $1.44 M | 43.21% | 0.01% |
| CITADEL ADVISORS LLC | 05/15/2024 | 20,708 | $1.40 M | -47.99% | 0.01% |
| BANK OF NEW YORK MELLON CORP | 04/25/2024 | 19,655 | $1.33 M | -58.17% | 0.01% |
| CITADEL ADVISORS LLC | 05/15/2024 | 19,300 | $1.30 M | 503.13% | 0.01% |
| RENAISSANCE TECHNOLOGIES LLC | 05/13/2024 | 17,166 | $1.16 M | 100.00% | 0.01% |
| MCDONALD PARTNERS LLC | 04/15/2024 | 16,125 | $1.09 M | -1.23% | 0.01% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/07/2024 | 15,800 | $1.07 M | 100.00% | 0.01% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/07/2024 | 15,737 | $1.06 M | 3.95% | 0.01% |
| WINMILL & CO. INC | 05/14/2024 | 15,300 | $1.03 M | -3.95% | 0.01% |
| CITIGROUP INC | 05/10/2024 | 14,152 | $955,825 | 23.76% | 0.01% |
| BARNETT & COMPANY, INC. | 05/14/2024 | 14,110 | $952,989 | -2.76% | 0.01% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 05/15/2024 | 14,053 | $949,160 | -6.84% | 0.01% |
| UBS ASSET MANAGEMENT AMERICAS INC | 05/15/2024 | 13,856 | $935,834 | 0.00% | 0.01% |
| CAMPBELL & CO INVESTMENT ADVISER LLC | 05/10/2024 | 13,842 | $934,889 | 26.46% | 0.01% |
U-Haul Holding Companyinstitutional Ownership - FAQ's
During the previous two years, 106 institutional investors and hedge funds held shares of U-Haul Holding Company. The most heavily invested institutionals were:
BlackRock Inc.: 5.49 M
CREDIT SUISSE AG/: 127,184
Highlander Capital Management, LLC: 8,570
Steward Financial Group LLC: 19
Ergoteles LLC: 0
BerganKDV Wealth Management, LLC: 0
3.52% of U-Haul Holding Company stock is owned by institutional investors.
Institutional investors have bought a total of 6.46 M shares in the last 24 months. This purchase volume represents approximately $456.76 M in transactions.