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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, Q4 2022

Institutional positions in Universal Logistics Holdings, Inc. as of Dec 31, 2022. 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
111
+15 vs. Q3 2022
Shares held
6.29M
−82.3K (−1.3%) vs. Q3 2022
Total value
$210.2M
+$8.06M (+4.0%) vs. Q3 2022
New holders
25
32 more added
Sold out
10
34 more reduced

Compare with Q3 2022: 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 holdersQ4 2022: 111 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 heldQ4 2022: $210.2M
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, Q4 2022

Shares, value and share of portfolio for each institution holding Universal Logistics Holdings, Inc.; share changes are against Q3 2022.

Institutions holding ULH in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Nisa Investment Advisors, LLC10$00.00%+10New
Rockefeller Capital Management L.P.24$00.00%+24New
Signaturefd, LLC5$1670.00%+5New
GWM Advisors LLC5,361$1790.00%+5,361New
Baker Avenue Asset Management, LP7$2340.00%+7New
Advisory Services Network, LLC16$5350.00%+16New
Accurate Wealth Management, LLC25$8700.00%+25New
EverSource Wealth Advisors, LLC27$9030.00%00.0%Unchanged
Capital Advisors, Ltd. LLC16$1.00K0.00%00.0%Unchanged
Huntington National Bank32$1.07K0.00%+12+60.0%Added
Quadrant Capital Group LLC40$1.34K0.00%00.0%Unchanged
Truvestments Capital LLC59$1.97K0.00%+59New
Raleigh Capital Management Inc.73$2.44K0.00%+36+97.3%Added
US Bancorp92$3.08K0.00%00.0%Unchanged
Covestor Ltd150$5.00K0.00%−108−41.9%Reduced
Hanseatic Management Services Inc218$7.00K0.02%00.0%Unchanged
TCI Wealth Advisors, Inc.223$7.46K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)438$14.0K0.00%−67−13.3%Reduced
Metropolitan Life Insurance Co451$15.1K0.00%00.0%Unchanged
Great West Life Assurance Co477$16.0K0.00%+477New
Ameritas Investment Partners, Inc.475$16.9K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.518$18.0K0.00%+123+31.1%Added
New York State Teachers Retirement System600$20.0K0.00%00.0%Unchanged
Harel Insurance Investments & Financial Services Ltd.679$23.0K0.00%+679New
Asset Dedication, LLC705$24.0K0.00%00.0%Unchanged
Financial Management Professionals, Inc.779$26.0K0.01%+779New
Point72 Middle East FZE911$30.5K0.00%+911New
Amalgamated Bank1,113$37.0K0.00%00.0%Unchanged
Royal Bank of Canada1,314$44.0K0.00%+727+123.9%Added
Barclays PLC1,929$64.5K0.00%+1,624+532.5%Added
Allspring Global Investments Holdings, LLC1,932$64.6K0.00%−43−2.2%Reduced
One Wealth Advisors, LLC2,422$81.0K0.02%+2,422New
Lazard Asset Management LLC2,616$87.0K0.00%+93+3.7%Added
Legal & General Group Plc2,716$90.8K0.00%+1,979+268.5%Added
Citigroup Inc2,993$100.1K0.00%−133−4.3%Reduced
Deutsche Bank AG3,354$112.2K0.00%+48+1.5%Added
BNP Paribas Arbitrage, SA3,354$112.2K0.00%−4,569−57.7%Reduced
Vestcor Inc3,371$113.0K0.00%+3,371New
American International Group, Inc.3,399$113.7K0.00%−12−0.4%Reduced
State of Wyoming3,474$116.2K0.04%+3,474New
MetLife Investment Management3,886$129.9K0.00%00.0%Unchanged
Credit Suisse AG5,781$193.3K0.00%+5,742+14,723.1%Added
Wells Fargo & Company6,734$225.2K0.00%+4,814+250.7%Added
UBS Asset Management Americas Inc6,769$226.4K0.00%+6,769New
Bailard, Inc.7,000$234.1K0.01%00.0%Unchanged
State of Wisconsin Investment Board7,583$253.6K0.00%−6,825−47.4%Reduced
