Institutional Ownership Amerco (UHAL)
This table provides information about the institutional ownership of Amerco (UHAL). We have compiled data on the 211 institutions that hold shares in the stock, with a total of 6.86 Million shares, which have been reported (via 13F filing form) to have a value of $459 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
854,558
shares
|
$57.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Scharf Investments, LLC
|
Oct 15, 2024 Q3 2024 |
704,004
shares
|
$47.1 Million
1.68% of portfolio
|
Q3 2024
Added 3.98%
|
|
|
Southpoint Capital Advisors LP
New York, NY |
Nov 14, 2024 Q3 2024 |
600,000
shares
|
$40.1 Million
1.3% of portfolio
|
Q3 2024
Added 13.21%
|
|
|
Smead Capital Management, Inc.
Phoenix, AZ |
Nov 07, 2024 Q3 2024 |
543,233
shares
|
$36.3 Million
0.62% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Nelson Peltz
Trian Fund Management, L.P. | New York, Ny
|
Nov 13, 2024 Q3 2024 |
449,595
shares
|
$30.1 Million
1.09% of portfolio
|
Q3 2024
Added 15.37%
|
|
|
Donald Yacktman
Yacktman Asset Management LP
|
Oct 30, 2024 Q3 2024 |
435,032
shares
|
$29.1 Million
0.37% of portfolio
|
Q3 2024
Reduced 7.12%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
416,540
shares
|
$27.9 Million
0.0% of portfolio
|
Q2 2024
Added 0.65%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 07, 2024 Q3 2024 |
335,709
shares
|
$22.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.1%
|
|
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
Dec 13, 2024 Q3 2024 |
224,036
shares
|
$15 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
196,467
shares
|
$13.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
177,677
shares
|
$11.9 Million
0.0% of portfolio
|
Q3 2024
Added 12.8%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
139,911
shares
|
$9.36 Million
0.0% of portfolio
|
Q3 2024
Added 4.7%
|
|
|
Old West Investment Management, LLC
Los Angeles, CA |
Nov 19, 2024 Q3 2024 |
125,947
shares
|
$8.43 Million
3.96% of portfolio
|
Q3 2024
Added 11.65%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
100,783
shares
|
$6.74 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Parkwood LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
99,659
shares
|
$6.67 Million
0.54% of portfolio
|
Q3 2024
Reduced 8.07%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
96,730
shares
|
$6.47 Million
0.0% of portfolio
|
Q3 2024
Added 8.94%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
92,083
shares
|
$6.16 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
Nov 14, 2024 Q3 2024 |
75,800
shares
|
$5.07 Million
0.08% of portfolio
|
Q3 2024
Reduced 37.25%
|
|
|
Bruce & Co., Inc.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
75,105
shares
|
$5.02 Million
2.42% of portfolio
|
Q2 2024
Added 6.07%
|
|
|
Voloridge Investment Management, LLC
Jupiter, FL |
Nov 14, 2024 Q3 2024 |
63,676
shares
|
$4.26 Million
0.02% of portfolio
|
Q3 2024
Reduced 17.08%
|
|
|
Applied Fundamental Research, LLC
Cambridge, MA |
Nov 13, 2024 Q3 2024 |
61,300
shares
|
$4.1 Million
3.14% of portfolio
|
Q2 2024
Added 12.94%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
47,132
shares
|
$3.15 Million
0.0% of portfolio
|
Q3 2024
Reduced 42.66%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
45,219
shares
|
$3.03 Million
0.01% of portfolio
|
Q3 2024
Added 14.52%
|
|
|
David Abrams
Abrams Capital Management, L.P. | Boston, Ma
|
Nov 08, 2024 Q3 2024 |
36,401
shares
|
$2.44 Million
0.09% of portfolio
|
Q3 2024
Reduced 51.47%
|
|
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
Nov 14, 2024 Q3 2024 |
34,541
shares
|
$2.31 Million
0.01% of portfolio
|
Q3 2024
Reduced 67.89%
|