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 |
|---|---|---|---|---|---|
| SBI Securities Co., Ltd. | 2 | $92 | 0.00% | +2 | New |
| Advisor Group Holdings, Inc. | 4 | $184 | 0.00% | −1,002−99.6% | Reduced |
| Rothschild Investment LLC | 5 | $230 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 13 | $599 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 15 | $689 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 18 | $827 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 47 | $2.16K | 0.00% | +37+370.0% | Added |
| CWM, LLC | 62 | $3.00K | 0.00% | +28+82.4% | Added |
| Russell Investments Group, Ltd. | 121 | $5.56K | 0.00% | −38,711−99.7% | Reduced |
| Sterling Capital Management LLC | 143 | $6.57K | 0.00% | +127+793.8% | Added |
| SRS Capital Advisors, Inc. | 151 | $6.94K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 205 | $9.42K | 0.00% | −2,811−93.2% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 214 | $10.0K | 0.00% | −50−18.9% | Reduced |
| Amalgamated Bank | 264 | $12.0K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 336 | $15.4K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 475 | $21.8K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 477 | $22.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 705 | $32.4K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 817 | $38.0K | 0.00% | −920−53.0% | Reduced |
| BNP Paribas Arbitrage, SA | 844 | $38.8K | 0.00% | −1,035−55.1% | Reduced |
| Federated Hermes, Inc. | 986 | $45.3K | 0.00% | −192−16.3% | Reduced |
| KLP Kapitalforvaltning AS | 1,400 | $64.4K | 0.00% | +1,400 | New |
| Police & Firemen's Retirement System of New Jersey | 1,844 | $84.7K | 0.00% | +1,844 | New |
| Corebridge Financial, Inc. | 3,384 | $155.5K | 0.00% | −256−7.0% | Reduced |
| Wells Fargo & Company | 3,708 | $170.3K | 0.00% | +877+31.0% | Added |
| SG Americas Securities, LLC | 3,831 | $176.0K | 0.00% | +516+15.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 3,887 | $178.6K | 0.00% | +152+4.1% | Added |
| MetLife Investment Management | 4,262 | $195.8K | 0.00% | +88+2.1% | Added |
| Deutsche Bank AG | 4,437 | $203.8K | 0.00% | −42−0.9% | Reduced |
| D. E. Shaw & Co., Inc. | 4,453 | $204.6K | 0.00% | −4,866−52.2% | Reduced |
| Columbia Asset Management | 4,734 | $217.5K | 0.04% | 00.0% | Unchanged |
| XTX Topco Ltd | 4,755 | $218.4K | 0.02% | +4,755 | New |
| Two Sigma Advisers, LP | 4,800 | $220.5K | 0.00% | −2,500−34.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 4,895 | $224.9K | 0.00% | −1,104−18.4% | Reduced |
| Susquehanna International Group, LLP | 5,090 | $233.8K | 0.00% | +5,090 | New |
| Commonwealth Equity Services, LLC | 6,376 | $293.0K | 0.00% | +6,376 | New |
| DekaBank Deutsche Girozentrale | 6,835 | $299.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 6,976 | $320.5K | 0.00% | +2,235+47.1% | Added |
| Numerai GP LLC | 7,026 | $322.8K | 0.09% | −4,635−39.7% | Reduced |
| California State Teachers Retirement System | 7,295 | $335.1K | 0.00% | −90−1.2% | Reduced |
| Citigroup Inc | 7,675 | $352.6K | 0.00% | +1,121+17.1% | Added |
| Alliancebernstein L.P. | 7,720 | $354.7K | 0.00% | −850−9.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 7,856 | $360.9K | 0.00% | −437−5.3% | Reduced |
| Envestnet Asset Management Inc | 9,142 | $420.0K | 0.00% | +2,111+30.0% | Added |
| Pacific Ridge Capital Partners, LLC | 9,917 | $455.6K | 0.10% | 00.0% | Unchanged |
| Rhumbline Advisers | 10,353 | $475.6K | 0.00% | +470+4.8% | Added |
| State of Wisconsin Investment Board | 11,183 | $513.7K | 0.00% | −900−7.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 11,418 | $524.5K | 0.00% | −380−3.2% | Reduced |
| Lazard Asset Management LLC | 11,681 | $535.0K | 0.00% | −4,097−26.0% | Reduced |
| STRS Ohio | 12,000 | $551.3K | 0.00% | −400−3.2% | Reduced |
| Barclays PLC | 12,100 | $555.9K | 0.00% | +1,148+10.5% | Added |
| Bank of America Corp | 13,090 | $601.4K | 0.00% | +747+6.1% | Added |
| UBS Asset Management Americas Inc | 13,779 | $633.0K | 0.00% | +2,011+17.1% | Added |
| Swiss National Bank | 15,600 | $716.7K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 16,618 | $763.4K | 0.00% | +10,254+161.1% | Added |
| JPMorgan Chase & Co | 20,761 | $953.8K | 0.00% | +2,907+16.3% | Added |
| Nuveen Asset Management, LLC | 23,029 | $1.06M | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 31,157 | $1.43M | 0.00% | +2,109+7.3% | Added |
| Anchor Capital Advisors LLC | 34,105 | $1.57M | 0.04% | +7,570+28.5% | Added |
| Goldman Sachs Group Inc | 37,489 | $1.72M | 0.00% | +10,746+40.2% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 37,746 | $1.73M | 0.00% | +37,746 | New |
| Victory Capital Management Inc | 37,747 | $1.73M | 0.00% | +183+0.5% | Added |
| Brandywine Global Investment Management, LLC | 45,293 | $2.08M | 0.02% | −2,110−4.5% | Reduced |
| Charles Schwab Investment Management Inc | 58,164 | $2.67M | 0.00% | +1,040+1.8% | Added |
| Oberweis Asset Management Inc | 70,500 | $3.24M | 0.15% | +1,500+2.2% | Added |
| Morgan Stanley | 80,818 | $3.71M | 0.00% | −23,331−22.4% | Reduced |
| Northern Trust Corp | 89,299 | $4.10M | 0.00% | +4,647+5.5% | Added |
| Denali Advisors LLC | 92,249 | $4.24M | 0.44% | +8,418+10.0% | Added |
| Bank of New York Mellon Corp | 93,912 | $4.31M | 0.00% | −56,690−37.6% | Reduced |
| Invesco Ltd. | 96,054 | $4.41M | 0.00% | +81,304+551.2% | Added |
| First Trust Advisors LP | 96,581 | $4.44M | 0.00% | +96,581 | New |
| Empowered Funds, LLC | 103,132 | $4.74M | 0.07% | +4,977+5.1% | Added |
| State Street Corp | 149,207 | $6.87M | 0.00% | +1,956+1.3% | Added |
| Royce & Associates LP | 173,922 | $7.99M | 0.07% | −27,171−13.5% | Reduced |
| Geode Capital Management, LLC | 179,721 | $8.26M | 0.00% | −3,653−2.0% | Reduced |
| Bridgeway Capital Management, LLC | 214,321 | $9.85M | 0.22% | +977+0.5% | Added |
| American Century Companies Inc | 231,617 | $10.6M | 0.01% | +21,516+10.2% | Added |
| LSV Asset Management | 238,303 | $10.9M | 0.03% | −86,636−26.7% | Reduced |
| Vanguard Group Inc | 395,800 | $18.2M | 0.00% | −7,951−2.0% | Reduced |
| BlackRock, Inc. | 546,640 | $25.1M | 0.00% | −4,070−0.7% | Reduced |
| Dimensional Fund Advisors LP | 855,212 | $39.3M | 0.01% | +8,578+1.0% | Added |
| FMR LLC | 2,924,397 | $134.3M | 0.01% | +386,538+15.2% | Added |
| 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 |