U-Haul Company Ownership 2024 | Who Owns U-Haul Company Now?
Institutional Ownership
32.54%
Insider Ownership
60.91%
Retail Ownership
6.56%
Institutional Holders
269.00
U-Haul Company Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 4.72% | 0.01% | 9,252,767 | -39,117 | -0.42% | 555,351,075 | Jun 30, 2024 |
| YACKTMAN ASSET MANAGEMENT LP | 3.60% | 3.98% | 7,060,924 | -55,529 | -0.78% | 423,796,658 | Jun 30, 2024 |
| BLACKROCK INC. | 2.80% | 0.01% | 5,492,168 | -92,076 | -1.65% | 329,639,924 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 1.98% | 0.06% | 3,888,169 | -20,318 | -0.52% | 233,358,407 | Jun 30, 2024 |
| ABRAMS CAPITAL MANAGEMENT, L.P. | 1.81% | 4.16% | 3,545,220 | - | - | 212,784,104 | Jun 30, 2024 |
| FMR LLC | 1.49% | 0.01% | 2,916,774 | -363,385 | -11.08% | 175,064,775 | Jun 30, 2024 |
| STATE STREET CORP | 1.21% | 0.01% | 2,369,444 | 34,540 | 1.48% | 142,214,029,000 | Jun 30, 2024 |
| SMEAD CAPITAL MANAGEMENT, INC. | 1.19% | 2.18% | 2,327,119 | 150,979 | 6.94% | 139,673,682 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 1.05% | 0.02% | 2,066,167 | -281,477 | -11.99% | 124,011,344 | Jun 30, 2024 |
| SOUTHPOINT CAPITAL ADVISORS LP | 0.85% | 2.49% | 1,670,000 | 100,000 | 6.37% | 100,233,400 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.80% | 0.01% | 1,576,517 | 33,453 | 2.17% | 94,460,012 | Jun 30, 2024 |
| REINHART PARTNERS, INC. | 0.75% | 3.67% | 1,471,683 | -8,462 | -0.57% | 88,330,395 | Jun 30, 2024 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 0.73% | 0.29% | 1,429,683 | 163,220 | 12.89% | 85,809,574 | Jun 30, 2024 |
| ARTISAN PARTNERS LIMITED PARTNERSHIP | 0.68% | 0.12% | 1,338,081 | -9,481 | -0.70% | 80,311,622 | Jun 30, 2024 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 0.68% | 0.28% | 1,324,195 | 370,450 | 38.84% | 79,478,184 | Jun 30, 2024 |
| SCHARF INVESTMENTS, LLC | 0.53% | 1.77% | 1,032,689 | -43,692 | -4.06% | 61,981,994 | Jun 30, 2024 |
| TRIAN FUND MANAGEMENT, L.P. | 0.46% | 1.33% | 909,300 | 909,300 | 100.00% | 54,576,186 | Jun 30, 2024 |
| NORGES BANK | 0.46% | 0.01% | 908,381 | 908,381 | 100.00% | 54,521,028 | Jun 30, 2024 |
| MORGAN STANLEY | 0.36% | 0.00% | 712,589 | 38,659 | 5.74% | 42,769,650 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.33% | 0.01% | 643,294 | 13,326 | 2.12% | 38,610,506 | Jun 30, 2024 |
U-Haul Company's largest institutional shareholder is VANGUARD GROUP INC, holding 4.72% of the company's total share outstanding, currently valued at $555.35M. The top 10 institutional shareholders own together 20.70% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BRUCE & CO., INC. | 0.28% | 10.72% | 542,950 | 49,600 | 10.05% | 32,587,859 | Jun 30, 2024 |
| RK ASSET MANAGEMENT, LLC | 0.06% | 5.73% | 110,452 | -480 | -0.43% | 6,629,000 | Jun 30, 2024 |
| HARSPRING CAPITAL MANAGEMENT, LLC | 0.14% | 4.31% | 283,500 | -6,500 | -2.24% | 17,015,670 | Jun 30, 2024 |
| ABRAMS CAPITAL MANAGEMENT, L.P. | 1.81% | 4.16% | 3,545,220 | - | - | 212,784,104 | Jun 30, 2024 |
| YACKTMAN ASSET MANAGEMENT LP | 3.60% | 3.98% | 7,060,924 | -55,529 | -0.78% | 423,796,658 | Jun 30, 2024 |
| REINHART PARTNERS, INC. | 0.75% | 3.67% | 1,471,683 | -8,462 | -0.57% | 88,330,395 | Jun 30, 2024 |
| DIVERSIFIED INVESTMENT STRATEGIES, LLC | 0.04% | 3.42% | 81,501 | -2,790 | -3.31% | 4,891,690 | Jun 30, 2024 |
| THIRD AVENUE MANAGEMENT LLC | 0.15% | 2.93% | 284,509 | -9,904 | -3.36% | 17,076,230 | Jun 30, 2024 |
| OPPENHEIMER & CLOSE, LLC | 0.03% | 2.60% | 49,353 | - | - | 2,962,167 | Jun 30, 2024 |
| SOUTHPOINT CAPITAL ADVISORS LP | 0.85% | 2.49% | 1,670,000 | 100,000 | 6.37% | 100,233,400 | Jun 30, 2024 |
| SMEAD CAPITAL MANAGEMENT, INC. | 1.19% | 2.18% | 2,327,119 | 150,979 | 6.94% | 139,673,682 | Jun 30, 2024 |
| LONG CORRIDOR ASSET MANAGEMENT LTD | 0.02% | 1.89% | 33,280 | 33,280 | 100.00% | 1,997,466 | Jun 30, 2024 |
| SCHARF INVESTMENTS, LLC | 0.53% | 1.77% | 1,032,689 | -43,692 | -4.06% | 61,981,994 | Jun 30, 2024 |
| TWEEDY, BROWNE CO LLC | 0.31% | 1.66% | 601,930 | -5,150 | -0.85% | 36,127,839 | Jun 30, 2024 |
| VISION CAPITAL MANAGEMENT, INC. | 0.09% | 1.64% | 183,939 | -1,533 | -0.83% | 11,040,019 | Jun 30, 2024 |
| TRIAN FUND MANAGEMENT, L.P. | 0.46% | 1.33% | 909,300 | 909,300 | 100.00% | 54,576,186 | Jun 30, 2024 |
| MRAZ, AMERINE & ASSOCIATES, INC. | 0.05% | 1.09% | 88,533 | 358 | 0.41% | 5,313,751 | Jun 30, 2024 |
| KERRISDALE ADVISERS, LLC | 0.03% | 1.04% | 55,241 | - | - | 3,315,565 | Jun 30, 2024 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 0.03% | 0.88% | 59,085 | -941 | -1.57% | 3,546,282 | Jun 30, 2024 |
| ZUCKERMAN INVESTMENT GROUP, LLC | 0.06% | 0.78% | 111,694 | 833 | 0.75% | 6,703,874 | Jun 30, 2024 |
The largest U-Haul Company shareholder by % of total assets is BRUCE & CO., INC.. The company owns 542.95K shares of U-Haul Company (UHAL), representing 10.72% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| TRIAN FUND MANAGEMENT, L.P. | 0.46% | 1.33% | 909,300 | 909,300 | 100.00% | 54,576,186 | Jun 30, 2024 |
| NORGES BANK | 0.46% | 0.01% | 908,381 | 908,381 | 100.00% | 54,521,028 | Jun 30, 2024 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 0.68% | 0.28% | 1,324,195 | 370,450 | 38.84% | 79,478,184 | Jun 30, 2024 |
| SCOUT INVESTMENTS, INC. | 0.16% | 0.52% | 319,759 | 319,759 | 100.00% | 19,191,935 | Jun 30, 2024 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 0.73% | 0.29% | 1,429,683 | 163,220 | 12.89% | 85,809,574 | Jun 30, 2024 |
| SMEAD CAPITAL MANAGEMENT, INC. | 1.19% | 2.18% | 2,327,119 | 150,979 | 6.94% | 139,673,682 | Jun 30, 2024 |
| FIRST TRUST ADVISORS LP | 0.19% | 0.02% | 375,256 | 137,538 | 57.86% | 22,522,865 | Jun 30, 2024 |
| SOUTHPOINT CAPITAL ADVISORS LP | 0.85% | 2.49% | 1,670,000 | 100,000 | 6.37% | 100,233,400 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.23% | 0.01% | 459,618 | 87,838 | 23.63% | 27,586,271 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.06% | 0.00% | 108,483 | 57,981 | 114.81% | 6,511,150 | Jun 30, 2024 |
| BRUCE & CO., INC. | 0.28% | 10.72% | 542,950 | 49,600 | 10.05% | 32,587,859 | Jun 30, 2024 |
| MORGAN STANLEY | 0.36% | 0.00% | 712,589 | 38,659 | 5.74% | 42,769,650 | Jun 30, 2024 |
| STATE STREET CORP | 1.21% | 0.01% | 2,369,444 | 34,540 | 1.48% | 142,214,029,000 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.80% | 0.01% | 1,576,517 | 33,453 | 2.17% | 94,460,012 | Jun 30, 2024 |
| LONG CORRIDOR ASSET MANAGEMENT LTD | 0.02% | 1.89% | 33,280 | 33,280 | 100.00% | 1,997,466 | Jun 30, 2024 |
| EDGESTREAM PARTNERS, L.P. | 0.02% | 0.09% | 31,563 | 31,563 | 100.00% | 1,894,411 | Jun 30, 2024 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 0.01% | 0.01% | 28,739 | 28,739 | 100.00% | 1,724,915 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.20% | 0.00% | 384,676 | 26,868 | 7.51% | 23,088,283 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.05% | 0.00% | 104,752 | 24,058 | 29.81% | 6,287,214 | Jun 30, 2024 |
| EXCEL SECURITIES & ASSOCIATES, INC. | 0.01% | 0.42% | 23,700 | 23,700 | 100.00% | 1,730,038 | Jun 30, 2024 |
As of Jun 30 2024, U-Haul Company's largest institutional buyer is TRIAN FUND MANAGEMENT, L.P.. The company purchased 909.30K stocks of UHAL, valued at $54.58M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| FMR LLC | 1.49% | 0.01% | 2,916,774 | -363,385 | -11.08% | 175,064,775 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 1.05% | 0.02% | 2,066,167 | -281,477 | -11.99% | 124,011,344 | Jun 30, 2024 |
| WINMILL & CO. INC | - | - | - | -143,370 | -100.00% | - | Jun 30, 2024 |
| BLACKROCK INC. | 2.80% | 0.01% | 5,492,168 | -92,076 | -1.65% | 329,639,924 | Jun 30, 2024 |
| DIGITALBRIDGE GROUP, INC. | - | - | - | -71,631 | -100.00% | - | Jun 30, 2024 |
| YACKTMAN ASSET MANAGEMENT LP | 3.60% | 3.98% | 7,060,924 | -55,529 | -0.78% | 423,796,658 | Jun 30, 2024 |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 0.09% | 0.01% | 180,046 | -47,733 | -20.96% | 10,806,361 | Jun 30, 2024 |
| SCHARF INVESTMENTS, LLC | 0.53% | 1.77% | 1,032,689 | -43,692 | -4.06% | 61,981,994 | Jun 30, 2024 |
| ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. | 0.01% | 0.00% | 10,548 | -40,380 | -79.29% | 633,091 | Jun 30, 2024 |
| VANGUARD GROUP INC | 4.72% | 0.01% | 9,252,767 | -39,117 | -0.42% | 555,351,075 | Jun 30, 2024 |
| VELA INVESTMENT MANAGEMENT, LLC | - | - | - | -28,467 | -100.00% | - | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | - | - | - | -24,461 | -100.00% | - | Jun 30, 2024 |
