U-Haul Holding Company (UHAL) Ownership

62.30 ↓2.22 (-3.44%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of U-Haul Holding Company (UHAL), owning a total of 835 thousand shares. Combined, the top 49 institutional holders of UHAL own 5.35% of the company with a total of 10.2 million shares.

In the latest ownership report on December 31st 2024, the top 49 institutional holders increased their combined ownership of UHAL by 341 thousand shares. 12 institutions bought 674,600 total additional shares and increased their ownership by an average of 51.02%. However 9 institutions sold 333,558 total shares and decreased their ownership by an average of 10.92%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of U-Haul Holding Company increased by a net total of 341,042 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	0.444%	-2.251%	835,322	-19,236	2024-12-31
Southpoint Capital Advisors LP	0.372%	16.667%	700,000	100,000	2024-12-31
Trian Fund Management LP	0.346%	45.019%	652,000	202,405	2024-12-31
Scharf Investments	0.337%	-9.745%	635,399	-68,605	2024-12-31
Smead Capital Management Inc	0.238%	-17.537%	447,967	-95,266	2024-12-31
BlackRock Inc	0.225%	1.123%	423,078	4,700	2024-12-31
NORGES BANK	0.216%	20.103%	406,818	68,095	2024-12-31
Yacktman Asset Management Co	0.198%	-14.474%	372,065	-62,967	2024-12-31
Dimensional Fund Advisors, Inc.	0.174%	-2.388%	327,691	-8,018	2024-12-31
Lord, Abbett & Co LLC	0.159%	33.907%	300,000	75,964	2024-12-31
State Street Corp	0.096%	-7.688%	181,362	-15,105	2024-12-31
Geode Capital Management, LLC	0.085%	-9.535%	160,736	-16,941	2024-12-31
Old West Investment Management, LLC	0.071%	6.026%	133,537	7,590	2024-12-31
Parkwood LLC	0.069%	31.191%	130,744	31,085	2024-12-31
Two Sigma Advisers, LLC	0.063%	263.580%	117,800	85,400	2024-12-31
Two Sigma Investments LLC	0.060%	149.842%	112,976	67,757	2024-12-31
Envestnet Asset Management Inc	0.056%	8.919%	105,357	8,627	2024-12-31
AQR Capital Management LLC	0.054%	0.374%	101,160	377	2024-12-31
Morgan Stanley - Brokerage Accounts	0.050%	-33.032%	93,696	-46,215	2024-12-31
VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.046%	35.492%	86,276	22,600	2024-12-31
Bruce & Co Inc	0.039%	-1.604%	73,900	-1,205	2024-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	0.444%	-2.251%	835,322	-19,236	2024-12-31
Southpoint Capital Advisors LP	0.372%	16.667%	700,000	100,000	2024-12-31
Trian Fund Management LP	0.346%	45.019%	652,000	202,405	2024-12-31
Scharf Investments	0.337%	-9.745%	635,399	-68,605	2024-12-31
Smead Capital Management Inc	0.238%	-17.537%	447,967	-95,266	2024-12-31
BlackRock Inc	0.225%	1.123%	423,078	4,700	2024-12-31
NORGES BANK	0.216%	20.103%	406,818	68,095	2024-12-31
Lazard Asset Management LLC	0.197%	4,316.270%	387,086	378,321	2022-12-31
Yacktman Asset Management Co	0.198%	-14.474%	372,065	-62,967	2024-12-31
Dimensional Fund Advisors, Inc.	0.174%	-2.388%	327,691	-8,018	2024-12-31
Lord, Abbett & Co LLC	0.159%	33.907%	300,000	75,964	2024-12-31
First Trust Advisors L.P.	0.153%	7.580%	299,221	21,083	2023-09-30
Pamet Capital Management, LP	0.147%	-31.943%	277,011	-130,016	2024-03-31
FMR Inc	0.144%	0.211%	270,226	569	2024-03-31
AustralianSuper Pty Ltd	0.128%	779.328%	251,699	223,075	2022-12-31
State Street Corporation	0.119%	2.065%	223,363	4,518	2024-03-31
State Street Corp	0.096%	-7.688%	181,362	-15,105	2024-12-31
Long Pond Capital, LP	0.087%	0.000%	170,148	170,148	2022-12-31
Geode Capital Management, LLC	0.085%	-9.535%	160,736	-16,941	2024-12-31
Artisan Partners Limited Partnership	0.080%	-3.972%	150,152	-6,211	2024-03-31
ING Investment Management LLC	0.075%	6,944.570%	146,034	143,961	2022-12-31
Old West Investment Management, LLC	0.071%	6.026%	133,537	7,590	2024-12-31
Parkwood LLC	0.069%	31.191%	130,744	31,085	2024-12-31
Ameriprise Financial Inc	0.065%	1,551.630%	126,994	119,305	2023-03-31
DZ BANK AG Deutsche Zentral-Genossenschaftsbank Fr	0.061%	104.244%	119,356	60,918	2023-03-31
Two Sigma Advisers, LLC	0.063%	263.580%	117,800	85,400	2024-12-31
Reinhart Mahoney Capital Management Inc	0.058%	-0.935%	114,389	-1,080	2022-09-30
Two Sigma Investments LLC	0.060%	149.842%	112,976	67,757	2024-12-31
Jacobs Levy Equity Management, Inc.	0.057%	-5.266%	107,562	-5,979	2024-06-30
Envestnet Asset Management Inc	0.056%	8.919%	105,357	8,627	2024-12-31
AQR Capital Management LLC	0.054%	0.374%	101,160	377	2024-12-31
Morgan Stanley - Brokerage Accounts	0.050%	-33.032%	93,696	-46,215	2024-12-31
Alyeska Investment Group, L.P.	0.047%	0.000%	92,602	92,602	2023-03-31
Millennium Management LLC	0.049%	0.000%	92,083	92,083	2024-09-30
VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.046%	35.492%	86,276	22,600	2024-12-31
Wellington Management Company LLP	0.046%	0.000%	85,868	0	2024-03-31
Victory Capital Management Inc.	0.044%	106.346%	85,512	44,071	2023-03-31
Charles Schwab Investment Management Inc	0.044%	3.698%	85,469	3,048	2022-12-31
Harspring Capital Management LLC	0.042%	-3.488%	83,000	-3,000	2022-12-31
Marshall Wace Asset Management Ltd	0.044%	-12.364%	82,203	-11,597	2024-06-30
Allspring Global Investments Holdings, LLC	0.039%	-24.922%	77,057	-25,579	2022-06-30
ArrowMark Colorado Holdings, LLC (ArrowMark Partne	0.040%	-37.252%	75,800	-45,000	2024-09-30
Bruce & Co Inc	0.039%	-1.604%	73,900	-1,205	2024-12-31
Tudor Investment Corp Et AL	0.037%	21.110%	72,392	12,618	2023-06-30
Hotchkis & Wiley Capital Management LLC	0.034%	-12.715%	66,666	-9,711	2022-09-30
Northern Trust Corp	0.033%	2.224%	64,986	1,414	2022-09-30
California Public Employees Retrmnt Sys	0.030%	-20.470%	59,281	-15,258	2022-12-31
Scout Investment Advisors Inc	0.027%	46.446%	53,280	16,898	2022-09-30
UBS Asset Mgmt Americas Inc	0.024%	-0.806%	47,884	-389	2022-06-30

