U-Haul Holding Company Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SCHARF INVESTMENTS, LLC | 10/16/2024 | 704,004 | $54.55 M | 3.98% | 0.36% |
| SOUTHPOINT CAPITAL ADVISORS LP | 11/14/2024 | 600,000 | $46.49 M | 13.21% | 0.31% |
| SMEAD CAPITAL MANAGEMENT, INC. | 11/07/2024 | 543,233 | $42.09 M | -0.76% | 0.28% |
| TRIAN FUND MANAGEMENT, L.P. | 11/13/2024 | 449,595 | $34.83 M | 15.37% | 0.23% |
| YACKTMAN ASSET MANAGEMENT LP | 10/30/2024 | 435,032 | $33.71 M | -7.12% | 0.22% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 418,378 | $32.42 M | 100.00% | 0.21% |
| LORD, ABBETT & CO. LLC | 12/13/2024 | 224,036 | $17.36 M | 100.00% | 0.11% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 177,677 | $13.77 M | 12.80% | 0.09% |
| OLD WEST INVESTMENT MANAGEMENT, LLC | 11/19/2024 | 125,947 | $9.76 M | 11.65% | 0.06% |
| PARKWOOD LLC | 11/14/2024 | 99,659 | $7.72 M | -8.07% | 0.05% |
| ARROWMARK COLORADO HOLDINGS LLC | 11/14/2024 | 75,800 | $5.87 M | -37.25% | 0.04% |
| BRUCE & CO., INC. | 11/14/2024 | 75,105 | $5.82 M | 0.00% | 0.04% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 11/14/2024 | 63,676 | $4.93 M | -17.08% | 0.03% |
| APPLIED FUNDAMENTAL RESEARCH, LLC | 11/13/2024 | 61,300 | $4.75 M | 0.00% | 0.03% |
| MARSHALL WACE, LLP | 11/14/2024 | 47,132 | $3.65 M | -42.66% | 0.02% |
| ABRAMS CAPITAL MANAGEMENT, L.P. | 11/08/2024 | 36,401 | $2.82 M | -51.47% | 0.02% |
| VISION CAPITAL MANAGEMENT, INC. | 11/05/2024 | 25,425 | $1.97 M | 3.08% | 0.01% |
| GSA CAPITAL PARTNERS LLP | 11/05/2024 | 18,798 | $1.46 M | -27.13% | 0.01% |
| ROBOTTI ROBERT | 11/14/2024 | 17,100 | $1.32 M | 0.00% | 0.01% |
| MCDONALD PARTNERS LLC | 10/15/2024 | 15,100 | $1.17 M | -6.36% | 0.01% |
| TREASURER OF THE STATE OF NORTH CAROLINA | 11/14/2024 | 14,080 | $1.09 M | 320.30% | 0.01% |
| BARNETT & COMPANY, INC. | 11/05/2024 | 14,050 | $1.09 M | 0.00% | 0.01% |
| HRT FINANCIAL LP | 11/12/2024 | 13,912 | $1.08 M | -29.77% | 0.01% |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP | 11/04/2024 | 13,640 | $1.06 M | 9.48% | 0.01% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 11/14/2024 | 13,388 | $1.04 M | -4.01% | 0.01% |
| KERRISDALE ADVISERS, LLC | 11/14/2024 | 12,714 | $985,081 | 0.00% | 0.01% |
| CI PRIVATE WEALTH, LLC | 11/12/2024 | 12,330 | $917,002 | 50.79% | 0.01% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2024 | 12,208 | $945,876 | -5.57% | 0.01% |
| MGO ONE SEVEN LLC | 10/15/2024 | 11,055 | $856,542 | -4.70% | 0.01% |
| ATRIA INVESTMENTS, INC | 11/01/2024 | 10,881 | $843,060 | 7.04% | 0.01% |
| QUANTINNO CAPITAL MANAGEMENT LP | 11/14/2024 | 10,228 | $792,475 | 78.81% | 0.01% |
| BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 11/12/2024 | 10,210 | $760,951 | 5.04% | 0.01% |
| U.S. CAPITAL WEALTH ADVISORS, LLC | 10/22/2024 | 10,000 | $774,800 | 100.00% | 0.01% |
| KEELEY-TETON ADVISORS, LLC | 11/13/2024 | 9,191 | $712,119 | 100.00% | 0.00% |
| 11/04/2024 | 8,570 | $664,000 | 100.00% | 0.00% | |
| DIVERSIFIED INVESTMENT STRATEGIES, LLC | 11/05/2024 | 8,464 | $655,791 | -1.11% | 0.00% |
| VERITION FUND MANAGEMENT LLC | 11/14/2024 | 8,371 | $648,585 | 93.59% | 0.00% |
| AQUATIC CAPITAL MANAGEMENT LLC | 11/14/2024 | 8,300 | $643,084 | 100.00% | 0.00% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/18/2024 | 8,254 | $640,000 | 28.73% | 0.00% |
| REDMONT WEALTH ADVISORS LLC | 10/16/2024 | 7,388 | $572,422 | -4.78% | 0.00% |
| NORMAN FIELDS, GOTTSCHO CAPITAL MANAGEMENT, LLC | 10/01/2024 | 7,228 | $560,000 | 0.00% | 0.00% |
| GABELLI FUNDS LLC | 11/13/2024 | 7,000 | $542,360 | 100.00% | 0.00% |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 11/14/2024 | 6,565 | $508,657 | 0.00% | 0.00% |
| OPPENHEIMER & CLOSE, LLC | 10/17/2024 | 6,215 | $481,538 | 0.00% | 0.00% |
| INGALLS & SNYDER LLC | 11/14/2024 | 5,856 | $454,000 | -0.93% | 0.00% |
| APPLIED FINANCE CAPITAL MANAGEMENT, LLC | 11/01/2024 | 5,844 | $274,551 | 26.49% | 0.00% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 10/18/2024 | 5,626 | $435,901 | 27.75% | 0.00% |
| INTELLECTUS PARTNERS, LLC | 11/06/2024 | 5,340 | $413,743 | 5.43% | 0.00% |
| CLEARBRIDGE INVESTMENTS, LLC | 11/12/2024 | 5,200 | $402,896 | 0.00% | 0.00% |
| BOOTHBAY FUND MANAGEMENT, LLC | 11/14/2024 | 5,097 | $394,916 | 100.00% | 0.00% |
U-Haul Holding Companyinstitutional Ownership - FAQ's
During the previous two years, 250 institutional investors and hedge funds held shares of U-Haul Holding Company. The most heavily invested institutionals were:
FIRST HAWAIIAN BANK: 0
SCHARF INVESTMENTS, LLC: 704,004
Southpoint Capital Advisors LP: 600,000
Smead Capital Management, Inc.: 543,233
TRIAN FUND MANAGEMENT, L.P.: 449,595
YACKTMAN ASSET MANAGEMENT LP: 435,032
3.50% of U-Haul Holding Company stock is owned by institutional investors.
Institutional investors have bought a total of 11.03 M shares in the last 24 months. This purchase volume represents approximately $787.52 M in transactions.