UHAL Insider Trading

Insider Ownership Percentage: 50.00%
Insider Buying (Last 12 Months): $7,021,360.00
Insider Selling (Last 12 Months): $192,960.00

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: $67.54
Price Change: Price Increase of +1.23 (1.85%)
As of 03/28/2024 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
2/22/2024John P. BroganDirectorSell3,000$64.32$192,960.0043,987View SEC Filing Icon  
11/16/2023Mark V. ShoenMajor ShareholderBuy132,500$52.43$6,946,975.00192,863View SEC Filing Icon  
6/13/2023Karl A. SchmidtInsiderBuy1,500$49.59$74,385.0024,000View SEC Filing Icon  
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  
See Full Table

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

3.63% 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
2/16/2024GSA Capital Partners LLP34,773$2.50M0.2%+10.3%0.018%Search for SEC Filing on Google Icon
2/15/2024Mercer Global Advisors Inc. ADV3,501$0.25M0.0%N/A0.002%Search for SEC Filing on Google Icon
2/15/2024Voloridge Investment Management LLC49,726$3.57M0.0%-37.9%0.025%Search for SEC Filing on Google Icon
2/15/2024Occudo Quantitative Strategies LP15,207$1.09M0.1%-13.6%0.008%Search for SEC Filing on Google Icon
2/15/2024Parkwood LLC84,410$6.06M0.6%N/A0.043%Search for SEC Filing on Google Icon
2/14/2024MGO One Seven LLC16,418$1.18M0.1%+25.5%0.008%Search for SEC Filing on Google Icon
2/14/2024Old West Investment Management LLC52,295$3.76M1.9%-70.3%0.027%Search for SEC Filing on Google Icon
2/13/2024Campbell & CO Investment Adviser LLC10,946$0.79M0.1%+57.6%0.006%Search for SEC Filing on Google Icon
2/9/2024Balboa Wealth Partners2,985$0.21M0.1%N/A0.002%Search for SEC Filing on Google Icon
2/7/2024BNP Paribas Financial Markets13,927$1M0.0%-10.1%0.007%Search for SEC Filing on Google Icon
2/7/2024Versor Investments LP5,935$0.43M0.1%-40.9%0.003%Search for SEC Filing on Google Icon
2/5/2024Intellectus Partners LLC5,696$0.41M0.1%+19.0%0.003%Search for SEC Filing on Google Icon
2/2/2024Motley Fool Asset Management LLC3,074$0.22M0.0%N/A0.002%Search for SEC Filing on Google Icon
1/31/2024Redmont Wealth Advisors LLC9,195$0.66M1.0%+12.8%0.005%Search for SEC Filing on Google Icon
1/31/2024Oliver Lagore Vanvalin Investment Group9,002$0.65M0.2%+6.9%0.005%Search for SEC Filing on Google Icon
1/30/2024Harel Insurance Investments & Financial Services Ltd.2,438$0.18M0.0%-32.3%0.001%Search for SEC Filing on Google Icon
1/25/2024Lodestone Wealth Management LLC3,378$0.24M0.1%-20.4%0.002%Search for SEC Filing on Google Icon
1/12/2024SG Americas Securities LLC1,723$0.12M0.0%-85.5%0.001%Search for SEC Filing on Google Icon
1/11/2024Lakewood Asset Management LLC3,848$0.28M0.2%-10.8%0.002%Search for SEC Filing on Google Icon
11/17/2023Jacobs Levy Equity Management Inc.62,108$3.39M0.0%N/A0.032%Search for SEC Filing on Google Icon
11/16/2023Tudor Investment Corp Et Al15,924$0.87M0.0%-78.0%0.008%Search for SEC Filing on Google Icon
11/15/2023GSA Capital Partners LLP31,527$1.72M0.1%+477.2%0.016%Search for SEC Filing on Google Icon
11/14/2023Ancient Art L.P.8,938$0.47M0.1%-82.6%0.005%Search for SEC Filing on Google Icon
11/13/2023Dark Forest Capital Management LP14,417$0.79M0.1%-11.2%0.007%Search for SEC Filing on Google Icon
11/13/2023Old West Investment Management LLC176,235$9.62M4.9%+1.0%0.090%Search for SEC Filing on Google Icon
11/9/2023Oliver Lagore Vanvalin Investment Group8,421$0.46M0.2%+23.8%0.004%Search for SEC Filing on Google Icon
11/8/2023Campbell & CO Investment Adviser LLC6,946$0.38M0.0%-31.1%0.004%Search for SEC Filing on Google Icon
11/8/2023HighTower Advisors LLC6,515$0.36M0.0%+15.9%0.003%Search for SEC Filing on Google Icon
11/6/2023Versor Investments LP10,045$0.55M0.1%+34.1%0.005%Search for SEC Filing on Google Icon
11/3/2023MGO One Seven LLC13,082$0.71M0.1%+3.1%0.007%Search for SEC Filing on Google Icon
10/30/2023Mcdonald Partners LLC16,325$0.89M0.3%+7.2%0.008%Search for SEC Filing on Google Icon
10/30/2023Barnett & Company Inc.13,810$0.75M0.6%N/A0.007%Search for SEC Filing on Google Icon
10/30/2023Harel Insurance Investments & Financial Services Ltd.3,603$0.20M0.0%-6.4%0.002%Search for SEC Filing on Google Icon
10/27/2023Allspring Global Investments Holdings LLC14,251$0.78M0.0%-9.0%0.007%Search for SEC Filing on Google Icon
