Filing Research | UHAL - U HAUL HOLDING COMPANY Institutional Holdings

Snapshot holdings

42 / 42 loaded

#		Instrument	quantity
1	SCHARF INVESTMENTS, LLC	Shares	412.1KSH	$27.0M
2	Carnegie Lake Advisors LLC	Shares	7.4KSH	$485.6K
3	Mraz, Amerine & Associates, Inc.	Shares	4.1KSH	$267.3K
4	Net Worth Advisory Group	Shares	4.1KSH	$266.1K
5	Optas, LLC	Shares	3.7KSH	$243.6K
6	Police & Firemen's Retirement System of New Jersey	Shares	3.6KSH	$236.4K
7	Baker Ellis Asset Management LLC	Shares	3.5KSH	$226.4K
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	3.3KSH	$223.3K
9	Skylands Capital, LLC	Shares	2.0KSH	$133.8K
10	GAMMA Investing LLC	Shares	719SH	$47.1K
11	Farther Finance Advisors, LLC	Shares	708SH	$46.5K
12	LANARK FINANCIAL, INC.	Shares	458SH	$30.0K
13	High Point Wealth Management, LLC	Shares	430SH	$28.1K
14	Versant Capital Management, Inc	Shares	383SH	$25.1K
15	SIGNATUREFD, LLC	Shares	315SH	$20.6K
16	ELEVATION WEALTH PARTNERS, LLC	Shares	295SH	$19.3K
17	FINANCIAL CONSULATE, INC	Shares	258SH	$16.9K
18	EverSource Wealth Advisors, LLC	Shares	221SH	$14.5K
19	True Wealth Design, LLC	Shares	193SH	$12.6K
20	SJS Investment Consulting Inc.	Shares	141SH	$9.2K
21	Cedar Mountain Advisors, LLC	Shares	104SH	$6.8K
22	Financial Perspectives, Inc	Shares	95SH	$6.2K
23	CoreCap Advisors, LLC	Shares	90SH	$5.9K
24	AdvisorNet Financial, Inc	Shares	25SH	$1.6K
25	Crewe Advisors LLC	Shares	25SH	$1.6K
26	JFS WEALTH ADVISORS, LLC	Shares	22SH	$1.4K
27	Fortitude Family Office, LLC	Shares	21SH	$1.4K
28	Spire Wealth Management	Shares	17SH	$1.1K
29	Golden State Wealth Management, LLC	Shares	17SH	$1.1K
30	DiNuzzo Private Wealth, Inc.	Shares	7SH	$459
31	Creative Capital Management Investments LLC	Shares	7SH	$458
32	LifeSteps Financial, Inc.	Shares	7SH	$458
33	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	3SH	$196
34	Kennebec Savings Bank	Shares	3SH	$196
35	MassMutual Private Wealth & Trust, FSB	Shares	3SH	$196
36	Activest Wealth Management	Shares	2SH	$131
37	Lodestone Wealth Management LLC	Shares	2SH	$131
38	SBI Securities Co., Ltd.	Shares	2SH	$131
39	Sachetta, LLC	Shares	1SH	$66
40	IFP Advisors, Inc	Shares	1SH	$65
41	LRI Investments, LLC	Shares	1SH	$65
42	CX Institutional	Shares	863SH	$56

Manager changes2026-06-30 vs 2026-03-31

45 / 45 loaded

#		Instrument
1	SCHARF INVESTMENTS, LLC added	Shares	+90.1K	+$11.6M	$27.0M
2	Mraz, Amerine & Associates, Inc. new	Shares	+4.1K	+$267.3K	$267.3K
3	Optas, LLC new	Shares	+3.7K	+$243.6K	$243.6K
4	Baker Ellis Asset Management LLC new	Shares	+3.5K	+$226.4K	$226.4K
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+3.3K	+$223.3K	$223.3K
6	Carnegie Lake Advisors LLC trimmed	Shares	-125	+$125.1K	$485.6K
7	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$63.8K	$236.4K
8	Net Worth Advisory Group trimmed	Shares	-270	+$58.9K	$266.1K
9	Farther Finance Advisors, LLC added	Shares	+595	+$41.2K	$46.5K
10	Skylands Capital, LLC unchanged	Shares	0	+$36.1K	$133.8K
11	GAMMA Investing LLC added	Shares	+138	+$19.3K	$47.1K
12	Versant Capital Management, Inc added	Shares	+108	+$11.9K	$25.1K
13	LANARK FINANCIAL, INC. unchanged	Shares	0	+$8.1K	$30.0K
14	High Point Wealth Management, LLC unchanged	Shares	0	+$7.6K	$28.1K
15	SIGNATUREFD, LLC added	Shares	+19	+$6.5K	$20.6K
16	True Wealth Design, LLC added	Shares	+46	+$5.6K	$12.6K
17	ELEVATION WEALTH PARTNERS, LLC unchanged	Shares	0	+$5.2K	$19.3K
18	FINANCIAL CONSULATE, INC unchanged	Shares	0	+$4.6K	$16.9K
19	SJS Investment Consulting Inc. added	Shares	+38	+$4.3K	$9.2K
20	Cedar Mountain Advisors, LLC unchanged	Shares	0	+$1.8K	$6.8K
21	Financial Perspectives, Inc unchanged	Shares	0	+$1.7K	$6.2K
22	CoreCap Advisors, LLC unchanged	Shares	0	+$1.6K	$5.9K
23	JFS WEALTH ADVISORS, LLC added	Shares	+9	+$818	$1.4K
24	Fortitude Family Office, LLC added	Shares	+8	+$753	$1.4K
25	Creative Capital Management Investments LLC new	Shares	+7	+$458	$458
26	LifeSteps Financial, Inc. new	Shares	+7	+$458	$458
27	AdvisorNet Financial, Inc unchanged	Shares	0	+$441	$1.6K
28	Crewe Advisors LLC unchanged	Shares	0	+$441	$1.6K
29	Golden State Wealth Management, LLC unchanged	Shares	0	+$307	$1.1K
30	DiNuzzo Private Wealth, Inc. added	Shares	+1	+$172	$459
31	Sachetta, LLC new	Shares	+1	+$66	$66
32	LRI Investments, LLC new	Shares	+1	+$65	$65
33	CX Institutional new	Shares	+863	+$56	$56
34	Kennebec Savings Bank unchanged	Shares	0	+$53	$196
35	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$53	$196
36	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	+$45	$196
37	Activest Wealth Management unchanged	Shares	0	+$35	$131
38	SBI Securities Co., Ltd. unchanged	Shares	0	+$35	$131
39	IFP Advisors, Inc trimmed	Shares	-1	-$31	$65
40	Lodestone Wealth Management LLC trimmed	Shares	-21	-$968	$131
41	Spire Wealth Management trimmed	Shares	-45	-$1.8K	$1.1K
42	EverSource Wealth Advisors, LLC trimmed	Shares	-167	-$4.1K	$14.5K
43	Mirae Asset Global Investments Co., Ltd. exited	Shares	-228	-$10.9K	$0
44	Opal Wealth Advisors, LLC exited	Shares	-1.1K	-$50.6K	$0
45	Sequoia Financial Advisors, LLC exited	Shares	-4.9K	-$234.9K	$0