Universal Logistics HoldingsULH

13F holders, Q4 2024 (December 31)
84holders −7
4new positions
14sold out
1famous investor
$45.94avg. 13F price*

At the end of Q4 2024, 84 institutions reported holding Universal Logistics Holdings (ULH) in their 13F filings, down 7 from Q3 2024. 4 opened new positions and 14 sold out. The largest holders were FMR LLC ($134.3M), Dimensional Fund Advisors LP ($39.3M) and BlackRock, Inc. ($25.1M). One famous investor held it 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions4$5.2M
Exits14$4.0M

All 13F filers, Q3 2024 → Q4 2024: 679,690 shares bought and 370,572 shares sold, net +309,118 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 84 holders

FMR LLC 0.01% Add +15.2% 2,924,397 $134.3M
Dimensional Fund Advisors LP 0.01% Add +1.0% 855,212 $39.3M
BlackRock, Inc. 0.00% Reduce -0.7% 546,640 $25.1M
Vanguard Group Inc. 0.00% Reduce -2.0% 395,800 $18.2M
LSV Asset Management 0.03% Reduce -26.7% 238,303 $10.9M
American Century Companies Inc. 0.01% Add +10.2% 231,617 $10.6M
Bridgeway Capital Management, LLC 0.22% Add +0.5% 214,321 $9.8M
Geode Capital Management, LLC 0.00% Reduce -2.0% 179,721 $8.3M
Royce & Associates LP 0.07% Reduce -13.5% 173,922 $8.0M
State Street Corp. 0.00% Add +1.3% 149,207 $6.9M
Empowered Funds, LLC 0.07% Add +5.1% 103,132 $4.7M
First Trust Advisors LP 0.00% New 96,581 $4.4M
Invesco Ltd. 0.00% Add +551.2% 96,054 $4.4M
Bank of New York Mellon Corp 0.00% Reduce -37.6% 93,912 $4.3M
Denali Advisors LLC 0.44% Add +10.0% 92,249 $4.2M
Northern Trust Corp. 0.00% Add +5.5% 89,299 $4.1M
Morgan Stanley 0.00% Reduce -22.4% 80,818 $3.7M
Oberweis Asset Management Inc./ 0.15% Add +2.2% 70,500 $3.2M
Charles Schwab Investment Management Inc. 0.00% Add +1.8% 58,164 $2.7M
Brandywine Global Investment Management, LLC 0.02% Reduce -4.5% 45,293 $2.1M
Victory Capital Management Inc. 0.00% Add +0.5% 37,747 $1.7M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% — 37,746 $1.7M
Goldman Sachs Group Inc. 0.00% Add +40.2% 37,489 $1.7M
Anchor Capital Advisors LLC 0.04% Add +28.5% 34,105 $1.6M
New York State Common Retirement Fund 0.00% Add +7.3% 31,157 $1.4M
Nuveen Asset Management, LLC 0.00% No change 23,029 $1.1M
JPMorgan Chase & Co. 0.00% Add +16.3% 20,761 $954K
UBS Group AG 0.00% Add +161.1% 16,618 $763K
Swiss National Bank 0.00% No change 15,600 $717K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +17.1% 13,779 $633K
Bank of America Corp. 0.00% Add +6.0% 13,090 $601K
Barclays PLC 0.00% Add +10.5% 12,100 $556K
STRS Ohio 0.00% Reduce -3.2% 12,000 $551K
Lazard Asset Management LLC 0.00% Reduce -26.0% 11,681 $535K
Federation des caisses Desjardins du Quebec 0.00% Reduce -3.2% 11,418 $525K
State of Wisconsin Investment Board 0.00% Reduce -7.5% 11,183 $514K
Rhumbline Advisers 0.00% Add +4.8% 10,353 $476K
Pacific Ridge Capital Partners, LLC 0.10% No change 9,917 $456K
Envestnet Asset Management Inc. 0.00% Add +30.0% 9,142 $420K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -5.3% 7,856 $361K
Alliancebernstein L.P. 0.00% Reduce -9.9% 7,720 $355K
Citigroup Inc. 0.00% Add +17.1% 7,675 $353K
California State Teachers Retirement System 0.00% Reduce -1.2% 7,295 $335K
Numerai GP LLC 0.09% Reduce -39.8% 7,026 $323K
Legal & General Group Plc 0.00% Add +47.1% 6,976 $320K
DekaBank Deutsche Girozentrale 0.00% No change 6,835 $299K
Commonwealth Equity Services, LLC 0.00% New 6,376 $293K
Susquehanna International Group, LLP 0.00% New 5,090 $234K
O'shaughnessy Asset Management, LLC 0.00% Reduce -18.4% 4,895 $225K
Two Sigma Advisers, LP 0.00% Reduce -34.3% 4,800 $221K
XTX Topco Ltd 0.02% New 4,755 $218K
Columbia Asset Management 0.04% No change 4,734 $217K
D. E. Shaw & Co. 0.00% Reduce -52.2% 4,453 $205K
Deutsche Bank AG 0.00% Reduce -0.9% 4,437 $204K
MetLife Investment Management, LLC 0.00% Add +2.1% 4,262 $196K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +4.1% 3,887 $179K
SG Americas Securities, LLC 0.00% Add +15.6% 3,831 $176K
Wells Fargo & Company 0.00% Add +31.0% 3,708 $170K
Corebridge Financial, Inc. 0.00% Reduce -7.0% 3,384 $155K
Police & Firemen's Retirement System of New Jersey 0.00% — 1,844 $85K
KLP Kapitalforvaltning As 0.00% — 1,400 $64K
Federated Hermes, Inc. 0.00% Reduce -16.3% 986 $45K
BNP Paribas Financial Markets 0.00% Reduce -55.1% 844 $39K
Royal Bank of Canada 0.00% Reduce -53.0% 817 $38K
Asset Dedication, LLC 0.00% No change 705 $32K
CANADA LIFE ASSURANCE Co 0.00% No change 477 $22K
Ameritas Investment Partners, Inc. 0.00% No change 475 $22K
WealthCollab, LLC 0.01% No change 336 $15K
Amalgamated Bank 0.00% No change 264 $12K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -18.9% 214 $10K
Tower Research Capital LLC (TRC) 0.00% Reduce -93.2% 205 $9K
Arax Advisory Partners 0.00% No change 151 $7K
Sterling Capital Management LLC 0.00% Add +793.8% 143 $7K
Russell Investments Group, Ltd. 0.00% Reduce -99.7% 121 $6K
Cwm, LLC 0.00% Add +82.3% 62 $3K
GAMMA Investing LLC 0.00% Add +370.0% 47 $2K
Covestor Ltd 0.00% No change 22 $1K
Capital Advisors, Ltd. LLC 0.00% No change 32 $1K
Huntington National Bank 0.00% No change 18 $827
Farther Finance Advisors, LLC 0.00% No change 15 $689
Nisa Investment Advisors, LLC 0.00% No change 13 $599
Rothschild Investment LLC 0.00% No change 5 $230
Osaic Holdings, Inc. 0.00% Reduce -99.6% 4 $184
SBI Securities Co., Ltd. 0.00% — 2 $92

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