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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.

Institutional holdersQ1 2024: 77 institutions
Q1 2021: 81 institutionsQ2 2021: 78 institutionsQ3 2021: 72 institutionsQ4 2021: 63 institutionsQ1 2022: 61 institutionsQ2 2022: 80 institutionsQ3 2022: 96 institutionsQ4 2022: 111 institutionsQ1 2023: 97 institutionsQ2 2023: 88 institutionsQ3 2023: 85 institutionsQ4 2023: 79 institutionsQ1 2024: 77 institutionsQ2 2024: 90 institutionsQ3 2024: 91 institutionsQ4 2024: 84 institutionsQ1 2025: 88 institutionsQ2 2025: 74 institutionsQ3 2025: 76 institutionsQ4 2025: 69 institutionsQ1 2026: 70 institutionsQ2 2026: 73 institutions
Value heldQ1 2024: $251.2M
Q1 2021: $177.8MQ2 2021: $155.1MQ3 2021: $129.0MQ4 2021: $124.7MQ1 2022: $130.4MQ2 2022: $174.6MQ3 2022: $202.2MQ4 2022: $210.2MQ1 2023: $190.7MQ2 2023: $193.5MQ3 2023: $169.6MQ4 2023: $188.1MQ1 2024: $251.2MQ2 2024: $278.2MQ3 2024: $296.9MQ4 2024: $331.8MQ1 2025: $193.3MQ2 2025: $196.2MQ3 2025: $178.1MQ4 2025: $112.3MQ1 2026: $154.0MQ2 2026: $109.3M
Institutions holding ULH and their total value by quarter
QuarterHoldersValue
Q2 202673$109.3M
Q1 202670$154.0M
Q4 202569$112.3M
Q3 202576$178.1M
Q2 202574$196.2M
Q1 202588$193.3M
Q4 202484$331.8M
Q3 202491$296.9M
Q2 202490$278.2M
Q1 202477$251.2M
Q4 202379$188.1M
Q3 202385$169.6M
Q2 202388$193.5M
Q1 202397$190.7M
Q4 2022111$210.2M
Q3 202296$202.2M
Q2 202280$174.6M
Q1 202261$130.4M
Q4 202163$124.7M
Q3 202172$129.0M
Q2 202178$155.1M
Q1 202181$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.

Institutions holding ULH in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Nelson, Van Denburg & Campbell Wealth Management Group, LLC1$360.00%+1New
Huntington National Bank1$370.00%00.0%Unchanged
Global Retirement Partners, LLC5$1840.00%+5New
Nisa Investment Advisors, LLC5$1850.00%00.0%Unchanged
Farther Finance Advisors, LLC15$5510.00%−10−40.0%Reduced
Covestor Ltd34$1.00K0.00%−33−49.3%Reduced
Capital Advisors, Ltd. LLC32$1.00K0.00%+16+100.0%Added
Royal Bank of Canada158$6.00K0.00%−2,003−92.7%Reduced
CWM, LLC152$6.00K0.00%+4+2.7%Added
Advisor Group Holdings, Inc.248$9.14K0.00%+101+68.7%Added
Amalgamated Bank264$10.0K0.00%−363−57.9%Reduced
Harel Insurance Investments & Financial Services Ltd.271$10.0K0.00%−112−29.2%Reduced
WealthCollab, LLC336$12.4K0.01%00.0%Unchanged
Metropolitan Life Insurance Co451$16.6K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.475$17.5K0.00%00.0%Unchanged
Great West Life Assurance Co477$18.0K0.00%00.0%Unchanged
Catalyst Funds Management Pty Ltd500$18.4K0.01%+500New
Asset Dedication, LLC705$26.0K0.00%00.0%Unchanged
Wells Fargo & Company2,398$88.4K0.00%+308+14.7%Added
Citigroup Inc2,909$107.3K0.00%+637+28.0%Added
Deutsche Bank AG3,314$122.2K0.00%00.0%Unchanged
American International Group, Inc.3,343$123.3K0.00%−28−0.8%Reduced
BNP Paribas Arbitrage, SA3,347$123.4K0.00%+1,463+77.7%Added
MetLife Investment Management3,886$143.3K0.00%00.0%Unchanged
Legal & General Group Plc4,645$171.3K0.00%−202−4.2%Reduced
Tower Research Capital LLC (TRC)5,007$184.6K0.00%+4,415+745.8%Added
Barclays PLC6,321$233.1K0.00%−4,678−42.5%Reduced
Bank of America Corp6,611$243.7K0.00%−5,053−43.3%Reduced
UBS Asset Management Americas Inc6,769$249.6K0.00%+6,769New
DekaBank Deutsche Girozentrale6,835$259.0K0.00%00.0%Unchanged
