• Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • Settings
  • RSS Feeds
Quantisnow Logo
  • Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • Settings
  • RSS Feeds
Dashboard
    Quantisnow Logo

    © 2025 quantisnow.com
    Democratizing insights since 2022

    Services
    Live news feedsRSS FeedsAlerts
    Company
    AboutQuantisnow PlusContactJobs
    Legal
    Terms of usePrivacy policyCookie policy

    SEC Form SC 13D/A filed by U-Haul Holding Company (Amendment)

    3/27/23 8:48:31 PM ET
    $UHAL
    Rental/Leasing Companies
    Consumer Discretionary
    Get the next $UHAL alert in real time by email
    SC 13D/A 1 tm2310633d1_sc13da.htm SC 13D/A

     

     

     

    UNITED STATES
    SECURITIES AND EXCHANGE COMMISSION
    Washington, D.C. 20549

     

    SCHEDULE 13D/A

     

    Under the Securities Exchange Act of 1934
    (Amendment No. 14)*

     

    INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT

    TO RULE 13(D)-1(A) AND AMENDMENTS THERETO FILED PURSUANT TO RULE 13D-2(A)

     

    U-Haul Holding Company
    (Name of Issuer)

     

    Common Stock, $0.25 par value per share
    (Title of Class of Securities)

     

    023586100
    (CUSIP Number)

     

    Laurence J. De Respino
    2727 North Central Avenue
    Phoenix, Arizona 85004
    (602) 263-6788
    (Name, Address and Telephone Number of Person Authorized to Receive Notices and Communications)

     

    March 23, 2023
    (Date of Event Which Requires Filing of This Statement)

     

    If the filing person has previously filed a statement on Schedule 13G to report the acquisition that is the subject of this Schedule 13D, and is filing this schedule because of Rule 13d-1(e), 13d-1(f) or 13d-1(g), check the following box. ¨

     

    Note: Schedules filed in paper format shall include a signed original and five copies of the schedule, including all exhibits. See Rule 13d-7 for other parties to whom copies are to be sent.

     

    * The remainder of this cover page shall be filled out for a reporting person’s initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter disclosures provided in a prior cover page.

     

    The information required on the remainder of this cover page shall not be deemed to be “filed” for the purpose of Section 18 of the Securities Exchange Act of 1934 (the “Act”) or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes).

     

     

     

     

     

    CUSIP No. 023586100 SCHEDULE 13D

     

    1.

    Name of Reporting Person

     

    Edward J. Shoen

    2.

    Check the Appropriate Box if a Member of a Group

     

    (a) x  (b) ¨

    3.

    SEC Use Only

     

    4.

    Source of Funds

     

    AF

    5. 

    Check if Disclosure of Legal Proceedings is Required Pursuant to Item 2(d) or 2(e)

     

    ¨

    6.

    Citizenship or Place of Organization

     

    United States

     

    NUMBER OF

     

    SHARES

     

    BENEFICIALLY

     

    OWNED BY

     

    EACH

     

    REPORTING

     

    PERSON WITH

     

    7.

    Sole Voting Power

     

    47

    8.

    Shared Voting power

     

    9,791,911(1)

    9.

    Sole Dispositive Power

     

    47

    10.

    Shared Dispositive Power

     

    9,791,911(1)

    11.

    Aggregate Amount Beneficially Owned by Each Reporting Person

     

    9,791,958(1)

    12.

    Check if the Aggregate Amount in Row (11) Excludes Certain Shares

     

    ¨

    13.

    Percent of Class Represented by Amount in Row (11)

     

    49.94%(1)

    14.

    Type of Reporting Person

     

    IN 

           

    (1) See Item 5 below.

     

     

     

    CUSIP No. 023586100 SCHEDULE 13D

     

    1.

    Name of Reporting Person

     

    Mark V. Shoen

    2.

    Check the Appropriate Box if a Member of a Group

     

    (a) x  (b) ¨

    3.

    SEC Use Only

     

    4.

    Source of Funds

     

    AF

    5. 

    Check if Disclosure of Legal Proceedings is Required Pursuant to Item 2(d) or 2(e)

     

    ¨

    6.

    Citizenship or Place of Organization

     

    United States

     

    NUMBER OF

     

    SHARES

     

    BENEFICIALLY

     

    OWNED BY

     

    EACH

     

    REPORTING

     

    PERSON WITH

     

    7.

    Sole Voting Power

     

    36,584

    8.

    Shared Voting power

     

    9,791,911(2)

    9.

    Sole Dispositive Power

     

    36,584

    10.

    Shared Dispositive Power

     

    9,791,911(2)

    11.

