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, Q1 2023
Institutional positions in Universal Logistics Holdings, Inc. as of Mar 31, 2023. 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
- 97
- −14 vs. Q4 2022
- Shares held
- 6.54M
- +252.5K (+4.0%) vs. Q4 2022
- Total value
- $190.7M
- −$19.5M (−9.3%) vs. Q4 2022
- New holders
- 13
- 40 more added
- Sold out
- 27
- 32 more reduced
Compare with Q4 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.
| 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, Q1 2023
Shares, value and share of portfolio for each institution holding Universal Logistics Holdings, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 5 | $0 | 0.00% | −5−50.0% | Reduced |
| Huntington National Bank | 1 | $29 | 0.00% | −31−96.9% | Reduced |
| Signaturefd, LLC | 6 | $175 | 0.00% | +1+20.0% | Added |
| Baker Avenue Asset Management, LP | 7 | $204 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 36 | $1.05K | 0.00% | +36 | New |
| Lindbrook Capital, LLC | 51 | $1.49K | 0.00% | +51 | New |
| Covestor Ltd | 106 | $3.00K | 0.00% | −44−29.3% | Reduced |
| CWM, LLC | 117 | $3.00K | 0.00% | +117 | New |
| Hanseatic Management Services Inc | 218 | $6.00K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 223 | $6.50K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 451 | $13.1K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 475 | $13.8K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 477 | $14.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 513 | $15.0K | 0.00% | −5−1.0% | Reduced |
| New York State Teachers Retirement System | 600 | $17.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 705 | $21.0K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 822 | $24.0K | 0.00% | +143+21.1% | Added |
| Royal Bank of Canada | 913 | $27.0K | 0.00% | −401−30.5% | Reduced |
| Amalgamated Bank | 957 | $28.0K | 0.00% | −156−14.0% | Reduced |
| Wells Fargo & Company | 1,484 | $43.3K | 0.00% | −5,250−78.0% | Reduced |
| State of Wyoming | 1,667 | $48.6K | 0.02% | −1,807−52.0% | Reduced |
| WR Wealth Planners, LLC | 1,894 | $55.2K | 0.02% | +1,894 | New |
| Citigroup Inc | 2,502 | $72.9K | 0.00% | −491−16.4% | Reduced |
| Lazard Asset Management LLC | 2,616 | $76.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 3,034 | $88.4K | 0.00% | +318+11.7% | Added |
| Quantbot Technologies LP | 3,288 | $95.8K | 0.01% | +3,288 | New |
| American International Group, Inc. | 3,467 | $101.1K | 0.00% | +68+2.0% | Added |
| Barclays PLC | 3,622 | $105.6K | 0.00% | +1,693+87.8% | Added |
| MetLife Investment Management | 3,886 | $113.3K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 4,571 | $133.2K | 0.00% | +1,217+36.3% | Added |
| Tower Research Capital LLC (TRC) | 4,677 | $136.0K | 0.00% | +4,239+967.8% | Added |
| Allspring Global Investments Holdings, LLC | 6,295 | $183.5K | 0.00% | +4,363+225.8% | Added |
| Russell Investments Group, Ltd. | 6,300 | $183.6K | 0.00% | −18,159−74.2% | Reduced |
| BNP Paribas Arbitrage, SA | 7,907 | $230.5K | 0.00% | +4,553+135.7% | Added |
| Victory Capital Management Inc | 8,082 | $235.6K | 0.00% | −4,772−37.1% | Reduced |
| Susquehanna Fundamental Investments, LLC | 8,229 | $239.9K | 0.01% | −731−8.2% | Reduced |
| Ritholtz Wealth Management | 8,281 | $241.4K | 0.01% | −2,478−23.0% | Reduced |
| UBS Group AG | 8,343 | $243.2K | 0.00% | +497+6.3% | Added |
| Harvest Investment Services, LLC | 8,553 | $249.3K | 0.19% | +525+6.5% | Added |
| GWM Advisors LLC | 8,595 | $250.5K | 0.00% | +3,234+60.3% | Added |
| Acadian Asset Management LLC | 8,679 | $252.0K | 0.00% | −4,979−36.5% | Reduced |
| JPMorgan Chase & Co | 8,947 | $261.0K | 0.00% | −2,076−18.8% | Reduced |
| Bank of America Corp | 9,460 | $275.8K | 0.00% | +861+10.0% | Added |
| California State Teachers Retirement System | 9,585 | $279.4K | 0.00% | −122−1.3% | Reduced |
| Rhumbline Advisers | 9,956 | $290.0K | 0.00% | +198+2.0% | Added |
| Cornerstone Investment Partners, LLC | 9,966 | $290.5K | 0.02% | −2,610−20.8% | Reduced |
