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 2024
Institutional positions in Universal Logistics Holdings, Inc. as of Dec 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
- 84
- −6 vs. Q3 2024
- Shares held
- 7.22M
- +350.1K (+5.1%) vs. Q3 2024
- Total value
- $331.8M
- +$35.4M (+11.9%) vs. Q3 2024
- New holders
- 8
- 31 more added
- Sold out
- 14
- 28 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Universal Logistics Holdings, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 2,924,397 | $134.3M | 0.01% | +386,538+15.2% | Added |
| Dimensional Fund Advisors LP | 855,212 | $39.3M | 0.01% | +8,578+1.0% | Added |
| BlackRock, Inc. | 546,640 | $25.1M | 0.00% | −4,070−0.7% | Reduced |
| Vanguard Group Inc | 395,800 | $18.2M | 0.00% | −7,951−2.0% | Reduced |
| LSV Asset Management | 238,303 | $10.9M | 0.03% | −86,636−26.7% | Reduced |
| American Century Companies Inc | 231,617 | $10.6M | 0.01% | +21,516+10.2% | Added |
| Bridgeway Capital Management, LLC | 214,321 | $9.85M | 0.22% | +977+0.5% | Added |
| Geode Capital Management, LLC | 179,721 | $8.26M | 0.00% | −3,653−2.0% | Reduced |
| Royce & Associates LP | 173,922 | $7.99M | 0.07% | −27,171−13.5% | Reduced |
| State Street Corp | 149,207 | $6.87M | 0.00% | +1,956+1.3% | Added |
| Empowered Funds, LLC | 103,132 | $4.74M | 0.07% | +4,977+5.1% | Added |
| First Trust Advisors LP | 96,581 | $4.44M | 0.00% | +96,581 | New |
| Invesco Ltd. | 96,054 | $4.41M | 0.00% | +81,304+551.2% | Added |
| Bank of New York Mellon Corp | 93,912 | $4.31M | 0.00% | −56,690−37.6% | Reduced |
| Denali Advisors LLC | 92,249 | $4.24M | 0.44% | +8,418+10.0% | Added |
| Northern Trust Corp | 89,299 | $4.10M | 0.00% | +4,647+5.5% | Added |
| Morgan Stanley | 80,818 | $3.71M | 0.00% | −23,331−22.4% | Reduced |
| Oberweis Asset Management Inc | 70,500 | $3.24M | 0.15% | +1,500+2.2% | Added |
| Charles Schwab Investment Management Inc | 58,164 | $2.67M | 0.00% | +1,040+1.8% | Added |
| Brandywine Global Investment Management, LLC | 45,293 | $2.08M | 0.02% | −2,110−4.5% | Reduced |
| Victory Capital Management Inc | 37,747 | $1.73M | 0.00% | +183+0.5% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 37,746 | $1.73M | 0.00% | +37,746 | New |
| Goldman Sachs Group Inc | 37,489 | $1.72M | 0.00% | +10,746+40.2% | Added |
| Anchor Capital Advisors LLC | 34,105 | $1.57M | 0.04% | +7,570+28.5% | Added |
| New York State Common Retirement Fund | 31,157 | $1.43M | 0.00% | +2,109+7.3% | Added |
| Nuveen Asset Management, LLC | 23,029 | $1.06M | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 20,761 | $953.8K | 0.00% | +2,907+16.3% | Added |
| UBS Group AG | 16,618 | $763.4K | 0.00% | +10,254+161.1% | Added |
| Swiss National Bank | 15,600 | $716.7K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 13,779 | $633.0K | 0.00% | +2,011+17.1% | Added |
| Bank of America Corp | 13,090 | $601.4K | 0.00% | +747+6.1% | Added |
| Barclays PLC | 12,100 | $555.9K | 0.00% | +1,148+10.5% | Added |
| STRS Ohio | 12,000 | $551.3K | 0.00% | −400−3.2% | Reduced |
| Lazard Asset Management LLC | 11,681 | $535.0K | 0.00% | −4,097−26.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 11,418 | $524.5K | 0.00% | −380−3.2% | Reduced |
| State of Wisconsin Investment Board | 11,183 | $513.7K | 0.00% | −900−7.4% | Reduced |
| Rhumbline Advisers | 10,353 | $475.6K | 0.00% | +470+4.8% | Added |
| Pacific Ridge Capital Partners, LLC | 9,917 | $455.6K | 0.10% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 9,142 | $420.0K | 0.00% | +2,111+30.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 7,856 | $360.9K | 0.00% | −437−5.3% | Reduced |
| Alliancebernstein L.P. | 7,720 | $354.7K | 0.00% | −850−9.9% | Reduced |
| Citigroup Inc | 7,675 | $352.6K | 0.00% | +1,121+17.1% | Added |
| California State Teachers Retirement System | 7,295 | $335.1K | 0.00% | −90−1.2% | Reduced |
| Numerai GP LLC | 7,026 | $322.8K | 0.09% | −4,635−39.7% | Reduced |
| Legal & General Group Plc | 6,976 | $320.5K | 0.00% | +2,235+47.1% | Added |
| DekaBank Deutsche Girozentrale | 6,835 | $299.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 6,376 | $293.0K | 0.00% | +6,376 | New |
| Susquehanna International Group, LLP | 5,090 | $233.8K | 0.00% | +5,090 | New |
| O'Shaughnessy Asset Management, LLC | 4,895 | $224.9K | 0.00% | −1,104−18.4% | Reduced |
| Two Sigma Advisers, LP | 4,800 | $220.5K | 0.00% | −2,500−34.2% | Reduced |
| XTX Topco Ltd | 4,755 | $218.4K | 0.02% | +4,755 | New |
| Columbia Asset Management | 4,734 | $217.5K | 0.04% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 4,453 | $204.6K | 0.00% | −4,866−52.2% | Reduced |
| Deutsche Bank AG | 4,437 | $203.8K | 0.00% | −42−0.9% | Reduced |
| MetLife Investment Management | 4,262 | $195.8K | 0.00% | +88+2.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 3,887 | $178.6K | 0.00% | +152+4.1% | Added |
| SG Americas Securities, LLC | 3,831 | $176.0K | 0.00% | +516+15.6% | Added |
| Wells Fargo & Company | 3,708 | $170.3K | 0.00% | +877+31.0% | Added |
| Corebridge Financial, Inc. | 3,384 | $155.5K | 0.00% | −256−7.0% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 1,844 | $84.7K | 0.00% | +1,844 | New |
| KLP Kapitalforvaltning AS | 1,400 | $64.4K | 0.00% | +1,400 | New |
| Federated Hermes, Inc. | 986 | $45.3K | 0.00% | −192−16.3% | Reduced |
| BNP Paribas Arbitrage, SA | 844 | $38.8K | 0.00% | −1,035−55.1% | Reduced |
| Royal Bank of Canada | 817 | $38.0K | 0.00% | −920−53.0% | Reduced |
| Asset Dedication, LLC | 705 | $32.4K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 477 | $22.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 475 | $21.8K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 336 | $15.4K | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 264 | $12.0K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 214 | $10.0K | 0.00% | −50−18.9% | Reduced |
| Tower Research Capital LLC (TRC) | 205 | $9.42K | 0.00% | −2,811−93.2% | Reduced |
| SRS Capital Advisors, Inc. | 151 | $6.94K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 143 | $6.57K | 0.00% | +127+793.8% | Added |
| Russell Investments Group, Ltd. | 121 | $5.56K | 0.00% | −38,711−99.7% | Reduced |
| CWM, LLC | 62 | $3.00K | 0.00% | +28+82.4% | Added |
| GAMMA Investing LLC | 47 | $2.16K | 0.00% | +37+370.0% | Added |
| Capital Advisors, Ltd. LLC | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 18 | $827 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 15 | $689 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 13 | $599 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5 | $230 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4 | $184 | 0.00% | −1,002−99.6% | Reduced |
| SBI Securities Co., Ltd. | 2 | $92 | 0.00% | +2 | New |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −19,703−100.0% | Sold out |
| Boston Partners | 0 | $0 | 0.00% | −16,497−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −12,368−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −10,700−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −9,276−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −6,980−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −6,046−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −5,276−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −4,892−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −1,214−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −61−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Verdad Advisers, LP | – | – | – | – | Not filed |