| MAVEN SECURITIES LTD | - | - | - | -23,200 | -100.00% | - | Jun 30, 2024 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | - | - | - | -21,403 | -100.00% | - | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.00% | 0.00% | 7,484 | -20,833 | -73.57% | 449,190 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 1.98% | 0.06% | 3,888,169 | -20,318 | -0.52% | 233,358,407 | Jun 30, 2024 |
| RHUMBLINE ADVISERS | 0.06% | 0.01% | 122,695 | -19,723 | -13.85% | 7,364,105 | Jun 30, 2024 |
| STATE OF NEW JERSEY COMMON PENSION FUND D | 0.02% | 0.01% | 40,303 | -19,295 | -32.38% | 2,418,986 | Jun 30, 2024 |
| ROBOTTI ROBERT | - | - | - | -18,100 | -100.00% | - | Jun 30, 2024 |
| PRELUDE CAPITAL MANAGEMENT, LLC | - | - | - | -15,691 | -100.00% | - | Jun 30, 2024 |
As of Jun 30 2024, U-Haul Company's biggest institutional seller is FMR LLC. The company sold -0.36M shares of UHAL, valued at $175.06M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| TRIAN FUND MANAGEMENT, L.P. | 0.46% | 1.33% | 909,300 | 909,300 | 100.00% | 54,576,186 | Jun 30, 2024 |
| NORGES BANK | 0.46% | 0.01% | 908,381 | 908,381 | 100.00% | 54,521,028 | Jun 30, 2024 |
| SCOUT INVESTMENTS, INC. | 0.16% | 0.52% | 319,759 | 319,759 | 100.00% | 19,191,935 | Jun 30, 2024 |
| LONG CORRIDOR ASSET MANAGEMENT LTD | 0.02% | 1.89% | 33,280 | 33,280 | 100.00% | 1,997,466 | Jun 30, 2024 |
| EDGESTREAM PARTNERS, L.P. | 0.02% | 0.09% | 31,563 | 31,563 | 100.00% | 1,894,411 | Jun 30, 2024 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 0.01% | 0.01% | 28,739 | 28,739 | 100.00% | 1,724,915 | Jun 30, 2024 |
| EXCEL SECURITIES & ASSOCIATES, INC. | 0.01% | 0.42% | 23,700 | 23,700 | 100.00% | 1,730,038 | Jun 30, 2024 |
| OCCUDO QUANTITATIVE STRATEGIES LP | 0.01% | 0.17% | 15,943 | 15,943 | 100.00% | 956,899 | Jun 30, 2024 |
| QUANTBOT TECHNOLOGIES LP | 0.01% | 0.03% | 10,618 | 10,618 | 100.00% | 637,292 | Jun 30, 2024 |
| MBB PUBLIC MARKETS I LLC | 0.00% | 0.01% | 7,439 | 7,439 | 100.00% | 446,489 | Jun 30, 2024 |
| OMERS ADMINISTRATION CORP | 0.00% | 0.00% | 6,622 | 6,622 | 100.00% | 397,452 | Jun 30, 2024 |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 0.00% | 0.00% | 5,187 | 5,187 | 100.00% | 311,324 | Jun 30, 2024 |
| OAK THISTLE LLC | 0.00% | 0.16% | 3,673 | 3,673 | 100.00% | 220,453 | Jun 30, 2024 |
| CREDIT AGRICOLE S A | 0.00% | 0.00% | 2,400 | 2,400 | 100.00% | 144,048 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.00% | 0.00% | 1,301 | 1,301 | 100.00% | 78,086 | Jun 30, 2024 |
| CAMELOT PORTFOLIOS, LLC | 0.00% | 0.03% | 900 | 900 | 100.00% | 54,018 | Jun 30, 2024 |
| KEY FINANCIAL INC | 0.00% | 0.01% | 845 | 845 | 100.00% | 50,717 | Jun 30, 2024 |
| MATHER GROUP, LLC. | 0.00% | 0.00% | 833 | 833 | 100.00% | 55,544 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | 0.00% | 0.00% | 399 | 399 | 100.00% | 23,752 | Jun 30, 2024 |
| BLAIR WILLIAM & CO/IL | 0.00% | - | 270 | 270 | 100.00% | 16,205 | Jun 30, 2024 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | - | 0.00% | 45 | 45 | 100.00% | 2,700 | Jun 30, 2024 |
| ASHTON THOMAS PRIVATE WEALTH, LLC | - | 0.00% | 36 | 36 | 100.00% | 2,161 | Jun 30, 2024 |
| SMARTLEAF ASSET MANAGEMENT LLC | - | 0.00% | 32 | 32 | 100.00% | 1,904 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | - | 0.00% | 24 | 24 | 100.00% | 1,440 | Jun 30, 2024 |
| HARBOR INVESTMENT ADVISORY, LLC | - | - | 3 | 3 | 100.00% | 180 | Jun 30, 2024 |
| ASSETMARK, INC | - | - | 1 | 1 | 100.00% | 60 | Jun 30, 2024 |
| MV CAPITAL MANAGEMENT, INC. | - | - | 1 | 1 | 100.00% | 61 | Jun 30, 2024 |
U-Haul Company's largest new institutional shareholder by number of shares is TRIAN FUND MANAGEMENT, L.P., purchased 909.30K shares, valued at $54.58M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| WINMILL & CO. INC | - | - | - | -143,370 | -100.00% | - | Jun 30, 2024 |
| DIGITALBRIDGE GROUP, INC. | - | - | - | -71,631 | -100.00% | - | Jun 30, 2024 |
| VELA INVESTMENT MANAGEMENT, LLC | - | - | - | -28,467 | -100.00% | - | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | - | - | - | -24,461 | -100.00% | - | Jun 30, 2024 |
| MAVEN SECURITIES LTD | - | - | - | -23,200 | -100.00% | - | Jun 30, 2024 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | - | - | - | -21,403 | -100.00% | - | Jun 30, 2024 |
| ROBOTTI ROBERT | - | - | - | -18,100 | -100.00% | - | Jun 30, 2024 |
| PRELUDE CAPITAL MANAGEMENT, LLC | - | - | - | -15,691 | -100.00% | - | Jun 30, 2024 |
| INVESTMENT MANAGEMENT CORP OF ONTARIO | - | - | - | -15,036 | -100.00% | - | Jun 30, 2024 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | - | - | - | -15,000 | -100.00% | - | Jun 30, 2024 |
| FINANCIAL COUNSELORS INC | - | - | - | -12,160 | -100.00% | - | Jun 30, 2024 |
| SCHONFELD STRATEGIC ADVISORS LLC | - | - | - | -12,072 | -100.00% | - | Jun 30, 2024 |
| VOYA INVESTMENT MANAGEMENT LLC | - | - | - | -11,911 | -100.00% | - | Jun 30, 2024 |
| JANNEY MONTGOMERY SCOTT LLC | - | - | - | -10,262 | -100.00% | - | Jun 30, 2024 |
| BOOTHBAY FUND MANAGEMENT, LLC | - | - | - | -9,142 | -100.00% | - | Jun 30, 2024 |
| K2 PRINCIPAL FUND, L.P. | - | - | - | -8,161 | -100.00% | - | Jun 30, 2024 |
| JANNEY CAPITAL MANAGEMENT LLC | - | - | - | -7,682 | -100.00% | - | Jun 30, 2024 |
| METIS GLOBAL PARTNERS, LLC | - | - | - | -6,675 | -100.00% | - | Jun 30, 2024 |
| BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | - | - | - | -6,052 | -100.00% | - | Jun 30, 2024 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | - | - | - | -5,908 | -100.00% | - | Jun 30, 2024 |
| CLEARBRIDGE INVESTMENTS, LLC | - | - | - | -5,300 | -100.00% | - | Jun 30, 2024 |
| MAN GROUP PLC | - | - | - | -5,038 | -100.00% | - | Jun 30, 2024 |
| CANNON GLOBAL INVESTMENT MANAGEMENT, LLC | - | - | - | -4,900 | -100.00% | - | Jun 30, 2024 |
| FIVE OCEANS ADVISORS | - | - | - | -4,699 | -100.00% | - | Jun 30, 2024 |
| ASAHI LIFE ASSET MANAGEMENT CO., LTD. | - | - | - | -4,610 | -100.00% | - | Jun 30, 2024 |
| MEIJI YASUDA LIFE INSURANCE CO | - | - | - | -4,270 | -100.00% | - | Jun 30, 2024 |
| JUMP FINANCIAL, LLC | - | - | - | -4,200 | -100.00% | - | Jun 30, 2024 |
| OCCUDO QUANTITATIVE STRATEGIES LP | - | - | - | -4,135 | -100.00% | - | Jun 30, 2024 |
| CIBC WORLD MARKETS CORP | - | - | - | -3,974 | -100.00% | - | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -3,900 | -100.00% | - | Jun 30, 2024 |
| XTX TOPCO LTD | - | - | - | -3,794 | -100.00% | - | Jun 30, 2024 |
| HGI CAPITAL MANAGEMENT, LLC | - | - | - | -3,686 | -100.00% | - | Jun 30, 2024 |
| MEEDER ASSET MANAGEMENT INC | - | - | - | -3,348 | -100.00% | - | Jun 30, 2024 |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | - | - | - | -3,327 | -100.00% | - | Jun 30, 2024 |
| DYNAMIC TECHNOLOGY LAB PRIVATE LTD | - | - | - | -3,320 | -100.00% | - | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -3,146 | -100.00% | - | Jun 30, 2024 |
| STRATOS WEALTH PARTNERS, LTD. | - | - | - | -3,092 | -100.00% | - | Jun 30, 2024 |
| CAXTON ASSOCIATES LP | - | - | - | -3,045 | -100.00% | - | Jun 30, 2024 |
| MOTLEY FOOL ASSET MANAGEMENT LLC | - | - | - | -3,001 | -100.00% | - | Jun 30, 2024 |
| FIRST MANHATTAN CO. LLC. | - | - | - | -2,205 | -100.00% | - | Jun 30, 2024 |
| UNISUPER MANAGEMENT PTY LTD | - | - | - | -1,400 | -100.00% | - | Jun 30, 2024 |
| TRIVANT CUSTOM PORTFOLIO GROUP, LLC | - | - | - | -900 | -100.00% | - | Jun 30, 2024 |
| STATE OF WYOMING | - | - | - | -622 | -100.00% | - | Jun 30, 2024 |
| CLEARSTEAD ADVISORS, LLC | - | - | - | -500 | -100.00% | - | Jun 30, 2024 |
| DENALI ADVISORS LLC | - | - | - | -474 | -100.00% | - | Jun 30, 2024 |
| AQUATIC CAPITAL MANAGEMENT LLC | - | - | - | -400 | -100.00% | - | Jun 30, 2024 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | - | - | - | -337 | -100.00% | - | Jun 30, 2024 |
| PEAK6 INVESTMENTS LLC | - | - | - | -300 | -100.00% | - | Jun 30, 2024 |
| ATLAS CAPITAL ADVISORS LLC | - | - | - | -157 | -100.00% | - | Jun 30, 2024 |
| CORECAP ADVISORS, LLC | - | - | - | -90 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -88 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -54 | -100.00% | - | Jun 30, 2024 |
| YHB INVESTMENT ADVISORS, INC. | - | - | - | -50 | -100.00% | - | Jun 30, 2024 |
| QUEST PARTNERS LLC | - | - | - | -19 | -100.00% | - | Jun 30, 2024 |
| CREWE ADVISORS LLC | - | - | - | -9 | -100.00% | - | Jun 30, 2024 |
| AVION WEALTH | - | - | - | -9 | -100.00% | - | Jun 30, 2024 |
| TFO-TDC, LLC | - | - | - | -2 | -100.00% | - | Jun 30, 2024 |
U-Haul Company's largest sold out institutional shareholder by shares sold is WINMILL & CO. INC, sold -0.14M shares, valued at -, as of undefined.
