Institutional Ownership Amerco (UHAL)
This table provides information about the institutional ownership of Amerco (UHAL). We have compiled data on the 226 institutions that hold shares in the stock, with a total of 6.83 Million shares, which have been reported (via 13F filing form) to have a value of $420 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Legacy Capital Group California, Inc.
Los Gatos, CA |
May 09, 2025 Q1 2025 |
3,795
shares
|
$235,252
0.09% of portfolio
|
Q1 2025
Added 12.18%
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
3,525
shares
|
$218,514
0.12% of portfolio
|
Q1 2025
Reduced 18.23%
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
May 15, 2025 Q1 2025 |
3,500
shares
|
$216,965
0.0% of portfolio
|
Q1 2025
Reduced 44.44%
|
|
Inkwell Capital LLC
Miami, FL |
May 13, 2025 Q1 2025 |
3,494
shares
|
$216,593
0.25% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
3,423
shares
|
$212,191
0.0% of portfolio
|
Q1 2025
Reduced 36.39%
|
|
Inceptionr LLC
Lafayette, CA |
May 12, 2025 Q1 2025 |
3,399
shares
|
$210,704
0.07% of portfolio
|
Q1 2025
New holding
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
3,230
shares
|
$200,227
0.0% of portfolio
|
Q1 2025
New holding
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
May 09, 2025 Q1 2025 |
3,103
shares
|
$192,354
0.0% of portfolio
|
Q1 2025
Added 14.59%
|
|
Rk Asset Management, LLC
Grosse Pointe Farms, MI |
Apr 02, 2025 Q1 2025 |
2,885
shares
|
$178,841
0.17% of portfolio
|
Q1 2025
Reduced 3.9%
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
2,690
shares
|
$166,753
0.02% of portfolio
|
Q1 2024
New holding
|
|
Klp Kapitalforvaltning As
Oslo, Q8 |
May 06, 2025 Q1 2025 |
2,600
shares
|
$161,174
0.0% of portfolio
|
Q4 2024
New holding
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
May 14, 2025 Q1 2025 |
2,373
shares
|
$147,102
0.0% of portfolio
|
Q1 2025
Reduced 48.54%
|
|
Skylands Capital, LLC
|
Apr 25, 2025 Q1 2025 |
2,045
shares
|
$126,769
0.02% of portfolio
|
Q4 2024
Reduced 8.91%
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
1,981
shares
|
$122,802
0.0% of portfolio
|
Q1 2025
Reduced 7.6%
|
|
Systematic Financial Management LP
Teaneck, NJ |
May 14, 2025 Q1 2025 |
1,642
shares
|
$101,787
0.0% of portfolio
|
Q3 2024
Reduced 12.61%
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
1,607
shares
|
$99,617
0.03% of portfolio
|
Q1 2025
New holding
|
|
Legal & General Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
1,542
shares
|
$95,588
0.0% of portfolio
|
Q1 2025
Added 14.22%
|
|
Third Avenue Management LLC
New York, NY |
May 14, 2025 Q1 2025 |
1,456
shares
|
$90,257
0.02% of portfolio
|
Q3 2023
Reduced 3.45%
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
1,372
shares
|
$85,050
0.0% of portfolio
|
Q1 2025
Reduced 3.58%
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
1,211
shares
|
$75,069
0.0% of portfolio
|
Q1 2023
New holding
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
1,179
shares
|
$73,086
0.0% of portfolio
|
Q1 2025
Reduced 17.44%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,111
shares
|
$68,870
0.0% of portfolio
|
Q1 2025
Added 197.86%
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
1,040
shares
|
$64,469
0.01% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
919
shares
|
$56,968
0.0% of portfolio
|
Q1 2025
Added 2.91%
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
845
shares
|
$52,381
0.0% of portfolio
|
Q1 2025
Added 5.76%
|