Who Owns Amerco (UHAL)? -- Institutional Holders (2026-06-30)
72 institutions reported holding $39.8M of Amerco (UHAL) in SEC 13F filings for 2026-06-30. Largest institutional holders: SCHARF INVESTMENTS, LLC ($27.0M), ENVESTNET ASSET MANAGEMENT INC ($4.8M), CITIGROUP INC ($1.6M), MCDONALD PARTNERS LLC ($934,156), NEW YORK STATE COMMON RETIREMENT FUND ($743,791). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | SCHARF INVESTMENTS, LLC | $27.0M | 412,078 | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $4.8M | 73,120 | Trimmed |
| 3 | CITIGROUP INC | $1.6M | 24,227 | Trimmed |
| 4 | MCDONALD PARTNERS LLC | $934,156 | 14,275 | Trimmed |
| 5 | NEW YORK STATE COMMON RETIREMENT FUND | $743,791 | 11,366 | Hold |
| 6 | Diversified Investment Strategies, LLC | $525,876 | 8,036 | Hold |
| 7 | MGO ONE SEVEN LLC | $486,155 | 7,429 | Trimmed |
| 8 | Carnegie Lake Advisors LLC | $485,565 | 7,420 | Trimmed |
| 9 | Ethic Inc. | $401,540 | 6,136 | Trimmed |
| 10 | Mraz, Amerine & Associates, Inc. | $267,322 | 4,085 | New |
| 11 | Net Worth Advisory Group | $266,061 | 4,066 | Trimmed |
| 12 | Chicago Partners Investment Group LLC | $250,105 | 3,479 | New |
| 13 | HUB Investment Partners, LLC | $247,560 | 3,783 | New |
| 14 | Optas, LLC | $243,567 | 3,722 | New |
| 15 | Police & Firemen's Retirement System of New Jersey | $236,435 | 3,613 | Hold |
| 16 | Quadcap Wealth Management, LLC | $234,537 | 3,584 | New |
| 17 | Baker Ellis Asset Management LLC | $226,422 | 3,460 | New |
| 18 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $223,265 | 3,315 | New |
| 19 | Skylands Capital, LLC | $133,825 | 2,045 | Hold |
| 20 | Daiwa Securities Group Inc. | $101,301 | 1,548 | New |
| 21 | Institute for Wealth Management, LLC. | $89,523 | 1,368 | New |
| 22 | CX Institutional | $56,000 | 863 | New |
| 23 | GAMMA Investing LLC | $47,051 | 719 | Added |
| 24 | Farther Finance Advisors, LLC | $46,505 | 708 | Added |
| 25 | NBC SECURITIES, INC. | $29,971 | 458 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30