O'Shaughnessy Asset Management, LLC7,040$259.6K0.00%+7,040New
Envestnet Asset Management Inc7,105$262.0K0.00%+7,105New
Alliancebernstein L.P.7,110$262.1K0.00%+7,110New
Credit Suisse AG7,458$275.0K0.00%00.0%Unchanged
AQR Capital Management LLC7,671$282.8K0.00%−19,536−71.8%Reduced
Goldman Sachs Group Inc7,696$283.8K0.00%−458−5.6%Reduced
JPMorgan Chase & Co7,716$284.5K0.00%+1,450+23.1%Added
California State Teachers Retirement System7,760$286.1K0.00%−352−4.3%Reduced
Victory Capital Management Inc8,408$310.0K0.00%−403−4.6%Reduced
UBS Group AG8,847$326.2K0.00%−799−8.3%Reduced
Exchange Traded Concepts, LLC10,126$373.3K0.01%−4,804−32.2%Reduced
Federation des caisses Desjardins du Quebec10,566$389.6K0.00%+6,561+163.8%Added
Rhumbline Advisers10,928$402.9K0.00%+316+3.0%Added
Seizert Capital Partners, LLC12,214$450.3K0.02%00.0%Unchanged
STRS Ohio12,700$468.0K0.00%−2,600−17.0%Reduced
Pacific Ridge Capital Partners, LLC13,280$489.6K0.11%−3,487−20.8%Reduced
Quadrature Capital Ltd13,604$504.8K0.01%+2,742+25.2%Added
Two Sigma Advisers, LP14,400$530.9K0.00%−7,300−33.6%Reduced
Swiss National Bank15,600$575.2K0.00%00.0%Unchanged
Verdad Advisers, LP20,158$743.2K0.81%+158+0.8%Added
Nuveen Asset Management, LLC21,449$790.8K0.00%−2,935−12.0%Reduced
New York State Common Retirement Fund23,056$850.1K0.00%−50.0%Reduced
Martingale Asset Management L P23,405$862.9K0.02%00.0%Unchanged
Anchor Capital Advisors LLC25,944$956.6K0.03%+25,944New
Invesco Ltd.26,239$967.4K0.00%+8,958+51.8%Added
Federated Hermes, Inc.27,333$1.01M0.00%−121−0.4%Reduced
Globeflex Capital L P46,615$1.72M0.17%00.0%Unchanged
Brandywine Global Investment Management, LLC51,090$1.88M0.01%−362−0.7%Reduced
Charles Schwab Investment Management Inc54,483$2.01M0.00%+2,440+4.7%Added
Denali Advisors LLC62,731$2.31M0.68%00.0%Unchanged
Russell Investments Group, Ltd.69,552$2.56M0.00%+4,308+6.6%Added
Scopus Asset Management, L.P.75,500$2.78M0.09%−20,000−20.9%Reduced
Morgan Stanley77,880$2.87M0.00%−9,811−11.2%Reduced
Northern Trust Corp78,716$2.90M0.00%−4,225−5.1%Reduced
Boston Partners80,649$2.97M0.00%−5,519−6.4%Reduced
Empowered Funds, LLC86,537$3.19M0.06%+10,191+13.3%Added
American Century Companies Inc134,263$4.95M0.00%+20,534+18.1%Added
State Street Corp145,552$5.38M0.00%+5,944+4.3%Added
Bank of New York Mellon Corp168,587$6.22M0.00%−9,278−5.2%Reduced
Geode Capital Management, LLC179,365$6.61M0.00%+3,678+2.1%Added
Bridgeway Capital Management, LLC201,726$7.44M0.15%+10,191+5.3%Added
Royce & Associates LP238,395$8.79M0.08%+1,091+0.5%Added
Vanguard Group Inc401,400$14.8M0.00%−4,399−1.1%Reduced
LSV Asset Management431,583$15.9M0.03%−24,500−5.4%Reduced
BlackRock Inc.511,647$18.9M0.00%−18,927−3.6%Reduced
Dimensional Fund Advisors LP812,949$30.0M0.01%+13,598+1.7%Added
FMR LLC2,487,113$91.7M0.01%+196,628+8.6%Added
Janus Henderson Group PLC0$00.00%−32,287−100.0%Sold out
Two Sigma Investments, LP0$00.00%−13,261−100.0%Sold out
New York Life Investment Management LLC0$00.00%−11,938−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−9,739−100.0%Sold out
State of Wisconsin Investment Board0$00.00%−9,555−100.0%Sold out
Squarepoint Ops LLC0$00.00%−7,243−100.0%Sold out
Lazard Asset Management LLC0$00.00%−6,835−100.0%Sold out
SG Americas Securities, LLC0$00.00%−3,914−100.0%Sold out
New York State Teachers Retirement System0$00.00%−600−100.0%Sold out
First Horizon Advisors, Inc.0$00.00%−36−100.0%Sold out