U-Haul Holding Co
UHALAs of the close on Sep 25, 2026
Price
$60.97
Market cap
—
Several listings share these filings and no reported share count confirms the cover figure
P/E (diluted TTM)
—
Per-share earnings are not available for each of the last four quarters
EPS (TTM)
—
Per-share earnings are not available for each of the last four quarters
Dividend yield
—
Dividend records do not yet cover the latest payments
Figures shown here come from public SEC filings. Dates beside each section show the available history.
How U-Haul Holding Co Makes Money
Follow each dollar of revenue through to what shareholders keep.
From revenue to net income
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Financial Summary
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 17 annual periods. The latest annual period ends Mar 31, 2026. The latest insider filing shown is dated Nov 21, 2025. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 2026-03-31 | 5,926 | Not shown | SEC filing |
| AdvisorNet Financial, Inc | 2026-03-31 | 25 | Not shown | SEC filing |
| Skylands Capital, LLC | 2026-03-31 | 2,045 | Not shown | SEC filing |
| Larson Financial Group LLC | 2026-03-31 | 174 | Not shown | SEC filing |
| HFM Investment Advisors, LLC | 2026-03-31 | 3 | Not shown | SEC filing |
| Strengthening Families & Communities, LLC | 2026-03-31 | 6 | Not shown | SEC filing |
| KLP KAPITALFORVALTNING AS | 2026-03-31 | 1,700 | Not shown | SEC filing |
| GOLDMAN SACHS GROUP INC | 2026-03-31 | 52,692 | Not shown | SEC filing |
| Caitong International Asset Management Co., Ltd | 2026-03-31 | 8 | Not shown | SEC filing |
| Quent Capital, LLC | 2026-03-31 | 0 | $5 | SEC filing |
| FLOW TRADERS U.S. LLC | 2026-03-31 | 5,913 | Not shown | SEC filing |
| PICTON MAHONEY ASSET MANAGEMENT | 2026-03-31 | 1,481 | Not shown | SEC filing |
| HRT FINANCIAL LP | 2026-03-31 | 110,642 | Not shown | SEC filing |
| Carnegie Lake Advisors LLC | 2026-03-31 | 7,545 | Not shown | SEC filing |
| TUDOR INVESTMENT CORP ET AL | 2026-03-31 | 19,998 | Not shown | SEC filing |
| Bell Investment Advisors, Inc | 2026-03-31 | 5 | Not shown | SEC filing |
| Spire Wealth Management | 2026-03-31 | 62 | Not shown | SEC filing |
| TWO SIGMA INVESTMENTS, LP | 2026-03-31 | 209,284 | Not shown | SEC filing |
| MORGAN STANLEY | 2026-03-31 | 179,546 | Not shown | SEC filing |
| NORTHERN TRUST CORP | 2026-03-31 | 45,528 | Not shown | SEC filing |
- Each value is checked against U-Haul Holding Co's share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 19 rows: no share price from within three months of their report dates is on file, so they could not be checked.
120 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among U-Haul Holding Co's recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2025-02-26 · SHOEN MARK V: Larger than 9 of the 10 other insider sales of Series N Common Stock on file. SEC filing
- 2023-11-16 · SHOEN MARK V: Larger than all 10 other insider sales of Series N Common Stock on file. SEC filing
- 2016-02-01 · SHOEN EDWARD J: Larger than all 21 other insider sales of Common Stock on file. SEC filing
- 2016-02-01 · Holmes David L: Larger than 20 of the 21 other insider sales of Common Stock on file. SEC filing
- 2016-02-01 · SHOEN MARK V: Larger than 19 of the 21 other insider sales of Common Stock on file. SEC filing
Independent insiders buying near the same time
- 2025-09-18–2025-09-18: 3 event(s) across 3 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing )
- 2023-03-23–2023-03-23: 3 event(s) across 3 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing )
- 2022-12-07–2022-12-08: 18 event(s) across 3 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing )
- 2022-11-30–2022-12-07: 15 event(s) across 3 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing )
- 2022-11-28–2022-11-30: 21 event(s) across 3 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing )
- 2022-11-16–2022-11-18: 30 event(s) across 3 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing )
- 2021-06-15–2021-06-16: 13 event(s) across 4 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing )
- 2020-12-14–2020-12-18: 9 event(s) across 3 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing , filing , filing )
