Institutional Ownership Amerco (UHAL)
This table provides information about the institutional ownership of Amerco (UHAL). We have compiled data on the 214 institutions that hold shares in the stock, with a total of 7.62 Million shares, which have been reported (via 13F filing form) to have a value of $490 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Petrus Trust Company, Lta
Dallas, TX |
Feb 14, 2025 Q4 2024 |
6,837
shares
|
$440,644
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Feb 14, 2025 Q4 2024 |
6,671
shares
|
$429,945
0.03% of portfolio
|
Q4 2024
Reduced 50.17%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
6,591
shares
|
$424,789
0.0% of portfolio
|
Q4 2024
Reduced 39.84%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Feb 14, 2025 Q4 2024 |
6,408
shares
|
$412,995
0.0% of portfolio
|
Q4 2024
Added 6.41%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
6,384
shares
|
$411,448
0.12% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
6,300
shares
|
$406,035
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Oppenheimer & Close, LLC
|
Feb 11, 2025 Q4 2024 |
6,115
shares
|
$394,111
0.42% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jan 24, 2025 Q4 2024 |
6,000
shares
|
$386,700
0.12% of portfolio
|
Q4 2024
Added 20.0%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
5,685
shares
|
$366,398
0.02% of portfolio
|
Q4 2024
Reduced 2.92%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
5,438
shares
|
$350,479
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
5,381
shares
|
$346,805
0.0% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
5,340
shares
|
$344,163
0.08% of portfolio
|
Q3 2024
Added 5.43%
|
|
|
Clearbridge Investments, LLC
New York, NY |
Feb 12, 2025 Q4 2024 |
5,200
shares
|
$335,140
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
Feb 14, 2025 Q4 2024 |
4,851
shares
|
$312,646
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Farringdon Capital, Ltd.
London, X0 |
Feb 13, 2025 Q4 2024 |
4,823
shares
|
$310,842
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Feb 18, 2025 Q4 2024 |
4,611
shares
|
$297,178
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 30, 2025 Q4 2024 |
4,311
shares
|
$277,843
0.15% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
4,270
shares
|
$275,201
0.06% of portfolio
|
Q4 2024
Reduced 3.52%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
4,130
shares
|
$266,178
0.02% of portfolio
|
Q4 2024
Reduced 10.51%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
4,025
shares
|
$259,411
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Atom Investors LP
Austin, TX |
Feb 14, 2025 Q4 2024 |
3,869
shares
|
$249,357
0.04% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Feb 14, 2025 Q4 2024 |
3,867
shares
|
$249,228
0.04% of portfolio
|
Q4 2024
Reduced 6.95%
|
|
|
Inkwell Capital LLC
Miami, FL |
Feb 12, 2025 Q4 2024 |
3,540
shares
|
$228,153
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Feb 03, 2025 Q4 2024 |
3,383
shares
|
$218,034
0.07% of portfolio
|
Q4 2024
Added 7.53%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Jan 14, 2025 Q4 2024 |
3,239
shares
|
$208,753
0.15% of portfolio
|
Q4 2024
Reduced 3.92%
|