U-Haul Ownership | Who Owns U-Haul?

Overview RevenueFinancials Chart Transcripts

U-Haul Ownership Summary

U-Haul is owned by 4.61% institutional investors, 61.38% insiders, and 34.01% retail investors. Blackrock is the largest institutional shareholder, holding 2.80% of UHAL shares. Vanguard MStar Total Stk Mkt Idx Invest is the top mutual fund, with 0.20% of its assets in U-Haul shares.

UHAL Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	U-Haul	4.61%	61.38%	34.01%
Sector	Industrials Stocks	67.86%	16.45%	15.69%
Industry	Rental & Leasing Service Stocks	77.93%	13.99%	8.08%

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
Dimensional fund advisors lp	664.39K	0.34%	$43.48M
Charles schwab investment management	643.29K	0.33%	$38.61M
Two sigma investments, lp	583.93K	0.30%	$38.21M
Norges bank	546.48K	0.28%	$35.76M
D. e. shaw	489.81K	0.25%	$32.05M
Blackrock funding, inc. /de	478.75K	0.24%	$31.33M
Vanguard capital management	425.55K	0.22%	$27.85M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Orvieto partners	51.42K	2.19%	$3.36M
Estuary capital management lp	214.20K	2.17%	$12.22M
Landmark investment partners	114.39K	1.99%	$6.53M
Bruce	72.60K	1.29%	$4.75M
Scharf investments	412.08K	0.89%	$26.97M
Corton capital	5.56K	0.78%	$317.19K
Parkwood	135.87K	0.71%	$7.75M
Arrowmark colorado	155.00K	0.42%	$10.14M
Diversified investment strategies	8.04K	0.34%	$525.88K
Wallace capital management	45.17K	0.32%	$2.96M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	546.48K	0.00%	546.48K
Two sigma investments, lp	583.93K	0.03%	374.65K
Estuary capital management lp	214.20K	2.17%	214.20K
D. e. shaw	489.81K	0.02%	197.54K
Gotham asset management	221.81K	0.03%	178.33K

Top Sellers

Holder	Shares	% Assets	Change
Southpoint capital advisors lp	-	-	-362.00K
Trian fund management	-	-	-353.33K
Lord, abbett	-	-	-300.00K
Wellington management group llp	2.07M	0.02%	-281.48K
Smead capital management	-	-	-209.65K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	546.48K	0.00%	546.48K	$35.76M
Estuary capital management lp	214.20K	2.17%	214.20K	$12.22M
Landmark investment partners	114.39K	1.99%	114.39K	$6.53M
Algert global	53.16K	0.04%	53.16K	$3.48M
Balyasny asset management	38.96K	0.00%	38.96K	$2.55M

Sold Out

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

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2026	227	10.73%	9,041,217	23.83%	4	33.25%	125	30.21%	53	-14.52%
Mar 31, 2026	204	1.49%	7,301,411	-2.39%	3	25.59%	96	-5.88%	62	-1.59%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard MStar Total Stk Mkt Idx Invest	385.22K	0.20%	11.00K
Vanguard Morn Total Stk Mkt Idx Investor	374.22K	0.19%	-5.63K
Vanguard Total Stock Mkt Idx Inv	374.22K	0.19%	-5.63K
AMG Yacktman I	300.00K	0.15%	-
Lord Abbett Bond-Debenture A	282.24K	0.15%	-
Vanguard US Total Market Shares ETF	273.85K	0.15%	482.00
Vanguard Small Cap Index	204.25K	0.11%	-3.01K
Meridian Contrarian Legacy	155.00K	0.08%	-28.80K
DFA US Small Cap Value I	145.49K	0.08%	22.78K
Vanguard MStar Small Cap Value Index	132.72K	0.07%	1.48K

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 4.61%, followed by 61.38% insiders and 34.01% retail investors. The average institutional ownership in U-Haul's industry, Rental & Leasing Service Stocks, is 77.93%, 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 2.19% of its assets in 51.42K U-Haul shares, valued at 3.36M$.

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

Vanguard MStar Total Stk Mkt Idx Invest is the top mutual fund holder of U-Haul shares, with 0.20% of its total shares outstanding invested in 385.22K U-Haul shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools