UHAL Insider Trading

Insider Ownership Percentage: 43.20%
Insider Buying (Last 12 Months): $78,273,323.53
Insider Selling (Last 12 Months): $176,070.00

U-Haul Insider Trading History Chart

This chart shows the insider buying and selling history at U-Haul by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

U-Haul Share Price & Price History

Current Price: $59.65
Price Change: Price Increase of +0.64 (1.08%)
As of 03/31/2023 01:00 AM ET

This chart shows the closing price history over time for UHAL up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365

U-Haul Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
3/23/2023Mark V. ShoenMajor ShareholderBuy24,900$56.41$1,404,609.0024,900View SEC Filing Icon  
2/15/2023John P. BroganDirectorSell3,000$58.69$176,070.0046,987View SEC Filing Icon  
1/3/2023John P. BroganDirectorBuy37$54.69$2,023.5349,987View SEC Filing Icon  
12/8/2022Edward Joseph ShoenPresidentBuy115,000$65.68$7,553,200.001,324,000View SEC Filing Icon  
12/7/2022Grove Holdings Lp WillowMajor ShareholderBuy133,300$64.36$8,579,188.001,209,000View SEC Filing Icon  
11/30/2022Edward Joseph ShoenPresidentBuy21,700$61.88$1,342,796.001,075,700View SEC Filing Icon  
11/29/2022Mark V. ShoenMajor ShareholderBuy130,000$60.83$7,907,900.001,054,000View SEC Filing Icon  
11/28/2022Edward Joseph ShoenPresidentBuy320,850$59.16$18,981,486.00924,000View SEC Filing Icon  
11/25/2022James J GroganInsiderBuy400$60.20$24,080.001,848View SEC Filing Icon  
11/23/2022James J GroganInsiderBuy548$58.50$32,058.001,448View SEC Filing Icon  
11/18/2022Mark V. ShoenMajor ShareholderBuy4,150$55.82$231,653.00603,150View SEC Filing Icon  
11/17/2022Edward Joseph ShoenPresidentBuy275,000$53.91$14,825,250.00599,000View SEC Filing Icon  
11/16/2022Mark V. ShoenMajor ShareholderBuy324,000$53.67$17,389,080.00324,000View SEC Filing Icon  
12/16/2021Edward Joseph ShoenChairmanBuy14,750$720.75$10,631,062.50View SEC Filing Icon  
12/10/2021John P. BroganDirectorSell250$706.20$176,550.00View SEC Filing Icon  
6/16/2021Carrie MartzInsiderBuy5$536.86$2,684.305View SEC Filing Icon  
6/15/2021Grove Holdings Lp WillowMajor ShareholderBuy81,810$551.76$45,139,485.607,562,884View SEC Filing Icon  
3/19/2021Laurence J. DeRespinoGeneral CounselSell100$603.00$60,300.0075View SEC Filing Icon  
12/18/2020Mark V. ShoenMajor ShareholderBuy45$449.22$20,214.9017,416View SEC Filing Icon  
12/15/2020Edward Joseph ShoenChairmanBuy1,090$430.05$468,754.5014,750View SEC Filing Icon  
12/14/2020Grove Holdings Lp WillowMajor ShareholderBuy3,910$428.13$1,673,988.307,562,884View SEC Filing Icon  
See Full Table

SEC Filings (Institutional Ownership Changes) for U-Haul (NASDAQ:UHAL)

8.56% of U-Haul stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

This chart shows the instiutional buying and selling at UHAL by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

