Free Trial
→ Henry Kissinger’s warning of Trump (From Porter & Company) (Ad) Free UHAL Stock Alerts

U-Haul (UHAL) Institutional Ownership

U-Haul logo
$71.56 +0.29 (+0.41%)
As of 01/17/2025 03:59 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for U-Haul (NASDAQ:UHAL)

Current
Institutional Ownership
Percentage
3.63%
Number of
Institutional Buyers
(last 12 months)
25
Total
Institutional Inflows
(last 12 months)
$31.62M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$21.31M
Get UHAL Insider Trade Alerts

Want to know when executives and insiders are buying or selling U-Haul stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

UHAL Institutional Buying and Selling by Quarter

U-Haul Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/13/2024Lord Abbett & CO. LLC224,036$17.36M0.1%N/A0.114%
11/15/2024XTX Topco Ltd3,807$295K0.0%-25.8%0.002%
11/15/2024Motley Fool Asset Management LLC2,579$201K0.0%N/A0.001%
11/15/2024Jacobs Levy Equity Management Inc.34,541$2.68M0.0%-67.9%0.018%
11/15/2024ArrowMark Colorado Holdings LLC75,800$5.87M0.1%-37.3%0.039%
11/15/2024Atom Investors LP3,879$301K0.0%N/A0.002%
11/14/2024Verition Fund Management LLC8,371$649K0.0%+93.6%0.004%
11/13/2024BNP Paribas Financial Markets2,370$184K0.0%-16.0%0.001%
11/8/2024Anthracite Investment Company Inc.3,473$269K0.1%N/A0.002%
11/6/2024Intellectus Partners LLC5,340$414K0.1%+5.4%0.003%
11/5/2024GSA Capital Partners LLP18,798$1.46M0.1%-27.1%0.010%
10/30/2024Old West Investment Management LLC125,947$9.76M3.8%+11.7%0.064%
10/29/2024Lodestone Wealth Management LLC4,407$341K0.2%+5.6%0.002%
10/25/2024Childress Capital Advisors LLC5,000$387K0.1%N/A0.003%
10/23/2024Legacy Capital Group California Inc.3,146$244K0.1%N/A0.002%
10/17/2024Redmont Wealth Advisors LLC7,388$572K0.9%-4.8%0.004%
10/7/2024 Lakewood Asset Management LLC3,371$261K0.2%-11.3%0.002%
8/21/2024 Granite Bay Wealth Management LLC4,725$308K0.0%N/A0.002%
8/15/2024Oliver Lagore Vanvalin Investment Group12,459$769K0.2%+23.4%0.006%
8/14/2024Marshall Wace LLP82,203$5.07M0.0%-12.4%0.042%
8/14/2024Applied Fundamental Research LLC61,300$3.78M2.8%+12.9%0.031%
8/9/2024Old West Investment Management LLC112,804$6.96M3.1%+9.5%0.058%
8/1/2024Versor Investments LP10,988$678K0.1%+66.9%0.006%
7/26/2024State of Michigan Retirement System4,054$243K0.0%-11.0%0.002%
7/16/2024 Diversified Trust Co4,025$248K0.0%N/A0.002%
7/15/2024 Granite Bay Wealth Management LLC4,725$308K0.0%N/A0.002%
7/10/2024Redmont Wealth Advisors LLC7,759$479K0.8%-21.5%0.004%
5/16/2024Jacobs Levy Equity Management Inc.113,541$7.67M0.0%-7.8%0.058%
5/16/2024Caxton Associates LP3,045$206K0.0%N/A0.002%
5/13/2024Clearbridge Investments LLC5,300$358K0.0%N/A0.003%
5/8/2024Motley Fool Asset Management LLC12,004$811K0.0%+290.5%0.006%
5/3/2024GSA Capital Partners LLP33,545$2.27M0.2%-3.5%0.017%
5/2/2024Applied Fundamental Research LLC54,279$3.67M2.7%-2.3%0.028%
5/1/2024BNP Paribas Financial Markets11,893$803K0.0%-14.6%0.006%
5/1/2024Applied Fundamental Research LLC54,279$3.99M3.2%-2.3%0.028%
4/30/2024Lodestone Wealth Management LLC4,259$288K0.2%+26.1%0.002%
4/30/2024Harel Insurance Investments & Financial Services Ltd.2,086$141K0.0%-14.4%0.001%
4/22/2024Altfest L J & Co. Inc.3,693$249K0.0%N/A0.002%
4/19/2024Redmont Wealth Advisors LLC9,880$667K0.9%+7.4%0.005%
4/17/2024Cannon Global Investment Management LLC4,900$331K0.9%N/A0.002%
Bitcoin to $200K? (Ad)

Newsweek recently asked several analysts whether they think Bitcoin will hit $200,000 by the end of 2025. Today, he says there's a much smaller crypto – trading for less than $1 – that's likely to deliver way bigger gains than Bitcoin.

