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 | 05/07/2026 | 510.10 K | $24.37 M | 23.93% | 0.26% |
| BLACKROCK, INC. | 05/13/2026 | 474.25 K | $22.66 M | -6.51% | 0.24% |
| 05/15/2026 | 404.70 K | $19.34 M | 100.00% | 0.21% | |
| SOUTHPOINT CAPITAL ADVISORS LP | 05/15/2026 | 362.00 K | $17.30 M | -39.67% | 0.18% |
| 05/08/2026 | 354.60 K | $16.94 M | 100.00% | 0.18% | |
| YACKTMAN ASSET MANAGEMENT LP | 05/01/2026 | 325.37 K | $15.55 M | -0.58% | 0.17% |
| SCHARF INVESTMENTS, LLC | 04/13/2026 | 322.00 K | $15.39 M | -25.33% | 0.16% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 321.29 K | $15.35 M | 2,583.88% | 0.16% |
| D. E. SHAW & CO., INC. | 05/15/2026 | 292.28 K | $13.97 M | 50.87% | 0.15% |
| QUANTINNO CAPITAL MANAGEMENT LP | 05/15/2026 | 244.30 K | $11.67 M | -16.25% | 0.12% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 05/15/2026 | 231.64 K | $11.07 M | 205.92% | 0.12% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 209.28 K | $10.00 M | 22.55% | 0.11% |
| ARROWMARK COLORADO HOLDINGS LLC | 05/15/2026 | 183.80 K | $8.78 M | -15.61% | 0.09% |
| MORGAN STANLEY | 05/15/2026 | 179.55 K | $8.58 M | -6.23% | 0.09% |
| STATE STREET CORP | 05/15/2026 | 176.51 K | $8.43 M | 25.58% | 0.09% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 148.98 K | $7.12 M | 16.44% | 0.08% |
| MARSHALL WACE, LLP | 05/15/2026 | 137.55 K | $6.57 M | 100.00% | 0.07% |
| UBS GROUP AG | 05/05/2026 | 113.69 K | $5.43 M | 120.58% | 0.06% |
| HRT FINANCIAL LP | 05/14/2026 | 110.64 K | $5.29 M | 45.25% | 0.06% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 108.75 K | $5.20 M | 58.91% | 0.06% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 93.37 K | $4.46 M | 3.09% | 0.05% |
| LIGHTHOUSE INVESTMENT PARTNERS, LLC | 05/14/2026 | 88.54 K | $4.23 M | 100.00% | 0.05% |
| 05/15/2026 | 84.42 K | $4.03 M | -17.88% | 0.04% | |
| OLD WEST INVESTMENT MANAGEMENT, LLC | 05/12/2026 | 79.32 K | $3.79 M | -48.28% | 0.04% |
| ORVIETO PARTNERS, L.P. | 05/14/2026 | 79.20 K | $3.78 M | -37.64% | 0.04% |
| VANGUARD ASSET MANAGEMENT, LTD | 05/08/2026 | 78.23 K | $3.74 M | 100.00% | 0.04% |
| BRUCE & CO., INC. | 05/14/2026 | 73.90 K | $3.53 M | 0.00% | 0.04% |
| CITADEL ADVISORS LLC | 05/15/2026 | 67.75 K | $3.24 M | 519.65% | 0.03% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 59.75 K | $2.86 M | 100.00% | 0.03% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 52.69 K | $2.52 M | -11.87% | 0.03% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 51.40 K | $2.46 M | 32.05% | 0.03% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 47.56 K | $2.23 M | -34.61% | 0.02% |
| WALLACE CAPITAL MANAGEMENT INC. | 05/15/2026 | 46.65 K | $2.23 M | 100.00% | 0.02% |
| SCHONFELD STRATEGIC ADVISORS LLC | 05/15/2026 | 46.11 K | $2.20 M | -22.05% | 0.02% |
| NORTHERN TRUST CORP | 05/14/2026 | 45.53 K | $2.18 M | -32.61% | 0.02% |
| GOTHAM ASSET MANAGEMENT, LLC | 05/15/2026 | 43.49 K | $2.08 M | 28.15% | 0.02% |
| TREXQUANT INVESTMENT LP | 05/15/2026 | 41.40 K | $1.98 M | -31.62% | 0.02% |
| ETHIC INC. | 04/27/2026 | 40.38 K | $1.82 M | 100.00% | 0.02% |
| VIRTU FINANCIAL LLC | 05/14/2026 | 38.01 K | $1.82 M | 11.28% | 0.02% |
| ABRAMS CAPITAL MANAGEMENT, L.P. | 05/14/2026 | 36.40 K | $1.74 M | 0.00% | 0.02% |
| OCCUDO QUANTITATIVE STRATEGIES LP | 05/15/2026 | 34.48 K | $1.77 M | 27.72% | 0.02% |
| ROYAL BANK OF CANADA | 05/15/2026 | 34.26 K | $1.64 M | -5.21% | 0.02% |
| RUSSELL INVESTMENTS GROUP, LTD. | 05/08/2026 | 33.54 K | $1.60 M | 830.58% | 0.02% |
| JANE STREET GROUP, LLC | 05/12/2026 | 30.77 K | $1.47 M | 100.00% | 0.02% |
| 05/15/2026 | 29.92 K | $1.43 M | 141.72% | 0.02% | |
| SUMMIT TRAIL ADVISORS, LLC | 05/12/2026 | 29.92 K | $1.43 M | 64.14% | 0.02% |
| POINT72 ASSET MANAGEMENT, L.P. | 05/15/2026 | 27.62 K | $1.32 M | 100.00% | 0.01% |
| SEI INVESTMENTS CO | 05/13/2026 | 26.91 K | $1.29 M | 520.93% | 0.01% |
| CITIGROUP INC | 05/11/2026 | 25.80 K | $1.23 M | -12.20% | 0.01% |
| NUVEEN, LLC | 04/30/2026 | 22.48 K | $1.07 M | 0.55% | 0.01% |
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U-Haul Holding Company institutional Ownership - FAQ's
During the previous two years, 348 institutional investors and hedge funds held shares of U-Haul Holding Company. The most heavily invested institutionals were:
DIMENSIONAL FUND ADVISORS LP: 510,097
BlackRock, Inc.: 474,247
Southpoint Capital Advisors LP: 362,000
YACKTMAN ASSET MANAGEMENT LP: 325,369
SCHARF INVESTMENTS, LLC: 322,002
MILLENNIUM MANAGEMENT LLC: 321,287
3.72% of U-Haul Holding Company stock is owned by institutional investors.
Institutional investors have bought a total of 9.33 M shares in the last 24 months. This purchase volume represents approximately $452.64 M in transactions.