U-Haul Holding Co

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.

Company Info

Company codeUHAL

Company nameU-Haul Holding Co

IPO dateMar 31, 1994

Founded at1969

CEO- -

Number of employees16744

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/

Company codeUHAL

IPO dateMar 31, 1994

Founded at1969

Company Executives

Name

Name/Position

Position

Shareholding

Change

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

Chairman of the Board, President

25.15K

--

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 - I.R.

--

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

25.15K

--

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: USDUpdate time: Sun, Apr 6

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

878.59M

63.27%

Self-storage revenues

227.13M

16.36%

Other revenue

111.75M

8.05%

Self-moving and self-storage products and service sales

70.41M

5.07%

Net investment and interest income

40.54M

2.92%

Other

60.16M

4.33%

By RegionUSD

Name

Revenue

Proportion

United States

1.32B

94.97%

Canada

69.86M

5.03%

By Business

By Region

By BusinessUSD

Name

Revenue

Proportion

Self-moving equipment rentals

878.59M

63.27%

Self-storage revenues

227.13M

16.36%

Other revenue

111.75M

8.05%

Self-moving and self-storage products and service sales

70.41M

5.07%

Net investment and interest income

40.54M

2.92%

Other

60.16M

4.33%

Shareholder

Update time: Fri, Feb 21

Shareholder Statistics

Type

Shareholder Statistics

Shareholder

Proportion

Willow Grove Holdings, L.P.

49.94%

Shoen (Sophia M)

6.47%

The Vanguard Group, Inc.

4.26%

AMERCO ESOP Trust

4.22%

Southpoint Capital Advisors LP

3.57%

Other

31.54%

Shareholder Statistics

Shareholder

Proportion

Willow Grove Holdings, L.P.

49.94%

Shoen (Sophia M)

6.47%

The Vanguard Group, Inc.

4.26%

AMERCO ESOP Trust

4.22%

Southpoint Capital Advisors LP

3.57%

Other

31.54%

Type

Shareholder

Proportion

Corporation

54.16%

Investment Advisor

13.73%

Investment Advisor/Hedge Fund

13.28%

Hedge Fund

9.46%

Individual Investor

6.75%

Sovereign Wealth Fund

2.07%

Research Firm

0.51%

Pension Fund

0.35%

Bank and Trust

0.05%

Institutional Shareholding

Update time: Mon, Jan 20

Reporting Period

No. of institutions

Shares Held

Proportion

Change

2025Q1

487

19.69M

100.40%

-703.29K

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

2023Q1

742

19.65M

100.20%

-2.26M

2022Q4

751

20.37M

103.89%

+544.16K

Shareholder Activity

Name

Shares Held

Proportion

Change

Chg %

Date

Willow Grove Holdings, L.P.

9.79M

49.94%

--

Mar 31, 2024

Shoen (Sophia M)

1.27M

6.47%

--

Mar 31, 2024

The Vanguard Group, Inc.

835.32K

4.26%

-19.24K

-2.25%

Dec 31, 2024

AMERCO ESOP Trust

827.26K

4.22%

+604.00

+0.07%

Mar 31, 2024

Southpoint Capital Advisors LP

700.00K

3.57%

+100.00K

+16.67%

Dec 31, 2024

Trian Fund Management, L.P.

652.00K

3.33%

+202.41K

+45.02%

Dec 31, 2024

Scharf Investments, LLC

635.40K

3.24%

-68.61K

-9.74%

Dec 31, 2024

Smead Capital Management, Inc.

447.97K

2.28%

-95.27K

-17.54%

Dec 31, 2024

Norges Bank Investment Management (NBIM)

406.82K

2.07%

+68.09K

+20.10%

Dec 31, 2024

BlackRock Institutional Trust Company, N.A.

338.69K

1.73%

+3.84K

+1.15%

Dec 31, 2024

Related ETFs

Update time: Fri, May 2

Name

Proportion

Fidelity Fundamental Large Cap Value ETF

0.9%

SPDR S&P Transportation ETF

0.84%

Motley Fool Next Index ETF

0.57%

iShares US Transportation ETF

0.1%

Inspire 500 ETF

0.09%

Direxion Daily Transportation Bull 3X Shares

0.07%

JPMorgan US Value Factor ETF

0.05%

AvantisUS Mid Cap Value ETF

0.04%

SPDR Russell 1000 Low Volatility Focus ETF

0.02%

Avantis US Mid Cap Equity ETF

0.02%

Fidelity Fundamental Large Cap Value ETF

Proportion0.9%

SPDR S&P Transportation ETF

Proportion0.84%

Motley Fool Next Index ETF

Proportion0.57%

iShares US Transportation ETF

Proportion0.1%

Inspire 500 ETF

Proportion0.09%

Direxion Daily Transportation Bull 3X Shares

Proportion0.07%

JPMorgan US Value Factor ETF

Proportion0.05%

AvantisUS Mid Cap Value ETF

Proportion0.04%

SPDR Russell 1000 Low Volatility Focus ETF

Proportion0.02%

Avantis US Mid Cap Equity ETF

Proportion0.02%

Dividend

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

Date

Type

Ratio

No Data

Date

Type

Ratio

No Data

61.465USD

U-Haul Holding Co

61.465

Overview

Company