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 2025
Institutional positions in Universal Logistics Holdings, Inc. as of Mar 31, 2025. 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
- 88
- +5 vs. Q4 2024
- Shares held
- 7.36M
- +160.8K (+2.2%) vs. Q4 2024
- Total value
- $193.3M
- −$137.5M (−41.6%) vs. Q4 2024
- New holders
- 15
- 27 more added
- Sold out
- 10
- 31 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Universal Logistics Holdings, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 3,512,857 | $92.2M | 0.01% | +588,460+20.1% | Added |
| Dimensional Fund Advisors LP | 852,041 | $22.4M | 0.01% | −3,171−0.4% | Reduced |
| BlackRock, Inc. | 538,531 | $14.1M | 0.00% | −8,109−1.5% | Reduced |
| Vanguard Group Inc | 397,012 | $10.4M | 0.00% | +1,212+0.3% | Added |
| American Century Companies Inc | 248,737 | $6.53M | 0.00% | +17,120+7.4% | Added |
| Bridgeway Capital Management, LLC | 217,277 | $5.70M | 0.14% | +2,956+1.4% | Added |
| Geode Capital Management, LLC | 185,374 | $4.87M | 0.00% | +5,653+3.1% | Added |
| State Street Corp | 147,897 | $3.90M | 0.00% | −1,310−0.9% | Reduced |
| Empowered Funds, LLC | 108,268 | $2.84M | 0.04% | +5,136+5.0% | Added |
| Denali Advisors LLC | 101,001 | $2.65M | 0.30% | +8,752+9.5% | Added |
| LSV Asset Management | 94,493 | $2.48M | 0.01% | −143,810−60.3% | Reduced |
| Bank of New York Mellon Corp | 91,872 | $2.41M | 0.00% | −2,040−2.2% | Reduced |
| First Trust Advisors LP | 89,620 | $2.35M | 0.00% | −6,961−7.2% | Reduced |
| Northern Trust Corp | 86,274 | $2.26M | 0.00% | −3,025−3.4% | Reduced |
| Morgan Stanley | 72,564 | $1.90M | 0.00% | −8,254−10.2% | Reduced |
| Royce & Associates LP | 70,240 | $1.84M | 0.02% | −103,682−59.6% | Reduced |
| Charles Schwab Investment Management Inc | 56,904 | $1.49M | 0.00% | −1,260−2.2% | Reduced |
| Anchor Capital Advisors LLC | 49,246 | $1.29M | 0.04% | +15,141+44.4% | Added |
| New York State Common Retirement Fund | 33,657 | $883.2K | 0.00% | +2,500+8.0% | Added |
| Victory Capital Management Inc | 32,147 | $843.5K | 0.00% | −5,600−14.8% | Reduced |
| AQR Capital Management LLC | 30,084 | $789.4K | 0.00% | +30,084 | New |
| Goldman Sachs Group Inc | 29,946 | $785.8K | 0.00% | −7,543−20.1% | Reduced |
| Nuveen, LLC | 26,733 | $701.5K | 0.00% | +26,733 | New |
| UBS Group AG | 24,510 | $643.1K | 0.00% | +7,892+47.5% | Added |
| Lazard Asset Management LLC | 19,208 | $503.0K | 0.00% | +7,527+64.4% | Added |
| Swiss National Bank | 15,600 | $409.3K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 13,943 | $365.9K | 0.00% | −82,111−85.5% | Reduced |
| Bank of America Corp | 13,401 | $351.6K | 0.00% | +311+2.4% | Added |
| STRS Ohio | 12,000 | $314.9K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 11,843 | $310.8K | 0.00% | +425+3.7% | Added |
| Rhumbline Advisers | 10,572 | $277.4K | 0.00% | +219+2.1% | Added |
| DekaBank Deutsche Girozentrale | 6,835 | $259.0K | 0.00% | 00.0% | Unchanged |
| Pacific Ridge Capital Partners, LLC | 9,840 | $258.2K | 0.07% | −77−0.8% | Reduced |
| Numerai GP LLC | 9,682 | $254.1K | 0.05% | +2,656+37.8% | Added |
| Exchange Traded Concepts, LLC | 9,450 | $248.0K | 0.00% | +9,450 | New |
| Envestnet Asset Management Inc | 9,389 | $246.4K | 0.00% | +247+2.7% | Added |
| Susquehanna International Group, LLP | 9,295 | $243.9K | 0.00% | +4,205+82.6% | Added |
| State of Wisconsin Investment Board | 9,283 | $243.6K | 0.00% | −1,900−17.0% | Reduced |
| UBS Asset Management Americas Inc | 8,780 | $230.4K | 0.00% | −4,999−36.3% | Reduced |
| Creative Planning | 8,775 | $230.3K | 0.00% | +8,775 | New |
| Barclays PLC | 8,672 | $227.6K | 0.00% | −3,428−28.3% | Reduced |
| Alliancebernstein L.P. | 8,320 | $218.3K | 0.00% | +600+7.8% | Added |
| Citigroup Inc | 7,940 | $208.3K | 0.00% | +265+3.5% | Added |
| Wells Fargo & Company | 7,926 | $208.0K | 0.00% | +4,218+113.8% | Added |
