Universal Logistics HoldingsULH

13F holders, Q1 2025 (March 31)
88holders +4
14new positions
10sold out
1famous investor
$26.25avg. 13F price*

At the end of Q1 2025, 88 institutions reported holding Universal Logistics Holdings (ULH) in their 13F filings, up 4 from Q4 2024. 14 opened new positions and 10 sold out. The largest holders were FMR LLC ($92.2M), Dimensional Fund Advisors LP ($22.4M) and BlackRock, Inc. ($14.1M). 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions14$1.3M
Exits10$8.8M

All 13F filers, Q4 2024 → Q1 2025: 729,566 shares bought and 595,499 shares sold, net +134,067 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 88 holders

FMR LLC 0.01% Add +20.1% 3,512,857 $92.2M
Dimensional Fund Advisors LP 0.01% Reduce -0.4% 852,041 $22.4M
BlackRock, Inc. 0.00% Reduce -1.5% 538,531 $14.1M
Vanguard Group Inc. 0.00% Add +0.3% 397,012 $10.4M
American Century Companies Inc. 0.00% Add +7.4% 248,737 $6.5M
Bridgeway Capital Management, LLC 0.14% Add +1.4% 217,277 $5.7M
Geode Capital Management, LLC 0.00% Add +3.1% 185,374 $4.9M
State Street Corp. 0.00% Reduce -0.9% 147,897 $3.9M
Empowered Funds, LLC 0.04% Add +5.0% 108,268 $2.8M
Denali Advisors LLC 0.30% Add +9.5% 101,001 $2.7M
LSV Asset Management 0.01% Reduce -60.4% 94,493 $2.5M
Bank of New York Mellon Corp 0.00% Reduce -2.2% 91,872 $2.4M
First Trust Advisors LP 0.00% Reduce -7.2% 89,620 $2.4M
Northern Trust Corp. 0.00% Reduce -3.4% 86,274 $2.3M
Morgan Stanley 0.00% Reduce -10.2% 72,564 $1.9M
Royce & Associates LP 0.02% Reduce -59.6% 70,240 $1.8M
Charles Schwab Investment Management Inc. 0.00% Reduce -2.2% 56,904 $1.5M
Anchor Capital Advisors LLC 0.04% Add +44.4% 49,246 $1.3M
New York State Common Retirement Fund 0.00% Add +8.0% 33,657 $883K
Victory Capital Management Inc. 0.00% Reduce -14.8% 32,147 $844K
AQR Capital Management 0.00% New 30,084 $789K
Goldman Sachs Group Inc. 0.00% Reduce -20.1% 29,946 $786K
Nuveen, LLC 0.00% — 26,733 $701K
UBS Group AG 0.00% Add +47.5% 24,510 $643K
Lazard Asset Management LLC 0.00% Add +64.4% 19,208 $503K
Swiss National Bank 0.00% No change 15,600 $409K
Invesco Ltd. 0.00% Reduce -85.5% 13,943 $366K
Bank of America Corp. 0.00% Add +2.4% 13,401 $352K
STRS Ohio 0.00% No change 12,000 $315K
Federation des caisses Desjardins du Quebec 0.00% Add +3.7% 11,843 $311K
Rhumbline Advisers 0.00% Add +2.1% 10,572 $277K
DekaBank Deutsche Girozentrale 0.00% No change 6,835 $259K
Pacific Ridge Capital Partners, LLC 0.07% Reduce -0.8% 9,840 $258K
Numerai GP LLC 0.05% Add +37.8% 9,682 $254K
Exchange Traded Concepts, LLC 0.00% New 9,450 $248K
Envestnet Asset Management Inc. 0.00% Add +2.7% 9,389 $246K
Susquehanna International Group, LLP 0.00% Add +82.6% 9,295 $244K
State of Wisconsin Investment Board 0.00% Reduce -17.0% 9,283 $244K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -36.3% 8,780 $230K
Creative Planning 0.00% New 8,775 $230K
Barclays PLC 0.00% Reduce -28.3% 8,672 $228K
Alliancebernstein L.P. 0.00% Add +7.8% 8,320 $218K
Citigroup Inc. 0.00% Add +3.5% 7,940 $208K
Wells Fargo & Company 0.00% Add +113.8% 7,926 $208K
California State Teachers Retirement System 0.00% No change 7,295 $191K
Legal & General Group Plc 0.00% No change 6,976 $183K
JPMorgan Chase & Co. 0.00% Reduce -70.5% 6,120 $161K
MetLife Investment Management, LLC 0.00% Reduce -0.1% 4,260 $112K
SG Americas Securities, LLC 0.00% Add +9.4% 4,193 $110K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +4.0% 4,043 $106K
Deutsche Bank AG 0.00% Reduce -12.4% 3,886 $102K
Royal Bank of Canada 0.00% Add +330.5% 3,517 $93K
Corebridge Financial, Inc. 0.00% Reduce -1.4% 3,335 $88K
Police & Firemen's Retirement System of New Jersey 0.00% No change 1,844 $48K
KLP Kapitalforvaltning As 0.00% No change 1,400 $37K
Versant Capital Management, Inc 0.00% New 826 $22K
Asset Dedication, LLC 0.00% No change 705 $19K
Summit Securities Group LLC 0.01% New 595 $16K
CANADA LIFE ASSURANCE Co 0.00% No change 477 $13K
Ameritas Investment Partners, Inc. 0.00% No change 475 $12K
BNP Paribas Financial Markets 0.00% Reduce -48.2% 437 $11K
Tower Research Capital LLC (TRC) 0.00% Add +106.3% 423 $11K
WealthCollab, LLC 0.01% No change 336 $9K
GAMMA Investing LLC 0.00% Add +483.0% 274 $7K
Amalgamated Bank 0.00% No change 264 $7K
Parallel Advisors, LLC 0.00% New 214 $6K
Harbor Capital Advisors, Inc. 0.00% New 186 $5K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -17.3% 177 $5K
Russell Investments Group, Ltd. 0.00% No change 121 $3K
Federated Hermes, Inc. 0.00% Reduce -90.8% 91 $2K
Sterling Capital Management LLC 0.00% Reduce -43.4% 81 $2K
Macquarie Group Ltd. 0.00% New 75 $2K
Nisa Investment Advisors, LLC 0.00% Add +407.7% 66 $2K
Covestor Ltd 0.00% Reduce -4.5% 21 $1K
Cwm, LLC 0.00% Reduce -14.5% 53 $1K
Bartlett & Co. Wealth Management LLC 0.00% New 34 $896
EverSource Wealth Advisors, LLC 0.00% New 31 $813
Arax Advisory Partners 0.00% Reduce -80.1% 30 $788
AlphaQuest LLC 0.00% New 23 $604
Coldstream Capital Management Inc. 0.00% New 22 $578
Quadrant Capital Group LLC 0.00% New 19 $499
True Wealth Design, LLC 0.00% New 14 $368
Farther Finance Advisors, LLC 0.00% Reduce -20.0% 12 $314
Osaic Holdings, Inc. 0.00% Add +175.0% 11 $289
Rothschild Investment LLC 0.00% No change 5 $131
SBI Securities Co., Ltd. 0.00% No change 2 $52
Huntington National Bank 0.00% Reduce -94.4% 1 $26
Capital Advisors, Ltd. LLC 0.00% Reduce -50.0% 16 $0

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