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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 16 | $0 | 0.00% | −16−50.0% | Reduced |
| Huntington National Bank | 1 | $26 | 0.00% | −17−94.4% | Reduced |
| SBI Securities Co., Ltd. | 2 | $52 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5 | $131 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 11 | $289 | 0.00% | +7+175.0% | Added |
| Farther Finance Advisors, LLC | 12 | $314 | 0.00% | −3−20.0% | Reduced |
| True Wealth Design, LLC | 14 | $368 | 0.00% | +14 | New |
| Quadrant Capital Group LLC | 19 | $499 | 0.00% | +19 | New |
| Coldstream Capital Management Inc | 22 | $578 | 0.00% | +22 | New |
| Quest Partners LLC | 23 | $604 | 0.00% | +23 | New |
| SRS Capital Advisors, Inc. | 30 | $788 | 0.00% | −121−80.1% | Reduced |
| EverSource Wealth Advisors, LLC | 31 | $813 | 0.00% | +31 | New |
| Bartlett & Co. Wealth Management LLC | 34 | $896 | 0.00% | +34 | New |
| CWM, LLC | 53 | $1.00K | 0.00% | −9−14.5% | Reduced |
| Covestor Ltd | 21 | $1.00K | 0.00% | −1−4.5% | Reduced |
| Nisa Investment Advisors, LLC | 66 | $1.73K | 0.00% | +53+407.7% | Added |
| Macquarie Group Ltd | 75 | $1.97K | 0.00% | +75 | New |
| Sterling Capital Management LLC | 81 | $2.13K | 0.00% | −62−43.4% | Reduced |
| Federated Hermes, Inc. | 91 | $2.39K | 0.00% | −895−90.8% | Reduced |
| Russell Investments Group, Ltd. | 121 | $3.17K | 0.00% | 00.0% | Unchanged |
| 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 |
| Parallel Advisors, LLC | 214 | $5.62K | 0.00% | +214 | New |
| Amalgamated Bank | 264 | $7.00K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 274 | $7.19K | 0.00% | +227+483.0% | Added |
| WealthCollab, LLC | 336 | $8.82K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 423 | $11.1K | 0.00% | +218+106.3% | Added |
| BNP Paribas Arbitrage, SA | 437 | $11.5K | 0.00% | −407−48.2% | Reduced |
| Ameritas Investment Partners, Inc. | 475 | $12.5K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 477 | $13.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 595 | $15.6K | 0.01% | +595 | New |
| Asset Dedication, LLC | 705 | $18.5K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 826 | $21.7K | 0.00% | +826 | New |
| KLP Kapitalforvaltning AS | 1,400 | $36.9K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 1,844 | $48.4K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 3,335 | $87.5K | 0.00% | −49−1.4% | Reduced |
| Royal Bank of Canada | 3,517 | $93.0K | 0.00% | +2,700+330.5% | Added |
| Deutsche Bank AG | 3,886 | $102.0K | 0.00% | −551−12.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 4,043 | $106.1K | 0.00% | +156+4.0% | Added |
| SG Americas Securities, LLC | 4,193 | $110.0K | 0.00% | +362+9.4% | Added |
| MetLife Investment Management | 4,260 | $111.8K | 0.00% | −20.0% | Reduced |
| JPMorgan Chase & Co | 6,120 | $160.6K | 0.00% | −14,641−70.5% | Reduced |
| Legal & General Group Plc | 6,976 | $183.1K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 7,295 | $191.4K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 7,926 | $208.0K | 0.00% | +4,218+113.8% | Added |
| Citigroup Inc | 7,940 | $208.3K | 0.00% | +265+3.5% | Added |
| Alliancebernstein L.P. | 8,320 | $218.3K | 0.00% | +600+7.8% | Added |