| California State Teachers Retirement System | 7,295 | $191.4K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 6,976 | $183.1K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 6,120 | $160.6K | 0.00% | −14,641−70.5% | Reduced |
| MetLife Investment Management | 4,260 | $111.8K | 0.00% | −20.0% | Reduced |
| SG Americas Securities, LLC | 4,193 | $110.0K | 0.00% | +362+9.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 4,043 | $106.1K | 0.00% | +156+4.0% | Added |
| Deutsche Bank AG | 3,886 | $102.0K | 0.00% | −551−12.4% | Reduced |
| Royal Bank of Canada | 3,517 | $93.0K | 0.00% | +2,700+330.5% | Added |
| Corebridge Financial, Inc. | 3,335 | $87.5K | 0.00% | −49−1.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 1,844 | $48.4K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 1,400 | $36.9K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 826 | $21.7K | 0.00% | +826 | New |
| Asset Dedication, LLC | 705 | $18.5K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 595 | $15.6K | 0.01% | +595 | New |
| Great West Life Assurance Co | 477 | $13.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 475 | $12.5K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 437 | $11.5K | 0.00% | −407−48.2% | Reduced |
| Tower Research Capital LLC (TRC) | 423 | $11.1K | 0.00% | +218+106.3% | Added |
| WealthCollab, LLC | 336 | $8.82K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 274 | $7.19K | 0.00% | +227+483.0% | Added |
| Amalgamated Bank | 264 | $7.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 214 | $5.62K | 0.00% | +214 | New |
| Harel Insurance Investments & Financial Services Ltd. | 177 | $5.00K | 0.00% | −37−17.3% | Reduced |
| Harbor Capital Advisors, Inc. | 186 | $5.00K | 0.00% | +186 | New |
| Russell Investments Group, Ltd. | 121 | $3.17K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 91 | $2.39K | 0.00% | −895−90.8% | Reduced |
| Sterling Capital Management LLC | 81 | $2.13K | 0.00% | −62−43.4% | Reduced |
| Macquarie Group Ltd | 75 | $1.97K | 0.00% | +75 | New |
| Nisa Investment Advisors, LLC | 66 | $1.73K | 0.00% | +53+407.7% | Added |
| CWM, LLC | 53 | $1.00K | 0.00% | −9−14.5% | Reduced |
| Covestor Ltd | 21 | $1.00K | 0.00% | −1−4.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 34 | $896 | 0.00% | +34 | New |
| EverSource Wealth Advisors, LLC | 31 | $813 | 0.00% | +31 | New |
| SRS Capital Advisors, Inc. | 30 | $788 | 0.00% | −121−80.1% | Reduced |
| Quest Partners LLC | 23 | $604 | 0.00% | +23 | New |
| Coldstream Capital Management Inc | 22 | $578 | 0.00% | +22 | New |
| Quadrant Capital Group LLC | 19 | $499 | 0.00% | +19 | New |
| True Wealth Design, LLC | 14 | $368 | 0.00% | +14 | New |
| Farther Finance Advisors, LLC | 12 | $314 | 0.00% | −3−20.0% | Reduced |
| Advisor Group Holdings, Inc. | 11 | $289 | 0.00% | +7+175.0% | Added |
| Rothschild Investment LLC | 5 | $131 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 2 | $52 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $26 | 0.00% | −17−94.4% | Reduced |
| Capital Advisors, Ltd. LLC | 16 | $0 | 0.00% | −16−50.0% | Reduced |
| Oberweis Asset Management Inc | 0 | $0 | 0.00% | −70,500−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −45,293−100.0% | Sold out |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0 | $0 | 0.00% | −37,746−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −7,856−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −6,376−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −4,895−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −4,800−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −4,755−100.0% | Sold out |
| Columbia Asset Management | 0 | $0 | 0.00% | −4,734−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −4,453−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |