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U-Haul (UHAL) Institutional Ownership

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$57.16 +0.07 (+0.13%)
Closing price 09/3/2025 03:59 PM Eastern
Extended Trading
$57.18 +0.01 (+0.02%)
As of 09/3/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for U-Haul (NASDAQ:UHAL)

Current
Institutional Ownership
Percentage
3.63%
Number of
Institutional Buyers
(last 12 months)
31
Total
Institutional Inflows
(last 12 months)
$49.76M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$12.82M
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UHAL Institutional Buying and Selling by Quarter

U-Haul Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/27/2025 Squarepoint Ops LLC10,801$654K0.0%N/A0.006%
8/14/2025 Parkwood LLC120,908$7.32M0.6%+2.0%0.062%
8/8/2025 Old West Investment Management LLC142,984$8.66M2.9%+5.5%0.073%
8/5/2025 Versor Investments LP13,865$840K0.1%+116.6%0.007%
7/22/2025 Belpointe Asset Management LLC6,189$375K0.0%+15.8%0.003%
7/21/2025 Ameritas Advisory Services LLC550$33K0.0%N/A0.000%
7/10/2025 Oliver Lagore Vanvalin Investment Group10,324$675K0.2%N/A0.005%
5/20/2025 Belpointe Asset Management LLC5,344$349K0.0%+29.4%0.003%
5/16/2025 Parkwood LLC118,546$7.75M0.7%-9.3%0.060%
5/16/2025 Jacobs Levy Equity Management Inc.30,277$1.98M0.0%-4.9%0.015%
5/15/2025 State of Wyoming4,818$315K0.0%N/A0.002%
5/15/2025 Trexquant Investment LP16,154$1.06M0.0%N/A0.008%
5/15/2025 Landscape Capital Management L.L.C.26,767$1.75M0.2%N/A0.014%
5/14/2025 Gabelli Funds LLC34,167$2.23M0.0%+11.7%0.017%
5/14/2025 Old West Investment Management LLC135,509$8.86M3.2%+1.5%0.069%
5/13/2025 Versor Investments LP6,400$418K0.1%+100.0%0.003%
5/12/2025 Barnett & Company Inc.12,850$840K0.7%-8.5%0.007%
5/12/2025 Virtu Financial LLC12,610$824K0.0%N/A0.006%
5/9/2025 Legacy Capital Group California Inc.3,795$248K0.1%+12.2%0.002%
4/29/2025 Harel Insurance Investments & Financial Services Ltd.1,179$77K0.0%-17.4%0.001%
4/28/2025Redmont Wealth Advisors LLC4,864$318K0.6%-34.2%0.002%
4/16/2025 Opal Wealth Advisors LLC1,607$105K0.0%N/A0.001%
2/17/2025 Voloridge Investment Management LLC86,276$5.96M0.0%-6.8%0.044%
2/17/2025 Two Sigma Advisers LP117,800$8.14M0.0%+263.6%0.060%
2/17/2025 Two Sigma Investments LP112,976$7.81M0.0%+149.8%0.058%
2/17/2025 Quadcap Wealth Management LLC3,867$267K0.0%-7.0%0.002%
2/17/2025 Parkwood LLC130,744$9.03M1.0%+31.2%0.067%
2/17/2025 Occudo Quantitative Strategies LP4,851$335K0.1%-69.7%0.002%
2/17/2025 Jacobs Levy Equity Management Inc.31,830$2.20M0.0%-7.8%0.016%
2/14/2025 Schonfeld Strategic Advisors LLC6,300$435K0.0%-34.2%0.003%
2/14/2025 Aquatic Capital Management LLC11,284$780K0.0%+36.0%0.006%
2/14/2025 Lord Abbett & CO. LLC300,000$20.73M0.1%+33.9%0.153%
2/14/2025 MGO One Seven LLC12,735$880K0.0%+15.2%0.006%
2/13/2025 Farringdon Capital Ltd.4,823$333K0.1%N/A0.002%
2/13/2025 Gabelli Funds LLC30,600$2.11M0.0%+337.1%0.016%
2/13/2025 Belpointe Asset Management LLC4,130$293K0.0%-10.5%0.002%
2/13/2025 Aster Capital Management DIFC Ltd2,990$207K0.1%+5.0%0.002%
2/13/2025 Old West Investment Management LLC133,537$9.23M3.7%+6.0%0.068%
2/11/2025 Semanteon Capital Management LP9,326$644K0.3%N/A0.005%
2/7/2025 Investors Research Corp500$35K0.0%-50.0%0.000%
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2/5/2025 Versor Investments LP3,200$221K0.0%N/A0.002%
2/3/2025 Legacy Capital Group California Inc.3,383$234K0.1%+7.5%0.002%
1/31/2025 Mcdonald Partners LLC14,800$1.02M0.3%-2.0%0.008%
1/30/2025 Asset Planning Inc7,100$491K0.4%N/A0.004%
1/24/2025 Childress Capital Advisors LLC6,000$415K0.1%+20.0%0.003%
1/24/2025 Optas LLC3,174$219K0.0%N/A0.002%
