U-Haul Holding Co - Detailed Introduction, Company Background, Business Scope, Financial Data, and Market Performance

More Details of U-Haul Holding Co Company

U-Haul Holding Company is a do-it-yourself moving and storage operator through its subsidiary U-Haul International, Inc. (U-Haul). Its primary focus is to provide its customers with a selection of moving rental equipment, convenient self-storage rental facilities and portable moving and storage units and related moving and self-storage products and services. Its segments include Moving and Storage, Property and Casualty Insurance and Life Insurance. The Moving and Storage segment consists of the rental of trucks and trailers, sales of moving supplies, towing accessories, and propane and the rental of fixed and portable moving and storage units to the do-it-yourself mover and management of self-storage properties owned by others. Its Property and Casualty Insurance segment provides loss adjusting and claims handling for U-Haul through regional offices in the United States and Canada. The Life Insurance segment provides life and health insurance products primarily for the senior market.

U-Haul Holding Co Info

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Ticker SymbolUHAL

Company nameU-Haul Holding Co

IPO dateMar 31, 1994

CEO- -

Number of employees16830

Security typeOrdinary Share

Fiscal year-endMar 31

Address5555 Kietzke Lane Ste 100

CityRENO

Stock exchangeNYSE Consolidated

CountryUnited States of America

Postal code89511

Phone17756886300

Websitehttps://www.amerco.com/

Ticker SymbolUHAL

IPO dateMar 31, 1994

CEO- -

Company Executives of U-Haul Holding Co

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Name

Name/Position

Position

Shareholding

Change

Mr. Edward J. (Joe) Shoen, J.D.

Chairman of the Board, President

25.11K

--

Mr. John P. Brogan, CPA

Independent Director

5.55K

--

Mr. John C. (JT) Taylor

President of U-Haul

2.51K

--

Mr. Karl A. Schmidt

Independent Director

2.50K

--

Mr. James J. Grogan, Esq.

Independent Director

100.00

--

Mr. Matthew F. Braccia

President of Amerco Real Estate Company

--

Mr. Samuel J. (Sam) Shoen

Vice Chairman of the Board, U-Box Project Manager

--

Mr. Sebastien Reyes

Director - Investor Relations

--

Ms. Maria Lourdes Bell

Chief Accounting Officer

--

Ms. Roberta Roberts (Sissie) Shank

Independent Director

--

Name

Name/Position

Position

Shareholding

Change

Mr. Edward J. (Joe) Shoen, J.D.

Chairman of the Board, President

25.11K

--

Mr. John P. Brogan, CPA

Independent Director

5.55K

--

Mr. John C. (JT) Taylor

President of U-Haul

2.51K

--

Mr. Karl A. Schmidt

Independent Director

2.50K

--

Mr. James J. Grogan, Esq.

Independent Director

100.00

--

Mr. Matthew F. Braccia

President of Amerco Real Estate Company

--

Revenue Breakdown

Currency: USDUpdated: Mon, Oct 6

FY2026Q1

FY2025

FY2025Q4

FY2025Q3

FY2025Q2

FY2025Q1

FY2024

FY2024Q4

FY2024Q3

FY2024Q2

FY2024Q1

FY2023

FY2023Q4

FY2023Q3

FY2023Q2

FY2023Q1

FY2022

FY2022Q4

FY2021

FY2020

FY2019

By BusinessUSD

Name

Revenue

Proportion

Self-moving equipment rentals

1.06B

64.91%

Self-storage revenues

234.24M

14.37%

Other revenue

154.07M

9.45%

Self-moving and self-storage products and service sales

98.19M

6.02%

Net investment and interest income

35.21M

2.16%

Other

50.49M

3.10%

By RegionUSD

Name

Revenue

Proportion

United States

1.54B

94.66%

Canada

87.13M

5.34%

By Business

By Region

By BusinessUSD

Name

Revenue

Proportion

Self-moving equipment rentals

1.06B

64.91%

Self-storage revenues

234.24M

14.37%

Other revenue

154.07M

9.45%

Self-moving and self-storage products and service sales

98.19M

6.02%

Net investment and interest income

35.21M

2.16%

Other

50.49M

3.10%

Shareholding Stats

Updated: Sun, Aug 17

Shareholders

Shareholder Types

Shareholders

Proportion

Willow Grove Holdings, L.P.

49.94%

Scharf Investments, LLC

7.39%

Shoen (Sophia M)

6.47%

The Vanguard Group, Inc.

4.40%

AMERCO ESOP Trust

3.74%

Other

28.07%

Shareholders

Proportion

Willow Grove Holdings, L.P.

49.94%

Scharf Investments, LLC

7.39%

Shoen (Sophia M)

6.47%

The Vanguard Group, Inc.

4.40%

AMERCO ESOP Trust

3.74%

Other

28.07%

Shareholder Types

Shareholders

Proportion

Corporation

53.68%

Investment Advisor

18.25%

Hedge Fund

10.70%

Investment Advisor/Hedge Fund

8.91%

Individual Investor

6.74%

Sovereign Wealth Fund

2.73%

Research Firm

1.30%

Pension Fund

0.68%

Venture Capital

0.07%

Institutional Shareholding

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Updated: Wed, Oct 1

Reporting Period

No. of institutions

Shares Held

Proportion

Change

2025Q3

447

8.38M

42.72%

-55.15K

2025Q2

461

20.15M

102.76%

-483.31K

2025Q1

500

19.38M

98.82%

-1.57M

2024Q4

538

19.75M

100.71%

-1.62M

2024Q3

649

19.33M

98.57%

-2.46M

2024Q2

662

19.30M

98.42%

-2.58M

2024Q1

677

19.34M

98.65%

-2.16M

2023Q4

710

19.22M

98.00%

-2.63M

2023Q3

716

19.59M

99.89%

-2.45M

2023Q2

733

19.70M

100.49%

-2.44M

Shareholder Activity

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Name

Shares Held

Proportion

Change

Chg %

Date

Willow Grove Holdings, L.P.

9.79M

49.94%

--

Mar 31, 2025

Scharf Investments, LLC

1.45M

7.39%

+838.38K

+137.23%

Jun 30, 2025

Shoen (Sophia M)

1.27M

6.47%

--

Mar 31, 2025

The Vanguard Group, Inc.

862.24K

4.4%

+15.07K

+1.78%

Jun 30, 2025

AMERCO ESOP Trust

732.87K

3.74%

-94.39K

-11.41%

Mar 31, 2025

Southpoint Capital Advisors LP

650.00K

3.31%

-50.00K

-7.14%

Jun 30, 2025

Norges Bank Investment Management (NBIM)

534.47K

2.73%

+127.65K

+31.38%

Jun 30, 2025

Trian Fund Management, L.P.

353.33K

1.8%

-298.67K

-45.81%

Jun 30, 2025

Millennium Management LLC

349.20K

1.78%

+293.23K

+523.88%

Jun 30, 2025

BlackRock Institutional Trust Company, N.A.

342.62K

1.75%

-15.45K

-4.31%

Jun 30, 2025

Related ETFs

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Updated: Mon, Oct 6

Name

Proportion

Fidelity Fundamental Large Cap Value ETF

0.7%

SPDR S&P Transportation ETF

0.67%

Motley Fool Next Index ETF

0.48%

iShares US Transportation ETF

0.09%

Inspire 500 ETF

0.07%

Direxion Daily Transportation Bull 3X Shares

0.06%

JPMorgan US Value Factor ETF

0.04%

AvantisUS Mid Cap Value ETF

0.02%

DFA Dimensional US Small Cap Value ETF

0.01%

Humankind US Stock ETF

0.01%

Fidelity Fundamental Large Cap Value ETF

Proportion0.7%

SPDR S&P Transportation ETF

Proportion0.67%

Motley Fool Next Index ETF

Proportion0.48%

iShares US Transportation ETF

Proportion0.09%

Inspire 500 ETF

Proportion0.07%

Direxion Daily Transportation Bull 3X Shares

Proportion0.06%

JPMorgan US Value Factor ETF

Proportion0.04%

AvantisUS Mid Cap Value ETF

Proportion0.02%

DFA Dimensional US Small Cap Value ETF

Proportion0.01%

Humankind US Stock ETF

Proportion0.01%

Dividend

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A total of 0.00 USD has been distributed in dividends over the past 5 years.

Date

Dividend

Record Date

Payment Date

Ex-dividend Date

No Data

Stock Split

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Date

Type

Ratio

No Data

Date

Type

Ratio

No Data