U-Haul Ownership | Who Owns U-Haul?

Overview RevenueFinancials Chart Transcripts

U-Haul Ownership Summary

U-Haul 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 0.22% of its assets in U-Haul shares.

UHAL Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	U-Haul	3.52%	-	96.48%
Sector	Industrials Stocks	64.16%	10.53%	25.31%
Industry	Rental & Leasing Service Stocks	78.51%	9.80%	11.69%

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
Scharf investments	635.40K	0.32%	$43.90M
Northern trust	541.43K	0.28%	$32.50M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Scharf investments	635.40K	1.30%	$43.90M
Redmont wealth advisors	7.39K	0.88%	$510.85K
Diversified investment strategies	8.51K	0.38%	$588.23K
Yacktman asset management lp	372.06K	0.30%	$25.71M
Rk asset management	3.00K	0.17%	$207.00K
Norman fields, gottscho capital management	7.20K	0.16%	$497.00K
Lakewood asset management	3.24K	0.15%	$223.79K
Childress capital advisors	6.00K	0.12%	$414.54K
Dimensional fund advisors lp	3.89M	0.06%	$233.36M
Optas	3.17K	0.05%	$219.29K

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
Scharf investments	635.40K	1.30%	-68.61K
Yacktman asset management lp	372.06K	0.30%	-62.97K

New Positions

Holder	Shares	% Assets	Change	Value
Optas	3.17K	0.05%	3.17K	$219.29K
Blair william & co/il	270.00	-	270.00	$16.20K
Advisornet financial	41.00	0.00%	41.00	$2.83K
Golden state wealth management	17.00	0.00%	17.00	$1.20K
Activest wealth management	1.00	-	1.00	$69.00

Sold Out

Holder	Change
Tfo-tdc	-2.00
Fifth third bancorp	-2.00
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	412.39K	0.22%	-29.27K
Smead Value Investor	412.39K	0.22%	-29.27K
AMG Yacktman I	330.00K	0.18%	-
Lord Abbett Bond-Debenture A	282.24K	0.15%	71.47K
Vanguard Total Stock Mkt Idx Inv	258.98K	0.14%	5.90K
Vanguard Small Cap Index	222.35K	0.12%	5.74K
Vanguard Institutional Extnd Mkt Idx Tr	153.37K	0.08%	-2.91K
Scharf Quality Value	146.27K	0.08%	1.46K
Vanguard Small Cap Value Index Inv	145.47K	0.08%	-5.12K
Old West All Cap Opportunity	82.29K	0.04%	7.43K

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?

U-Haul shareholders are primarily institutional investors at 3.52%, followed by 0% insiders and 0% retail investors. The average institutional ownership in U-Haul's industry, Rental & Leasing Service Stocks, is 78.51%, which U-Haul falls below.

Who owns the most shares of U-Haul?

U-Haul’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’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?

Scharf investments is U-Haul’s biggest shareholder by percentage of total assets invested, with 1.30% of its assets in 635.4K U-Haul shares, valued at 43.9M$.

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

Smead US Value Composite is the top mutual fund holder of U-Haul shares, with 0.22% of its total shares outstanding invested in 412.4K U-Haul shares.

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