U-Haul Company Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| FOXBY CORP. | 3.24% | 5,670 | 5,670 | - | Dec 31, 2023 |
| DIVIDEND & INCOME FUND | 2.85% | 124,200 | - | - | Dec 31, 2023 |
| FOXBY CORP. | 0.36% | 630 | 630 | - | Dec 31, 2023 |
| Midas Series Trust | 0.32% | 13,500 | - | - | Dec 31, 2023 |
| DIVIDEND & INCOME FUND | 0.32% | 13,800 | - | - | Dec 31, 2023 |
| HEARTLAND GROUP INC | 0.25% | 143,012 | - | - | Mar 31, 2024 |
| BRUCE FUND INC | 0.25% | 513,000 | -20,000 | -3.75% | Dec 31, 2023 |
| Smead Funds Trust | 0.16% | 482,042 | 8,842 | 1.87% | Feb 29, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.14% | 75,210 | - | - | Mar 31, 2024 |
| FIDELITY DEVONSHIRE TRUST | 0.14% | 1,511,500 | -7,899 | -0.52% | Jan 31, 2024 |
| VELA Funds | 0.08% | 27,255 | 9,255 | 51.42% | Dec 31, 2023 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.08% | 297,832 | - | - | Jan 31, 2024 |
| FIDELITY CAPITAL TRUST | 0.07% | 822,165 | 5,740 | 0.70% | Jan 31, 2024 |
| FPA U.S. Core Equity Fund, Inc. | 0.07% | 4,500 | - | - | Jun 30, 2023 |
| HEARTLAND GROUP INC | 0.04% | 24,805 | - | - | Mar 31, 2024 |
| Midas Series Trust | 0.04% | 1,500 | - | - | Dec 31, 2023 |
| BRUCE FUND INC | 0.03% | 68,000 | - | - | Dec 31, 2023 |
| Nuveen S&P 500 Dynamic Overwrite Fund | 0.03% | 961 | - | - | Mar 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND III | 0.03% | 223,100 | - | - | Mar 31, 2024 |
| Collaborative Investment Series Trust | 0.02% | 3,737 | - | - | Mar 31, 2024 |
| MERIDIAN FUND INC | 0.02% | 45,800 | 13,800 | 43.13% | Mar 28, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 10 | 0.02% | 3,700 | - | - | Jan 31, 2024 |
| AMG FUNDS | 0.01% | 395,000 | -55,000 | -12.22% | Mar 28, 2024 |
| FIDELITY COMMONWEALTH TRUST | 0.01% | 40,523 | - | - | Feb 29, 2024 |
| Humankind Benefit Corp | 0.01% | 253 | 7 | 2.85% | Dec 31, 2023 |
| Nushares ETF Trust | 0.01% | 79,393 | - | - | Jan 31, 2024 |
| MASTER ADVANTAGE SMID CAP LLC | 0.01% | 1,162 | - | - | Dec 31, 2020 |
| CGM TRUST | 0.01% | 12,500 | - | - | Sep 30, 2022 |
| VANGUARD VALLEY FORGE FUNDS | 0.01% | 4,490 | - | - | Mar 31, 2024 |
| FPA U.S. Core Equity Fund, Inc. | 0.01% | 500 | - | - | Jun 30, 2023 |
| Humankind Benefit Corp | 0.01% | 140 | - | - | Dec 31, 2023 |
| FIDELITY CAPITAL TRUST | 0.01% | 69,100 | - | - | Jan 31, 2024 |
| THIRD AVENUE TRUST | 0.01% | 34,246 | - | - | Jan 31, 2024 |
| Lattice Strategies Trust | 0.01% | 8,898 | - | - | Mar 31, 2024 |
| DFA INVESTMENT TRUST CO | 0.01% | 758,592 | - | - | Jan 31, 2024 |
| HOTCHKIS & WILEY FUNDS /DE/ | 0.00% | 47,042 | - | - | Mar 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 129,583 | 8,640 | 7.14% | Jan 31, 2024 |
| TIMOTHY PLAN | 0.00% | 14,030 | - | - | Mar 31, 2024 |
| FIDELITY SECURITIES FUND | 0.00% | 268,206 | - | - | Jan 31, 2024 |
| VALUED ADVISERS TRUST | 0.00% | 2,381 | - | - | Jan 31, 2024 |
| Voya Infrastructure, Industrials & Materials Fund | 0.00% | 632 | - | - | Feb 29, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 71,294 | - | - | Mar 31, 2024 |
| DIMENSIONAL INVESTMENT GROUP INC | 0.00% | 29,431 | - | - | Jan 31, 2024 |
| FIDELITY SECURITIES FUND | 0.00% | 187,028 | - | - | Jan 31, 2024 |
| SCHWARTZ INVESTMENT TRUST | 0.00% | 11,800 | - | - | Mar 31, 2024 |
| Dimensional ETF Trust | 0.00% | 896,936 | -45,726 | -4.85% | Jan 31, 2024 |
| VANGUARD INDEX FUNDS | 0.00% | 807,579 | -183,641 | -18.53% | Mar 31, 2024 |
| Voya EQUITY TRUST | 0.00% | 2,613 | - | - | Feb 29, 2024 |
| DEUTSCHE DWS INSTITUTIONAL FUNDS | 0.00% | 529 | - | - | Mar 31, 2024 |
| Capitol Series Trust | 0.00% | 16,515 | - | - | Jan 31, 2024 |
| Calvert Responsible Index Series, Inc. | 0.00% | 2,568 | - | - | Mar 31, 2024 |
| FIDELITY DEVONSHIRE TRUST | 0.00% | 15,510 | - | - | Jan 31, 2024 |
| FIDELITY COMMONWEALTH TRUST | 0.00% | 4,499 | - | - | Feb 29, 2024 |
| Fidelity Commonwealth Trust II | 0.00% | 9,234 | - | - | Aug 31, 2023 |
| John Hancock Exchange-Traded Fund Trust | 0.00% | 8,349 | 138 | 1.68% | Jan 31, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 1,396,852 | -258,851 | -15.63% | Jan 31, 2024 |
| MASTER LARGE CAP SERIES LLC | 0.00% | 1,173 | - | - | Mar 31, 2022 |
| Managed Portfolio Series | 0.00% | 27,948 | - | - | Jan 31, 2024 |
| Nushares ETF Trust | 0.00% | 8,492 | - | - | Jan 31, 2024 |
| FIDELITY COVINGTON TRUST | 0.00% | 18,762 | 112 | 0.60% | Jan 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 205 | - | - | Mar 31, 2024 |
| AMERICAN PENSION INVESTORS TRUST | 0.00% | 4,860 | - | - | Jan 31, 2024 |
| Victory Portfolios II | 0.00% | 41,456 | - | - | Mar 31, 2024 |
| Legg Mason ETF Investment Trust | 0.00% | 1,578 | - | - | Mar 31, 2024 |
| RYDEX VARIABLE TRUST | 0.00% | 845 | - | - | Dec 31, 2023 |
| HARTFORD SERIES FUND INC | 0.00% | 29,915 | - | - | Mar 31, 2024 |
| Harbor ETF Trust | 0.00% | 3,206 | - | - | Jan 31, 2024 |
| RYDEX SERIES FUNDS | 0.00% | 2,899 | - | - | Dec 31, 2023 |
| FRANKLIN FUND ALLOCATOR SERIES | 0.00% | 51,871 | - | - | Mar 31, 2024 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.00% | 2,671 | - | - | Mar 31, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 52,633 | -7,774 | -12.87% | Jan 31, 2024 |
| FORUM FUNDS | 0.00% | 1,385 | - | - | Jan 31, 2024 |
| BLACKROCK ADVANTAGE GLOBAL FUND, INC. | 0.00% | 173 | - | - | Mar 31, 2024 |
| SCHWAB INVESTMENTS | 0.00% | 32,657 | - | - | Jan 31, 2024 |
| DFA INVESTMENT TRUST CO | 0.00% | 84,288 | - | - | Jan 31, 2024 |
| Voya BALANCED PORTFOLIO INC | 0.00% | 826 | -45 | -5.17% | Mar 31, 2024 |
| PFS FUNDS | 0.00% | 6,673 | - | - | Jan 31, 2024 |
| Forethought Variable Insurance Trust | 0.00% | 2,011 | - | - | Mar 28, 2024 |
| MML SERIES INVESTMENT FUND | 0.00% | 4,453 | - | - | Dec 31, 2023 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 97,716 | -622 | -0.63% | Feb 29, 2024 |
| Aspiriant Trust | 0.00% | 4,860 | - | - | Dec 31, 2023 |
| M FUND INC | 0.00% | 200 | - | - | Mar 31, 2024 |
| Exchange Listed Funds Trust | 0.00% | 465 | - | - | Feb 29, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND VI | 0.00% | 2,007 | - | - | Mar 31, 2024 |
| Adviser Managed Trust | 0.00% | 601 | - | - | Jan 31, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS 3 | 0.00% | 6,100 | - | - | Feb 29, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 11,085 | -241 | -2.13% | Mar 31, 2024 |
| CARILLON SERIES TRUST | 0.00% | 16,288 | -47,087 | -74.30% | Mar 31, 2024 |
| DELAWARE GROUP EQUITY FUNDS IV | 0.00% | 334 | - | - | Mar 28, 2024 |
| Goldman Sachs ETF Trust II | 0.00% | 287 | - | - | Feb 29, 2024 |
| FIDELITY ADVISOR SERIES I | 0.00% | 45,500 | - | - | Mar 31, 2024 |
| UNIFIED SERIES TRUST | 0.00% | 3,861 | - | - | Mar 31, 2024 |
| NORTHWESTERN MUTUAL SERIES FUND INC | 0.00% | 24,941 | - | - | Mar 31, 2024 |
| SA FUNDS INVESTMENT TRUST | 0.00% | 3,213 | - | - | Mar 31, 2024 |
| PFM Multi-Manager Series Trust | 0.00% | 160 | - | - | Dec 31, 2023 |
| ETF Series Solutions | 0.00% | 3,967 | - | - | Jan 31, 2024 |
| Janus Detroit Street Trust | 0.00% | 27,323 | - | - | Jan 31, 2024 |
| FIRST INVESTORS EQUITY FUNDS | 0.00% | 955 | 955 | - | Sep 30, 2019 |
| FIDELITY SELECT PORTFOLIOS | 0.00% | 11,369 | - | - | Feb 29, 2024 |
| CLEARWATER INVESTMENT TRUST | 0.00% | 1,555 | - | - | Mar 28, 2024 |
U-Haul Company's largest mutual fund holder by % of total assets is "FOXBY CORP.", owning 5.67K shares, compromising 3.24% of its total assets.
