Filing Research | UHAL-B - U HAUL HOLDING CO Institutional Holdings

Snapshot holdings

50 / 64 loaded

#		Instrument	quantity
1	REINHART PARTNERS, LLC.	Shares	2.0MSH	$112.6M
2	SCHARF INVESTMENTS, LLC	Shares	821.4KSH	$47.4M
3	CREDIT INDUSTRIEL ET COMMERCIAL	Shares	125.9KSH	$7.3M
4	Mraz, Amerine & Associates, Inc.	Shares	116.2KSH	$6.7M
5	Skylands Capital, LLC	Shares	51.0KSH	$2.9M
6	Police & Firemen's Retirement System of New Jersey	Shares	46.4KSH	$2.7M
7	Chemistry Wealth Management LLC	Shares	42.6KSH	$2.5M
8	Lodestone Wealth Management LLC	Shares	18.2KSH	$1.0M
9	Camelot Portfolios, LLC	Shares	17.1KSH	$985.6K
10	Legacy Wealth Asset Management, LLC	Shares	10.7KSH	$614.6K
11	GREENLEAF TRUST	Shares	10.0KSH	$577.8K
12	Norman Fields, Gottscho Capital Management, LLC	Shares	9.2KSH	$532.9K
13	Y-Intercept (Hong Kong) Ltd	Shares	8.4KSH	$485.6K
14	Steadtrust LLC	Shares	6.7KSH	$385.4K
15	Red Door Wealth Management, LLC	Shares	6.2KSH	$357.7K
16	Composition Wealth, LLC	Shares	4.7KSH	$273.5K
17	INDEPENDENT FINANCIAL GROUP, LLC	Shares	4.5KSH	$259.6K
18	PFG Investments, LLC	Shares	4.1KSH	$233.9K
19	Baker Ellis Asset Management LLC	Shares	4.0KSH	$233.1K
20	Sequoia Financial Advisors, LLC	Shares	3.7KSH	$212.0K
21	GAMMA Investing LLC	Shares	3.4KSH	$198.5K
22	FINANCIAL CONSULATE, INC	Shares	2.3KSH	$134.0K
23	SIGNATUREFD, LLC	Shares	1.3KSH	$76.9K
24	Financial Perspectives, Inc	Shares	855SH	$49.3K
25	Versant Capital Management, Inc	Shares	827SH	$47.7K
26	Farther Finance Advisors, LLC	Shares	644SH	$37.2K
27	CoreCap Advisors, LLC	Shares	603SH	$34.8K
28	EverSource Wealth Advisors, LLC	Shares	535SH	$30.9K
29	Kennebec Savings Bank	Shares	411SH	$23.7K
30	Mirae Asset Global Investments Co., Ltd.	Shares	228SH	$13.2K
31	YANKCOM Partnership	Shares	220SH	$12.7K
32	Spire Wealth Management	Shares	207SH	$11.9K
33	MassMutual Private Wealth & Trust, FSB	Shares	198SH	$11.4K
34	Golden State Wealth Management, LLC	Shares	157SH	$9.1K
35	Fortitude Family Office, LLC	Shares	148SH	$8.5K
36	SJS Investment Consulting Inc.	Shares	145SH	$8.4K
37	JFS WEALTH ADVISORS, LLC	Shares	132SH	$7.6K
38	Blue Trust, Inc.	Shares	113SH	$6.5K
39	Sachetta, LLC	Shares	108SH	$6.2K
40	Owl Creek Wealth Partners LLC	Shares	75SH	$4.3K
41	Bogart Wealth, LLC	Shares	71SH	$4.1K
42	High Note Wealth, LLC	Shares	71SH	$4.1K
43	LifeSteps Financial, Inc.	Shares	63SH	$3.6K
44	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	48SH	$2.8K
45	Creative Capital Management Investments LLC	Shares	47SH	$2.7K
46	Ares Financial Consulting, LLC	Shares	45SH	$2.6K
47	State of Alaska, Department of Revenue	Shares	34.0KSH	$2.0K
48	DiNuzzo Private Wealth, Inc.	Shares	33SH	$1.9K
49	Handelsbanken Fonder AB	Shares	31.3KSH	$1.8K
50	Activest Wealth Management	Shares	29SH	$1.7K

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

50 / 65 loaded

#		Instrument
1	REINHART PARTNERS, LLC. added	Shares	+118.1K	+$30.7M	$112.6M
2	SCHARF INVESTMENTS, LLC trimmed	Shares	-67.5K	+$7.7M	$47.4M
3	CREDIT INDUSTRIEL ET COMMERCIAL added	Shares	+21.2K	+$2.6M	$7.3M
4	Mraz, Amerine & Associates, Inc. trimmed	Shares	-985	+$1.5M	$6.7M
5	Police & Firemen's Retirement System of New Jersey added	Shares	+2.5K	+$713.9K	$2.7M
6	Chemistry Wealth Management LLC added	Shares	+1.3K	+$612.1K	$2.5M
7	Y-Intercept (Hong Kong) Ltd new	Shares	+8.4K	+$485.6K	$485.6K
8	PFG Investments, LLC new	Shares	+4.1K	+$233.9K	$233.9K
9	Lodestone Wealth Management LLC trimmed	Shares	-402	+$219.1K	$1.0M
10	Sequoia Financial Advisors, LLC new	Shares	+3.7K	+$212.0K	$212.0K
11	Camelot Portfolios, LLC trimmed	Shares	-1.0K	+$176.4K	$985.6K
12	Legacy Wealth Asset Management, LLC added	Shares	+343	+$154.1K	$614.6K
13	Norman Fields, Gottscho Capital Management, LLC unchanged	Shares	0	+$120.3K	$532.9K
14	Red Door Wealth Management, LLC unchanged	Shares	0	+$80.8K	$357.7K
15	Steadtrust LLC trimmed	Shares	-500	+$64.7K	$385.4K
16	INDEPENDENT FINANCIAL GROUP, LLC unchanged	Shares	0	+$58.6K	$259.6K
17	GAMMA Investing LLC added	Shares	+145	+$51.3K	$198.5K
18	GREENLEAF TRUST trimmed	Shares	-1.9K	+$45.2K	$577.8K
19	Baker Ellis Asset Management LLC trimmed	Shares	-500	+$30.3K	$233.1K
20	FINANCIAL CONSULATE, INC unchanged	Shares	0	+$30.3K	$134.0K
21	Versant Capital Management, Inc added	Shares	+198	+$19.6K	$47.7K
22	SIGNATUREFD, LLC trimmed	Shares	-36	+$15.7K	$76.9K
23	Mirae Asset Global Investments Co., Ltd. new	Shares	+228	+$13.2K	$13.2K
24	Financial Perspectives, Inc unchanged	Shares	0	+$11.1K	$49.3K
25	Farther Finance Advisors, LLC added	Shares	+23	+$9.8K	$37.2K
26	Composition Wealth, LLC trimmed	Shares	-1.2K	+$8.5K	$273.5K
27	CoreCap Advisors, LLC unchanged	Shares	0	+$7.9K	$34.8K
28	SJS Investment Consulting Inc. added	Shares	+120	+$7.3K	$8.4K
29	Sachetta, LLC new	Shares	+108	+$6.2K	$6.2K
30	MassMutual Private Wealth & Trust, FSB added	Shares	+78	+$6.1K	$11.4K
31	Kennebec Savings Bank unchanged	Shares	0	+$5.4K	$23.7K
32	Fortitude Family Office, LLC added	Shares	+68	+$5.0K	$8.5K
33	Owl Creek Wealth Partners LLC new	Shares	+75	+$4.3K	$4.3K
34	LifeSteps Financial, Inc. new	Shares	+63	+$3.6K	$3.6K
35	Bogart Wealth, LLC added	Shares	+60	+$3.6K	$4.1K
36	JFS WEALTH ADVISORS, LLC added	Shares	+34	+$3.2K	$7.6K
37	YANKCOM Partnership unchanged	Shares	0	+$2.9K	$12.7K
38	Creative Capital Management Investments LLC new	Shares	+47	+$2.7K	$2.7K
39	Spire Wealth Management unchanged	Shares	0	+$2.7K	$11.9K
40	Golden State Wealth Management, LLC added	Shares	+1	+$2.1K	$9.1K
41	Activest Wealth Management added	Shares	+27	+$1.6K	$1.7K
42	High Note Wealth, LLC unchanged	Shares	0	+$925	$4.1K
43	LRI Investments, LLC new	Shares	+14	+$808	$808
44	Cromwell Holdings LLC added	Shares	+10	+$733	$1.3K
45	Handelsbanken Fonder AB added	Shares	+5.8K	+$667	$1.8K
46	DiNuzzo Private Wealth, Inc. added	Shares	+5	+$654	$1.9K
47	Ares Financial Consulting, LLC unchanged	Shares	0	+$612	$2.6K
48	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	+$523	$2.8K
49	Marquette Asset Management, LLC new	Shares	+9	+$520	$520
50	SBI Securities Co., Ltd. new	Shares	+9	+$519	$519

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