Institutional Ownership Amerco (UHAL)
This table provides information about the institutional ownership of Amerco (UHAL). We have compiled data on the 215 institutions that hold shares in the stock, with a total of 6.73 Million shares, which have been reported (via 13F filing form) to have a value of $475 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
178
shares
|
$12,572
0.0% of portfolio
|
Q4 2024
Added 72.82%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
176
shares
|
$12,430
0.0% of portfolio
|
Q4 2024
Added 23.94%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
167
shares
|
$11,795
0.0% of portfolio
|
Q4 2024
Added 67.0%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
141
shares
|
$9,958
0.0% of portfolio
|
Q3 2024
Added 16.53%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
123
shares
|
$8,687
0.0% of portfolio
|
Q3 2024
Added 46.43%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
104
shares
|
$7,345
0.0% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Amundi
Paris, I0 |
Feb 07, 2025 Q4 2024 |
101
shares
|
$7,133
0.0% of portfolio
|
Q3 2024
Added 1583.33%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
100
shares
|
$7,063
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 15, 2024 Q3 2024 |
96
shares
|
$6,780
0.0% of portfolio
|
Q1 2024
Reduced 72.41%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
95
shares
|
$6,709
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
91
shares
|
$6,427
0.0% of portfolio
|
Q4 2024
Added 237.04%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
90
shares
|
$6,356
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
80
shares
|
$5,650
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
77
shares
|
$5,438
0.0% of portfolio
|
Q4 2023
Added 40.0%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
54
shares
|
$3,814
0.0% of portfolio
|
Q3 2024
Added 1250.0%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
53
shares
|
$3,743
0.0% of portfolio
|
Q3 2023
Reduced 3.64%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
51
shares
|
$3,602
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
47
shares
|
$3,319
0.0% of portfolio
|
Q4 2024
Added 176.47%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
43
shares
|
$3,037
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
41
shares
|
$2,895
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
33
shares
|
$2,330
0.01% of portfolio
|
Q4 2017
Reduced 96.0%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
33
shares
|
$2,330
0.0% of portfolio
|
Q4 2024
Added 57.14%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
30
shares
|
$2,118
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Riverview Trust CO
|
Feb 05, 2025 Q4 2024 |
23
shares
|
$1,624
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
23
shares
|
$1,624
0.0% of portfolio
|
Q1 2024
Reduced 4.17%
|