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U-Haul (UHAL) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for U-Haul (NASDAQ:UHAL)

Current
Institutional Ownership
Percentage
3.63%
Number of
Institutional Buyers
(last 12 months)
26
Total
Institutional Inflows
(last 12 months)
$21.32M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$17.99M
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UHAL Institutional Buying and Selling by Quarter

U-Haul Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2024 Jacobs Levy Equity Management Inc.113,541$7.67M0.0%-7.8%0.058%
5/16/2024 Caxton Associates LP3,045$206K0.0%N/A0.002%
5/13/2024 Clearbridge Investments LLC5,300$358K0.0%N/A0.003%
5/8/2024 Motley Fool Asset Management LLC12,004$811K0.0%+290.5%0.006%
5/3/2024 GSA Capital Partners LLP33,545$2.27M0.2%-3.5%0.017%
5/2/2024 Applied Fundamental Research LLC54,279$3.67M2.7%-2.3%0.028%
5/1/2024 BNP Paribas Financial Markets11,893$803K0.0%-14.6%0.006%
5/1/2024 Applied Fundamental Research LLC54,279$3.99M3.2%-2.3%0.028%
4/30/2024 Lodestone Wealth Management LLC4,259$288K0.2%+26.1%0.002%
4/30/2024 Harel Insurance Investments & Financial Services Ltd.2,086$141K0.0%-14.4%0.001%
4/22/2024 Altfest L J & Co. Inc.3,693$249K0.0%N/A0.002%
4/19/2024 Redmont Wealth Advisors LLC9,880$667K0.9%+7.4%0.005%
4/17/2024 Cannon Global Investment Management LLC4,900$331K0.9%N/A0.002%
4/15/2024 Mcdonald Partners LLC16,125$1.09M0.3%-1.2%0.008%
4/11/2024 Opal Wealth Advisors LLC1,771$120K0.0%N/A0.001%
2/16/2024 GSA Capital Partners LLP34,773$2.50M0.2%+10.3%0.018%
2/15/2024 Parkwood LLC84,410$6.06M0.6%N/A0.043%
2/14/2024 Old West Investment Management LLC52,295$3.76M1.9%-70.3%0.027%
2/13/2024 Campbell & CO Investment Adviser LLC10,946$786K0.1%+57.6%0.006%
2/9/2024 Balboa Wealth Partners2,985$214K0.1%N/A0.002%
2/7/2024 BNP Paribas Financial Markets13,927$1M0.0%-10.1%0.007%
2/7/2024 Versor Investments LP5,935$426K0.1%-40.9%0.003%
2/5/2024 Intellectus Partners LLC5,696$409K0.1%+19.0%0.003%
2/2/2024 Motley Fool Asset Management LLC3,074$221K0.0%N/A0.002%
1/31/2024 Redmont Wealth Advisors LLC9,195$660K1.0%+12.8%0.005%
1/31/2024 Oliver Lagore Vanvalin Investment Group9,002$646K0.2%+6.9%0.005%
1/30/2024 Harel Insurance Investments & Financial Services Ltd.2,438$175K0.0%-32.3%0.001%
1/25/2024 Lodestone Wealth Management LLC3,378$243K0.1%-20.4%0.002%
1/12/2024 SG Americas Securities LLC1,723$124K0.0%-85.5%0.001%
1/11/2024 Lakewood Asset Management LLC3,848$276K0.2%-10.8%0.002%
11/17/2023 Jacobs Levy Equity Management Inc.62,108$3.39M0.0%N/A0.032%
11/15/2023 GSA Capital Partners LLP31,527$1.72M0.1%+477.2%0.016%
11/14/2023 Ancient Art L.P.8,938$468K0.1%-82.6%0.005%
11/13/2023 Dark Forest Capital Management LP14,417$787K0.1%-11.2%0.007%
11/13/2023 Old West Investment Management LLC176,235$9.62M4.9%+1.0%0.090%
11/9/2023 Oliver Lagore Vanvalin Investment Group8,421$460K0.2%+23.8%0.004%
11/8/2023 Campbell & CO Investment Adviser LLC6,946$379K0.0%-31.1%0.004%
11/8/2023 HighTower Advisors LLC6,515$359K0.0%+15.9%0.003%
11/6/2023 Versor Investments LP10,045$548K0.1%+34.1%0.005%
11/3/2023 MGO One Seven LLC13,082$714K0.1%+3.1%0.007%
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10/30/2023 Mcdonald Partners LLC16,325$891K0.3%+7.2%0.008%
10/30/2023 Barnett & Company Inc.13,810$754K0.6%N/A0.007%
10/30/2023 Harel Insurance Investments & Financial Services Ltd.3,603$197K0.0%-6.4%0.002%
10/27/2023 Allspring Global Investments Holdings LLC14,251$778K0.0%-9.0%0.007%
10/25/2023 Redmont Wealth Advisors LLC8,151$445K0.8%+5.0%0.004%
10/25/2023 Intellectus Partners LLC4,786$261K0.1%+7.3%0.002%
