U-Haul Company Ownership | Who Owns U-Haul Company?

Overview RevenueFinancials Chart Transcripts

U-Haul Company Ownership Summary

U-Haul Company is owned by 32.61% institutional investors, 42.82% insiders, and 24.58% retail investors. Yacktman asset management lp is the largest institutional shareholder, holding 3.60% of UHAL-B shares.

UHAL-B Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	U-Haul Company	32.61%	42.82%	24.58%
Sector	Industrials Stocks	61.06%	10.27%	28.67%
Industry	Rental & Leasing Service Stocks	70.47%	10.24%	19.30%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Yacktman asset management lp	7.06M	3.60%	$423.80M
Abrams capital management	3.55M	1.81%	$212.78M
Smead capital management	2.33M	1.19%	$139.67M
Southpoint capital advisors lp	1.67M	0.85%	$100.23M
Reinhart partners	1.47M	0.75%	$88.33M
Barrow hanley mewhinney & strauss	1.43M	0.73%	$85.81M
Artisan partners limited partnership	1.34M	0.68%	$80.31M
Hotchkis & wiley capital management	1.32M	0.68%	$79.48M
Scharf investments	1.03M	0.53%	$61.98M
Trian fund management	909.30K	0.46%	$54.58M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Bruce	542.95K	10.72%	$32.59M
Rk asset management	110.45K	5.73%	$6.63M
Harspring capital management	283.50K	4.31%	$17.02M
Abrams capital management	3.55M	4.16%	$212.78M
Yacktman asset management lp	7.06M	3.98%	$423.80M
Reinhart partners	1.47M	3.67%	$88.33M
Diversified investment strategies	81.50K	3.42%	$4.89M
Third avenue management	284.51K	2.93%	$17.08M
Oppenheimer & close	49.35K	2.60%	$2.96M
Southpoint capital advisors lp	1.67M	2.49%	$100.23M

Top Buyers

Holder	Shares	% Assets	Change
Trian fund management	909.30K	1.33%	909.30K
Norges bank	908.38K	0.01%	908.38K
Hotchkis & wiley capital management	1.32M	0.28%	370.45K
Scout investments	319.76K	0.52%	319.76K
Barrow hanley mewhinney & strauss	1.43M	0.29%	163.22K

Top Sellers

Holder	Shares	% Assets	Change
Point72 asset management	-	-	-149.85K
Winmill	-	-	-143.37K
Digitalbridge group	-	-	-71.63K
Yacktman asset management lp	7.06M	3.98%	-55.53K
Sumitomo mitsui trust	180.05K	0.01%	-47.73K

New Positions

Holder	Shares	% Assets	Change	Value
Trian fund management	909.30K	1.33%	909.30K	$54.58M
Norges bank	908.38K	0.01%	908.38K	$54.52M
Scout investments	319.76K	0.52%	319.76K	$19.19M
Long corridor asset management	33.28K	1.89%	33.28K	$2.00M
Edgestream partners	31.56K	0.09%	31.56K	$1.89M

Sold Out

Holder	Change
Tfo-tdc	-7.00
Avion wealth	-9.00
Nelson, van denburg & campbell wealth management group	-54.00
State of wyoming	-622.00
Corecap advisors	-810.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2024	276	-2.13%	63,940,057	3.25%	32	3.27%	145	25.00%	80	-24.53%
Mar 31, 2024	282	2.17%	61,930,437	-1.73%	31	3.06%	116	-14.71%	106	15.22%
Dec 31, 2023	276	10.40%	63,020,226	2.26%	32	3.25%	136	29.52%	92	10.84%
Sep 30, 2023	250	-10.71%	61,626,527	-0.36%	31	3.16%	105	-11.76%	83	-17.82%
Jun 30, 2023	280	0.72%	61,850,745	-1.26%	31	3.09%	119	-9.16%	101	-0.98%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change

Recent Insider Transactions

Date	Name	Role	Activity	Value

Insider Transactions Trends

Date	Buy	Sell

UHAL-B Ownership FAQ

Who Owns U-Haul Company?

U-Haul Company shareholders are primarily institutional investors at 32.61%, followed by 42.82% insiders and 24.57% retail investors. The average institutional ownership in U-Haul Company's industry, Rental & Leasing Service Stocks, is 70.47%, which U-Haul Company falls below.

Who owns the most shares of U-Haul Company?

U-Haul Company’s largest shareholders are Yacktman asset management lp (7.06M shares, 3.60%), Abrams capital management (3.55M shares, 1.81%), and Smead capital management (2.33M shares, 1.19%). Together, they hold 6.60% of U-Haul Company’s total shares outstanding.

Does Blackrock own U-Haul Company?

BlackRock is not among the top 10 institutional shareholders of U-Haul Company.

Who is U-Haul Company’s biggest shareholder by percentage of total assets invested?

Bruce is U-Haul Company’s biggest shareholder by percentage of total assets invested, with 10.72% of its assets in 542.95K U-Haul Company shares, valued at 32.59M$.

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