UHALB — U Haul Holding Company Com Ser N Institutional Holders · Q3 2026
Who owns U Haul Holding Company Com Ser N (UHALB)? 13 institutions reported holding $103.71M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Reinhart Partners, Llc. ($102.1M), Legacy Wealth Asset Management, LLC ($565,601), Norman Fields, Gottscho Capital Management, LLC ($488,070).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | REINHART PARTNERS, LLC. | $102.1M | 1.9M | Trimmed |
| 2 | Legacy Wealth Asset Management, LLC | $565,601 | 10,702 | Added |
| 3 | Norman Fields, Gottscho Capital Management, LLC | $488,070 | 9,235 | Hold |
| 4 | DIVERSIFIED MANAGEMENT INC | $234,707 | 4,441 | New |
| 5 | GAMMA Investing LLC | $185,609 | 3,512 | Added |
| 6 | Versant Capital Management, Inc | $66,855 | 1,265 | Added |
| 7 | Farther Finance Advisors, LLC | $48,305 | 914 | Added |
| 8 | CoreCap Advisors, LLC | $31,869 | 603 | Hold |
| 9 | ELEVATION WEALTH PARTNERS, LLC | $19,449 | 368 | New |
| 10 | MassMutual Private Wealth & Trust, FSB | $7,558 | 143 | Trimmed |
| 11 | Planning Strategies Inc. | $1,374 | 26 | Added |
| 12 | Marquette Asset Management, LLC | $476 | 9 | Hold |
| 13 | GILPIN WEALTH MANAGEMENT, LLC | $53 | 1 | New |
Source: SEC Form 13F filings · as of 2026-09-30