10/24/2023 Cambridge Investment Research Advisors Inc.3,786$207K0.0%N/A0.002%
10/20/2023 Lodestone Wealth Management LLC4,242$231K0.2%N/A0.002%
10/11/2023 Lakewood Asset Management LLC4,314$235K0.2%-90.4%0.002%
10/10/2023 FNY Investment Advisers LLC3,500$190K0.1%+16.7%0.002%
10/10/2023 First Hawaiian Bank4,682$255K0.0%+12.8%0.002%
8/14/2023 Old West Investment Management LLC174,474$9.65M5.1%+31.7%0.089%
8/14/2023 WINTON GROUP Ltd10,518$582K0.0%-57.7%0.005%
8/11/2023 Cibc World Market Inc.38,626$2.14M0.0%+22.3%0.020%
8/11/2023 Campbell & CO Investment Adviser LLC10,076$557K0.1%N/A0.005%
8/9/2023 BNP Paribas Arbitrage SNC14,256$789K0.0%-50.2%0.007%
8/7/2023 Versor Investments LP7,488$414K0.1%N/A0.004%
8/3/2023 Headlands Technologies LLC592$33K0.0%N/A0.000%
7/31/2023 Intellectus Partners LLC4,460$247K0.1%N/A0.002%
7/25/2023 Raymond James Financial Services Advisors Inc.3,953$219K0.0%-17.0%0.002%
7/20/2023 Redmont Wealth Advisors LLC7,760$429K0.7%N/A0.004%
7/17/2023 Mcdonald Partners LLC15,225$842K0.3%+201.5%0.008%
7/11/2023 FNY Investment Advisers LLC3,000$165K0.2%N/A0.002%
7/10/2023 SG Americas Securities LLC2,521$139K0.0%-56.5%0.001%
7/7/2023 First Hawaiian Bank4,152$230K0.0%N/A0.002%
6/20/2023 Oliver Lagore Vanvalin Investment Group3,987$238K0.1%N/A0.002%
5/25/2023 Brandywine Global Investment Management LLC12,535$748K0.0%-19.3%0.006%
5/15/2023 XTX Topco Ltd9,249$552K0.1%-72.0%0.005%
5/12/2023 Bruce & Co. Inc.74,764$4.46M1.2%-0.4%0.038%
5/12/2023 HRT Financial LP41,606$2.48M0.0%N/A0.021%
5/12/2023 Brandywine Global Investment Management LLC12,535$748K0.0%-19.3%0.006%
5/12/2023 Smead Capital Management Inc.578,055$34.48M0.7%-0.2%0.295%
5/12/2023 Ethic Inc.7,538$439K0.0%+23.6%0.004%
5/12/2023 Dark Forest Capital Management LP1,949$116K0.0%N/A0.001%
5/12/2023Aviva PLC20,576$1.23M0.0%-60.7%0.010%
5/11/2023 EverSource Wealth Advisors LLC37,469$2.24M0.3%+4,480.6%0.019%
5/11/2023 Artisan Partners Limited Partnership169,508$10.11M0.0%-6.7%0.086%
5/10/2023 Connor Clark & Lunn Investment Management Ltd.1,182$71K0.0%+42.2%0.001%
5/9/2023 Tower Research Capital LLC TRC1,514$91K0.0%+760.2%0.001%
5/9/2023 Fore Capital LLC5,000$298K0.2%N/A0.003%
5/8/2023 Old West Investment Management LLC132,434$7.90M4.3%N/A0.068%
5/8/2023 Yacktman Asset Management LP718,784$42.88M0.4%-5.0%0.367%
5/4/2023Treasurer of the State of North Carolina3,936$235K0.0%-74.6%0.002%
5/4/2023 Barclays PLC5,525$330K0.0%+248.4%0.003%
5/4/2023 Skylands Capital LLC2,620$156K0.0%-43.9%0.001%
5/2/2023 Financial Counselors Inc.15,345$915K0.0%+1.3%0.008%
5/2/2023 Victory Capital Management Inc.85,512$5.10M0.0%+106.3%0.044%
5/2/2023 Amalgamated Bank1,506$90K0.0%-49.8%0.001%
5/2/2023 Harel Insurance Investments & Financial Services Ltd.3,887$232K0.0%-14.2%0.002%
4/28/2023 SG Americas Securities LLC5,789$345K0.0%-38.1%0.003%
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4/24/2023 DekaBank Deutsche Girozentrale5,393$308K0.0%-15.6%0.003%
4/20/2023 Mraz Amerine & Associates Inc.6,771$404K0.1%-2.6%0.003%
4/19/2023 Mcdonald Partners LLC5,050$301K0.1%N/A0.003%
4/18/2023ETF Managers Group LLC1,211$72K0.0%N/A0.001%
4/14/2023 AE Wealth Management LLC4,417$263K0.0%N/A0.002%
4/14/2023 Raymond James Financial Services Advisors Inc.4,761$284K0.0%-7.9%0.002%
4/13/2023 Allspring Global Investments Holdings LLC2,474$148K0.0%+47.3%0.001%
4/3/2023 RK Asset Management LLC11,706$698K0.7%-2.9%0.006%
3/15/2023 B. Riley Wealth Advisors Inc.5,962$359K0.0%+56.9%0.003%
3/1/2023 Lakewood Asset Management LLC4,366$263K0.2%N/A0.002%
(Data available from 1/1/2016 forward)