    Aggregate Amount Beneficially Owned by Each Reporting Person

     

    9,828,495(2)

    12.

    Check if the Aggregate Amount in Row (11) Excludes Certain Shares

     

    ¨

    13.

    Percent of Class Represented by Amount in Row (11)

     

    50.13%(2)

    14.

    Type of Reporting Person

     

    IN 

           

    (2) See Item 5 below.

     

     

     

    CUSIP No. 023586100 SCHEDULE 13D

     

    1.

    Name of Reporting Person

     

    Foster Road LLC

    2.

    Check the Appropriate Box if a Member of a Group

     

    (a) x  (b) ¨

    3.

    SEC Use Only

     

    4.

    Source of Funds

     

    OO

    5. 

    Check if Disclosure of Legal Proceedings is Required Pursuant to Item 2(d) or 2(e)

     

    ¨

    6.

    Citizenship or Place of Organization

     

    Delaware

     

    NUMBER OF

     

    SHARES

     

    BENEFICIALLY

     

    OWNED BY

     

    EACH

     

    REPORTING

     

    PERSON WITH

     

    7.

    Sole Voting Power

     

    0

    8.

    Shared Voting power

     

    9,791,911(3)

    9.

    Sole Dispositive Power

     

    0

    10.

    Shared Dispositive Power

     

    9,791,911(3)

    11.

    Aggregate Amount Beneficially Owned by Each Reporting Person

     

    9,791,911(3)
    12.

    Check if the Aggregate Amount in Row (11) Excludes Certain Shares

     

    ¨

    13.

    Percent of Class Represented by Amount in Row (11)

     

    49.94%(3)

    14.

    Type of Reporting Person

     

    OO

           

    (3) See Item 5 below.

     

     

     

    CUSIP No. 023586100 SCHEDULE 13D

     

    1.

    Name of Reporting Person

     

    Willow Grove Holdings LP

    2.

    Check the Appropriate Box if a Member of a Group

     

    (a) x  (b) ¨

    3.

    SEC Use Only

     

    4.

    Source of Funds

     

    OO

    5. 

    Check if Disclosure of Legal Proceedings is Required Pursuant to Item 2(d) or 2(e)

     

    ¨

    6.

    Citizenship or Place of Organization

     

    Delaware

     

    NUMBER OF

     

    SHARES

     

    BENEFICIALLY

     

    OWNED BY

     

    EACH

     

    REPORTING

     

    PERSON WITH

     

    7.

    Sole Voting Power

     

    0

    8.

    Shared Voting power

     

    9,791,911(4)

    9.

    Sole Dispositive Power

     

    0

    10.

    Shared Dispositive Power

     

    9,791,911(4)

    11.

    Aggregate Amount Beneficially Owned by Each Reporting Person

     

    9,791,911(4)

    12.

    Check if the Aggregate Amount in Row (11) Excludes Certain Shares

     

    ¨

    13.

    Percent of Class Represented by Amount in Row (11)

     

    49.94%(4)

    14.

    Type of Reporting Person

     

    PN

           

    (4) See Item 5 below.

     

     

     

    CUSIP No. 023586100 SCHEDULE 13D

     

    1.

    Name of Reporting Person

     

    Blackwater Investments, Inc.

    2.

    Check the Appropriate Box if a Member of a Group

     

    (a) x  (b) ¨

    3.

    SEC Use Only

     

    4.

    Source of Funds

     

    OO

    5. 

    Check if Disclosure of Legal Proceedings is Required Pursuant to Item 2(d) or 2(e)

     

    ¨

    6.

    Citizenship or Place of Organization

     

    Nevada

     

    NUMBER OF

     

    SHARES

     

    BENEFICIALLY

     

    OWNED BY

     

    EACH

     

    REPORTING

     

    PERSON WITH

     

    7.

    Sole Voting Power

     

    0

    8.

    Shared Voting power

     

    2,229,027(5)
    9.

    Sole Dispositive Power

     

    0

    10.

    Shared Dispositive Power

     

    2,229,027(5)

    11.

    Aggregate Amount Beneficially Owned by Each Reporting Person

     

    2,229,027(5)
    12.

    Check if the Aggregate Amount in Row (11) Excludes Certain Shares

     

    ¨

    13.

    Percent of Class Represented by Amount in Row (11)

     

    11.37%(5)

    14.

    Type of Reporting Person

     

    CO

           

    (5) See Item 5 below.

     

     

     

    CUSIP No. 023586100 SCHEDULE 13D

     

    1.

    Name of Reporting Person

     

    Clarendon Strategies, LLC

    2.