U-Haul Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/15/2023B. Riley Wealth Advisors Inc.5,962$0.36M0.0%+56.9%0.003%Search for SEC Filing on Google Icon
3/1/2023Lakewood Asset Management LLC4,366$0.26M0.2%N/A0.002%Search for SEC Filing on Google Icon
2/28/2023Voya Investment Management LLC146,034$8.79M0.0%+6,944.6%0.074%Search for SEC Filing on Google Icon
2/21/2023B. Riley Wealth Advisors Inc.5,962$0.36M0.0%+56.9%0.003%Search for SEC Filing on Google Icon
2/16/2023DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main58,438$3.52M0.0%+72,045.7%0.030%Search for SEC Filing on Google Icon
2/15/2023Public Employees Retirement System of Ohio4,739$0.29M0.0%-18.3%0.002%Search for SEC Filing on Google Icon
2/15/2023Systematic Financial Management LP26,067$1.57M0.1%-18.9%0.013%Search for SEC Filing on Google Icon
2/15/2023Highlander Capital Management LLC7,495$0.45M0.2%+173.0%0.004%Search for SEC Filing on Google Icon
2/15/20231832 Asset Management L.P.12,571$0.76M0.0%+984.6%0.006%Search for SEC Filing on Google Icon
2/15/2023Bruce & Co. Inc.75,055$4.52M1.2%-0.5%0.038%Search for SEC Filing on Google Icon
2/15/2023Vestcor Inc3,329$0.20M0.0%-6.5%0.002%Search for SEC Filing on Google Icon
2/15/2023Sherbrooke Park Advisers LLC22,147$1.33M1.0%N/A0.011%Search for SEC Filing on Google Icon
2/15/2023Stansberry Asset Management LLC19,502$1.17M0.2%+1.7%0.010%Search for SEC Filing on Google Icon
2/15/2023Schonfeld Strategic Advisors LLC13,200$0.80M0.0%N/A0.007%Search for SEC Filing on Google Icon
2/15/2023Squarepoint Ops LLC5,174$0.31M0.0%N/A0.003%Search for SEC Filing on Google Icon
2/15/2023Legal & General Group Plc8,638$0.52M0.0%-77.2%0.004%Search for SEC Filing on Google Icon
2/15/2023Long Pond Capital LP170,148$10.24M0.6%N/A0.087%Search for SEC Filing on Google Icon
2/15/2023Millennium Management LLC375,560$22.61M0.0%+28,416.3%0.192%Search for SEC Filing on Google Icon
2/15/2023Morgan Stanley133,480$8.03M0.0%+119.6%0.068%Search for SEC Filing on Google Icon
2/15/2023Norges Bank58,019$3.49M0.0%N/A0.030%Search for SEC Filing on Google Icon
2/15/2023AQR Capital Management LLC102,139$6.09M0.0%-14.9%0.052%Search for SEC Filing on Google Icon
2/14/2023DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main58,438$3.52M0.0%+72,045.7%0.030%Search for SEC Filing on Google Icon
2/14/2023Price T Rowe Associates Inc. MD3,918$0.24M0.0%+5.4%0.002%Search for SEC Filing on Google Icon
2/14/2023Marshall Wace LLP64,618$3.89M0.0%N/A0.033%Search for SEC Filing on Google Icon
2/14/2023Two Sigma Investments LP59,175$3.56M0.0%N/A0.030%Search for SEC Filing on Google Icon
2/14/2023Kerrisdale Advisers LLC19,039$1.15M0.3%+313.1%0.010%Search for SEC Filing on Google Icon
2/13/2023DigitalBridge Group Inc.47,340$2.85M0.4%+64.1%0.024%Search for SEC Filing on Google Icon
2/13/2023Charles Schwab Investment Management Inc.85,469$5.14M0.0%+3.7%0.044%Search for SEC Filing on Google Icon
2/13/2023Harspring Capital Management LLC83,000$5M1.3%-3.5%0.042%Search for SEC Filing on Google Icon
2/13/2023Wells Fargo & Company MN6,758$0.41M0.0%-71.9%0.003%Search for SEC Filing on Google Icon
2/13/2023Barclays PLC1,586$96K0.0%-77.3%0.001%Search for SEC Filing on Google Icon
2/13/2023Credit Suisse AG1,148$69K0.0%-95.8%0.001%Search for SEC Filing on Google Icon
2/13/2023Geode Capital Management LLC127,052$7.65M0.0%-9.0%0.065%Search for SEC Filing on Google Icon
2/13/2023American Century Companies Inc.4,875$0.29M0.0%+11.4%0.002%Search for SEC Filing on Google Icon
2/13/2023GSA Capital Partners LLP15,790$0.95M0.1%N/A0.008%Search for SEC Filing on Google Icon
2/13/2023JPMorgan Chase & Co.6,473$0.39M0.0%-62.0%0.003%Search for SEC Filing on Google Icon
