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U-Haul

US · UHAL #1322 by market cap Listed 1970
59.16 -1.51 -2.49%
Live - 5344 symbols - heartbeat 242s ago · 2026-10-08 08:03
Pre-market 59.30 +0.24%
After-hours 59.16 0.00%
Market cap
11.50B
P/B
1.50
EPS
0.24
Reader sentiment Are you bullish or bearish on UHAL?

Anonymous reader poll. Unscientific, not investment advice.

✦ Quant Ownership Signal how this is computed

Accumulating
  • The number of reporting institutions decreased by 2 in the most recent period (2026/Q3).
  • Total institutional ownership rose 0.2 percentage points.

Institutional ownership

Held by institutions
82.13% +0.24pp
Institutions
450 -2
As of
2026/Q3 vs. prior period

Ownership vs. money flow

Diverging

Institutions added shares last reporting period, and the stock has seen net outflows in main-fund flow over the last 20 trading sessions - the two are pointing in different directions.

Institutional ownership changes are reported quarterly with a lag; fund-flow data is daily. Treat this as a directional cross-check, not a precise timing signal.

Holder types

Private Company44.38%
Mutual Fund29.49%
Hedge Fund4.86%
Individual/Insider1.32%
Sovereign Wealth Fund0.80%
Family Office/Trust0.80%
Public Company0.74%
Government Pension Fund0.65%
Corporate Pension Plan0.35%
Other16.60%

Top holders as of 2026-06-23

Foster Road LLC 43.81% · 85.17M sh
Yacktman Asset Management LP 3.36% · 6.52M sh
Vanguard Capital Management, LLC 2.84% · 5.52M sh
Dimensional Fund Advisors 2.76% · 5.37M sh
BlackRock 2.62% · 5.09M sh
FMR 2.17% · 4.22M sh
Vanguard Portfolio Management, LLC 2.12% · 4.13M sh
Abrams Capital Management, L.P. 1.69% · 3.29M sh
Hotchkis and Wiley Capital Management, LLC 1.27% · 2.47M sh
State Street Global Advisors 1.11% · 2.15M sh

Bar length is relative to the largest holder shown here, not to 100% of the company.

Insiders

18 filings tracked · 4 buys · 11 sells

NameRoleStake
Foster Road LLC -- 43.81%
Mark Shoen Former Vice President of U-Haul Business Consultants 0.34%
Edward Shoen Chairperson & CEO 0.25%
John Brogan Independent Director 0.02%
Samuel Shoen Vice Chairman of the Board & U-Box Project Manager 0.02%
Karl Schmidt Independent Director 0.01%
Jason Berg Chief Financial Officer 0.01%
James Grogan Independent Director 0.00%
Laurence De Respino Former General Counsel 0.00%
Richard Herrera Independent Director 0.00%

Insider transactions most recent Form 4 filings

DateNameRoleTypeSharesPrice
2026-01-06 Laurence De Respino Former General Counsel Initial Statement of Beneficial 0 --
2025-11-19 Mark Shoen Former Vice President of U-Haul Business Consultants Other Disposition -4,578 --
2025-09-17 Mark Shoen Former Vice President of U-Haul Business Consultants Other Disposition -229,515 --
2025-09-17 Foster Road LLC -- Private Acquisition +229,515 --
2025-02-25 Mark Shoen Former Vice President of U-Haul Business Consultants Automatic Disposition -12,500 $65.03
2025-02-20 Mark Shoen Former Vice President of U-Haul Business Consultants Automatic Disposition -12,789 $65.33–66.40
2025-02-19 Mark Shoen Former Vice President of U-Haul Business Consultants Intent to Sell (Form 144) -587,500 $67.45
2025-02-17 John Brogan Independent Director Open Market Disposition -3,000 $67.04
2024-12-17 Mark Shoen Former Vice President of U-Haul Business Consultants Other Disposition -2,272 --
2024-08-15 Mark Shoen Former Vice President of U-Haul Business Consultants Other Acquisition +680,000 --
2024-08-15 Foster Road LLC -- Other Disposition -680,000 --
2024-04-01 Robert Simmons President of Oxford Life Insurance Company Initial Statement of Beneficial 0 --
2024-02-29 Douglas Ducey Officer Open Market Acquisition +100 $64.24
2024-02-21 John Brogan Independent Director Open Market Disposition -3,000 $64.32
2023-11-15 Mark Shoen Former Vice President of U-Haul Business Consultants Other Acquisition +132,500 --
2023-11-15 Mark Shoen Former Vice President of U-Haul Business Consultants Open Market Disposition -132,500 $52.43
2023-11-15 Foster Road LLC -- Other Disposition -132,500 --

Form 4 filings, most recent per company. "Other Derivative Acquisition" rows are mostly RSU/option vesting, not open-market buying - the Type column says which.

Quote time 2026-10-08 08:03:14 · For reference only, not investment advice and not tailored to your situation.