U-Haul Ownership | Who Owns U-Haul?

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U-Haul Ownership Summary

U-Haul is owned by 0.93% institutional investors, 60.42% insiders, and 38.65% retail investors. Blackrock is the largest institutional shareholder, holding 2.80% of UHAL shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 0.18% of its assets in U-Haul shares.

UHAL Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	U-Haul	0.93%	60.42%	38.65%
Sector	Industrials Stocks	47.66%	12.52%	39.82%
Industry	Rental & Leasing Service Stocks	43.65%	12.79%	43.56%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	5.49M	2.80%	$329.64M
Wellington management group llp	2.07M	1.05%	$124.01M
Vanguard group	867.15K	0.44%	$43.71M
Charles schwab investment management	643.29K	0.33%	$38.61M
Southpoint capital advisors lp	600.00K	0.31%	$34.24M
Norges bank	546.48K	0.28%	$27.55M
Blackrock funding, inc. /de	507.27K	0.26%	$25.57M
Scharf investments	431.25K	0.22%	$21.74M
Dimensional fund advisors lp	411.61K	0.21%	$20.75M
Yacktman asset management lp	327.28K	0.17%	$16.50M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Orvieto partners	127.00K	5.18%	$6.40M
Estuary capital management lp	214.20K	2.17%	$12.22M
Old west investment management	152.79K	2.00%	$8.72M
Landmark investment partners	114.39K	1.99%	$6.53M
Bruce	73.90K	1.31%	$4.22M
Southpoint capital advisors lp	600.00K	0.90%	$34.24M
Corton capital	5.56K	0.78%	$317.19K
Parkwood	135.87K	0.71%	$7.75M
Scharf investments	431.25K	0.58%	$21.74M
Kerrisdale advisers	12.71K	0.38%	$725.59K

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	546.48K	0.00%	546.48K
Estuary capital management lp	214.20K	2.17%	214.20K
Orvieto partners	127.00K	5.18%	119.00K
Landmark investment partners	114.39K	1.99%	114.39K
Arrowmark colorado	157.80K	0.17%	82.00K

Top Sellers

Holder	Shares	% Assets	Change
Trian fund management	-	-	-353.33K
Lord, abbett	-	-	-300.00K
Wellington management group llp	2.07M	0.02%	-281.48K
Smead capital management	-	-	-209.65K
Franklin resources	-	-	-182.76K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	546.48K	0.00%	546.48K	$27.55M
Estuary capital management lp	214.20K	2.17%	214.20K	$12.22M
Landmark investment partners	114.39K	1.99%	114.39K	$6.53M
Dimension capital management	35.02K	0.29%	35.02K	$2.00M
Ieq capital	22.11K	0.00%	22.11K	$1.11M

Sold Out

Holder	Change
Rialto wealth management	-1.00
Tfo-tdc	-2.00
Financial gravity asset management	-2.00
Cullen/frost bankers	-2.00
Claris advisors, llc / mo /	-2.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2025	69	-67.14%	1,823,994	-74.31%	-	7.09%	34	-64.95%	18	-72.31%
Sep 30, 2025	85	-58.33%	1,760,579	-77.34%	-	5.72%	27	-68.24%	28	-60.00%
Jun 30, 2025	211	-	8,144,985	18.63%	4	33.88%	89	-7.29%	71	24.56%
Mar 31, 2025	210	4.48%	6,836,863	-10.79%	3	22.82%	96	5.49%	57	-14.93%
Dec 31, 2024	183	-9.41%	7,342,243	6.05%	3	30.04%	84	-16.00%	61	15.09%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	335.75K	0.18%	8.30K
AMG Yacktman I	300.00K	0.16%	-
Lord Abbett Bond-Debenture A	282.24K	0.15%	-
Vanguard US Total Market Shares ETF	273.85K	0.15%	482.00
Meridian Contrarian Legacy	217.80K	0.11%	60.00K
Vanguard Small Cap Index	192.78K	0.10%	-3.22K
Vanguard Small Cap Value Index Inv	128.03K	0.07%	-3.18K
Old West All Cap Opportunity	101.51K	0.05%	2.17K
Scharf Quality Value	100.10K	0.05%	1.49K
Vanguard Institutional Extnd Mkt Idx Tr	91.60K	0.05%	-45.76K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Sep 18, 2025	SHOEN EDWARD J	President	Buy	$2.71M
Sep 18, 2025	SHOEN MARK V	-	Buy	$2.71M
Sep 18, 2025	Willow Grove Holdings LP	-	Buy	$2.71M
Feb 26, 2025	SHOEN MARK V	-	Sell	$812.88K
Feb 20, 2025	SHOEN MARK V	-	Sell	$815.10K

Insider Transactions Trends

Date	Buy	Sell
2025 Q4	-	-
2025 Q3	3	-
2025 Q1	-	5
2024 Q4	-	-
2024 Q3	-	-

UHAL Ownership FAQ

Who Owns U-Haul?

U-Haul shareholders are primarily institutional investors at 0.93%, followed by 60.42% insiders and 38.65% retail investors. The average institutional ownership in U-Haul's industry, Rental & Leasing Service Stocks, is 43.65%, which U-Haul falls below.

Who owns the most shares of U-Haul?

U-Haul’s largest shareholders are Blackrock (5.49M shares, 2.80%), Wellington management group llp (2.07M shares, 1.05%), and Vanguard group (867.15K shares, 0.44%). Together, they hold 4.30% of U-Haul’s total shares outstanding.

Does Blackrock own U-Haul?

Yes, BlackRock owns 2.80% of U-Haul, totaling 5.49M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 329.64M$. In the last quarter, BlackRock decreased its holdings by -92.076K shares, a -1.65% change.

Who is U-Haul’s biggest shareholder by percentage of total assets invested?

Orvieto partners is U-Haul’s biggest shareholder by percentage of total assets invested, with 5.18% of its assets in 127K U-Haul shares, valued at 6.4M$.

Who is the top mutual fund holder of U-Haul shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of U-Haul shares, with 0.18% of its total shares outstanding invested in 335.75K U-Haul shares.

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