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 2024
Institutional positions in Universal Logistics Holdings, Inc. as of Sep 30, 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
- 91
- +2 vs. Q2 2024
- Shares held
- 6.88M
- +556.5K (+8.8%) vs. Q2 2024
- Total value
- $296.9M
- +$40.0M (+15.6%) vs. Q2 2024
- New holders
- 13
- 35 more added
- Sold out
- 11
- 25 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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 2024
Shares, value and share of portfolio for each institution holding Universal Logistics Holdings, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rothschild Investment LLC | 5 | $216 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 10 | $431 | 0.00% | −1−9.1% | Reduced |
| Nisa Investment Advisors, LLC | 13 | $561 | 0.00% | −11−45.8% | Reduced |
| Farther Finance Advisors, LLC | 15 | $647 | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 16 | $690 | 0.00% | +16 | New |
| Huntington National Bank | 18 | $776 | 0.00% | +17+1,700.0% | Added |
| CWM, LLC | 34 | $1.00K | 0.00% | −125−78.6% | Reduced |
| Covestor Ltd | 22 | $1.00K | 0.00% | −15−40.5% | Reduced |
| Capital Advisors, Ltd. LLC | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 30 | $1.29K | 0.00% | +30 | New |
| Aster Capital Management (DIFC) Ltd | 39 | $1.68K | 0.00% | +39 | New |
| Macquarie Group Ltd | 61 | $2.63K | 0.00% | +61 | New |
| SRS Capital Advisors, Inc. | 151 | $6.51K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 264 | $11.0K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 264 | $11.0K | 0.00% | −17−6.0% | Reduced |
| WealthCollab, LLC | 336 | $14.5K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 475 | $20.5K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 477 | $21.0K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 600 | $25.9K | 0.01% | +600 | New |
| Asset Dedication, LLC | 705 | $30.4K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,006 | $43.4K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,178 | $50.8K | 0.00% | +481+69.0% | Added |
| State of Wyoming | 1,214 | $52.3K | 0.01% | −737−37.8% | Reduced |
| Royal Bank of Canada | 1,737 | $75.0K | 0.00% | +1,097+171.4% | Added |
| BNP Paribas Arbitrage, SA | 1,879 | $81.0K | 0.00% | +33+1.8% | Added |
| Wells Fargo & Company | 2,831 | $122.0K | 0.00% | +126+4.7% | Added |
| Tower Research Capital LLC (TRC) | 3,016 | $130.0K | 0.00% | +1,597+112.5% | Added |
| SG Americas Securities, LLC | 3,315 | $143.0K | 0.00% | +3,315 | New |
| Corebridge Financial, Inc. | 3,640 | $156.9K | 0.00% | −22−0.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 3,735 | $161.0K | 0.00% | +481+14.8% | Added |
| MetLife Investment Management | 4,174 | $179.9K | 0.00% | −163−3.8% | Reduced |
| Deutsche Bank AG | 4,479 | $193.1K | 0.00% | +1,237+38.2% | Added |
| Columbia Asset Management | 4,734 | $204.0K | 0.04% | +4,734 | New |
| Legal & General Group Plc | 4,741 | $204.4K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 4,892 | $210.9K | 0.00% | +4,892 | New |
| Teacher Retirement System of Texas | 5,276 | $227.0K | 0.00% | +5,276 | New |
| Algert Global LLC | 6,046 | $260.6K | 0.01% | +6,046 | New |
| O'Shaughnessy Asset Management, LLC | 5,999 | $268.5K | 0.00% | −807−11.9% | Reduced |
| UBS Group AG | 6,364 | $274.4K | 0.00% | −185−2.8% | Reduced |
| Citigroup Inc | 6,554 | $282.5K | 0.00% | +3,610+122.6% | Added |
| PDT Partners, LLC | 6,980 | $300.9K | 0.03% | +6,980 | New |
| Envestnet Asset Management Inc | 7,031 | $303.1K | 0.00% | +41+0.6% | Added |
| DekaBank Deutsche Girozentrale | 6,835 | $313.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 7,300 | $314.7K | 0.00% | −2,100−22.3% | Reduced |
| California State Teachers Retirement System | 7,385 | $318.4K | 0.00% | −232−3.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 8,293 | $357.5K | 0.00% | +8,293 | New |
| Alliancebernstein L.P. | 8,570 | $369.5K | 0.00% | −24,880−74.4% | Reduced |
| Jane Street Group, LLC | 9,276 | $399.9K | 0.00% | +1,783+23.8% | Added |
| D. E. Shaw & Co., Inc. | 9,319 | $401.7K | 0.00% | +3,283+54.4% | Added |
| Rhumbline Advisers | 9,883 | $426.0K | 0.00% | −403−3.9% | Reduced |
| Pacific Ridge Capital Partners, LLC | 9,917 | $427.5K | 0.10% | −3,380−25.4% | Reduced |
| Verdad Advisers, LP | 10,000 | $431.1K | 0.58% | −2,500−20.0% | Reduced |
| Renaissance Technologies LLC | 10,700 | $461.3K | 0.00% | −13,200−55.2% | Reduced |
| Barclays PLC | 10,952 | $472.1K | 0.00% | +8,461+339.7% | Added |
| Numerai GP LLC | 11,661 | $502.7K | 0.13% | −1,787−13.3% | Reduced |
| UBS Asset Management Americas Inc | 11,768 | $507.3K | 0.00% | −1,094−8.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 11,798 | $508.6K | 0.00% | +707+6.4% | Added |
| State of Wisconsin Investment Board | 12,083 | $520.9K | 0.00% | +6,979+136.7% | Added |
| Bank of America Corp | 12,343 | $532.1K | 0.00% | +3,905+46.3% | Added |
| AQR Capital Management LLC | 12,368 | $533.2K | 0.00% | −1,635−11.7% | Reduced |
| STRS Ohio | 12,400 | $534.6K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 14,750 | $635.9K | 0.00% | −88,580−85.7% | Reduced |
| Swiss National Bank | 15,600 | $672.5K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 15,778 | $679.0K | 0.00% | −270−1.7% | Reduced |
| Boston Partners | 16,497 | $711.2K | 0.00% | +1,492+9.9% | Added |
| JPMorgan Chase & Co | 17,854 | $769.7K | 0.00% | +9,966+126.3% | Added |
| Martingale Asset Management L P | 19,703 | $849.4K | 0.02% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 23,029 | $992.8K | 0.00% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 26,535 | $1.14M | 0.03% | +132+0.5% | Added |
| Goldman Sachs Group Inc | 26,743 | $1.15M | 0.00% | +12,588+88.9% | Added |
| New York State Common Retirement Fund | 29,048 | $1.25M | 0.00% | +391+1.4% | Added |
| Victory Capital Management Inc | 37,564 | $1.62M | 0.00% | +643+1.7% | Added |
| Russell Investments Group, Ltd. | 38,832 | $1.67M | 0.00% | +1,623+4.4% | Added |
| Brandywine Global Investment Management, LLC | 47,403 | $2.12M | 0.01% | −1,400−2.9% | Reduced |
| Charles Schwab Investment Management Inc | 57,124 | $2.46M | 0.00% | +1,864+3.4% | Added |
| Oberweis Asset Management Inc | 69,000 | $2.97M | 0.15% | +6,800+10.9% | Added |
| Denali Advisors LLC | 83,831 | $3.61M | 0.39% | 00.0% | Unchanged |
| Northern Trust Corp | 84,652 | $3.65M | 0.00% | +7,588+9.8% | Added |
| Empowered Funds, LLC | 98,155 | $4.23M | 0.07% | +4,958+5.3% | Added |
| Morgan Stanley | 104,149 | $4.49M | 0.00% | +8,639+9.0% | Added |
| State Street Corp | 147,251 | $6.36M | 0.00% | +911+0.6% | Added |
| Bank of New York Mellon Corp | 150,602 | $6.49M | 0.00% | −1,218−0.8% | Reduced |
| Geode Capital Management, LLC | 183,374 | $7.91M | 0.00% | +4,130+2.3% | Added |
| Royce & Associates LP | 201,093 | $8.67M | 0.08% | 00.0% | Unchanged |
| American Century Companies Inc | 210,101 | $9.06M | 0.01% | +39,461+23.1% | Added |
| Bridgeway Capital Management, LLC | 213,344 | $9.20M | 0.20% | +4,958+2.4% | Added |
| LSV Asset Management | 324,939 | $14.0M | 0.03% | −56,826−14.9% | Reduced |
| Vanguard Group Inc | 403,751 | $17.4M | 0.00% | +6,326+1.6% | Added |
| BlackRock, Inc. | 550,710 | $23.7M | 0.00% | +550,710 | New |
| Dimensional Fund Advisors LP | 846,634 | $36.5M | 0.01% | +18,965+2.3% | Added |
| FMR LLC | 2,537,859 | $109.4M | 0.01% | +100,563+4.1% | Added |
| Globeflex Capital L P | 0 | $0 | 0.00% | −46,615−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −14,814−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −13,109−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −8,184−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −6,589−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −6,196−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −1,292−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −1,177−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −600−100.0% | Sold out |