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