Recent Quarter Total Invested
$466.53 M
Recent Quarter Institutional Ownership Percentage
3.52%
Total Invested of Last Quarter
$505.50 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 |
|---|---|---|---|---|---|
| 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% |
| 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% |
| 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% |
| 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% |
| 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% |
| STATE STREET CORP | 05/15/2024 | 223,363 | $15.09 M | 2.06% | 0.11% |
| 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% |
| 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% |
| 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% |
| 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% |
| BRUCE & CO., INC. | 05/13/2024 | 70,805 | $4.78 M | 0.00% | 0.04% |
| BARCLAYS PLC | 05/15/2024 | 66,798 | $4.46 M | -3.76% | 0.03% |
| AMERIPRISE FINANCIAL INC | 05/15/2024 | 64,246 | $4.28 M | -3.17% | 0.03% |
| 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% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 05/15/2024 | 51,847 | $3.46 M | 7.71% | 0.03% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/09/2024 | 51,397 | $3.47 M | 1.93% | 0.03% |
| BANK OF AMERICA CORP /DE/ | 05/15/2024 | 50,502 | $3.37 M | 59.72% | 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% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 05/15/2024 | 38,392 | $2.56 M | -11.58% | 0.02% |
| ALLIANCEBERNSTEIN L.P. | 05/14/2024 | 37,227 | $2.48 M | -1.43% | 0.02% |
| RUSSELL INVESTMENTS GROUP, LTD. | 05/08/2024 | 35,118 | $2.37 M | -5.64% | 0.02% |
| LPL FINANCIAL LLC | 05/10/2024 | 34,841 | $2.32 M | -1.20% | 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% |
U-Haul Holding Companyinstitutional Ownership - Frequently Asked Questions
-
Who are the largest shareholders of UHAL shares?
During the previous two years, 140 institutional investors and hedge funds held shares of U-Haul Holding Company. The most heavily invested institutionals were:
BlackRock Inc.: 5.49 M
DIMENSIONAL FUND ADVISORS LP: 3.89 M
STATE STREET CORP: 2.37 M
WELLINGTON MANAGEMENT GROUP LLP: 2.07 M
GEODE CAPITAL MANAGEMENT, LLC: 1.58 M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 643,294
-
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.
-
How much institutional buying is happening at UHAL ?
Institutional investors have bought a total of 19.70 M shares in the last 24 months. This purchase volume represents approximately $1.34 B in transactions.