U-Haul Holding Company Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 05/09/2025 | 847.18 K | $55.37 M | 1.42% | 0.43% |
| SOUTHPOINT CAPITAL ADVISORS LP | 05/15/2025 | 700.00 K | $45.75 M | 0.00% | 0.36% |
| TRIAN FUND MANAGEMENT, L.P. | 05/15/2025 | 652.00 K | $42.61 M | 0.00% | 0.33% |
| SCHARF INVESTMENTS, LLC | 04/23/2025 | 610.92 K | $39.93 M | -3.85% | 0.31% |
| BLACKROCK, INC. | 05/02/2025 | 470.03 K | $30.72 M | 11.10% | 0.24% |
| YACKTMAN ASSET MANAGEMENT LP | 04/30/2025 | 335.48 K | $21.93 M | -9.83% | 0.17% |
| DIMENSIONAL FUND ADVISORS LP | 05/13/2025 | 284.06 K | $18.56 M | -13.31% | 0.14% |
| SMEAD CAPITAL MANAGEMENT, INC. | 05/14/2025 | 209.65 K | $13.70 M | -53.20% | 0.11% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/13/2025 | 164.91 K | $10.78 M | 2.60% | 0.08% |
| OLD WEST INVESTMENT MANAGEMENT, LLC | 05/14/2025 | 135.51 K | $8.86 M | 1.48% | 0.07% |
| STATE STREET CORP | 05/15/2025 | 135.43 K | $8.85 M | -25.33% | 0.07% |
| ENVESTNET ASSET MANAGEMENT INC | 04/29/2025 | 130.47 K | $8.53 M | 23.84% | 0.07% |
| TWO SIGMA ADVISERS, LP | 05/15/2025 | 124.70 K | $8.15 M | 5.86% | 0.06% |
| PARKWOOD LLC | 05/15/2025 | 118.55 K | $7.75 M | -9.33% | 0.06% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2025 | 102.51 K | $6.58 M | 1.33% | 0.05% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2025 | 100.70 K | $6.58 M | -10.87% | 0.05% |
| MORGAN STANLEY | 05/15/2025 | 98.78 K | $6.46 M | 5.43% | 0.05% |
| UBS GROUP AG | 05/13/2025 | 88.19 K | $5.76 M | 133.49% | 0.05% |
| CITADEL ADVISORS LLC | 05/15/2025 | 87.23 K | $5.70 M | 181.61% | 0.04% |
| D. E. SHAW & CO., INC. | 05/15/2025 | 77.05 K | $5.04 M | 62.01% | 0.04% |
| ARROWMARK COLORADO HOLDINGS LLC | 05/15/2025 | 75.80 K | $4.95 M | 0.00% | 0.04% |
| BRUCE & CO., INC. | 05/14/2025 | 73.90 K | $4.83 M | 0.00% | 0.04% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 05/15/2025 | 64.41 K | $4.21 M | -25.35% | 0.03% |
| QUANTINNO CAPITAL MANAGEMENT LP | 05/12/2025 | 61.89 K | $4.05 M | 98.96% | 0.03% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2025 | 55.97 K | $3.66 M | 100.00% | 0.03% |
| VERITION FUND MANAGEMENT LLC | 05/15/2025 | 43.16 K | $2.82 M | 4.45% | 0.02% |
| VOYA INVESTMENT MANAGEMENT LLC | 06/18/2025 | 41.24 K | $2.70 M | 40.05% | 0.02% |
| NORTHERN TRUST CORP | 05/13/2025 | 38.04 K | $2.49 M | 10.15% | 0.02% |
| ABRAMS CAPITAL MANAGEMENT, L.P. | 05/09/2025 | 36.40 K | $2.38 M | 0.00% | 0.02% |
| GABELLI FUNDS LLC | 05/14/2025 | 34.17 K | $2.23 M | 11.66% | 0.02% |
| ROYAL BANK OF CANADA | 05/15/2025 | 34.05 K | $2.23 M | 157.65% | 0.02% |
| HRT FINANCIAL LP | 05/15/2025 | 32.96 K | $2.15 M | 149.00% | 0.02% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 05/15/2025 | 30.28 K | $1.98 M | -4.88% | 0.02% |
| CITIGROUP INC | 05/12/2025 | 29.48 K | $1.93 M | -11.55% | 0.02% |
| STRS OHIO | 05/28/2025 | 29.17 K | $1.91 M | 22.52% | 0.01% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 05/14/2025 | 26.77 K | $1.75 M | 100.00% | 0.01% |
| APPLIED FUNDAMENTAL RESEARCH, LLC | 04/30/2025 | 25.09 K | $1.64 M | 0.00% | 0.01% |
| JANE STREET GROUP, LLC | 05/19/2025 | 23.81 K | $1.56 M | 100.00% | 0.01% |
| 05/12/2025 | 23.47 K | $1.53 M | 100.00% | 0.01% | |
| BANK OF NEW YORK MELLON CORP | 04/29/2025 | 22.05 K | $1.44 M | -3.34% | 0.01% |
| DNB ASSET MANAGEMENT AS | 05/15/2025 | 19.51 K | $1.15 M | 100.00% | 0.01% |
| 05/06/2025 | 16.90 K | $1.10 M | 100.00% | 0.01% | |
| WELLS FARGO & COMPANY/MN | 05/13/2025 | 16.89 K | $1.10 M | -9.18% | 0.01% |
| TREASURER OF THE STATE OF NORTH CAROLINA | 05/15/2025 | 16.80 K | $1.10 M | -33.42% | 0.01% |
| TREXQUANT INVESTMENT LP | 05/14/2025 | 16.15 K | $1.06 M | 100.00% | 0.01% |
| AQUATIC CAPITAL MANAGEMENT LLC | 05/15/2025 | 15.55 K | $1.02 M | 37.84% | 0.01% |
| MCDONALD PARTNERS LLC | 05/15/2025 | 14.93 K | $975.50 K | 0.84% | 0.01% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2025 | 14.87 K | $971.64 K | -12.38% | 0.01% |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 05/12/2025 | 13.39 K | $875.37 K | 0.00% | 0.01% |
| BARNETT & COMPANY, INC. | 05/12/2025 | 12.85 K | $839.88 K | -8.54% | 0.01% |
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U-Haul Holding Company institutional Ownership - FAQ's
During the previous two years, 323 institutional investors and hedge funds held shares of U-Haul Holding Company. The most heavily invested institutionals were:
VANGUARD GROUP INC: 847,177
Southpoint Capital Advisors LP: 700,000
TRIAN FUND MANAGEMENT, L.P.: 652,000
SCHARF INVESTMENTS, LLC: 610,916
BlackRock, Inc.: 470,032
YACKTMAN ASSET MANAGEMENT LP: 335,478
3.50% of U-Haul Holding Company stock is owned by institutional investors.
Institutional investors have bought a total of 8.49 M shares in the last 24 months. This purchase volume represents approximately $516.91 M in transactions.