SEC Form 4 · Updated Daily
UHAL
— U-Haul Holding Company OwnershipInsider and institutional ownership derived from SEC Form 4 filings. Click any owner to see their holdings across every company they’ve filed on, and how their position has changed over time.
Current Reporting Owners
| Owner | Role | Shares Owned | As Of | Last Activity |
|---|---|---|---|---|
| SHOEN JAMES P | 10%+ Owner | 10,848,116 | 2016-06-30 | S |
| SHOEN EDWARD J | 10%+ Owner · Director · Officer | 8,150,658 | 2025-09-18 | P |
| Willow Grove Holdings LP | 10%+ Owner | 8,150,658 | 2025-09-18 | P |
| Foster Road LLC | 10%+ Owner | 8,150,658 | 2025-09-18 | P |
| Blackwater Investments, Inc. | 10%+ Owner | 8,150,658 | 2025-09-18 | P |
| SAC HOLDING CORP | 10%+ Owner | 8,150,658 | 2025-09-18 | P |
| Clarendon Strategies, LLC | 10%+ Owner | 8,150,658 | 2025-09-18 | P |
| Southwest Fiduciary, Inc. | 10%+ Owner | 1,424,473 | 2006-06-30 | — |
| Adagio Trust CO | 10%+ Owner | 1,424,473 | 2007-03-01 | — |
| Donovan Rosemarie T | 10%+ Owner | 250,250 | 2006-06-30 | — |
| SHOEN MARK V | 10%+ Owner | 186,013 | 2025-11-20 | G |
| Brogan John P. | Director | 40,986.53 | 2025-02-18 | S |
| Schmidt Karl A. | Director | 24,000 | 2023-06-13 | P |
| Mullen Daniel Robert | Reporting Owner | 4,000 | 2016-08-11 | S |
| Simmons Robert William | Officer | 2,426.73 | 2024-04-02 | — |
| Holmes David L | 10%+ Owner | 2,000 | 2017-05-30 | P |
| Haydukovich Mark A. | Officer | 1,977 | 2013-02-01 | S |
| Wardrip Rocky | Officer | 1,912 | 2014-03-04 | S |
| Willson Robert | Officer | 1,892 | 2010-09-01 | D |
| GROGAN JAMES J | Director | 1,848 | 2022-11-25 | P |
| Campbell Kristine Kunkel | Officer | 1,457.86 | 2023-05-12 | — |
| Bayer Charles J | Director | 1,166 | 2015-09-02 | S |
| Frank Ronald C. | Officer | 1,062 | 2010-09-01 | D |
| De Respino Laurence J | Reporting Owner | 1,000 | 2026-01-07 | — |
| Braccia Matthew | Officer | 584 | 2019-01-07 | — |
| Bell Maria Lourdes | Officer | 414.81 | 2019-08-02 | — |
| HAYES THOMAS W | Reporting Owner | 200 | 2018-08-29 | P |
| Ducey Douglas Anthony | Reporting Owner | 100 | 2024-03-01 | P |
| Thompson Mary K | Officer | 13 | 2016-07-11 | — |
| Herrera Richard Jay | Director | 5 | 2021-11-09 | P |
| Martz Carrie | Reporting Owner | 5 | 2021-06-16 | P |
| GALLAGHER MICHAEL L | Reporting Owner | 0 | 2011-06-01 | D |
| Vizcarra Carlos | Officer | 0 | 2018-07-05 | S |
| Peterson Robert T | Officer | 0 | 2012-02-13 | S |
| Shoen Samuel J | Officer | 0 | 2011-06-01 | D |
| DUNHAM TRUST Co | 10%+ Owner | 0 | 2011-06-01 | D |
| Bible Paul A | Reporting Owner | 0 | 2011-06-01 | D |
| Campbell Barbara Smith | Reporting Owner | 0 | 2011-06-01 | D |
| Berg Jason Allen | Officer | 0 | 2011-06-01 | D |
| Lyons M. Frank | Director | 0 | 2011-03-24 | S |
Recent Filings
| Date | Owner | Activity | Shares | Price | Owned After |
|---|---|---|---|---|---|
| 2026-01-07 | De Respino Laurence J | — | — | — | 1,000 |
| 2025-11-20 | SHOEN MARK V | Gift | 4,578 | $0.00 | 186,013 |
| 2025-09-18 | SAC HOLDING CORP | Open-market buy | 229,515 | — | 8,150,658 |
| 2025-09-18 | Blackwater Investments, Inc. | Open-market buy | 229,515 | — | 8,150,658 |
| 2025-09-18 | Clarendon Strategies, LLC | Open-market buy | 229,515 | — | 8,150,658 |
| 2025-09-18 | Foster Road LLC | Open-market buy | 229,515 | — | 8,150,658 |
| 2025-09-18 | Willow Grove Holdings LP | Open-market buy | 229,515 | — | 8,150,658 |
| 2025-09-18 | SHOEN MARK V | Open-market buy | 229,515 | — | 8,150,658 |
| 2025-09-18 | SHOEN MARK V | J | 229,515 | — | 425,196 |
| 2025-09-18 | SHOEN EDWARD J | Open-market buy | 229,515 | — | 8,150,658 |
| 2025-02-26 | SHOEN MARK V | Open-market sale | 12,500 | $65.03 | 654,711 |
| 2025-02-21 | SHOEN MARK V | Open-market sale | 192 | $66.03 | 667,211 |
| 2025-02-21 | SHOEN MARK V | Open-market sale | 97 | $65.33 | 667,403 |
| 2025-02-20 | SHOEN MARK V | Open-market sale | 123 | $66.40 | 667,500 |
| 2025-02-20 | SHOEN MARK V | Open-market sale | 12,377 | $65.86 | 667,623 |
| 2025-02-18 | Brogan John P. | Open-market sale | 3,000 | $67.04 | 40,986.53 |
| 2024-12-18 | SHOEN MARK V | Gift | 752 | $0.00 | 190,591 |
| 2024-12-16 | SHOEN MARK V | Gift | 1,520 | $0.00 | 191,343 |
| 2024-08-16 | SHOEN MARK V | J | 680,000 | — | 680,000 |
| 2024-08-16 | SHOEN MARK V | J | 680,000 | — | 67,253,456 |
| 2024-08-16 | Clarendon Strategies, LLC | J | 680,000 | — | 67,253,456 |
| 2024-08-16 | Foster Road LLC | J | 680,000 | — | 67,253,456 |
| 2024-08-16 | Willow Grove Holdings LP | J | 680,000 | — | 67,253,456 |
| 2024-08-16 | SHOEN EDWARD J | J | 680,000 | — | 67,253,456 |
| 2024-04-02 | Simmons Robert William | — | — | — | 2,426.73 |
| 2024-04-02 | Simmons Robert William | — | — | — | 78 |
| 2024-04-02 | Simmons Robert William | — | — | — | 702 |
| 2024-04-02 | Simmons Robert William | — | — | — | 253.42 |
| 2024-03-01 | Ducey Douglas Anthony | Open-market buy | 100 | $64.24 | 100 |
| 2024-02-22 | Brogan John P. | Open-market sale | 1,942 | $64.32 | 43,986.53 |
| 2024-02-22 | Brogan John P. | Open-market sale | 803 | $64.32 | 45,928.53 |
| 2024-02-22 | Brogan John P. | Open-market sale | 255 | $64.32 | 46,731.53 |
| 2023-11-16 | SHOEN EDWARD J | J | 132,500 | — | 67,933,456 |
| 2023-11-16 | SHOEN MARK V | Open-market buy | 132,500 | $52.43 | 192,863 |
| 2023-11-16 | SHOEN MARK V | Open-market sale | 132,500 | $52.43 | 0 |
| 2023-11-16 | SHOEN MARK V | J | 132,500 | — | 132,500 |
| 2023-11-16 | SHOEN MARK V | J | 132,500 | — | 67,933,456 |
| 2023-11-16 | Clarendon Strategies, LLC | J | 132,500 | — | 67,933,456 |
| 2023-11-16 | Foster Road LLC | J | 132,500 | — | 67,933,456 |
| 2023-11-16 | Willow Grove Holdings LP | J | 132,500 | — | 67,933,456 |
Source: SEC EDGAR Form 4 filings. For informational purposes only — not investment advice.