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, Q3 2021
Institutional positions in Universal Logistics Holdings, Inc. as of Sep 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
- 72
- −6 vs. Q2 2021
- Shares held
- 6.42M
- −230.4K (−3.5%) vs. Q2 2021
- Total value
- $129.0M
- −$26.1M (−16.8%) vs. Q2 2021
- New holders
- 5
- 25 more added
- Sold out
- 11
- 29 more reduced
Compare with Q2 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 73 | $109.3M |
| Q1 2026 | 70 | $154.0M |
| Q4 2025 | 69 | $112.3M |
| Q3 2025 | 76 | $178.1M |
| Q2 2025 | 74 | $196.2M |
| Q1 2025 | 88 | $193.3M |
| Q4 2024 | 84 | $331.8M |
| Q3 2024 | 91 | $296.9M |
| Q2 2024 | 90 | $278.2M |
| Q1 2024 | 77 | $251.2M |
| Q4 2023 | 79 | $188.1M |
| Q3 2023 | 85 | $169.6M |
| Q2 2023 | 88 | $193.5M |
| Q1 2023 | 97 | $190.7M |
| Q4 2022 | 111 | $210.2M |
| Q3 2022 | 96 | $202.2M |
| Q2 2022 | 80 | $174.6M |
| Q1 2022 | 61 | $130.4M |
| Q4 2021 | 63 | $124.7M |
| Q3 2021 | 72 | $129.0M |
| Q2 2021 | 78 | $155.1M |
| Q1 2021 | 81 | $177.8M |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Universal Logistics Holdings, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Captrust Financial Advisors | 19 | $0 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 342 | $7.00K | 0.00% | +1+0.3% | Added |
| Ameritas Investment Partners, Inc. | 475 | $10.0K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 600 | $12.0K | 0.00% | −100−14.3% | Reduced |
| Legal & General Group Plc | 682 | $14.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 705 | $14.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 744 | $15.0K | 0.00% | −872−54.0% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,178 | $24.0K | 0.00% | +43+3.8% | Added |
| UBS Group AG | 1,463 | $29.0K | 0.00% | +1,463 | New |
| Federated Hermes, Inc. | 1,521 | $31.0K | 0.00% | −213−12.3% | Reduced |
| Citigroup Inc | 1,577 | $32.0K | 0.00% | +1,213+333.2% | Added |
| BNP Paribas Arbitrage, SA | 1,757 | $35.3K | 0.00% | +1,387+374.9% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 2,686 | $54.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 2,948 | $59.0K | 0.00% | +1,016+52.6% | Added |
| Barclays PLC | 3,174 | $64.0K | 0.00% | +1,961+161.7% | Added |
| California State Teachers Retirement System | 4,135 | $83.0K | 0.00% | −6,577−61.4% | Reduced |
| American International Group, Inc. | 4,192 | $84.0K | 0.00% | −99−2.3% | Reduced |
| Deutsche Bank AG | 4,952 | $99.0K | 0.00% | −475−8.8% | Reduced |
| Victory Capital Management Inc | 4,924 | $99.0K | 0.00% | +4,924 | New |
| New York State Common Retirement Fund | 5,749 | $115.0K | 0.00% | −2,613−31.2% | Reduced |
| JPMorgan Chase & Co | 6,418 | $129.0K | 0.00% | −4,952−43.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 7,094 | $142.0K | 0.00% | −3,262−31.5% | Reduced |
| Norges Bank | 10,000 | $201.0K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 10,067 | $202.0K | 0.00% | +776+8.4% | Added |
| SEI Investments Co | 10,400 | $209.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 13,229 | $265.0K | 0.01% | +7,959+151.0% | Added |
| Los Angeles Capital Management LLC | 14,750 | $296.0K | 0.00% | +270+1.9% | Added |
| Panagora Asset Management Inc | 15,165 | $305.0K | 0.00% | −6,152−28.9% | Reduced |
| Jane Street Group, LLC | 15,596 | $313.0K | 0.00% | +15,596 | New |
| IndexIQ Advisors LLC | 17,089 | $343.0K | 0.01% | +1,712+11.1% | Added |
| Wells Fargo & Company | 18,542 | $373.0K | 0.00% | −31,821−63.2% | Reduced |
| Zebra Capital Management LLC | 19,332 | $388.0K | 0.47% | −4,852−20.1% | Reduced |
| Ameriprise Financial Inc | 21,360 | $429.0K | 0.00% | +500+2.4% | Added |
| Invesco Ltd. | 21,868 | $439.0K | 0.00% | +1,565+7.7% | Added |
