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 6.72 Million shares, which have been reported (via 13F filing form) to have a value of $496 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lakewood Asset Management LLC
Naperville, IL |
Jan 14, 2025 Q4 2024 |
3,239
shares
|
$236,025
0.15% of portfolio
|
Q4 2024
Reduced 3.92%
|
|
|
Optas, LLC
|
Jan 24, 2025 Q4 2024 |
3,174
shares
|
$231,289
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Oct 23, 2024 Q3 2024 |
3,146
shares
|
$229,249
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
3,008
shares
|
$219,192
0.03% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Rk Asset Management, LLC
Grosse Pointe Farms, MI |
Jan 03, 2025 Q4 2024 |
3,002
shares
|
$218,755
0.17% of portfolio
|
Q4 2024
Reduced 7.15%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
2,932
shares
|
$213,654
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,898
shares
|
$211,177
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
2,800
shares
|
$204,036
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
2,690
shares
|
$196,020
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Motley Fool Asset Management LLC
Alexandria, VA |
Nov 14, 2024 Q3 2024 |
2,579
shares
|
$187,931
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Skylands Capital, LLC
|
Nov 01, 2024 Q3 2024 |
2,245
shares
|
$163,593
0.03% of portfolio
|
Q3 2024
Reduced 4.26%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
2,000
shares
|
$145,740
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legal & General Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
1,796
shares
|
$130,874
0.0% of portfolio
|
Q3 2024
Reduced 18.95%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,691
shares
|
$123,223
0.0% of portfolio
|
Q3 2024
Added 6.76%
|
|
|
Systematic Financial Management LP
Teaneck, NJ |
Nov 14, 2024 Q3 2024 |
1,642
shares
|
$119,652
0.0% of portfolio
|
Q3 2024
Reduced 12.61%
|
|
|
Third Avenue Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,456
shares
|
$106,098
0.02% of portfolio
|
Q3 2023
Reduced 3.45%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
1,432
shares
|
$104,349
0.0% of portfolio
|
Q3 2024
Added 6.07%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jan 21, 2025 Q4 2024 |
1,428
shares
|
$104,058
0.0% of portfolio
|
Q4 2024
Reduced 24.8%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,341
shares
|
$97,718
0.01% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
1,211
shares
|
$88,245
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
1,105
shares
|
$80,521
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
1,040
shares
|
$75,784
0.01% of portfolio
|
Q1 2024
Reduced 49.02%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
1,015
shares
|
$73,963
0.0% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
1,000
shares
|
$72,870
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
921
shares
|
$67,113
0.01% of portfolio
|
Q3 2024
New holding
|