UHALNYSEServices-Auto Rental & Leasing (No Drivers)Fiscal year ends March 31Also trades as UHAL.B
U-Haul Holding Co /NV/
Financials through Q1 FY2027, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 5, 2026
$55.61−1.41 (-2.47%)
Close on Oct 19, 2026
- Market cap
- $10.89B
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
47.1%
9M of 19M shares
Institutional holders
226
51 new, 24 sold out
Net institutional buying
2M
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 | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 664,394 | 3.46% | $43.48M | +154,297 | 0.01% |
| Two Sigma Investments, LP | 583,933 | 3.04% | $38.21M | +374,649 | 0.03% |
| Norges Bank | 546,476 | 2.84% | $35.76M | New | 0.00% |
| D. E. Shaw & Co., Inc. | 489,815 | 2.55% | $32.05M | +197,537 | 0.02% |
| BlackRock, Inc. | 478,754 | 2.49% | $31.33M | +4,507 | 0.00% |
| Vanguard Capital Management LLC | 425,551 | 2.21% | $27.85M | +20,851 | 0.00% |
| Millennium Management LLC | 415,461 | 2.16% | $27.19M | +94,174 | 0.01% |
| Scharf Investments, LLC | 412,078 | 2.14% | $26.97M | +90,076 | 0.89% |
| Vanguard Portfolio Management LLC | 360,569 | 1.88% | $23.60M | +5,967 | 0.00% |
| Jacobs Levy Equity Management, Inc | 351,018 | 1.83% | $22.97M | +119,383 | 0.08% |
| Quantinno Capital Management LP | 327,776 | 1.70% | $21.45M | +83,479 | 0.03% |
| Yacktman Asset Management LP | 325,376 | 1.69% | $21.29M | +7 | 0.26% |
| Gotham Asset Management, LLC | 221,815 | 1.15% | $14.52M | +178,329 | 0.03% |
| State Street Corp | 206,087 | 1.07% | $13.49M | +29,573 | 0.00% |
| Trexquant Investment LP | 205,093 | 1.07% | $13.42M | +163,698 | 0.08% |
| Citadel Advisors LLC | 162,159 | 0.84% | $10.61M | +94,413 | 0.00% |
| Hrt Financial LP | 159,876 | 0.83% | $10.46K | +49,234 | 0.00% |
| ArrowMark Colorado Holdings LLC | 155,000 | 0.81% | $10.14M | −28,800 | 0.42% |
| Morgan Stanley | 133,187 | 0.69% | $8.72M | −46,359 | 0.00% |
| Geode Capital Management, LLC | 128,215 | 0.67% | $8.39M | −20,766 | 0.00% |
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 | 226 | 9M | 47.1% | 51 / 78 | 50 / 24 | 3M | 1M |
| Q1 2026 | 203 | 7M | 38.0% | 37 / 58 | 63 / 29 | 2M | 2M |
| Q4 2025 | 202 | 8M | 39.3% | 33 / 69 | 63 / 36 | 2M | 2M |
| Q3 2025 | 209 | 7M | 37.0% | 36 / 58 | 70 / 37 | 1M | 2M |
| Q2 2025 | 212 | 8M | 42.6% | 30 / 60 | 71 / 28 | 2M | 1M |
| Q1 2025 | 212 | 7M | 38.5% | 31 / 67 | 57 / 17 | 1M | 1M |
| Q4 2024 | 202 | 8M | 39.7% | 30 / 61 | 68 / 27 | 1M | 1M |
| Q3 2024 | 200 | 7M | 37.5% | 39 / 59 | 54 / 21 | 1M | 1M |
| Q2 2024 | 186 | 7M | 37.2% | 20 / 62 | 62 / 31 | 1M | 1M |
| Q1 2024 | 198 | 7M | 39.0% | 26 / 56 | 71 / 22 | 1M | 1M |
| Q4 2023 | 194 | 7M | 37.1% | 33 / 51 | 79 / 15 | 1M | 1M |
| Q3 2023 | 177 | 7M | 38.8% | 15 / 56 | 71 / 30 | 1M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of UHAL | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 373,355 | 1.94% | $24.43M | 0.00% | Jun 30, 2026 |
| AMG Yacktman Fund | 300,000 | 1.56% | $19.63M | 0.27% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 207,613 | 1.08% | $13.59M | 0.01% | Jun 30, 2026 |
| Meridian Contrarian Fund | 155,000 | 0.81% | $10.14M | 1.49% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 145,494 | 0.76% | $10.32M | 0.05% | Jul 31, 2026 |
| Vanguard Small-Cap Value Index Fund | 128,340 | 0.67% | $8.40M | 0.01% | Jun 30, 2026 |
| Dimensional US Small Cap Value ETF | 83,557 | 0.43% | $5.93M | 0.07% | Jul 31, 2026 |
| Bridge Builder Small/Mid Cap Growth Fund | 80,586 | 0.42% | $5.27M | 0.05% | Jun 30, 2026 |
| Bruce Fund | 68,000 | 0.35% | $4.45M | 1.18% | Jun 30, 2026 |
| U.S. Targeted Value Portfolio | 67,680 | 0.35% | $4.80M | 0.03% | Jul 31, 2026 |
| Dimensional U.S. Targeted Value ETF | 61,956 | 0.32% | $4.39M | 0.03% | Jul 31, 2026 |
| Dimensional U.S. Small Cap ETF | 45,904 | 0.24% | $3.26M | 0.02% | Jul 31, 2026 |
| U.S. Small Cap Portfolio | 41,530 | 0.22% | $2.94M | 0.01% | Jul 31, 2026 |
| Dimensional U.S. Core Equity 2 ETF | 37,628 | 0.20% | $2.67M | 0.01% | Jul 31, 2026 |
| iShares Russell Mid-Cap ETF | 33,039 | 0.17% | $2.16M | 0.00% | Jun 30, 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 | 439.76% | Sep 22, 2025 |
| John P. Brogan | Director | 40,987 | 0.21% | Feb 19, 2025 |
| Respino Laurence J. De | – | 1,727 | 0.01% | Jan 16, 2026 |
| Mark V. Shoen | 10% owner | 83,677,882 | 435.27% | 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 | 402.98% | Sep 22, 2025 |
| Road LLC Foster | 10% owner | 16,618,569 | 86.44% | Sep 22, 2025 |
| Clarendon Strategies, LLC | 10% owner | 70,162,483 | 364.96% | 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.
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 |