Data spanning the past 90 days through February 19, 2026 reveals that U-Haul Holding's three principal insider shareholders consist of TenPercentOwner Grove Holdings Lp Willow (75.40Mn shares), Chairman And President Edward J Shoen (8.15Mn shares), TenPercentOwner Mark V Shoen (253.53K shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| Grove Holdings Lp Willow | 75,404,114 | 19 Aug, 2024 | |
| Edward J Shoen | Chairman And President | 8,150,978 | 20 Dec, 2021 |
| Mark V Shoen | 253,533 | 16 Dec, 2021 | |
| John P. Brogan | 40,987 | 19 Feb, 2025 | |
| Karl A. Schmidt | 24,000 | 14 Jun, 2023 | |
| James J Grogan | 1,848 | 28 Nov, 2022 | |
| Richard Jay Herrera | 180 | 21 Feb, 2023 | |
| Douglas Anthony Ducey | 100 | 03 Apr, 2024 | |
| Carrie Martz | 50 | 29 Jun, 2021 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 20 Nov, 2025 | Mark V Shoen | Series N Common Stock | D | 4,578 | $0.00 | 186,013 | I | G |
| 18 Sep, 2025 | Edward J Shoen | Series N Common Stock | A | 229,515 | - | 8,150,658 | I | P |
| 18 Sep, 2025 | Mark V Shoen | Series N Common Stock | A | 229,515 | - | 8,150,658 | I | P |
| 18 Sep, 2025 | Mark V Shoen | Series N Common Stock | D | 229,515 | - | 425,196 | I | J |
| 18 Sep, 2025 | Grove Holdings Lp Willow | Series N Common Stock | A | 229,515 | - | 8,150,658 | I | P |
| 18 Sep, 2025 | Grove Holdings Lp Willow | - | - | 8,150,658 | I | |||
| 26 Feb, 2025 | Mark V Shoen | Series N Common Stock | D | 12,500 | $65.03 | 654,711 | I | S |
| 21 Feb, 2025 | Mark V Shoen | Series N Common Stock | D | 192 | $66.03 | 667,211 | I | S |
| 21 Feb, 2025 | Mark V Shoen | Series N Common Stock | D | 97 | $65.33 | 667,403 | I | S |
| 20 Feb, 2025 | Mark V Shoen | Series N Common Stock | D | 12,377 | $65.86 | 667,623 | I | S |
| 20 Feb, 2025 | Mark V Shoen | Series N Common Stock | D | 123 | $66.40 | 667,500 | I | S |
| 18 Feb, 2025 | John P. Brogan | - | - | 40,987 | D | |||
| 18 Feb, 2025 | John P. Brogan | Series N Common Stock | D | 3,000 | $67.04 | 40,987 | D | S |
| 18 Dec, 2024 | Mark V Shoen | Series N Common Stock | D | 752 | $0.00 | 190,591 | I | G |
| 16 Dec, 2024 | Mark V Shoen | Series N Common Stock | D | 1,520 | $0.00 | 191,343 | I | G |
| 16 Aug, 2024 | Edward J Shoen | Series N Common Stock | D | 680,000 | - | 67,253,456 | I | J |
| 16 Aug, 2024 | Mark V Shoen | Series N Common Stock | D | 680,000 | - | 67,253,456 | I | J |
| 16 Aug, 2024 | Mark V Shoen | Series N Common Stock | A | 680,000 | - | 680,000 | I | J |
| 16 Aug, 2024 | Grove Holdings Lp Willow | - | - | 67,253,456 | D | |||
| 16 Aug, 2024 | Grove Holdings Lp Willow | Series N Common Stock | D | 680,000 | - | 67,253,456 | D | J |