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

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U-Haul Company Ownership Summary

U-Haul Company is owned by 3.52% institutional investors, and 96.48% retail investors. Vanguard group is the largest institutional shareholder, holding 4.72% of UHAL shares. Smead US Value Composite is the top mutual fund, with 0.25% of its assets in U-Haul Company shares.

UHAL Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	U-Haul Company	3.52%	-	96.48%
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
Vanguard group	9.25M	4.72%	$555.35M
Blackrock	5.49M	2.80%	$329.64M
Dimensional fund advisors lp	3.89M	1.98%	$233.36M
Fmr	2.92M	1.49%	$175.06M
State street	2.37M	1.21%	$142.21M
Wellington management group llp	2.07M	1.05%	$124.01M
Geode capital management	1.58M	0.80%	$94.46M
Charles schwab investment management	643.29K	0.33%	$38.61M
Northern trust	541.43K	0.28%	$32.50M
Ubs asset management americas	459.62K	0.23%	$27.59M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Dimensional fund advisors lp	3.89M	0.06%	$233.36M
First trust advisors lp	375.26K	0.02%	$22.52M
Wellington management group llp	2.07M	0.02%	$124.01M
California state teachers retirement system	204.52K	0.02%	$12.28M
State board of administration of florida retirement system	100.84K	0.01%	$6.05M
Swiss national bank	287.33K	0.01%	$17.25M
Fmr	2.92M	0.01%	$175.06M
Vanguard group	9.25M	0.01%	$555.35M
Great west life assurance co /can/	91.20K	0.01%	$5.47M
Renaissance	95.00K	0.01%	$5.70M

Top Buyers

Holder	Shares	% Assets	Change
First trust advisors lp	375.26K	0.02%	137.54K
Ubs asset management americas	459.62K	0.01%	87.84K
Bank of america corp /de/	108.48K	0.00%	57.98K
State street	2.37M	0.01%	34.54K
Geode capital management	1.58M	0.01%	33.45K

Top Sellers

Holder	Shares	% Assets	Change
Fmr	2.92M	0.01%	-363.38K
Wellington management group llp	2.07M	0.02%	-281.48K
Blackrock	5.49M	0.01%	-92.08K
Vanguard group	9.25M	0.01%	-39.12K
Maven securities	-	-	-23.20K

New Positions

Holder	Shares	% Assets	Change	Value
Blair william & co/il	270.00	-	270.00	$16.20K

Sold Out

Holder	Change
Tfo-tdc	-2.00
Nelson, van denburg & campbell wealth management group	-6.00
Crewe advisors	-9.00
Quest partners	-19.00
Yhb investment advisors	-50.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Mar 31, 2024	199	3.11%	6,899,694	-1.94%	3	27.33%	81	-	71	-8.97%
Dec 31, 2023	193	9.66%	7,036,139	-5.90%	3	24.68%	81	15.71%	78	9.86%
Sep 30, 2023	176	-9.28%	7,476,971	-1.27%	3	25.56%	70	-1.41%	71	-2.74%
Jun 30, 2023	194	-8.06%	7,572,858	0.64%	3	26.22%	71	-19.32%	73	-3.95%
Mar 31, 2023	211	-4.96%	7,524,969	-6.26%	3	22.90%	88	-23.48%	76	15.15%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Smead US Value Composite	466.95K	0.25%	-17.81K
Smead Value Investor	466.95K	0.25%	-17.81K
AMG Yacktman I	330.00K	0.18%	-
Vanguard Total Stock Mkt Idx Inv	264.49K	0.14%	-9.36K
Vanguard Small Cap Index	215.27K	0.11%	450.00
Lord Abbett Bond-Debenture A	210.77K	0.11%	210.77K
Vanguard Institutional Extnd Mkt Idx Tr	154.81K	0.08%	-
Vanguard Small Cap Value Index Inv	149.85K	0.08%	-52.00
Scharf Quality Value	145.67K	0.08%	-8.59K
Fidelity Extended Market Index	83.33K	0.04%	-8.08K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 16, 2023	SHOEN MARK V	-	Sell	$6.95M
Nov 16, 2023	SHOEN MARK V	-	Buy	$6.95M
Jun 13, 2023	Schmidt Karl A.	-	Buy	$24.80K
Jun 13, 2023	Schmidt Karl A.	-	Buy	$24.82K
Jun 13, 2023	Schmidt Karl A.	-	Buy	$24.76K

Insider Transactions Trends

Date	Buy	Sell
2023 Q4	1	1
2023 Q2	3	-
2023 Q1	4	1
2022 Q4	74	-
2022 Q2	1	-

UHAL Ownership FAQ

Who Owns U-Haul Company?

U-Haul Company shareholders are primarily institutional investors at 3.52%, followed by 0% insiders and 0% retail investors. The average institutional ownership in U-Haul Company's industry, Rental & Leasing Service Stocks, is 76.75%, which U-Haul Company falls below.

Who owns the most shares of U-Haul Company?

U-Haul Company’s largest shareholders are Vanguard group (9.25M shares, 4.72%), Blackrock (5.49M shares, 2.80%), and Dimensional fund advisors lp (3.89M shares, 1.98%). Together, they hold 9.50% of U-Haul Company’s total shares outstanding.

Does Blackrock own U-Haul Company?

Yes, BlackRock owns 2.80% of U-Haul Company, totaling 5.49M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 329.64M$. In the last quarter, BlackRock decreased its holdings by -92.076K shares, a -1.65% change.

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

Dimensional fund advisors lp is U-Haul Company’s biggest shareholder by percentage of total assets invested, with 0.06% of its assets in 3.89M U-Haul Company shares, valued at 233.36M$.

Who is the top mutual fund holder of U-Haul Company shares?

Smead US Value Composite is the top mutual fund holder of U-Haul Company shares, with 0.25% of its total shares outstanding invested in 466.95K U-Haul Company shares.

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