Institutional Ownership Amerco (UHAL)
This table provides information about the institutional ownership of Amerco (UHAL). We have compiled data on the 231 institutions that hold shares in the stock, with a total of 8.14 Million shares, which have been reported (via 13F filing form) to have a value of $472 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
5,065
shares
|
$291,490
0.0% of portfolio
|
Q2 2025
Reduced 4.36%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
4,864
shares
|
$279,923
0.63% of portfolio
|
Q1 2025
Reduced 34.22%
|
|
|
Axq Capital, LP
Jersey City, NJ |
Aug 12, 2025 Q2 2025 |
4,807
shares
|
$276,642
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,458
shares
|
$256,557
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
4,312
shares
|
$248,155
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Jul 16, 2025 Q2 2025 |
4,269
shares
|
$245,680
0.17% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Jul 22, 2025 Q2 2025 |
4,258
shares
|
$245,047
0.04% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jul 14, 2025 Q2 2025 |
4,048
shares
|
$232,962
0.07% of portfolio
|
Q2 2025
Added 6.67%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
4,000
shares
|
$230,200
0.03% of portfolio
|
Q2 2025
Added 4.28%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
3,624
shares
|
$208,561
0.0% of portfolio
|
Q2 2025
Reduced 63.72%
|
|
|
Treasurer Of The State Of North Carolina
|
Aug 14, 2025 Q2 2025 |
3,589
shares
|
$206,546
0.0% of portfolio
|
Q2 2025
Reduced 78.63%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
3,525
shares
|
$202,863
0.12% of portfolio
|
Q1 2025
Reduced 18.23%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
3,443
shares
|
$198,144
0.0% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Inkwell Capital LLC
Miami, FL |
Aug 11, 2025 Q2 2025 |
3,384
shares
|
$194,749
0.22% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
3,321
shares
|
$191,123
0.0% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
Aug 08, 2025 Q2 2025 |
3,054
shares
|
$175,757
0.0% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
2,927
shares
|
$168,448
0.0% of portfolio
|
Q2 2025
Reduced 76.76%
|
|
|
Rk Asset Management, LLC
Grosse Pointe Farms, MI |
Jul 18, 2025 Q2 2025 |
2,853
shares
|
$164,190
0.17% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Klp Kapitalforvaltning As
Oslo, Q8 |
Jul 23, 2025 Q2 2025 |
2,600
shares
|
$149,630
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Aug 14, 2025 Q2 2025 |
2,596
shares
|
$149,399
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Jul 15, 2025 Q2 2025 |
2,386
shares
|
$137,314
0.0% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
2,095
shares
|
$120,567
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Skylands Capital, LLC
|
Aug 08, 2025 Q2 2025 |
2,045
shares
|
$117,689
0.02% of portfolio
|
Q4 2024
Reduced 8.91%
|
|
|
Legal & General Group PLC
London, X0 |
Aug 12, 2025 Q2 2025 |
1,849
shares
|
$106,409
0.0% of portfolio
|
Q2 2025
Added 19.91%
|
|
|
Systematic Financial Management LP
Teaneck, NJ |
Aug 13, 2025 Q2 2025 |
1,642
shares
|
$94,497
0.0% of portfolio
|
Q3 2024
Reduced 12.61%
|