Free Trial

U-Haul (UHAL) Institutional Ownership

U-Haul logo
$63.16 -0.22 (-0.35%)
Closing price 03:59 PM Eastern
Extended Trading
$63.12 -0.04 (-0.06%)
As of 04:14 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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

Current
Institutional Ownership
Percentage
3.63%
Number of
Institutional Buyers
(last 12 months)
32
Total
Institutional Inflows
(last 12 months)
$49.80M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$13.57M
Get UHAL Insider Trade Alerts

Want to know when executives and insiders are buying or selling U-Haul stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

UHAL Institutional Buying and Selling by Quarter

U-Haul Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/22/2025 Belpointe Asset Management LLC6,189$375K0.0%+15.8%0.003%
7/21/2025 Ameritas Advisory Services LLC550$33K0.0%N/A0.000%
7/10/2025 Oliver Lagore Vanvalin Investment Group10,324$675K0.2%N/A0.005%
5/20/2025 Belpointe Asset Management LLC5,344$349K0.0%+29.4%0.003%
5/16/2025Parkwood LLC118,546$7.75M0.7%-9.3%0.060%
5/16/2025Jacobs Levy Equity Management Inc.30,277$1.98M0.0%-4.9%0.015%
5/15/2025State of Wyoming4,818$315K0.0%N/A0.002%
5/15/2025Trexquant Investment LP16,154$1.06M0.0%N/A0.008%
5/15/2025Landscape Capital Management L.L.C.26,767$1.75M0.2%N/A0.014%
5/14/2025Gabelli Funds LLC34,167$2.23M0.0%+11.7%0.017%
5/14/2025Old West Investment Management LLC135,509$8.86M3.2%+1.5%0.069%
5/13/2025Versor Investments LP6,400$418K0.1%+100.0%0.003%
5/12/2025Barnett & Company Inc.12,850$840K0.7%-8.5%0.007%
5/12/2025Virtu Financial LLC12,610$824K0.0%N/A0.006%
5/9/2025 Legacy Capital Group California Inc.3,795$248K0.1%+12.2%0.002%
4/29/2025Harel Insurance Investments & Financial Services Ltd.1,179$77K0.0%-17.4%0.001%
4/28/2025Redmont 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%
2/13/2025 Belpointe 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%
2/3/2025 Legacy 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%
The End of Elon Musk…? (Ad)

The End of Elon Musk? Don't make him laugh. Jeff Brown has been hearing this same tired story for years, and he's been proven right time and time again. And now, while the media focuses on Tesla's "demise," he's uncovered an AI breakthrough that's about to make Elon's doubters eat their words yet again. According to his research, if you listen to the media and miss out on Elon's newest breakthrough, it's going to cost you the fortune of a lifetime.

Click here to see why the "End of Elon" crowd is about to be wrong again.
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%
1/21/2025Harel 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%
11/6/2024Intellectus Partners LLC5,340$414K0.1%+5.4%0.003%
11/5/2024 GSA 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%
10/29/2024Lodestone Wealth Management LLC4,407$341K0.2%+5.6%0.002%
10/25/2024 Childress Capital Advisors LLC5,000$387K0.1%N/A0.003%
10/23/2024 Legacy Capital Group California Inc.3,146$244K0.1%N/A0.002%
10/17/2024Redmont 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%
8/15/2024 Oliver 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%
7/10/2024Redmont 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%
5/3/2024 GSA 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%
4/30/2024Lodestone Wealth Management LLC4,259$288K0.2%+26.1%0.002%
4/30/2024Harel 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%
4/19/2024Redmont Wealth Advisors LLC9,880$667K0.9%+7.4%0.005%
4/17/2024Cannon 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%
2/16/2024 GSA 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%
2/9/2024Balboa Wealth Partners2,985$214K0.1%N/A0.002%
Why Elon put $51 million into this (Ad)

A single U.S. company has started producing a “miracle metal” once locked in research labs. Now? They’re quietly shipping 30 tons per year from a facility outside San Antonio.

But when they find out, this company won’t be trading under $20 for long. Discover the full story.
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%
2/5/2024Intellectus Partners LLC5,696$409K0.1%+19.0%0.003%
2/2/2024Motley Fool Asset Management LLC3,074$221K0.0%N/A0.002%
1/31/2024Redmont 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%
1/30/2024Harel Insurance Investments & Financial Services Ltd.2,438$175K0.0%-32.3%0.001%
1/25/2024Lodestone Wealth Management LLC3,378$243K0.1%-20.4%0.002%
1/12/2024SG Americas Securities LLC1,723$124K0.0%-85.5%0.001%
1/11/2024 Lakewood Asset Management LLC3,848$276K0.2%-10.8%0.002%
(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, 69 institutional investors and hedge funds held shares of U-Haul. The most heavily invested institutionals were Lord Abbett & CO. LLC ($20.73M), Old West Investment Management LLC ($8.86M), Two Sigma Advisers LP ($8.14M), Two Sigma Investments LP ($7.81M), Parkwood LLC ($7.75M), Voloridge Investment Management LLC ($5.96M), and ArrowMark Colorado Holdings LLC ($5.87M).Learn more on U-Haul's institutional investors.

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

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

Which institutional investors have been buying U-Haul's stock?

Of the 50 institutional investors that purchased U-Haul's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Lord Abbett & CO. LLC ($300K), Parkwood LLC ($115.50K), Two Sigma Advisers LP ($85.40K), Old West Investment Management LLC ($76.26K), Two Sigma Investments LP ($67.76K), Jacobs Levy Equity Management Inc. ($62.11K), and GSA Capital Partners LLP ($29.31K).

How much institutional buying is happening at U-Haul?

Institutional investors have bought a total of 697,178 shares in the last 24 months. This purchase volume represents approximately $49.80M in transactions.

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

Of the 19 institutional investors that sold U-Haul's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jacobs Levy Equity Management Inc. ($77.29K), ArrowMark Colorado Holdings LLC ($45K), Parkwood LLC ($12.20K), Marshall Wace LLP ($11.60K), Occudo Quantitative Strategies LP ($11.14K), GSA Capital Partners LLP ($7.00K), and Voloridge Investment Management LLC ($6.27K).

How much institutional selling is happening at U-Haul?

Institutional investors have sold a total of 182,860 shares in the last 24 months. This volume of shares sold represents approximately $13.57M in transactions.



This page (NASDAQ:UHAL) was last updated on 7/24/2025 by MarketBeat.com Staff
From Our Partners