    Check the Appropriate Box if a Member of a Group

     

    (a) x  (b) ¨

    3.

    SEC Use Only

     

    4.

    Source of Funds

     

    OO

    5. 

    Check if Disclosure of Legal Proceedings is Required Pursuant to Item 2(d) or 2(e)

     

    ¨

    6.

    Citizenship or Place of Organization

     

    Arizona

     

    NUMBER OF

     

    SHARES

     

    BENEFICIALLY

     

    OWNED BY

     

    EACH

     

    REPORTING

     

    PERSON WITH

     

    7.

    Sole Voting Power

     

    0

    8.

    Shared Voting power

     

    1,324,000(6)
    9.

    Sole Dispositive Power

     

    0

    10.

    Shared Dispositive Power

     

    1,324,000(6)

    11.

    Aggregate Amount Beneficially Owned by Each Reporting Person

     

    1,324,000(6)
    12.

    Check if the Aggregate Amount in Row (11) Excludes Certain Shares

     

    ¨

    13.

    Percent of Class Represented by Amount in Row (11)

     

    6.75%(6)

    14.

    Type of Reporting Person

     

    OO

           

    (6) See Item 5 below.

     

     

     

    CUSIP No. 023586100 SCHEDULE 13D

     

    1.

    Name of Reporting Person

     

    SAC Holding Corporation

    2.

    Check the Appropriate Box if a Member of a Group

     

    (a) x  (b) ¨

    3.

    SEC Use Only

     

    4.

    Source of Funds

     

    OO

    5. 

    Check if Disclosure of Legal Proceedings is Required Pursuant to Item 2(d) or 2(e)

     

    ¨

    6.

    Citizenship or Place of Organization

     

    Nevada

     

    NUMBER OF

     

    SHARES

     

    BENEFICIALLY

     

    OWNED BY

     

    EACH

     

    REPORTING

     

    PERSON WITH

     

    7.

    Sole Voting Power

     

    0

    8.

    Shared Voting power

     

    24,900(5)
    9.

    Sole Dispositive Power

     

    0

    10.

    Shared Dispositive Power

     

    24,900(5)

    11.

    Aggregate Amount Beneficially Owned by Each Reporting Person

     

    24,900(5)
    12.

    Check if the Aggregate Amount in Row (11) Excludes Certain Shares

     

    ¨

    13.

    Percent of Class Represented by Amount in Row (11)

     

    0.13%(5)

    14.

    Type of Reporting Person

     

    CO

           

    (5) See Item 5 below.

     

     

     

    Introduction

     

    This Amendment No. 14 (this “Amendment”) relates to the Schedule 13D filed on July 13, 2006, as amended by Amendment No. 1 filed on March 9, 2007, as amended by Amendment No. 2 filed on June 26, 2009, as amended by Amendment No. 3 filed on May 1, 2013, as amended by Amendment No. 4 filed on December 17, 2015, as amended by Amendment No. 5 filed on February 12, 2016, as amended by Amendment No. 6 filed on September 14, 2016, as amended by Amendment No. 7 filed on June 9, 2017, as amended by Amendment No. 8 filed on June 30, 2017, as amended by Amendment No. 9 filed on October 4, 2018, as amended by Amendment No. 10 filed on November 14, 2022, as amended by Amendment No. 11 filed on November 18, 2022, as amended by Amendment No. 12 filed on December 1, 2022 and as amended by Amendment No. 13 filed on December 12, 2022 (the “Schedule 13D”), which relates to a group now consisting of Edward J. Shoen, Mark V. Shoen, Foster Road LLC (“Foster Road”), Willow Grove Holdings LP (“Willow Grove”), Blackwater Investments, Inc. (“Blackwater”), Clarendon Strategies, LLC (“Clarendon”) and SAC Holding Corporation (“SAC”) each individually and/or on behalf of the various entities as applicable (the “Reporting Persons”) with respect to the voting common stock, $0.25 par value per share (the “Common Stock”), of U-Haul Holding Company (the “Company”).

     

    Item 3. Source and Amount of Funds or Other Consideration

     

    As described in more detail below in Item 5(c), SAC purchased an aggregate of 24,900 shares of Common Stock in open market purchases for an aggregate purchase price of $1,404,711.46. The source of funds used in connection with the purchase of these shares of Common Stock was the working capital of SAC and its affiliates.

     

    Item 5. Interest in Securities of the Issuer.