Mutual Fund Ownership

Heptagon Yacktman US Equity C USD Acc is the biggest individual fund holder of U-Haul Holding Company (UHAL), owning a total of 506 thousand shares. Combined, the top 56 mutual fund holders of UHAL own 3.52% of the company with a total of 6.8 million shares.

In the latest ownership report on February 28th 2025, the top 56 fund holders increased their combined ownership of UHAL by 93 thousand shares. 5 funds bought 5,095 total additional shares and increased their ownership by an average of 0.59%. However 2 funds sold 97,915 total shares and decreased their ownership by an average of 13.53%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding U-Haul Holding Company decreased by a net total of -92,820 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Smead Value Investor	0.169%	-12.141%	317,880	-43,926	2025-02-28
Smead US Value Composite	0.164%	-14.922%	307,817	-53,989	2025-02-28
Vanguard Total Stock Mkt Idx Inv	0.142%	0.767%	267,470	2,037	2025-02-28
Vanguard Small Cap Index	0.118%	0.085%	222,958	189	2025-02-28
Vanguard Institutional Extnd Mkt Idx Tr	0.079%	0.000%	148,687	0	2025-02-28
Vanguard Small Cap Value Index Inv	0.079%	1.872%	147,904	2,718	2025-02-28
Scharf Quality Value	0.078%	0.083%	145,917	121	2025-02-28
State St Russell Sm/Mid Cp® Indx NL Cl C	0.032%	0.000%	60,761	0	2025-02-28
SPDR® S&P Transportation ETF	0.018%	0.000%	33,599	0	2025-02-28
iShares Russell Mid-Cap ETF	0.014%	0.118%	25,496	30	2025-02-28

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Heptagon Yacktman US Equity C USD Acc	0.258%	-4.423%	505,600	-23,400	2023-09-30
AMG Yacktman I	0.175%	0.000%	330,000	0	2024-12-31
Smead Value Investor	0.169%	-12.141%	317,880	-43,926	2025-02-28
Smead US Value Composite	0.164%	-14.922%	307,817	-53,989	2025-02-28
Lord Abbett Bond-Debenture A	0.150%	0.000%	282,241	0	2024-12-31
Vanguard Instl Ttl Stck Mkt Idx Tr	0.139%	2.128%	271,612	5,660	2023-03-31
Vanguard Total Stock Mkt Idx Inv	0.142%	0.767%	267,470	2,037	2025-02-28
Fidelity VIP Mid Cap Initial	0.114%	0.000%	223,100	0	2024-05-31
Fidelity® VIP Mid Cap Initial	0.114%	0.000%	223,100	0	2023-10-31
VIP Mid Cap Initial	0.114%	0.000%	223,100	0	2023-11-30
Vanguard Small Cap Index	0.118%	0.085%	222,958	189	2025-02-28
Allspring LT Large Cap Fundamental Div	0.103%	6.044%	202,445	11,539	2023-12-31
Hartford MidCap Y	0.097%	-2.201%	190,193	-4,280	2022-10-31
First Trust Large Cap Val AlphaDEX® ETF	0.097%	-1.690%	189,235	-3,252	2023-09-28
SAM All-Weather	0.082%	2.730%	160,146	4,256	2023-09-30
NT Multi-Mgr Cllctv US AC Eq NL Tier J	0.080%	3.705%	156,990	5,608	2023-09-30
iShares MSCI USA Min Vol Factor ETF	0.076%	0.145%	148,870	216	2022-10-31
Vanguard Institutional Extnd Mkt Idx Tr	0.079%	0.000%	148,687	0	2025-02-28
Vanguard Small Cap Value Index Inv	0.079%	1.872%	147,904	2,718	2025-02-28
Scharf Quality Value	0.078%	0.083%	145,917	121	2025-02-28
Fidelity® Small Cap Growth	0.071%	-0.288%	139,120	-402	2023-06-30
Vanguard Extended Market Index Investor	0.071%	0.000%	138,555	0	2023-08-31
Scharf Sustainable Value Composite	0.064%	0.000%	125,032	125,032	2023-05-31
First Trust Large Cap Core AlphaDEX® ETF	0.046%	0.000%	89,949	0	2023-09-28
Old West All Cap Opportunity	0.044%	9.930%	82,291	7,433	2024-12-31
Meridian Contrarian Legacy	0.040%	0.000%	75,800	0	2024-12-31
SPW MM North American Eq X Acc	0.037%	0.000%	73,400	0	2023-01-31
Fidelity® Value	0.035%	3.910%	69,100	2,600	2022-10-31
Bruce	0.036%	0.000%	68,000	0	2024-12-31
First Trust Cnsmr Discret AlphaDEX® ETF	0.033%	-0.757%	64,614	-493	2022-12-29
Carillon Scout Mid Cap I	0.032%	0.000%	63,375	63,375	2023-12-31
Scout Mid Cap Equity	0.032%	0.000%	63,375	63,375	2023-12-31
Artisan Mid Cap Value Investor	0.032%	-8.022%	62,681	-5,467	2024-03-31
Artisan U.S. Mid-Cap Value	0.032%	-8.022%	62,681	-5,467	2024-03-31
MUAM Foreign Equity Index Mother	0.033%	11.695%	62,212	6,514	2024-09-10
State St Russell Sm/Mid Cp® Indx NL Cl C	0.032%	0.000%	60,761	0	2025-02-28
Fidelity® Extended Market Index	0.031%	0.946%	60,384	566	2023-11-30
Fidelity Extended Market Index	0.031%	-6.061%	59,206	-3,820	2025-01-31
AMG Yacktman Focused N	0.031%	0.000%	59,000	0	2024-09-30
Dimensional US Targeted Value ETF	0.027%	0.000%	52,891	0	2022-12-30
GS US Enh Cr Concntr Eq P Dis USD	0.026%	0.000%	50,638	50,638	2022-12-31
First Trust Mid Cap Core AlphaDEX® ETF	0.026%	0.000%	50,005	0	2022-12-29
Yacktman Focused Composite	0.025%	0.000%	49,509	0	2023-01-31
Fidelity Advisor Mid Cap II I	0.023%	0.000%	45,500	0	2024-05-31
Brighthouse/Artisan Mid Cap Value A	0.022%	-4.378%	41,566	-1,903	2024-03-31
SBH All Cap Core (SMA)	0.021%	0.000%	41,267	41,267	2024-03-31
DFA US Large Cap Value I	0.022%	-33.276%	40,508	-20,202	2025-01-31
Fidelity World Value Eq MF	0.021%	-31.581%	40,373	-18,635	2024-01-15
SPDR® S&P Transportation ETF	0.018%	0.000%	33,599	0	2025-02-28
DFA US Core Equity 2 I	0.018%	0.000%	33,051	0	2025-01-31
DFA US Targeted Value I	0.016%	-20.296%	30,714	-7,821	2024-05-31
DFA US Core Equity 1 I	0.016%	0.000%	30,210	0	2025-01-31
iShares Russell Mid-Cap ETF	0.014%	0.118%	25,496	30	2025-02-28
Smead US Value UCITS I USD Acc	0.013%	-11.131%	24,982	-3,129	2024-08-31
Fidelity Mid Cap Index	0.013%	2.025%	24,893	494	2025-01-31
Roosevelt Balanced Portfolio	0.013%	0.000%	24,760	24,760	2024-03-31