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 |
|---|---|---|---|---|---|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
71
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
65
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 182.61%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
57
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
56
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 24.44%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
55
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
45
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 39.19%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
44
shares
|
$0
0.0% of portfolio
|
Q2 2023
Added 62.96%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
42
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
39
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Saudi Central Bank
Riyadh, T0 |
May 15, 2025 Q1 2025 |
38
shares
|
$0
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
36
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
36
shares
|
$0
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
34
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 94.51%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
31
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
29
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 30.95%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
26
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
26
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 44.44%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
21
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 23.53%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
20
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 31.03%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
19
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 26.92%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
18
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
14
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
14
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
12
shares
|
$0
0.0% of portfolio
|
Q4 2023
Reduced 61.11%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
9
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|