10/25/2023Redmont Wealth Advisors LLC8,151$0.45M0.8%+5.0%0.004%Search for SEC Filing on Google Icon
10/25/2023Intellectus Partners LLC4,786$0.26M0.1%+7.3%0.002%Search for SEC Filing on Google Icon
10/24/2023Cambridge Investment Research Advisors Inc.3,786$0.21M0.0%N/A0.002%Search for SEC Filing on Google Icon
10/20/2023Lodestone Wealth Management LLC4,242$0.23M0.2%N/A0.002%Search for SEC Filing on Google Icon
10/11/2023Lakewood Asset Management LLC4,314$0.24M0.2%-90.4%0.002%Search for SEC Filing on Google Icon
10/10/2023FNY Investment Advisers LLC3,500$0.19M0.1%+16.7%0.002%Search for SEC Filing on Google Icon
10/10/2023First Hawaiian Bank4,682$0.26M0.0%+12.8%0.002%Search for SEC Filing on Google Icon
8/15/2023XTX Topco Ltd24,624$1.36M0.2%+166.2%0.013%Search for SEC Filing on Google Icon
8/15/2023Caxton Associates LP12,618$0.70M0.1%N/A0.006%Search for SEC Filing on Google Icon
8/14/2023Tudor Investment Corp Et Al72,392$4.01M0.0%+21.1%0.037%Search for SEC Filing on Google Icon
8/14/2023Marshall Wace LLP158,853$8.79M0.0%+286.4%0.081%Search for SEC Filing on Google Icon
8/14/2023Old West Investment Management LLC174,474$9.65M5.1%+31.7%0.089%Search for SEC Filing on Google Icon
8/14/2023WINTON GROUP Ltd10,518$0.58M0.0%-57.7%0.005%Search for SEC Filing on Google Icon
8/11/2023Cibc World Market Inc.38,626$2.14M0.0%+22.3%0.020%Search for SEC Filing on Google Icon
8/11/2023Campbell & CO Investment Adviser LLC10,076$0.56M0.1%N/A0.005%Search for SEC Filing on Google Icon
8/10/2023Great West Life Assurance Co. Can1,962$0.11M0.0%+58.4%0.001%Search for SEC Filing on Google Icon
8/9/2023BNP Paribas Arbitrage SNC14,256$0.79M0.0%-50.2%0.007%Search for SEC Filing on Google Icon
8/7/2023Versor Investments LP7,488$0.41M0.1%N/A0.004%Search for SEC Filing on Google Icon
8/3/2023Headlands Technologies LLC592$33K0.0%N/A0.000%Search for SEC Filing on Google Icon
7/31/2023Intellectus Partners LLC4,460$0.25M0.1%N/A0.002%Search for SEC Filing on Google Icon
7/25/2023Raymond James Financial Services Advisors Inc.3,953$0.22M0.0%-17.0%0.002%Search for SEC Filing on Google Icon
7/20/2023Redmont Wealth Advisors LLC7,760$0.43M0.7%N/A0.004%Search for SEC Filing on Google Icon
7/17/2023Mcdonald Partners LLC15,225$0.84M0.3%+201.5%0.008%Search for SEC Filing on Google Icon
7/11/2023FNY Investment Advisers LLC3,000$0.17M0.2%N/A0.002%Search for SEC Filing on Google Icon
7/10/2023SG Americas Securities LLC2,521$0.14M0.0%-56.5%0.001%Search for SEC Filing on Google Icon
7/7/2023First Hawaiian Bank4,152$0.23M0.0%N/A0.002%Search for SEC Filing on Google Icon
6/20/2023Oliver Lagore Vanvalin Investment Group3,987$0.24M0.1%N/A0.002%Search for SEC Filing on Google Icon
5/25/2023Brandywine Global Investment Management LLC12,535$0.75M0.0%-19.3%0.006%Search for SEC Filing on Google Icon
5/22/2023Ameriprise Financial Inc.126,994$7.58M0.0%+1,551.6%0.065%Search for SEC Filing on Google Icon
5/18/2023JPMorgan Chase & Co.16,795$1M0.0%+159.5%0.009%Search for SEC Filing on Google Icon
5/17/2023B. Riley Wealth Advisors Inc.6,332$0.38M0.0%+6.2%0.003%Search for SEC Filing on Google Icon
5/16/2023State Street Corp222,126$13.25M0.0%-17.7%0.113%Search for SEC Filing on Google Icon
5/16/2023Squarepoint Ops LLC31,656$1.89M0.0%+511.8%0.016%Search for SEC Filing on Google Icon
5/16/2023First Trust Advisors LP78,652$4.69M0.0%-45.0%0.040%Search for SEC Filing on Google Icon
5/16/2023Geode Capital Management LLC148,541$8.86M0.0%+16.9%0.076%Search for SEC Filing on Google Icon
5/16/2023Graham Capital Management L.P.12,346$0.74M0.0%N/A0.006%Search for SEC Filing on Google Icon
5/16/2023Alyeska Investment Group L.P.92,602$5.52M0.0%N/A0.047%Search for SEC Filing on Google Icon
5/16/2023Balyasny Asset Management L.P.27,327$1.42M0.0%N/A0.014%Search for SEC Filing on Google Icon
5/15/2023Schonfeld Strategic Advisors LLC35,028$2.09M0.0%+165.4%0.018%Search for SEC Filing on Google Icon
5/15/2023Cubist Systematic Strategies LLC17,373$1.04M0.0%-35.7%0.009%Search for SEC Filing on Google Icon
5/15/2023Public Employees Retirement System of Ohio4,473$0.27M0.0%-5.6%0.002%Search for SEC Filing on Google Icon
5/15/2023Punch & Associates Investment Management Inc.17,804$1.06M0.1%-1.4%0.009%Search for SEC Filing on Google Icon