U-Haul Company Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 269 | -20.88% |
| 31 Mar, 24 | 340 | 3.66% |
| 31 Dec, 23 | 328 | 9.33% |
| 30 Sep, 23 | 300 | -10.18% |
| 30 Jun, 23 | 334 | 0.60% |
| 31 Mar, 23 | 332 | 2.15% |
| 31 Dec, 22 | 325 | 12.46% |
| 30 Sep, 22 | 289 | -1.03% |
| 30 Jun, 22 | 292 | -5.81% |
| 31 Mar, 22 | 310 | -6.06% |
| 31 Dec, 21 | 330 | 12.24% |
| 30 Sep, 21 | 294 | 5.00% |
| 30 Jun, 21 | 280 | 2.56% |
| 31 Mar, 21 | 273 | 4.60% |
| 31 Dec, 20 | 261 | 12.99% |
| 30 Sep, 20 | 231 | -2.94% |
| 30 Jun, 20 | 238 | -2.06% |
| 31 Mar, 20 | 243 | 2.53% |
| 31 Dec, 19 | 237 | 9.72% |
| 30 Sep, 19 | 216 | -6.09% |
| 30 Jun, 19 | 230 | -2.95% |
| 31 Mar, 19 | 237 | 5.33% |
| 31 Dec, 18 | 225 | -4.26% |
| 30 Sep, 18 | 235 | - |
| 30 Jun, 18 | 235 | -5.62% |
| 31 Mar, 18 | 249 | - |
| 31 Dec, 17 | 249 | 1.22% |
| 30 Sep, 17 | 246 | - |
| 30 Jun, 17 | 246 | 6.03% |
| 31 Mar, 17 | 232 | 1.31% |
| 31 Dec, 16 | 229 | 4.09% |
| 30 Sep, 16 | 220 | -7.56% |
| 30 Jun, 16 | 238 | -2.46% |
| 31 Mar, 16 | 244 | 0.41% |
| 31 Dec, 15 | 243 | 17.96% |
| 30 Sep, 15 | 206 | 20.47% |
| 30 Jun, 15 | 171 | 0.59% |
| 31 Mar, 15 | 170 | -1.73% |
| 31 Dec, 14 | 173 | 4.85% |
| 30 Sep, 14 | 165 | -6.78% |
| 30 Jun, 14 | 177 | - |
| 31 Mar, 14 | 177 | -2.21% |
| 31 Dec, 13 | 181 | 8.38% |
| 30 Sep, 13 | 167 | 9.15% |
| 30 Jun, 13 | 153 | 146.77% |
| 31 Mar, 13 | 62 | 29.17% |
| 31 Dec, 12 | 48 | -14.29% |
| 30 Sep, 12 | 56 | - |
| 30 Jun, 12 | 56 | 14.29% |
| 31 Mar, 12 | 49 | 2.08% |
| 31 Dec, 11 | 48 | 4.35% |
| 30 Sep, 11 | 46 | -17.86% |
| 30 Jun, 11 | 56 | 1.82% |
| 31 Mar, 11 | 55 | 19.57% |
| 31 Dec, 10 | 46 | 17.95% |
| 30 Sep, 10 | 39 | 30.00% |
| 30 Jun, 10 | 30 | 11.11% |
| 31 Mar, 10 | 27 | 3.85% |
| 31 Dec, 09 | 26 | 30.00% |
| 30 Sep, 09 | 20 | - |
| 30 Jun, 09 | 20 | 5.26% |
| 31 Mar, 09 | 19 | -29.63% |
| 31 Dec, 08 | 27 | -6.90% |
| 30 Sep, 08 | 29 | - |
| 30 Jun, 08 | 29 | 11.54% |
| 31 Mar, 08 | 26 | 4.00% |
| 31 Dec, 07 | 25 | 13.64% |
| 30 Sep, 07 | 22 | -12.00% |
| 30 Jun, 07 | 25 | 4.17% |
| 31 Mar, 07 | 24 | -7.69% |
| 31 Dec, 06 | 26 | -7.14% |
| 30 Sep, 06 | 28 | 7.69% |
| 30 Jun, 06 | 26 | -7.14% |
| 31 Mar, 06 | 28 | 12.00% |
| 31 Dec, 05 | 25 | 4.17% |
| 30 Sep, 05 | 24 | 9.09% |
| 30 Jun, 05 | 22 | 4.76% |
| 31 Mar, 05 | 21 | 50.00% |
| 31 Dec, 04 | 14 | 100.00% |
| 30 Sep, 04 | 7 | -30.00% |
| 30 Jun, 04 | 10 | - |
| 31 Mar, 04 | 10 | 66.67% |
| 31 Dec, 03 | 6 | 100.00% |
| 30 Sep, 03 | 3 | -50.00% |
| 30 Jun, 03 | 6 | 20.00% |
| 31 Mar, 03 | 5 | 25.00% |
| 31 Dec, 02 | 4 | 33.33% |
| 30 Sep, 02 | 3 | -40.00% |
| 30 Jun, 02 | 5 | - |
| 31 Mar, 02 | 5 | - |
| 31 Dec, 01 | 5 | -28.57% |
| 30 Sep, 01 | 7 | -12.50% |
| 30 Jun, 01 | 8 | 33.33% |
| 31 Mar, 01 | 6 | 20.00% |
| 31 Dec, 00 | 5 | -16.67% |
| 30 Sep, 00 | 6 | -14.29% |
| 30 Jun, 00 | 7 | 40.00% |
| 31 Mar, 00 | 5 | - |
| 31 Dec, 99 | 5 | 25.00% |
| 30 Sep, 99 | 4 | -42.86% |
| 30 Jun, 99 | 7 | 16.67% |
| 31 Mar, 99 | 6 | - |
As of 30 Jun 24, 269 institutions are holding U-Haul Company's shares, representing a decrease of -20.88% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 63,802,873 | 72.31% |
| 31 Mar, 24 | 37,027,089 | 63.05% |
| 31 Dec, 23 | 22,709,464 | -24.76% |
| 30 Sep, 23 | 30,182,507 | -43.54% |
| 30 Jun, 23 | 53,453,789 | 36.52% |
| 31 Mar, 23 | 39,154,233 | 26.34% |
| 31 Dec, 22 | 30,990,194 | 337.20% |
| 30 Sep, 22 | 7,088,380 | 0.97% |
| 30 Jun, 22 | 7,020,612 | -1.34% |
| 31 Mar, 22 | 7,115,732 | 1.18% |
| 31 Dec, 21 | 7,033,036 | 0.36% |
| 30 Sep, 21 | 7,007,918 | -1.41% |
| 30 Jun, 21 | 7,108,279 | 3.78% |
| 31 Mar, 21 | 6,849,272 | -1.86% |
| 31 Dec, 20 | 6,979,405 | 0.51% |
| 30 Sep, 20 | 6,943,660 | -0.08% |
| 30 Jun, 20 | 6,949,268 | -8.70% |
| 31 Mar, 20 | 7,611,129 | 2.52% |
| 31 Dec, 19 | 7,424,291 | 1.35% |
| 30 Sep, 19 | 7,325,490 | -0.84% |
| 30 Jun, 19 | 7,387,560 | -0.86% |
| 31 Mar, 19 | 7,451,947 | 1.24% |
| 31 Dec, 18 | 7,360,555 | 0.22% |
| 30 Sep, 18 | 7,344,375 | -1.03% |
| 30 Jun, 18 | 7,420,460 | 0.97% |
| 31 Mar, 18 | 7,349,244 | 6.07% |
| 31 Dec, 17 | 6,928,939 | 14.87% |
| 30 Sep, 17 | 6,031,741 | 1.98% |
| 30 Jun, 17 | 5,914,566 | 2.33% |
| 31 Mar, 17 | 5,780,157 | 3.26% |
| 31 Dec, 16 | 5,597,409 | -0.77% |
| 30 Sep, 16 | 5,640,672 | 1.15% |
| 30 Jun, 16 | 5,576,744 | -1.82% |
| 31 Mar, 16 | 5,680,376 | 3.04% |
| 31 Dec, 15 | 5,513,037 | -62.04% |
| 30 Sep, 15 | 14,523,019 | 173.63% |
| 30 Jun, 15 | 5,307,615 | -0.71% |
| 31 Mar, 15 | 5,345,689 | -0.17% |
| 31 Dec, 14 | 5,355,013 | 0.93% |
| 30 Sep, 14 | 5,305,581 | -0.40% |
| 30 Jun, 14 | 5,327,055 | 2.07% |
| 31 Mar, 14 | 5,219,182 | -3.58% |
| 31 Dec, 13 | 5,413,157 | -1.91% |
| 30 Sep, 13 | 5,518,308 | -0.03% |
| 30 Jun, 13 | 5,520,157 | 182.81% |
| 31 Mar, 13 | 1,951,892 | -5.51% |
| 31 Dec, 12 | 2,065,696 | -11.47% |
| 30 Sep, 12 | 2,333,438 | -3.64% |
| 30 Jun, 12 | 2,421,629 | 38.33% |
| 31 Mar, 12 | 1,750,592 | -17.65% |
| 31 Dec, 11 | 2,125,737 | 1.21% |
| 30 Sep, 11 | 2,100,275 | -22.06% |
| 30 Jun, 11 | 2,694,847 | 7.33% |
| 31 Mar, 11 | 2,510,728 | 20.03% |
| 31 Dec, 10 | 2,091,804 | 55.81% |
| 30 Sep, 10 | 1,342,532 | 4.58% |
| 30 Jun, 10 | 1,283,720 | -25.44% |
| 31 Mar, 10 | 1,721,718 | -27.61% |
| 31 Dec, 09 | 2,378,418 | 37.26% |
| 30 Sep, 09 | 1,732,728 | 56.22% |
| 30 Jun, 09 | 1,109,139 | -31.65% |
| 31 Mar, 09 | 1,622,694 | -32.69% |
| 31 Dec, 08 | 2,410,704 | -15.66% |
| 30 Sep, 08 | 2,858,360 | 5.69% |
| 30 Jun, 08 | 2,704,560 | 38.10% |
| 31 Mar, 08 | 1,958,466 | -17.24% |
| 31 Dec, 07 | 2,366,401 | 0.88% |
| 30 Sep, 07 | 2,345,715 | 8.22% |
| 30 Jun, 07 | 2,167,633 | 50.85% |
| 31 Mar, 07 | 1,436,928 | -1.83% |
| 31 Dec, 06 | 1,463,692 | 16.81% |
| 30 Sep, 06 | 1,253,099 | 14.71% |
| 30 Jun, 06 | 1,092,433 | -18.52% |
| 31 Mar, 06 | 1,340,693 | 62.66% |
| 31 Dec, 05 | 824,219 | 37.25% |
| 30 Sep, 05 | 600,509 | 12.50% |
