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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)
34
Total
Institutional Inflows
(last 12 months)
$36.13M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$24.83M
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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
4/22/2024 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%
2/16/2024GSA 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%
2/9/2024Balboa 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%
2/5/2024Intellectus Partners LLC5,696$409K0.1%+19.0%0.003%
2/2/2024Motley Fool Asset Management LLC3,074$221K0.0%N/A0.002%
1/31/2024 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%
1/30/2024Harel 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%
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%
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%
10/30/2023 Mcdonald Partners LLC16,325$891K0.3%+7.2%0.008%
10/30/2023Barnett & Company Inc.13,810$754K0.6%N/A0.007%
10/30/2023Harel 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%
10/25/2023Intellectus Partners LLC4,786$261K0.1%+7.3%0.002%
10/24/2023 Cambridge Investment Research Advisors Inc.3,786$207K0.0%N/A0.002%
10/20/2023Lodestone Wealth Management LLC4,242$231K0.2%N/A0.002%
10/11/2023 Lakewood Asset Management LLC4,314$235K0.2%-90.4%0.002%
10/10/2023FNY Investment Advisers LLC3,500$190K0.1%+16.7%0.002%
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10/10/2023 First Hawaiian Bank4,682$255K0.0%+12.8%0.002%
8/14/2023Old West Investment Management LLC174,474$9.65M5.1%+31.7%0.089%
8/14/2023WINTON GROUP Ltd10,518$582K0.0%-57.7%0.005%
8/11/2023Cibc World Market Inc.38,626$2.14M0.0%+22.3%0.020%
8/11/2023Campbell & CO Investment Adviser LLC10,076$557K0.1%N/A0.005%
8/9/2023BNP Paribas Arbitrage SNC14,256$789K0.0%-50.2%0.007%
8/7/2023Versor Investments LP7,488$414K0.1%N/A0.004%
8/3/2023Headlands Technologies LLC592$33K0.0%N/A0.000%
7/31/2023Intellectus 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%
7/11/2023FNY Investment Advisers LLC3,000$165K0.2%N/A0.002%
7/10/2023SG Americas Securities LLC2,521$139K0.0%-56.5%0.001%
7/7/2023 First Hawaiian Bank4,152$230K0.0%N/A0.002%
6/20/2023Oliver Lagore Vanvalin Investment Group3,987$238K0.1%N/A0.002%
5/25/2023Brandywine Global Investment Management LLC12,535$748K0.0%-19.3%0.006%
5/15/2023XTX Topco Ltd9,249$552K0.1%-72.0%0.005%
5/12/2023Bruce & Co. Inc.74,764$4.46M1.2%-0.4%0.038%
5/12/2023HRT Financial LP41,606$2.48M0.0%N/A0.021%
5/12/2023Brandywine Global Investment Management LLC12,535$748K0.0%-19.3%0.006%
5/12/2023Smead Capital Management Inc.578,055$34.48M0.7%-0.2%0.295%
5/12/2023Ethic Inc.7,538$439K0.0%+23.6%0.004%
5/12/2023Dark Forest Capital Management LP1,949$116K0.0%N/A0.001%
5/12/2023Aviva PLC20,576$1.23M0.0%-60.7%0.010%
5/11/2023EverSource Wealth Advisors LLC37,469$2.24M0.3%+4,480.6%0.019%
5/11/2023Artisan Partners Limited Partnership169,508$10.11M0.0%-6.7%0.086%
5/10/2023Connor Clark & Lunn Investment Management Ltd.1,182$71K0.0%+42.2%0.001%
5/9/2023Tower Research Capital LLC TRC1,514$91K0.0%+760.2%0.001%
5/9/2023Fore Capital LLC5,000$298K0.2%N/A0.003%
5/8/2023Old West Investment Management LLC132,434$7.90M4.3%N/A0.068%
5/8/2023Yacktman 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%
5/4/2023Barclays PLC5,525$330K0.0%+248.4%0.003%
5/4/2023Skylands Capital LLC2,620$156K0.0%-43.9%0.001%
5/2/2023Financial Counselors Inc.15,345$915K0.0%+1.3%0.008%
5/2/2023Victory Capital Management Inc.85,512$5.10M0.0%+106.3%0.044%
5/2/2023 Amalgamated Bank1,506$90K0.0%-49.8%0.001%
5/2/2023Harel Insurance Investments & Financial Services Ltd.3,887$232K0.0%-14.2%0.002%
4/28/2023SG Americas Securities LLC5,789$345K0.0%-38.1%0.003%
4/24/2023 DekaBank Deutsche Girozentrale5,393$308K0.0%-15.6%0.003%
4/20/2023Mraz 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%
4/14/2023AE 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%
3/15/2023B. 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%
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2/28/2023Voya Investment Management LLC146,034$8.79M0.0%+6,944.6%0.074%
2/14/2023Kerrisdale Advisers LLC19,039$1.15M0.3%+313.1%0.010%
2/13/2023DigitalBridge Group Inc.47,340$2.85M0.4%+64.1%0.024%
2/13/2023Harspring Capital Management LLC83,000$5.00M1.3%-3.5%0.042%
2/13/2023GSA Capital Partners LLP15,790$950K0.1%N/A0.008%
2/10/2023Smead Capital Management Inc.579,446$34.88M0.7%+206.8%0.296%
2/10/2023Abrams Capital Management L.P.407,027$24.50M0.9%-3.8%0.208%
2/10/2023Aviva PLC52,372$17.03M0.1%+231.5%0.027%
2/10/2023Franklin Resources Inc.16,725$1.01M0.0%N/A0.009%
2/10/2023O Shaughnessy Asset Management LLC822$49K0.0%+54.2%0.000%
(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, 213 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 APG Asset Management N.V. ($30.15M).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 155 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), Yacktman Asset Management LP ($307.74K), AustralianSuper Pty Ltd ($231.70K), Old West Investment Management LLC ($176.24K), Voya Investment Management LLC ($143.96K), First Trust Advisors LP ($127.51K), and Parkwood LLC ($84.41K).

How much institutional buying is happening at U-Haul?

Institutional investors have bought a total of 2,344,673 shares in the last 24 months. This purchase volume represents approximately $138.62M in transactions.

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

Of the 117 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 791,993 shares in the last 24 months. This volume of shares sold represents approximately $46.01M in transactions.


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This page (NASDAQ:UHAL) was last updated on 4/25/2024 by MarketBeat.com Staff

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