This page summarizes the UHAL holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether UHAL is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
Filer 12/31/2023 Share Count 3/31/2024 Share Count Change % Change
13F Filers Increasing UHAL Share Count
GAMMA Investing LLC
19
25
+ 6
+ 31.58%
CWM LLC
132
139
+ 7
+ 5.30%
Scharf Investments LLC
657,373
668,818
+ 11,445
+ 1.74%
13F Filers Reporting New Positions In UHAL
Atlas Capital Advisors LLC
0
157
+ 157
+ 100%
Riverview Trust Co
0
23
+ 23
+ 100%
Opal Wealth Advisors LLC
0
1,771
+ 1,771
+ 100%
13F Filers With Unchanged Share Count
First Hawaiian Bank
4,767
4,767
UNCH
0.00%
NBC Securities Inc.
308
308
UNCH
0.00%
JJJ Advisors Inc.
53
53
UNCH
0.00%
Pinnacle Bank
121
121
UNCH
0.00%
CVA Family Office LLC
100
100
UNCH
0.00%
Game Plan Financial Advisors LLC
500
500
UNCH
0.00%
13F Filers Decreasing UHAL Share Count
Massmutual Trust Co. FSB ADV
12
2
- 10
- 83.33%
Mcdonald Partners LLC
16,325
16,125
- 200
- 1.23%
RK Asset Management LLC
4,188
4,138
- 50
- 1.19%
Diversified Investment Strategies LLC
8,954
8,869
- 85
- 0.95%
Norman Fields Gottscho Capital Management LLC
7,278
7,228
- 50
- 0.69%
13F Filers Exiting UHAL
Arlington Trust Co LLC
20
0
- 20
- 100.00%
AdvisorNet Financial Inc
58
0
- 58
- 100.00%
See Summary: Institutional Holders of UHAL
See Details: Top 10 Hedge Funds Holding UHAL
Also See: UHAL Insider Buying
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