2/10/2023Bank of America Corp DE7,948$0.48M0.0%-41.0%0.004%Search for SEC Filing on Google Icon
2/10/2023Smead Capital Management Inc.579,446$34.88M0.7%+206.8%0.296%Search for SEC Filing on Google Icon
2/10/2023Amalgamated Bank3,000$0.18M0.0%+82.6%0.002%Search for SEC Filing on Google Icon
2/10/2023Abrams Capital Management L.P.407,027$24.50M0.9%-3.8%0.208%Search for SEC Filing on Google Icon
2/10/2023Aviva PLC52,372$17.03M0.1%+231.5%0.027%Search for SEC Filing on Google Icon
2/10/2023Victory Capital Management Inc.41,441$2.49M0.0%+329.0%0.021%Search for SEC Filing on Google Icon
2/10/2023Franklin Resources Inc.16,725$1.01M0.0%N/A0.009%Search for SEC Filing on Google Icon
2/10/2023O Shaughnessy Asset Management LLC822$49K0.0%+54.2%0.000%Search for SEC Filing on Google Icon
2/10/2023Advisor Group Holdings Inc.2,292$0.14M0.0%+107.4%0.001%Search for SEC Filing on Google Icon
2/10/2023Brandywine Global Investment Management LLC15,535$0.94M0.0%-3.6%0.008%Search for SEC Filing on Google Icon
2/10/2023Artisan Partners Limited Partnership181,686$10.94M0.0%-5.2%0.093%Search for SEC Filing on Google Icon
2/9/2023First Trust Advisors LP142,906$8.60M0.0%+828.1%0.073%Search for SEC Filing on Google Icon
2/9/2023Victory Capital Management Inc.35,084$2.35M0.0%+263.2%0.018%Search for SEC Filing on Google Icon
2/9/2023Dimensional Fund Advisors LP454,188$27.34M0.0%-7.9%0.232%Search for SEC Filing on Google Icon
2/9/2023Oppenheimer & Close LLC6,285$0.38M0.4%+25.6%0.003%Search for SEC Filing on Google Icon
2/9/2023Aviva PLC52,372$3.15M0.0%+231.5%0.027%Search for SEC Filing on Google Icon
2/9/2023EverSource Wealth Advisors LLC818$49K0.0%N/A0.000%Search for SEC Filing on Google Icon
2/9/2023Skylands Capital LLC4,670$0.28M0.0%-10.5%0.002%Search for SEC Filing on Google Icon
2/9/2023Diversified Investment Strategies LLC9,461$0.57M0.4%+123.4%0.005%Search for SEC Filing on Google Icon
2/9/2023Treasurer of the State of North Carolina15,478$0.93M0.0%+301.4%0.008%Search for SEC Filing on Google Icon
2/9/2023Citigroup Inc.7,440$0.45M0.0%-3.9%0.004%Search for SEC Filing on Google Icon
2/8/2023Raymond James Financial Services Advisors Inc.5,170$0.31M0.0%+409.4%0.003%Search for SEC Filing on Google Icon
2/8/2023UBS Group AG1,129$68K0.0%-76.9%0.001%Search for SEC Filing on Google Icon
2/8/2023Heartland Advisors Inc.30,146$1.81M0.1%+58.2%0.015%Search for SEC Filing on Google Icon
2/8/2023Russell Investments Group Ltd.4,341$0.26M0.0%-28.9%0.002%Search for SEC Filing on Google Icon
2/7/2023State Board of Administration of Florida Retirement System8,233$0.50M0.0%-2.6%0.004%Search for SEC Filing on Google Icon
2/7/2023Oakview Capital Management L.P.31,401$1.89M0.8%+1.7%0.016%Search for SEC Filing on Google Icon
2/6/2023Cumberland Partners Ltd2,630$0.16M0.0%+27.1%0.001%Search for SEC Filing on Google Icon
2/3/2023Diversified Investment Strategies LLC9,461$0.57M0.5%+123.4%0.005%Search for SEC Filing on Google Icon
2/2/2023SG Americas Securities LLC9,351$0.56M0.0%+425.0%0.005%Search for SEC Filing on Google Icon
2/2/2023Nisa Investment Advisors LLC650$39K0.0%-66.3%0.000%Search for SEC Filing on Google Icon
2/1/2023Bank of Montreal Can827$50K0.0%-48.2%0.000%Search for SEC Filing on Google Icon
2/1/2023AustralianSuper Pty Ltd251,699$14.99M0.1%+779.3%0.128%Search for SEC Filing on Google Icon
2/1/2023Janney Montgomery Scott LLC5,906$0.36M0.0%N/A0.003%Search for SEC Filing on Google Icon
2/1/2023DekaBank Deutsche Girozentrale6,390$0.38M0.0%+202.4%0.003%Search for SEC Filing on Google Icon
1/31/2023Ingalls & Snyder LLC6,320$0.38M0.0%+22.2%0.003%Search for SEC Filing on Google Icon
1/26/2023Yacktman Asset Management LP756,597$45.54M0.5%+3.1%0.386%Search for SEC Filing on Google Icon
