$49.30−0.06 (−0.12%)
At close: Oct 26, 2026, 4:00 PM ET· NYSE · USD
U-Haul Holding (UHAL-B) Institutional Ownership
13F filers reported holding 26.8% of U-Haul Holding (UHAL-B) shares as of Jun 30, 2026, across 296 filers.
Sources Ownership filingsQuarter ended How we compute thisNot investment advice
- Held by 13F filers
- 26.8%
- Jun 30, 2026
- 13F filers
- 296
- quarter ended Jun 30, 2026
- 13F value
- $3.4B
- 58.8M shares
- Quarter's fund flow
- Mild accumulation
- 53 new · 20 closed
Is the smart money (institutions and insiders) accumulating or distributing? One lagging input, not a buy signal.
13F fund flowQuarter ended Jun 30, 2026*: more funds added or entered than trimmed or exited, mild accumulation (53 new · 93 increased · 90 reduced · 20 closed · 40 unchanged or with no prior quarter on file). Flows at this scale move slowly; treat as context. These positions are 119 days old; the 45-day figure often quoted is the SEC filing deadline after quarter-end, not the age of the data. The counts above compare each filer’s position with its own previous 13F. The change in the number of filers and in the ownership share is not shown: the filings we read hold only each filer’s latest 13F, so there is no earlier quarter of the same filers to compare against. That is a limit of the source, not a statement about this company.
Basis: shares reported by 296 13F filers for Jun 30, 2026, over shares outstanding implied from the current quote, measured 119 days apart. It measures the ownership we have filings for, not total institutional ownership, and it moves with the share count between filings.
Insider trades · latest filings (Form 4)routine sells are usually compensation mechanics; open-market buys are the rarer signal. Rows labelled with another security are the derivative leg of a vest or exercise, not share sales
| Date | Name | Role | Type | Shares | Price** | SEC filing |
|---|---|---|---|---|---|---|
| Nov 20, 2025 | SHOEN MARK V | 10% owner | Disposed · Gift | 4,578 | — | ↗ |
| Sep 18, 2025 | SHOEN EDWARD J | President | Acquired · Open-market buy | 229,515 | — | ↗ |
| Sep 18, 2025 | SHOEN MARK V | 10% owner | Disposed · Other | 229,515 | — | ↗ |
| Sep 18, 2025 | SHOEN MARK V | 10% owner | Acquired · Open-market buy | 229,515 | — | ↗ |
| Sep 18, 2025 | Willow Grove Holdings LP | 10% owner | Acquired · Open-market buy | 229,515 | — | ↗ |
| Feb 26, 2025 | SHOEN MARK V | 10% owner | Disposed · Open-market sale | 12,500 | $65.03 | ↗ |
| Feb 21, 2025 | SHOEN MARK V | 10% owner | Disposed · Open-market sale | 97 | $65.33 | ↗ |
| Feb 21, 2025 | SHOEN MARK V | 10% owner | Disposed · Open-market sale | 192 | $66.03 | ↗ |
| Feb 20, 2025 | SHOEN MARK V | 10% owner | Disposed · Open-market sale | 12,377 | $65.86 | ↗ |
| Feb 20, 2025 | SHOEN MARK V | 10% owner | Disposed · Open-market sale | 123 | $66.40 | ↗ |
| Feb 18, 2025 | Brogan John P. | director | Disposed · Open-market sale | 3,000 | $67.04 | ↗ |
| Dec 18, 2024 | SHOEN MARK V | 10% owner | Disposed · Gift | 752 | — | ↗ |
| Dec 16, 2024 | SHOEN MARK V | 10% owner | Disposed · Gift | 1,520 | — | ↗ |
| Aug 16, 2024 | SHOEN EDWARD J | President | Disposed · Other | 680,000 | — | ↗ |
| Aug 16, 2024 | Willow Grove Holdings LP | 10% owner | Disposed · Other | 680,000 | — | ↗ |
| Aug 16, 2024 | SHOEN MARK V | 10% owner | Disposed · Other | 680,000 | — | ↗ |
| Aug 16, 2024 | SHOEN MARK V | 10% owner | Acquired · Other | 680,000 | — | ↗ |
| Mar 1, 2024 | Ducey Douglas Anthony | other | Acquired · Open-market buy | 100 | $64.24 | ↗ |
| Feb 22, 2024 | Brogan John P. | director | Disposed · Open-market sale | 255 | $64.32 | ↗ |
| Feb 22, 2024 | Brogan John P. | director | Disposed · Open-market sale | 803 | $64.32 | ↗ |
* Holdings as reported for Jun 30, 2026, 119 days old; funds file up to 45 days after each quarter-end, so the newest complete quarter runs 45 to 135 days behind.
** A price of “—” marks an option exercise, RSU vest or a filing without a usable per-share price, not a $0 trade.
Common questions
How much of U-Haul Holding do institutions hold?
13F filers reported holding 26.8% of U-Haul Holding's shares as of Jun 30, 2026, across 296 filers.
How many 13F filers hold U-Haul Holding?
U-Haul Holding was held by 296 13F filers as of Jun 30, 2026.
Not investment advice.