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U-Haul (UHAL) Institutional Ownership

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$56.37 -1.02 (-1.78%)
Closing price 10/12/2026 03:59 PM Eastern
Extended Trading
$57.73 +1.36 (+2.42%)
As of 10/12/2026 07:30 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 Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for U-Haul (NYSE:UHAL)

Current
Institutional Ownership
Percentage
3.63%
Number of
Institutional Buyers
(last 12 months)
36
Total
Institutional Inflows
(last 12 months)
$42.81M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$22.02M
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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
9/9/2026Engineers Gate Manager LP11,072$725K0.0%+28.9%0.006%
8/6/2026State of Wyoming2,733$179K0.0%-65.2%0.001%
8/6/2026GSA Capital Partners LLP8,167$534K0.0%N/A0.004%
7/2/2026 CX Institutional863$56K0.0%N/A0.000%
5/16/2026Estuary Capital Management LP64,800$2.90M0.5%-80.9%0.033%
5/16/2026Maverick Capital Ltd.13,621$651K0.0%N/A0.007%
5/14/2026Renaissance Technologies LLC4,600$220K0.0%-91.3%0.002%
5/14/2026Caxton Associates LLP10,382$496K0.0%N/A0.005%
5/14/2026Inceptionr LLC14,840$709K0.2%N/A0.008%
5/14/2026State of Wyoming7,860$376K0.0%+215.2%0.004%
5/1/2026Sequoia Financial Advisors LLC4,917$235K0.0%-26.2%0.003%
2/23/2026Virtu Financial LLC34,159$1.72M0.1%+127.8%0.017%
2/18/2026Mercer Global Advisors Inc. ADV6,666$336K0.0%-26.0%0.003%
2/18/2026VARCOV Co.12,378$624K0.2%N/A0.006%
2/18/2026Tudor Investment Corp ET AL56,607$2.85M0.0%-40.7%0.029%
2/18/2026Old West Investment Management LLC153,350$7.73M1.4%+0.4%0.078%
2/18/2026Gotham Asset Management LLC33,935$1.71M0.0%+20.2%0.017%
2/18/2026Engineers Gate Manager LP21,451$1.08M0.0%+290.6%0.011%
2/17/2026ArrowMark Colorado Holdings LLC217,800$10.98M0.2%+38.0%0.111%
2/17/2026Trexquant Investment LP60,536$3.05M0.0%+219.7%0.031%
2/17/2026ExodusPoint Capital Management LP12,879$649K0.0%N/A0.007%
2/17/2026Cynosure Group LLC8,136$410K0.0%N/A0.004%
2/16/2026Verition Fund Management LLC24,417$1.23M0.0%-12.5%0.012%
2/13/2026Jacobs Levy Equity Management Inc.75,717$3.82M0.0%+111.0%0.039%
2/13/2026Ieq Capital LLC22,110$1.12M0.0%N/A0.011%
2/12/2026Orvieto Partners L.P.127,000$6.40M5.2%+8.7%0.065%
2/11/2026Clearbridge Investments LLC6,700$338K0.0%+28.8%0.003%
2/11/2026Deltroit Asset Management UK LLP102,793$5.18M0.8%N/A0.052%
2/11/2026State of Wyoming2,494$126K0.0%-17.5%0.001%
2/10/2026Carnegie Lake Advisors LLC7,545$380K0.1%-79.3%0.004%
2/5/2026Gabelli Funds LLC8,000$403K0.0%-76.6%0.004%
2/4/2026Versor Investments LP7,580$382K0.1%N/A0.004%
2/3/2026MGO One Seven LLC7,765$391K0.0%-7.2%0.004%
2/2/2026Mcdonald Partners LLC14,325$722K0.2%-1.4%0.007%
1/29/2026Inscription Capital LLC4,423$223K0.0%N/A0.002%
1/28/2026Legacy Capital Group California Inc.4,801$242K0.1%+4.4%0.002%
1/27/2026Optas LLC8,278$417K0.1%+100.4%0.004%
1/14/2026Net Worth Advisory Group4,915$248K0.1%-3.6%0.003%
1/1/2026Tudor Investment Corp ET AL95,393$5.44M0.0%+167.3%0.049%
12/9/2025Tudor Investment Corp ET AL95,393$5.44M0.0%+167.3%0.049%
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11/17/2025Jacobs Levy Equity Management Inc.35,887$2.05M0.0%-29.9%0.018%
11/17/2025Parkwood LLC135,872$7.75M0.7%+12.4%0.069%
11/17/2025Mercer Global Advisors Inc. ADV9,014$514K0.0%+171.4%0.005%
11/17/2025Gotham Asset Management LLC28,222$1.61M0.0%N/A0.014%
11/17/2025Brevan Howard Capital Management LP3,821$218K0.0%N/A0.002%
11/17/2025ArrowMark Colorado Holdings LLC157,800$9.01M0.2%+108.2%0.080%
11/14/2025Schonfeld Strategic Advisors LLC7,822$446K0.0%N/A0.004%
11/14/2025Virtu Financial LLC14,994$856K0.0%-18.7%0.008%
11/14/2025Occudo Quantitative Strategies LP6,118$349K0.0%N/A0.003%
11/14/2025Shay Capital LLC4,500$257K0.0%N/A0.002%
11/14/2025Two Sigma Investments LP174,120$9.94M0.0%+64.3%0.089%
11/13/2025FourThought Financial Partners LLC3,972$227K0.0%N/A0.002%
11/13/2025Legacy Capital Group California Inc.4,597$262K0.1%+13.6%0.002%
11/12/2025Mcdonald Partners LLC14,525$829K0.2%-2.0%0.007%
11/7/2025Redmont Wealth Advisors LLC5,854$334K0.5%N/A0.003%
11/5/2025Old West Investment Management LLC152,786$8.72M2.0%+6.9%0.078%
11/4/2025State of Wyoming3,023$173K0.0%N/A0.002%
11/3/2025Belpointe Asset Management LLC6,910$394K0.0%+11.6%0.004%
10/23/2025Asset Planning Inc6,480$370K0.2%-8.7%0.003%
10/15/2025Optas LLC4,131$236K0.0%N/A0.002%
10/15/2025Net Worth Advisory Group5,101$291K0.1%N/A0.003%
8/27/2025Squarepoint Ops LLC10,801$654K0.0%N/A0.006%
8/14/2025Parkwood LLC120,908$7.32M0.6%+2.0%0.062%
8/8/2025Old West Investment Management LLC142,984$8.66M2.9%+5.5%0.073%
8/5/2025Versor Investments LP13,865$840K0.1%+116.6%0.007%
7/22/2025Belpointe Asset Management LLC6,189$375K0.0%+15.8%0.003%
7/21/2025Ameritas Advisory Services LLC550$33K0.0%N/A0.000%
7/10/2025Oliver Lagore Vanvalin Investment Group10,324$675K0.2%N/A0.005%
5/20/2025Belpointe 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%
5/9/2025Legacy 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%
4/16/2025Opal 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%
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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%


