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 2026
Institutional positions in Universal Logistics Holdings, Inc. as of Mar 31, 2026. 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
- 70
- +3 vs. Q4 2025
- Shares held
- 7.29M
- +286.1K (+4.1%) vs. Q4 2025
- Total value
- $154.0M
- +$47.7M (+44.9%) vs. Q4 2025
- New holders
- 14
- 26 more added
- Sold out
- 11
- 19 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Universal Logistics Holdings, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 5 | $0 | 0.00% | −39−88.6% | Reduced |
| Huntington National Bank | 1 | $21 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 3 | $63 | 0.00% | +1+50.0% | Added |
| Farther Finance Advisors, LLC | 4 | $88 | 0.00% | +1+33.3% | Added |
| MAI Capital Management | 6 | $127 | 0.00% | +6 | New |
| Root Financial Partners, LLC | 8 | $169 | 0.00% | +8 | New |
| Essential Partners LLC | 9 | $190 | 0.00% | +9 | New |
| Allworth Financial LP | 15 | $318 | 0.00% | +10+200.0% | Added |
| Fortitude Family Office, LLC | 35 | $740 | 0.00% | +35 | New |
| Massmutual Trust Co FSB | 44 | $930 | 0.00% | +44 | New |
| Optiver Holding B.V. | 66 | $1.40K | 0.00% | −24−26.7% | Reduced |
| UMA Financial Services, Inc. | 68 | $1.44K | 0.00% | +68 | New |
| The PNC Financial Services Group, Inc. | 134 | $2.83K | 0.00% | +103+332.3% | Added |
| UBS Asset Management Americas Inc | 153 | $3.23K | 0.00% | +25+19.5% | Added |
| SRS Capital Advisors, Inc. | 166 | $3.51K | 0.00% | −25−13.1% | Reduced |
| WealthCollab, LLC | 220 | $4.65K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 224 | $4.74K | 0.00% | −166−42.6% | Reduced |
| CWM, LLC | 224 | $4.74K | 0.00% | +160+250.0% | Added |
| EverSource Wealth Advisors, LLC | 280 | $5.92K | 0.00% | +210+300.0% | Added |
| California State Teachers Retirement System | 366 | $7.74K | 0.00% | −50−12.0% | Reduced |
| Ameritas Investment Partners, Inc. | 475 | $10.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 588 | $12.4K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 670 | $14.2K | 0.00% | −11−1.6% | Reduced |
| Asset Dedication, LLC | 705 | $14.9K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 787 | $16.6K | 0.00% | +520+194.8% | Added |
| Harbor Capital Advisors, Inc. | 807 | $17.0K | 0.00% | +464+135.3% | Added |
| Versant Capital Management, Inc | 1,068 | $22.6K | 0.00% | +437+69.3% | Added |
| Barclays PLC | 1,346 | $28.5K | 0.00% | −9,211−87.3% | Reduced |
| BNP Paribas Arbitrage, SA | 1,512 | $32.0K | 0.00% | −42−2.7% | Reduced |
| Tower Research Capital LLC (TRC) | 1,559 | $33.0K | 0.00% | +824+112.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 1,844 | $39.0K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 2,256 | $47.7K | 0.01% | +2,256 | New |
| Wells Fargo & Company | 2,555 | $54.0K | 0.00% | −5,024−66.3% | Reduced |
| Vanguard Global Advisers, LLC | 2,568 | $54.3K | 0.00% | +2,568 | New |
| State of Alaska, Department of Revenue | 2,765 | $57.0K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 2,815 | $57.7K | 0.00% | +116+4.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 3,296 | $69.7K | 0.00% | +68+2.1% | Added |
| Deutsche Bank AG | 4,902 | $103.6K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 4,957 | $104.8K | 0.00% | −12,200−71.1% | Reduced |
| Alliancebernstein L.P. | 10,820 | $164.4K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 8,722 | $184.4K | 0.00% | −268−3.0% | Reduced |
| Goldman Sachs Group Inc | 10,028 | $212.0K | 0.00% | +10,028 | New |
| Federation des caisses Desjardins du Quebec | 10,130 | $214.1K | 0.00% | +565+5.9% | Added |
| D. E. Shaw & Co., Inc. | 10,188 | $215.4K | 0.00% | +10,188 | New |
| Metis Global Partners, LLC | 10,870 | $229.8K | 0.01% | +10,870 | New |
| Citigroup Inc | 12,694 | $268.4K | 0.00% | +5,663+80.5% | Added |
| STRS Ohio | 12,900 | $272.7K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 13,280 | $280.7K | 0.00% | +2,699+25.5% | Added |
| Millennium Management LLC | 14,480 | $306.1K | 0.00% | −6,739−31.8% | Reduced |
| Nuveen, LLC | 20,558 | $434.6K | 0.00% | +122+0.6% | Added |
| Royal Bank of Canada | 31,538 | $667.0K | 0.00% | −165−0.5% | Reduced |
| Morgan Stanley | 33,960 | $717.9K | 0.00% | +6,679+24.5% | Added |
| Pacific Ridge Capital Partners, LLC | 34,158 | $722.1K | 0.16% | +60.0% | Added |
| Quantinno Capital Management LP | 37,766 | $798.4K | 0.00% | +20,511+118.9% | Added |
| Vanguard Portfolio Management LLC | 39,043 | $825.4K | 0.00% | +39,043 | New |
| Vanguard Fiduciary Trust Co | 44,748 | $946.0K | 0.00% | +44,748 | New |
| Anchor Capital Advisors LLC | 49,896 | $1.05M | 0.03% | +1,354+2.8% | Added |
| UBS Group AG | 54,213 | $1.15M | 0.00% | +47,099+662.1% | Added |
| Charles Schwab Investment Management Inc | 57,385 | $1.21M | 0.00% | −1,818−3.1% | Reduced |
| Northern Trust Corp | 66,370 | $1.40M | 0.00% | −2,289−3.3% | Reduced |
| Empowered Funds, LLC | 90,803 | $1.92M | 0.01% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 141,882 | $3.00M | 0.06% | −10,750−7.0% | Reduced |
| State Street Corp | 141,505 | $3.01M | 0.00% | +383+0.3% | Added |
| Bank of New York Mellon Corp | 177,755 | $3.76M | 0.00% | −417−0.2% | Reduced |
| Geode Capital Management, LLC | 209,714 | $4.43M | 0.00% | +9,694+4.8% | Added |
| Vanguard Capital Management LLC | 304,781 | $6.44M | 0.00% | +304,781 | New |
| American Century Companies Inc | 313,808 | $6.63M | 0.00% | +23,213+8.0% | Added |
| BlackRock, Inc. | 485,720 | $10.3M | 0.00% | −7,950−1.6% | Reduced |
| Dimensional Fund Advisors LP | 845,019 | $17.9M | 0.00% | −23,952−2.8% | Reduced |
| FMR LLC | 3,952,508 | $83.6M | 0.00% | +3,000+0.1% | Added |
| Denali Advisors LLC | 0 | $0 | 0.00% | −49,224−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −33,722−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −33,507−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −22,401−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −15,110−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −10,700−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −9,401−100.0% | Sold out |
| Private Wealth Management Group, LLC | 0 | $0 | 0.00% | −222−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −212−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −6,835−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |