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U-Haul (UHAL) Institutional Ownership

U-Haul logo
$61.33 +0.35 (+0.57%)
As of 04/30/2025 03:57 PM Eastern
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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)
29
Total
Institutional Inflows
(last 12 months)
$46.18M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$13.76M
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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
4/29/2025 Harel Insurance Investments & Financial Services Ltd.1,179$77K0.0%-17.4%0.001%
4/28/2025 Redmont Wealth Advisors LLC4,864$318K0.6%-34.2%0.002%
4/16/2025 Opal Wealth Advisors LLC1,607$105K0.0%N/A0.001%
2/17/2025Voloridge Investment Management LLC86,276$5.96M0.0%-6.8%0.044%
2/17/2025Two Sigma Advisers LP117,800$8.14M0.0%+263.6%0.060%
2/17/2025Two Sigma Investments LP112,976$7.81M0.0%+149.8%0.058%
2/17/2025Quadcap Wealth Management LLC3,867$267K0.0%-7.0%0.002%
2/17/2025Parkwood LLC130,744$9.03M1.0%+31.2%0.067%
2/17/2025Occudo Quantitative Strategies LP4,851$335K0.1%-69.7%0.002%
2/17/2025Jacobs Levy Equity Management Inc.31,830$2.20M0.0%-7.8%0.016%
2/14/2025Schonfeld Strategic Advisors LLC6,300$435K0.0%-34.2%0.003%
2/14/2025Aquatic Capital Management LLC11,284$780K0.0%+36.0%0.006%
2/14/2025Lord Abbett & CO. LLC300,000$20.73M0.1%+33.9%0.153%
2/14/2025MGO One Seven LLC12,735$880K0.0%+15.2%0.006%
2/13/2025Farringdon Capital Ltd.4,823$333K0.1%N/A0.002%
2/13/2025Gabelli Funds LLC30,600$2.11M0.0%+337.1%0.016%
2/13/2025Belpointe Asset Management LLC4,130$293K0.0%-10.5%0.002%
2/13/2025Aster Capital Management DIFC Ltd2,990$207K0.1%+5.0%0.002%
2/13/2025Old West Investment Management LLC133,537$9.23M3.7%+6.0%0.068%
2/11/2025Semanteon Capital Management LP9,326$644K0.3%N/A0.005%
2/7/2025 Investors Research Corp500$35K0.0%-50.0%0.000%
2/5/2025Versor Investments LP3,200$221K0.0%N/A0.002%
2/3/2025Legacy Capital Group California Inc.3,383$234K0.1%+7.5%0.002%
1/31/2025Mcdonald Partners LLC14,800$1.02M0.3%-2.0%0.008%
1/30/2025Asset Planning Inc7,100$491K0.4%N/A0.004%
1/24/2025 Childress Capital Advisors LLC6,000$415K0.1%+20.0%0.003%
1/24/2025 Optas LLC3,174$219K0.0%N/A0.002%
1/21/2025 Harel Insurance Investments & Financial Services Ltd.1,428$99K0.0%-24.8%0.001%
12/13/2024Lord Abbett & CO. LLC224,036$17.36M0.1%N/A0.114%
11/15/2024XTX Topco Ltd3,807$295K0.0%-25.8%0.002%
11/15/2024Motley Fool Asset Management LLC2,579$201K0.0%N/A0.001%
11/15/2024Jacobs Levy Equity Management Inc.34,541$2.68M0.0%-67.9%0.018%
11/15/2024ArrowMark Colorado Holdings LLC75,800$5.87M0.1%-37.3%0.039%
11/15/2024Atom Investors LP3,879$301K0.0%N/A0.002%
11/14/2024Verition Fund Management LLC8,371$649K0.0%+93.6%0.004%
11/13/2024BNP Paribas Financial Markets2,370$184K0.0%-16.0%0.001%
11/8/2024Anthracite Investment Company Inc.3,473$269K0.1%N/A0.002%
11/6/2024 Intellectus Partners LLC5,340$414K0.1%+5.4%0.003%
11/5/2024GSA Capital Partners LLP18,798$1.46M0.1%-27.1%0.010%
10/30/2024Old West Investment Management LLC125,947$9.76M3.8%+11.7%0.064%
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10/29/2024 Lodestone Wealth Management LLC4,407$341K0.2%+5.6%0.002%
10/25/2024 Childress Capital Advisors LLC5,000$387K0.1%N/A0.003%
10/23/2024Legacy Capital Group California Inc.3,146$244K0.1%N/A0.002%
10/17/2024 Redmont Wealth Advisors LLC7,388$572K0.9%-4.8%0.004%
10/7/2024 Lakewood Asset Management LLC3,371$261K0.2%-11.3%0.002%
8/21/2024 Granite Bay Wealth Management LLC4,725$308K0.0%N/A0.002%
8/15/2024Oliver Lagore Vanvalin Investment Group12,459$769K0.2%+23.4%0.006%
8/14/2024Marshall Wace LLP82,203$5.07M0.0%-12.4%0.042%
8/14/2024Applied Fundamental Research LLC61,300$3.78M2.8%+12.9%0.031%
8/9/2024Old West Investment Management LLC112,804$6.96M3.1%+9.5%0.058%
8/1/2024Versor Investments LP10,988$678K0.1%+66.9%0.006%
7/26/2024State of Michigan Retirement System4,054$243K0.0%-11.0%0.002%
7/16/2024 Diversified Trust Co4,025$248K0.0%N/A0.002%
7/15/2024 Granite Bay Wealth Management LLC4,725$308K0.0%N/A0.002%
