Quick Takeaways
- UHAL - U-Haul Holding Co /NV/ has 13 insiders with reported activity on this page.
- No net insider buy/sell flow is currently reported for the last year.
- Recent transaction rows are available for direct filing-level review.
Issuer insider activity is sourced from SEC Forms 3, 4, and 5.
Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 19 May 2025.
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Shares: 0
Insiders: 0
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Shares: 0
Insiders: 0
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Shares: 0
Insiders: 0
| Window (months) | Buy shares | Sell shares | Buy $ | Sell $ | Net $ |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Willow Grove Holdings LP | 10%+ Owner | $5,604,819,621 | Mixed | 18 Sep 2025 | ||
| Mark V Shoen | 10%+ Owner | $5,478,101,582 | Mixed | 20 Nov 2025 | ||
| Edward J. Shoen | President, Director, 10%+ Owner | $5,075,318,427 | Mixed | 18 Sep 2025 | ||
| John P. Brogan | Director | $5,933,282 | Mixed | 18 Feb 2025 | ||
| Karl A. Schmidt | Director, Committee Member | $1,423,773 | Mixed | 13 Jun 2023 | ||
| Robert W. Simmons | President-Oxford Life Ins | $222,531 | Mixed | 02 Apr 2024 | ||
| James J. Grogan | Director, Committee Member | $103,509 | Mixed | 23 Nov 2022 | ||
| Kristine Kunkel Campbell | General Counsel | $85,786 | Mixed | 12 May 2023 | ||
| Richard J. Herrera | Director | $7,486 | Filing P/S | 08 Dec 2022 | ||
| Douglas Anthony Ducey | Advisory Board Member | $6,424 | Filing P/S | 01 Mar 2024 | ||
| Carrie Martz | Advisory Board Member | $331 | Mixed | 16 Jun 2021 | ||
| Clarendon Strategies, LLC | Member of 10% owner group | Mixed | 16 Nov 2022 | |||
| Laurence J. de Respino | Advisory Board Member | Mixed | 07 Jan 2026 |
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| Willow Grove Holdings LP |
3/4/5
|
10%+ Owner |
—
mixed-class rows
|
85,196,025
mixed-class rows
|
$5,604,819,621 | — | 18 Sep 2025 | |
| Mark V Shoen |
3/4/5
|
10%+ Owner |
—
mixed-class rows
|
86,112,733
mixed-class rows
|
$5,478,101,582 | — | 20 Nov 2025 | |
| Edward J. Shoen |
3/4/5
|
President, Director, 10%+ Owner |
—
mixed-class rows
|
85,447,899
mixed-class rows
|
$5,075,318,427 | — | 18 Sep 2025 | |
| YACKTMAN ASSET MANAGEMENT LP |
13F
|
Company |
—
mixed-class rows
|
6,373,700
mixed-class rows
|
$285,725,077 | — | 31 Mar 2026 | |
| BlackRock, Inc. |
13F
|
Company |
—
mixed-class rows
|
5,085,096
mixed-class rows
|
$228,626,148 | — | 31 Mar 2026 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
—
mixed-class rows
|
4,820,015
mixed-class rows
|
$216,876,712 | — | 31 Mar 2026 | |
| VANGUARD CAPITAL MANAGEMENT LLC |
13F
|
Company |
—
mixed-class rows
|
4,810,754
mixed-class rows
|
$216,154,998 | — | 31 Mar 2026 | |
| FMR LLC |
13F
|
Company |
—
mixed-class rows
|
4,527,674
mixed-class rows
|
$202,266,046 | — | 31 Mar 2026 | |
| VANGUARD PORTFOLIO MANAGEMENT LLC |
13F
|
Company |
—
mixed-class rows
|
4,198,763
mixed-class rows
|
$188,661,556 | — | 31 Mar 2026 | |
| ABRAMS CAPITAL MANAGEMENT, L.P. |
13F
|
Company |
—
mixed-class rows
|
3,287,870
mixed-class rows
|
$146,982,360 | — | 31 Mar 2026 | |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
3,171,129
|
$141,654,332 | — | 31 Mar 2026 | |
| Smead Capital Management, Inc. |
13F
|
Company |
—
class O/S missing
|
2,146,425
|
$95,880,820 | — | 31 Mar 2026 | |
| STATE STREET CORP |
13F
|
Company |
—
mixed-class rows
|
2,075,647
mixed-class rows
|
$93,268,110 | — | 31 Mar 2026 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
—
mixed-class rows
|
1,940,990
mixed-class rows
|
$87,188,542 | — | 31 Mar 2026 | |
| REINHART PARTNERS, LLC. |
13F
|
Company |
—
class O/S missing
|
1,833,018
|
$81,881,460 | — | 31 Mar 2026 | |
| Southpoint Capital Advisors LP |
13F
|
Company |
—
mixed-class rows
|
1,500,000
mixed-class rows
|
$68,130,820 | — | 31 Mar 2026 | |
| THOMPSON SIEGEL & WALMSLEY LLC |
13F
|
Company |
—
class O/S missing
|
1,408,247
|
$62,906,000 | — | 31 Mar 2026 | |
| D. E. Shaw & Co., Inc. |
13F
|
Company |
—
mixed-class rows
|
1,302,767
mixed-class rows
|
$59,103,587 | — | 31 Mar 2026 | |
| SCHARF INVESTMENTS, LLC |
13F
|
Company |
—
mixed-class rows
|
1,210,943
mixed-class rows
|
$55,094,590 | — | 31 Mar 2026 | |
| Artisan Partners Limited Partnership |
13F
|
Company |
—
class O/S missing
|
970,663
|
