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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $25 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 10 | $252 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 36 | $906 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 57 | $1.00K | 0.00% | −4−6.6% | Reduced |
| Toronto Dominion Bank | 41 | $1.03K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 100 | $3.00K | 0.00% | +100 | New |
| Comerica Bank | 140 | $3.52K | 0.00% | +140 | New |
| CWM, LLC | 165 | $4.00K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 216 | $5.43K | 0.00% | +1+0.5% | Added |
| Metropolitan Life Insurance Co | 451 | $11.4K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 475 | $12.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 477 | $12.0K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 600 | $15.0K | 0.00% | 00.0% | Unchanged |
| Amundi | 701 | $17.7K | 0.00% | +701 | New |
| Amalgamated Bank | 705 | $18.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 705 | $18.0K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 776 | $20.0K | 0.00% | −17−2.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,105 | $27.8K | 0.00% | +1,105 | New |
| Citigroup Inc | 1,220 | $30.7K | 0.00% | −3,880−76.1% | Reduced |
| State of Wyoming | 1,229 | $30.9K | 0.01% | −834−40.4% | Reduced |
| Royal Bank of Canada | 1,639 | $42.0K | 0.00% | +432+35.8% | Added |
| Wells Fargo & Company | 1,803 | $45.4K | 0.00% | −906−33.4% | Reduced |
| Tower Research Capital LLC (TRC) | 2,435 | $61.3K | 0.00% | −390−13.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,614 | $65.8K | 0.00% | −1,377−34.5% | Reduced |
| Barclays PLC | 2,628 | $66.2K | 0.00% | −343−11.5% | Reduced |
| BNP Paribas Arbitrage, SA | 2,767 | $69.7K | 0.00% | +386+16.2% | Added |
| Deutsche Bank AG | 3,314 | $83.4K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 3,385 | $85.2K | 0.00% | +120+3.7% | Added |
| MetLife Investment Management | 3,886 | $97.8K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 5,703 | $143.6K | 0.00% | −4,891−46.2% | Reduced |
| Legal & General Group Plc | 6,722 | $169.3K | 0.00% | −158−2.3% | Reduced |
| DekaBank Deutsche Girozentrale | 6,835 | $171.0K | 0.00% | +6,835 | New |
| Lazard Asset Management LLC | 6,835 | $172.0K | 0.00% | +3,696+117.7% | Added |
| Bank of America Corp | 7,915 | $199.3K | 0.00% | +1,415+21.8% | Added |
| Alliancebernstein L.P. | 8,170 | $205.7K | 0.00% | +470+6.1% | Added |
| California State Teachers Retirement System | 8,489 | $213.8K | 0.00% | −703−7.6% | Reduced |
| JPMorgan Chase & Co | 8,505 | $214.2K | 0.00% | −1,341−13.6% | Reduced |
| Victory Capital Management Inc | 8,593 | $216.4K | 0.00% | −611−6.6% | Reduced |
| Millennium Management LLC | 9,083 | $228.7K | 0.00% | −654−6.7% | Reduced |
| Quadrature Capital Ltd | 10,028 | $253.1K | 0.01% | +10,028 | New |
| Two Sigma Investments, LP | 10,092 | $254.1K | 0.00% | +10,092 | New |
| Goldman Sachs Group Inc | 10,457 | $263.3K | 0.00% | −13,194−55.8% | Reduced |
| Rhumbline Advisers | 10,614 | $267.3K | 0.00% | −220−2.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 11,749 | $295.8K | 0.00% | −3,239−21.6% | Reduced |