1/26/2023Vision Capital Management Inc.24,381$1.47M0.3%+50.8%0.012%Search for SEC Filing on Google Icon
1/26/2023Harel Insurance Investments & Financial Services Ltd.4,532$0.27M0.0%+664.2%0.002%Search for SEC Filing on Google Icon
1/25/2023Cassia Capital Partners LLC4,788$0.29M0.2%N/A0.002%Search for SEC Filing on Google Icon
1/23/2023Allspring Global Investments Holdings LLC1,679$0.10M0.0%-96.1%0.001%Search for SEC Filing on Google Icon
1/12/2023Mraz Amerine & Associates Inc.6,950$0.42M0.1%-5.2%0.004%Search for SEC Filing on Google Icon
12/8/2022Bank of New York Mellon Corp42,759$21.77M0.0%+17.6%0.022%Search for SEC Filing on Google Icon
12/5/2022Harspring Capital Management LLC86,000$43.79M10.5%+8.9%0.044%Search for SEC Filing on Google Icon
12/1/2022Robeco Institutional Asset Management B.V.7,547$3.84M0.0%-13.3%0.004%Search for SEC Filing on Google Icon
11/22/2022Teachers Retirement System of The State of Kentucky10,642$5.42M0.1%N/A0.005%Search for SEC Filing on Google Icon
11/17/2022M&T Bank Corp887$0.45M0.0%-36.5%0.000%Search for SEC Filing on Google Icon
11/16/2022Jane Street Group LLC1,827$0.93M0.0%+204.0%0.001%Search for SEC Filing on Google Icon
11/16/2022Oakview Capital Management L.P.30,869$15.72M7.5%+3.1%0.016%Search for SEC Filing on Google Icon
11/16/2022BNP Paribas Arbitrage SNC13,362$6.80M0.0%+27.3%0.007%Search for SEC Filing on Google Icon
11/15/2022Neuberger Berman Group LLC1,478$0.75M0.0%+222.0%0.001%Search for SEC Filing on Google Icon
11/15/2022State Street Corp273,618$139.33M0.0%-1.5%0.140%Search for SEC Filing on Google Icon
11/15/2022Public Employees Retirement System of Ohio5,797$2.95M0.0%-3.9%0.003%Search for SEC Filing on Google Icon
11/15/2022Third Avenue Management LLC37,095$18.89M3.7%-2.2%0.019%Search for SEC Filing on Google Icon
11/15/2022Trek Financial LLC483$0.25M0.0%-48.2%0.000%Search for SEC Filing on Google Icon
11/15/2022UBS Asset Management Americas Inc.53,557$27.27M0.0%+11.8%0.027%Search for SEC Filing on Google Icon
11/15/2022Vanguard Group Inc.838,723$427.09M0.0%+1.1%0.428%Search for SEC Filing on Google Icon
11/15/2022Prelude Capital Management LLC4,620$2.35M0.1%N/A0.002%Search for SEC Filing on Google Icon
11/15/2022Price T Rowe Associates Inc. MD3,719$1.89M0.0%+16.8%0.002%Search for SEC Filing on Google Icon
11/15/2022Martingale Asset Management L P16,443$8.37M0.2%-1.7%0.008%Search for SEC Filing on Google Icon
11/15/2022Ensign Peak Advisors Inc5,245$2.67M0.0%-41.2%0.003%Search for SEC Filing on Google Icon
11/15/2022Ethic Inc.1,898$0.97M0.1%+80.2%0.001%Search for SEC Filing on Google Icon
11/15/2022First Trust Advisors LP15,397$7.84M0.0%-7.0%0.008%Search for SEC Filing on Google Icon
11/15/2022Bank of New York Mellon Corp42,759$21.77M0.0%+17.6%0.022%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
U-Haul logo
U-Haul Holding Co. engages in the insurance and moving and storage businesses. It operates through the following business segments: Moving and Storage, Property and Casualty Insurance, and Life Insurance. The Moving and Storage segment consists of the rental of trucks, trailers, portable moving and storage units, specialty rental items, and self-storage spaces. The Property and Casualty Insurance segment is involved in providing loss adjusting and claims handling for U-Haul through regional offices. The Life Insurance segment provides life and health insurance products primarily to the senior market through the direct writing and reinsuring of life insurance, Medicare supplement, and annuity policies. The company was founded by Anna Mary Carty Shoen and Leonard Samuel Shoen in 1945 and is headquartered in Reno, NV.
Read More on U-Haul

