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 2023
Institutional positions in Universal Logistics Holdings, Inc. as of Dec 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
- 79
- −6 vs. Q3 2023
- Shares held
- 6.71M
- −23.5K (−0.3%) vs. Q3 2023
- Total value
- $188.1M
- +$18.5M (+10.9%) vs. Q3 2023
- New holders
- 7
- 27 more added
- Sold out
- 13
- 32 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Universal Logistics Holdings, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 2,290,485 | $64.2M | 0.00% | +175,164+8.3% | Added |
| Dimensional Fund Advisors LP | 799,351 | $22.4M | 0.01% | +12,826+1.6% | Added |
| BlackRock Inc. | 530,574 | $14.9M | 0.00% | +29,082+5.8% | Added |
| LSV Asset Management | 456,083 | $12.8M | 0.03% | −23,290−4.9% | Reduced |
| Vanguard Group Inc | 405,799 | $11.4M | 0.00% | −3,972−1.0% | Reduced |
| Royce & Associates LP | 237,304 | $6.65M | 0.06% | +3,518+1.5% | Added |
| Bridgeway Capital Management, LLC | 191,535 | $5.37M | 0.12% | +6,824+3.7% | Added |
| Bank of New York Mellon Corp | 177,865 | $4.98M | 0.00% | +8,775+5.2% | Added |
| Geode Capital Management, LLC | 175,687 | $4.92M | 0.00% | +5,924+3.5% | Added |
| State Street Corp | 139,608 | $3.93M | 0.00% | −805−0.6% | Reduced |
| American Century Companies Inc | 113,729 | $3.19M | 0.00% | +11,596+11.4% | Added |
| Scopus Asset Management, L.P. | 95,500 | $2.68M | 0.11% | −40,000−29.5% | Reduced |
| Morgan Stanley | 87,691 | $2.46M | 0.00% | −16,564−15.9% | Reduced |
| Boston Partners | 86,168 | $2.41M | 0.00% | −11,626−11.9% | Reduced |
| Northern Trust Corp | 82,941 | $2.32M | 0.00% | +6,985+9.2% | Added |
| Empowered Funds, LLC | 76,346 | $2.14M | 0.05% | +6,824+9.8% | Added |
| Russell Investments Group, Ltd. | 65,244 | $1.83M | 0.00% | +7,204+12.4% | Added |
| Denali Advisors LLC | 62,731 | $1.76M | 0.54% | −4,600−6.8% | Reduced |
| Charles Schwab Investment Management Inc | 52,043 | $1.46M | 0.00% | −2,226−4.1% | Reduced |
| Brandywine Global Investment Management, LLC | 51,452 | $1.44M | 0.01% | −5,291−9.3% | Reduced |
| Globeflex Capital L P | 46,615 | $1.31M | 0.13% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 32,287 | $904.9K | 0.00% | +3,164+10.9% | Added |
| Federated Hermes, Inc. | 27,454 | $769.3K | 0.00% | −6,899−20.1% | Reduced |
| AQR Capital Management LLC | 27,207 | $762.3K | 0.00% | −29,510−52.0% | Reduced |
| Nuveen Asset Management, LLC | 24,384 | $683.3K | 0.00% | +6,537+36.6% | Added |
| Martingale Asset Management L P | 23,405 | $655.8K | 0.01% | −199−0.8% | Reduced |
| New York State Common Retirement Fund | 23,061 | $646.2K | 0.00% | +22+0.1% | Added |
| Two Sigma Advisers, LP | 21,700 | $608.0K | 0.00% | −1,400−6.1% | Reduced |
| Verdad Advisers, LP | 20,000 | $560.4K | 1.14% | −5,000−20.0% | Reduced |
| Invesco Ltd. | 17,281 | $484.2K | 0.00% | −7,019−28.9% | Reduced |
| Pacific Ridge Capital Partners, LLC | 16,767 | $469.8K | 0.10% | +16,767 | New |
| Swiss National Bank | 15,600 | $437.1K | 0.00% | −1,400−8.2% | Reduced |
| STRS Ohio | 15,300 | $428.0K | 0.00% | −2,200−12.6% | Reduced |
| Exchange Traded Concepts, LLC | 14,930 | $418.3K | 0.01% | +416+2.9% | Added |
| Two Sigma Investments, LP | 13,261 | $371.6K | 0.00% | +3,169+31.4% | Added |
| Seizert Capital Partners, LLC | 12,214 | $342.2K | 0.02% | +30+0.2% | Added |
| New York Life Investment Management LLC | 11,938 | $334.5K | 0.00% | −277−2.3% | Reduced |
| Bank of America Corp | 11,664 | $326.8K | 0.00% | +3,749+47.4% | Added |
| Barclays PLC | 10,999 | $308.2K | 0.00% | +8,371+318.5% | Added |
