$UHAL

$55.64 -$0.02 (0.04%) Close

$UHAL Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 195.9M shares outstanding

Who owns UHAL?

By type of holder

Institutions 32.3% Insiders 25.0% Everyone else 42.7%

Concentration Top 10 holders own 37.1%

Shoen Edward J 11.7% · Shoen Mark V 8.3%

Institutional ownership

32.3%

+0.3 pts vs last qtr

Institutional holders

331

+33 vs last qtr

Net shares bought

+513.3K

by institutions in Q2 2026

New / sold out

61 / 28

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Norges Bank NEW +1.0M
State Of Wisconsin Investment Board +446.3K

Biggest sellers in Q2 2026

Southpoint Capital Advisors LP SOLD OUT −1.1M
Hotchkis & Wiley Capital Management LLC −700.5K

Who is planning to sell?

Notices of proposed sale, last 12 months

$21M

1 notice from 1 person

Shares covered

425.2K

0.22% of the company

Arranged in advance

100%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

MVS-029 Trust 10% stockholder 10b5-1 $21M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

There are not yet two fiscal years of reported share counts for U-Haul Holding Company.

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years83% 1–3 years8% Under 1 year9%

Quarterly turnover

8.6%

of institutional shares changed hands

Top 10 managers, median time held

3.5 years

Super Investors

Investment managers reporting UHAL on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
YA Yacktman Asset Management LP	6.2M	3.16%	+148.9K (+2.5%)	2022	4.4%
Shares held by quarter Peak holding6.3M (Q3'24) Change over 8 quarters−114.8K Share of the company3.160% Yacktman Asset Management LP's full portfolio →
DF Dimensional Fund Advisors LP	4.7M	2.40%	+393.4K (+9.1%)	2022	0.1%
Shares held by quarter Peak holding4.7M (Q2'26) Change over 8 quarters+885.5K Share of the company2.400% Dimensional Fund Advisors LP's full portfolio →

Yacktman Asset Management LP

6.2M

% of company

3.16%

Change vs last qtr

+148.9K (+2.5%)

Held since

2022

Dimensional Fund Advisors LP

4.7M

% of company

2.40%

Change vs last qtr

+393.4K (+9.1%)

Held since

2022

28 more super investors behind a free account

See every manager holding U-Haul Holding Company, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting UHAL on Form N-PORT; together they hold 15.5% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$172M	3.0M	1.52%	0.01%	June 30, 2026
AY AMG Yacktman Fund AMG Funds	$170M	3.0M	1.51%	2.34%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$172M

% of company

1.52%

% of the fund

0.01%

As of

June 30, 2026

AMG Yacktman Fund

AMG Funds

Position value

$170M

% of company

1.51%

% of the fund

2.34%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding U-Haul Holding Company and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
SE Shoen Edward J Insider	22.9M	11.68%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company11.680% Shoen Edward J's insider activity →
SM Shoen Mark V Insider	16.3M	8.31%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company8.310% Shoen Mark V's insider activity →

Shoen Edward J

Insider

22.9M

% of company

11.68%

Change vs last qtr

—

Held since

—

Shoen Mark V

Insider

16.3M

% of company

8.31%

Change vs last qtr

—

Held since

—

2 more holders behind a free account

See every insider and 5%+ holder of U-Haul Holding Company.

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