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 |
|---|---|---|---|---|---|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
48
shares
|
$2,975
0.0% of portfolio
|
Q1 2025
Added 4700.0%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
43
shares
|
$2,665
0.0% of portfolio
|
Q1 2025
Added 95.45%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
41
shares
|
$2,541
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
40
shares
|
$2,479
0.0% of portfolio
|
Q1 2025
Added 21.21%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
33
shares
|
$2,045
0.01% of portfolio
|
Q4 2017
Reduced 96.0%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
33
shares
|
$2,045
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
30
shares
|
$1,859
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
23
shares
|
$1,425
0.0% of portfolio
|
Q1 2024
Reduced 4.17%
|
|
|
Riverview Trust CO
|
Apr 10, 2025 Q1 2025 |
23
shares
|
$1,425
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
21
shares
|
$1,301
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
21
shares
|
$1,301
0.0% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
19
shares
|
$1,177
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
19
shares
|
$1,177
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
18
shares
|
$1,115
0.0% of portfolio
|
Q1 2025
Added 500.0%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
17
shares
|
$1,053
0.0% of portfolio
|
Q1 2025
Reduced 51.43%
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
16
shares
|
$991
0.0% of portfolio
|
Q1 2025
Added 6.67%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
16
shares
|
$991
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
15
shares
|
$929
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
14
shares
|
$867
0.0% of portfolio
|
Q3 2022
Reduced 57.58%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
12
shares
|
$743
0.0% of portfolio
|
Q1 2025
Reduced 14.29%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
12
shares
|
$743
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
10
shares
|
$619
0.0% of portfolio
|
Q4 2017
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
10
shares
|
$619
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
9
shares
|
$557
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
8
shares
|
$495
0.0% of portfolio
|
Q4 2024
Reduced 98.64%
|