Comparable stake leader
Willow Grove Holdings LP
SEC ownership of U-Haul Holding Co /NV/
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0000004457.
Disclosed value leader
Willow Grove Holdings LP
Comparable rows
0/50
Latest evidence
31 Mar 2026
- Public ticker
- UHAL, UHAL-B on NYSE
- Parsed ownership sources
-
3/4/5 and 13F
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
Willow Grove Holdings LP
Ranking: Comparable ownership first, then disclosed value
- Latest parsed ownership date
-
31 Mar 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0000004457
- Issuer location
- Reno, NV
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
1 signal
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of U-Haul Holding Co /NV/ (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
0/50
Latest evidence
31 Mar 2026
3/4/5
13F
Highest disclosed value: $5,604,819,621
50 rows are not safely comparable across share classes.
Showing 1-8 of 50 holder rows.
Quick read
Willow Grove Holdings LP has the largest disclosed position value at $5.6B.
0 of 50 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 1-8 of 50 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 |
| DIMENSIONAL FUND ADVISORS LP |
13F
Company
|
—
mixed-class rows
|
$216,876,712
4,820,015 shares
mixed-class rows
|
— | 31 Mar 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC |
13F
Company
|
—
mixed-class rows
|
$216,154,998
4,810,754 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.
Forms 3/4/5 flow
Insider trading overview
Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 26 Jul 2025.
Buys
$0
Insiders: 0
Sells
$0
Insiders: 0
Net
$0
Shares: 0
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 0
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 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 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-13 of 13 reporting-owner rows connected to U-Haul Holding Co /NV/. Open a relationship link for the CIK-to-CIK filing trail.
Rows
13
Largest Forms 3/4/5 holder
Willow Grove Holdings LP
Net 12M change
$0
Latest report
07 Jan 2026
| 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 |
Recent insider transactions for U-Haul Holding Co /NV/
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported 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. |
* marks a reported price that did not pass the local price check.