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, Q4 2021
Institutional positions in Universal Logistics Holdings, Inc. as of Dec 31, 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
- 63
- −9 vs. Q3 2021
- Shares held
- 6.62M
- +190.6K (+3.0%) vs. Q3 2021
- Total value
- $124.7M
- −$4.24M (−3.3%) vs. Q3 2021
- New holders
- 8
- 28 more added
- Sold out
- 17
- 21 more reduced
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Universal Logistics Holdings, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 1,122,660 | $21.2M | 0.00% | +355,499+46.3% | Added |
| BlackRock Inc. | 837,417 | $15.8M | 0.00% | −2,059−0.2% | Reduced |
| Dimensional Fund Advisors LP | 651,606 | $12.3M | 0.00% | −29,350−4.3% | Reduced |
| LSV Asset Management | 627,576 | $11.8M | 0.02% | −33,973−5.1% | Reduced |
| Lafitte Capital Management LP | 498,800 | $9.41M | 5.60% | +40,000+8.7% | Added |
| Royce & Associates LP | 375,146 | $7.08M | 0.05% | −6,345−1.7% | Reduced |
| Vanguard Group Inc | 325,738 | $6.14M | 0.00% | +36,805+12.7% | Added |
| Scopus Asset Management, L.P. | 234,862 | $4.43M | 0.13% | +133,862+132.5% | Added |
| Bank of New York Mellon Corp | 168,692 | $3.18M | 0.00% | −21,164−11.1% | Reduced |
| Russell Investments Group, Ltd. | 160,900 | $3.03M | 0.00% | +46,120+40.2% | Added |
| Geode Capital Management, LLC | 157,936 | $2.98M | 0.00% | +2,256+1.4% | Added |
| State Street Corp | 132,331 | $2.51M | 0.00% | +4,720+3.7% | Added |
| Morgan Stanley | 104,666 | $1.97M | 0.00% | −18,856−15.3% | Reduced |
| Assenagon Asset Management S.A. | 99,011 | $1.87M | 0.01% | +99,011 | New |
| Northern Trust Corp | 85,078 | $1.60M | 0.00% | −3,239−3.7% | Reduced |
| Invenomic Capital Management LP | 72,973 | $1.38M | 0.32% | +1,462+2.0% | Added |
| Renaissance Technologies LLC | 62,200 | $1.17M | 0.00% | −12,200−16.4% | Reduced |
| Citadel Advisors LLC | 59,992 | $1.13M | 0.00% | −5,010−7.7% | Reduced |
| Two Sigma Advisers, LP | 55,100 | $1.04M | 0.00% | +18,500+50.5% | Added |
| Charles Schwab Investment Management Inc | 55,003 | $1.04M | 0.00% | −7,611−12.2% | Reduced |
| Boston Partners | 51,944 | $980.0K | 0.00% | +17,094+49.1% | Added |
| Two Sigma Investments, LP | 48,956 | $923.0K | 0.00% | +11,098+29.3% | Added |
| Globeflex Capital L P | 46,615 | $879.0K | 0.18% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 45,600 | $860.0K | 0.02% | −63,900−58.4% | Reduced |
| Cornercap Investment Counsel Inc | 44,649 | $842.0K | 0.12% | −2,915−6.1% | Reduced |
| Millennium Management LLC | 43,574 | $822.0K | 0.00% | −19,790−31.2% | Reduced |
| Ameriprise Financial Inc | 40,960 | $772.0K | 0.00% | +19,600+91.8% | Added |
| Jacobs Levy Equity Management, Inc | 32,599 | $615.0K | 0.00% | +1,556+5.0% | Added |
| Stifel Financial Corp | 31,870 | $601.0K | 0.00% | +31,870 | New |
| Martingale Asset Management L P | 31,520 | $595.0K | 0.01% | −500−1.6% | Reduced |
| D. E. Shaw & Co., Inc. | 30,654 | $578.0K | 0.00% | +1,586+5.5% | Added |
| STRS Ohio | 29,500 | $556.0K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 28,459 | $537.0K | 0.00% | +4,674+19.7% | Added |
| Invesco Ltd. | 19,471 | $367.0K | 0.00% | −2,397−11.0% | Reduced |
| Los Angeles Capital Management LLC | 18,660 | $352.0K | 0.00% | +3,910+26.5% | Added |
| Nuveen Asset Management, LLC | 19,622 | $342.0K | 0.00% | −23,690−54.7% | Reduced |
| Cornerstone Investment Partners, LLC | 16,689 | $315.0K | 0.02% | +16,689 | New |
| IndexIQ Advisors LLC | 16,051 | $303.0K | 0.01% | −1,038−6.1% | Reduced |
| Tower Research Capital LLC (TRC) | 15,544 | $293.0K | 0.01% | +2,315+17.5% | Added |
| Zebra Capital Management LLC | 14,935 | $282.0K | 0.45% | −4,397−22.7% | Reduced |
| Bank of America Corp | 12,291 | $231.0K | 0.00% | −10,907−47.0% | Reduced |
| JPMorgan Chase & Co | 12,286 | $231.0K | 0.00% | +5,868+91.4% | Added |
| Summit Global Investments | 10,300 | $194.0K | 0.01% | +10,300 | New |
| Barclays PLC | 9,296 | $175.0K | 0.00% | +6,122+192.9% | Added |
| Wells Fargo & Company | 6,037 | $114.0K | 0.00% | −12,505−67.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 5,931 | $111.0K | 0.00% | +5,931 | New |
| New York State Common Retirement Fund | 5,764 | $109.0K | 0.00% | +15+0.3% | Added |
| Deutsche Bank AG | 5,082 | $96.0K | 0.00% | +130+2.6% | Added |
| UBS Group AG | 5,103 | $96.0K | 0.00% | +3,640+248.8% | Added |
| Victory Capital Management Inc | 4,994 | $94.0K | 0.00% | +70+1.4% | Added |
| California State Teachers Retirement System | 4,135 | $78.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 4,070 | $77.0K | 0.00% | −122−2.9% | Reduced |
| Citigroup Inc | 3,643 | $69.0K | 0.00% | +2,066+131.0% | Added |
| Denali Advisors LLC | 3,400 | $64.0K | 0.02% | +3,400 | New |
| BNP Paribas Arbitrage, SA | 2,800 | $52.8K | 0.00% | +1,043+59.4% | Added |
| Royal Bank of Canada | 2,192 | $41.0K | 0.00% | +1,448+194.6% | Added |
| Legal & General Group Plc | 748 | $14.0K | 0.00% | +66+9.7% | Added |
| Asset Dedication, LLC | 705 | $13.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 475 | $9.00K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 343 | $7.00K | 0.00% | +1+0.3% | Added |
| Covestor Ltd | 205 | $4.00K | 0.01% | +205 | New |
| Confluence Wealth Services, Inc. | 120 | $2.00K | 0.00% | +120 | New |
| Captrust Financial Advisors | 19 | $0 | 0.00% | 00.0% | Unchanged |
| Hotchkis & Wiley Capital Management LLC | 0 | $0 | 0.00% | −174,390−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −47,538−100.0% | Sold out |
| Dean Investment Associates, LLC | 0 | $0 | 0.00% | −37,923−100.0% | Sold out |
| PCJ Investment Counsel Ltd. | 0 | $0 | 0.00% | −30,308−100.0% | Sold out |
| Dean Capital Management | 0 | $0 | 0.00% | −24,609−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −24,427−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −15,596−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −15,165−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −10,400−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −10,067−100.0% | Sold out |
| Norges Bank | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −7,094−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −2,948−100.0% | Sold out |
| Barrow Hanley Mewhinney & Strauss LLC | 0 | $0 | 0.00% | −2,686−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −1,521−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −1,178−100.0% | Sold out |
| New York State Teachers Retirement System | 0 | $0 | 0.00% | −600−100.0% | Sold out |