Who Owns U-Haul Series N Non-Voting Stock?
NYSE: UHAL.BIndustrialsRental & Leasing ServicesUSD
At close: Oct 8, 4:00 PM ET · Delayed 15 min
Pre-market: 51.33 +0.94%
Ownership breakdown
- Held by institutions
- 36.95%
- Held by insiders
- 43.13%
- Institutional holders
- 426
- Institutions 37.0%
- Insiders 43.1%
- Public and other 19.9%
Who owns U-Haul Series N Non-Voting stock?
Institutional investors own about 37.0% of U-Haul Series N Non-Voting's shares, spread across 426 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 43.13% of UHAL.B.
The largest institutional holders are Yacktman Asset Management Lp (3.54%), Dimensional Fund Advisors LP (2.68%) and Blackrock Inc. (2.63%). Together, the top 10 institutions control 21.5% of shares outstanding. In their latest filings, 4 of the top 10 institutions increased their UHAL.B positions and 5 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of UHAL.B
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Yacktman Asset Management Lp | 6.20M | 3.54% | +2.5% |
| Dimensional Fund Advisors LP | 4.70M | 2.68% | +9.1% |
| Blackrock Inc. | 4.61M | 2.63% | +0.0% |
| Vanguard Capital Management LLC | 4.40M | 2.51% | -0.1% |
| FMR, LLC | 4.22M | 2.41% | -6.8% |
| Vanguard Portfolio Management LLC | 3.77M | 2.15% | -2.0% |
| Abrams Capital Management, L.P. | 3.25M | 1.86% | 0.0% |
| Hotchkis & Wiley Capital Management, LLC | 2.47M | 1.41% | -22.1% |
| Smead Capital Management, Inc. | 2.03M | 1.16% | -5.4% |
| Reinhart Partners, LLC | 1.95M | 1.11% | +6.4% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of UHAL.B
| Fund | Shares | % Held |
|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 2.98M | 1.70% |
| AMG Funds-AMG Yacktman Fund | 2.95M | 1.68% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | 2.22M | 1.27% |
| Smead Funds Trust-Smead Value Fund | 1.68M | 0.96% |
| AMG Funds-AMG Yacktman Focused Fund | 1.64M | 0.94% |
| Fidelity Devonshire TRT-Fidelity Series Stock Selector Large Cap Value | 1.62M | 0.92% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | 1.41M | 0.80% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 1.24M | 0.71% |
| Fidelity Capital Trust-Fidelity Value Fund | 1.06M | 0.60% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | 538.34K | 0.31% |
Frequently asked questions
Who is the largest shareholder of U-Haul Series N Non-Voting?
Yacktman Asset Management Lp is the largest institutional shareholder of UHAL.B, owning 3.54% of shares outstanding (6.20M shares) as of its latest 13F filing.
What percentage of U-Haul Series N Non-Voting is owned by institutions?
Institutions own about 37.0% of UHAL.B shares and 65.0% of the public float.
How much of U-Haul Series N Non-Voting do insiders own?
Insiders, such as officers and directors, own about 43.13% of UHAL.B shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.