U-Haul Holding Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NYSE:UHAL Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
01 Mar 24	BuyUS$6,424	Douglas Ducey	Individual		100	US$64.24

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of UHAL?
Owner Type	Number of Shares	Ownership Percentage
State or Government	60,348	0.0308%
Employee Share Scheme	827,210	0.422%
Individual Insiders	2,440,556	1.24%
General Public	34,077,630	17.4%
Institutions	73,705,626	37.6%
Private Companies	84,966,510	43.3%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 73.66% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
43.3%	Foster Road LLC	84,941,610	US$5.5b	-0.79%	no data
5.16%	The Vanguard Group, Inc.	10,121,304	US$654.8m	0.03%	0.01%
3.44%	Yacktman Asset Management LP	6,747,043	US$436.5m	-10.4%	3.48%
3.3%	BlackRock, Inc.	6,464,667	US$418.3m	9.41%	0.01%
2.12%	Dimensional Fund Advisors LP	4,153,480	US$268.7m	-2%	0.04%
1.75%	Abrams Capital Management, L.P.	3,440,137	US$222.6m	-4.97%	3.21%
1.52%	Smead Capital Management, Inc.	2,975,004	US$192.5m	3.5%	2.92%
1.34%	FMR LLC	2,630,610	US$170.2m	-9.84%	0.01%
1.32%	State Street Global Advisors, Inc.	2,580,514	US$167.0m	0.51%	0.01%
1.16%	Southpoint Capital Advisors LP	2,270,000	US$146.9m	3.18%	3.43%
0.9%	Geode Capital Management, LLC	1,762,663	US$114.0m	1.65%	0.01%
0.89%	Scharf Investments, LLC	1,737,455	US$112.4m	1.62%	3.16%
0.88%	Wellington Management Group LLP	1,725,937	US$111.7m	-19.2%	0.02%
0.79%	Hotchkis and Wiley Capital Management, LLC	1,539,795	US$99.6m	16.3%	0.3%
0.76%	Trian Fund Management, L.P.	1,498,650	US$97.0m	15.4%	1.88%
0.7%	Perpetual Limited	1,375,107	US$89.0m	-3.82%	0.25%
0.68%	Artisan Partners Limited Partnership	1,324,252	US$85.7m	-3.03%	0.07%
0.65%	Sophia Shoen	1,268,522	US$82.1m	0%	no data
0.64%	Norges Bank Investment Management	1,247,104	US$80.7m	0%	no data
0.55%	Reinhart Partners, LLC	1,070,646	US$69.3m	-27.3%	2.62%
0.42%	AMERCO, ESOP	827,210	US$53.5m	0%	no data
0.37%	Mark Shoen	734,439	US$47.5m	1,250%	no data
0.36%	Charles Schwab Investment Management, Inc.	709,919	US$45.9m	3.16%	0.01%
0.35%	Tweedy, Browne Company LLC	679,373	US$44.0m	-0.52%	0.64%
0.31%	Schroder Investment Management Limited	600,604	US$38.9m	0%	0.03%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/30 22:35
End of Day Share Price	2024/12/30 00:00
Earnings	2024/09/30
Annual Earnings	2024/03/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

U-Haul Holding Company is covered by 5 analysts. 2 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
George Godfrey	CL King & Associates, Inc.
Robert Dunn	Sidoti & Company, LLC
Andrew Rosivach	Wolfe Research, LLC.