U-Haul Company Ownership | Who Owns U-Haul Company?
U-Haul Company Ownership Summary
U-Haul Company is owned by 31.83% institutional investors, 42.82% insiders, and 25.35% 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 | 31.83% | 42.82% | 25.35% |
Sector | Industrials Stocks | 62.82% | 10.55% | 26.63% |
Industry | Rental & Leasing Service Stocks | 76.75% | 11.19% | 12.06% |
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 |
Edgestream partners | 31.56K | 0.09% | 31.56K | $1.89M |
Voloridge investment management | 28.74K | 0.01% | 28.74K | $1.72M |
Sold Out
Holder | Change |
---|---|
Mv capital management | -1.00 |
Assetmark | -1.00 |
Harbor investment advisory | -3.00 |
Tfo-tdc | -7.00 |
Avion wealth | -9.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Sep 30, 2024 | 282 | 2.17% | 62,416,884 | -2.38% | 31 | 2.99% | 143 | -1.38% | 81 | 1.25% |
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% |
UHAL-B Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools