U-Haul Holding Co /NV/ (UHAL) — Institutional Holders, Q2 2026 (page 4)
385 institutional investment managers reported a UHAL position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $4.2B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 301 to 385. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
UHAL 13F holders ranked 301–385 of 385
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | Integrated Wealth Concepts#301 · 301 sh | 301 | $18.4K | <0.01% | New |
| 302 | SJS Investment Consulting#302 · 286 sh | 286 | $17.6K | — | +123.4% |
| 303 | Wilmington Savings Fund Society, FSB#303 · 297 sh | 297 | $17.1K | — | 0.0% |
| 304 | NewEdge Advisors#304 · 288 sh | 288 | $16.6K | 0.00% | New |
| 305 | Quent Capital#305 · 276 sh | 276 | $16.1K | <0.01% | +475.0% |
| 306 | Smartleaf Asset Management#306 · 250 sh | 250 | $15.1K | <0.01% | 0.0% |
| 307 | Pinnacle Bancorp#307 · 228 sh | 228 | $14.0K | — | -20.8% |
| 308 | Mirae Asset Global Investments , Ltd.#308 · 228 sh | 228 | $13.2K | 0.00% | 0.0% |
| 309 | Spire Wealth Management#309 · 224 sh | 224 | $13.1K | <0.01% | -16.7% |
| 310 | True Wealth Design#310 · 197 sh | 197 | $12.9K | — | +34.0% |
| 311 | YANKCOM Partnership#311 · 220 sh | 220 | $12.7K | — | 0.0% |
| 312 | MassMutual Private Wealth & , FSB#312 · 201 sh | 201 | $11.6K | — | +63.4% |
| 313 | Covestor Ltd#313 · 185 sh | 185 | $11.0K | <0.01% | +5.7% |
| 314 | Vanguard National#314 · 180 sh | 180 | $10.4K | <0.01% | 0.0% |
| 315 | Parkside Financial Bank#315 · 174 sh | 174 | $10.4K | — | +32.8% |
| 316 | Golden State Wealth Management#316 · 174 sh | 174 | $10.2K | <0.01% | +0.6% |
| 317 | Fortitude Family Office#317 · 169 sh | 169 | $9.9K | — | +81.7% |
| 318 | MV CAPITAL MANAGEMENT#318 · 146 sh | 146 | $9.5K | <0.01% | +21.7% |
| 319 | JFS WEALTH ADVISORS#319 · 154 sh | 154 | $9.1K | <0.01% | +38.7% |
| 320 | BOKF, NA#320 · 130 sh | 130 | $7.5K | — | New |
| 321 | Private Wealth Management Group#321 · 120 sh | 120 | $6.9K | — | +44.6% |
| 322 | Cedar Mountain Advisors#322 · 104 sh | 104 | $6.8K | — | 0.0% |
| 323 | Ronald Blue#323 · 113 sh | 113 | $6.5K | — | -84.4% |
| 324 | ACTION POINT FINANCIAL PLANNING#324 · 110 sh | 110 | $6.3K | <0.01% | New |
| 325 | Transamerica Financial Advisors#325 · 98 sh | 98 | $6.3K | <0.01% | +28.9% |
| 326 | Sachetta#326 · 109 sh | 109 | $6.3K | <0.01% | New |
| 327 | BROWN BROTHERS HARRIMAN#327 · 99 sh | 99 | $5.7K | 0.00% | -10.0% |
| 328 | Clearstead#328 · 86 sh | 86 | $5.0K | <0.01% | +21.1% |
| 329 | OGOREK ANTHONY JOSEPH /NY#329 · 100 sh | 100 | $5.0K | <0.01% | 0.0% |
| 330 | Plato Investment Management Ltd#330 · 72 sh | 72 | $4.7K | <0.01% | New |
| 331 | Keating Financial Advisory Services#331 · 74 sh | 74 | $4.3K | <0.01% | +311.1% |
| 332 | Owl Creek Wealth Partners#332 · 75 sh | 75 | $4.3K | — | New |
| 333 | Bogart Wealth#333 · 71 sh | 71 | $4.1K | <0.01% | +545.5% |
| 334 | High Note Wealth#334 · 71 sh | 71 | $4.1K | <0.01% | 0.0% |
| 335 | LifeSteps Financial#335 · 70 sh | 70 | $4.1K | — | New |
| 336 | Westfuller Advisors#336 · 70 sh | 70 | $4.1K | <0.01% | 0.0% |
| 337 | BELLEVUE ASSET MANAGEMENT#337 · 61 sh | 61 | $4.0K | <0.01% | New |
| 338 | Rialto Wealth Management#338 · 67 sh | 67 | $3.9K | <0.01% | +294.1% |
| 339 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#339 · 61 sh | 61 | $3.6K | <0.01% | 0.0% |
| 340 | Strengthening Families & Communities#340 · 60 sh | 60 | $3.5K | — | 0.0% |
| 341 | Creative Capital Management Investments#341 · 54 sh | 54 | $3.2K | <0.01% | New |
| 342 | Pinnacle Wealth Planning Services#342 · 52 sh | 52 | $3.2K | — | -52.3% |
| 343 | BARTLETT & WEALTH MANAGEMENT#343 · 51 sh | 51 | $3.0K | 0.00% | 0.0% |
| 344 | Ares Financial Consulting#344 · 45 sh | 45 | $2.6K | — | 0.0% |
| 345 | DiNuzzo Private Wealth#345 · 40 sh | 40 | $2.4K | — | +17.6% |
| 346 | Silver Grove Financial Group#346 · 37 sh | 37 | $2.2K | <0.01% | New |
| 347 | Bay Harbor Wealth Management#347 · 37 sh | 37 | $2.2K | <0.01% | +42.3% |
| 348 | Activest Wealth Management#348 · 31 sh | 31 | $1.8K | — | +675.0% |
| 349 | HFM Investment Advisors#349 · 31 sh | 31 | $1.7K | <0.01% | +158.3% |
| 350 | AdvisorNet Financial#350 · 25 sh | 25 | $1.6K | — | -93.5% |
| 351 | Crewe Advisors#351 · 25 sh | 25 | $1.6K | <0.01% | 0.0% |
| 352 | Bare Financial Services#352 · 28 sh | 28 | $1.6K | <0.01% | -65.0% |
| 353 | Bell Investment Advisors#353 · 27 sh | 27 | $1.6K | <0.01% | +8.0% |
| 354 | Union Bankshares#354 · 26 sh | 26 | $1.5K | 0.00% | 0.0% |
| 355 | Planning Strategies#355 · 25 sh | 25 | $1.4K | — | — |
| 356 | Cornerstone Planning Group#356 · 22 sh | 22 | $1.4K | — | 0.0% |
| 357 | Clearstead Advisors#357 · 21 sh | 21 | $1.3K | 0.00% | New |
| 358 | Cromwell#358 · 22 sh | 22 | $1.3K | <0.01% | +83.3% |
| 359 | Prestige Wealth Management Group#359 · 20 sh | 20 | $1.2K | <0.01% | 0.0% |
| 360 | HANTZ FINANCIAL SERVICES#360 · 18 sh | 18 | $1.0K | 0.00% | 0.0% |
| 361 | Avion Wealth#361 · 23 sh | 23 | $1.0K | <0.01% | +91.7% |
| 362 | LRI Investments#362 · 15 sh | 15 | $873.00 | <0.01% | New |
| 363 | James T. Borello RIA#363 · 14 sh | 14 | $831.00 | — | +600.0% |
| 364 | Quaker Wealth Management#364 · 14 sh | 14 | $808.00 | — | +55.6% |
| 365 | SIMPLEX TRADING#365 · 11 sh | 11 | $719.00 | 0.00% | -71.1% |
| 366 | Physician Wealth Advisors#366 · 12 sh | 12 | $693.00 | — | 0.0% |
| 367 | Basecamp Wealth Advisors#367 · 12 sh | 12 | $692.00 | <0.01% | 0.0% |
| 368 | SBI Securities , Ltd.#368 · 11 sh | 11 | $650.00 | — | +450.0% |
| 369 | Optiver Holding B.V.#369 · 8 sh | 8 | $524.00 | 0.00% | New |
| 370 | Marquette Asset Management#370 · 9 sh | 9 | $520.00 | — | New |
| 371 | THURSTON, SPRINGER, MILLER, HERD & TITAK#371 · 9 sh | 9 | $519.00 | — | 0.0% |
| 372 | HARBOUR INVESTMENTS#372 · 7 sh | 7 | $427.00 | 0.00% | +40.0% |
| 373 | Investors Portfolio Services#373 · 6 sh | 6 | $393.00 | <0.01% | New |
| 374 | DecisionPoint Financial#374 · 6 sh | 6 | $359.00 | — | New |
| 375 | IFP Advisors#375 · 5 sh | 5 | $296.00 | — | +66.7% |
| 376 | American Capital Advisory#376 · 5 sh | 5 | $289.00 | <0.01% | +150.0% |
| 377 | Bruce G. Allen Investments#377 · 4 sh | 4 | $231.00 | <0.01% | New |
| 378 | RAFFA WEALTH MANAGEMENT#378 · 3 sh | 3 | $173.00 | 0.00% | -40.0% |
| 379 | Hughes Financial Services#379 · 3 sh | 3 | $173.00 | 0.00% | 0.0% |
| 380 | Dunhill Financial#380 · 2 sh | 2 | $122.00 | 0.00% | 0.0% |
| 381 | Valued Wealth Advisors#381 · 2 sh | 2 | $117.00 | 0.00% | 0.0% |
| 382 | MARYLAND CAPITAL ADVISORS#382 · 2 sh | 2 | $116.00 | — | — |
| 383 | Principia Wealth Advisory#383 · 1 sh | 1 | $58.00 | 0.00% | New |
| 384 | Navigoe#384 · 13 sh | 13 | $0.00 | 0.00% | New |
| 385 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#385 · 123,676 sh | 123,676 | — | — | +2.0% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.