Congress trades
U-Haul Holding Company (UHAL)
About U-Haul Holding Company
from the company's filings and listing- Exchange
- NYSE
- Sector
- Industrials
- Industry
- Rental & Leasing Services
- Chief executive
- Edward Joseph Shoen
- Employees
- 34,700
- Listed since
- Nov 4, 1994
- Market value
- $12.4B
- Price to earnings
- 334.7
- Earnings per share
- $0.24
- Dividend yield
- -
Earnings
6 reported quarters · next on Nov 4, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q1 FY2027reported Aug 5, 2026 | $0.58 | $0.66 | $1.7B | $1.7B | EPS missRevenue in line |
| Q4 FY2026reported May 27, 2026 | -$0.70 | -$0.68 | $1.3B | $1.3B | EPS missRevenue miss |
| Q3 FY2026reported Feb 4, 2026 | -$0.23 | -$0.24 | $1.4B | $1.4B | EPS beatRevenue in line |
| Q2 FY2026reported Nov 5, 2025 | $0.49 | $0.87 | $1.7B | $1.7B | EPS missRevenue in line |
| Q1 FY2026reported Aug 6, 2025 | $0.68 | $0.70 | $1.6B | $1.6B | EPS missRevenue in line |
| Q4 FY2025reported May 28, 2025 | -$0.46 | -$0.22 | $1.2B | $1.2B | EPS missRevenue beat |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way; basis unverified means we could not classify the reported figure. A flag reads n/a only when a number is missing. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for 2025 · proxy filed Jul 2, 2025| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| Edward J. ShoenChairman and President of U-Haul Holding Company | $675K | $20K | $200K | $1.0M |
| Jason A. BergChief Financial Officer of U-Haul Holding Company | $415K | $22K | $300K | $737K |
| Samuel J. ShoenVice Chairman of U-Haul Holding Company | $275K | $22K | $300K | $727K |
| John C. TaylorPresident of U-Haul | $286K | $24K | $300K | $625K |
The summary compensation table from the 2025 proxy statement, current executives only. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Change | Of company |
|---|---|---|---|---|
| Dimensional Fund Advisors LP | $43.5M | 664,394 | +30.2% | 0.34% |
| Two Sigma Investments, LP | $38.2M | 583,933 | +179.0% | 0.30% |
| Norges Bank | $35.8M | 546,476 | +100.0% | 0.28% |
| D. E. Shaw & Co., Inc. | $32.1M | 489,815 | +67.6% | 0.25% |
| Blackrock, Inc. | $31.3M | 478,754 | +1.0% | 0.24% |
| Vanguard Capital Management LLC | $27.8M | 425,551 | +5.2% | 0.22% |
| Millennium Management LLC | $27.2M | 415,461 | +29.3% | 0.21% |
| Scharf Investments, LLC | $27.0M | 412,078 | +28.0% | 0.21% |
| Vanguard Portfolio Management LLC | $23.6M | 360,569 | +1.7% | 0.18% |
| Jacobs Levy Equity Management, Inc | $23.0M | 351,018 | +51.5% | 0.18% |
| Quantinno Capital Management LP | $21.4M | 327,776 | +34.2% | 0.17% |
| Yacktman Asset Management LP | $21.3M | 325,376 | +0.0% | 0.17% |
A 13F reports long US equity positions 45 days after the quarter ends, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory.
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Congress trades in UHAL
6 disclosures of 6 on record · median 30d of the 45 allowed| Member | Type | Action | Amount disclosed | Since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +116.4%S&P +161.4% · vs S&P 500 -45.1% | May 19, 2020 | Jun 17, 2020 | 29d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +97.8%S&P +150.9% · vs S&P 500 -53.2% | May 29, 2020 | Jun 17, 2020 | 19d |
| Gary J. PalmerJointFiled late | Stock | Purchase | $1,001 - $15,000 | +69.5%S&P +173.6% · vs S&P 500 -104.1% | Jul 12, 2018 | Sep 29, 2018 | 79d |
| Gary J. PalmerFiled late | Stock | Purchase | $1,001 - $15,000 | +69.0%S&P +168.3% · vs S&P 500 -99.3% | Aug 6, 2018 | Sep 29, 2018 | 54d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +86.0%S&P +188.2% · vs S&P 500 -102.3% | Apr 10, 2018 | May 10, 2018 | 30d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +79.9%S&P +193.7% · vs S&P 500 -113.7% | Nov 27, 2017 | Dec 12, 2017 | 15d |
Since the trade: the stock's move from the trade date to the latest close we hold, as of Sep 10, 2026, an estimate, with the S&P 500 over the same window and the difference against it. The figures describe the stock after the trade, not the member's result: the filing carries a band, not a fill, and a sale keeps the same sign, so a positive figure after a sale means the stock kept rising. An option row carries the underlying stock's move. A row marked n/a has no market price. Not investment advice.
Members of Congress reporting a position
1 member · estimate, as of Sep 10, 20261 member reports a position (estimated). The largest estimated position is in the $1,001 - $15,000 band.
| Member | Party, chamber | Estimated position | Share of their portfolio |
|---|---|---|---|
| Jimmy Patronis | Republican · House | $1,001 - $15,000 | 0.6% |
Estimate, as of Sep 10, 2026. Each position is modelled from the member's disclosed transactions and annual filings: the midpoint of each disclosed band, moved with the stock's price since the trade. It is a rough estimate of a reported position, not a figure from a filing, which is why it is shown as a band. Share of portfolio sets that estimate against the member's whole estimated public-stock portfolio.
Questions
Which members of Congress have traded UHAL?
Ro Khanna, Gary J. Palmer disclosed UHAL transactions in the filings shown here.
Which members of Congress hold UHAL?
1 member of Congress reports a position in UHAL in the estimate we hold as of Sep 10, 2026. The largest estimated position belongs to Jimmy Patronis. The estimate is built from disclosed transactions and annual filings, so it is shown as a band rather than a figure from a filing.
How quickly are UHAL trades disclosed?
Congressional disclosures took a median of 30 days, against the 45 the STOCK Act allows.
How to read a STOCK Act filing
WHAT THE FILING ACTUALLY SAYS
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Sep 10, 2026.