NASDAQ:UHAL

U-Haul - UHAL Institutional Ownership

$58.06

+1.67 (+2.96%)

(As of 03/29/2023 12:00 AM ET)

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Today's Range: $56.67
▼
$58.23
50-Day Range: $54.17
▼
$69.67
52-Week Range: $44.79
▼
$70.57

Volume: 196,758 shs
Average Volume: 278,225 shs
Market Capitalization: $11.38 billion

P/E Ratio: 11.80
Dividend Yield: N/A
Price Target: N/A

Institutional Ownership

Current Institutional Ownership Percentage: 8.56%
Number of Institutional Buyers (last 12 months): 174
Total Institutional Inflows (last 12 months): $169.99 M
Number of Institutional Sellers (last 12 months): 137
Total Institutional Outflows (last 12 months): $46.11 M

UHAL Institutional Buying and Selling by Quarter

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U-Haul Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
3/15/2023	B. Riley Wealth Advisors Inc.	5,962	$0.36M	0.0%	+56.9%	0.003%
3/1/2023	Lakewood Asset Management LLC	4,366	$0.26M	0.2%	N/A	0.002%
2/28/2023	Voya Investment Management LLC	146,034	$8.79M	0.0%	+6,944.6%	0.074%
2/21/2023	B. Riley Wealth Advisors Inc.	5,962	$0.36M	0.0%	+56.9%	0.003%
2/16/2023	DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main	58,438	$3.52M	0.0%	+72,045.7%	0.030%
2/15/2023	Public Employees Retirement System of Ohio	4,739	$0.29M	0.0%	-18.3%	0.002%

2/15/2023	Systematic Financial Management LP	26,067	$1.57M	0.1%	-18.9%	0.013%
2/15/2023	Highlander Capital Management LLC	7,495	$0.45M	0.2%	+173.0%	0.004%
2/15/2023	1832 Asset Management L.P.	12,571	$0.76M	0.0%	+984.6%	0.006%
2/15/2023	Bruce & Co. Inc.	75,055	$4.52M	1.2%	-0.5%	0.038%
2/15/2023	Vestcor Inc	3,329	$0.20M	0.0%	-6.5%	0.002%
2/15/2023	Sherbrooke Park Advisers LLC	22,147	$1.33M	1.0%	N/A	0.011%
2/15/2023	Stansberry Asset Management LLC	19,502	$1.17M	0.2%	+1.7%	0.010%
2/15/2023	Schonfeld Strategic Advisors LLC	13,200	$0.80M	0.0%	N/A	0.007%
2/15/2023	Squarepoint Ops LLC	5,174	$0.31M	0.0%	N/A	0.003%
2/15/2023	Legal & General Group Plc	8,638	$0.52M	0.0%	-77.2%	0.004%
2/15/2023	Long Pond Capital LP	170,148	$10.24M	0.6%	N/A	0.087%
2/15/2023	Millennium Management LLC	375,560	$22.61M	0.0%	+28,416.3%	0.192%
2/15/2023	Morgan Stanley	133,480	$8.03M	0.0%	+119.6%	0.068%
2/15/2023	Norges Bank	58,019	$3.49M	0.0%	N/A	0.030%
2/15/2023	AQR Capital Management LLC	102,139	$6.09M	0.0%	-14.9%	0.052%
2/14/2023	DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main	58,438	$3.52M	0.0%	+72,045.7%	0.030%
2/14/2023	Price T Rowe Associates Inc. MD	3,918	$0.24M	0.0%	+5.4%	0.002%
2/14/2023	Marshall Wace LLP	64,618	$3.89M	0.0%	N/A	0.033%
2/14/2023	Two Sigma Investments LP	59,175	$3.56M	0.0%	N/A	0.030%
2/14/2023	Kerrisdale Advisers LLC	19,039	$1.15M	0.3%	+313.1%	0.010%
2/13/2023	DigitalBridge Group Inc.	47,340	$2.85M	0.4%	+64.1%	0.024%
2/13/2023	Charles Schwab Investment Management Inc.	85,469	$5.14M	0.0%	+3.7%	0.044%
2/13/2023	Harspring Capital Management LLC	83,000	$5M	1.3%	-3.5%	0.042%
2/13/2023	Wells Fargo & Company MN	6,758	$0.41M	0.0%	-71.9%	0.003%
2/13/2023	Barclays PLC	1,586	$96K	0.0%	-77.3%	0.001%
2/13/2023	Credit Suisse AG	1,148	$69K	0.0%	-95.8%	0.001%
2/13/2023	Geode Capital Management LLC	127,052	$7.65M	0.0%	-9.0%	0.065%
2/13/2023	American Century Companies Inc.	4,875	$0.29M	0.0%	+11.4%	0.002%
2/13/2023	GSA Capital Partners LLP	15,790	$0.95M	0.1%	N/A	0.008%
2/13/2023	JPMorgan Chase & Co.	6,473	$0.39M	0.0%	-62.0%	0.003%
2/10/2023	Bank of America Corp DE	7,948	$0.48M	0.0%	-41.0%	0.004%
2/10/2023	Smead Capital Management Inc.	579,446	$34.88M	0.7%	+206.8%	0.296%
2/10/2023	Amalgamated Bank	3,000	$0.18M	0.0%	+82.6%	0.002%
2/10/2023	Abrams Capital Management L.P.	407,027	$24.50M	0.9%	-3.8%	0.208%

