U-Haul Holding Co /NV/
Congressional Trades
Whale Activity
- Increased8
- New0
- Held0
- Decreased1
- Closed1
- No prior filing2
| Filer | Shares | Value | Change |
|---|---|---|---|
| TWO SIGMA INVESTMENTS, LP | 583.9K | $38.2M | increased |
| D. E. Shaw & Co., Inc. | 489.8K | $32.1M | increased |
| BlackRock, Inc. | 478.8K | $31.3M | increased |
| VANGUARD CAPITAL MANAGEMENT LLC | 425.6K | $27.8M | increased |
| MILLENNIUM MANAGEMENT LLC | 415.5K | $27.2M | increased |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 360.6K | $23.6M | increased |
| CITADEL ADVISORS LLC | 162.2K | $10.6M | increased |
| Point72 Asset Management, L.P. | 77.2K | $5.0M | increased |
| Bruce & Co., Inc. | 72.6K | $4.8M | decreased |
| ABRAMS CAPITAL MANAGEMENT, L.P. | 36.4K | $2.4M | — |
| Oppenheimer & Close, LLC | 5,990 | $392K | — |
| Renaissance Technologies | 0 | $0 | closed |
KeyVex tracks a curated set of large 13F filers plus the largest positions in recent filings, so this is a sample of institutional activity, not the whole market.
Insider Trading
No open-market insider buys or sells in the last two years.
Recent Insider Transactions
| Insider | Type | Shares | Price | Value | Date | |
|---|---|---|---|---|---|---|
| Schmidt Karl A.Director | Purchase | +200 | $471.50 | $94K | Jun 10, 2022 | Form 4 ↗ |
| SHOEN EDWARD JChairman, President · Director · 10% owner | Purchase | +14.8K | $720.75 | $10.6M | Dec 16, 2021 | Form 4 ↗ |
| SHOEN EDWARD JChairman, President · Director · 10% owner | Sale | −14.8K | $720.75 | $10.6M | Dec 16, 2021 | Form 4 ↗ |
| SHOEN EDWARD JChairman/President · Director · 10% owner | Other | +8,548 | $720.75 | $6.2M | Dec 16, 2021 | Form 4 ↗ |
| SHOEN EDWARD JChairman/President · Director · 10% owner | Other | −8,548 | $720.75 | $6.2M | Dec 16, 2021 | Form 4 ↗ |
| SHOEN EDWARD JChairman/President · Director · 10% owner | Other | +8,548 | $720.75 | $6.2M | Dec 16, 2021 | Form 4 ↗ |
| SHOEN MARK V10% owner | Other | +8,548 | $720.75 | $6.2M | Dec 16, 2021 | Form 4 ↗ |
| SHOEN MARK V10% owner | Other | +14.8K | $720.75 | $10.6M | Dec 16, 2021 | Form 4 ↗ |
| SHOEN MARK V10% owner | Other | −8,548 | $720.75 | $6.2M | Dec 16, 2021 | Form 4 ↗ |
| SHOEN MARK V10% owner | Other | +8,548 | $720.75 | $6.2M | Dec 16, 2021 | Form 4 ↗ |
| SHOEN MARK V10% owner | Other | −8,548 | $720.75 | $6.2M | Dec 16, 2021 | Form 4 ↗ |
| Foster Road LLC10% owner | Other | +8,548 | $720.75 | $6.2M | Dec 16, 2021 | Form 4 ↗ |
| Brogan John P.Director | Sale | −250 | $706.20 | $177K | Dec 10, 2021 | Form 4 ↗ |
| SHOEN MARK V10% owner | Gift | −316 | $0.00 | $0 | Nov 9, 2021 | Form 4 ↗ |
| Martz Carrie | Purchase | +5 | $536.86 | $3K | Jun 16, 2021 | Form 4 ↗ |
| Foster Road LLC10% owner | Purchase | +683 | $538.82 | $368K | Jun 15, 2021 | Form 4 ↗ |
| Foster Road LLC10% owner | Purchase | +1,028 | $538.00 | $553K | Jun 15, 2021 | Form 4 ↗ |
| Foster Road LLC10% owner | Purchase | +99 | $539.69 | $53K | Jun 15, 2021 | Form 4 ↗ |
| Foster Road LLC10% owner | Purchase | +80.0K | $552.06 | $44.2M | Jun 15, 2021 | Form 4 ↗ |
| SHOEN EDWARD JChairman/President · Director · 10% owner | Purchase | +683 | $538.82 | $368K | Jun 15, 2021 | Form 4 ↗ |
Fund Holders
| Fund | Shares | Value | % of fund | As of |
|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 373.4K | $24.4M | 0.00% | Jun 30, 2026 |
| AMG Yacktman Fund AMG Funds | 300.0K | $19.6M | 0.27% | Jun 30, 2026 |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 207.6K | $13.6M | 0.01% | Jun 30, 2026 |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 145.5K | $10.3M | 0.05% | Jul 31, 2026 |
| Meridian Contrarian Fund Meridian Fund Inc | 155.0K | $10.1M | 1.49% | Jun 30, 2026 |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 128.3K | $8.4M | 0.01% | Jun 30, 2026 |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 83.6K | $5.9M | 0.07% | Jul 31, 2026 |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 80.6K | $5.3M | 0.05% | Jun 30, 2026 |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 67.7K | $4.8M | 0.03% | Jul 31, 2026 |
| BRUCE FUND Bruce Fund, Inc. | 68.0K | $4.4M | 1.18% | Jun 30, 2026 |
Mutual funds and ETFs whose N-PORT filings list UHAL's shares (CUSIP 023586100), each fund at its latest report since Mar 7, 2026, largest positions first. Bonds, options and short positions are left out.
Activist & Passive Stakes
No 13D/13G beneficial-ownership filings on record.
Corporate Lobbying
No lobbying filings found naming U-Haul Holding Co /NV/ as the client.
Government Contracts
No federal contract awards found for U-Haul Holding Co /NV/.
U.S. Patents
No USPTO patent applications found for U-Haul Holding Co /NV/.
Annual Financials
No annual XBRL figures on record for UHAL. KeyVex's fundamentals cover about 130 large companies so far.
Stock Splits
No stock splits in UHAL's price history.



