U-Haul Ownership | Who Owns U-Haul?

Overview RevenueFinancials Chart Transcripts

U-Haul Ownership Summary

U-Haul is owned by 3.72% institutional investors, 60.42% insiders, and 35.86% 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 0.20% of its assets in U-Haul shares.

UHAL Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	U-Haul	3.72%	60.42%	35.86%
Sector	Industrials Stocks	49.61%	15.69%	34.70%
Industry	Rental & Leasing Service Stocks	43.53%	13.49%	42.99%

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
Norges bank	546.48K	0.28%	$27.55M
Dimensional fund advisors lp	510.10K	0.26%	$24.37M
Blackrock funding, inc. /de	474.25K	0.24%	$22.66M
Southpoint capital advisors lp	362.00K	0.18%	$17.30M
Yacktman asset management lp	325.37K	0.17%	$15.55M
Scharf investments	322.00K	0.16%	$15.39M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Orvieto partners	79.20K	3.24%	$3.78M
Estuary capital management lp	214.20K	2.17%	$12.22M
Landmark investment partners	114.39K	1.99%	$6.53M
Bruce	73.90K	1.01%	$3.53M
Corton capital	5.56K	0.78%	$317.19K
Parkwood	135.87K	0.71%	$7.75M
Scharf investments	322.00K	0.47%	$15.39M
Old west investment management	79.32K	0.41%	$3.79M
Southpoint capital advisors lp	362.00K	0.36%	$17.30M
Dimension capital management	35.02K	0.29%	$2.00M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	546.48K	0.00%	546.48K
Millennium management	321.29K	0.01%	309.32K
Estuary capital management lp	214.20K	2.17%	214.20K
Jacobs levy equity management	231.63K	0.05%	155.92K
Marshall wace, llp	137.55K	0.01%	137.55K

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
Southpoint capital advisors lp	362.00K	0.36%	-238.00K
Smead capital management	-	-	-209.65K

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
Marshall wace, llp	137.55K	0.01%	137.55K	$6.57M
Landmark investment partners	114.39K	1.99%	114.39K	$6.53M
Lighthouse investment partners	88.54K	0.15%	88.54K	$4.23M

Sold Out

Holder	Change
Rialto wealth management	-1.00
Sachetta	-1.00
Cullen/frost bankers	-2.00
Financial gravity asset management	-2.00
Tfo-tdc	-2.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Mar 31, 2025	210	4.48%	6,836,863	-10.79%	3	22.82%	96	5.49%	57	-14.93%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	373.98K	0.20%	11.17K
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
Vanguard Small Cap Index	200.93K	0.11%	-6.73K
Meridian Contrarian Legacy	183.80K	0.10%	-34.00K
Vanguard Small Cap Value Index Inv	126.79K	0.07%	-2.52K
DFA US Small Cap Value I	97.95K	0.05%	30.77K
Vanguard Institutional Extnd Mkt Idx Tr	91.60K	0.05%	-45.76K
Janney Global Small Cap	79.95K	0.04%	79.95K

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 3.72%, followed by 60.42% insiders and 35.86% retail investors. The average institutional ownership in U-Haul's industry, Rental & Leasing Service Stocks, is 43.53%, 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 3.24% of its assets in 79.2K U-Haul shares, valued at 3.78M$.

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 0.20% of its total shares outstanding invested in 373.98K U-Haul shares.

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