This is the #1 crypto you should buy in 2025.
4/15/2024Mcdonald Partners LLC16,125$1.09M0.3%-1.2%0.008%
4/11/2024Opal Wealth Advisors LLC1,771$120K0.0%N/A0.001%
2/16/2024GSA Capital Partners LLP34,773$2.50M0.2%+10.3%0.018%
2/15/2024Parkwood LLC84,410$6.06M0.6%N/A0.043%
2/14/2024Old West Investment Management LLC52,295$3.76M1.9%-70.3%0.027%
2/13/2024Campbell & CO Investment Adviser LLC10,946$786K0.1%+57.6%0.006%
2/9/2024Balboa Wealth Partners2,985$214K0.1%N/A0.002%
2/7/2024BNP Paribas Financial Markets13,927$1M0.0%-10.1%0.007%
2/7/2024Versor Investments LP5,935$426K0.1%-40.9%0.003%
2/5/2024Intellectus Partners LLC5,696$409K0.1%+19.0%0.003%
2/2/2024Motley Fool Asset Management LLC3,074$221K0.0%N/A0.002%
1/31/2024Redmont Wealth Advisors LLC9,195$660K1.0%+12.8%0.005%
1/31/2024Oliver Lagore Vanvalin Investment Group9,002$646K0.2%+6.9%0.005%
1/30/2024Harel Insurance Investments & Financial Services Ltd.2,438$175K0.0%-32.3%0.001%
1/25/2024Lodestone Wealth Management LLC3,378$243K0.1%-20.4%0.002%
1/12/2024SG Americas Securities LLC1,723$124K0.0%-85.5%0.001%
1/11/2024 Lakewood Asset Management LLC3,848$276K0.2%-10.8%0.002%
11/17/2023Jacobs Levy Equity Management Inc.62,108$3.39M0.0%N/A0.032%
11/15/2023GSA Capital Partners LLP31,527$1.72M0.1%+477.2%0.016%
11/14/2023Ancient Art L.P.8,938$468K0.1%-82.6%0.005%
11/13/2023Dark Forest Capital Management LP14,417$787K0.1%-11.2%0.007%
11/13/2023Old West Investment Management LLC176,235$9.62M4.9%+1.0%0.090%
11/9/2023Oliver Lagore Vanvalin Investment Group8,421$460K0.2%+23.8%0.004%
11/8/2023Campbell & CO Investment Adviser LLC6,946$379K0.0%-31.1%0.004%
11/8/2023HighTower Advisors LLC6,515$359K0.0%+15.9%0.003%
11/6/2023Versor Investments LP10,045$548K0.1%+34.1%0.005%
11/3/2023MGO One Seven LLC13,082$714K0.1%+3.1%0.007%
10/30/2023Mcdonald Partners LLC16,325$891K0.3%+7.2%0.008%
10/30/2023Barnett & Company Inc.13,810$754K0.6%N/A0.007%
10/30/2023Harel Insurance Investments & Financial Services Ltd.3,603$197K0.0%-6.4%0.002%
10/27/2023Allspring Global Investments Holdings LLC14,251$778K0.0%-9.0%0.007%
10/25/2023Redmont Wealth Advisors LLC8,151$445K0.8%+5.0%0.004%
10/25/2023Intellectus Partners LLC4,786$261K0.1%+7.3%0.002%
10/24/2023Cambridge Investment Research Advisors Inc.3,786$207K0.0%N/A0.002%
10/20/2023Lodestone Wealth Management LLC4,242$231K0.2%N/A0.002%
10/11/2023 Lakewood Asset Management LLC4,314$235K0.2%-90.4%0.002%
10/10/2023 FNY Investment Advisers LLC3,500$190K0.1%+16.7%0.002%
10/10/2023 First Hawaiian Bank4,682$255K0.0%+12.8%0.002%
8/14/2023Old West Investment Management LLC174,474$9.65M5.1%+31.7%0.089%
8/14/2023WINTON GROUP Ltd10,518$582K0.0%-57.7%0.005%
8/11/2023Cibc World Market Inc.38,626$2.14M0.0%+22.3%0.020%
8/11/2023Campbell & CO Investment Adviser LLC10,076$557K0.1%N/A0.005%
8/9/2023BNP Paribas Arbitrage SNC14,256$789K0.0%-50.2%0.007%
8/7/2023Versor Investments LP7,488$414K0.1%N/A0.004%
8/3/2023Headlands Technologies LLC592$33K0.0%N/A0.000%
7/31/2023Intellectus Partners LLC4,460$247K0.1%N/A0.002%
7/25/2023Raymond James Financial Services Advisors Inc.3,953$219K0.0%-17.0%0.002%
7/20/2023Redmont Wealth Advisors LLC7,760$429K0.7%N/A0.004%
7/17/2023Mcdonald Partners LLC15,225$842K0.3%+201.5%0.008%
7/11/2023 FNY Investment Advisers LLC3,000$165K0.2%N/A0.002%
Bitcoin to $200K? (Ad)

Newsweek recently asked several analysts whether they think Bitcoin will hit $200,000 by the end of 2025. Today, he says there's a much smaller crypto – trading for less than $1 – that's likely to deliver way bigger gains than Bitcoin.