- 2020-03-17–2020-03-24: 24 event(s) across 4 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing )
- 2020-03-16–2020-03-23: 22 event(s) across 4 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing )
- 2020-03-13–2020-03-20: 16 event(s) across 4 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing )
- 2020-03-12–2020-03-18: 16 event(s) across 4 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing )
- 2020-03-10–2020-03-17: 14 event(s) across 4 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing )
- 2020-03-09–2020-03-16: 22 event(s) across 4 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing )
- 2020-03-04–2020-03-10: 13 event(s) across 4 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing )
- 2020-02-20–2020-02-24: 12 event(s) across 3 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing )
- 2020-02-11–2020-02-11: 9 event(s) across 3 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing , filing , filing )
- 2017-05-30–2017-05-30: 4 event(s) across 4 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing )
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2025-09-18 | SHOEN MARK V · 10% owner | Series N Common Stock | P — Open market or private purchase | +229,515 | unknown | SEC filing |
| 2025-09-18 | SAC HOLDING CORP · 10% owner | Series N Common Stock | P — Open market or private purchase | +229,515 | unknown | SEC filing |
| 2025-09-18 | SHOEN EDWARD J · President | Series N Common Stock | P — Open market or private purchase | +229,515 | unknown | SEC filing |
| 2025-02-26 | SHOEN MARK V · 10% owner | Series N Common Stock | S — Open market or private sale | −12,500 | 65.03 | SEC filing |
| 2025-02-21 | SHOEN MARK V · 10% owner | Series N Common Stock | S — Open market or private sale | −97 | 65.33 | SEC filing |
| 2025-02-21 | SHOEN MARK V · 10% owner | Series N Common Stock | S — Open market or private sale | −192 | 66.03 | SEC filing |
| 2025-02-20 | SHOEN MARK V · 10% owner | Series N Common Stock | S — Open market or private sale | −123 | 66.40 | SEC filing |
| 2025-02-20 | SHOEN MARK V · 10% owner | Series N Common Stock | S — Open market or private sale | −12,377 | 65.86 | SEC filing |
Showing 8 of 20 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2025-11-20 | SHOEN MARK V · 10% owner | Series N Common Stock | G — Bona fide gift | −4,578 | SEC filing |
| 2024-12-18 | SHOEN MARK V · 10% owner | Series N Common Stock | G — Bona fide gift | −752 | SEC filing |
| 2024-12-16 | SHOEN MARK V · 10% owner | Series N Common Stock | G — Bona fide gift | −1,520 | SEC filing |
| 2021-11-09 | SHOEN MARK V · 10% owner | Common Stock | G — Bona fide gift | −316 | SEC filing |
| 2021-06-11 | SHOEN MARK V · 10% owner | Common Stock | G — Bona fide gift | −1,800 | SEC filing |
| 2020-12-15 | SHOEN MARK V · 10% owner | Common Stock | G — Bona fide gift | −5,000 | SEC filing |
| 2019-05-31 | SHOEN MARK V · 10% owner | Common Stock | G — Bona fide gift | −4,155 | SEC filing |
Showing 7 of 7 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2025-09-18 | SHOEN MARK V · 10% owner | Series N Common Stock | J — Other acquisition or disposition | −229,515 | SEC filing |
| 2024-08-16 | SHOEN EDWARD J · President | Series N Common Stock | J — Other acquisition or disposition | −680,000 | SEC filing |
| 2024-08-16 | SHOEN MARK V · 10% owner | Series N Common Stock | J — Other acquisition or disposition | −680,000 | SEC filing |
| 2024-08-16 | Willow Grove Holdings LP · 10% owner | Series N Common Stock | J — Other acquisition or disposition | −680,000 | SEC filing |
| 2024-08-16 | SHOEN MARK V · 10% owner | Series N Common Stock | J — Other acquisition or disposition | +680,000 | SEC filing |
| 2023-11-16 | SHOEN MARK V · 10% owner | Series N Common Stock | J — Other acquisition or disposition | −132,500 | SEC filing |
| 2023-11-16 | SHOEN EDWARD J · President | Series N Common Stock | J — Other acquisition or disposition | −132,500 | SEC filing |
| 2023-11-16 | SHOEN MARK V · 10% owner | Series N Common Stock | J — Other acquisition or disposition | +132,500 | SEC filing |
Showing 8 of 10 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.