U-Haul Holding Co (UHAL.B) shareholders
UHAL.BNYSEServices-Auto Rental & Leasing (No Drivers)Fiscal year ends March 31Also trades as UHAL
Financials through Q1 FY2027, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 5, 2026Score 2/3049% above fair value
$50.11+1.50 (+3.09%)
Close on Oct 29, 2026Market cap $8.61BP/E –Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
36.3%
64M of 175M shares
Institutional holders
333
63 new, 24 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of UHAL.B | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Yacktman Asset Management LP | 6,197,210 | 3.54% | $357.58M | +148,879 | 4.42% |
| Dimensional Fund Advisors LP | 4,703,268 | 2.68% | $271.40M | +393,350 | 0.05% |
| BlackRock, Inc. | 4,612,533 | 2.63% | $266.14M | +1,684 | 0.00% |
| Vanguard Capital Management LLC | 4,400,067 | 2.51% | $253.88M | −5,987 | 0.01% |
| FMR LLC | 4,216,288 | 2.41% | $243.28M | −306,611 | 0.01% |
| Vanguard Portfolio Management LLC | 3,768,481 | 2.15% | $217.44M | −75,680 | 0.01% |
| Abrams Capital Management, L.P. | 3,251,469 | 1.86% | $187.61M | – | 3.42% |
| Hotchkis & Wiley Capital Management LLC | 2,470,586 | 1.41% | $142.55M | −700,543 | 0.42% |
| Smead Capital Management, Inc. | 2,031,260 | 1.16% | $117.20M | −115,165 | 2.51% |
| Reinhart Partners, LLC. | 1,951,075 | 1.11% | $112.58M | +118,057 | 2.57% |
| State Street Corp | 1,947,020 | 1.11% | $112.34M | +47,887 | 0.00% |
| Geode Capital Management, LLC | 1,753,727 | 1.00% | $101.22M | −38,282 | 0.01% |
| D. E. Shaw & Co., Inc. | 1,272,655 | 0.73% | $73.43M | +262,166 | 0.03% |
| Norges Bank | 1,010,271 | 0.58% | $58.29M | New | 0.01% |
| Thompson Siegel & Walmsley LLC | 934,250 | 0.53% | $53.91M | −473,997 | 0.97% |
| Charles Schwab Investment Management Inc | 856,339 | 0.49% | $49.41M | +16,145 | 0.01% |
| Scharf Investments, LLC | 821,423 | 0.47% | $47.40M | −67,518 | 1.57% |
| State Of Wisconsin Investment Board | 755,372 | 0.43% | $43.58M | +446,304 | 0.09% |
| Qube Research & Technologies Ltd | 671,246 | 0.38% | $38.73M | +409,675 | 0.04% |
| Vanguard Fiduciary Trust Co | 630,447 | 0.36% | $36.38M | +8,419 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 333 | 64M | 36.3% | 63 / 109 | 106 / 24 | 6M | 5M |
| Q1 2026 | 297 | 63M | 35.9% | 38 / 114 | 97 / 48 | 14M | 6M |
| Q4 2025 | 313 | 64M | 36.4% | 49 / 96 | 128 / 70 | 5M | 6M |
| Q3 2025 | 336 | 65M | 37.2% | 50 / 109 | 121 / 34 | 5M | 4M |
| Q2 2025 | 323 | 64M | 36.7% | 34 / 130 | 108 / 30 | 3M | 3M |
| Q1 2025 | 324 | 65M | 36.8% | 39 / 117 | 108 / 24 | 4M | 4M |
| Q4 2024 | 314 | 64M | 36.6% | 47 / 105 | 106 / 20 | 6M | 5M |
| Q3 2024 | 292 | 64M | 36.3% | 42 / 106 | 87 / 28 | 8M | 3M |
| Q2 2024 | 282 | 64M | 36.6% | 35 / 116 | 82 / 35 | 3M | 3M |
| Q1 2024 | 285 | 64M | 36.8% | 30 / 88 | 108 / 24 | 3M | 2M |
| Q4 2023 | 281 | 64M | 36.4% | 44 / 94 | 95 / 13 | 3M | 2M |
| Q3 2023 | 252 | 63M | 35.9% | 18 / 89 | 84 / 43 | 5M | 4M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
254 funds held UHAL.B in Q2 2026, 39% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of UHAL.B | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 2,981,916 | 1.70% | $172.06M | 0.01% | Jun 30, 2026 |
| AMG Yacktman Fund | 2,950,000 | 1.68% | $170.22M | 2.34% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 2,220,853 | 1.27% | $128.14M | 0.07% | Jun 30, 2026 |
| Smead Value Fund | 1,684,940 | 0.96% | $87.65M | 2.26% | May 29, 2026 |
| Fidelity Series Stock Selector Large Cap Value Fund | 1,653,824 | 0.94% | $103.50M | 0.60% | Jul 31, 2026 |
| AMG Yacktman Focused Fund | 1,640,000 | 0.94% | $94.63M | 3.07% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 1,409,874 | 0.80% | $81.35M | 0.12% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 1,242,031 | 0.71% | $71.67M | 0.07% | Jun 30, 2026 |
| Fidelity Value Fund | 1,058,725 | 0.60% | $66.26M | 0.63% | Jul 31, 2026 |
| Fidelity Extended Market Index Fund | 554,791 | 0.32% | $28.86M | 0.07% | May 31, 2026 |
| Dimensional U.S. Targeted Value ETF | 509,645 | 0.29% | $31.89M | 0.22% | Jul 31, 2026 |
| U.S. Targeted Value Portfolio | 501,260 | 0.29% | $31.37M | 0.19% | Jul 31, 2026 |
| Hotchkis and Wiley Small Cap Value Fund | 455,500 | 0.26% | $26.28M | 3.23% | Jun 30, 2026 |
| iShares Russell Mid-Cap ETF | 415,338 | 0.24% | $23.97M | 0.04% | Jun 30, 2026 |
| The U.S. Large Cap Value Series | 411,843 | 0.24% | $25.77M | 0.08% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Edward J. Shoen | President, Director, 10% owner | 84,542,105 | 48.26% | Sep 22, 2025 |
| John P. Brogan | Director | 40,987 | 0.02% | Feb 19, 2025 |
| Respino Laurence J. De | – | 1,727 | 0.00% | Jan 16, 2026 |
| Mark V. Shoen | 10% owner | 83,677,882 | 47.77% | Nov 21, 2025 |
| Blackwater Investments, Inc. | 10% owner | – | – | Sep 22, 2025 |
| Holding Corp Sac | 10% owner | – | – | Sep 22, 2025 |
| Grove Holdings LP Willow | 10% owner | 77,470,376 | 44.23% | Sep 22, 2025 |
| Road LLC Foster | 10% owner | 16,618,569 | 9.49% | Sep 22, 2025 |
| Clarendon Strategies, LLC | 10% owner | 70,162,483 | 40.05% | Sep 22, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Mark V. Shoen 10% owner | Nov 20, 2025 | Gift | −4,578 | – | – | 186,013 |
| Road LLC Foster 10% owner | Sep 18, 2025 | Buy | +229,515 | – | – | 8,150,658 |
| Edward J. Shoen President, Director, 10% owner | Sep 18, 2025 | Buy | +229,515 | – | – | 8,150,658 |
| Mark V. Shoen 10% owner | Sep 18, 2025 | Other | −229,515 | – | – | 425,196 |
| Mark V. Shoen 10% owner | Sep 18, 2025 | Buy | +229,515 | – | – | 8,150,658 |
| Mark V. Shoen 10% owner | Feb 26, 2025 | Sale(10b5-1 plan) | −12,500 | $65.03 | $812.88K | 654,711 |
| Mark V. Shoen 10% owner | Feb 21, 2025 | Sale(10b5-1 plan) | −97 | $65.33 | $6.34K | 667,403 |
| Mark V. Shoen 10% owner | Feb 21, 2025 | Sale(10b5-1 plan) | −192 | $66.03 | $12.68K | 667,211 |
| Mark V. Shoen 10% owner | Feb 20, 2025 | Sale(10b5-1 plan) | −12,377 | $65.86 | $815.15K | 667,623 |
| Mark V. Shoen 10% owner | Feb 20, 2025 | Sale(10b5-1 plan) | −123 | $66.40 | $8.17K | 667,500 |
| John P. Brogan Director | Feb 18, 2025 | Sale | −3,000 | $67.04 | $201.12K | 40,987 |
| Mark V. Shoen 10% owner | Dec 18, 2024 | Gift | −752 | – | – | 190,591 |
| Mark V. Shoen 10% owner | Dec 16, 2024 | Gift | −1,520 | – | – | 191,343 |
| Mark V. Shoen 10% owner | Aug 16, 2024 | Other | +680,000 | – | – | 680,000 |
| Mark V. Shoen 10% owner | Aug 16, 2024 | Other | −680,000 | – | – | 67,253,456 |
| Road LLC Foster 10% owner | Aug 16, 2024 | Other | −680,000 | – | – | 67,253,456 |
| Edward J. Shoen President, Director, 10% owner | Aug 16, 2024 | Other | −680,000 | – | – | 67,253,456 |
| Douglas Anthony Ducey – | Mar 1, 2024 | Buy | +100 | $64.24 | $6.42K | 100 |
| John P. Brogan Director | Feb 22, 2024 | Sale | −803 | $64.32 | $51.65K | 45,929 |
| John P. Brogan Director | Feb 22, 2024 | Sale | −255 | $64.32 | $16.40K | 46,732 |
| John P. Brogan Director | Feb 22, 2024 | Sale | −1,942 | $64.32 | $124.91K | 43,987 |
| Mark V. Shoen 10% owner | Nov 16, 2023 | Other | −132,500 | – | – | 67,933,456 |
| Mark V. Shoen 10% owner | Nov 16, 2023 | Buy | +132,500 | $52.43 | $6.95M | 192,863 |
| Mark V. Shoen 10% owner | Nov 16, 2023 | Sale | −132,500 | $52.43 | $6.95M | 0 |
| Mark V. Shoen 10% owner | Nov 16, 2023 | Other | +132,500 | – | – | 132,500 |
| Clarendon Strategies, LLC 10% owner | Nov 16, 2023 | Other | −132,500 | – | – | 67,933,456 |
| Edward J. Shoen President, Director, 10% owner | Nov 16, 2023 | Other | −132,500 | – | – | 67,933,456 |
| Karl A. Schmidt Director | Jun 13, 2023 | Buy | +500 | $49.52 | $24.76K | 24,000 |
| Karl A. Schmidt Director | Jun 13, 2023 | Buy | +500 | $49.61 | $24.81K | 23,500 |
| Karl A. Schmidt Director | Jun 13, 2023 | Buy | +500 | $49.65 | $24.83K | 23,000 |
| Edward J. Shoen President, Director, 10% owner | Mar 23, 2023 | Buy | +24,900 | $56.41 | $1.40M | 24,900 |
| Road LLC Foster 10% owner | Mar 23, 2023 | Buy | +24,900 | $56.41 | $1.40M | 24,900 |
| Mark V. Shoen 10% owner | Mar 23, 2023 | Buy | +24,900 | $56.41 | $1.40M | 24,900 |
| John P. Brogan Director | Feb 15, 2023 | Sale | −3,000 | $58.69 | $176.07K | 46,987 |
| John P. Brogan Director | Jan 3, 2023 | Buy | +36.53 | $54.69 | $2.00K | 49,987 |
| Richard Jay Herrera Director | Dec 8, 2022 | Buy | +90 | $61.67 | $5.55K | 90 |
| Richard Jay Herrera Director | Dec 8, 2022 | Buy | +90 | $61.90 | $5.57K | 90 |
| Mark V. Shoen 10% owner | Dec 8, 2022 | Buy | +27,029 | $64.87 | $1.75M | 1,236,029 |
| Mark V. Shoen 10% owner | Dec 8, 2022 | Buy | +42,302 | $65.68 | $2.78M | 1,278,331 |