5/15/2023Maverick Capital Ltd.8,340$0.50M0.0%N/A0.004%Search for SEC Filing on Google Icon
5/15/2023Two Sigma Advisers LP10,700$0.64M0.0%-59.0%0.005%Search for SEC Filing on Google Icon
5/15/2023Two Sigma Investments LP20,600$1.23M0.0%-65.2%0.011%Search for SEC Filing on Google Icon
5/15/2023Healthcare of Ontario Pension Plan Trust Fund6,832$0.41M0.0%+284.5%0.003%Search for SEC Filing on Google Icon
5/15/2023Ossiam445$27K0.0%+429.8%0.000%Search for SEC Filing on Google Icon
5/15/2023XTX Topco Ltd9,249$0.55M0.1%-72.0%0.005%Search for SEC Filing on Google Icon
5/12/2023Systematic Financial Management LP24,607$1.47M0.0%-5.6%0.013%Search for SEC Filing on Google Icon
5/12/2023Bruce & Co. Inc.74,764$4.46M1.2%-0.4%0.038%Search for SEC Filing on Google Icon
5/12/2023Great West Life Assurance Co. Can1,239$74K0.0%+55.1%0.001%Search for SEC Filing on Google Icon
5/12/2023BlackRock Inc.423,497$25.26M0.0%+11.2%0.216%Search for SEC Filing on Google Icon
5/12/2023BNP Paribas Arbitrage SNC28,620$1.71M0.0%+53.5%0.015%Search for SEC Filing on Google Icon
5/12/2023Bank of America Corp DE5,696$0.34M0.0%-28.3%0.003%Search for SEC Filing on Google Icon
5/12/2023Franklin Resources Inc.14,323$0.85M0.0%-14.4%0.007%Search for SEC Filing on Google Icon
5/12/2023HRT Financial LP41,606$2.48M0.0%N/A0.021%Search for SEC Filing on Google Icon
5/12/2023Brandywine Global Investment Management LLC12,535$0.75M0.0%-19.3%0.006%Search for SEC Filing on Google Icon
5/12/2023Smead Capital Management Inc.578,055$34.48M0.7%-0.2%0.295%Search for SEC Filing on Google Icon
5/12/2023UBS Group AG22,518$1.34M0.0%+1,894.5%0.011%Search for SEC Filing on Google Icon
5/12/2023Ethic Inc.7,538$0.44M0.0%+23.6%0.004%Search for SEC Filing on Google Icon
5/12/2023Dark Forest Capital Management LP1,949$0.12M0.0%N/A0.001%Search for SEC Filing on Google Icon
5/12/2023Dimensional Fund Advisors LP424,968$25.35M0.0%-6.4%0.217%Search for SEC Filing on Google Icon
5/12/2023Aviva PLC20,576$1.23M0.0%-60.7%0.010%Search for SEC Filing on Google Icon
5/12/2023Charles Schwab Investment Management Inc.57,814$3.45M0.0%-32.4%0.029%Search for SEC Filing on Google Icon
5/11/2023EverSource Wealth Advisors LLC37,469$2.24M0.3%+4,480.6%0.019%Search for SEC Filing on Google Icon
5/11/2023FMR LLC478,687$28.55M0.0%+109.4%0.244%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
U-Haul logo
U-Haul Holding Company operates as a do-it-yourself moving and storage operator for household and commercial goods in the United States and Canada. The company's Moving and Storage segment rents trucks, trailers, portable moving and storage units, specialty rental items, and self-storage spaces primarily to the household movers; and sells moving supplies, towing accessories, and propane. It also provides uhaul.com, an online marketplace that connects consumers to independent Moving Help service providers and independent self-storage affiliates; auto transport and tow dolly options to transport vehicles; and specialty boxes for dishes, computers, flat screen television, and sensitive electronic equipment, as well as tapes, security locks, and packing supplies. This segment rents its products and services through a network of approximately 2,200 company operated retail moving stores and 21,300 independent U-Haul dealers. It also has a rental fleet of approximately 192,200 trucks, 138,500 trailers, and 44,500 towing devices; and 1,904 self-storage locations with approximately 949,000 rentable storage units. The company's Property and Casualty Insurance segment offers loss adjusting and claims handling services. It also provides moving and storage protection packages, such as Safemove and Safetow packages, which offer moving and towing customers with a damage waiver, cargo protection, and medical and life insurance coverage; Safestor that protects storage customers from loss on their goods in storage; Safestor Mobile, which protects customers stored belongings; and Safemove Plus, which provides rental customers with a layer of primary liability protection. Its 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 formerly known as AMERCO. The company was founded in 1945 and is based in Reno, Nevada.
Read More on U-Haul

