Institutional Ownership Amerco Com Ser N (UHALB)
This table provides information about the institutional ownership of Amerco Com Ser N (UHALB). We have compiled data on the 339 institutions that hold shares in the stock, with a total of 60.1 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
297
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 76.11%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
288
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 12.73%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
276
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 67.27%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
248
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 3.33%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
243
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 9.33%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
234
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
234
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 16.13%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
231
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 40.77%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
220
shares
|
$0
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
208
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 92.59%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
193
shares
|
$0
0.01% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
183
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 10.73%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
181
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 56.03%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
176
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 5.39%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
156
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
144
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
135
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
135
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
129
shares
|
$0
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
125
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 15.74%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
98
shares
|
$0
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
96
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 15.79%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
93
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 25.6%
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
90
shares
|
$0
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
84
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 71.43%
|