2/10/2023	Aviva PLC	52,372	$17.03M	0.1%	+231.5%	0.027%
2/10/2023	Victory Capital Management Inc.	41,441	$2.49M	0.0%	+329.0%	0.021%
2/10/2023	Franklin Resources Inc.	16,725	$1.01M	0.0%	N/A	0.009%
2/10/2023	O Shaughnessy Asset Management LLC	822	$49K	0.0%	+54.2%	0.000%
2/10/2023	Advisor Group Holdings Inc.	2,292	$0.14M	0.0%	+107.4%	0.001%
2/10/2023	Brandywine Global Investment Management LLC	15,535	$0.94M	0.0%	-3.6%	0.008%
2/10/2023	Artisan Partners Limited Partnership	181,686	$10.94M	0.0%	-5.2%	0.093%
2/9/2023	First Trust Advisors LP	142,906	$8.60M	0.0%	+828.1%	0.073%
2/9/2023	Victory Capital Management Inc.	35,084	$2.35M	0.0%	+263.2%	0.018%
2/9/2023	Dimensional Fund Advisors LP	454,188	$27.34M	0.0%	-7.9%	0.232%
2/9/2023	Oppenheimer & Close LLC	6,285	$0.38M	0.4%	+25.6%	0.003%
2/9/2023	Aviva PLC	52,372	$3.15M	0.0%	+231.5%	0.027%
2/9/2023	EverSource Wealth Advisors LLC	818	$49K	0.0%	N/A	0.000%
2/9/2023	Skylands Capital LLC	4,670	$0.28M	0.0%	-10.5%	0.002%
2/9/2023	Diversified Investment Strategies LLC	9,461	$0.57M	0.4%	+123.4%	0.005%
2/9/2023	Treasurer of the State of North Carolina	15,478	$0.93M	0.0%	+301.4%	0.008%
2/9/2023	Citigroup Inc.	7,440	$0.45M	0.0%	-3.9%	0.004%
2/8/2023	Raymond James Financial Services Advisors Inc.	5,170	$0.31M	0.0%	+409.4%	0.003%
2/8/2023	UBS Group AG	1,129	$68K	0.0%	-76.9%	0.001%
2/8/2023	Heartland Advisors Inc.	30,146	$1.81M	0.1%	+58.2%	0.015%
2/8/2023	Russell Investments Group Ltd.	4,341	$0.26M	0.0%	-28.9%	0.002%
2/7/2023	State Board of Administration of Florida Retirement System	8,233	$0.50M	0.0%	-2.6%	0.004%
2/7/2023	Oakview Capital Management L.P.	31,401	$1.89M	0.8%	+1.7%	0.016%
2/6/2023	Cumberland Partners Ltd	2,630	$0.16M	0.0%	+27.1%	0.001%
2/3/2023	Diversified Investment Strategies LLC	9,461	$0.57M	0.5%	+123.4%	0.005%
2/2/2023	SG Americas Securities LLC	9,351	$0.56M	0.0%	+425.0%	0.005%
2/2/2023	Nisa Investment Advisors LLC	650	$39K	0.0%	-66.3%	0.000%
2/1/2023	Bank of Montreal Can	827	$50K	0.0%	-48.2%	0.000%
2/1/2023	AustralianSuper Pty Ltd	251,699	$14.99M	0.1%	+779.3%	0.128%
2/1/2023	Janney Montgomery Scott LLC	5,906	$0.36M	0.0%	N/A	0.003%
2/1/2023	DekaBank Deutsche Girozentrale	6,390	$0.38M	0.0%	+202.4%	0.003%
1/31/2023	Ingalls & Snyder LLC	6,320	$0.38M	0.0%	+22.2%	0.003%
1/26/2023	Yacktman Asset Management LP	756,597	$45.54M	0.5%	+3.1%	0.386%
1/26/2023	Vision Capital Management Inc.	24,381	$1.47M	0.3%	+50.8%	0.012%
1/26/2023	Harel Insurance Investments & Financial Services Ltd.	4,532	$0.27M	0.0%	+664.2%	0.002%
1/25/2023	Cassia Capital Partners LLC	4,788	$0.29M	0.2%	N/A	0.002%
1/23/2023	Allspring Global Investments Holdings LLC	1,679	$0.10M	0.0%	-96.1%	0.001%
1/12/2023	Mraz Amerine & Associates Inc.	6,950	$0.42M	0.1%	-5.2%	0.004%
12/8/2022	Bank of New York Mellon Corp	42,759	$21.77M	0.0%	+17.6%	0.022%
12/5/2022	Harspring Capital Management LLC	86,000	$43.79M	10.5%	+8.9%	0.044%
12/1/2022	Robeco Institutional Asset Management B.V.	7,547	$3.84M	0.0%	-13.3%	0.004%
11/22/2022	Teachers Retirement System of The State of Kentucky	10,642	$5.42M	0.1%	N/A	0.005%
11/17/2022	M&T Bank Corp	887	$0.45M	0.0%	-36.5%	0.000%
11/16/2022	Jane Street Group LLC	1,827	$0.93M	0.0%	+204.0%	0.001%
11/16/2022	Oakview Capital Management L.P.	30,869	$15.72M	7.5%	+3.1%	0.016%
11/16/2022	BNP Paribas Arbitrage SNC	13,362	$6.80M	0.0%	+27.3%	0.007%
11/15/2022	Neuberger Berman Group LLC	1,478	$0.75M	0.0%	+222.0%	0.001%
11/15/2022	State Street Corp	273,618	$139.33M	0.0%	-1.5%	0.140%
11/15/2022	Public Employees Retirement System of Ohio	5,797	$2.95M	0.0%	-3.9%	0.003%
11/15/2022	Third Avenue Management LLC	37,095	$18.89M	3.7%	-2.2%	0.019%