     

    (a)-(b) As set forth below, each of the Reporting Persons beneficially owns the number and percentage of shares of Common Stock and Non-Voting Common Stock of the Company individually and as a group and each of the Reporting Persons maintains such sole or shared voting power as applicable. Each of the Reporting Persons continues to maintain sole dispositive power in respect of the shares beneficially owned individually by such Reporting Person. As of February 4, 2023, there were 19,607,788 shares of Common Stock outstanding, and as of February 4, 2023, there were 176,470,092 shares of Non-Voting Common Stock outstanding, each of which is used as the basis for calculating percentages.

     

    Willow Grove is the record holder of 7,562,884 shares of Common Stock and 68,065,956 shares of Non-Voting Common Stock. Foster Road, which is owned and controlled by various trusts associated with Mark V. Shoen and Edward J. Shoen, owns a 0.1% general partner interest in Willow Grove. The managers of Foster Road are Stuart Shoen and Mark V. Shoen. The trustees of the trusts and managers of Foster Road may be deemed to share beneficial ownership of the securities held of record by Willow Grove. Each of them disclaims beneficial ownership of any such securities except to the extent of such persons pecuniary interest therein, and the filing of this Schedule 13D shall not be construed as an admission that any such person is the beneficial owner of such securities for purposes of Section 13(d) or Section 13(g) of the Act or for any other purposes.

     

    Blackwater is a wholly-owned subsidiary of Willow Grove and is the record holder of 880,127 shares of Common Stock and 7,921,143 shares of Non-Voting Common Stock. Mark V. Shoen is the president and sole director of Blackwater. By virtue of Blackwater’s ownership of Clarendon and SAC, Blackwater is deemed to be the indirect owner of shares of Common Stock held by Clarendon and SAC. Accordingly, Blackwater directly and indirectly own 2,229,027 shares of Common Stock, approximately 11.37% of the Common Stock outstanding, and 7,921,143 shares of Non-Voting Common Stock, approximately 4.49% of the Non-Voting Common Stock outstanding.

     

     

     

    Clarendon is a wholly-owned subsidiary of Blackwater and is the record holder of 1,324,000 shares of Common Stock. Mark V. Shoen is the sole manager of Clarendon.

     

    SAC is a wholly-owned subsidiary of Blackwater and is the record holder of 24,900 shares of Common Stock. Mark V. Shoen is the president and the directors of SAC are Mark V. Shoen and Stuart Shoen.

     

    By virtue of Willow Grove’s ownership of Blackwater, Clarendon and SAC, Willow Grove and Foster Road are deemed to be indirect owners of shares of Common Stock and Non-Voting Common Stock held by Blackwater, Clarendon and SAC. Accordingly, Willow Grove and Foster Road directly and indirectly own 9,791,911 shares of Common Stock, approximately 49.94% of the Common Stock outstanding and 75,987,099 shares of Non-Voting Common Stock, approximately 43.1% of the Non-Voting Common Stock outstanding.

     

    Edward J. Shoen:

     

    Individually - is the record holder of 32 shares of Common Stock and 288 shares of Non-Voting Common Stock, the beneficial owner of 15 shares of Common Stock and 136 shares of Non-Voting Common Stock held by an ESOP Trust Fund, and is the beneficiary of 25,106 shares of Common Stock and 225,954 shares of Non-Voting Common Stock held by the EJS-028 Trust, but does not have voting or dispositive control the shares held by EJS-028 Trust.

     

    As Foster Road is owned and controlled by various trusts associated with Mark V. Shoen and Edward J. Shoen, Edward J. Shoen may be deemed to be an indirect owner of the shares held directly and indirectly by Willow Grove. Accordingly, Edward J. Shoen directly and indirectly owns 9,791,958 shares of Common Stock, approximately 49.94% of the Common Stock outstanding and 76,213,477 shares of Non-Voting Common Stock, approximately 43.2% of the Non-Voting Common Stock outstanding.

     

    Mark V. Shoen:

     

    Individually - is the record holder of 4,771 shares of Common Stock and 42,931 shares of Non-Voting Common. He is also the trustee and beneficiary along with his spouse of 6,707 shares of Common Stock and 60,363 shares of Non-Voting Common Stock held by the Shoen Family Revocable Trust, and has voting and dispositive control over such shares. He is the trustee of 25,106 shares of Common Stock and 225,954 shares of Non-Voting Common Stock held by the EJS-028 Trust and has voting and dispositive control over such shares.

     

    As Foster Road is owned and controlled by various trusts associated with Mark V. Shoen and Edward J. Shoen, Mark V. Shoen may be deemed to be an indirect owner of the shares held directly and indirectly by Willow Grove. Accordingly, Mark V. Shoen directly and indirectly owns 9,828,495 shares of Common Stock, approximately 50.13% of the Common Stock outstanding and 76,316,347 shares of Non-Voting Common Stock, approximately 43.25% of the Non-Voting Common Stock outstanding.

