U-Haul Holding Company Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 664.39 K | $43.48 M | 30.25% | 0.34% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 583.93 K | $38.21 M | 179.01% | 0.30% |
| NORGES BANK | 08/12/2026 | 546.48 K | $35.76 M | 100.00% | 0.28% |
| D. E. SHAW & CO., INC. | 08/14/2026 | 489.82 K | $32.05 M | 67.59% | 0.25% |
| BLACKROCK, INC. | 08/07/2026 | 478.75 K | $31.33 M | 0.95% | 0.24% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 425.55 K | $27.85 M | 5.15% | 0.22% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 415.46 K | $27.19 M | 29.31% | 0.21% |
| SCHARF INVESTMENTS, LLC | 07/13/2026 | 412.08 K | $26.97 M | 27.97% | 0.21% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 360.57 K | $23.60 M | 1.68% | 0.18% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 08/14/2026 | 351.02 K | $22.97 M | 51.54% | 0.18% |
| QUANTINNO CAPITAL MANAGEMENT LP | 08/13/2026 | 327.78 K | $21.45 M | 34.17% | 0.17% |
| YACKTMAN ASSET MANAGEMENT LP | 08/11/2026 | 325.38 K | $21.29 M | 0.00% | 0.17% |
| GOTHAM ASSET MANAGEMENT, LLC | 08/14/2026 | 221.82 K | $14.52 M | 410.08% | 0.11% |
| STATE STREET CORP | 08/07/2026 | 206.09 K | $13.49 M | 16.75% | 0.11% |
| TREXQUANT INVESTMENT LP | 08/14/2026 | 205.09 K | $13.42 M | 395.45% | 0.10% |
| CITADEL ADVISORS LLC | 09/02/2026 | 162.16 K | $10.61 M | 139.36% | 0.08% |
| HRT FINANCIAL LP | 08/14/2026 | 159.88 K | $10.46 M | 44.50% | 0.08% |
| ARROWMARK COLORADO HOLDINGS LLC | 08/13/2026 | 155.00 K | $10.14 M | -15.67% | 0.08% |
| MORGAN STANLEY | 08/13/2026 | 133.19 K | $8.72 M | -25.82% | 0.07% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 128.22 K | $8.39 M | -13.94% | 0.07% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 103.05 K | $6.74 M | 95.58% | 0.05% |
| UBS GROUP AG | 08/13/2026 | 99.91 K | $6.54 M | -12.12% | 0.05% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/06/2026 | 84.52 K | $5.53 M | 152.02% | 0.04% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 08/13/2026 | 81.23 K | $5.32 M | 100.00% | 0.04% |
| POINT72 ASSET MANAGEMENT, L.P. | 08/14/2026 | 77.15 K | $5.05 M | 179.34% | 0.04% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 73.12 K | $4.78 M | -21.68% | 0.04% |
| BRUCE & CO., INC. | 08/14/2026 | 72.60 K | $4.75 M | -1.76% | 0.04% |
| NUVEEN, LLC | 08/11/2026 | 68.53 K | $4.48 M | 204.91% | 0.03% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/13/2026 | 61.24 K | $4.01 M | 100.00% | 0.03% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 59.21 K | $3.87 M | -0.92% | 0.03% |
| ALGERT GLOBAL LLC | 08/13/2026 | 53.16 K | $3.48 M | 100.00% | 0.03% |
| OCCUDO QUANTITATIVE STRATEGIES LP | 08/13/2026 | 52.99 K | $3.47 M | 53.70% | 0.03% |
| ORVIETO PARTNERS, L.P. | 08/13/2026 | 51.42 K | $3.36 M | -35.08% | 0.03% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 46.53 K | $3.04 M | -9.48% | 0.02% |
| NORTHERN TRUST CORP | 08/13/2026 | 46.20 K | $3.02 M | 1.48% | 0.02% |
| WALLACE CAPITAL MANAGEMENT INC. | 08/14/2026 | 45.17 K | $2.96 M | -3.16% | 0.02% |
| BNP PARIBAS ARBITRAGE, SNC | 08/13/2026 | 43.59 K | $2.85 M | 711.28% | 0.02% |
| BARCLAYS PLC | 08/14/2026 | 42.94 K | $2.81 M | 372.00% | 0.02% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 42.30 K | $2.77 M | -11.05% | 0.02% |
| IEQ CAPITAL, LLC | 08/11/2026 | 40.21 K | $2.63 M | 193.13% | 0.02% |
| BALYASNY ASSET MANAGEMENT L.P. | 08/14/2026 | 38.96 K | $2.55 M | 100.00% | 0.02% |
| JANE STREET GROUP, LLC | 08/14/2026 | 38.04 K | $2.49 M | 23.62% | 0.02% |
| SCHONFELD STRATEGIC ADVISORS LLC | 08/14/2026 | 36.93 K | $2.42 M | -19.90% | 0.02% |
| ABRAMS CAPITAL MANAGEMENT, L.P. | 08/13/2026 | 36.40 K | $2.38 M | 0.00% | 0.02% |
| XTX TOPCO LTD | 08/14/2026 | 35.02 K | $2.29 M | 98.63% | 0.02% |
| ROYAL BANK OF CANADA | 08/14/2026 | 31.58 K | $2.07 M | -7.83% | 0.02% |
| TUDOR INVESTMENT CORP ET AL | 08/14/2026 | 31.10 K | $2.03 M | 55.49% | 0.02% |
| MARSHALL WACE, LLP | 08/13/2026 | 30.61 K | $2.00 M | -77.75% | 0.02% |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 08/14/2026 | 29.56 K | $1.93 M | 419.49% | 0.02% |
| LIGHTHOUSE INVESTMENT PARTNERS, LLC | 08/14/2026 | 27.54 K | $1.80 M | -68.89% | 0.01% |
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U-Haul Holding Company institutional Ownership - FAQ's
During the previous two years, 381 institutional investors and hedge funds held shares of U-Haul Holding Company. The most heavily invested institutionals were:
DIMENSIONAL FUND ADVISORS LP: 664,394
TWO SIGMA INVESTMENTS, LP: 583,933
NORGES BANK: 546,476
D. E. Shaw & Co., Inc.: 489,815
BlackRock, Inc.: 478,754
VANGUARD CAPITAL MANAGEMENT LLC: 425,551
4.62% of U-Haul Holding Company stock is owned by institutional investors.
Institutional investors have bought a total of 11.42 M shares in the last 24 months. This purchase volume represents approximately $553.98 M in transactions.