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Universal Logistics Holdings, Inc.

ULH
Exchange
Nasdaq
Industry
Trucking (No Local)
SEC CIK
0001308208

No open-market purchases or sales by Universal Logistics Holdings, Inc. insiders were filed in the last 90 days; 73 institutions reported holding it in 13F filings for Q2 2026, worth $109.3M in total; no superinvestor holds it.

13F holders, Q2 2021

Institutional positions in Universal Logistics Holdings, Inc. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
78
−3 vs. Q1 2021
Shares held
6.66M
−103.6K (−1.5%) vs. Q1 2021
Total value
$155.1M
−$22.7M (−12.8%) vs. Q1 2021
New holders
10
26 more added
Sold out
13
36 more reduced

Compare with Q1 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting ULH on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2021: 78 institutions
Q1 2021: 81 institutionsQ2 2021: 78 institutionsQ3 2021: 72 institutionsQ4 2021: 63 institutionsQ1 2022: 61 institutionsQ2 2022: 80 institutionsQ3 2022: 96 institutionsQ4 2022: 111 institutionsQ1 2023: 97 institutionsQ2 2023: 88 institutionsQ3 2023: 85 institutionsQ4 2023: 79 institutionsQ1 2024: 77 institutionsQ2 2024: 90 institutionsQ3 2024: 91 institutionsQ4 2024: 84 institutionsQ1 2025: 88 institutionsQ2 2025: 74 institutionsQ3 2025: 76 institutionsQ4 2025: 69 institutionsQ1 2026: 70 institutionsQ2 2026: 73 institutions
Value heldQ2 2021: $155.1M
Q1 2021: $177.8MQ2 2021: $155.1MQ3 2021: $129.0MQ4 2021: $124.7MQ1 2022: $130.4MQ2 2022: $174.6MQ3 2022: $202.2MQ4 2022: $210.2MQ1 2023: $190.7MQ2 2023: $193.5MQ3 2023: $169.6MQ4 2023: $188.1MQ1 2024: $251.2MQ2 2024: $278.2MQ3 2024: $296.9MQ4 2024: $331.8MQ1 2025: $193.3MQ2 2025: $196.2MQ3 2025: $178.1MQ4 2025: $112.3MQ1 2026: $154.0MQ2 2026: $109.3M
Institutions holding ULH and their total value by quarter
QuarterHoldersValue
Q2 202673$109.3M
Q1 202670$154.0M
Q4 202569$112.3M
Q3 202576$178.1M
Q2 202574$196.2M
Q1 202588$193.3M
Q4 202484$331.8M
Q3 202491$296.9M
Q2 202490$278.2M
Q1 202477$251.2M
Q4 202379$188.1M
Q3 202385$169.6M
Q2 202388$193.5M
Q1 202397$190.7M
Q4 2022111$210.2M
Q3 202296$202.2M
Q2 202280$174.6M
Q1 202261$130.4M
Q4 202163$124.7M
Q3 202172$129.0M
Q2 202178$155.1M
Q1 202181$177.8M

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding Universal Logistics Holdings, Inc.; share changes are against Q1 2021.

Institutions holding ULH in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Captrust Financial Advisors19$00.00%−67−77.9%Reduced
Cypress Capital Management LLC (WY)100$2.00K0.00%00.0%Unchanged
Citigroup Inc364$8.00K0.00%−145−28.5%Reduced
Advisor Group Holdings, Inc.341$8.00K0.00%+200+141.8%Added
BNP Paribas Arbitrage, SA370$8.62K0.00%−1,833−83.2%Reduced
Ameritas Investment Partners, Inc.475$11.0K0.00%00.0%Unchanged
Legal & General Group Plc682$16.0K0.00%−109−13.8%Reduced
Asset Dedication, LLC705$16.0K0.00%00.0%Unchanged
New York State Teachers Retirement System700$16.0K0.00%+700New
Harel Insurance Investments & Financial Services Ltd.1,135$26.0K0.00%+1,135New
Barclays PLC1,213$28.0K0.00%−9,779−89.0%Reduced
Royal Bank of Canada1,616$37.0K0.00%+29+1.8%Added
Federated Hermes, Inc.1,734$41.0K0.00%−1−0.1%Reduced
Lazard Asset Management LLC1,932$45.0K0.00%00.0%Unchanged
Barrow Hanley Mewhinney & Strauss LLC2,686$63.0K0.00%−972−26.6%Reduced
Acadian Asset Management LLC3,292$77.0K0.00%+1,429+76.7%Added
American International Group, Inc.4,291$100.0K0.00%−182−4.1%Reduced
Tower Research Capital LLC (TRC)5,270$123.0K0.00%+4,760+933.3%Added
Deutsche Bank AG5,427$126.0K0.00%−158−2.8%Reduced
New York State Common Retirement Fund8,362$195.0K0.00%+62+0.7%Added
Zacks Investment Management9,020$210.0K0.00%+9,020New
HRT Financial LP9,291$216.0K0.00%+9,291New
Rhumbline Advisers9,480$221.0K0.00%−1,145−10.8%Reduced
Brandywine Global Investment Management, LLC9,909$231.0K0.00%−1,271−11.4%Reduced
Norges Bank10,000$233.0K0.00%+10,000New
O'Shaughnessy Asset Management, LLC10,356$241.0K0.00%−1,495−12.6%Reduced
SEI Investments Co10,400$242.0K0.00%+1,700+19.5%Added
California State Teachers Retirement System10,712$250.0K0.00%−858−7.4%Reduced
JPMorgan Chase & Co11,370$265.0K0.00%−12,332−52.0%Reduced
Tudor Investment Corp Et Al12,078$281.0K0.01%+4,170+52.7%Added
State of Wisconsin Investment Board12,300$287.0K0.00%−500−3.9%Reduced
Los Angeles Capital Management LLC14,480$337.0K0.00%+30+0.2%Added
IndexIQ Advisors LLC15,377$358.0K0.01%−30−0.2%Reduced
Two Sigma Advisers, LP17,500$408.0K0.00%+3,600+25.9%Added
Jacobs Levy Equity Management, Inc17,838$416.0K0.00%+17,838New
Invesco Ltd.20,303$473.0K0.00%−993−4.7%Reduced
Ameriprise Financial Inc20,860$486.0K0.00%+2,400+13.0%Added
Panagora Asset Management Inc21,317$497.0K0.00%+4,413+26.1%Added
Exchange Traded Concepts, LLC21,996$513.0K0.02%+21,996New
D. E. Shaw & Co., Inc.23,405$545.0K0.00%+3,957+20.3%Added
Zebra Capital Management LLC24,184$563.0K0.66%−2,324−8.8%Reduced
Dean Capital Management24,609$573.0K0.53%+24,609New
STRS Ohio30,600$712.0K0.00%+1,700+5.9%Added
Two Sigma Investments, LP30,835$718.0K0.00%−1,460−4.5%Reduced
Bank of America Corp31,918$744.0K0.00%−21,043−39.7%Reduced
Martingale Asset Management L P32,020$747.0K0.01%−200−0.6%Reduced
Dean Investment Associates, LLC37,560$875.0K0.16%+37,560New
PCJ Investment Counsel Ltd.40,918$953.0K0.36%−5,376−11.6%Reduced
Globeflex Capital L P46,615$1.09M0.20%00.0%Unchanged
Cornercap Investment Counsel Inc47,564$1.11M0.12%+47,564New
Boston Partners48,545$1.13M0.00%−21,967−31.2%Reduced
Wells Fargo & Company50,363$1.17M0.00%+34,387+215.2%Added
Bank of Montreal49,997$1.22M0.00%+14,045+39.1%Added
Citadel Advisors LLC56,835$1.32M0.00%+3,066+5.7%Added
Nuveen Asset Management, LLC59,479$1.39M0.00%−2,209−3.6%Reduced
Charles Schwab Investment Management Inc62,553$1.46M0.00%+8,889+16.6%Added
Invenomic Capital Management LP63,947$1.49M0.66%+24,232+61.0%Added
Millennium Management LLC67,641$1.58M0.00%+12,110+21.8%Added
Renaissance Technologies LLC74,200$1.73M0.00%+39,700+115.1%Added
Arrowstreet Capital, Limited Partnership83,795$1.95M0.00%−37,466−30.9%Reduced
Assenagon Asset Management S.A.94,402$2.20M0.01%−20,017−17.5%Reduced
Northern Trust Corp96,170$2.24M0.00%−4,917−4.9%Reduced
Bridgeway Capital Management, LLC109,500$2.55M0.05%00.0%Unchanged
Morgan Stanley136,479$3.18M0.00%−91,335−40.1%Reduced
Deprince Race & Zollo Inc142,570$3.32M0.08%−3,921−2.7%Reduced
State Street Corp147,972$3.46M0.00%+14,320+10.7%Added
Geode Capital Management, LLC156,957$3.66M0.00%+7,247+4.8%Added
Bank of New York Mellon Corp189,075$4.41M0.00%−850.0%Reduced
Hotchkis & Wiley Capital Management LLC189,740$4.42M0.01%+27,500+17.0%Added
Russell Investments Group, Ltd.195,822$4.56M0.01%−167,365−46.1%Reduced
FMR LLC207,234$4.83M0.00%+141,134+213.5%Added
Channing Capital Management, LLC245,861$5.73M0.19%+12,026+5.1%Added
Vanguard Group Inc369,569$8.61M0.00%−24,710−6.3%Reduced
Royce & Associates LP381,491$8.89M0.06%−9,484−2.4%Reduced
Lafitte Capital Management LP433,800$10.1M6.20%+83,800+23.9%Added
Dimensional Fund Advisors LP687,253$16.0M0.01%−29,584−4.1%Reduced
LSV Asset Management695,474$16.2M0.03%−1,900−0.3%Reduced
BlackRock Inc.883,004$20.6M0.00%−10,251−1.1%Reduced
Putnam Investments LLC0$00.00%−121,400−100.0%Sold out
Dalton Greiner Hartman Maher & Co0$00.00%−45,577−100.0%Sold out
California Public Employees Retirement System0$00.00%−15,900−100.0%Sold out
Wedge Capital Management L L P0$00.00%−11,161−100.0%Sold out
DCM Advisors, LLC0$00.00%−10,300−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−9,184−100.0%Sold out
Goldman Sachs Group Inc0$00.00%−9,007−100.0%Sold out
Trexquant Investment LP0$00.00%−7,712−100.0%Sold out
Denali Advisors LLC0$00.00%−7,240−100.0%Sold out
Toth Financial Advisory Corp0$00.00%−6,600−100.0%Sold out
UBS Group AG0$00.00%−1,665−100.0%Sold out
Sowell Financial Services LLC0$00.00%−900−100.0%Sold out
Wealthcare Capital Management LLC0$00.00%−93−100.0%Sold out