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 2023
Institutional positions in Universal Logistics Holdings, Inc. as of Sep 30, 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
- 85
- −2 vs. Q2 2023
- Shares held
- 6.73M
- +83.2K (+1.3%) vs. Q2 2023
- Total value
- $169.6M
- −$22.1M (−11.5%) vs. Q2 2023
- New holders
- 7
- 26 more added
- Sold out
- 9
- 35 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: 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 2023
Shares, value and share of portfolio for each institution holding Universal Logistics Holdings, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 2,115,321 | $53.3M | 0.00% | +295,701+16.3% | Added |
| Dimensional Fund Advisors LP | 786,525 | $19.8M | 0.01% | +18,715+2.4% | Added |
| BlackRock Inc. | 501,492 | $12.6M | 0.00% | −10,051−2.0% | Reduced |
| LSV Asset Management | 479,373 | $12.1M | 0.03% | −17,688−3.6% | Reduced |
| Vanguard Group Inc | 409,771 | $10.3M | 0.00% | −5,406−1.3% | Reduced |
| Royce & Associates LP | 233,786 | $5.89M | 0.06% | +5,700+2.5% | Added |
| Bridgeway Capital Management, LLC | 184,711 | $4.65M | 0.11% | +5,688+3.2% | Added |
| Geode Capital Management, LLC | 169,763 | $4.28M | 0.00% | +3,059+1.8% | Added |
| Bank of New York Mellon Corp | 169,090 | $4.26M | 0.00% | +1,560+0.9% | Added |
| State Street Corp | 140,413 | $3.55M | 0.00% | −437−0.3% | Reduced |
| Scopus Asset Management, L.P. | 135,500 | $3.41M | 0.13% | +45,000+49.7% | Added |
| Morgan Stanley | 104,255 | $2.63M | 0.00% | −18,279−14.9% | Reduced |
| American Century Companies Inc | 102,133 | $2.57M | 0.00% | +18,310+21.8% | Added |
| Boston Partners | 97,794 | $2.46M | 0.00% | −3,659−3.6% | Reduced |
| Northern Trust Corp | 75,956 | $1.91M | 0.00% | −644−0.8% | Reduced |
| Empowered Funds, LLC | 69,522 | $1.75M | 0.05% | +5,688+8.9% | Added |
| Uniplan Investment Counsel, Inc. | 70,120 | $1.73M | 0.13% | +2,939+4.4% | Added |
| Denali Advisors LLC | 67,331 | $1.70M | 0.60% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 58,040 | $1.46M | 0.00% | +24,666+73.9% | Added |
| Brandywine Global Investment Management, LLC | 56,743 | $1.43M | 0.01% | −884−1.5% | Reduced |
| AQR Capital Management LLC | 56,717 | $1.43M | 0.00% | −29,528−34.2% | Reduced |
| Charles Schwab Investment Management Inc | 54,269 | $1.37M | 0.00% | +2,519+4.9% | Added |
| Globeflex Capital L P | 46,615 | $1.17M | 0.14% | −18,018−27.9% | Reduced |
| Janney Montgomery Scott LLC | 41,945 | $1.06M | 0.00% | +2,223+5.6% | Added |
| Federated Hermes, Inc. | 34,353 | $865.0K | 0.00% | −349−1.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 31,540 | $794.0K | 0.00% | −74,584−70.3% | Reduced |
| Janus Henderson Group PLC | 29,123 | $733.4K | 0.00% | +5,178+21.6% | Added |
| Verdad Advisers, LP | 25,000 | $629.5K | 0.96% | −7,155−22.3% | Reduced |
| Invesco Ltd. | 24,300 | $611.9K | 0.00% | +7,527+44.9% | Added |
| Martingale Asset Management L P | 23,604 | $594.3K | 0.01% | +1,061+4.7% | Added |
| Two Sigma Advisers, LP | 23,100 | $581.7K | 0.00% | −3,600−13.5% | Reduced |
| New York State Common Retirement Fund | 23,039 | $580.1K | 0.00% | −18−0.1% | Reduced |
| AXA S.A. | 20,800 | $523.7K | 0.00% | −4,000−16.1% | Reduced |
| Squarepoint Ops LLC | 17,909 | $450.9K | 0.00% | +6,212+53.1% | Added |
| Nuveen Asset Management, LLC | 17,847 | $449.4K | 0.00% | −7,242−28.9% | Reduced |
| STRS Ohio | 17,500 | $440.0K | 0.00% | 00.0% | Unchanged |
| Swiss National Bank | 17,000 | $428.1K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 14,514 | $365.5K | 0.01% | +1,674+13.0% | Added |
| New York Life Investment Management LLC | 12,215 | $307.6K | 0.00% | −1,940−13.7% | Reduced |
| Seizert Capital Partners, LLC | 12,184 | $306.8K | 0.02% | +2,157+21.5% | Added |
