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 2025
Institutional positions in Universal Logistics Holdings, Inc. as of Sep 30, 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
- 76
- +2 vs. Q2 2025
- Shares held
- 7.59M
- −133.8K (−1.7%) vs. Q2 2025
- Total value
- $178.1M
- −$18.1M (−9.2%) vs. Q2 2025
- New holders
- 8
- 19 more added
- Sold out
- 6
- 30 more reduced
Compare with Q2 2025: 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 2025
Shares, value and share of portfolio for each institution holding Universal Logistics Holdings, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 1 | $23 | 0.00% | +1 | Added |
| Huntington National Bank | 1 | $23 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1 | $24 | 0.00% | +1 | New |
| True Wealth Design, LLC | 2 | $47 | 0.00% | −1−33.3% | Reduced |
| SBI Securities Co., Ltd. | 2 | $47 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 3 | $70 | 0.00% | +3 | New |
| The PNC Financial Services Group, Inc. | 4 | $94 | 0.00% | −26−86.7% | Reduced |
| Rothschild Investment LLC | 10 | $234 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 39 | $915 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 44 | $1.00K | 0.00% | +42+2,100.0% | Added |
| GAMMA Investing LLC | 70 | $1.64K | 0.00% | +10+16.7% | Added |
| Optiver Holding B.V. | 90 | $2.11K | 0.00% | +90 | New |
| EverSource Wealth Advisors, LLC | 98 | $2.30K | 0.00% | −9−8.4% | Reduced |
| Farther Finance Advisors, LLC | 137 | $3.21K | 0.00% | +137 | New |
| CWM, LLC | 163 | $4.00K | 0.00% | +56+52.3% | Added |
| SRS Capital Advisors, Inc. | 196 | $4.59K | 0.00% | +196 | New |
| Amalgamated Bank | 264 | $6.00K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 278 | $7.00K | 0.00% | +59+26.9% | Added |
| WealthCollab, LLC | 336 | $7.88K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 466 | $10.9K | 0.00% | +284+156.0% | Added |
| Great West Life Assurance Co | 477 | $11.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 475 | $11.1K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 503 | $11.8K | 0.00% | −1,627−76.4% | Reduced |
| Russell Investments Group, Ltd. | 632 | $14.8K | 0.00% | +560+777.8% | Added |
| Asset Dedication, LLC | 705 | $16.5K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 1,353 | $31.0K | 0.00% | +1,353 | New |
| KLP Kapitalforvaltning AS | 1,400 | $32.9K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,428 | $33.5K | 0.00% | +722+102.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 1,844 | $43.2K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 2,818 | $66.1K | 0.00% | −471−14.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 3,140 | $73.6K | 0.00% | −747−19.2% | Reduced |
| MetLife Investment Management | 4,260 | $99.9K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 4,363 | $102.3K | 0.01% | +4,363 | New |
| Deutsche Bank AG | 4,902 | $114.9K | 0.00% | +1,016+26.1% | Added |
| Wells Fargo & Company | 5,183 | $121.5K | 0.00% | +847+19.5% | Added |
| Citigroup Inc | 5,419 | $127.0K | 0.00% | −1,959−26.6% | Reduced |
| Legal & General Group Plc | 7,019 | $164.5K | 0.00% | −6,495−48.1% | Reduced |
| California State Teachers Retirement System | 7,224 | $169.3K | 0.00% | +422+6.2% | Added |
| Envestnet Asset Management Inc | 8,955 | $209.9K | 0.00% | −478−5.1% | Reduced |
| Barclays PLC | 9,538 | $223.6K | 0.00% | −3,426−26.4% | Reduced |
| Goldman Sachs Group Inc | 9,876 | $231.5K | 0.00% | −265−2.6% | Reduced |
| Rhumbline Advisers | 10,169 | $238.4K | 0.00% | +61+0.6% | Added |
| Alliancebernstein L.P. | 10,220 | $239.6K | 0.00% | +700+7.4% | Added |
| Royal Bank of Canada | 10,287 | $242.0K | 0.00% | −20,002−66.0% | Reduced |
| State of Wisconsin Investment Board | 11,150 | $261.4K | 0.00% | −8,100−42.1% | Reduced |
| Invesco Ltd. | 12,142 | $284.6K | 0.00% | −707−5.5% | Reduced |
| UBS Asset Management Americas Inc | 12,543 | $294.0K | 0.00% | −4,082−24.6% | Reduced |
| Jane Street Group, LLC | 12,609 | $295.6K | 0.00% | +12,609 | New |
| UBS Group AG | 12,685 | $297.3K | 0.00% | −20,254−61.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 12,738 | $298.6K | 0.00% | −450−3.4% | Reduced |
| STRS Ohio | 12,900 | $302.4K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 13,743 | $322.1K | 0.00% | +655+5.0% | Added |
| DekaBank Deutsche Girozentrale | 6,835 | $339.0K | 0.00% | 00.0% | Unchanged |
| Pacific Ridge Capital Partners, LLC | 15,480 | $362.9K | 0.08% | 00.0% | Unchanged |
| Swiss National Bank | 15,600 | $365.7K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 20,337 | $476.7K | 0.00% | −232−1.1% | Reduced |
| Nuveen, LLC | 20,436 | $479.0K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 27,857 | $653.0K | 0.00% | −5,800−17.2% | Reduced |
| Anchor Capital Advisors LLC | 49,506 | $1.16M | 0.03% | +875+1.8% | Added |
| Morgan Stanley | 57,107 | $1.34M | 0.00% | −9,849−14.7% | Reduced |
| Charles Schwab Investment Management Inc | 58,982 | $1.38M | 0.00% | +1,970+3.5% | Added |
| Royce & Associates LP | 70,240 | $1.65M | 0.02% | 00.0% | Unchanged |
| Northern Trust Corp | 79,728 | $1.87M | 0.00% | −2,762−3.3% | Reduced |
| Bank of New York Mellon Corp | 89,322 | $2.09M | 0.00% | −4,414−4.7% | Reduced |
| Denali Advisors LLC | 93,011 | $2.18M | 0.25% | −8,213−8.1% | Reduced |
| Empowered Funds, LLC | 95,803 | $2.25M | 0.02% | −3,566−3.6% | Reduced |
| First Trust Advisors LP | 136,107 | $3.19M | 0.00% | +6,854+5.3% | Added |
| State Street Corp | 150,805 | $3.55M | 0.00% | +1,055+0.7% | Added |
| Bridgeway Capital Management, LLC | 175,112 | $4.10M | 0.09% | −3,566−2.0% | Reduced |
| Geode Capital Management, LLC | 192,681 | $4.52M | 0.00% | −732−0.4% | Reduced |
| American Century Companies Inc | 279,497 | $6.55M | 0.00% | +16,900+6.4% | Added |
| Vanguard Group Inc | 395,532 | $9.27M | 0.00% | −297−0.1% | Reduced |
| BlackRock, Inc. | 508,966 | $11.9M | 0.00% | −7,403−1.4% | Reduced |
| Dimensional Fund Advisors LP | 884,912 | $20.7M | 0.00% | −934−0.1% | Reduced |
| FMR LLC | 3,949,438 | $92.6M | 0.00% | −5420.0% | Reduced |
| LSV Asset Management | 0 | $0 | 0.00% | −34,697−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −20,962−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −8,096−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −4,382−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −16−100.0% | Sold out |