U-Haul
- Market cap
- 11.50B
- P/E (TTM)i
- 422.57
- P/Bi
- 1.50
- EPSi
- 0.24
- Div yieldi
- 0.00%
- 52W posi
- 50%
Anonymous reader poll. Unscientific, not investment advice.
✦ Quant Ownership Signal how this is computed
- 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
DivergingInstitutions 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
Top holders as of 2026-06-23
Bar length is relative to the largest holder shown here, not to 100% of the company.
Insiders
18 filings tracked · 4 buys · 11 sells
| Name | Role | Stake |
|---|---|---|
| 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
| Date | Name | Role | Type | Shares | Price |
|---|---|---|---|---|---|
| 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.