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 |
|---|---|---|---|---|---|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
8
shares
|
$412
0.0% of portfolio
|
Q4 2022
Reduced 42.86%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
7
shares
|
$360
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
6
shares
|
$309
0.0% of portfolio
|
Q3 2025
Reduced 60.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
6
shares
|
$309
0.0% of portfolio
|
Q2 2024
Added 20.0%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
6
shares
|
$309
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
6
shares
|
$309
0.0% of portfolio
|
Q2 2025
Added 20.0%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
5
shares
|
$257
0.0% of portfolio
|
Q2 2024
Reduced 44.44%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
5
shares
|
$257
0.0% of portfolio
|
Q2 2025
Added 400.0%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Oct 09, 2025 Q3 2025 |
3
shares
|
$154
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
3
shares
|
$154
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
3
shares
|
$154
0.0% of portfolio
|
Q3 2025
Reduced 94.12%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
2
shares
|
$103
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
2
shares
|
$103
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
2
shares
|
$103
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
2
shares
|
$103
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
2
shares
|
$103
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
1
shares
|
$51
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
1
shares
|
$51
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
1
shares
|
$51
0.0% of portfolio
|
Q2 2023
Reduced 66.67%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
1
shares
|
$51
0.0% of portfolio
|
Q1 2025
Reduced 91.67%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
1
shares
|
$51
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|