| Seizert Capital Partners, LLC | 12,184 | $306.8K | 0.02% | +2,157+21.5% | Added |
| New York Life Investment Management LLC | 12,215 | $307.6K | 0.00% | −1,940−13.7% | Reduced |
| Exchange Traded Concepts, LLC | 14,514 | $365.5K | 0.01% | +1,674+13.0% | Added |
| Swiss National Bank | 17,000 | $428.1K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 17,500 | $440.0K | 0.00% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 17,847 | $449.4K | 0.00% | −7,242−28.9% | Reduced |
| Squarepoint Ops LLC | 17,909 | $450.9K | 0.00% | +6,212+53.1% | Added |
| AXA S.A. | 20,800 | $523.7K | 0.00% | −4,000−16.1% | Reduced |
| New York State Common Retirement Fund | 23,039 | $580.1K | 0.00% | −18−0.1% | Reduced |
| Two Sigma Advisers, LP | 23,100 | $581.7K | 0.00% | −3,600−13.5% | Reduced |
| Martingale Asset Management L P | 23,604 | $594.3K | 0.01% | +1,061+4.7% | Added |
| Invesco Ltd. | 24,300 | $611.9K | 0.00% | +7,527+44.9% | Added |
| Verdad Advisers, LP | 25,000 | $629.5K | 0.96% | −7,155−22.3% | Reduced |
| Janus Henderson Group PLC | 29,123 | $733.4K | 0.00% | +5,178+21.6% | Added |
| Arrowstreet Capital, Limited Partnership | 31,540 | $794.0K | 0.00% | −74,584−70.3% | Reduced |
| Federated Hermes, Inc. | 34,353 | $865.0K | 0.00% | −349−1.0% | Reduced |
| Janney Montgomery Scott LLC | 41,945 | $1.06M | 0.00% | +2,223+5.6% | Added |
| Globeflex Capital L P | 46,615 | $1.17M | 0.14% | −18,018−27.9% | Reduced |
| Charles Schwab Investment Management Inc | 54,269 | $1.37M | 0.00% | +2,519+4.9% | Added |
| AQR Capital Management LLC | 56,717 | $1.43M | 0.00% | −29,528−34.2% | Reduced |
| Brandywine Global Investment Management, LLC | 56,743 | $1.43M | 0.01% | −884−1.5% | Reduced |
| Russell Investments Group, Ltd. | 58,040 | $1.46M | 0.00% | +24,666+73.9% | Added |
| Denali Advisors LLC | 67,331 | $1.70M | 0.60% | 00.0% | Unchanged |
| Uniplan Investment Counsel, Inc. | 70,120 | $1.73M | 0.13% | +2,939+4.4% | Added |
| Empowered Funds, LLC | 69,522 | $1.75M | 0.05% | +5,688+8.9% | Added |
| Northern Trust Corp | 75,956 | $1.91M | 0.00% | −644−0.8% | Reduced |
| Boston Partners | 97,794 | $2.46M | 0.00% | −3,659−3.6% | Reduced |
| American Century Companies Inc | 102,133 | $2.57M | 0.00% | +18,310+21.8% | Added |
| Morgan Stanley | 104,255 | $2.63M | 0.00% | −18,279−14.9% | Reduced |
| Scopus Asset Management, L.P. | 135,500 | $3.41M | 0.13% | +45,000+49.7% | Added |
| State Street Corp | 140,413 | $3.55M | 0.00% | −437−0.3% | Reduced |
| Bank of New York Mellon Corp | 169,090 | $4.26M | 0.00% | +1,560+0.9% | Added |
| Geode Capital Management, LLC | 169,763 | $4.28M | 0.00% | +3,059+1.8% | Added |
| Bridgeway Capital Management, LLC | 184,711 | $4.65M | 0.11% | +5,688+3.2% | Added |
| Royce & Associates LP | 233,786 | $5.89M | 0.06% | +5,700+2.5% | Added |
| Vanguard Group Inc | 409,771 | $10.3M | 0.00% | −5,406−1.3% | Reduced |
| LSV Asset Management | 479,373 | $12.1M | 0.03% | −17,688−3.6% | Reduced |
| BlackRock Inc. | 501,492 | $12.6M | 0.00% | −10,051−2.0% | Reduced |
| Dimensional Fund Advisors LP | 786,525 | $19.8M | 0.01% | +18,715+2.4% | Added |
| FMR LLC | 2,115,321 | $53.3M | 0.00% | +295,701+16.3% | Added |
| 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 |