11/15/2022	Trek Financial LLC	483	$0.25M	0.0%	-48.2%	0.000%
11/15/2022	UBS Asset Management Americas Inc.	53,557	$27.27M	0.0%	+11.8%	0.027%
11/15/2022	Vanguard Group Inc.	838,723	$427.09M	0.0%	+1.1%	0.428%
11/15/2022	Prelude Capital Management LLC	4,620	$2.35M	0.1%	N/A	0.002%
11/15/2022	Price T Rowe Associates Inc. MD	3,719	$1.89M	0.0%	+16.8%	0.002%
11/15/2022	Martingale Asset Management L P	16,443	$8.37M	0.2%	-1.7%	0.008%
11/15/2022	Ensign Peak Advisors Inc	5,245	$2.67M	0.0%	-41.2%	0.003%
11/15/2022	Ethic Inc.	1,898	$0.97M	0.1%	+80.2%	0.001%
11/15/2022	First Trust Advisors LP	15,397	$7.84M	0.0%	-7.0%	0.008%
11/15/2022	Bank of New York Mellon Corp	42,759	$21.77M	0.0%	+17.6%	0.022%

(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, 349 institutional investors and hedge funds held shares of U-Haul. The most heavily invested institutionals were Vanguard Group Inc. ($427.09M), BlackRock Inc. ($360.45M), Wellington Management Group LLP ($252.92M), State Street Corp ($139.33M), Hotchkis & Wiley Capital Management LLC ($59.28M), Reinhart Partners Inc. ($58.25M), and Schroder Investment Management Group ($57.38M).Learn more on UHAL's institutional investors.
What percentage of U-Haul stock is owned by institutional investors?: 8.56% 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 312 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: Yacktman Asset Management LP ($0.51M), Smead Capital Management Inc. ($0.44M), Millennium Management LLC ($0.41M), AustralianSuper Pty Ltd ($0.25M), Long Pond Capital LP ($0.17M), Voya Investment Management LLC ($0.14M), and First Trust Advisors LP ($0.13M).

How much institutional buying is happening at U-Haul?: Institutional investors have bought a total of 4,388,410 shares in the last 24 months. This purchase volume represents approximately $265.45M in transactions.
Which U-Haul major shareholders have been selling company stock?: Of the 206 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: Goldman Sachs Group Inc. ($0.15M), Abrams Capital Management L.P. ($0.13M), Allspring Global Investments Holdings LLC ($0.10M), Wellington Management Group LLP ($79.84K), Russell Investments Group Ltd. ($72.35K), JNE Partners LLP ($57.65K), and Prudential Financial Inc. ($55.59K).
How much institutional selling is happening at U-Haul?: Institutional investors have sold a total of 1,640,040 shares in the last 24 months. This volume of shares sold represents approximately $99.80M in transactions.

This page (NASDAQ:UHAL) was last updated on 3/30/2023 by MarketBeat.com Staff

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U-Haul - UHAL Institutional Ownership

UHAL Institutional Buying and Selling by Quarter

U-Haul Major Shareholders & Ownership History

UHAL Institutional Ownership - Frequently Asked Questions

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U-Haul - UHAL Institutional Ownership

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

UHAL Institutional Buying and Selling by Quarter

U-Haul Major Shareholders & Ownership History

UHAL Institutional Ownership - Frequently Asked Questions