U-Haul Ownership | Who Owns U-Haul?

Overview RevenueFinancials Chart Transcripts

U-Haul Ownership Summary

U-Haul is owned by 3.74% institutional investors, 60.93% insiders, and 35.32% retail investors. Blackrock is the largest institutional shareholder, holding 2.80% of UHAL shares. AMG Yacktman I is the top mutual fund, with 0.18% of its assets in U-Haul shares.

UHAL Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	U-Haul	3.74%	60.93%	35.32%
Sector	Industrials Stocks	50.72%	11.74%	37.54%
Industry	Rental & Leasing Service Stocks	55.56%	13.36%	31.08%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	5.49M	2.80%	$329.64M
State street	2.37M	1.21%	$142.21M
Wellington management group llp	2.07M	1.05%	$124.01M
Vanguard group	835.32K	0.43%	$57.71M
Southpoint capital advisors lp	700.00K	0.36%	$48.36M
Trian fund management	652.00K	0.33%	$45.05M
Charles schwab investment management	643.29K	0.33%	$38.61M
Scharf investments	635.40K	0.32%	$43.90M
Northern trust	541.43K	0.28%	$32.50M
Smead capital management	447.97K	0.23%	$30.95M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Old west investment management	133.54K	3.74%	$9.23M
Bruce	73.90K	1.64%	$5.11M
Applied fundamental research	25.09K	1.36%	$1.73M
Scharf investments	635.40K	1.30%	$43.90M
Trian fund management	652.00K	1.16%	$45.05M
Southpoint capital advisors lp	700.00K	1.13%	$48.36M
Parkwood	130.74K	1.03%	$9.03M
Redmont wealth advisors	7.39K	0.88%	$510.85K
Barnett & company	14.05K	0.64%	$970.72K
Smead capital management	447.97K	0.48%	$30.95M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	406.82K	0.00%	406.82K
Trian fund management	652.00K	1.16%	202.41K
First trust advisors lp	375.26K	0.02%	137.54K
Southpoint capital advisors lp	700.00K	1.13%	100.00K
Two sigma advisers, lp	117.80K	0.02%	85.40K

Top Sellers

Holder	Shares	% Assets	Change
Wellington management group llp	2.07M	0.02%	-281.48K
Smead capital management	447.97K	0.48%	-95.27K
Millennium management	-	-	-92.08K
Blackrock	5.49M	0.01%	-92.08K
Scharf investments	635.40K	1.30%	-68.61K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	406.82K	0.00%	406.82K	$28.11M
Semanteon capital management, lp	9.33K	0.35%	9.33K	$644.33K
Schonfeld strategic advisors	6.30K	0.00%	6.30K	$435.27K
Raymond james financial	5.44K	0.00%	5.44K	$375.71K
Occudo quantitative strategies lp	4.85K	0.06%	4.85K	$335.16K

Sold Out

Holder	Change
Claris advisors, llc / mo /	-2.00
Fifth third bancorp	-2.00
Cullen/frost bankers	-2.00
Tfo-tdc	-2.00
Crewe advisors	-9.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	183	-9.41%	7,342,243	6.05%	3	30.04%	84	-16.00%	61	15.09%
Sep 30, 2024	202	8.02%	6,923,050	-2.94%	3	26.68%	100	21.95%	53	-15.87%
Jun 30, 2024	187	-6.50%	7,132,965	3.21%	3	29.28%	82	-	63	-11.27%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
AMG Yacktman I	330.00K	0.18%	-
Smead Value Investor	317.88K	0.17%	-43.93K
Lord Abbett Bond-Debenture A	282.24K	0.15%	-
Vanguard US Total Market Shares ETF	273.85K	0.15%	482.00
Vanguard Total Stock Mkt Idx Inv	267.47K	0.14%	2.04K
Vanguard Small Cap Index	222.96K	0.12%	189.00
Smead US Value Composite	185.09K	0.10%	-122.73K
Vanguard Institutional Extnd Mkt Idx Tr	148.69K	0.08%	-
Vanguard Small Cap Value Index Inv	147.90K	0.08%	2.72K
Scharf Quality Value	143.59K	0.08%	-2.33K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Feb 26, 2025	SHOEN MARK V	-	Sell	$812.88K
Feb 21, 2025	SHOEN MARK V	-	Sell	$12.68K
Feb 20, 2025	SHOEN MARK V	-	Sell	$8.17K
Feb 20, 2025	SHOEN MARK V	-	Sell	$815.10K
Feb 21, 2025	SHOEN MARK V	-	Sell	$6.34K

Insider Transactions Trends

Date	Buy	Sell
2025 Q1	-	5
2024 Q4	-	-
2024 Q3	-	-
2024 Q1	-	-
2023 Q4	1	1

UHAL Ownership FAQ

Who Owns U-Haul?

U-Haul shareholders are primarily institutional investors at 3.74%, followed by 60.93% insiders and 35.33% retail investors. The average institutional ownership in U-Haul's industry, Rental & Leasing Service Stocks, is 55.56%, which U-Haul falls below.

Who owns the most shares of U-Haul?

U-Haul’s largest shareholders are Blackrock (5.49M shares, 2.80%), State street (2.37M shares, 1.21%), and Wellington management group llp (2.07M shares, 1.05%). Together, they hold 5.06% of U-Haul’s total shares outstanding.

Does Blackrock own U-Haul?

Yes, BlackRock owns 2.80% of U-Haul, 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’s biggest shareholder by percentage of total assets invested?

Old west investment management is U-Haul’s biggest shareholder by percentage of total assets invested, with 3.74% of its assets in 133.54K U-Haul shares, valued at 9.23M$.

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

AMG Yacktman I is the top mutual fund holder of U-Haul shares, with 0.18% of its total shares outstanding invested in 330K U-Haul shares.

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