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 |
|---|---|---|---|---|---|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
51
shares
|
$2,628
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
50
shares
|
$2,576
0.0% of portfolio
|
Q3 2025
Added 78.57%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
41
shares
|
$2,112
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
39
shares
|
$2,009
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
38
shares
|
$1,958
0.0% of portfolio
|
Q3 2025
Reduced 19.15%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
36
shares
|
$1,855
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
36
shares
|
$1,855
0.0% of portfolio
|
Q3 2025
Reduced 87.71%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
33
shares
|
$1,700
0.01% of portfolio
|
Q4 2017
Reduced 96.0%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
30
shares
|
$1,545
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
26
shares
|
$1,339
0.0% of portfolio
|
Q3 2025
Reduced 50.94%
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
25
shares
|
$1,288
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
23
shares
|
$1,185
0.0% of portfolio
|
Q1 2024
Reduced 4.17%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
21
shares
|
$1,082
0.0% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
19
shares
|
$979
0.0% of portfolio
|
Q3 2025
Added 5.56%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
19
shares
|
$979
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
17
shares
|
$876
0.0% of portfolio
|
Q1 2025
Reduced 51.43%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
16
shares
|
$824
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
15
shares
|
$772
0.0% of portfolio
|
Q3 2025
Reduced 21.05%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
14
shares
|
$721
0.0% of portfolio
|
Q3 2025
Reduced 6.67%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
14
shares
|
$721
0.0% of portfolio
|
Q3 2022
Reduced 57.58%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
11
shares
|
$566
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
10
shares
|
$515
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
10
shares
|
$515
0.0% of portfolio
|
Q4 2017
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
9
shares
|
$463
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
8
shares
|
$412
0.0% of portfolio
|
Q2 2025
New holding
|
|