Today's Range

Now: $59.65
Low: $58.57
High: $59.68

50 Day Range

MA: $62.91
Low: $54.17
High: $69.67

52 Week Range

Now: $59.65
Low: $44.79
High: $70.57

Volume

183,776 shs

Average Volume

274,806 shs

Market Capitalization

$11.70 billion

P/E Ratio

12.12

Dividend Yield

N/A

Beta

0.99

Who are the company insiders with the largest holdings of U-Haul?

U-Haul's top insider shareholders include:
  1. Grove Holdings Lp Willow (Major Shareholder)
  2. Edward J Shoen (President)
  3. Mark V Shoen (Major Shareholder)
  4. John P Brogan (Director)
  5. James J Grogan (Insider)
  6. Carrie Martz (Insider)
  7. Edward J Shoen (Chairman)
Learn More about top insider investors at U-Haul.

Who are the major institutional investors of U-Haul?

U-Haul's top institutional investors include:
  1. Yacktman Asset Management LP — 0.39%
  2. Smead Capital Management Inc. — 0.30%
  3. Dimensional Fund Advisors LP — 0.23%
  4. Abrams Capital Management L.P. — 0.21%
  5. Millennium Management LLC — 0.19%
  6. AustralianSuper Pty Ltd — 0.13%
Learn More about top institutional investors of U-Haul stock.

Which major investors are selling U-Haul stock?

During the previous quarter, UHAL stock was sold by these institutional investors:
  1. Allspring Global Investments Holdings LLC
  2. Dimensional Fund Advisors LP
  3. Legal & General Group Plc
  4. Credit Suisse AG
  5. AQR Capital Management LLC
  6. Wells Fargo & Company MN
  7. Abrams Capital Management L.P.
  8. Geode Capital Management LLC

Which major investors are buying U-Haul stock?

During the previous quarter, UHAL stock was acquired by institutional investors including:
  1. Smead Capital Management Inc.
  2. Millennium Management LLC
  3. AustralianSuper Pty Ltd
  4. Long Pond Capital LP
  5. Voya Investment Management LLC
  6. First Trust Advisors LP
  7. Morgan Stanley
  8. Marshall Wace LLP
Within the previous year, these company insiders have bought U-Haul stock:
  1. Grove Holdings Lp Willow (Major Shareholder)
  2. Edward J Shoen (President)
  3. Mark V Shoen (Major Shareholder)
  4. John P Brogan (Director)
  5. James J Grogan (Insider)
  6. Carrie Martz (Insider)
  7. Edward J Shoen (Chairman)
Learn More investors buying U-Haul stock.