U-Haul Ownership | Who Owns U-Haul?

Overview RevenueFinancials Chart Transcripts

U-Haul Ownership Summary

U-Haul is owned by 4.15% institutional investors, 60.42% insiders, and 35.43% 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 0.16% of its assets in U-Haul shares.

UHAL Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	U-Haul	4.15%	60.42%	35.43%
Sector	Industrials Stocks	64.07%	12.69%	23.24%
Industry	Rental & Leasing Service Stocks	72.43%	12.54%	15.04%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	5.49M	2.80%	$329.64M
State street	2.37M	1.21%	$142.21M
Wellington management group llp	2.07M	1.05%	$124.01M
Scharf investments	1.45M	0.74%	$81.69M
Vanguard group	835.32K	0.43%	$57.71M
Southpoint capital advisors lp	650.00K	0.33%	$39.36M
Charles schwab investment management	643.29K	0.33%	$38.61M
Northern trust	541.43K	0.28%	$32.50M
Blackrock funding, inc. /de	474.06K	0.24%	$28.71M
Norges bank	406.82K	0.21%	$28.11M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Old west investment management	142.98K	2.85%	$8.66M
Scharf investments	1.45M	2.35%	$81.69M
Bruce	73.90K	1.45%	$4.48M
Semanteon capital management, lp	10.95K	1.00%	$663.37K
Southpoint capital advisors lp	650.00K	0.99%	$39.36M
Redmont wealth advisors	7.39K	0.88%	$510.85K
Parkwood	120.91K	0.66%	$7.32M
Barnett & company	12.15K	0.58%	$735.80K
Trian fund management	353.33K	0.56%	$21.40M
Kerrisdale advisers	12.71K	0.40%	$769.96K

Top Buyers

Holder	Shares	% Assets	Change
Scharf investments	1.45M	2.35%	838.38K
Norges bank	406.82K	0.00%	406.82K
First trust advisors lp	375.26K	0.02%	137.54K
Two sigma advisers, lp	117.80K	0.02%	85.40K
Two sigma investments, lp	112.98K	0.02%	67.76K

Top Sellers

Holder	Shares	% Assets	Change
Lord, abbett	-	-	-300.00K
Trian fund management	353.33K	0.56%	-298.67K
Wellington management group llp	2.07M	0.02%	-281.48K
Smead capital management	-	-	-209.65K
Millennium management	-	-	-92.08K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	406.82K	0.00%	406.82K	$28.11M
Point72 asset management	28.10K	0.00%	28.10K	$1.70M
Arrowstreet capital, limited partnership	15.67K	0.00%	15.67K	$949.22K
Xtx topco	13.34K	0.03%	13.34K	$807.57K
Oliver lagore vanvalin investment group	10.32K	0.26%	10.32K	$674.78M

Sold Out

Holder	Change
Fifth third bancorp	-2.00
Claris advisors, llc / mo /	-2.00
Tfo-tdc	-2.00
Cullen/frost bankers	-2.00
Global financial private client	-4.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Sep 30, 2024	202	8.02%	6,923,050	-2.94%	3	26.68%	100	21.95%	53	-15.87%
Jun 30, 2024	187	-6.50%	7,132,965	3.21%	3	29.28%	82	-	63	-11.27%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	299.85K	0.16%	-4.17K
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	216.97K	0.12%	-3.79K
Vanguard Small Cap Value Index Inv	140.04K	0.07%	-529.00
Scharf Quality Value	138.68K	0.07%	-2.57K
Vanguard Institutional Extnd Mkt Idx Tr	91.60K	0.05%	-45.76K
Old West All Cap Opportunity	91.35K	0.05%	7.20K
Meridian Contrarian Legacy	75.80K	0.04%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Feb 26, 2025	SHOEN MARK V	-	Sell	$812.88K
Feb 21, 2025	SHOEN MARK V	-	Sell	$12.68K
Feb 20, 2025	SHOEN MARK V	-	Sell	$8.17K
Feb 20, 2025	SHOEN MARK V	-	Sell	$815.10K
Feb 21, 2025	SHOEN MARK V	-	Sell	$6.34K

Insider Transactions Trends

Date	Buy	Sell
2025 Q1	-	5
2024 Q4	-	-
2024 Q3	-	-
2024 Q1	-	-
2023 Q4	1	1

UHAL Ownership FAQ

Who Owns U-Haul?

U-Haul shareholders are primarily institutional investors at 4.15%, followed by 60.42% insiders and 35.43% retail investors. The average institutional ownership in U-Haul's industry, Rental & Leasing Service Stocks, is 72.43%, 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%), State street (2.37M shares, 1.21%), and Wellington management group llp (2.07M shares, 1.05%). Together, they hold 5.06% 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?

Old west investment management is U-Haul’s biggest shareholder by percentage of total assets invested, with 2.85% of its assets in 142.98K U-Haul shares, valued at 8.66M$.

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 0.16% of its total shares outstanding invested in 299.85K U-Haul shares.

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