     

    Group - has a direct or indirect beneficial interest in 9,828,542 and 76,316,771 shares of Common Stock and Non-Voting Common Stock, respectively, approximately 50.13% and 43.25%, respectively of the Common Stock and Non-Voting Common Stock outstanding.

     

    Each of the Reporting Persons, as a member of a “group” with the other Reporting Persons for purposes of Rule 13d-5(b)(1) of the Exchange Act, may be deemed to beneficially own the shares owned by the other Reporting Persons. The filing of this Schedule 13D/A shall not be deemed an admission that any of the Reporting Person is, for purposes of Section 13(d) of the Exchange Act, the beneficial owner of any shares he or it does not directly own. Each of the Reporting Persons specifically disclaims beneficial ownership of the shares reported herein that he or it does not directly own.

     

     

     

    (c) SAC purchased an aggregate of 24,900 shares of Common Stock in open market purchases for an aggregate purchase price of $1,404,711.46, as follows:

     

    Purchase Date  Number of Shares Purchased   Price Per Share 
    03/23/2023   24,900   $56.4141(1)

     

    (1) The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $55.9450 to $56.7400, inclusive. The reporting persons undertake to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (1).

     

    (d) None.

     

    (e) Not applicable.

     

    Item 7. Material to be Filed as Exhibits.

     

    Exhibit

     

    99.1 Joint Filing Agreement (incorporated by reference to Exhibit 99.1 to Schedule 13D/A filed by the Reporting Persons with the Securities and Exchange Commission on October 4, 2018).

     

     

     

    SIGNATURES

     

    After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

     

    Dated: March 27, 2023

     

    /s/ Edward J. Shoen  
    Edward J. Shoen  
       
    /s/ Mark V. Shoen  
    Mark V. Shoen  
       
    Willow Grove Holdings LP  
       
    By: Foster Road LLC, its General Partner  
           
      By: /s/ Mark V. Shoen  
        Mark V. Shoen, Manager  
           
      By: /s/ Stuart Shoen  
        Stuart Shoen, Manager  
       
    Foster Road LLC  
         
    By: /s/ Mark V. Shoen  
      Mark V. Shoen, Manager  
         
    By: /s/ Stuart Shoen  
      Stuart Shoen, Manager  
         
    Blackwater Investments, Inc.  

     

    By: /s/ Mark V. Shoen  
      Mark V. Shoen, President  

     

    Clarendon Strategies, LLC  
         
    By: /s/ Mark V. Shoen  
      Mark V. Shoen, Manager  

     

    SAC Holding Corporation  
         
    By:

    /s/ Mark V. Shoen

     
     

    Mark V. Shoen, President

     

     

     

     

    SCHEDULE A

     

    The name, present principal occupation or employment and citizenship of each of the managers of Foster Road LLC and Clarendon Strategies, LLC and the officers and directors of Blackwater Investments, Inc. and SAC Holding Corporation are set forth below. Unless otherwise noted, the business address of each individual is 207 East Clarendon Avenue, Phoenix, AZ 85012.

     

    Foster Road LLC

     

    Name Present Principal Occupation Citizenship
    Mark V. Shoen Manager of Foster Road LLC, President, Treasurer and Director of Blackwater Investments, Inc., Manager of Clarendon Strategies, LLC and President and Director of SAC Holding Corporation United States
    Stuart Shoen Manager of Foster Road LLC and Vice-President and Director of SAC Holding Corporation United States

      

    Blackwater Investments, Inc.

     

    Name Present Principal Occupation Citizenship
    Mark V. Shoen Manager of Foster Road LLC, President, Treasurer and Director of Blackwater Investments, Inc., Manager of Clarendon Strategies, LLC and President and Director of SAC Holding Corporation United States

     

    Clarendon Strategies, LLC

     

    Name Present Principal Occupation Citizenship
    Mark V. Shoen Manager of Foster Road LLC, President, Treasurer and Director of Blackwater Investments, Inc., Manager of Clarendon Strategies, LLC and President and Director of SAC Holding Corporation United States

      

    SAC Holding Corporation

     

    Name Present Principal Occupation Citizenship
    Mark V. Shoen Manager of Foster Road LLC, President, Treasurer and Director of Blackwater Investments, Inc., Manager of Clarendon Strategies, LLC and President and Director of SAC Holding Corporation United States
    Stuart Shoen Manager of Foster Road LLC and Vice-President and Director of SAC Holding Corporation United States
    Bruce Brockhagen Secretary and Treasurer of SAC Holding Corporation United States

     

     

    Get the next $UHAL alert in real time by email

    Chat with this insight

    Save time and jump to the most important pieces.

