Security key
023586506
- Security type / class
- Equity / COM SER N
- Total 13F shares
- 2,056,836
- Total 13F value
- $118,680,301
- Share change
- +125,446
- SEC-reported price per share
- $57.70
- Number of holders
- 15
- Value change
- +$7,238,287
- Number of buys
- 10
- Number of sells
- 1
Report period
Q2 2026
Institutions
15
Top holders
10
UHALB full security history
Ownership snapshot
Full 13F holder table
Previous quarter: Q1 2026
U-Haul Holding Co /NV/ SEC filings
U-Haul Holding Co /NV/ company facts
Broader feeds
Reporting periods
Holder history for CUSIP 023586506
Recent filing periods:
Ownership snapshot
Top reported holders of UHALB - U-Haul Holding Co /NV/ - COM SER N (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Willow Grove Holdings LP
Disclosed value leader
Willow Grove Holdings LP
Comparable rows
0/15
Latest evidence
31 Mar 2026
3/4/5
13F
Highest disclosed value: $5,604,819,621
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
Willow Grove Holdings LP has the largest disclosed position value at $5.6B.
0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Willow Grove Holdings LP's linked filing trail.
Disclosed position value
Top 5
Willow Grove Holdings LP
$5.6B
Mark V Shoen
$5.48B
Edward J. Shoen
$5.08B
YACKTMAN ASSET MANAGEMENT LP
$285.73M
BlackRock, Inc.
$228.63M
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Willow Grove Holdings LP |
3/4/5
10%+ Owner
|
—
mixed-class rows
|
$5,604,819,621
85,196,025 shares
mixed-class rows
|
— | 18 Sep 2025 |
| Mark V Shoen |
3/4/5
10%+ Owner
|
—
mixed-class rows
|
$5,478,101,582
86,112,733 shares
mixed-class rows
|
— | 20 Nov 2025 |
| Edward J. Shoen |
3/4/5
President, Director, 10%+ Owner
|
—
mixed-class rows
|
$5,075,318,427
85,447,899 shares
mixed-class rows
|
— | 18 Sep 2025 |
| Clarendon Strategies, LLC |
3/4/5
Member of 10% owner group
|
—
class O/S missing
|
—
300 shares
|
— | 16 Nov 2022 |
| YACKTMAN ASSET MANAGEMENT LP |
13F
Company
|
—
mixed-class rows
|
$285,725,077
6,373,700 shares
mixed-class rows
|
— | 31 Mar 2026 |
| BlackRock, Inc. |
13F
Company
|
—
mixed-class rows
|
$228,626,148
5,085,096 shares
mixed-class rows
|
— | 31 Mar 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q2 2026
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
15
Shares
2,056,836
Rows available
15
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q2 2026 vs Q1 2026 Across Filers
Q1 2026 holders
295
Q2 2026 holders
15
Holder diff
-280
| Investor | Q1 2026 Shares | Q2 2026 Shares | Share Diff | Share Chg % | Q1 2026 value | Q2 2026 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend