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 353 institutions that hold shares in the stock, with a total of 60.9 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 |
|---|---|---|---|---|---|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 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
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
137
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 22.16%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 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
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
120
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 51.61%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
108
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 13.6%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
106
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 42.08%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
100
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
98
shares
|
$0
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
90
shares
|
$0
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
73
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 21.51%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
71
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
71
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
71
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 69.05%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
70
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 66.35%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
67
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
67
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
63
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
61
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 7.02%
|
|
|
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 |
Oct 22, 2025 Q3 2025 |
44
shares
|
$0
0.0% of portfolio
|
Q2 2023
Added 62.96%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
36
shares
|
$0
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
36
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 7.69%
|
|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
33
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|