Universal Logistics HoldingsULH

13F holders, Q2 2025 (June 30)
73holders −15
3new positions
17sold out
1famous investor
$25.40avg. 13F price*

At the end of Q2 2025, 73 institutions reported holding Universal Logistics Holdings (ULH) in their 13F filings, down 15 from Q1 2025. 3 opened new positions and 17 sold out. The largest holders were FMR LLC ($100.3M), Dimensional Fund Advisors LP ($22.5M) and BlackRock, Inc. ($13.1M). 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions3$2K
Exits17$986K

All 13F filers, Q1 2025 → Q2 2025: 613,170 shares bought and 252,206 shares sold, net +360,964 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 73 holders

FMR LLC 0.01% Add +12.4% 3,949,980 $100.3M
Dimensional Fund Advisors LP 0.01% Add +4.0% 885,846 $22.5M
BlackRock, Inc. 0.00% Reduce -4.1% 516,369 $13.1M
Vanguard Group Inc. 0.00% Reduce -0.3% 395,829 $10.0M
American Century Companies Inc. 0.00% Add +5.6% 262,597 $6.7M
Geode Capital Management, LLC 0.00% Add +4.3% 193,413 $4.9M
Bridgeway Capital Management, LLC 0.11% Reduce -17.8% 178,678 $4.5M
State Street Corp. 0.00% Add +1.3% 149,750 $3.8M
First Trust Advisors LP 0.00% Add +44.2% 129,253 $3.3M
Denali Advisors LLC 0.27% Add +0.2% 101,224 $2.6M
Empowered Funds, LLC 0.03% Reduce -8.2% 99,369 $2.5M
Bank of New York Mellon Corp 0.00% Add +2.0% 93,736 $2.4M
Northern Trust Corp. 0.00% Reduce -4.4% 82,490 $2.1M
Royce & Associates LP 0.02% No change 70,240 $1.8M
Morgan Stanley 0.00% Reduce -7.7% 66,956 $1.7M
Charles Schwab Investment Management Inc. 0.00% Add +0.2% 57,012 $1.4M
Anchor Capital Advisors LLC 0.04% Reduce -1.3% 48,631 $1.2M
LSV Asset Management 0.00% Reduce -63.3% 34,697 $881K
New York State Common Retirement Fund 0.00% No change 33,657 $854K
UBS Group AG 0.00% Add +34.4% 32,939 $836K
Royal Bank of Canada 0.00% Add +761.2% 30,289 $769K
AQR Capital Management 0.00% Reduce -30.3% 20,962 $532K
Lazard Asset Management LLC 0.00% Add +7.1% 20,569 $520K
Nuveen, LLC 0.00% Reduce -23.6% 20,436 $519K
State of Wisconsin Investment Board 0.00% Add +107.4% 19,250 $489K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +89.3% 16,625 $422K
Swiss National Bank 0.00% No change 15,600 $396K
Pacific Ridge Capital Partners, LLC 0.09% Add +57.3% 15,480 $393K
Legal & General Group Plc 0.00% Add +93.7% 13,514 $343K
DekaBank Deutsche Girozentrale 0.00% No change 6,835 $342K
Federation des caisses Desjardins du Quebec 0.00% Add +11.4% 13,188 $335K
Bank of America Corp. 0.00% Reduce -2.3% 13,088 $332K
Barclays PLC 0.00% Add +49.5% 12,964 $329K
STRS Ohio 0.00% Add +7.5% 12,900 $327K
Invesco Ltd. 0.00% Reduce -7.8% 12,849 $326K
Goldman Sachs Group Inc. 0.00% Reduce -66.1% 10,141 $257K
Rhumbline Advisers 0.00% Reduce -4.4% 10,108 $257K
Alliancebernstein L.P. 0.00% Add +14.4% 9,520 $242K
Envestnet Asset Management Inc. 0.00% Add +0.5% 9,433 $239K
Susquehanna International Group, LLP 0.00% Reduce -12.9% 8,096 $205K
Citigroup Inc. 0.00% Reduce -7.1% 7,378 $187K
California State Teachers Retirement System 0.00% Reduce -6.8% 6,802 $173K
Victory Capital Management Inc. 0.00% Reduce -86.4% 4,382 $111K
Wells Fargo & Company 0.00% Reduce -45.3% 4,336 $110K
MetLife Investment Management, LLC 0.00% No change 4,260 $108K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -3.9% 3,887 $99K
Deutsche Bank AG 0.00% No change 3,886 $99K
JPMorgan Chase & Co. 0.00% Reduce -46.3% 3,289 $83K
Tower Research Capital LLC (TRC) 0.00% Add +403.6% 2,130 $54K
Police & Firemen's Retirement System of New Jersey 0.00% No change 1,844 $47K
KLP Kapitalforvaltning As 0.00% No change 1,400 $36K
BNP Paribas Financial Markets 0.00% Add +61.6% 706 $18K
Asset Dedication, LLC 0.00% No change 705 $18K
Ameritas Investment Partners, Inc. 0.00% No change 475 $12K
CANADA LIFE ASSURANCE Co 0.00% No change 477 $12K
WealthCollab, LLC 0.00% No change 336 $9K
Amalgamated Bank 0.00% No change 264 $7K
Harbor Capital Advisors, Inc. 0.00% Add +17.7% 219 $6K
Sterling Capital Management LLC 0.00% Add +124.7% 182 $5K
Cwm, LLC 0.00% Add +101.9% 107 $3K
EverSource Wealth Advisors, LLC 0.00% Add +245.2% 107 $3K
Russell Investments Group, Ltd. 0.00% Reduce -40.5% 72 $2K
GAMMA Investing LLC 0.00% Reduce -78.1% 60 $2K
Nisa Investment Advisors, LLC 0.00% Reduce -34.9% 43 $1K
Capital Advisors, Ltd. LLC 0.00% Add +62.5% 26 $1K
Physician Wealth Advisors, Inc. 0.00% New 39 $990
PNC Financial Services Group, Inc. 0.00% New 30 $761
Osaic Holdings, Inc. 0.00% Add +45.5% 16 $406
Rothschild Investment LLC 0.00% Add +100.0% 10 $254
True Wealth Design, LLC 0.00% Reduce -78.6% 3 $77
SBI Securities Co., Ltd. 0.00% No change 2 $51
Huntington National Bank 0.00% No change 1 $25
Covestor Ltd 0.00% Reduce -90.5% 2 $0

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