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 |
|---|---|---|---|---|---|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
22
shares
|
$1,553
0.0% of portfolio
|
Q4 2024
Added 4.76%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
21
shares
|
$1,483
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
21
shares
|
$1,483
0.0% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
19
shares
|
$1,341
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
18
shares
|
$1,271
0.0% of portfolio
|
Q4 2023
Reduced 72.31%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
17
shares
|
$1,200
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
16
shares
|
$1,130
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
16
shares
|
$1,130
0.0% of portfolio
|
Q2 2024
Added 23.08%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
14
shares
|
$988
0.0% of portfolio
|
Q3 2022
Reduced 57.58%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
14
shares
|
$988
0.0% of portfolio
|
Q4 2024
Added 16.67%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
12
shares
|
$847
0.0% of portfolio
|
Q4 2024
Reduced 47.83%
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
10
shares
|
$706
0.0% of portfolio
|
Q4 2017
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
10
shares
|
$706
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
9
shares
|
$635
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
8
shares
|
$565
0.0% of portfolio
|
Q4 2022
Reduced 42.86%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
8
shares
|
$565
0.0% of portfolio
|
Q4 2024
Reduced 98.64%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
7
shares
|
$494
0.0% of portfolio
|
Q2 2024
Reduced 90.28%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
6
shares
|
$423
0.0% of portfolio
|
Q2 2024
Added 20.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
6
shares
|
$423
0.0% of portfolio
|
Q3 2024
Added 20.0%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
5
shares
|
$353
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
5
shares
|
$353
0.0% of portfolio
|
Q2 2024
Reduced 44.44%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
4
shares
|
$282
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
4
shares
|
$282
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
3
shares
|
$211
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
3
shares
|
$211
0.0% of portfolio
|
Q2 2024
Added 50.0%
|