| 30 Jun, 05 | 533,805 | 0.76% |
| 31 Mar, 05 | 529,777 | -7.77% |
| 31 Dec, 04 | 574,400 | -4.56% |
| 30 Sep, 04 | 601,835 | -9.72% |
| 30 Jun, 04 | 666,607 | -16.61% |
| 31 Mar, 04 | 799,374 | -25.08% |
| 31 Dec, 03 | 1,066,972 | -26.47% |
| 30 Sep, 03 | 1,451,025 | -7.70% |
| 30 Jun, 03 | 1,572,072 | 17.07% |
| 31 Mar, 03 | 1,342,898 | 7.48% |
| 31 Dec, 02 | 1,249,462 | 1197.37% |
| 30 Sep, 02 | 96,307 | -87.37% |
| 30 Jun, 02 | 762,775 | 0.29% |
| 31 Mar, 02 | 760,558 | 0.94% |
| 31 Dec, 01 | 753,468 | -12.09% |
| 30 Sep, 01 | 857,137 | -12.84% |
| 30 Jun, 01 | 983,427 | 19.58% |
| 31 Mar, 01 | 822,375 | -3.83% |
| 31 Dec, 00 | 855,132 | -14.39% |
| 30 Sep, 00 | 998,857 | -6.04% |
| 30 Jun, 00 | 1,063,092 | 1246.08% |
| 31 Mar, 00 | 78,977 | -66.11% |
| 31 Dec, 99 | 233,009 | 48.83% |
| 30 Sep, 99 | 156,563 | -54.77% |
| 30 Jun, 99 | 346,162 | -18.81% |
| 31 Mar, 99 | 426,382 | - |
U-Haul Company (UHAL) has 63.80M shares outstanding as of 30 Jun 24, up 72.31% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 32.54% | 9.12% |
| 31 Mar, 24 | 18.88% | 14.08% |
| 31 Dec, 23 | 11.58% | 4.89% |
| 30 Sep, 23 | 15.39% | 2.07% |
| 30 Jun, 23 | 27.26% | 6.84% |
| 31 Mar, 23 | 19.97% | 7.99% |
| 31 Dec, 22 | 15.80% | 1.21% |
| 30 Sep, 22 | 36.15% | 2.82% |
| 30 Jun, 22 | 35.81% | 2.72% |
| 31 Mar, 22 | 36.29% | 2.82% |
| 31 Dec, 21 | 35.87% | 2.81% |
| 30 Sep, 21 | 35.74% | 2.72% |
| 30 Jun, 21 | 36.25% | 2.97% |
| 31 Mar, 21 | 34.93% | 2.76% |
| 31 Dec, 20 | 35.60% | 2.84% |
| 30 Sep, 20 | 35.41% | 2.82% |
| 30 Jun, 20 | 35.44% | 2.35% |
| 31 Mar, 20 | 38.82% | 2.71% |
| 31 Dec, 19 | 37.86% | 2.71% |
| 30 Sep, 19 | 37.37% | 2.63% |
| 30 Jun, 19 | 37.70% | 2.61% |
| 31 Mar, 19 | 38.03% | 2.69% |
| 31 Dec, 18 | 37.57% | 2.67% |
| 30 Sep, 18 | 37.49% | 2.61% |
| 30 Jun, 18 | 37.88% | 2.69% |
| 31 Mar, 18 | 37.52% | 3.00% |
| 31 Dec, 17 | 35.37% | 3.73% |
| 30 Sep, 17 | 30.79% | 3.38% |
| 30 Jun, 17 | 30.20% | 3.47% |
| 31 Mar, 17 | 29.51% | 3.61% |
| 31 Dec, 16 | 28.58% | 3.45% |
| 30 Sep, 16 | 28.80% | 3.55% |
| 30 Jun, 16 | 28.47% | 3.39% |
| 31 Mar, 16 | 29.00% | 3.67% |
| 31 Dec, 15 | 28.13% | 0.51% |
| 30 Sep, 15 | 74.11% | 10.10% |
| 30 Jun, 15 | 27.09% | 3.64% |
| 31 Mar, 15 | 27.29% | 3.65% |
| 31 Dec, 14 | 27.33% | 3.72% |
| 30 Sep, 14 | 27.09% | 3.66% |
| 30 Jun, 14 | 27.21% | 3.83% |
| 31 Mar, 14 | 26.67% | 3.48% |
| 31 Dec, 13 | 27.67% | 3.47% |
| 30 Sep, 13 | 28.22% | 3.54% |
| 30 Jun, 13 | 28.24% | 28.24% |
| 31 Mar, 13 | 10.00% | 8.93% |
| 31 Dec, 12 | 10.58% | 7.40% |
| 30 Sep, 12 | 11.96% | 7.76% |
| 30 Jun, 12 | 12.42% | 15.39% |
| 31 Mar, 12 | 8.98% | 7.54% |
| 31 Dec, 11 | 10.91% | 9.38% |
| 30 Sep, 11 | 10.79% | 5.62% |
| 30 Jun, 11 | 13.85% | 8.30% |
| 31 Mar, 11 | 12.92% | 11.16% |
| 31 Dec, 10 | 10.76% | 22.53% |
| 30 Sep, 10 | 6.91% | 15.81% |
| 30 Jun, 10 | 6.61% | 8.38% |
| 31 Mar, 10 | 8.88% | 5.90% |
| 31 Dec, 09 | 12.26% | 15.35% |
| 30 Sep, 09 | 8.94% | 27.26% |
| 30 Jun, 09 | 5.73% | 8.15% |
| 31 Mar, 09 | 8.38% | 5.40% |
| 31 Dec, 08 | 12.46% | 5.71% |
| 30 Sep, 08 | 14.77% | 7.56% |
| 30 Jun, 08 | 13.98% | 13.64% |
| 31 Mar, 08 | 10.12% | 7.05% |
| 31 Dec, 07 | 11.98% | 8.48% |
| 30 Sep, 07 | 11.89% | 10.06% |
| 30 Jun, 07 | 10.87% | 20.93% |
| 31 Mar, 07 | 7.21% | 14.73% |
| 31 Dec, 06 | 7.00% | 19.48% |
| 30 Sep, 06 | 5.99% | 21.93% |
| 30 Jun, 06 | 5.23% | 12.68% |
| 31 Mar, 06 | 6.42% | 41.16% |
| 31 Dec, 05 | 3.95% | 47.61% |
| 30 Sep, 05 | 2.88% | 43.89% |
| 30 Jun, 05 | 2.56% | 39.55% |
| 31 Mar, 05 | 2.55% | 33.42% |
| 31 Dec, 04 | 2.76% | 32.97% |
| 30 Sep, 04 | 2.89% | 28.13% |
| 30 Jun, 04 | 3.21% | 21.61% |
| 31 Mar, 04 | 3.85% | 1458.09% |
| 31 Dec, 03 | 0.51% | 105.06% |
| 30 Sep, 03 | 0.70% | 121.64% |
| 30 Jun, 03 | 0.76% | 182.34% |
| 31 Mar, 03 | 0.64% | 165.61% |
| 31 Dec, 02 | 0.62% | 29114.47% |
| 30 Sep, 02 | 0.05% | 33.75% |
| 30 Jun, 02 | 0.37% | 271.57% |
| 31 Mar, 02 | 0.37% | 284.00% |
| 31 Dec, 01 | 0.36% | 218.69% |
| 30 Sep, 01 | 0.41% | 190.18% |
| 30 Jun, 01 | 0.46% | 316.38% |
| 31 Mar, 01 | 0.38% | 239.47% |
| 31 Dec, 00 | 0.40% | 184.90% |
| 30 Sep, 00 | 0.46% | 193.99% |
| 30 Jun, 00 | 0.49% | 36778.08% |
| 31 Mar, 00 | 0.04% | 324.43% |
| 31 Dec, 99 | 0.11% | 2086.26% |
| 30 Sep, 99 | 0.07% | 286.68% |
| 30 Jun, 99 | 0.16% | 417.34% |
| 31 Mar, 99 | 0.19% | - |
As of 30 Jun 24, U-Haul Company is held by 32.54% institutional shareholders, representing a 9.12% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 177 | 7.93% |
| 31 Mar, 24 | 164 | 5.13% |
| 31 Dec, 23 | 156 | 39.29% |
| 30 Sep, 23 | 112 | -37.78% |
| 30 Jun, 23 | 180 | 9.76% |
| 31 Mar, 23 | 164 | -35.69% |
| 31 Dec, 22 | 255 | 86.13% |
| 30 Sep, 22 | 137 | -4.86% |
| 30 Jun, 22 | 144 | 9.09% |
| 31 Mar, 22 | 132 | -27.07% |
| 31 Dec, 21 | 181 | 57.39% |
| 30 Sep, 21 | 115 | -23.33% |
| 30 Jun, 21 | 150 | 16.28% |
| 31 Mar, 21 | 129 | 4.88% |
| 31 Dec, 20 | 123 | 23.00% |
| 30 Sep, 20 | 100 | -2.91% |
| 30 Jun, 20 | 103 | -20.16% |
| 31 Mar, 20 | 129 | 5.74% |
| 31 Dec, 19 | 122 | 17.31% |
| 30 Sep, 19 | 104 | 2.97% |
| 30 Jun, 19 | 101 | -11.40% |
| 31 Mar, 19 | 114 | -3.39% |
| 31 Dec, 18 | 118 | 11.32% |
| 30 Sep, 18 | 106 | -20.30% |
| 30 Jun, 18 | 133 | 1.53% |
| 31 Mar, 18 | 131 | 11.02% |
| 31 Dec, 17 | 118 | 2.61% |
| 30 Sep, 17 | 115 | -3.36% |
| 30 Jun, 17 | 119 | 6.25% |
| 31 Mar, 17 | 112 | 7.69% |
| 31 Dec, 16 | 104 | 22.35% |
| 30 Sep, 16 | 85 | -4.49% |
| 30 Jun, 16 | 89 | -29.37% |
| 31 Mar, 16 | 126 | -11.27% |
| 31 Dec, 15 | 142 | 24.56% |
| 30 Sep, 15 | 114 | 40.74% |
| 30 Jun, 15 | 81 | 9.46% |
| 31 Mar, 15 | 74 | 12.12% |
| 31 Dec, 14 | 66 | -12.00% |
| 30 Sep, 14 | 75 | 1.35% |
| 30 Jun, 14 | 74 | 1.37% |
| 31 Mar, 14 | 73 | -12.05% |
| 31 Dec, 13 | 83 | -10.75% |
| 30 Sep, 13 | 93 | -19.83% |
| 30 Jun, 13 | 116 | 205.26% |
| 31 Mar, 13 | 38 | 52.00% |
| 31 Dec, 12 | 25 | -26.47% |
| 30 Sep, 12 | 34 | 3.03% |
