Recent Quarter Total Invested
$465.78 M
Recent Quarter Institutional Ownership Percentage
3.52%
Total Invested of Last Quarter
$505.15 M
Ownership Percentage of Last Quarter
3.59%
U-Haul Holding Company Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 05/10/2024 | 9.29 M | $619.58 M | 0.18% | 4.74% |
| BLACKROCK INC. | 05/10/2024 | 5.58 M | $372.36 M | -0.07% | 2.85% |
| DIMENSIONAL FUND ADVISORS LP | 05/10/2024 | 3.91 M | $260.62 M | -6.68% | 1.99% |
| FMR LLC | 05/13/2024 | 3.28 M | $218.72 M | -2.04% | 1.67% |
| WELLINGTON MANAGEMENT GROUP LLP | 05/15/2024 | 2.35 M | $156.54 M | -22.41% | 1.20% |
| STATE STREET CORP | 05/15/2024 | 2.33 M | $155.69 M | 2.36% | 1.19% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/13/2024 | 1.54 M | $102.72 M | 3.15% | 0.79% |
| VANGUARD GROUP INC | 05/10/2024 | 858,711 | $58.00 M | -2.08% | 0.44% |
| MORGAN STANLEY | 08/16/2024 | 673,930 | $44.94 M | 7.05% | 0.34% |
| SCHARF INVESTMENTS, LLC | 04/16/2024 | 668,818 | $45.17 M | 1.74% | 0.34% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/09/2024 | 629,968 | $42.01 M | -30.54% | 0.32% |
| SMEAD CAPITAL MANAGEMENT, INC. | 07/16/2024 | 547,554 | $36.98 M | 2.42% | 0.28% |
| NORTHERN TRUST CORP | 05/14/2024 | 534,389 | $35.63 M | -5.40% | 0.27% |
| 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% |
| UBS ASSET MANAGEMENT AMERICAS INC | 05/15/2024 | 371,780 | $24.79 M | 0.36% | 0.19% |
| BANK OF NEW YORK MELLON CORP | 04/25/2024 | 357,808 | $23.86 M | -6.23% | 0.18% |
| DIMENSIONAL FUND ADVISORS LP | 05/10/2024 | 355,274 | $24.00 M | -7.51% | 0.18% |
| LEGAL & GENERAL GROUP PLC | 07/01/2024 | 345,284 | $23.02 M | -0.80% | 0.18% |
| SWISS NATIONAL BANK | 05/07/2024 | 290,731 | $19.39 M | -3.87% | 0.15% |
| INVESCO LTD. | 05/14/2024 | 285,984 | $19.07 M | 23.91% | 0.15% |
| 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% |
| NUVEEN ASSET MANAGEMENT, LLC | 05/13/2024 | 254,247 | $16.95 M | 1.00% | 0.13% |
| FIRST TRUST ADVISORS LP | 05/13/2024 | 237,718 | $15.85 M | 202.89% | 0.12% |
| STATE STREET CORP | 05/15/2024 | 223,363 | $15.09 M | 2.06% | 0.11% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 05/16/2024 | 197,973 | $13.20 M | 4.99% | 0.10% |
| DEUTSCHE BANK AG\ | 05/15/2024 | 171,666 | $11.45 M | 6.65% | 0.09% |
| WELLS FARGO & COMPANY/MN | 05/10/2024 | 155,467 | $10.37 M | -14.83% | 0.08% |
| 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% |
| RHUMBLINE ADVISERS | 05/09/2024 | 142,418 | $9.50 M | 0.00% | 0.07% |
| CREDIT SUISSE AG/ | 05/10/2024 | 127,184 | $8.48 M | -2.79% | 0.06% |
| MORGAN STANLEY | 08/16/2024 | 121,531 | $8.21 M | 70.91% | 0.06% |
| ROYAL BANK OF CANADA | 05/15/2024 | 120,811 | $8.06 M | 3.99% | 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% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 05/13/2024 | 105,758 | $7.06 M | 117.88% | 0.05% |
| OLD WEST INVESTMENT MANAGEMENT, LLC | 05/08/2024 | 103,053 | $6.96 M | 97.06% | 0.05% |
| GOLDMAN SACHS GROUP INC | 05/15/2024 | 102,955 | $6.87 M | -19.28% | 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% |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 05/08/2024 | 91,318 | $4.73 M | -9.51% | 0.05% |
| NEW YORK STATE COMMON RETIREMENT FUND | 05/07/2024 | 89,058 | $5.94 M | -12.13% | 0.05% |
| ENVESTNET ASSET MANAGEMENT INC | 05/13/2024 | 88,881 | $5.93 M | 11.17% | 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% |
| JPMORGAN CHASE & CO | 05/10/2024 | 80,694 | $5.38 M | -10.58% | 0.04% |
| RENAISSANCE TECHNOLOGIES LLC | 05/13/2024 | 74,700 | $4.98 M | 33.16% | 0.04% |
U-Haul Holding Companyinstitutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of UHAL shares?
During the previous two years, 427 institutional investors and hedge funds held shares of U-Haul Holding Company. The most heavily invested institutionals were:
VANGUARD GROUP INC: 9.25 M
YACKTMAN ASSET MANAGEMENT LP: 7.06 M
BlackRock Inc.: 5.49 M
DIMENSIONAL FUND ADVISORS LP: 3.89 M
ABRAMS CAPITAL MANAGEMENT, L.P.: 3.55 M
FMR LLC: 2.92 M
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What percentage of U-Haul Holding Company stock is owned by institutional investors?
3.52% of U-Haul Holding Company stock is owned by institutional investors.
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How much institutional buying is happening at UHAL ?
Institutional investors have bought a total of 64.79 M shares in the last 24 months. This purchase volume represents approximately $5.05 B in transactions.