    Recent Analyst Ratings for
    $UHAL

    DatePrice TargetRatingAnalyst
    5/19/2025Peer Perform
    Wolfe Research
    6/30/2023Peer Perform
    Wolfe Research
    More analyst ratings

    $UHAL
    SEC Filings

    See more
    • U-Haul Holding Company filed SEC Form 8-K: Results of Operations and Financial Condition, Financial Statements and Exhibits

      8-K - U-Haul Holding Co /NV/ (0000004457) (Filer)

      2/5/25 4:11:09 PM ET
      $UHAL
      Rental/Leasing Companies
      Consumer Discretionary
    • SEC Form 10-Q filed by U-Haul Holding Company

      10-Q - U-Haul Holding Co /NV/ (0000004457) (Filer)

      2/5/25 4:03:27 PM ET
      $UHAL
      Rental/Leasing Companies
      Consumer Discretionary
    • U-Haul Holding Company filed SEC Form 8-K: Results of Operations and Financial Condition, Financial Statements and Exhibits

      8-K - U-Haul Holding Co /NV/ (0000004457) (Filer)

      11/6/24 4:42:27 PM ET
      $UHAL
      Rental/Leasing Companies
      Consumer Discretionary

    $UHAL
    Press Releases

    Fastest customizable press release news feed in the world

    See more
    • NYSE Content Advisory: Pre-Market update + Hinge Health, MNTN pop double digits in trading debuts

      NEW YORK, May 23, 2025 /PRNewswire/ -- The New York Stock Exchange (NYSE) provides a daily pre-market update directly from the NYSE Trading Floor. Access today's NYSE Pre-market update for market insights before trading begins.  Kristen Scholer delivers the pre-market update on May 23rd Digital health platform Hinge Health (NYSE:HNGE) saw its stock rise 17% in its NYSE debut yesterday. Shares of TV AdTech company MNTN (NYSE:MNTN) jumped nearly 26% in its NYSE debut as well.Traders continue to evaluate the effect of higher U.S. treasury yields on the economy. Early Thursday, the House GOP advanced President Trump's sweeping tax bill to the senate. Concerns about

      5/23/25 8:55:00 AM ET
      $ICE
      $MNTN
      $UHAL
      Investment Bankers/Brokers/Service
      Finance
      Blank Checks
      Rental/Leasing Companies
    • U-Haul to Celebrate 80th Anniversary, Start of Moving Season with NYSE Bell Ringing

      U-Haul® will symbolically kick off "moving season" on Friday with the ringing of the closing bell at the New York Stock Exchange. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20250521964356/en/U-Haul will ring the closing bell on May 23 at the New York Stock Exchange to kick off "moving season" with the arrival of Memorial Day weekend. It is the 80th anniversary of the do-it-yourself moving and self-storage company, which was founded by a U.S. Navy veteran and his wife in 1945. The ceremony will also mark the start of a special summer for the do-it-yourself moving and self-storage leader, which is celebrating 80 years of empoweri

      5/21/25 7:07:00 AM ET
      $UHAL
      Rental/Leasing Companies
      Consumer Discretionary
    • Tornado Recovery: U-Haul Offers 30 Days Free Storage in 3 States

      Friday's storms have created a need for disaster relief across parts of the Midwest U-Haul® has made 24 Company stores across three states available to help storm victims with 30 days of free self-storage and U-Box® container usage after a powerful weather system spawned a number of deadly tornadoes on Friday. The tornadoes tore through homes — and in some cases communities — while being responsible for more than 20 casualties, according to news reports. Many families remain without power and face a long rebuilding process. While St. Louis and other areas of Missouri were among the hardest hit, cities across multiple states experienced damage. Access to dry and secure self-storage units

      5/17/25 6:16:00 PM ET
      $UHAL
      Rental/Leasing Companies
      Consumer Discretionary

    $UHAL
    Financials

    Live finance-specific insights

    See more
    • U-Haul Holding Company Schedules Fourth Quarter Fiscal Year End 2025 Financial Results Release and Investor Webcast