UHAL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UHAL shares?

During the previous two years, 194 institutional investors and hedge funds held shares of U-Haul. The most heavily invested institutionals were BlackRock Inc. ($360.45M), AQR Capital Management LLC ($84.39M), Reinhart Partners Inc. ($58.25M), Yacktman Asset Management LP ($42.88M), California Public Employees Retirement System ($37.96M), Smead Capital Management Inc. ($34.48M), and Dimensional Fund Advisors LP ($27.34M).Learn more on UHAL's institutional investors.

What percentage of U-Haul stock is owned by institutional investors?

3.63% of U-Haul stock is owned by institutional investors. Learn more on UHAL's institutional investor holdings.

Which institutional investors have been buying U-Haul stock?

Of the 139 institutional investors that purchased U-Haul stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Smead Capital Management Inc. ($390.58K), AustralianSuper Pty Ltd ($229.91K), Old West Investment Management LLC ($176.24K), Voya Investment Management LLC ($143.96K), First Trust Advisors LP ($127.51K), Parkwood LLC ($84.41K), and Aviva PLC ($80.80K).

How much institutional buying is happening at U-Haul?

Institutional investors have bought a total of 2,002,923 shares in the last 24 months. This purchase volume represents approximately $118.36M in transactions.

Which U-Haul major shareholders have been selling company stock?

Of the 99 institutional investors that sold U-Haul stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Old West Investment Management LLC ($123.94K), Allspring Global Investments Holdings LLC ($102.36K), Ancient Art L.P. ($42.31K), Lakewood Asset Management LLC ($41.01K), Artisan Partners Limited Partnership ($40.27K), Dimensional Fund Advisors LP ($38.84K), and Yacktman Asset Management LP ($37.81K).

How much institutional selling is happening at U-Haul?

Institutional investors have sold a total of 766,688 shares in the last 24 months. This volume of shares sold represents approximately $44.62M in transactions.


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This page (NASDAQ:UHAL) was last updated on 5/28/2024 by MarketBeat.com Staff

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