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 2024
Institutional positions in Universal Logistics Holdings, Inc. as of Mar 31, 2024. 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
- 77
- −2 vs. Q4 2023
- Shares held
- 6.81M
- +102.5K (+1.5%) vs. Q4 2023
- Total value
- $251.2M
- +$63.2M (+33.6%) vs. Q4 2023
- New holders
- 8
- 23 more added
- Sold out
- 10
- 30 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Universal Logistics Holdings, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 2,487,113 | $91.7M | 0.01% | +196,628+8.6% | Added |
| Dimensional Fund Advisors LP | 812,949 | $30.0M | 0.01% | +13,598+1.7% | Added |
| BlackRock Inc. | 511,647 | $18.9M | 0.00% | −18,927−3.6% | Reduced |
| LSV Asset Management | 431,583 | $15.9M | 0.03% | −24,500−5.4% | Reduced |
| Vanguard Group Inc | 401,400 | $14.8M | 0.00% | −4,399−1.1% | Reduced |
| Royce & Associates LP | 238,395 | $8.79M | 0.08% | +1,091+0.5% | Added |
| Bridgeway Capital Management, LLC | 201,726 | $7.44M | 0.15% | +10,191+5.3% | Added |
| Geode Capital Management, LLC | 179,365 | $6.61M | 0.00% | +3,678+2.1% | Added |
| Bank of New York Mellon Corp | 168,587 | $6.22M | 0.00% | −9,278−5.2% | Reduced |
| State Street Corp | 145,552 | $5.38M | 0.00% | +5,944+4.3% | Added |
| American Century Companies Inc | 134,263 | $4.95M | 0.00% | +20,534+18.1% | Added |
| Empowered Funds, LLC | 86,537 | $3.19M | 0.06% | +10,191+13.3% | Added |
| Boston Partners | 80,649 | $2.97M | 0.00% | −5,519−6.4% | Reduced |
| Northern Trust Corp | 78,716 | $2.90M | 0.00% | −4,225−5.1% | Reduced |
| Morgan Stanley | 77,880 | $2.87M | 0.00% | −9,811−11.2% | Reduced |
| Scopus Asset Management, L.P. | 75,500 | $2.78M | 0.09% | −20,000−20.9% | Reduced |
| Russell Investments Group, Ltd. | 69,552 | $2.56M | 0.00% | +4,308+6.6% | Added |
| Denali Advisors LLC | 62,731 | $2.31M | 0.68% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 54,483 | $2.01M | 0.00% | +2,440+4.7% | Added |
| Brandywine Global Investment Management, LLC | 51,090 | $1.88M | 0.01% | −362−0.7% | Reduced |
| Globeflex Capital L P | 46,615 | $1.72M | 0.17% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 27,333 | $1.01M | 0.00% | −121−0.4% | Reduced |
| Invesco Ltd. | 26,239 | $967.4K | 0.00% | +8,958+51.8% | Added |
| Anchor Capital Advisors LLC | 25,944 | $956.6K | 0.03% | +25,944 | New |
| Martingale Asset Management L P | 23,405 | $862.9K | 0.02% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 23,056 | $850.1K | 0.00% | −50.0% | Reduced |
| Nuveen Asset Management, LLC | 21,449 | $790.8K | 0.00% | −2,935−12.0% | Reduced |
| Verdad Advisers, LP | 20,158 | $743.2K | 0.81% | +158+0.8% | Added |
| Swiss National Bank | 15,600 | $575.2K | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 14,400 | $530.9K | 0.00% | −7,300−33.6% | Reduced |
| Quadrature Capital Ltd | 13,604 | $504.8K | 0.01% | +2,742+25.2% | Added |
| Pacific Ridge Capital Partners, LLC | 13,280 | $489.6K | 0.11% | −3,487−20.8% | Reduced |
| STRS Ohio | 12,700 | $468.0K | 0.00% | −2,600−17.0% | Reduced |
| Seizert Capital Partners, LLC | 12,214 | $450.3K | 0.02% | 00.0% | Unchanged |
| Rhumbline Advisers | 10,928 | $402.9K | 0.00% | +316+3.0% | Added |
| Federation des caisses Desjardins du Quebec | 10,566 | $389.6K | 0.00% | +6,561+163.8% | Added |
| Exchange Traded Concepts, LLC | 10,126 | $373.3K | 0.01% | −4,804−32.2% | Reduced |
| UBS Group AG | 8,847 | $326.2K | 0.00% | −799−8.3% | Reduced |
| Victory Capital Management Inc | 8,408 | $310.0K | 0.00% | −403−4.6% | Reduced |
| California State Teachers Retirement System | 7,760 | $286.1K | 0.00% | −352−4.3% | Reduced |
| JPMorgan Chase & Co | 7,716 | $284.5K | 0.00% | +1,450+23.1% | Added |
| Goldman Sachs Group Inc | 7,696 | $283.8K | 0.00% | −458−5.6% | Reduced |
| AQR Capital Management LLC | 7,671 | $282.8K | 0.00% | −19,536−71.8% | Reduced |
| Credit Suisse AG | 7,458 | $275.0K | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 7,110 | $262.1K | 0.00% | +7,110 | New |
| Envestnet Asset Management Inc | 7,105 | $262.0K | 0.00% | +7,105 | New |
| O'Shaughnessy Asset Management, LLC | 7,040 | $259.6K | 0.00% | +7,040 | New |
| DekaBank Deutsche Girozentrale | 6,835 | $259.0K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 6,769 | $249.6K | 0.00% | +6,769 | New |
| Bank of America Corp | 6,611 | $243.7K | 0.00% | −5,053−43.3% | Reduced |
| Barclays PLC | 6,321 | $233.1K | 0.00% | −4,678−42.5% | Reduced |
| Tower Research Capital LLC (TRC) | 5,007 | $184.6K | 0.00% | +4,415+745.8% | Added |
| Legal & General Group Plc | 4,645 | $171.3K | 0.00% | −202−4.2% | Reduced |
| MetLife Investment Management | 3,886 | $143.3K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 3,347 | $123.4K | 0.00% | +1,463+77.7% | Added |
| American International Group, Inc. | 3,343 | $123.3K | 0.00% | −28−0.8% | Reduced |
| Deutsche Bank AG | 3,314 | $122.2K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 2,909 | $107.3K | 0.00% | +637+28.0% | Added |
| Wells Fargo & Company | 2,398 | $88.4K | 0.00% | +308+14.7% | Added |
| Asset Dedication, LLC | 705 | $26.0K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 500 | $18.4K | 0.01% | +500 | New |
| Great West Life Assurance Co | 477 | $18.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 475 | $17.5K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 451 | $16.6K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 336 | $12.4K | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 264 | $10.0K | 0.00% | −363−57.9% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 271 | $10.0K | 0.00% | −112−29.2% | Reduced |
| Advisor Group Holdings, Inc. | 248 | $9.14K | 0.00% | +101+68.7% | Added |
| Royal Bank of Canada | 158 | $6.00K | 0.00% | −2,003−92.7% | Reduced |
| CWM, LLC | 152 | $6.00K | 0.00% | +4+2.7% | Added |
| Covestor Ltd | 34 | $1.00K | 0.00% | −33−49.3% | Reduced |
| Capital Advisors, Ltd. LLC | 32 | $1.00K | 0.00% | +16+100.0% | Added |
| Farther Finance Advisors, LLC | 15 | $551 | 0.00% | −10−40.0% | Reduced |
| Nisa Investment Advisors, LLC | 5 | $185 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 5 | $184 | 0.00% | +5 | New |
| Huntington National Bank | 1 | $37 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1 | $36 | 0.00% | +1 | New |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −32,287−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −13,261−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −11,938−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −9,739−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −9,555−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −7,243−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −6,835−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −3,914−100.0% | Sold out |
| New York State Teachers Retirement System | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −36−100.0% | Sold out |