1/21/2025 Harel Insurance Investments & Financial Services Ltd.1,428$99K0.0%-24.8%0.001%
12/13/2024 Lord Abbett & CO. LLC224,036$17.36M0.1%N/A0.114%
11/15/2024 XTX Topco Ltd3,807$295K0.0%-25.8%0.002%
11/15/2024 Motley Fool Asset Management LLC2,579$201K0.0%N/A0.001%
11/15/2024 Jacobs Levy Equity Management Inc.34,541$2.68M0.0%-67.9%0.018%
11/15/2024 ArrowMark Colorado Holdings LLC75,800$5.87M0.1%-37.3%0.039%
11/15/2024 Atom Investors LP3,879$301K0.0%N/A0.002%
11/14/2024 Verition Fund Management LLC8,371$649K0.0%+93.6%0.004%
11/13/2024 BNP Paribas Financial Markets2,370$184K0.0%-16.0%0.001%
11/8/2024 Anthracite Investment Company Inc.3,473$269K0.1%N/A0.002%
11/6/2024 Intellectus Partners LLC5,340$414K0.1%+5.4%0.003%
11/5/2024 GSA Capital Partners LLP18,798$1.46M0.1%-27.1%0.010%
10/30/2024 Old West Investment Management LLC125,947$9.76M3.8%+11.7%0.064%
10/29/2024 Lodestone Wealth Management LLC4,407$341K0.2%+5.6%0.002%
10/25/2024 Childress Capital Advisors LLC5,000$387K0.1%N/A0.003%
10/23/2024 Legacy 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%
8/15/2024 Oliver Lagore Vanvalin Investment Group12,459$769K0.2%+23.4%0.006%
8/14/2024 Marshall Wace LLP82,203$5.07M0.0%-12.4%0.042%
8/14/2024 Applied Fundamental Research LLC61,300$3.78M2.8%+12.9%0.031%
8/9/2024 Old West Investment Management LLC112,804$6.96M3.1%+9.5%0.058%
8/1/2024 Versor Investments LP10,988$678K0.1%+66.9%0.006%
7/26/2024 State 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%
5/16/2024 Jacobs Levy Equity Management Inc.113,541$7.67M0.0%-7.8%0.058%
5/16/2024Caxton Associates LP3,045$206K0.0%N/A0.002%
5/13/2024 Clearbridge Investments LLC5,300$358K0.0%N/A0.003%
5/8/2024 Motley Fool Asset Management LLC12,004$811K0.0%+290.5%0.006%
5/3/2024 GSA Capital Partners LLP33,545$2.27M0.2%-3.5%0.017%
5/2/2024 Applied Fundamental Research LLC54,279$3.67M2.7%-2.3%0.028%
5/1/2024 BNP Paribas Financial Markets11,893$803K0.0%-14.6%0.006%
5/1/2024 Applied Fundamental Research LLC54,279$3.99M3.2%-2.3%0.028%
4/30/2024 Lodestone Wealth Management LLC4,259$288K0.2%+26.1%0.002%
4/30/2024 Harel Insurance Investments & Financial Services Ltd.2,086$141K0.0%-14.4%0.001%
4/22/2024 Altfest L J & Co. Inc.3,693$249K0.0%N/A0.002%
4/19/2024Redmont Wealth Advisors LLC9,880$667K0.9%+7.4%0.005%
4/17/2024 Cannon Global Investment Management LLC4,900$331K0.9%N/A0.002%
4/15/2024 Mcdonald Partners LLC16,125$1.09M0.3%-1.2%0.008%
4/11/2024 Opal Wealth Advisors LLC1,771$120K0.0%N/A0.001%
2/16/2024 GSA Capital Partners LLP34,773$2.50M0.2%+10.3%0.018%
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2/15/2024 Parkwood LLC84,410$6.06M0.6%N/A0.043%
2/14/2024 Old West Investment Management LLC52,295$3.76M1.9%-70.3%0.027%
2/13/2024 Campbell & CO Investment Adviser LLC10,946$786K0.1%+57.6%0.006%
2/9/2024 Balboa Wealth Partners2,985$214K0.1%N/A0.002%
2/7/2024 BNP Paribas Financial Markets13,927$1M0.0%-10.1%0.007%
2/7/2024 Versor Investments LP5,935$426K0.1%-40.9%0.003%
2/5/2024 Intellectus Partners LLC5,696$409K0.1%+19.0%0.003%
2/2/2024 Motley Fool Asset Management LLC3,074$221K0.0%N/A0.002%
1/31/2024Redmont Wealth Advisors LLC9,195$660K1.0%+12.8%0.005%
1/31/2024 Oliver Lagore Vanvalin Investment Group9,002$646K0.2%+6.9%0.005%
(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, 65 institutional investors and hedge funds held shares of U-Haul. The most heavily invested institutionals were Lord Abbett & CO. LLC ($20.73M), Old West Investment Management LLC ($8.66M), Two Sigma Advisers LP ($8.14M), Two Sigma Investments LP ($7.81M), Parkwood LLC ($7.32M), Voloridge Investment Management LLC ($5.96M), and ArrowMark Colorado Holdings LLC ($5.87M).Learn more on U-Haul's institutional investors.

