U-Haul Holding Company
U-Haul Holding Company (UHAL) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · UHAL · as of Sep 30, 2025
Ownership Breakdown
213
Institutional Holders
▼ 1 vs Q2
$400.29M
Total Inst. Value
▼ $88.04M vs Q2
189.98M
Shares Outstanding
freeFloat 39.10%
7.10M
13F Shares Held
▼ 1.06M vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
UHAL largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
VANGUARD GROUP INC services-auto rental & leasing (no drivers) | 850.6K | 43.38% | 43.38% | $48.54B | Nov 7, 2025 | ▼ 11.7K |
SOUTHPOINT CAPITAL ADVISORS LP services-auto rental & leasing (no drivers) | 600.0K | 30.60% | 30.60% | $34.24B | Nov 14, 2025 | ▼ 50.0K |
SCHARF INVESTMENTS, LLC services-auto rental & leasing (no drivers) | 548.1K | 27.95% | 27.95% | $31.28B | Nov 13, 2025 | ▼ 901.2K |
BLACKROCK, INC. services-auto rental & leasing (no drivers) | 447.1K | 22.80% | 22.80% | $25.52B | Nov 12, 2025 | ▼ 27.0K |
DIMENSIONAL FUND ADVISORS LP services-auto rental & leasing (no drivers) | 381.1K | 19.44% | 19.44% | $21.75B | Nov 12, 2025 | ▲ 67.9K |
YACKTMAN ASSET MANAGEMENT LP services-auto rental & leasing (no drivers) | 330.8K | 16.87% | 16.87% | $18.88B | Nov 4, 2025 | ▼ 2.0K |
MILLENNIUM MANAGEMENT LLC services-auto rental & leasing (no drivers) | 222.6K | 11.36% | 11.36% | $12.71B | Nov 14, 2025 | ▼ 126.6K |
ESTUARY CAPITAL MANAGEMENT LP services-auto rental & leasing (no drivers) | 214.2K | 10.92% | 10.92% | $12.22B | Nov 14, 2025 | NEW |
TWO SIGMA ADVISERS, LP services-auto rental & leasing (no drivers) | 189.7K | 9.67% | 9.67% | $10.83B | Nov 14, 2025 | ▲ 65.4K |
FRANKLIN RESOURCES INC services-auto rental & leasing (no drivers) | 182.8K | 9.32% | 9.32% | $5.47B | Nov 13, 2025 | ▲ 175.6K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
25
Increased
+927.7K shares4
New Positions
first time holders17
Decreased
−1.24M shares0
Sold Out
fully exitedNet shares change (top 50)
308.6K
+927.7K / −1.24M
Net new holders
+12
4 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
UHAL insider trading · insider activity
Source: SEC Form 4
Insiders have been net buyers of shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
0
Buy transactions
1
Sell transactions
0.00
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
SHOEN MARK V 10 percent owner | Nov 20, 2025 | Gift | 4,578 | — | — | 186.0K | Form 4 ↗ |
SHOEN EDWARD J President | Sep 18, 2025 | Purchase | 229,515 | $11.80 | $2.71M | 8.15M | Form 4 ↗ |
SHOEN MARK V 10 percent owner | Sep 18, 2025 | Purchase | 229,515 | $11.80 | $2.71M | 8.15M | Form 4 ↗ |
SHOEN MARK V 10 percent owner | Sep 18, 2025 | J-Other | 229,515 | $11.80 | $2.71M | 425.2K | Form 4 ↗ |
Willow Grove Holdings LP 10 percent owner | Sep 18, 2025 | Purchase | 229,515 | $11.80 | $2.71M | 8.15M | Form 4 ↗ |
SHOEN MARK V 10 percent owner | Feb 26, 2025 | Sale | 12,500 | $65.03 | $812.9K | 654.7K | Form 4 ↗ |
SHOEN MARK V 10 percent owner | Feb 20, 2025 | Sale | 12,377 | $65.86 | $815.1K | 667.6K | Form 4 ↗ |
SHOEN MARK V 10 percent owner | Feb 20, 2025 | Sale | 123 | $66.40 | $8.2K | 667.5K | Form 4 ↗ |
SHOEN MARK V 10 percent owner | Feb 21, 2025 | Sale | 97 | $65.33 | $6.3K | 667.4K | Form 4 ↗ |
SHOEN MARK V 10 percent owner | Feb 21, 2025 | Sale | 192 | $66.03 | $12.7K | 667.2K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
U-Haul Holding Company (UHAL) is primarily owned by institutional investors, who hold approximately 3.7% of total shares outstanding. Company insiders own approximately 60.90%, while retail and public investors account for the remaining 35.36%.
The largest institutional shareholder of U-Haul Holding Company is VANGUARD GROUP INC, holding approximately 850,589 shares — equal to 43.38% of outstanding shares — as of September 30, 2025.
A total of 213 institutional investors currently hold UHAL stock, with a combined institutional value of approximately $400,290,626 as of the most recent 13F filing period.
Frequently asked questions
UHAL ownershipU-Haul Holding Company (UHAL) is primarily owned by institutional investors, who hold approximately 3.7% of shares. The largest shareholder is VANGUARD GROUP INC with a 43.38% stake. Company insiders hold 60.90%. Data sourced from SEC Form 13F as of September 30, 2025.