| 30 Jun, 12 | 33 | 26.92% |
| 31 Mar, 12 | 26 | -3.70% |
| 31 Dec, 11 | 27 | 22.73% |
| 30 Sep, 11 | 22 | -29.03% |
| 30 Jun, 11 | 31 | -8.82% |
| 31 Mar, 11 | 34 | 13.33% |
| 31 Dec, 10 | 30 | 20.00% |
| 30 Sep, 10 | 25 | 66.67% |
| 30 Jun, 10 | 15 | -21.05% |
| 31 Mar, 10 | 19 | 26.67% |
| 31 Dec, 09 | 15 | 66.67% |
| 30 Sep, 09 | 9 | -35.71% |
| 30 Jun, 09 | 14 | 55.56% |
| 31 Mar, 09 | 9 | -43.75% |
| 31 Dec, 08 | 16 | 6.67% |
| 30 Sep, 08 | 15 | -6.25% |
| 30 Jun, 08 | 16 | -5.88% |
| 31 Mar, 08 | 17 | 30.77% |
| 31 Dec, 07 | 13 | - |
| 30 Sep, 07 | 13 | -13.33% |
| 30 Jun, 07 | 15 | - |
| 31 Mar, 07 | 15 | -11.76% |
| 31 Dec, 06 | 17 | - |
| 30 Sep, 06 | 17 | 30.77% |
| 30 Jun, 06 | 13 | -23.53% |
| 31 Mar, 06 | 17 | - |
| 31 Dec, 05 | 17 | 21.43% |
| 30 Sep, 05 | 14 | 16.67% |
| 30 Jun, 05 | 12 | -29.41% |
| 31 Mar, 05 | 17 | 88.89% |
| 31 Dec, 04 | 9 | 200.00% |
| 30 Sep, 04 | 3 | -62.50% |
| 30 Jun, 04 | 8 | 33.33% |
| 31 Mar, 04 | 6 | 50.00% |
| 31 Dec, 03 | 4 | 300.00% |
| 30 Sep, 03 | 1 | -75.00% |
| 30 Jun, 03 | 4 | 33.33% |
| 31 Mar, 03 | 3 | - |
| 31 Dec, 02 | 3 | - |
| 30 Sep, 02 | 3 | - |
| 30 Jun, 02 | 3 | -40.00% |
| 31 Mar, 02 | 5 | 150.00% |
| 31 Dec, 01 | 2 | -33.33% |
| 30 Sep, 01 | 3 | -57.14% |
| 30 Jun, 01 | 7 | 133.33% |
| 31 Mar, 01 | 3 | 200.00% |
| 31 Dec, 00 | 1 | - |
| 30 Sep, 00 | 1 | -80.00% |
| 30 Jun, 00 | 5 | 150.00% |
| 31 Mar, 00 | 2 | -50.00% |
| 31 Dec, 99 | 4 | 33.33% |
| 30 Sep, 99 | 3 | -25.00% |
| 30 Jun, 99 | 4 | -33.33% |
| 31 Mar, 99 | 6 | - |
177 institutional shareholders have increased their position in UHAL stock as of 30 Jun 24 compared to 164 in the previous quarter (a 7.93% increase).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 65 | -44.44% |
| 31 Mar, 24 | 117 | -3.31% |
| 31 Dec, 23 | 121 | -8.33% |
| 30 Sep, 23 | 132 | 26.92% |
| 30 Jun, 23 | 104 | -9.57% |
| 31 Mar, 23 | 115 | 180.49% |
| 31 Dec, 22 | 41 | -58.16% |
| 30 Sep, 22 | 98 | -2.00% |
| 30 Jun, 22 | 100 | -12.28% |
| 31 Mar, 22 | 114 | 16.33% |
| 31 Dec, 21 | 98 | -14.78% |
| 30 Sep, 21 | 115 | 61.97% |
| 30 Jun, 21 | 71 | -31.07% |
| 31 Mar, 21 | 103 | 14.44% |
| 31 Dec, 20 | 90 | -1.10% |
| 30 Sep, 20 | 91 | -8.08% |
| 30 Jun, 20 | 99 | 30.26% |
| 31 Mar, 20 | 76 | 10.14% |
| 31 Dec, 19 | 69 | -2.82% |
| 30 Sep, 19 | 71 | -8.97% |
| 30 Jun, 19 | 78 | 4.00% |
| 31 Mar, 19 | 75 | 10.29% |
| 31 Dec, 18 | 68 | -13.92% |
| 30 Sep, 18 | 79 | 41.07% |
| 30 Jun, 18 | 56 | -15.15% |
| 31 Mar, 18 | 66 | -20.48% |
| 31 Dec, 17 | 83 | 15.28% |
| 30 Sep, 17 | 72 | -12.20% |
| 30 Jun, 17 | 82 | 18.84% |
| 31 Mar, 17 | 69 | -14.81% |
| 31 Dec, 16 | 81 | -2.41% |
| 30 Sep, 16 | 83 | -19.42% |
| 30 Jun, 16 | 103 | 43.06% |
| 31 Mar, 16 | 72 | - |
| 31 Dec, 15 | 72 | 7.46% |
| 30 Sep, 15 | 67 | -5.63% |
| 30 Jun, 15 | 71 | 1.43% |
| 31 Mar, 15 | 70 | -15.66% |
| 31 Dec, 14 | 83 | 29.69% |
| 30 Sep, 14 | 64 | -14.67% |
| 30 Jun, 14 | 75 | 1.35% |
| 31 Mar, 14 | 74 | - |
| 31 Dec, 13 | 74 | 42.31% |
| 30 Sep, 13 | 52 | 116.67% |
| 30 Jun, 13 | 24 | 33.33% |
| 31 Mar, 13 | 18 | -5.26% |
| 31 Dec, 12 | 19 | 35.71% |
| 30 Sep, 12 | 14 | 7.69% |
| 30 Jun, 12 | 13 | -18.75% |
| 31 Mar, 12 | 16 | - |
| 31 Dec, 11 | 16 | -5.88% |
| 30 Sep, 11 | 17 | -15.00% |
| 30 Jun, 11 | 20 | 66.67% |
| 31 Mar, 11 | 12 | 20.00% |
| 31 Dec, 10 | 10 | 11.11% |
| 30 Sep, 10 | 9 | -18.18% |
| 30 Jun, 10 | 11 | 120.00% |
| 31 Mar, 10 | 5 | -28.57% |
| 31 Dec, 09 | 7 | 40.00% |
| 30 Sep, 09 | 5 | - |
| 30 Jun, 09 | 5 | -16.67% |
| 31 Mar, 09 | 6 | - |
| 31 Dec, 08 | 6 | -25.00% |
| 30 Sep, 08 | 8 | 33.33% |
| 30 Jun, 08 | 6 | 50.00% |
| 31 Mar, 08 | 4 | -50.00% |
| 31 Dec, 07 | 8 | 33.33% |
| 30 Sep, 07 | 6 | -25.00% |
| 30 Jun, 07 | 8 | 60.00% |
| 31 Mar, 07 | 5 | 25.00% |
| 31 Dec, 06 | 4 | -42.86% |
| 30 Sep, 06 | 7 | -41.67% |
| 30 Jun, 06 | 12 | 33.33% |
| 31 Mar, 06 | 9 | 125.00% |
| 31 Dec, 05 | 4 | -42.86% |
| 30 Sep, 05 | 7 | 40.00% |
| 30 Jun, 05 | 5 | 150.00% |
| 31 Mar, 05 | 2 | - |
| 31 Dec, 04 | 2 | - |
| 30 Sep, 04 | 2 | 100.00% |
| 30 Jun, 04 | 1 | -66.67% |
| 31 Mar, 04 | 3 | 50.00% |
| 31 Dec, 03 | 2 | - |
| 30 Sep, 03 | 2 | - |
| 30 Jun, 03 | - | -100.00% |
| 31 Mar, 03 | 1 | - |
| 31 Dec, 02 | 1 | - |
| 30 Sep, 02 | - | -100.00% |
| 30 Jun, 02 | 2 | - |
| 31 Mar, 02 | - | -100.00% |
| 31 Dec, 01 | 1 | -50.00% |
| 30 Sep, 01 | 2 | 100.00% |
| 30 Jun, 01 | 1 | - |
| 31 Mar, 01 | 1 | - |
| 31 Dec, 00 | 1 | -66.67% |
| 30 Sep, 00 | 3 | - |
| 30 Jun, 00 | - | -100.00% |
| 31 Mar, 00 | 1 | - |
| 31 Dec, 99 | - | -100.00% |
| 30 Sep, 99 | 1 | -50.00% |
| 30 Jun, 99 | 2 | - |
| 31 Mar, 99 | - | - |
65 institutional shareholders have reduced their position in UHAL stock as of 30 Jun 24 compared to 117 in the previous quarter (a -44.44% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 269 | -20.88% | 63,802,873 | 72.31% | 32.54% | 9.12% | 177 | 7.93% | 65 | -44.44% |
| 31 Mar, 24 | 340 | 3.66% | 37,027,089 | 63.05% | 18.88% | 14.08% | 164 | 5.13% | 117 | -3.31% |
| 31 Dec, 23 | 328 | 9.33% | 22,709,464 | -24.76% | 11.58% | 4.89% | 156 | 39.29% | 121 | -8.33% |
| 30 Sep, 23 | 300 | -10.18% | 30,182,507 | -43.54% | 15.39% | 2.07% | 112 | -37.78% | 132 | 26.92% |
| 30 Jun, 23 | 334 | 0.60% | 53,453,789 | 36.52% | 27.26% | 6.84% | 180 | 9.76% | 104 | -9.57% |
| 31 Mar, 23 | 332 | 2.15% | 39,154,233 | 26.34% | 19.97% | 7.99% | 164 | -35.69% | 115 | 180.49% |
| 31 Dec, 22 | 325 | 12.46% | 30,990,194 | 337.20% | 15.80% | 1.21% | 255 | 86.13% | 41 | -58.16% |
| 30 Sep, 22 | 289 | -1.03% | 7,088,380 | 0.97% | 36.15% | 2.82% | 137 | -4.86% | 98 | -2.00% |
| 30 Jun, 22 | 292 | -5.81% | 7,020,612 | -1.34% | 35.81% | 2.72% | 144 | 9.09% | 100 | -12.28% |
| 31 Mar, 22 | 310 | -6.06% | 7,115,732 | 1.18% | 36.29% | 2.82% | 132 | -27.07% | 114 | 16.33% |
| 31 Dec, 21 | 330 | 12.24% | 7,033,036 | 0.36% | 35.87% | 2.81% | 181 | 57.39% | 98 | -14.78% |
| 30 Sep, 21 | 294 | 5.00% | 7,007,918 | -1.41% | 35.74% | 2.72% | 115 | -23.33% | 115 | 61.97% |
| 30 Jun, 21 | 280 | 2.56% | 7,108,279 | 3.78% | 36.25% | 2.97% | 150 | 16.28% | 71 | -31.07% |
| 31 Mar, 21 | 273 | 4.60% | 6,849,272 | -1.86% | 34.93% | 2.76% | 129 | 4.88% | 103 | 14.44% |
| 31 Dec, 20 | 261 | 12.99% | 6,979,405 | 0.51% | 35.60% | 2.84% | 123 | 23.00% | 90 | -1.10% |
| 30 Sep, 20 | 231 | -2.94% | 6,943,660 | -0.08% | 35.41% | 2.82% | 100 | -2.91% | 91 | -8.08% |
| 30 Jun, 20 | 238 | -2.06% | 6,949,268 | -8.70% | 35.44% | 2.35% | 103 | -20.16% | 99 | 30.26% |
| 31 Mar, 20 | 243 | 2.53% | 7,611,129 | 2.52% | 38.82% | 2.71% | 129 | 5.74% | 76 | 10.14% |
| 31 Dec, 19 | 237 | 9.72% | 7,424,291 | 1.35% | 37.86% | 2.71% | 122 | 17.31% | 69 | -2.82% |
| 30 Sep, 19 | 216 | -6.09% | 7,325,490 | -0.84% | 37.37% | 2.63% | 104 | 2.97% | 71 | -8.97% |
| 30 Jun, 19 | 230 | -2.95% | 7,387,560 | -0.86% | 37.70% | 2.61% | 101 | -11.40% | 78 | 4.00% |
| 31 Mar, 19 | 237 | 5.33% | 7,451,947 | 1.24% | 38.03% | 2.69% | 114 | -3.39% | 75 | 10.29% |
| 31 Dec, 18 | 225 | -4.26% | 7,360,555 | 0.22% | 37.57% | 2.67% | 118 | 11.32% | 68 | -13.92% |
| 30 Sep, 18 | 235 | - | 7,344,375 | -1.03% | 37.49% | 2.61% | 106 | -20.30% | 79 | 41.07% |
| 30 Jun, 18 | 235 | -5.62% | 7,420,460 | 0.97% | 37.88% | 2.69% | 133 | 1.53% | 56 | -15.15% |
| 31 Mar, 18 | 249 | - | 7,349,244 | 6.07% | 37.52% | 3.00% | 131 | 11.02% | 66 | -20.48% |
| 31 Dec, 17 | 249 | 1.22% | 6,928,939 | 14.87% | 35.37% | 3.73% | 118 | 2.61% | 83 | 15.28% |
| 30 Sep, 17 | 246 | - | 6,031,741 | 1.98% | 30.79% | 3.38% | 115 | -3.36% | 72 | -12.20% |
| 30 Jun, 17 | 246 | 6.03% | 5,914,566 | 2.33% | 30.20% | 3.47% | 119 | 6.25% | 82 | 18.84% |
| 31 Mar, 17 | 232 | 1.31% | 5,780,157 | 3.26% | 29.51% | 3.61% | 112 | 7.69% | 69 | -14.81% |
| 31 Dec, 16 | 229 | 4.09% | 5,597,409 | -0.77% | 28.58% | 3.45% | 104 | 22.35% | 81 | -2.41% |
| 30 Sep, 16 | 220 | -7.56% | 5,640,672 | 1.15% | 28.80% | 3.55% | 85 | -4.49% | 83 | -19.42% |
| 30 Jun, 16 | 238 | -2.46% | 5,576,744 | -1.82% | 28.47% | 3.39% | 89 | -29.37% | 103 | 43.06% |
| 31 Mar, 16 | 244 | 0.41% | 5,680,376 | 3.04% | 29.00% | 3.67% | 126 | -11.27% | 72 | - |
| 31 Dec, 15 | 243 | 17.96% | 5,513,037 | -62.04% | 28.13% | 0.51% | 142 | 24.56% | 72 | 7.46% |
| 30 Sep, 15 | 206 | 20.47% | 14,523,019 | 173.63% | 74.11% | 10.10% | 114 | 40.74% | 67 | -5.63% |
| 30 Jun, 15 | 171 | 0.59% | 5,307,615 | -0.71% | 27.09% | 3.64% | 81 | 9.46% | 71 | 1.43% |
| 31 Mar, 15 | 170 | -1.73% | 5,345,689 | -0.17% | 27.29% | 3.65% | 74 | 12.12% | 70 | -15.66% |
| 31 Dec, 14 | 173 | 4.85% | 5,355,013 | 0.93% | 27.33% | 3.72% | 66 | -12.00% | 83 | 29.69% |
| 30 Sep, 14 | 165 | -6.78% | 5,305,581 | -0.40% | 27.09% | 3.66% | 75 | 1.35% | 64 | -14.67% |
| 30 Jun, 14 | 177 | - | 5,327,055 | 2.07% | 27.21% | 3.83% | 74 | 1.37% | 75 | 1.35% |
| 31 Mar, 14 | 177 | -2.21% | 5,219,182 | -3.58% | 26.67% | 3.48% | 73 | -12.05% | 74 | - |
| 31 Dec, 13 | 181 | 8.38% | 5,413,157 | -1.91% | 27.67% | 3.47% | 83 | -10.75% | 74 | 42.31% |
| 30 Sep, 13 | 167 | 9.15% | 5,518,308 | -0.03% | 28.22% | 3.54% | 93 | -19.83% | 52 | 116.67% |
| 30 Jun, 13 | 153 | 146.77% | 5,520,157 | 182.81% | 28.24% | 28.24% | 116 | 205.26% | 24 | 33.33% |
| 31 Mar, 13 | 62 | 29.17% | 1,951,892 | -5.51% | 10.00% | 8.93% | 38 | 52.00% | 18 | -5.26% |
| 31 Dec, 12 | 48 | -14.29% | 2,065,696 | -11.47% | 10.58% | 7.40% | 25 | -26.47% | 19 | 35.71% |
| 30 Sep, 12 | 56 | - | 2,333,438 | -3.64% | 11.96% | 7.76% | 34 | 3.03% | 14 | 7.69% |
| 30 Jun, 12 | 56 | 14.29% | 2,421,629 | 38.33% | 12.42% | 15.39% | 33 | 26.92% | 13 | -18.75% |
| 31 Mar, 12 | 49 | 2.08% | 1,750,592 | -17.65% | 8.98% | 7.54% | 26 | -3.70% | 16 | - |
| 31 Dec, 11 | 48 | 4.35% | 2,125,737 | 1.21% | 10.91% | 9.38% | 27 | 22.73% | 16 | -5.88% |
| 30 Sep, 11 | 46 | -17.86% | 2,100,275 | -22.06% | 10.79% | 5.62% | 22 | -29.03% | 17 | -15.00% |
| 30 Jun, 11 | 56 | 1.82% | 2,694,847 | 7.33% | 13.85% | 8.30% | 31 | -8.82% | 20 | 66.67% |
| 31 Mar, 11 | 55 | 19.57% | 2,510,728 | 20.03% | 12.92% | 11.16% | 34 | 13.33% | 12 | 20.00% |
| 31 Dec, 10 | 46 | 17.95% | 2,091,804 | 55.81% | 10.76% | 22.53% | 30 | 20.00% | 10 | 11.11% |
| 30 Sep, 10 | 39 | 30.00% | 1,342,532 | 4.58% | 6.91% | 15.81% | 25 | 66.67% | 9 | -18.18% |
| 30 Jun, 10 | 30 | 11.11% | 1,283,720 | -25.44% | 6.61% | 8.38% | 15 | -21.05% | 11 | 120.00% |
| 31 Mar, 10 | 27 | 3.85% | 1,721,718 | -27.61% | 8.88% | 5.90% | 19 | 26.67% | 5 | -28.57% |
| 31 Dec, 09 | 26 | 30.00% | 2,378,418 | 37.26% | 12.26% | 15.35% | 15 | 66.67% | 7 | 40.00% |
| 30 Sep, 09 | 20 | - | 1,732,728 | 56.22% | 8.94% | 27.26% | 9 | -35.71% | 5 | - |
| 30 Jun, 09 | 20 | 5.26% | 1,109,139 | -31.65% | 5.73% | 8.15% | 14 | 55.56% | 5 | -16.67% |
| 31 Mar, 09 | 19 | -29.63% | 1,622,694 | -32.69% | 8.38% | 5.40% | 9 | -43.75% | 6 | - |
| 31 Dec, 08 | 27 | -6.90% | 2,410,704 | -15.66% | 12.46% | 5.71% | 16 | 6.67% | 6 | -25.00% |
| 30 Sep, 08 | 29 | - | 2,858,360 | 5.69% | 14.77% | 7.56% | 15 | -6.25% | 8 | 33.33% |
| 30 Jun, 08 | 29 | 11.54% | 2,704,560 | 38.10% | 13.98% | 13.64% | 16 | -5.88% | 6 | 50.00% |
| 31 Mar, 08 | 26 | 4.00% | 1,958,466 | -17.24% | 10.12% | 7.05% | 17 | 30.77% | 4 | -50.00% |
| 31 Dec, 07 | 25 | 13.64% | 2,366,401 | 0.88% | 11.98% | 8.48% | 13 | - | 8 | 33.33% |
| 30 Sep, 07 | 22 | -12.00% | 2,345,715 | 8.22% | 11.89% | 10.06% | 13 | -13.33% | 6 | -25.00% |
| 30 Jun, 07 | 25 | 4.17% | 2,167,633 | 50.85% | 10.87% | 20.93% | 15 | - | 8 | 60.00% |
| 31 Mar, 07 | 24 | -7.69% | 1,436,928 | -1.83% | 7.21% | 14.73% | 15 | -11.76% | 5 | 25.00% |
| 31 Dec, 06 | 26 | -7.14% | 1,463,692 | 16.81% | 7.00% | 19.48% | 17 | - | 4 | -42.86% |
| 30 Sep, 06 | 28 | 7.69% | 1,253,099 | 14.71% | 5.99% | 21.93% | 17 | 30.77% | 7 | -41.67% |
| 30 Jun, 06 | 26 | -7.14% | 1,092,433 | -18.52% | 5.23% | 12.68% | 13 | -23.53% | 12 | 33.33% |