      U-Haul Holding Company (NYSE:UHAL, UHAL.B)), the parent company of U-Haul International, Inc., Oxford Life Insurance Company, Repwest Insurance Company and Amerco Real Estate Company, plans to report its fourth quarter fiscal 2025 financial results after the close of market trading on Wednesday, May 28, 2025. The Company is scheduled to conduct its fourth quarter investor conference call and webcast at 8 a.m. Arizona Time (11 a.m. ET) on Thursday, May 29, 2025. Listen via the internet: https://events.q4inc.com/attendee/914296331 The conference call and webcast may include forward-looking statements. If you are unable to participate during the live webcast, the call will be archived for on

      5/14/25 4:58:00 PM ET
      $UHAL
      Rental/Leasing Companies
      Consumer Discretionary
    • U-Haul Holding Company Announces Quarterly Cash Dividend

      U-Haul Holding Company (NYSE:UHAL, UHAL.B)), parent of U-Haul International, Inc., Oxford Life Insurance Company, Repwest Insurance Company and Amerco Real Estate Company, on March 5, 2025 declared a quarterly cash dividend of $0.05 per share on its Series N Non-Voting Common Stock (NYSE:UHAL). The dividend will be payable March 28, 2025 to holders of record on March 17, 2025. This is the tenth dividend issued under the Company's dividend policy announced in October 2022. About U-Haul Holding Company U-Haul Holding Company is the parent company of U-Haul International, Inc., Oxford Life Insurance Company, Repwest Insurance Company and Amerco Real Estate Company. U-Haul is in the shared u

      3/5/25 4:15:00 PM ET
      $UHAL
      Rental/Leasing Companies
      Consumer Discretionary
    • U-Haul Holding Company Reports Third Quarter Fiscal 2025 Financial Results

      U-Haul Holding Company (NYSE:UHAL, UHAL.B)), parent of U-Haul International, Inc., Oxford Life Insurance Company, Repwest Insurance Company and Amerco Real Estate Company, today reported net earnings available to shareholders for its third quarter ended December 31, 2024, of $67.2 million compared with net earnings of $99.2 million for the same period last year. Earnings per share for Non-Voting Shares (UHAL.B) were $0.35 for the third quarter of fiscal 2025 compared to $0.51 for the same period in fiscal 2024. For the nine-month period ended December 31, 2024, net earnings available to shareholders were $449.4 million compared with net earnings of $629.6 million for the same period last

      2/5/25 4:10:00 PM ET
      $UHAL
      Rental/Leasing Companies
      Consumer Discretionary

    $UHAL
    Analyst Ratings

    Analyst ratings in real time. Analyst ratings have a very high impact on the underlying stock. See them live in this feed.

    See more
    • Wolfe Research resumed coverage on U-Haul Holding Company

      Wolfe Research resumed coverage of U-Haul Holding Company with a rating of Peer Perform

      5/19/25 10:21:51 AM ET
      $UHAL
      Rental/Leasing Companies
      Consumer Discretionary
    • Wolfe Research initiated coverage on U-Haul Holding Company

      Wolfe Research initiated coverage of U-Haul Holding Company with a rating of Peer Perform

      6/30/23 7:37:21 AM ET
      $UHAL
      Rental/Leasing Companies
      Consumer Discretionary

    $UHAL
    Large Ownership Changes

    This live feed shows all institutional transactions in real time.

    See more
    • SEC Form SC 13D/A filed by U-Haul Holding Company (Amendment)

      SC 13D/A - U-Haul Holding Co /NV/ (0000004457) (Subject)

      3/27/23 8:48:31 PM ET
      $UHAL
      Rental/Leasing Companies
      Consumer Discretionary
    • SEC Form SC 13G filed by U-Haul Holding Company

      SC 13G - U-Haul Holding Co /NV/ (0000004457) (Subject)

      2/9/23 11:35:15 AM ET
      $UHAL
      Rental/Leasing Companies
      Consumer Discretionary
    • SEC Form SC 13D/A filed by Amerco (Amendment)

      SC 13D/A - AMERCO /NV/ (0000004457) (Subject)

      12/9/22 6:53:43 PM ET
      $UHAL
      Rental/Leasing Companies
      Consumer Discretionary

    $UHAL
    Insider Trading

    Insider transactions reveal critical sentiment about the company from key stakeholders. See them live in this feed.

