Institutional Ownership Amerco (UHAL)
This table provides information about the institutional ownership of Amerco (UHAL). We have compiled data on the 206 institutions that hold shares in the stock, with a total of 6.62 Million shares, which have been reported (via 13F filing form) to have a value of $417 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Vanguard Group Inc
Valley Forge, PA |
May 10, 2024 Q1 2024 |
858,711
shares
|
$54.1 Million
0.0% of portfolio
|
Q1 2024
Reduced 2.08%
|
|
Scharf Investments, LLC
|
Apr 15, 2024 Q1 2024 |
668,818
shares
|
$42.1 Million
1.35% of portfolio
|
Q1 2024
Added 1.74%
|
|
Smead Capital Management, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
547,554
shares
|
$34.5 Million
0.59% of portfolio
|
Q1 2024
Added 2.42%
|
|
Donald Yacktman
Yacktman Asset Management LP
|
May 02, 2024 Q1 2024 |
471,883
shares
|
$29.7 Million
0.3% of portfolio
|
Q1 2024
Reduced 13.96%
|
|
Southpoint Capital Advisors LP
New York, NY |
May 15, 2024 Q1 2024 |
430,000
shares
|
$27.1 Million
0.66% of portfolio
|
Q1 2024
Added 186.67%
|
|
Black Rock Inc.
New York, NY |
May 10, 2024 Q1 2024 |
413,836
shares
|
$26.1 Million
0.0% of portfolio
|
Q1 2024
Added 5.65%
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 10, 2024 Q1 2024 |
355,274
shares
|
$22.4 Million
0.01% of portfolio
|
Q1 2024
Reduced 7.51%
|
|
David Abrams
Abrams Capital Management, L.P. | Boston, Ma
|
May 14, 2024 Q1 2024 |
277,011
shares
|
$17.5 Million
0.63% of portfolio
|
Q1 2024
Reduced 31.94%
|
|
State Street Corp
Boston, MA |
May 15, 2024 Q1 2024 |
223,363
shares
|
$14.1 Million
0.0% of portfolio
|
Q1 2024
Added 2.06%
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2024 Q1 2024 |
155,283
shares
|
$9.78 Million
0.0% of portfolio
|
Q1 2024
Added 6.9%
|
|
Artisan Partners Limited Partnership
Milwaukee, WI |
May 13, 2024 Q1 2024 |
150,152
shares
|
$9.46 Million
0.02% of portfolio
|
Q1 2024
Reduced 3.97%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
121,531
shares
|
$7.66 Million
0.0% of portfolio
|
Q1 2024
Added 70.91%
|
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
May 15, 2024 Q1 2024 |
113,541
shares
|
$7.15 Million
0.04% of portfolio
|
Q1 2024
Reduced 7.8%
|
|
Parkwood LLC
Cleveland, OH |
May 15, 2024 Q1 2024 |
106,400
shares
|
$6.7 Million
0.65% of portfolio
|
Q1 2024
Added 26.05%
|
|
Old West Investment Management, LLC
Los Angeles, CA |
May 08, 2024 Q1 2024 |
103,053
shares
|
$6.49 Million
3.76% of portfolio
|
Q1 2024
Added 97.06%
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2024 Q1 2024 |
98,154
shares
|
$6.18 Million
0.01% of portfolio
|
Q1 2024
Reduced 3.05%
|
|
Marshall Wace, LLP
London, X0 |
May 15, 2024 Q1 2024 |
93,800
shares
|
$5.91 Million
0.01% of portfolio
|
Q1 2024
Reduced 12.99%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
85,965
shares
|
$5.42 Million
0.0% of portfolio
|
Q1 2024
Added 15.97%
|
|
Wellington Management Group LLP
Boston, MA |
May 15, 2024 Q1 2024 |
85,868
shares
|
$5.41 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
Bruce & Co., Inc.
Chicago, IL |
May 13, 2024 Q1 2024 |
70,805
shares
|
$4.46 Million
2.36% of portfolio
|
Q3 2023
Reduced 5.3%
|
|
Applied Fundamental Research, LLC
Cambridge, MA |
May 02, 2024 Q1 2024 |
54,279
shares
|
$3.42 Million
2.71% of portfolio
|
Q1 2024
Reduced 2.26%
|
|
Voloridge Investment Management, LLC
Jupiter, FL |
May 15, 2024 Q1 2024 |
53,907
shares
|
$3.4 Million
0.01% of portfolio
|
Q1 2024
Added 8.41%
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 08, 2024 Q1 2024 |
51,397
shares
|
$3.24 Million
0.0% of portfolio
|
Q1 2024
Added 1.93%
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2024 Q1 2024 |
47,362
shares
|
$2.98 Million
0.01% of portfolio
|
Q1 2024
Reduced 2.75%
|
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
May 15, 2024 Q1 2024 |
45,800
shares
|
$2.89 Million
0.04% of portfolio
|
Q1 2024
Added 43.13%
|