| 31 Mar, 06 | 28 | 12.00% | 1,340,693 | 62.66% | 6.42% | 41.16% | 17 | - | 9 | 125.00% |
| 31 Dec, 05 | 25 | 4.17% | 824,219 | 37.25% | 3.95% | 47.61% | 17 | 21.43% | 4 | -42.86% |
| 30 Sep, 05 | 24 | 9.09% | 600,509 | 12.50% | 2.88% | 43.89% | 14 | 16.67% | 7 | 40.00% |
| 30 Jun, 05 | 22 | 4.76% | 533,805 | 0.76% | 2.56% | 39.55% | 12 | -29.41% | 5 | 150.00% |
| 31 Mar, 05 | 21 | 50.00% | 529,777 | -7.77% | 2.55% | 33.42% | 17 | 88.89% | 2 | - |
| 31 Dec, 04 | 14 | 100.00% | 574,400 | -4.56% | 2.76% | 32.97% | 9 | 200.00% | 2 | - |
| 30 Sep, 04 | 7 | -30.00% | 601,835 | -9.72% | 2.89% | 28.13% | 3 | -62.50% | 2 | 100.00% |
| 30 Jun, 04 | 10 | - | 666,607 | -16.61% | 3.21% | 21.61% | 8 | 33.33% | 1 | -66.67% |
| 31 Mar, 04 | 10 | 66.67% | 799,374 | -25.08% | 3.85% | 1458.09% | 6 | 50.00% | 3 | 50.00% |
| 31 Dec, 03 | 6 | 100.00% | 1,066,972 | -26.47% | 0.51% | 105.06% | 4 | 300.00% | 2 | - |
| 30 Sep, 03 | 3 | -50.00% | 1,451,025 | -7.70% | 0.70% | 121.64% | 1 | -75.00% | 2 | - |
| 30 Jun, 03 | 6 | 20.00% | 1,572,072 | 17.07% | 0.76% | 182.34% | 4 | 33.33% | - | -100.00% |
| 31 Mar, 03 | 5 | 25.00% | 1,342,898 | 7.48% | 0.64% | 165.61% | 3 | - | 1 | - |
| 31 Dec, 02 | 4 | 33.33% | 1,249,462 | 1197.37% | 0.62% | 29114.47% | 3 | - | 1 | - |
| 30 Sep, 02 | 3 | -40.00% | 96,307 | -87.37% | 0.05% | 33.75% | 3 | - | - | -100.00% |
| 30 Jun, 02 | 5 | - | 762,775 | 0.29% | 0.37% | 271.57% | 3 | -40.00% | 2 | - |
| 31 Mar, 02 | 5 | - | 760,558 | 0.94% | 0.37% | 284.00% | 5 | 150.00% | - | -100.00% |
| 31 Dec, 01 | 5 | -28.57% | 753,468 | -12.09% | 0.36% | 218.69% | 2 | -33.33% | 1 | -50.00% |
| 30 Sep, 01 | 7 | -12.50% | 857,137 | -12.84% | 0.41% | 190.18% | 3 | -57.14% | 2 | 100.00% |
| 30 Jun, 01 | 8 | 33.33% | 983,427 | 19.58% | 0.46% | 316.38% | 7 | 133.33% | 1 | - |
| 31 Mar, 01 | 6 | 20.00% | 822,375 | -3.83% | 0.38% | 239.47% | 3 | 200.00% | 1 | - |
| 31 Dec, 00 | 5 | -16.67% | 855,132 | -14.39% | 0.40% | 184.90% | 1 | - | 1 | -66.67% |
| 30 Sep, 00 | 6 | -14.29% | 998,857 | -6.04% | 0.46% | 193.99% | 1 | -80.00% | 3 | - |
| 30 Jun, 00 | 7 | 40.00% | 1,063,092 | 1246.08% | 0.49% | 36778.08% | 5 | 150.00% | - | -100.00% |
| 31 Mar, 00 | 5 | - | 78,977 | -66.11% | 0.04% | 324.43% | 2 | -50.00% | 1 | - |
| 31 Dec, 99 | 5 | 25.00% | 233,009 | 48.83% | 0.11% | 2086.26% | 4 | 33.33% | - | -100.00% |
| 30 Sep, 99 | 4 | -42.86% | 156,563 | -54.77% | 0.07% | 286.68% | 3 | -25.00% | 1 | -50.00% |
| 30 Jun, 99 | 7 | 16.67% | 346,162 | -18.81% | 0.16% | 417.34% | 4 | -33.33% | 2 | - |
| 31 Mar, 99 | 6 | - | 426,382 | - | 0.19% | - | 6 | - | - | - |
U-Haul Company Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
All Insider Owners Trades
The last insider sell of U-Haul Company's stock was made by Willow Grove Holdings LP on Nov 17 2023, selling 132,500 shares at - per share (valued at -). The last insider buy of UHAL was made by SHOEN MARK V on Nov 17 2023, buying 132,500 shares at $52.43 per share (worth $6.95M).
U-Haul Company Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q4 2023 | 2 | 4 | 50.00% |
| Q2 2023 | 3 | - | - |
| Q1 2023 | 4 | 1 | 400.00% |
| Q4 2022 | 74 | 1 | 7400.00% |
| Q2 2022 | 1 | - | - |
| Q4 2021 | 7 | 6 | 116.67% |
| Q2 2021 | 13 | 2 | 650.00% |
| Q1 2021 | - | 1 | - |
| Q4 2020 | 9 | 1 | 900.00% |
| Q1 2020 | 68 | - | - |
| Q4 2019 | 1 | 1 | 100.00% |
| Q3 2019 | - | 1 | - |
| Q2 2019 | - | 2 | - |
| Q1 2019 | - | 1 | - |
| Q4 2018 | - | 2 | - |
| Q3 2018 | 1 | 2 | 50.00% |
| Q1 2018 | 1 | 1 | 100.00% |
| Q4 2017 | - | 1 | - |
| Q2 2017 | 4 | - | - |
| Q1 2017 | 2 | - | - |
2 total buy trades, and 4 total sell trades (buy/sell ratio of 0.50%) were made by U-Haul Company's insiders, as of Q4 2023.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q4 2023 | 1 | 1 | 100.00% |
| Q2 2023 | 3 | - | - |
| Q1 2023 | 4 | 1 | 400.00% |
| Q4 2022 | 74 | - | - |
| Q2 2022 | 1 | - | - |
| Q4 2021 | 1 | 2 | 50.00% |
| Q2 2021 | 13 | 1 | 1300.00% |
| Q1 2021 | - | 1 | - |
| Q4 2020 | 9 | - | - |
| Q1 2020 | 68 | - | - |
| Q4 2019 | 1 | 1 | 100.00% |
| Q3 2019 | - | 1 | - |
| Q2 2019 | - | 1 | - |
| Q1 2019 | - | 1 | - |
| Q4 2018 | - | 2 | - |
| Q3 2018 | 1 | 2 | 50.00% |
| Q1 2018 | 1 | 1 | 100.00% |
| Q4 2017 | - | 1 | - |
| Q2 2017 | 4 | - | - |
| Q1 2017 | 2 | - | - |
As of Q4 2023, Insider owners conducted 1 open market buy trades and 1 open market sell trades of U-Haul Company's stocks.
U-Haul Company Peer Ownership
UHAL Ownership FAQ
Who Owns U-Haul Company?
U-Haul Company is owned by institutional shareholders (32.54%), insiders (60.91%), and public (6.56%). The largest institutional shareholder of U-Haul Company is VANGUARD GROUP INC (4.72% of total shares) and the top mutual fund owner is FOXBY CORP. (3.24% of total shares).
Who are the major institutional shareholders of U-Haul Company?
U-Haul Company's major institutional shareholders are VANGUARD GROUP INC, YACKTMAN ASSET MANAGEMENT LP, BLACKROCK INC., DIMENSIONAL FUND ADVISORS LP, and ABRAMS CAPITAL MANAGEMENT, L.P.. The top five shareholders own together 14.91% of the company's share outstanding.
How many U-Haul Company shareholders are there?
As of Jun 2024, there are 269 institutional shareholders of U-Haul Company.
What percentage of U-Haul Company is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 9.25M shares of U-Haul Company, representing 4.72% of the company's total shares outstanding, valued at $555.35M (as of Jun 2024).
What percentage of U-Haul Company is owned by YACKTMAN ASSET MANAGEMENT LP?
As of Jun 2024, YACKTMAN ASSET MANAGEMENT LP holds 7.06M shares of U-Haul Company (UHAL), compromising 3.60% of the company, valued at $423.8M.
What percentage of U-Haul Company is owned by BLACKROCK INC?
BLACKROCK INC is the third largest holder of U-Haul Company. The company owns 5.49M of the company's shares outstanding (worth $329.64M).