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

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

Which institutional investors have been buying U-Haul's stock?

Of the 49 institutional investors that purchased U-Haul's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Lord Abbett & CO. LLC ($300K), Parkwood LLC ($117.86K), Two Sigma Advisers LP ($85.40K), Two Sigma Investments LP ($67.76K), Jacobs Levy Equity Management Inc. ($62.11K), Old West Investment Management LLC ($41.69K), and GSA Capital Partners LLP ($29.31K).

How much institutional buying is happening at U-Haul?

Institutional investors have bought a total of 697,016 shares in the last 24 months. This purchase volume represents approximately $49.76M in transactions.

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

Of the 17 institutional investors that sold U-Haul's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jacobs Levy Equity Management Inc. ($77.29K), ArrowMark Colorado Holdings LLC ($45K), Parkwood LLC ($12.20K), Occudo Quantitative Strategies LP ($11.14K), GSA Capital Partners LLP ($7.00K), Voloridge Investment Management LLC ($6.27K), and Schonfeld Strategic Advisors LLC ($3.27K).

How much institutional selling is happening at U-Haul?

Institutional investors have sold a total of 170,763 shares in the last 24 months. This volume of shares sold represents approximately $12.82M in transactions.


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This page (NASDAQ:UHAL) was last updated on 9/4/2025 by MarketBeat.com Staff
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