This is the #1 crypto you should buy in 2025.
7/10/2023SG Americas Securities LLC2,521$139K0.0%-56.5%0.001%
7/7/2023 First Hawaiian Bank4,152$230K0.0%N/A0.002%
6/20/2023Oliver Lagore Vanvalin Investment Group3,987$238K0.1%N/A0.002%
5/25/2023Brandywine Global Investment Management LLC12,535$748K0.0%-19.3%0.006%
5/15/2023XTX Topco Ltd9,249$552K0.1%-72.0%0.005%
5/12/2023Bruce & Co. Inc.74,764$4.46M1.2%-0.4%0.038%
5/12/2023HRT Financial LP41,606$2.48M0.0%N/A0.021%
5/12/2023Brandywine Global Investment Management LLC12,535$748K0.0%-19.3%0.006%
5/12/2023Smead Capital Management Inc.578,055$34.48M0.7%-0.2%0.295%
5/12/2023Ethic Inc.7,538$439K0.0%+23.6%0.004%
(Data available from 1/1/2016 forward)

UHAL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UHAL shares?

During the previous two years, 97 institutional investors and hedge funds held shares of U-Haul. The most heavily invested institutionals were Yacktman Asset Management LP ($42.88M), Smead Capital Management Inc. ($34.48M), Dimensional Fund Advisors LP ($27.34M), Abrams Capital Management L.P. ($24.50M), Lord Abbett & CO. LLC ($17.36M), AustralianSuper Pty Ltd ($14.99M), and Artisan Partners Limited Partnership ($10.11M).Learn more on UHAL's institutional investors.

What percentage of U-Haul stock is owned by institutional investors?

3.63% of U-Haul stock is owned by institutional investors. Learn more on UHAL's institutional investor holdings.

Which institutional investors have been buying U-Haul stock?

Of the 74 institutional investors that purchased U-Haul stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Smead Capital Management Inc. ($390.58K), Lord Abbett & CO. LLC ($224.04K), AustralianSuper Pty Ltd ($223.08K), Old West Investment Management LLC ($199.13K), Voya Investment Management LLC ($143.96K), First Trust Advisors LP ($127.51K), and Parkwood LLC ($84.41K).

How much institutional buying is happening at U-Haul?

Institutional investors have bought a total of 2,082,429 shares in the last 24 months. This purchase volume represents approximately $130.01M in transactions.

Which U-Haul major shareholders have been selling company stock?

Of the 43 institutional investors that sold U-Haul stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Old West Investment Management LLC ($123.94K), Jacobs Levy Equity Management Inc. ($82.62K), ArrowMark Colorado Holdings LLC ($45K), Allspring Global Investments Holdings LLC ($42.44K), Ancient Art L.P. ($42.31K), Lakewood Asset Management LLC ($41.44K), and Dimensional Fund Advisors LP ($38.84K).

How much institutional selling is happening at U-Haul?

Institutional investors have sold a total of 671,001 shares in the last 24 months. This volume of shares sold represents approximately $43.67M in transactions.


Related Companies

This page (NASDAQ:UHAL) was last updated on 1/18/2025 by MarketBeat.com Staff
From Our Partners
Last time you’ll see this priced at $1.00
When was the last time you bought something for a buck? I don’t even think you can buy anything at McDonalds f...
StocksToTrade | Sponsored
Do this Before Elon’s Reveal on January 22nd
Elon’s newest tech could pay you an extra $30,000 a year — while you sleep. It’s smaller than a quarter but...
Brownstone Research | Sponsored
Collect $7k per month from Tesla’s SECRET dividend
Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...
Investors Alley | Sponsored
Elon's "Final Move" Could Send This Stock Soaring
Whenever Elon Musk starts a new venture... Early investors get the opportunity to become millionaires... ...
Behind the Markets | Sponsored
The Biggest Money-Making Idea in My 43 Years in the Stock Market
Billionaires and top investors - including the late great Charlie Munger - and many more names you would recog...
The Oxford Club | Sponsored
$2 Trillion Disappears Because of Fed's Secretive New Move
$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...
Stansberry Research | Sponsored
I was wrong. Dead wrong.
Something is stirring deep in Silicon Valley. My team and I have been watching the tech markets closely. ...
Porter & Company | Sponsored
Stunning Trump Exec Order Leaked
This secret document contains stunning details about Donald Trump’s very first order of business… the minute h...
Banyan Hill Publishing | Sponsored