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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 2025

Institutional positions in Universal Logistics Holdings, Inc. as of Dec 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
69
−7 vs. Q3 2025
Shares held
7.40M
−191.7K (−2.5%) vs. Q3 2025
Total value
$112.3M
−$65.8M (−37.0%) vs. Q3 2025
New holders
7
24 more added
Sold out
14
26 more reduced

Compare with Q3 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.

Institutional holdersQ4 2025: 69 institutions
Q1 2021: 81 institutionsQ2 2021: 78 institutionsQ3 2021: 72 institutionsQ4 2021: 63 institutionsQ1 2022: 61 institutionsQ2 2022: 80 institutionsQ3 2022: 96 institutionsQ4 2022: 111 institutionsQ1 2023: 97 institutionsQ2 2023: 88 institutionsQ3 2023: 85 institutionsQ4 2023: 79 institutionsQ1 2024: 77 institutionsQ2 2024: 90 institutionsQ3 2024: 91 institutionsQ4 2024: 84 institutionsQ1 2025: 88 institutionsQ2 2025: 74 institutionsQ3 2025: 76 institutionsQ4 2025: 69 institutionsQ1 2026: 70 institutionsQ2 2026: 73 institutions
Value heldQ4 2025: $112.3M
Q1 2021: $177.8MQ2 2021: $155.1MQ3 2021: $129.0MQ4 2021: $124.7MQ1 2022: $130.4MQ2 2022: $174.6MQ3 2022: $202.2MQ4 2022: $210.2MQ1 2023: $190.7MQ2 2023: $193.5MQ3 2023: $169.6MQ4 2023: $188.1MQ1 2024: $251.2MQ2 2024: $278.2MQ3 2024: $296.9MQ4 2024: $331.8MQ1 2025: $193.3MQ2 2025: $196.2MQ3 2025: $178.1MQ4 2025: $112.3MQ1 2026: $154.0MQ2 2026: $109.3M
Institutions holding ULH and their total value by quarter
QuarterHoldersValue
Q2 202673$109.3M
Q1 202670$154.0M
Q4 202569$112.3M
Q3 202576$178.1M
Q2 202574$196.2M
Q1 202588$193.3M
Q4 202484$331.8M
Q3 202491$296.9M
Q2 202490$278.2M
Q1 202477$251.2M
Q4 202379$188.1M
Q3 202385$169.6M
Q2 202388$193.5M
Q1 202397$190.7M
Q4 2022111$210.2M
Q3 202296$202.2M
Q2 202280$174.6M
Q1 202261$130.4M
Q4 202163$124.7M
Q3 202172$129.0M
Q2 202178$155.1M
Q1 202181$177.8M

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Universal Logistics Holdings, Inc.; share changes are against Q3 2025.

Institutions holding ULH in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Huntington National Bank1$150.00%00.0%Unchanged
IFP Advisors, Inc1$150.00%00.0%Unchanged
SBI Securities Co., Ltd.2$300.00%00.0%Unchanged
Farther Finance Advisors, LLC3$460.00%−134−97.8%Reduced
Allworth Financial LP5$760.00%+4+400.0%Added
Global Retirement Partners, LLC13$1970.00%+13New
The PNC Financial Services Group, Inc.31$4710.00%+27+675.0%Added
CWM, LLC64$1.00K0.00%−99−60.7%Reduced
Covestor Ltd44$1.00K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC70$1.06K0.00%−28−28.6%Reduced
Optiver Holding B.V.90$1.37K0.00%00.0%Unchanged
UBS Asset Management Americas Inc128$1.94K0.00%−12,415−99.0%Reduced
SRS Capital Advisors, Inc.191$2.90K0.00%−5−2.6%Reduced
Amalgamated Bank212$3.00K0.00%−52−19.7%Reduced
WealthCollab, LLC220$3.34K0.00%−116−34.5%Reduced
Private Wealth Management Group, LLC222$3.37K0.00%+222New
GAMMA Investing LLC267$4.06K0.00%+197+281.4%Added
Harbor Capital Advisors, Inc.343$5.00K0.00%+65+23.4%Added
Sterling Capital Management LLC390$5.92K0.00%−76−16.3%Reduced
California State Teachers Retirement System416$6.32K0.00%−6,808−94.2%Reduced
Ameritas Investment Partners, Inc.475$7.21K0.00%00.0%Unchanged
Legal & General Group Plc588$8.93K0.00%−6,431−91.6%Reduced
Versant Capital Management, Inc631$9.59K0.00%+631New
Russell Investments Group, Ltd.681$10.3K0.00%+49+7.8%Added
Asset Dedication, LLC705$10.7K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)735$11.2K0.00%+232+46.1%Added
BNP Paribas Arbitrage, SA1,554$23.6K0.00%+126+8.8%Added
Police & Firemen's Retirement System of New Jersey1,844$28.0K0.00%00.0%Unchanged
JPMorgan Chase & Co2,699$41.0K0.00%−119−4.2%Reduced
State of Alaska, Department of Revenue2,765$41.0K0.00%+1,412+104.4%Added
Mirae Asset Global ETFs Holdings Ltd.3,228$49.0K0.00%+88+2.8%Added
Deutsche Bank AG4,902$74.5K0.00%00.0%Unchanged
Citigroup Inc7,031$106.8K0.00%+1,612+29.7%Added
UBS Group AG7,114$108.1K0.00%−5,571−43.9%Reduced
Wells Fargo & Company7,579$115.1K0.00%+2,396+46.2%Added
Rhumbline Advisers8,990$136.6K0.00%−1,179−11.6%Reduced
Quest Partners LLC9,401$142.8K0.01%+5,038+115.5%Added
Federation des caisses Desjardins du Quebec9,565$145.3K0.00%−3,173−24.9%Reduced
Barclays PLC10,557$160.4K0.00%+1,019+10.7%Added
Invesco Ltd.10,581$160.7K0.00%−1,561−12.9%Reduced
State of Wisconsin Investment Board10,700$162.5K0.00%−450−4.0%Reduced
Alliancebernstein L.P.10,820$164.4K0.00%+600+5.9%Added
STRS Ohio12,900$196.0K0.00%00.0%Unchanged
Jane Street Group, LLC15,110$229.5K0.00%+2,501+19.8%Added
New York State Common Retirement Fund17,157$260.6K0.00%−10,700−38.4%Reduced
Quantinno Capital Management LP17,255$262.1K0.00%+17,255New
Nuveen, LLC20,436$310.4K0.00%00.0%Unchanged
Millennium Management LLC21,219$322.3K0.00%+21,219New
Walleye Capital LLC22,401$340.3K0.00%+22,401New
Morgan Stanley27,281$414.4K0.00%−29,826−52.2%Reduced
Royal Bank of Canada31,703$482.0K0.00%+21,416+208.2%Added
Citadel Advisors LLC33,507$509.0K0.00%+33,507New
Bank of America Corp33,722$512.2K0.00%+19,979+145.4%Added
Pacific Ridge Capital Partners, LLC34,152$518.8K0.11%+18,672+120.6%Added
Anchor Capital Advisors LLC48,542$737.4K0.02%−964−1.9%Reduced
Denali Advisors LLC49,224$747.7K0.08%−43,787−47.1%Reduced
Charles Schwab Investment Management Inc59,203$899.3K0.00%+221+0.4%Added
Northern Trust Corp68,659$1.04M0.00%−11,069−13.9%Reduced
Empowered Funds, LLC90,803$1.38M0.02%−5,000−5.2%Reduced
State Street Corp141,122$2.16M0.00%−9,683−6.4%Reduced
Bridgeway Capital Management, LLC152,632$2.32M0.05%−22,480−12.8%Reduced
Bank of New York Mellon Corp178,172$2.71M0.00%+88,850+99.5%Added
Geode Capital Management, LLC200,020$3.04M0.00%+7,339+3.8%Added
American Century Companies Inc290,595$4.41M0.00%+11,098+4.0%Added
Vanguard Group Inc395,849$6.01M0.00%+317+0.1%Added
BlackRock, Inc.493,670$7.50M0.00%−15,296−3.0%Reduced
Dimensional Fund Advisors LP868,971$13.2M0.00%−15,941−1.8%Reduced
FMR LLC3,949,508$60.0M0.00%+700.0%Added
DekaBank Deutsche Girozentrale6,835––00.0%Unchanged
First Trust Advisors LP0$00.00%−136,107−100.0%Sold out
Royce & Associates LP0$00.00%−70,240−100.0%Sold out
Lazard Asset Management LLC0$00.00%−20,337−100.0%Sold out
Swiss National Bank0$00.00%−15,600−100.0%Sold out
Goldman Sachs Group Inc0$00.00%−9,876−100.0%Sold out
Envestnet Asset Management Inc0$00.00%−8,955−100.0%Sold out
MetLife Investment Management0$00.00%−4,260−100.0%Sold out
KLP Kapitalforvaltning AS0$00.00%−1,400−100.0%Sold out
Great West Life Assurance Co0$00.00%−477−100.0%Sold out
Capital Advisors, Ltd. LLC0$00.00%−26−100.0%Sold out
UMA Financial Services, Inc.0$00.00%−39−100.0%Sold out
Rothschild Investment LLC0$00.00%−10−100.0%Sold out
Essential Partners LLC0$00.00%−3−100.0%Sold out
True Wealth Design, LLC0$00.00%−2−100.0%Sold out