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U-Haul (UHAL) Institutional Ownership

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$65.54 -0.18 (-0.27%)
As of 05/14/2025 03:51 PM Eastern

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)
$46.41M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$13.45M
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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
5/14/2025Old West Investment Management LLC135,509$8.86M3.2%+1.5%0.069%
5/13/2025 Versor Investments LP6,400$418K0.1%+100.0%0.003%
5/12/2025 Barnett & Company Inc.12,850$840K0.7%-8.5%0.007%
5/12/2025 Virtu Financial LLC12,610$824K0.0%N/A0.006%
5/9/2025 Legacy Capital Group California Inc.3,795$248K0.1%+12.2%0.002%
4/29/2025 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%
2/14/2025 Lord Abbett & CO. LLC300,000$20.73M0.1%+33.9%0.153%
2/14/2025 MGO 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%
2/11/2025 Semanteon Capital Management LP9,326$644K0.3%N/A0.005%
2/7/2025 Investors Research Corp500$35K0.0%-50.0%0.000%
2/5/2025 Versor 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%
1/30/2025 Asset 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%
12/13/2024 Lord Abbett & CO. LLC224,036$17.36M0.1%N/A0.114%
11/15/2024 XTX Topco Ltd3,807$295K0.0%-25.8%0.002%
11/15/2024 Motley 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%
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11/13/2024BNP Paribas Financial Markets2,370$184K0.0%-16.0%0.001%
11/8/2024 Anthracite Investment Company Inc.3,473$269K0.1%N/A0.002%
11/6/2024 Intellectus Partners LLC5,340$414K0.1%+5.4%0.003%
11/5/2024 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%
10/29/2024 Lodestone Wealth Management LLC4,407$341K0.2%+5.6%0.002%
10/25/2024 Childress Capital Advisors LLC5,000$387K0.1%N/A0.003%
10/23/2024 Legacy 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%
8/14/2024 Applied 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%
8/1/2024 Versor Investments LP10,988$678K0.1%+66.9%0.006%
7/26/2024 State 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%
5/13/2024 Clearbridge Investments LLC5,300$358K0.0%N/A0.003%
5/8/2024 Motley 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%
5/2/2024 Applied Fundamental Research LLC54,279$3.67M2.7%-2.3%0.028%
5/1/2024BNP Paribas Financial Markets11,893$803K0.0%-14.6%0.006%
5/1/2024 Applied 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%
4/22/2024 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%
4/15/2024Mcdonald 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%
2/9/2024 Balboa Wealth Partners2,985$214K0.1%N/A0.002%
2/7/2024BNP Paribas Financial Markets13,927$1M0.0%-10.1%0.007%
2/7/2024 Versor Investments LP5,935$426K0.1%-40.9%0.003%
2/5/2024 Intellectus Partners LLC5,696$409K0.1%+19.0%0.003%
2/2/2024 Motley 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%
URGENT: Someone's Moving Gold Out of London... (Ad)

People who don’t understand the gold market are about to lose a lot of money. Unfortunately, most so-called “gold analysts” have it all wrong… They tell you to invest in gold ETFs - because the popular mining ETFs will someday catch fire and close the price gap with spot gold.

Go here to learn about my Top Four picks for the coming bull mania.
11/17/2023Jacobs Levy Equity Management Inc.62,108$3.39M0.0%N/A0.032%
11/15/2023 GSA 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%
11/8/2023 HighTower Advisors LLC6,515$359K0.0%+15.9%0.003%
11/6/2023 Versor Investments LP10,045$548K0.1%+34.1%0.005%
11/3/2023 MGO One Seven LLC13,082$714K0.1%+3.1%0.007%
(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, 66 institutional investors and hedge funds held shares of U-Haul. The most heavily invested institutionals were Lord Abbett & CO. LLC ($20.73M), Parkwood LLC ($9.03M), Old West Investment Management LLC ($8.86M), Two Sigma Advisers LP ($8.14M), Two Sigma Investments LP ($7.81M), Voloridge Investment Management LLC ($5.96M), and ArrowMark Colorado Holdings LLC ($5.87M).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 45 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), 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 995,575 shares in the last 24 months. This purchase volume represents approximately $67.75M in transactions.

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

Of the 31 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), XTX Topco Ltd ($25.16K), and BNP Paribas Arbitrage SNC ($14.36K).

How much institutional selling is happening at U-Haul?

Institutional investors have sold a total of 478,504 shares in the last 24 months. This volume of shares sold represents approximately $32.39M in transactions.



This page (NASDAQ:UHAL) was last updated on 5/15/2025 by MarketBeat.com Staff
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