Today's Range

Now: $67.54
Low: $66.54
High: $67.67

50 Day Range

MA: $65.87
Low: $62.16
High: $67.85

52 Week Range

Now: $67.54
Low: $48.07
High: $73.03

Volume

96,653 shs

Average Volume

97,406 shs

Market Capitalization

$13.24 billion

P/E Ratio

20.78

Dividend Yield

N/A

Beta

1.06

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

U-Haul's top insider shareholders include:
  1. Edward J Shoen (President)
  2. Grove Holdings Lp Willow (Major Shareholder)
  3. Mark V Shoen (Major Shareholder)
  4. John P Brogan (Director)
  5. Karl A Schmidt (Insider)
  6. James J Grogan (Insider)
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. Parkwood LLC — 0.04%
  2. Old West Investment Management LLC — 0.03%
  3. Voloridge Investment Management LLC — 0.03%
  4. GSA Capital Partners LLP — 0.02%
  5. MGO One Seven LLC — 0.01%
  6. Occudo Quantitative Strategies LP — 0.01%
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. Old West Investment Management LLC
  2. Voloridge Investment Management LLC
  3. SG Americas Securities LLC
  4. Citadel Advisors LLC
  5. Versor Investments LP
  6. Occudo Quantitative Strategies LP
  7. BNP Paribas Financial Markets
  8. Harel Insurance Investments & Financial Services Ltd.

Which major investors are buying U-Haul stock?

During the previous quarter, UHAL stock was acquired by institutional investors including:
  1. Parkwood LLC
  2. Campbell & CO Investment Adviser LLC
  3. Mercer Global Advisors Inc. ADV
  4. MGO One Seven LLC
  5. GSA Capital Partners LLP
  6. Motley Fool Asset Management LLC
  7. Balboa Wealth Partners
  8. Redmont Wealth Advisors LLC
Within the previous year, these company insiders have bought U-Haul stock:
  1. Edward J Shoen (President)
  2. Grove Holdings Lp Willow (Major Shareholder)
  3. Mark V Shoen (Major Shareholder)
  4. John P Brogan (Director)
  5. Karl A Schmidt (Insider)
  6. James J Grogan (Insider)
Learn More investors buying U-Haul stock.