UBS Group AG7,846$262.4K0.00%+555+7.6%Added
Harvest Investment Services, LLC8,028$268.5K0.29%+8,028New
Bank of America Corp8,599$287.6K0.00%+2,131+32.9%Added
Susquehanna Fundamental Investments, LLC8,960$299.6K0.01%00.0%Unchanged
Csenge Advisory Group9,389$314.0K0.02%+9,389New
Teacher Retirement System of Texas9,632$322.0K0.00%+9,632New
California State Teachers Retirement System9,707$324.6K0.00%+6,871+242.3%Added
Rhumbline Advisers9,758$326.0K0.00%−22−0.2%Reduced
Citadel Advisors LLC9,883$330.5K0.00%−6,579−40.0%Reduced
Brandywine Global Investment Management, LLC9,909$331.4K0.00%00.0%Unchanged
Ritholtz Wealth Management10,759$359.8K0.02%+971+9.9%Added
Jump Financial, LLC10,887$364.1K0.02%−1,854−14.6%Reduced
JPMorgan Chase & Co11,023$369.0K0.00%+5,641+104.8%Added
Renaissance Technologies LLC12,000$401.0K0.00%−33,400−73.6%Reduced
Cornerstone Investment Partners, LLC12,576$420.5K0.03%−4,125−24.7%Reduced
Victory Capital Management Inc12,854$429.8K0.00%+12,854New
Seizert Capital Partners, LLC13,243$442.8K0.02%+13,243New
Ellsworth Advisors, LLC12,694$445.7K0.17%−61−0.5%Reduced
Acadian Asset Management LLC13,658$455.0K0.00%+5,981+77.9%Added
Gsa Capital Partners LLP13,752$460.0K0.06%+13,752New
Cambridge Investment Research Advisors, Inc.14,418$482.0K0.00%+4,766+49.4%Added
STRS Ohio15,400$514.0K0.00%−3,100−16.8%Reduced
AQR Capital Management LLC15,568$520.6K0.00%+8,333+115.2%Added
New York State Common Retirement Fund15,663$523.8K0.00%+2,705+20.9%Added
Los Angeles Capital Management LLC17,060$570.5K0.00%00.0%Unchanged
Swiss National Bank19,000$635.4K0.00%+19,000New
Healthcare of Ontario Pension Plan Trust Fund19,300$645.4K0.00%00.0%Unchanged
Goldman Sachs Group Inc20,059$670.8K0.00%−709−3.4%Reduced
EAM Investors, LLC22,361$747.8K0.15%−10,620−32.2%Reduced
Martingale Asset Management L P22,544$753.9K0.01%−3,697−14.1%Reduced
Cubist Systematic Strategies, LLC23,764$794.7K0.01%−758−3.1%Reduced
D. E. Shaw & Co., Inc.24,384$815.4K0.00%−6,841−21.9%Reduced
Russell Investments Group, Ltd.24,459$817.9K0.00%−9,426−27.8%Reduced
Nuveen Asset Management, LLC25,812$863.0K0.00%−852−3.2%Reduced
Bridgeway Capital Management, LLC26,208$876.4K0.02%00.0%Unchanged
Zacks Investment Management26,409$883.1K0.01%−593−2.2%Reduced
O'Shaughnessy Asset Management, LLC27,230$910.6K0.01%−2,354−8.0%Reduced
Uniplan Investment Counsel, Inc.29,117$973.0K0.07%+29,117New
AXA S.A.30,100$1.01M0.00%00.0%Unchanged
Denali Advisors LLC32,000$1.07M0.45%+9,100+39.7%Added
EAM Global Investors LLC33,035$1.10M0.29%−15,268−31.6%Reduced
Stifel Financial Corp33,515$1.12M0.00%−12,875−27.8%Reduced
Two Sigma Advisers, LP40,100$1.34M0.00%−13,500−25.2%Reduced
Federated Hermes, Inc.41,814$1.40M0.00%+215+0.5%Added
Assenagon Asset Management S.A.42,163$1.41M0.01%+42,163New
Janney Montgomery Scott LLC43,145$1.44M0.01%+10,779+33.3%Added
Charles Schwab Investment Management Inc50,633$1.69M0.00%+383+0.8%Added
American Century Companies Inc57,907$1.94M0.00%+28,512+97.0%Added
Millennium Management LLC62,011$2.07M0.00%−42,714−40.8%Reduced
Invesco Ltd.71,988$2.41M0.00%+11,192+18.4%Added
Northern Trust Corp74,403$2.49M0.00%+180.0%Added
Globeflex Capital L P76,509$2.56M0.32%−1,542−2.0%Reduced
Hillsdale Investment Management Inc.83,299$2.79M0.24%+11,388+15.8%Added
Arrowstreet Capital, Limited Partnership98,694$3.30M0.00%00.0%Unchanged