U-Haul Holding Company Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11/07/2025 | 850.59 K | $48.54 M | -1.35% | 0.43% |
| SOUTHPOINT CAPITAL ADVISORS LP | 11/14/2025 | 600.00 K | $34.24 M | -7.69% | 0.31% |
| SCHARF INVESTMENTS, LLC | 11/13/2025 | 548.12 K | $31.28 M | -62.18% | 0.28% |
| BLACKROCK, INC. | 11/12/2025 | 447.09 K | $25.52 M | -5.69% | 0.23% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 381.11 K | $21.75 M | 21.69% | 0.19% |
| YACKTMAN ASSET MANAGEMENT LP | 11/04/2025 | 330.77 K | $18.88 M | -0.60% | 0.17% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 222.65 K | $12.71 M | -36.24% | 0.11% |
| ESTUARY CAPITAL MANAGEMENT LP | 11/14/2025 | 214.20 K | $12.22 M | 100.00% | 0.11% |
| TWO SIGMA ADVISERS, LP | 11/14/2025 | 189.70 K | $10.83 M | 52.61% | 0.10% |
| FRANKLIN RESOURCES INC | 11/13/2025 | 182.76 K | $5.47 M | 2,458.55% | 0.09% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 174.12 K | $9.94 M | 64.31% | 0.09% |
| ARROWMARK COLORADO HOLDINGS LLC | 11/14/2025 | 157.80 K | $9.01 M | 108.18% | 0.08% |
| OLD WEST INVESTMENT MANAGEMENT, LLC | 11/05/2025 | 152.79 K | $8.72 M | 6.86% | 0.08% |
| MORGAN STANLEY | 11/14/2025 | 148.86 K | $8.50 M | 45.92% | 0.08% |
| PARKWOOD LLC | 11/14/2025 | 135.87 K | $7.75 M | 12.38% | 0.07% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 134.86 K | $7.70 M | -10.71% | 0.07% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 120.77 K | $6.89 M | -5.93% | 0.06% |
| LANDMARK INVESTMENT PARTNERS, L.P. | 11/14/2025 | 114.39 K | $6.53 M | 100.00% | 0.06% |
| QUANTINNO CAPITAL MANAGEMENT LP | 11/14/2025 | 113.08 K | $6.45 M | 84.38% | 0.06% |
| STATE STREET CORP | 11/14/2025 | 105.84 K | $6.04 M | 10.13% | 0.05% |
| D. E. SHAW & CO., INC. | 11/14/2025 | 103.15 K | $5.89 M | 31.37% | 0.05% |
| CITADEL ADVISORS LLC | 11/14/2025 | 101.81 K | $5.81 M | 22.62% | 0.05% |
| TUDOR INVESTMENT CORP ET AL | 12/09/2025 | 95.39 K | $5.44 M | 167.25% | 0.05% |
| HRT FINANCIAL LP | 11/14/2025 | 91.07 K | $5.20 M | 44.03% | 0.05% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2025 | 81.63 K | $4.66 M | -21.14% | 0.04% |
| BRUCE & CO., INC. | 11/13/2025 | 73.90 K | $4.22 M | 0.00% | 0.04% |
| VOYA INVESTMENT MANAGEMENT LLC | 10/09/2025 | 46.82 K | $2.67 M | -19.27% | 0.02% |
| POINT72 ASSET MANAGEMENT, L.P. | 11/14/2025 | 46.22 K | $2.64 M | 64.50% | 0.02% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 45.21 K | $2.58 M | 70.71% | 0.02% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 43.20 K | $2.47 M | 100.00% | 0.02% |
| JANE STREET GROUP, LLC | 11/14/2025 | 42.60 K | $2.43 M | 119.59% | 0.02% |
| ROYAL BANK OF CANADA | 11/14/2025 | 36.69 K | $2.10 M | 3.15% | 0.02% |
| ABRAMS CAPITAL MANAGEMENT, L.P. | 11/07/2025 | 36.40 K | $2.08 M | 0.00% | 0.02% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 11/17/2025 | 35.89 K | $2.05 M | -29.93% | 0.02% |
| DIMENSION CAPITAL MANAGEMENT LLC | 11/14/2025 | 35.02 K | $2.00 M | 100.00% | 0.02% |
| GABELLI FUNDS LLC | 11/12/2025 | 34.17 K | $1.95 M | 0.00% | 0.02% |
| NORTHERN TRUST CORP | 11/14/2025 | 33.43 K | $1.91 M | -4.39% | 0.02% |
| UBS GROUP AG | 11/13/2025 | 33.08 K | $1.89 M | 22.18% | 0.02% |
| CITIGROUP INC | 11/10/2025 | 31.95 K | $1.82 M | -0.51% | 0.02% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 29.78 K | $1.70 M | 60.87% | 0.02% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/13/2025 | 29.58 K | $1.69 M | 88.73% | 0.02% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 11/14/2025 | 29.24 K | $1.67 M | -25.14% | 0.01% |
| GOTHAM ASSET MANAGEMENT, LLC | 11/14/2025 | 28.22 K | $1.61 M | 100.00% | 0.01% |
| BNP PARIBAS ARBITRAGE, SNC | 11/13/2025 | 26.11 K | $1.49 M | 5,327.65% | 0.01% |
| VERITION FUND MANAGEMENT LLC | 11/14/2025 | 21.95 K | $1.25 M | -58.80% | 0.01% |
| SUMMIT TRAIL ADVISORS, LLC | 11/14/2025 | 19.63 K | $1.12 M | 340.29% | 0.01% |
| LANDMARK INVESTMENT PARTNERS, L.P. | 11/14/2025 | 19.50 K | $1.11 M | 100.00% | 0.01% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 11/13/2025 | 19.15 K | $1.09 M | 0.00% | 0.01% |
| NUVEEN, LLC | 11/12/2025 | 18.97 K | $1.08 M | -1.18% | 0.01% |
| TREXQUANT INVESTMENT LP | 11/14/2025 | 18.94 K | $1.08 M | -12.71% | 0.01% |
U-Haul Holding Company institutional Ownership - FAQ's
During the previous two years, 354 institutional investors and hedge funds held shares of U-Haul Holding Company. The most heavily invested institutionals were:
VANGUARD GROUP INC: 850,589
Southpoint Capital Advisors LP: 600,000
SCHARF INVESTMENTS, LLC: 548,115
BlackRock, Inc.: 447,091
DIMENSIONAL FUND ADVISORS LP: 381,109
YACKTMAN ASSET MANAGEMENT LP: 330,774
3.62% of U-Haul Holding Company stock is owned by institutional investors.
Institutional investors have bought a total of 8.93 M shares in the last 24 months. This purchase volume represents approximately $510.34 M in transactions.