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 58.8 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 |
|---|---|---|---|---|---|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
268
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 29.47%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
259
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 55.19%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
248
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 3.33%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
234
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 16.13%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
232
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
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%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
205
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 46.43%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
194
shares
|
$0
0.01% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
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 |
May 15, 2025 Q1 2025 |
167
shares
|
$0
0.0% of portfolio
|
Q4 2023
Added 3.73%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
165
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 15.38%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
156
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Natixis
Paris, I0 |
Jul 18, 2025 Q1 2025 |
146
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
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
|
May 02, 2025 Q1 2025 |
135
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
129
shares
|
$0
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
125
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 8.09%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
108
shares
|
$0
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
107
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 87.72%
|
|
|
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%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
91
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 12.35%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 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%
|