Institutional Ownership Amerco (UHAL)
This table provides information about the institutional ownership of Amerco (UHAL). We have compiled data on the 229 institutions that hold shares in the stock, with a total of 7 Million shares, which have been reported (via 13F filing form) to have a value of $361 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
298
shares
|
$15,355
0.0% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
294
shares
|
$15,149
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Nov 13, 2025 Q3 2025 |
266
shares
|
$13,706
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
222
shares
|
$11,439
0.0% of portfolio
|
Q3 2025
Added 113.46%
|
|
|
Strs Ohio
|
Oct 30, 2025 Q3 2025 |
184
shares
|
$9,481
0.0% of portfolio
|
Q3 2025
Reduced 99.39%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
169
shares
|
$8,708
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
161
shares
|
$8,296
0.0% of portfolio
|
Q3 2025
Reduced 56.49%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
158
shares
|
$8,141
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
149
shares
|
$7,677
0.0% of portfolio
|
Q3 2025
Added 26.27%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
141
shares
|
$7,265
0.0% of portfolio
|
Q3 2024
Added 16.53%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
117
shares
|
$6,029
0.0% of portfolio
|
Q3 2025
Added 7.34%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
116
shares
|
$5,977
0.0% of portfolio
|
Q4 2024
Reduced 81.56%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
108
shares
|
$5,565
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
104
shares
|
$5,359
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
100
shares
|
$5,153
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
98
shares
|
$5,049
0.0% of portfolio
|
Q3 2025
Added 1533.33%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
95
shares
|
$4,895
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
90
shares
|
$4,637
0.0% of portfolio
|
Q2 2025
Reduced 8.16%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
88
shares
|
$4,534
0.0% of portfolio
|
Q3 2025
Reduced 15.38%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
80
shares
|
$4,122
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
69
shares
|
$3,555
0.0% of portfolio
|
Q1 2025
Reduced 24.18%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
57
shares
|
$2,937
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
54
shares
|
$2,782
0.0% of portfolio
|
Q3 2025
Reduced 70.33%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
53
shares
|
$2,731
0.0% of portfolio
|
Q3 2023
Reduced 3.64%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
51
shares
|
$2,628
0.0% of portfolio
|
Q3 2025
Added 10.87%
|
|