UHAL Institutional Ownership - Frequently Asked Questions

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), ArrowMark Colorado Holdings LLC ($10.98M), Two Sigma Investments LP ($9.94M), Two Sigma Advisers LP ($8.14M), Parkwood LLC ($7.75M), Old West Investment Management LLC ($7.73M), and Orvieto Partners L.P. ($6.40M).Learn more on U-Haul's institutional investors.

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

Of the 57 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), ArrowMark Colorado Holdings LLC ($142K), Two Sigma Investments LP ($135.91K), Tudor Investment Corp ET AL ($119.40K), Deltroit Asset Management UK LLP ($102.79K), Two Sigma Advisers LP ($85.40K), and Trexquant Investment LP ($57.75K).

Institutional investors have bought a total of 798,676 shares in the last 24 months. This purchase volume represents approximately $42.81M in transactions.

Of the 15 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: Estuary Capital Management LP ($275.05K), Renaissance Technologies LLC ($48.10K), Tudor Investment Corp ET AL ($38.79K), Carnegie Lake Advisors LLC ($28.91K), Gabelli Funds LLC ($26.17K), Jacobs Levy Equity Management Inc. ($15.33K), and State of Wyoming ($5.66K).

Institutional investors have sold a total of 450,929 shares in the last 24 months. This volume of shares sold represents approximately $22.02M in transactions.


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Institutional ownership data for NYSE:UHAL is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
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