| O'Shaughnessy Asset Management, LLC | 11,749 | $295.8K | 0.00% | −3,239−21.6% | Reduced |
| Rhumbline Advisers | 10,614 | $267.3K | 0.00% | −220−2.0% | Reduced |
| Goldman Sachs Group Inc | 10,457 | $263.3K | 0.00% | −13,194−55.8% | Reduced |
| Two Sigma Investments, LP | 10,092 | $254.1K | 0.00% | +10,092 | New |
| Quadrature Capital Ltd | 10,028 | $253.1K | 0.01% | +10,028 | New |
| Millennium Management LLC | 9,083 | $228.7K | 0.00% | −654−6.7% | Reduced |
| Victory Capital Management Inc | 8,593 | $216.4K | 0.00% | −611−6.6% | Reduced |
| JPMorgan Chase & Co | 8,505 | $214.2K | 0.00% | −1,341−13.6% | Reduced |
| California State Teachers Retirement System | 8,489 | $213.8K | 0.00% | −703−7.6% | Reduced |
| Alliancebernstein L.P. | 8,170 | $205.7K | 0.00% | +470+6.1% | Added |
| Bank of America Corp | 7,915 | $199.3K | 0.00% | +1,415+21.8% | Added |
| Lazard Asset Management LLC | 6,835 | $172.0K | 0.00% | +3,696+117.7% | Added |
| DekaBank Deutsche Girozentrale | 6,835 | $171.0K | 0.00% | +6,835 | New |
| Legal & General Group Plc | 6,722 | $169.3K | 0.00% | −158−2.3% | Reduced |
| UBS Group AG | 5,703 | $143.6K | 0.00% | −4,891−46.2% | Reduced |
| MetLife Investment Management | 3,886 | $97.8K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 3,385 | $85.2K | 0.00% | +120+3.7% | Added |
| Deutsche Bank AG | 3,314 | $83.4K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 2,767 | $69.7K | 0.00% | +386+16.2% | Added |
| Barclays PLC | 2,628 | $66.2K | 0.00% | −343−11.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,614 | $65.8K | 0.00% | −1,377−34.5% | Reduced |
| Tower Research Capital LLC (TRC) | 2,435 | $61.3K | 0.00% | −390−13.8% | Reduced |
| Wells Fargo & Company | 1,803 | $45.4K | 0.00% | −906−33.4% | Reduced |
| Royal Bank of Canada | 1,639 | $42.0K | 0.00% | +432+35.8% | Added |
| State of Wyoming | 1,229 | $30.9K | 0.01% | −834−40.4% | Reduced |
| Citigroup Inc | 1,220 | $30.7K | 0.00% | −3,880−76.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,105 | $27.8K | 0.00% | +1,105 | New |
| Harel Insurance Investments & Financial Services Ltd. | 776 | $20.0K | 0.00% | −17−2.1% | Reduced |
| Amalgamated Bank | 705 | $18.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 705 | $18.0K | 0.00% | 00.0% | Unchanged |
| Amundi | 701 | $17.7K | 0.00% | +701 | New |
| New York State Teachers Retirement System | 600 | $15.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 477 | $12.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 475 | $12.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 451 | $11.4K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 216 | $5.43K | 0.00% | +1+0.5% | Added |
| CWM, LLC | 165 | $4.00K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 140 | $3.52K | 0.00% | +140 | New |
| Aquatic Capital Management LLC | 100 | $3.00K | 0.00% | +100 | New |
| Toronto Dominion Bank | 41 | $1.03K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 57 | $1.00K | 0.00% | −4−6.6% | Reduced |
| First Horizon Advisors, Inc. | 36 | $906 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 10 | $252 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $25 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −84,672−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −19,898−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −13,992−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −11,989−100.0% | Sold out |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −11,606−100.0% | Sold out |
| Navellier & Associates Inc | 0 | $0 | 0.00% | −10,978−100.0% | Sold out |
| Csenge Advisory Group | 0 | $0 | 0.00% | −10,658−100.0% | Sold out |
| Credit Suisse AG | 0 | $0 | 0.00% | −7,879−100.0% | Sold out |
| Nemes Rush Group LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| EA Series Trust | – | – | – | – | Not filed |