Universal Logistics HoldingsULH

13F holders, Q1 2024 (March 31)
77holders
1famous investor
$36.87avg. 13F price*

At the end of Q1 2024, 77 institutions reported holding Universal Logistics Holdings (ULH) in their 13F filings. The largest holders were FMR LLC ($91.7M), Dimensional Fund Advisors LP ($30.0M) and BlackRock Inc. ($18.9M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Universal Logistics Holdings
CUSIP
91388P105
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2024: 77Q1 2024Q2 2024: 90Q2 2024Q3 2024: 91Q3 2024Q4 2024: 84Q4 2024Q1 2025: 88Q1 2025Q2 2025: 73Q2 2025Q3 2025: 76Q3 2025Q4 2025: 69Q4 2025Q1 2026: 70Q1 2026Q2 2026: 73Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions7$2.0M
Exits10$2.7M

Ownership 77 holders

FMR LLC 0.01% Add +8.6% 2,487,113 $91.7M
Dimensional Fund Advisors LP 0.01% Add +1.7% 812,949 $30.0M
BlackRock Inc. 0.00% Reduce -3.6% 511,647 $18.9M
LSV Asset Management 0.03% Reduce -5.4% 431,583 $15.9M
Vanguard Group Inc. 0.00% Reduce -1.1% 401,400 $14.8M
Royce & Associates LP 0.08% Add +0.5% 238,395 $8.8M
Bridgeway Capital Management, LLC 0.15% Add +5.3% 201,726 $7.4M
Geode Capital Management, LLC 0.00% Add +2.1% 179,365 $6.6M
Bank of New York Mellon Corp 0.00% Reduce -5.2% 168,587 $6.2M
State Street Corp. 0.00% Add +4.3% 145,552 $5.4M
American Century Companies Inc. 0.00% Add +18.1% 134,263 $5.0M
Empowered Funds, LLC 0.06% Add +13.3% 86,537 $3.2M
Boston Partners 0.00% Reduce -6.4% 80,649 $3.0M
Northern Trust Corp. 0.00% Reduce -5.1% 78,716 $2.9M
Morgan Stanley 0.00% Reduce -11.2% 77,880 $2.9M
Scopus Asset Management, L.P. 0.09% Reduce -20.9% 75,500 $2.8M
Russell Investments Group, Ltd. 0.00% Add +6.6% 69,552 $2.6M
Denali Advisors LLC 0.68% No change 62,731 $2.3M
Charles Schwab Investment Management Inc. 0.00% Add +4.7% 54,483 $2.0M
Brandywine Global Investment Management, LLC 0.01% Reduce -0.7% 51,090 $1.9M
Globeflex Capital L P 0.17% No change 46,615 $1.7M
Federated Hermes, Inc. 0.00% Reduce -0.4% 27,333 $1.0M
Invesco Ltd. 0.00% Add +51.8% 26,239 $967K
Anchor Capital Advisors LLC 0.03% New 25,944 $957K
Martingale Asset Management L P 0.02% No change 23,405 $863K
New York State Common Retirement Fund 0.00% Reduce -0.0% 23,056 $850K
Nuveen Asset Management, LLC 0.00% Reduce -12.0% 21,449 $791K
Verdad Advisers, LP 0.81% Add +0.8% 20,158 $743K
Swiss National Bank 0.00% No change 15,600 $575K
Two Sigma Advisers, LP 0.00% Reduce -33.6% 14,400 $531K
Quadrature Capital Ltd 0.01% Add +25.2% 13,604 $505K
Pacific Ridge Capital Partners, LLC 0.11% Reduce -20.8% 13,280 $490K
STRS Ohio 0.00% Reduce -17.0% 12,700 $468K
Seizert Capital Partners, LLC 0.02% No change 12,214 $450K
Rhumbline Advisers 0.00% Add +3.0% 10,928 $403K
Federation des caisses Desjardins du Quebec 0.00% Add +163.8% 10,566 $390K
Exchange Traded Concepts, LLC 0.01% Reduce -32.2% 10,126 $373K
UBS Group AG 0.00% Reduce -8.3% 8,847 $326K
Victory Capital Management Inc. 0.00% Reduce -4.6% 8,408 $310K
California State Teachers Retirement System 0.00% Reduce -4.3% 7,760 $286K
JPMorgan Chase & Co. 0.00% Add +23.1% 7,716 $284K
Goldman Sachs Group Inc. 0.00% Reduce -5.6% 7,696 $284K
AQR Capital Management 0.00% Reduce -71.8% 7,671 $283K
Credit Suisse AG/ 0.00% No change 7,458 $275K
Alliancebernstein L.P. 0.00% New 7,110 $262K
Envestnet Asset Management Inc. 0.00% New 7,105 $262K
O'shaughnessy Asset Management, LLC 0.00% New 7,040 $260K
DekaBank Deutsche Girozentrale 0.00% No change 6,835 $259K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 6,769 $250K
Bank of America Corp. 0.00% Reduce -43.3% 6,611 $244K
Barclays PLC 0.00% Reduce -42.5% 6,321 $233K
Tower Research Capital LLC (TRC) 0.00% Add +745.8% 5,007 $185K
Legal & General Group Plc 0.00% Reduce -4.2% 4,645 $171K
MetLife Investment Management, LLC 0.00% No change 3,886 $143K
BNP Paribas Financial Markets 0.00% Add +77.7% 3,347 $123K
American International Group, Inc. 0.00% Reduce -0.8% 3,343 $123K
Deutsche Bank AG 0.00% No change 3,314 $122K
Citigroup Inc. 0.00% Add +28.0% 2,909 $107K
Wells Fargo & Company 0.00% Add +14.7% 2,398 $88K
Asset Dedication, LLC 0.00% No change 705 $26K
Catalyst Funds Management Pty Ltd 0.01% — 500 $18K
CANADA LIFE ASSURANCE Co 0.00% No change 477 $18K
Ameritas Investment Partners, Inc. 0.00% No change 475 $18K
Metropolitan Life Insurance Co 0.00% No change 451 $17K
WealthCollab, LLC 0.01% No change 336 $12K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -29.2% 271 $10K
Amalgamated Bank 0.00% Reduce -57.9% 264 $10K
Osaic Holdings, Inc. 0.00% Add +68.7% 248 $9K
Royal Bank of Canada 0.00% Reduce -92.7% 158 $6K
Cwm, LLC 0.00% Add +2.7% 152 $6K
Covestor Ltd 0.00% Reduce -49.3% 34 $1K
Capital Advisors, Ltd. LLC 0.00% Add +100.0% 32 $1K
Farther Finance Advisors, LLC 0.00% Reduce -40.0% 15 $551
Nisa Investment Advisors, LLC 0.00% No change 5 $185
Global Retirement Partners, LLC 0.00% New 5 $184
Huntington National Bank 0.00% No change 1 $37
Avior Wealth Management, LLC 0.00% New 1 $36

"% of holder's portfolio" is ULH's weight in each manager's 13F, not the share of Universal Logistics Holdings the manager owns.