| Barclays PLC | 8,672 | $227.6K | 0.00% | −3,428−28.3% | Reduced |
| Creative Planning | 8,775 | $230.3K | 0.00% | +8,775 | New |
| UBS Asset Management Americas Inc | 8,780 | $230.4K | 0.00% | −4,999−36.3% | Reduced |
| State of Wisconsin Investment Board | 9,283 | $243.6K | 0.00% | −1,900−17.0% | Reduced |
| Susquehanna International Group, LLP | 9,295 | $243.9K | 0.00% | +4,205+82.6% | Added |
| Envestnet Asset Management Inc | 9,389 | $246.4K | 0.00% | +247+2.7% | Added |
| Exchange Traded Concepts, LLC | 9,450 | $248.0K | 0.00% | +9,450 | New |
| Numerai GP LLC | 9,682 | $254.1K | 0.05% | +2,656+37.8% | Added |
| Pacific Ridge Capital Partners, LLC | 9,840 | $258.2K | 0.07% | −77−0.8% | Reduced |
| DekaBank Deutsche Girozentrale | 6,835 | $259.0K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 10,572 | $277.4K | 0.00% | +219+2.1% | Added |
| Federation des caisses Desjardins du Quebec | 11,843 | $310.8K | 0.00% | +425+3.7% | Added |
| STRS Ohio | 12,000 | $314.9K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 13,401 | $351.6K | 0.00% | +311+2.4% | Added |
| Invesco Ltd. | 13,943 | $365.9K | 0.00% | −82,111−85.5% | Reduced |
| Swiss National Bank | 15,600 | $409.3K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 19,208 | $503.0K | 0.00% | +7,527+64.4% | Added |
| UBS Group AG | 24,510 | $643.1K | 0.00% | +7,892+47.5% | Added |
| Nuveen, LLC | 26,733 | $701.5K | 0.00% | +26,733 | New |
| Goldman Sachs Group Inc | 29,946 | $785.8K | 0.00% | −7,543−20.1% | Reduced |
| AQR Capital Management LLC | 30,084 | $789.4K | 0.00% | +30,084 | New |
| Victory Capital Management Inc | 32,147 | $843.5K | 0.00% | −5,600−14.8% | Reduced |
| New York State Common Retirement Fund | 33,657 | $883.2K | 0.00% | +2,500+8.0% | Added |
| Anchor Capital Advisors LLC | 49,246 | $1.29M | 0.04% | +15,141+44.4% | Added |
| Charles Schwab Investment Management Inc | 56,904 | $1.49M | 0.00% | −1,260−2.2% | Reduced |
| Royce & Associates LP | 70,240 | $1.84M | 0.02% | −103,682−59.6% | Reduced |
| Morgan Stanley | 72,564 | $1.90M | 0.00% | −8,254−10.2% | Reduced |
| Northern Trust Corp | 86,274 | $2.26M | 0.00% | −3,025−3.4% | Reduced |
| First Trust Advisors LP | 89,620 | $2.35M | 0.00% | −6,961−7.2% | Reduced |
| Bank of New York Mellon Corp | 91,872 | $2.41M | 0.00% | −2,040−2.2% | Reduced |
| LSV Asset Management | 94,493 | $2.48M | 0.01% | −143,810−60.3% | Reduced |
| Denali Advisors LLC | 101,001 | $2.65M | 0.30% | +8,752+9.5% | Added |
| Empowered Funds, LLC | 108,268 | $2.84M | 0.04% | +5,136+5.0% | Added |
| State Street Corp | 147,897 | $3.90M | 0.00% | −1,310−0.9% | Reduced |
| Geode Capital Management, LLC | 185,374 | $4.87M | 0.00% | +5,653+3.1% | Added |
| Bridgeway Capital Management, LLC | 217,277 | $5.70M | 0.14% | +2,956+1.4% | Added |
| American Century Companies Inc | 248,737 | $6.53M | 0.00% | +17,120+7.4% | Added |
| Vanguard Group Inc | 397,012 | $10.4M | 0.00% | +1,212+0.3% | Added |
| BlackRock, Inc. | 538,531 | $14.1M | 0.00% | −8,109−1.5% | Reduced |
| Dimensional Fund Advisors LP | 852,041 | $22.4M | 0.01% | −3,171−0.4% | Reduced |
| FMR LLC | 3,512,857 | $92.2M | 0.01% | +588,460+20.1% | Added |
| 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 |