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 |
|---|---|---|---|---|---|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
54
shares
|
$3,107
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
53
shares
|
$3,050
0.0% of portfolio
|
Q3 2023
Reduced 3.64%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
53
shares
|
$3,050
0.0% of portfolio
|
Q2 2025
Added 1666.67%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
51
shares
|
$2,935
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
51
shares
|
$2,935
0.0% of portfolio
|
Q2 2025
Added 18.6%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
50
shares
|
$2,877
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
47
shares
|
$2,704
0.0% of portfolio
|
Q2 2025
Added 17.5%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
46
shares
|
$2,647
0.0% of portfolio
|
Q2 2025
Added 666.67%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
41
shares
|
$2,359
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
33
shares
|
$1,899
0.01% of portfolio
|
Q4 2017
Reduced 96.0%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
32
shares
|
$1,841
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
30
shares
|
$1,726
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
28
shares
|
$1,611
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
23
shares
|
$1,323
0.0% of portfolio
|
Q1 2024
Reduced 4.17%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
21
shares
|
$1,208
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
21
shares
|
$1,208
0.0% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
19
shares
|
$1,093
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
19
shares
|
$1,093
0.0% of portfolio
|
Q2 2025
Added 137.5%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
18
shares
|
$1,035
0.0% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
17
shares
|
$978
0.0% of portfolio
|
Q1 2025
Reduced 51.43%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
16
shares
|
$920
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
15
shares
|
$863
0.0% of portfolio
|
Q2 2025
Added 87.5%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
15
shares
|
$863
0.0% of portfolio
|
Q2 2025
Reduced 6.25%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
15
shares
|
$863
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
14
shares
|
$805
0.0% of portfolio
|
Q3 2022
Reduced 57.58%
|