| CSS LLC | 10,276 | $299.5K | 0.02% | +10,276 | New |
| Csenge Advisory Group | 10,376 | $302.5K | 0.02% | +987+10.5% | Added |
| Seizert Capital Partners, LLC | 10,720 | $312.5K | 0.02% | −2,523−19.1% | Reduced |
| Two Sigma Investments, LP | 11,614 | $338.5K | 0.00% | +11,614 | New |
| Navellier & Associates Inc | 11,673 | $340.3K | 0.07% | +11,673 | New |
| Cubist Systematic Strategies, LLC | 12,963 | $377.9K | 0.00% | −10,801−45.5% | Reduced |
| Ellsworth Advisors, LLC | 13,132 | $382.8K | 0.13% | +438+3.5% | Added |
| Exchange Traded Concepts, LLC | 14,011 | $408.4K | 0.01% | +14,011 | New |
| Gsa Capital Partners LLP | 16,069 | $468.0K | 0.05% | +2,317+16.8% | Added |
| New York Life Investment Management LLC | 16,758 | $488.5K | 0.01% | +16,758 | New |
| Swiss National Bank | 17,000 | $495.6K | 0.00% | −2,000−10.5% | Reduced |
| STRS Ohio | 19,500 | $568.0K | 0.00% | +4,100+26.6% | Added |
| Renaissance Technologies LLC | 19,800 | $577.0K | 0.00% | +7,800+65.0% | Added |
| Invesco Ltd. | 20,689 | $603.1K | 0.00% | −51,299−71.3% | Reduced |
| Teacher Retirement System of Texas | 22,276 | $649.0K | 0.00% | +12,644+131.3% | Added |
| Martingale Asset Management L P | 22,542 | $657.1K | 0.01% | −20.0% | Reduced |
| New York State Common Retirement Fund | 22,663 | $660.6K | 0.00% | +7,000+44.7% | Added |
| Nuveen Asset Management, LLC | 25,089 | $731.0K | 0.00% | −723−2.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 26,419 | $770.1K | 0.01% | −811−3.0% | Reduced |
| AXA S.A. | 28,100 | $819.1K | 0.00% | −2,000−6.6% | Reduced |
| Goldman Sachs Group Inc | 29,380 | $856.4K | 0.00% | +9,321+46.5% | Added |
| LPL Financial LLC | 31,629 | $922.0K | 0.00% | +31,629 | New |
| Verdad Advisers, LP | 32,155 | $937.3K | 1.89% | +32,155 | New |
| Two Sigma Advisers, LP | 38,000 | $1.11M | 0.00% | −2,100−5.2% | Reduced |
| Federated Hermes, Inc. | 41,638 | $1.21M | 0.00% | −176−0.4% | Reduced |
| Janney Montgomery Scott LLC | 48,633 | $1.42M | 0.01% | +5,488+12.7% | Added |
| Denali Advisors LLC | 51,431 | $1.50M | 0.62% | +19,431+60.7% | Added |
| Brandywine Global Investment Management, LLC | 52,114 | $1.52M | 0.01% | +42,205+425.9% | Added |
| Charles Schwab Investment Management Inc | 52,707 | $1.54M | 0.00% | +2,074+4.1% | Added |
| Norges Bank | 64,500 | $1.88M | 0.00% | −36,000−35.8% | Reduced |
| Globeflex Capital L P | 64,633 | $1.88M | 0.23% | −11,876−15.5% | Reduced |
| Uniplan Investment Counsel, Inc. | 67,427 | $1.97M | 0.14% | +38,310+131.6% | Added |
| American Century Companies Inc | 75,988 | $2.15M | 0.00% | +18,081+31.2% | Added |
| Northern Trust Corp | 75,307 | $2.20M | 0.00% | +904+1.2% | Added |
| Hillsdale Investment Management Inc. | 89,672 | $2.61M | 0.22% | +6,373+7.7% | Added |
| Millennium Management LLC | 93,268 | $2.72M | 0.00% | +31,257+50.4% | Added |
| Boston Partners | 93,607 | $2.73M | 0.00% | +93,607 | New |
| Bridgeway Capital Management, LLC | 95,842 | $2.79M | 0.07% | +69,634+265.7% | Added |
| Arrowstreet Capital, Limited Partnership | 98,694 | $2.88M | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 106,272 | $3.10M | 0.01% | +90,704+582.6% | Added |
| State Street Corp | 137,865 | $4.03M | 0.00% | +1,120+0.8% | Added |
| Morgan Stanley | 159,373 | $4.65M | 0.00% | −2,823−1.7% | Reduced |
| Geode Capital Management, LLC | 159,440 | $4.65M | 0.00% | +8,483+5.6% | Added |
| Bank of New York Mellon Corp | 169,972 | $4.95M | 0.00% | +2,736+1.6% | Added |
| Royce & Associates LP | 204,774 | $5.97M | 0.06% | +79,534+63.5% | Added |
| Vanguard Group Inc | 421,055 | $12.3M | 0.00% | +6,498+1.6% | Added |
| BlackRock Inc. | 499,622 | $14.6M | 0.00% | −4,580−0.9% | Reduced |
| LSV Asset Management | 504,488 | $14.7M | 0.03% | −17,200−3.3% | Reduced |
| Dimensional Fund Advisors LP | 742,202 | $21.6M | 0.01% | +1,706+0.2% | Added |
| FMR LLC | 1,719,450 | $50.1M | 0.00% | +11,790+0.7% | Added |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −42,163−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −33,515−100.0% | Sold out |