| Bank of America Corp | 23,198 | $466.0K | 0.00% | −8,720−27.3% | Reduced |
| Goldman Sachs Group Inc | 23,785 | $478.0K | 0.00% | +23,785 | New |
| Exchange Traded Concepts, LLC | 24,427 | $490.0K | 0.01% | +2,431+11.1% | Added |
| Dean Capital Management | 24,609 | $494.0K | 0.46% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 29,068 | $584.0K | 0.00% | +5,663+24.2% | Added |
| STRS Ohio | 29,500 | $592.0K | 0.00% | −1,100−3.6% | Reduced |
| PCJ Investment Counsel Ltd. | 30,308 | $609.0K | 0.22% | −10,610−25.9% | Reduced |
| Jacobs Levy Equity Management, Inc | 31,043 | $623.0K | 0.00% | +13,205+74.0% | Added |
| Martingale Asset Management L P | 32,020 | $643.0K | 0.01% | 00.0% | Unchanged |
| Boston Partners | 34,850 | $700.0K | 0.00% | −13,695−28.2% | Reduced |
| Two Sigma Advisers, LP | 36,600 | $735.0K | 0.00% | +19,100+109.1% | Added |
| Two Sigma Investments, LP | 37,858 | $760.0K | 0.00% | +7,023+22.8% | Added |
| Dean Investment Associates, LLC | 37,923 | $761.0K | 0.14% | +363+1.0% | Added |
| Nuveen Asset Management, LLC | 43,312 | $847.0K | 0.00% | −16,167−27.2% | Reduced |
| Globeflex Capital L P | 46,615 | $936.0K | 0.20% | 00.0% | Unchanged |
| Bank of Montreal | 47,538 | $946.0K | 0.00% | −2,459−4.9% | Reduced |
| Cornercap Investment Counsel Inc | 47,564 | $955.0K | 0.11% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 62,614 | $1.26M | 0.00% | +61+0.1% | Added |
| Millennium Management LLC | 63,364 | $1.27M | 0.00% | −4,277−6.3% | Reduced |
| Citadel Advisors LLC | 65,002 | $1.31M | 0.00% | +8,167+14.4% | Added |
| Invenomic Capital Management LP | 71,511 | $1.44M | 0.51% | +7,564+11.8% | Added |
| Renaissance Technologies LLC | 74,400 | $1.49M | 0.00% | +200+0.3% | Added |
| Northern Trust Corp | 88,317 | $1.77M | 0.00% | −7,853−8.2% | Reduced |
| Scopus Asset Management, L.P. | 101,000 | $2.03M | 0.05% | +101,000 | New |
| Bridgeway Capital Management, LLC | 109,500 | $2.20M | 0.04% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 114,780 | $2.30M | 0.00% | −81,042−41.4% | Reduced |
| Morgan Stanley | 123,522 | $2.48M | 0.00% | −12,957−9.5% | Reduced |
| State Street Corp | 127,611 | $2.58M | 0.00% | −20,361−13.8% | Reduced |
| Geode Capital Management, LLC | 155,680 | $3.13M | 0.00% | −1,277−0.8% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 174,390 | $3.50M | 0.01% | −15,350−8.1% | Reduced |
| Bank of New York Mellon Corp | 189,856 | $3.81M | 0.00% | +781+0.4% | Added |
| Vanguard Group Inc | 288,933 | $5.80M | 0.00% | −80,636−21.8% | Reduced |
| Royce & Associates LP | 381,491 | $7.66M | 0.06% | 00.0% | Unchanged |
| Lafitte Capital Management LP | 458,800 | $9.21M | 5.39% | +25,000+5.8% | Added |
| LSV Asset Management | 661,549 | $13.3M | 0.02% | −33,925−4.9% | Reduced |
| Dimensional Fund Advisors LP | 680,956 | $13.7M | 0.00% | −6,297−0.9% | Reduced |
| FMR LLC | 767,161 | $15.4M | 0.00% | +559,927+270.2% | Added |
| BlackRock Inc. | 839,476 | $16.9M | 0.00% | −43,528−4.9% | Reduced |
| Channing Capital Management, LLC | 0 | $0 | 0.00% | −245,861−100.0% | Sold out |
| Deprince Race & Zollo Inc | 0 | $0 | 0.00% | −142,570−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −94,402−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −83,795−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −12,300−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −12,078−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −9,909−100.0% | Sold out |
| Rhumbline Advisers | 0 | $0 | 0.00% | −9,480−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −9,020−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −3,292−100.0% | Sold out |
| Cypress Capital Management LLC (WY) | 0 | $0 | 0.00% | −100−100.0% | Sold out |