U-Haul Holding Company Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 02/11/2025 | 835,322 | $57.71 M | -2.25% | 0.43% |
| SOUTHPOINT CAPITAL ADVISORS LP | 02/14/2025 | 700,000 | $48.36 M | 16.67% | 0.36% |
| TRIAN FUND MANAGEMENT, L.P. | 02/14/2025 | 652,000 | $45.05 M | 45.02% | 0.33% |
| SCHARF INVESTMENTS, LLC | 01/24/2025 | 635,399 | $43.90 M | -9.75% | 0.32% |
| SMEAD CAPITAL MANAGEMENT, INC. | 02/12/2025 | 447,967 | $30.95 M | -17.54% | 0.23% |
| BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 423,078 | $29.23 M | 1.12% | 0.22% |
| NORGES BANK | 02/12/2025 | 406,818 | $28.11 M | 100.00% | 0.21% |
| YACKTMAN ASSET MANAGEMENT LP | 01/29/2025 | 372,065 | $25.71 M | -14.47% | 0.19% |
| DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 327,691 | $22.64 M | -2.39% | 0.17% |
| LORD, ABBETT & CO. LLC | 02/14/2025 | 300,000 | $20.73 M | 33.91% | 0.15% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 160,736 | $11.11 M | -9.53% | 0.08% |
| OLD WEST INVESTMENT MANAGEMENT, LLC | 02/13/2025 | 133,537 | $9.23 M | 6.03% | 0.07% |
| PARKWOOD LLC | 02/14/2025 | 130,744 | $9.03 M | 31.19% | 0.07% |
| TWO SIGMA ADVISERS, LP | 02/14/2025 | 117,800 | $8.14 M | 263.58% | 0.06% |
| TWO SIGMA INVESTMENTS, LP | 02/14/2025 | 112,976 | $7.81 M | 149.84% | 0.06% |
| ENVESTNET ASSET MANAGEMENT INC | 02/13/2025 | 105,357 | $7.28 M | 8.92% | 0.05% |
| AQR CAPITAL MANAGEMENT LLC | 02/14/2025 | 101,160 | $6.97 M | 0.37% | 0.05% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 02/14/2025 | 86,276 | $5.96 M | 35.49% | 0.04% |
| ARROWMARK COLORADO HOLDINGS LLC | 02/14/2025 | 75,800 | $5.24 M | 0.00% | 0.04% |
| BRUCE & CO., INC. | 02/11/2025 | 73,900 | $5.11 M | -1.60% | 0.04% |
| PROFICIO CAPITAL PARTNERS LLC | 02/05/2025 | 57,137 | $57,137 | 100.00% | 0.03% |
| D. E. SHAW & CO., INC. | 02/14/2025 | 47,557 | $3.29 M | 268.74% | 0.02% |
| VERITION FUND MANAGEMENT LLC | 02/14/2025 | 41,317 | $2.85 M | 393.57% | 0.02% |
| UBS GROUP AG | 02/14/2025 | 37,769 | $2.61 M | 854.24% | 0.02% |
| ABRAMS CAPITAL MANAGEMENT, L.P. | 02/07/2025 | 36,401 | $2.51 M | 0.00% | 0.02% |
| CITIGROUP INC | 02/12/2025 | 33,329 | $2.30 M | 12.93% | 0.02% |
| QUANTINNO CAPITAL MANAGEMENT LP | 02/14/2025 | 31,107 | $2.15 M | 204.14% | 0.02% |
| GABELLI FUNDS LLC | 02/13/2025 | 30,600 | $2.11 M | 337.14% | 0.02% |
| VOYA INVESTMENT MANAGEMENT LLC | 02/14/2025 | 29,443 | $2.03 M | 120.05% | 0.02% |
| MARSHALL WACE, LLP | 02/13/2025 | 25,754 | $1.78 M | -45.36% | 0.01% |
| TREASURER OF THE STATE OF NORTH CAROLINA | 02/13/2025 | 25,228 | $1.74 M | 79.18% | 0.01% |
| APPLIED FUNDAMENTAL RESEARCH, LLC | 02/10/2025 | 25,087 | $1.73 M | -59.08% | 0.01% |
| VISION CAPITAL MANAGEMENT, INC. | 01/27/2025 | 24,698 | $1.71 M | -2.86% | 0.01% |
| BANK OF NEW YORK MELLON CORP | 02/04/2025 | 22,807 | $1.58 M | 0.79% | 0.01% |
| WELLS FARGO & COMPANY/MN | 02/13/2025 | 18,592 | $1.28 M | -0.90% | 0.01% |
| RENAISSANCE TECHNOLOGIES LLC | 02/13/2025 | 16,966 | $1.17 M | 279.89% | 0.01% |
| NUVEEN ASSET MANAGEMENT, LLC | 02/14/2025 | 16,955 | $1.17 M | -39.95% | 0.01% |
| GSA CAPITAL PARTNERS LLP | 02/07/2025 | 14,948 | $1.03 M | -20.48% | 0.01% |
| MCDONALD PARTNERS LLC | 01/31/2025 | 14,800 | $1.02 M | -1.99% | 0.01% |
| BARNETT & COMPANY, INC. | 02/11/2025 | 14,050 | $970,715 | 0.00% | 0.01% |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 02/10/2025 | 13,393 | $925,322 | 46.16% | 0.01% |
| HRT FINANCIAL LP | 02/14/2025 | 13,236 | $914,000 | -4.86% | 0.01% |
| ROYAL BANK OF CANADA | 02/14/2025 | 13,215 | $913,000 | 41.96% | 0.01% |
| MGO ONE SEVEN LLC | 02/14/2025 | 12,735 | $879,862 | 15.20% | 0.01% |
| KERRISDALE ADVISERS, LLC | 02/14/2025 | 12,714 | $878,410 | 0.00% | 0.01% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 11,800 | $815,262 | -44.86% | 0.01% |
| AMERIPRISE FINANCIAL INC | 02/14/2025 | 11,402 | $787,778 | -4.38% | 0.01% |
| NEW YORK STATE COMMON RETIREMENT FUND | 01/31/2025 | 11,366 | $785,000 | 0.00% | 0.01% |
| AQUATIC CAPITAL MANAGEMENT LLC | 02/14/2025 | 11,284 | $779,612 | 35.95% | 0.01% |
| 02/14/2025 | 11,000 | $759,990 | 100.00% | 0.01% |
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U-Haul Holding Company institutional Ownership - FAQ's
During the previous two years, 314 institutional investors and hedge funds held shares of U-Haul Holding Company. The most heavily invested institutionals were:
VANGUARD GROUP INC: 835,322
Southpoint Capital Advisors LP: 700,000
TRIAN FUND MANAGEMENT, L.P.: 652,000
SCHARF INVESTMENTS, LLC: 635,399
Smead Capital Management, Inc.: 447,967
BlackRock Funding, Inc. /DE: 423,078
3.90% of U-Haul Holding Company stock is owned by institutional investors.
Institutional investors have bought a total of 8.60 M shares in the last 24 months. This purchase volume represents approximately $598.44 M in transactions.