| Quadrature Capital Ltd | 10,862 | $304.4K | 0.01% | +834+8.3% | Added |
| Rhumbline Advisers | 10,612 | $297.3K | 0.00% | −20.0% | Reduced |
| Gsa Capital Partners LLP | 9,739 | $273.0K | 0.02% | +9,739 | New |
| UBS Group AG | 9,646 | $270.3K | 0.00% | +3,943+69.1% | Added |
| State of Wisconsin Investment Board | 9,555 | $267.7K | 0.00% | +9,555 | New |
| Victory Capital Management Inc | 8,811 | $246.9K | 0.00% | +218+2.5% | Added |
| Goldman Sachs Group Inc | 8,154 | $228.5K | 0.00% | −2,303−22.0% | Reduced |
| California State Teachers Retirement System | 8,112 | $227.3K | 0.00% | −377−4.4% | Reduced |
| Credit Suisse AG | 7,458 | $209.0K | 0.00% | +7,458 | New |
| Squarepoint Ops LLC | 7,243 | $202.9K | 0.00% | −10,666−59.6% | Reduced |
| DekaBank Deutsche Girozentrale | 6,835 | $192.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 6,835 | $191.0K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 6,266 | $175.6K | 0.00% | −2,239−26.3% | Reduced |
| Legal & General Group Plc | 4,847 | $135.8K | 0.00% | −1,875−27.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 4,005 | $112.2K | 0.00% | +2,900+262.4% | Added |
| SG Americas Securities, LLC | 3,914 | $110.0K | 0.00% | +3,914 | New |
| MetLife Investment Management | 3,886 | $108.9K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 3,371 | $94.5K | 0.00% | −14−0.4% | Reduced |
| Deutsche Bank AG | 3,314 | $92.9K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 2,272 | $63.7K | 0.00% | +1,052+86.2% | Added |
| Royal Bank of Canada | 2,161 | $61.0K | 0.00% | +522+31.8% | Added |
| Wells Fargo & Company | 2,090 | $58.6K | 0.00% | +287+15.9% | Added |
| BNP Paribas Arbitrage, SA | 1,884 | $52.8K | 0.00% | −883−31.9% | Reduced |
| Asset Dedication, LLC | 705 | $20.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 627 | $18.0K | 0.00% | −78−11.1% | Reduced |
| New York State Teachers Retirement System | 600 | $17.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 592 | $16.6K | 0.00% | −1,843−75.7% | Reduced |
| Ameritas Investment Partners, Inc. | 475 | $13.3K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 477 | $13.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 451 | $12.6K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 383 | $11.0K | 0.00% | −393−50.6% | Reduced |
| WealthCollab, LLC | 336 | $9.41K | 0.01% | +336 | New |
| Advisor Group Holdings, Inc. | 147 | $4.13K | 0.00% | −69−31.9% | Reduced |
| CWM, LLC | 148 | $4.00K | 0.00% | −17−10.3% | Reduced |
| Covestor Ltd | 67 | $2.00K | 0.00% | +10+17.5% | Added |
| First Horizon Advisors, Inc. | 36 | $1.01K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 25 | $701 | 0.00% | +25 | New |
| Nisa Investment Advisors, LLC | 5 | $140 | 0.00% | −5−50.0% | Reduced |
| Huntington National Bank | 1 | $28 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Uniplan Investment Counsel, Inc. | 0 | $0 | 0.00% | −70,120−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −41,945−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −31,540−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −20,800−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −11,749−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −9,083−100.0% | Sold out |
| Alliancebernstein L.P. | 0 | $0 | 0.00% | −8,170−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −2,614−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −1,229−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −701−100.0% | Sold out |
| Comerica Bank | 0 | $0 | 0.00% | −140−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −41−100.0% | Sold out |