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U-Haul Holding Co

Consumer Discretionary · Services · RENO, NV · CIK 0000004457

The business

U-Haul Holding Company (NYSE: UACL) operates through its subsidiary U-Haul International, Inc. as North America's largest do-it-yourself moving and storage operator. The company's website is uhaul.com.

Founded in 1945 as U-Haul Trailer Rental Company, the business has evolved into a comprehensive moving and storage platform serving household and commercial customers across the United States and Canada. The company maintains a distinctive brand identity through its iconic orange and white trucks, trailers, and self-storage units, supported by numerous registered trademarks including U-Haul, AMERCO, U-Box, Safemove, and Safestor.

U-Haul operates three reportable segments. The Moving and Storage segment, representing 94.1 percent of consolidated net revenue, encompasses truck and trailer rentals, self-storage unit operations, portable moving and storage units, moving supplies sales, towing accessories, and propane refilling services. The company maintains a fleet of approximately 204,800 trucks, 136,600 trailers, and 42,000 towing devices as of March 31, 2026. Self-storage operations include nearly 1,136,000 rentable units across 2,113 locations comprising 99.0 million square feet of rentable space. The Property and Casualty Insurance segment contributes 2.3 percent of revenue through loss adjusting, claims handling, and underwriting of damage waivers and protection packages. The Life Insurance segment represents 3.6 percent of revenue, offering life insurance, Medicare supplement insurance, and annuities primarily to senior markets.

The company operates through over 2,400 company-operated retail moving stores and more than 23,000 independent U-Haul dealers throughout North America. U-Haul employs approximately 32,600 people in the United States and 2,100 in Canada, with approximately 99 percent working within Moving and Storage operations and 51 percent in full-time positions. The company operates eleven manufacturing and assembly facilities, 154 fixed-site repair facilities, and a distribution center supporting its operations.

U-Haul's business model emphasizes convenience through integrated online platforms including uhaul.com, a mobile app, and a 24-hour reservation system. The company operates one of North America's largest propane refilling networks with nearly 1,200 locations and manages the Moving Help and U-Haul Storage Affiliates online marketplaces connecting consumers to independent service providers and storage operators.

Ownership

Who holds U-Haul Holding Co — from fund N-PORT and institutional 13F filings · N-PORT 2026Q1 · 13F 2026-03-31

260
funds hold it
3 of 36
superinvestors hold it
$1.61B
fund-held value

Top fund holders

Fund% of fundValue
VANGUARD TOTAL STOCK MARKET INDEX FUND
VTI · VANGUARD INDEX FUNDS
0.01%$151.89M
AMG Yacktman Fund
YACKX · AMG Funds
2.12%$146.11M
Fidelity Series Stock Selector Large Cap Value Fund
FBLEX · Fidelity Devonshire Trust
0.78%$118.16M
VANGUARD SMALL-CAP INDEX FUND
VB · VANGUARD INDEX FUNDS
0.07%$109.72M
Smead Value Fund
SMVLX · Smead Funds Trust
2.13%$93.57M

Superinvestors in U-Haul Holding Co

David AbramsUNCHANGED
Abrams Capital Management
3.2%
Bill SmeadDECREASED -13.0%
Smead Capital Management
2.1%
Tweedy BrowneDECREASED -0.6%
Tweedy, Browne
1.6%

Share of each manager's reported 13F portfolio.

Fund ownership is a subset of institutional 13F ownership — the two describe overlapping populations and must not be added together.

15 years of U-Haul Holding Co's financials

Income statement, balance sheet and cash flow across 15 years, every filing with its disclosures, and each number traceable to the filing it came from — free with an account, no card required.

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