| Mark V. Shoen 10% owner | Dec 8, 2022 | Buy | +45,669 | $66.17 | $3.02M | 1,324,000 |
| Edward J. Shoen President, Director, 10% owner | Dec 8, 2022 | Buy | +45,669 | $66.18 | $3.02M | 1,324,000 |
| Edward J. Shoen President, Director, 10% owner | Dec 8, 2022 | Buy | +42,302 | $65.66 | $2.78M | 1,278,331 |
| Edward J. Shoen President, Director, 10% owner | Dec 8, 2022 | Buy | +27,029 | $64.87 | $1.75M | 1,236,029 |
| Road LLC Foster 10% owner | Dec 8, 2022 | Buy | +45,669 | $66.18 | $3.02M | 1,324,000 |
| Road LLC Foster 10% owner | Dec 8, 2022 | Buy | +42,302 | $65.66 | $2.78M | 1,278,331 |
| Road LLC Foster 10% owner | Dec 8, 2022 | Buy | +27,029 | $64.87 | $1.75M | 1,236,029 |
| Mark V. Shoen 10% owner | Dec 7, 2022 | Buy | +96,087 | $64.52 | $6.20M | 1,206,800 |
| Mark V. Shoen 10% owner | Dec 7, 2022 | Buy | +2,200 | $65.00 | $143.00K | 1,209,000 |
| Mark V. Shoen 10% owner | Dec 7, 2022 | Buy | +35,013 | $63.78 | $2.23M | 1,110,713 |
| Edward J. Shoen President, Director, 10% owner | Dec 7, 2022 | Buy | +35,013 | $63.82 | $2.23M | 1,110,713 |
| Edward J. Shoen President, Director, 10% owner | Dec 7, 2022 | Buy | +2,200 | $65.00 | $143.00K | 1,209,000 |
| Edward J. Shoen President, Director, 10% owner | Dec 7, 2022 | Buy | +96,087 | $64.54 | $6.20M | 1,206,800 |
| Road LLC Foster 10% owner | Dec 7, 2022 | Buy | +96,087 | $64.54 | $6.20M | 1,206,800 |
| Road LLC Foster 10% owner | Dec 7, 2022 | Buy | +35,013 | $63.82 | $2.23M | 1,110,713 |
| Road LLC Foster 10% owner | Dec 7, 2022 | Buy | +2,200 | $65.00 | $143.00K | 1,209,000 |
| Clarendon Strategies, LLC 10% owner | Nov 30, 2022 | Buy | +20,800 | $61.88 | $1.29M | 1,074,800 |
| Clarendon Strategies, LLC 10% owner | Nov 30, 2022 | Buy | +900 | $62.00 | $55.80K | 1,075,700 |
| Mark V. Shoen 10% owner | Nov 30, 2022 | Buy | +900 | $62.00 | $55.80K | 1,075,700 |
| Mark V. Shoen 10% owner | Nov 30, 2022 | Buy | +20,800 | $61.88 | $1.29M | 1,074,800 |
| Edward J. Shoen President, Director, 10% owner | Nov 30, 2022 | Buy | +900 | $62.00 | $55.80K | 1,075,700 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 15, 2026 (FINRA, reported twice a month)
Short % of shares outstanding
–
1M shares short
Days to cover
3.5
At 0M shares a day
Change since last report
+19.8%
From 1M shares
Short volume, 20 days
36.6%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of U-Haul's stock actually held short. Settlement fails (shares not delivered on time) peaked at 2,819 shares on Aug 4, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Mark V. Shoen 10% Stockholder | Feb 20, 2025 | 587,500 | $39.63M | Feb 20, 2025 | Distribution from Partnership |
| John P. Brogan Director | Feb 18, 2025 | 3,000 | $200.88K | Feb 18, 2025 | Voting Dividend |
| John P. Brogan Director | Feb 22, 2024 | 3,000 | $193.17K | Feb 22, 2024 | Dividend Spinoff |