7/10/2024 Redmont Wealth Advisors LLC7,759$479K0.8%-21.5%0.004%
5/16/2024Jacobs Levy Equity Management Inc.113,541$7.67M0.0%-7.8%0.058%
5/16/2024Caxton Associates LP3,045$206K0.0%N/A0.002%
5/13/2024Clearbridge Investments LLC5,300$358K0.0%N/A0.003%
5/8/2024Motley Fool Asset Management LLC12,004$811K0.0%+290.5%0.006%
5/3/2024GSA Capital Partners LLP33,545$2.27M0.2%-3.5%0.017%
5/2/2024Applied Fundamental Research LLC54,279$3.67M2.7%-2.3%0.028%
5/1/2024BNP Paribas Financial Markets11,893$803K0.0%-14.6%0.006%
5/1/2024Applied 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%
4/22/2024Altfest 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%
4/15/2024Mcdonald Partners LLC16,125$1.09M0.3%-1.2%0.008%
4/11/2024 Opal Wealth Advisors LLC1,771$120K0.0%N/A0.001%
2/16/2024GSA Capital Partners LLP34,773$2.50M0.2%+10.3%0.018%
2/15/2024Parkwood LLC84,410$6.06M0.6%N/A0.043%
2/14/2024Old West Investment Management LLC52,295$3.76M1.9%-70.3%0.027%
2/13/2024Campbell & CO Investment Adviser LLC10,946$786K0.1%+57.6%0.006%
2/9/2024 Balboa Wealth Partners2,985$214K0.1%N/A0.002%
2/7/2024BNP Paribas Financial Markets13,927$1M0.0%-10.1%0.007%
2/7/2024Versor Investments LP5,935$426K0.1%-40.9%0.003%
2/5/2024 Intellectus Partners LLC5,696$409K0.1%+19.0%0.003%
2/2/2024Motley Fool Asset Management LLC3,074$221K0.0%N/A0.002%
1/31/2024 Redmont Wealth Advisors LLC9,195$660K1.0%+12.8%0.005%
1/31/2024Oliver 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%
11/17/2023Jacobs Levy Equity Management Inc.62,108$3.39M0.0%N/A0.032%
11/15/2023GSA Capital Partners LLP31,527$1.72M0.1%+477.2%0.016%
11/14/2023Ancient Art L.P.8,938$468K0.1%-82.6%0.005%
11/13/2023Dark Forest Capital Management LP14,417$787K0.1%-11.2%0.007%
11/13/2023Old West Investment Management LLC176,235$9.62M4.9%+1.0%0.090%
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11/9/2023Oliver Lagore Vanvalin Investment Group8,421$460K0.2%+23.8%0.004%
11/8/2023Campbell & CO Investment Adviser LLC6,946$379K0.0%-31.1%0.004%
11/8/2023HighTower Advisors LLC6,515$359K0.0%+15.9%0.003%
11/6/2023Versor Investments LP10,045$548K0.1%+34.1%0.005%
11/3/2023MGO One Seven LLC13,082$714K0.1%+3.1%0.007%
10/30/2023Mcdonald Partners LLC16,325$891K0.3%+7.2%0.008%
10/30/2023Barnett & 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%
(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, 82 institutional investors and hedge funds held shares of U-Haul. The most heavily invested institutionals were Yacktman Asset Management LP ($42.88M), Smead Capital Management Inc. ($34.48M), Lord Abbett & CO. LLC ($20.73M), Artisan Partners Limited Partnership ($10.11M), Old West Investment Management LLC ($9.23M), Parkwood LLC ($9.03M), and Two Sigma Advisers LP ($8.14M).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 54 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: Lord Abbett & CO. LLC ($300K), Old West Investment Management LLC ($206.72K), Parkwood LLC ($115.50K), Two Sigma Advisers LP ($85.40K), Two Sigma Investments LP ($67.76K), Jacobs Levy Equity Management Inc. ($62.11K), and Victory Capital Management Inc. ($44.07K).

How much institutional buying is happening at U-Haul?

Institutional investors have bought a total of 1,242,794 shares in the last 24 months. This purchase volume represents approximately $82.38M in transactions.

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

Of the 38 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), Jacobs Levy Equity Management Inc. ($85.33K), ArrowMark Colorado Holdings LLC ($45K), Ancient Art L.P. ($42.31K), Lakewood Asset Management LLC ($41.44K), Yacktman Asset Management LP ($37.81K), and Aviva PLC ($31.80K).

How much institutional selling is happening at U-Haul?

Institutional investors have sold a total of 579,504 shares in the last 24 months. This volume of shares sold represents approximately $38.40M in transactions.


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This page (NASDAQ:UHAL) was last updated on 5/1/2025 by MarketBeat.com Staff
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