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 6.85 Million shares, which have been reported (via 13F filing form) to have a value of $415 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
8
shares
|
$492
0.0% of portfolio
|
Q4 2022
Reduced 42.86%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
8
shares
|
$492
0.0% of portfolio
|
Q4 2024
Reduced 98.64%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
8
shares
|
$492
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
6
shares
|
$369
0.0% of portfolio
|
Q3 2024
Added 20.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
6
shares
|
$369
0.0% of portfolio
|
Q2 2024
Added 20.0%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
5
shares
|
$308
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
5
shares
|
$308
0.0% of portfolio
|
Q2 2025
Added 25.0%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
5
shares
|
$308
0.0% of portfolio
|
Q2 2024
Reduced 44.44%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
4
shares
|
$246
0.0% of portfolio
|
Q1 2025
Added 300.0%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Apr 14, 2025 Q1 2025 |
3
shares
|
$184
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
3
shares
|
$184
0.0% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
3
shares
|
$184
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
3
shares
|
$184
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
1
shares
|
$61
0.0% of portfolio
|
Q2 2023
Reduced 66.67%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
1
shares
|
$61
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
1
shares
|
$61
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
1
shares
|
$61
0.0% of portfolio
|
Q1 2025
Reduced 91.67%
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
1
shares
|
$61
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
1
shares
|
$61
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
May 16, 2025 Q1 2025 |
1
shares
|
$61
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
May 12, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|