$43,359,516 | — | 31 Mar 2026 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
840,194
|
$37,531,466 | — | 31 Mar 2026 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
—
mixed-class rows
|
795,282
mixed-class rows
|
$36,524,450 | — | 31 Mar 2026 | |
| VANGUARD FIDUCIARY TRUST CO |
13F
|
Company |
—
mixed-class rows
|
681,782
mixed-class rows
|
$30,641,037 | — | 31 Mar 2026 | |
| Wallace Capital Management Inc. |
13F
|
Company |
—
mixed-class rows
|
588,535
mixed-class rows
|
$26,434,924 | — | 31 Mar 2026 | |
| NORTHERN TRUST CORP |
13F
|
Company |
—
mixed-class rows
|
588,416
mixed-class rows
|
$26,426,135 | — | 31 Mar 2026 | |
| Bruce & Co., Inc. |
13F
|
Company |
—
mixed-class rows
|
525,900
mixed-class rows
|
$23,721,782 | — | 31 Mar 2026 | |
| MORGAN STANLEY |
13F
|
Company |
—
mixed-class rows
|
514,139
mixed-class rows
|
$23,525,053 | — | 31 Mar 2026 | |
| Tweedy, Browne Co LLC |
13F
|
Company |
—
class O/S missing
|
463,332
|
$20,697,040 | — | 31 Mar 2026 | |
| Tidal Investments LLC |
13F
|
Company |
—
class O/S missing
|
389,700
|
$17,407,899 | — | 31 Mar 2026 | |
| Tensile Capital Management LP |
13F
|
Company |
—
class O/S missing
|
381,395
|
$17,036,915 | — | 31 Mar 2026 | |
| DigitalBridge Group, Inc. |
13F
|
Company |
—
class O/S missing
|
347,900
|
$15,540,693 | — | 31 Mar 2026 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
—
mixed-class rows
|
331,494
mixed-class rows
|
$14,971,714 | — | 31 Mar 2026 | |
| Quantinno Capital Management LP |
13F
|
Company |
—
mixed-class rows
|
309,733
mixed-class rows
|
$14,595,545 | — | 31 Mar 2026 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
—
mixed-class rows
|
322,838
mixed-class rows
|
$14,436,439 | — | 31 Mar 2026 | |
| STATE OF WISCONSIN INVESTMENT BOARD |
13F
|
Company |
—
class O/S missing
|
309,068
|
$13,806,068 | — | 31 Mar 2026 | |
| Bank of New York Mellon Corp |
13F
|
Company |
—
mixed-class rows
|
303,311
mixed-class rows
|
$13,612,988 | — | 31 Mar 2026 | |
| Ruffer LLP |
13F
|
Company |
—
class O/S missing
|
299,133
|
$13,399,535 | — | 31 Mar 2026 | |
| Bayberry Capital Partners LP |
13F
|
Company |
—
class O/S missing
|
290,000
|
$12,954,300 | — | 31 Mar 2026 | |
| THIRD AVENUE MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
284,375
|
$12,703,031 | — | 31 Mar 2026 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
—
mixed-class rows
|
281,151
mixed-class rows
|
$12,665,000 | — | 31 Mar 2026 | |
| Qube Research & Technologies Ltd |
13F
|
Company |
—
class O/S missing
|
261,571
|
$11,684,377 | — | 31 Mar 2026 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
—
mixed-class rows
|
252,694
mixed-class rows
|
$11,447,705 | — | 31 Mar 2026 | |
| HRT FINANCIAL LP |
13F
|
Company |
—
mixed-class rows
|
246,268
mixed-class rows
|
$11,344,000 | — | 31 Mar 2026 | |
| JACOBS LEVY EQUITY MANAGEMENT, INC |
13F
|
Company |
—
class O/S missing
|
231,635
|
$11,067,520 | — | 31 Mar 2026 | |
| SYSTEMATIC FINANCIAL MANAGEMENT LP |
13F
|
Company |
—
mixed-class rows
|
244,864
mixed-class rows
|
$10,938,163 | — | 31 Mar 2026 | |
| Swiss National Bank |
13F
|
Company |
—
mixed-class rows
|
225,000
mixed-class rows
|
$10,098,955 | — | 31 Mar 2026 | |
| TWO SIGMA INVESTMENTS, LP |
13F
|
Company |
—
class O/S missing
|
209,284
|
$9,999,590 | — | 31 Mar 2026 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
—
mixed-class rows
|
210,958
mixed-class rows
|
$9,455,112 | — | 31 Mar 2026 | |
| FULLER & THALER ASSET MANAGEMENT, INC. |
13F
|
Company |
—
class O/S missing
|
210,702
|
$9,412,042 | — | 31 Mar 2026 | |
| Invesco Ltd. |
13F
|
Company |
—
mixed-class rows
|
209,012
mixed-class rows
|
$9,354,977 | — | 31 Mar 2026 |
Showing up to 300 most recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Mark V Shoen | UHAL | Series N Common Stock | Gift | -2.4% | -4,578 | 186,013 | 20 Nov 2025 | Shoen Family Revocable Trust | ||
| Edward J. Shoen | UHAL | Series N Common Stock | Purchase | 2.9% | 229,515 | 8,150,658 | 18 Sep 2025 | Blackwater Investments, Inc. | ||
| Mark V Shoen | UHAL | Series N Common Stock | Purchase | 2.9% | 229,515 | 8,150,658 | 18 Sep 2025 | Blackwater Investments, Inc. | ||
| Mark V Shoen | UHAL | Series N Common Stock | Other | -35.1% | -229,515 | 425,196 | 18 Sep 2025 | MVS-029 Trust | ||
| Willow Grove Holdings LP | UHAL | Series N Common Stock | Purchase | 2.9% | 229,515 | 8,150,658 | 18 Sep 2025 | Blackwater Investments, Inc. |