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 |
|---|---|---|---|---|---|
| Captrust Financial Advisors | 19 | $0 | 0.00% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 120 | $2.00K | 0.00% | +120 | New |
| Covestor Ltd | 205 | $4.00K | 0.01% | +205 | New |
| Advisor Group Holdings, Inc. | 343 | $7.00K | 0.00% | +1+0.3% | Added |
| Ameritas Investment Partners, Inc. | 475 | $9.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 705 | $13.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 748 | $14.0K | 0.00% | +66+9.7% | Added |
| Royal Bank of Canada | 2,192 | $41.0K | 0.00% | +1,448+194.6% | Added |
| BNP Paribas Arbitrage, SA | 2,800 | $52.8K | 0.00% | +1,043+59.4% | Added |
| Denali Advisors LLC | 3,400 | $64.0K | 0.02% | +3,400 | New |
| Citigroup Inc | 3,643 | $69.0K | 0.00% | +2,066+131.0% | Added |
| American International Group, Inc. | 4,070 | $77.0K | 0.00% | −122−2.9% | Reduced |
| California State Teachers Retirement System | 4,135 | $78.0K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 4,994 | $94.0K | 0.00% | +70+1.4% | 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 |
| New York State Common Retirement Fund | 5,764 | $109.0K | 0.00% | +15+0.3% | Added |
| Allspring Global Investments Holdings, LLC | 5,931 | $111.0K | 0.00% | +5,931 | New |
| Wells Fargo & Company | 6,037 | $114.0K | 0.00% | −12,505−67.4% | Reduced |
| Barclays PLC | 9,296 | $175.0K | 0.00% | +6,122+192.9% | Added |
| Summit Global Investments | 10,300 | $194.0K | 0.01% | +10,300 | New |
| 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 |
| Zebra Capital Management LLC | 14,935 | $282.0K | 0.45% | −4,397−22.7% | Reduced |
| Tower Research Capital LLC (TRC) | 15,544 | $293.0K | 0.01% | +2,315+17.5% | Added |
| IndexIQ Advisors LLC | 16,051 | $303.0K | 0.01% | −1,038−6.1% | Reduced |
| Cornerstone Investment Partners, LLC | 16,689 | $315.0K | 0.02% | +16,689 | New |
| Nuveen Asset Management, LLC | 19,622 | $342.0K | 0.00% | −23,690−54.7% | Reduced |
| Los Angeles Capital Management LLC | 18,660 | $352.0K | 0.00% | +3,910+26.5% | Added |
| Invesco Ltd. | 19,471 | $367.0K | 0.00% | −2,397−11.0% | Reduced |
| Goldman Sachs Group Inc | 28,459 | $537.0K | 0.00% | +4,674+19.7% | Added |
| STRS Ohio | 29,500 | $556.0K | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 30,654 | $578.0K | 0.00% | +1,586+5.5% | Added |
| Martingale Asset Management L P | 31,520 | $595.0K | 0.01% | −500−1.6% | Reduced |
| Stifel Financial Corp | 31,870 | $601.0K | 0.00% | +31,870 | New |
| Jacobs Levy Equity Management, Inc | 32,599 | $615.0K | 0.00% | +1,556+5.0% | Added |
| Ameriprise Financial Inc | 40,960 | $772.0K | 0.00% | +19,600+91.8% | Added |
| Millennium Management LLC | 43,574 | $822.0K | 0.00% | −19,790−31.2% | Reduced |
| Cornercap Investment Counsel Inc | 44,649 | $842.0K | 0.12% | −2,915−6.1% | Reduced |
| Bridgeway Capital Management, LLC | 45,600 | $860.0K | 0.02% | −63,900−58.4% | Reduced |
| Globeflex Capital L P | 46,615 | $879.0K | 0.18% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 48,956 | $923.0K | 0.00% | +11,098+29.3% | Added |
| Boston Partners | 51,944 | $980.0K | 0.00% | +17,094+49.1% | Added |
| Charles Schwab Investment Management Inc | 55,003 | $1.04M | 0.00% | −7,611−12.2% | Reduced |
| Two Sigma Advisers, LP | 55,100 | $1.04M | 0.00% | +18,500+50.5% | Added |
| Citadel Advisors LLC | 59,992 | $1.13M | 0.00% | −5,010−7.7% | Reduced |
| Renaissance Technologies LLC | 62,200 | $1.17M | 0.00% | −12,200−16.4% | Reduced |
| Invenomic Capital Management LP | 72,973 | $1.38M | 0.32% | +1,462+2.0% | Added |
| Northern Trust Corp | 85,078 | $1.60M | 0.00% | −3,239−3.7% | Reduced |
| Assenagon Asset Management S.A. | 99,011 | $1.87M | 0.01% | +99,011 | New |
| Morgan Stanley | 104,666 | $1.97M | 0.00% | −18,856−15.3% | Reduced |
| State Street Corp | 132,331 | $2.51M | 0.00% | +4,720+3.7% | Added |
| Geode Capital Management, LLC | 157,936 | $2.98M | 0.00% | +2,256+1.4% | Added |
| Russell Investments Group, Ltd. | 160,900 | $3.03M | 0.00% | +46,120+40.2% | Added |
| Bank of New York Mellon Corp | 168,692 | $3.18M | 0.00% | −21,164−11.1% | Reduced |
| Scopus Asset Management, L.P. | 234,862 | $4.43M | 0.13% | +133,862+132.5% | Added |
| Vanguard Group Inc | 325,738 | $6.14M | 0.00% | +36,805+12.7% | Added |
| Royce & Associates LP | 375,146 | $7.08M | 0.05% | −6,345−1.7% | Reduced |
| Lafitte Capital Management LP | 498,800 | $9.41M | 5.60% | +40,000+8.7% | Added |
| LSV Asset Management | 627,576 | $11.8M | 0.02% | −33,973−5.1% | Reduced |
| Dimensional Fund Advisors LP | 651,606 | $12.3M | 0.00% | −29,350−4.3% | Reduced |
| BlackRock Inc. | 837,417 | $15.8M | 0.00% | −2,059−0.2% | Reduced |
| FMR LLC | 1,122,660 | $21.2M | 0.00% | +355,499+46.3% | Added |
| 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 |