    See more
    • Large owner Shoen Mark V sold $812,885 worth of Series N Common Stock (12,500 units at $65.03) (SEC Form 4)

      4 - U-Haul Holding Co /NV/ (0000004457) (Issuer)

      2/28/25 5:30:04 PM ET
      $UHAL
      Rental/Leasing Companies
      Consumer Discretionary
    • Large owner Shoen Mark V gifted 2,272 units of Series N Common Stock and sold $842,284 worth of Series N Common Stock (12,789 units at $65.86) (SEC Form 4)

      4 - U-Haul Holding Co /NV/ (0000004457) (Issuer)

      2/24/25 9:09:01 PM ET
      $UHAL
      Rental/Leasing Companies
      Consumer Discretionary
    • Director Brogan John P. sold $201,105 worth of Series N Common Stock (3,000 units at $67.04), decreasing direct ownership by 7% to 40,987 units (SEC Form 4)

      4 - U-Haul Holding Co /NV/ (0000004457) (Issuer)

      2/19/25 12:00:53 PM ET
      $UHAL
      Rental/Leasing Companies
      Consumer Discretionary

    $UHAL
    Leadership Updates

    Live Leadership Updates

    See more
    • U-Haul Holding Company Announces the Retirement of Oxford Life Insurance Company President Mark Haydukovich

      U-Haul Holding Company (NYSE:UHAL, UHAL.B))), the parent company of U-Haul International, Inc., Oxford Life Insurance Company, Repwest Insurance Company and Amerco Real Estate Company, announced today that Mark Haydukovich, President of Oxford Life Insurance Company (Oxford), will retire after a 45-year career. Haydukovich will continue to serve on the Oxford Board of Directors. Haydukovich joined Oxford in 1978 as an accountant. He went on to hold the titles of Oxford treasurer and senior vice president before being named president in 1997. "Mark came to work at Oxford shortly after it became part of AMERCO. Within four years, Mark was effectively managing the company," stated Joe Shoe

      1/30/24 4:10:00 PM ET
      $UHAL
      Rental/Leasing Companies
      Consumer Discretionary
    • U-Haul Holding Company Announces Appointment of Former Arizona Governor Doug Ducey as an Advisory Board Member

      U-Haul Holding Company (NYSE:UHAL, UHAL.B))), parent of U-Haul International, Inc., Oxford Life Insurance Company, Repwest Insurance Company and Amerco Real Estate Company, today announced the appointment of Governor Doug Ducey as an Advisory Board Member. Doug Ducey is the CEO of Citizens for Free Enterprise (CFFE), an organization that stands at the center of the fight for continued American prosperity. CFFE promotes free enterprise so that all Americans can understand the role it has in creating a dynamic economy and their own ability to climb the income ladder. Elected in 2014 as Arizona's 23rd governor, Ducey served two terms in the state's highest post. During his tenure, Ducey ch

      1/11/24 4:05:00 PM ET
      $UHAL
      Rental/Leasing Companies
      Consumer Discretionary
    • U-Haul Co. of West Virginia Commences Financial Restructuring with Support of U-Haul International

      SAINT ALBANS, W.Va., June 16, 2021 /PRNewswire/ -- U-Haul Co. of West Virginia (the "Company") today announced it has filed for voluntary Chapter 11 protection in the U.S. Bankruptcy Court for the Southern District of West Virginia.  The Company serves do-it-yourself moving and self-storage customers in West Virginia and small parts of Kentucky, Virginia and Ohio.  The Company, which was incorporated in West Virginia in 1970 and has operated continuously in the state for the last 52 years, has faced numerous challenges in recent years including management turnover, a lack of sufficient self-storage locations, and burdensome litigation costs resulting in declining cash flow and liquidity.

      6/16/21 7:24:00 PM ET
      $UHAL
      Rental/Leasing Companies
      Consumer Discretionary

    $UHAL
    Insider Purchases

    Insider purchases reveal critical bullish sentiment about the company from key stakeholders. See them live in this feed.

    See more
    • Director Herrera Richard Jay bought $7,486 worth of shares (10 units at $748.57) (SEC Form 4)

      4 - U-Haul Holding Co /NV/ (0000004457) (Issuer)

      6/26/24 2:29:58 PM ET
      $UHAL
      Rental/Leasing Companies
      Consumer Discretionary
    • Ducey Douglas Anthony bought $6,424 worth of shares (100 units at $64.24) (SEC Form 4)

      4 - U-Haul Holding Co /NV/ (0000004457) (Issuer)

      4/3/24 6:10:41 PM ET
      $UHAL
      Rental/Leasing Companies
      Consumer Discretionary
    • Shoen Mark V acquired 132,500 units of Series N Common Stock, sold $6,946,975 worth of Series N Common Stock (132,500 units at $52.43), bought $6,946,975 worth of Series N Common Stock (132,500 units at $52.43) and disposed of 132,500 units of Series N Common Stock (SEC Form 4)

      4 - U-Haul Holding Co /NV/ (0000004457) (Issuer)

      11/17/23 7:39:19 PM ET
      $UHAL
      Rental/Leasing Companies
      Consumer Discretionary