Universal Logistics HoldingsULH

13F holders, Q2 2024 (June 30)
90holders +13
20new positions
8sold out
3famous investors
$40.59avg. 13F price*

At the end of Q2 2024, 90 institutions reported holding Universal Logistics Holdings (ULH) in their 13F filings, up 13 from Q1 2024. 20 opened new positions and 8 sold out. The largest holders were FMR LLC ($98.9M), Dimensional Fund Advisors LP ($33.6M) and BlackRock Inc. ($21.3M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 → Q2 2024

InstitutionsTotal Value
New Positions20$7.1M
Exits8$3.8M

All 13F filers, Q1 2024 → Q2 2024: 457,283 shares bought and 418,080 shares sold, net +39,203 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 90 holders

FMR LLC 0.01% Reduce -2.0% 2,437,296 $98.9M
Dimensional Fund Advisors LP 0.01% Add +1.8% 827,669 $33.6M
BlackRock Inc. 0.00% Add +2.7% 525,688 $21.3M
Vanguard Group Inc. 0.00% Reduce -1.0% 397,425 $16.1M
LSV Asset Management 0.03% Reduce -11.5% 381,765 $15.5M
Bridgeway Capital Management, LLC 0.20% Add +3.3% 208,386 $8.5M
Royce & Associates LP 0.08% Reduce -15.7% 201,093 $8.2M
Geode Capital Management, LLC 0.00% Reduce -0.1% 179,244 $7.3M
American Century Companies Inc. 0.00% Add +27.1% 170,640 $6.9M
Bank of New York Mellon Corp 0.00% Reduce -9.9% 151,820 $6.2M
State Street Corp. 0.00% Add +0.5% 146,340 $6.0M
Invesco Ltd. 0.00% Add +293.8% 103,330 $4.2M
Morgan Stanley 0.00% Add +22.6% 95,510 $3.9M
Empowered Funds, LLC 0.07% Add +7.7% 93,197 $3.8M
Denali Advisors LLC 0.93% Add +33.6% 83,831 $3.4M
Northern Trust Corp. 0.00% Reduce -2.1% 77,064 $3.1M
Oberweis Asset Management Inc./ 0.15% New 62,200 $2.5M
Charles Schwab Investment Management Inc. 0.00% Add +1.4% 55,260 $2.2M
Brandywine Global Investment Management, LLC 0.01% Reduce -4.5% 48,803 $2.0M
Globeflex Capital L P 0.20% No change 46,615 $1.9M
Russell Investments Group, Ltd. 0.00% Reduce -46.5% 37,209 $1.5M
Victory Capital Management Inc. 0.00% Add +339.1% 36,921 $1.5M
Alliancebernstein L.P. 0.00% Add +370.5% 33,450 $1.4M
New York State Common Retirement Fund 0.00% Add +24.3% 28,657 $1.2M
Anchor Capital Advisors LLC 0.03% Add +1.8% 26,403 $1.1M
Renaissance Technologies 0.00% New 23,900 $970K
Nuveen Asset Management, LLC 0.00% Add +7.4% 23,029 $935K
Martingale Asset Management L P 0.02% Reduce -15.8% 19,703 $800K
Lazard Asset Management LLC 0.00% New 16,048 $650K
Swiss National Bank 0.00% No change 15,600 $633K
Boston Partners 0.00% Reduce -81.4% 15,005 $609K
Jefferies Financial Group Inc. 0.01% New 14,814 $601K
Goldman Sachs Group Inc. 0.00% Add +83.9% 14,155 $575K
AQR Capital Management 0.00% Add +82.5% 14,003 $568K
Numerai GP LLC 0.20% New 13,448 $546K
Pacific Ridge Capital Partners, LLC 0.13% Add +0.1% 13,297 $540K
Quadrature Capital Ltd 0.01% Reduce -3.6% 13,109 $531K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +90.0% 12,862 $522K
Verdad Advisers, LP 0.59% Reduce -38.0% 12,500 $507K
STRS Ohio 0.00% Reduce -2.4% 12,400 $503K
Federation des caisses Desjardins du Quebec 0.00% Add +5.0% 11,091 $450K
Rhumbline Advisers 0.00% Reduce -5.9% 10,286 $417K
Two Sigma Advisers, LP 0.00% Reduce -34.7% 9,400 $382K
Bank of America Corp. 0.00% Add +27.6% 8,438 $342K
Corton Capital Inc. 0.17% New 8,184 $332K
JPMorgan Chase & Co. 0.00% Add +2.2% 7,888 $320K
California State Teachers Retirement System 0.00% Reduce -1.8% 7,617 $309K
Jane Street Group, LLC 0.00% New 7,493 $304K
Envestnet Asset Management Inc. 0.00% Reduce -1.6% 6,990 $284K
DekaBank Deutsche Girozentrale 0.00% No change 6,835 $281K
O'shaughnessy Asset Management, LLC 0.00% Reduce -3.3% 6,806 $276K
Walleye Capital LLC 0.00% New 6,589 $267K
UBS Group AG 0.00% Reduce -26.0% 6,549 $266K
Dynamic Technology Lab Private Ltd 0.03% New 6,196 $251K
D. E. Shaw & Co. 0.00% New 6,036 $245K
State of Wisconsin Investment Board 0.00% New 5,104 $207K
Legal & General Group Plc 0.00% Add +2.1% 4,741 $192K
MetLife Investment Management, LLC 0.00% Add +11.6% 4,337 $176K
Corebridge Financial, Inc. 0.00% — 3,662 $149K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% — 3,254 $132K
Deutsche Bank AG 0.00% Reduce -2.2% 3,242 $132K
Citigroup Inc. 0.00% Add +1.2% 2,944 $119K
Wells Fargo & Company 0.00% Add +12.8% 2,705 $110K
Barclays PLC 0.00% Reduce -60.6% 2,491 $101K
State of Wyoming 0.01% New 1,951 $79K
BNP Paribas Financial Markets 0.00% Reduce -44.9% 1,846 $75K
Tower Research Capital LLC (TRC) 0.00% Reduce -71.7% 1,419 $58K
Quantbot Technologies LP 0.00% New 1,292 $52K
Innealta Capital, LLC 0.02% New 1,177 $48K
Osaic Holdings, Inc. 0.00% Add +305.6% 1,006 $41K
Asset Dedication, LLC 0.00% No change 705 $29K
Federated Hermes, Inc. 0.00% Reduce -97.5% 697 $28K
Royal Bank of Canada 0.00% Add +305.1% 640 $26K
Danske Bank A/S 0.00% New 600 $24K
Ameritas Investment Partners, Inc. 0.00% No change 475 $19K
CANADA LIFE ASSURANCE Co 0.00% No change 477 $19K
WealthCollab, LLC 0.01% No change 336 $14K
Harel Insurance Investments & Financial Services Ltd. 0.00% Add +3.7% 281 $11K
Amalgamated Bank 0.00% No change 264 $11K
Arax Advisory Partners 0.00% New 151 $6K
Cwm, LLC 0.00% Add +4.6% 159 $6K
nVerses Capital, LLC 0.00% New 100 $4K
Quarry LP 0.00% New 54 $2K
Covestor Ltd 0.00% Add +8.8% 37 $2K
Capital Advisors, Ltd. LLC 0.00% No change 32 $1K
Nisa Investment Advisors, LLC 0.00% Add +380.0% 24 $977
Farther Finance Advisors, LLC 0.00% No change 15 $607
GAMMA Investing LLC 0.00% New 11 $446
Rothschild Investment LLC 0.00% New 5 $203
Huntington National Bank 0.00% No change 1 $41

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