UNIVERSAL LOGISTICS HOLDINGS, INC. - COMMON STOCK (ULH) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / COMMON STOCK
Symbol
ULH on Nasdaq
Shares outstanding
26,333,200
Price per share
$15.19
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
7,581,386
Total reported value
$177,725,180
% of total 13F portfolios
0%
Share change
-134,482
Value change
-$3,287,132
Number of holders
73
Price from insider filings
$15.19
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of UNIVERSAL LOGISTICS HOLDINGS, INC. - COMMON STOCK (ULH) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FMR LLC 15% +13% $102,027,983 +$11,290,887 3,949,980 +12% FMR LLC 30 Jun 2025

As of 30 Sep 2025, 73 institutional investors reported holding 7,581,386 shares of UNIVERSAL LOGISTICS HOLDINGS, INC. - COMMON STOCK (ULH). This represents 29% of the company’s total 26,333,200 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of UNIVERSAL LOGISTICS HOLDINGS, INC. - COMMON STOCK (ULH) together control 28% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
FMR LLC 15% 3,949,438 -0.01% 0% $92,574,827
DIMENSIONAL FUND ADVISORS LP 3.4% 884,912 -0.11% 0% $20,742,261
BlackRock, Inc. 1.9% 508,966 -1.4% 0% $11,930,164
VANGUARD GROUP INC 1.5% 395,532 -0.08% 0% $9,271,270
AMERICAN CENTURY COMPANIES INC 1.1% 279,497 +6.4% 0% $6,551,410
GEODE CAPITAL MANAGEMENT, LLC 0.73% 192,681 -0.38% 0% $4,517,443
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.66% 175,112 -2% 0.09% $4,104,625
STATE STREET CORP 0.57% 150,805 +0.7% 0% $3,550,483
FIRST TRUST ADVISORS LP 0.52% 136,107 +5.3% 0% $3,190,348
Empowered Funds, LLC 0.36% 95,803 -3.6% 0.02% $2,245,622
DENALI ADVISORS LLC 0.35% 93,011 -8.1% 0.25% $2,180,178
Bank of New York Mellon Corp 0.34% 89,322 -4.7% 0% $2,093,706
NORTHERN TRUST CORP 0.3% 79,728 -3.3% 0% $1,868,823
ROYCE & ASSOCIATES LP 0.27% 70,240 0% 0.02% $1,646,426
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.22% 58,982 +3.5% 0% $1,382,538
MORGAN STANLEY 0.22% 57,107 -15% 0% $1,338,610
ANCHOR CAPITAL ADVISORS LLC 0.19% 49,506 +1.8% 0.03% $1,160,421
NEW YORK STATE COMMON RETIREMENT FUND 0.11% 27,857 -17% 0% $652,968
Nuveen, LLC 0.08% 20,436 0% 0% $479,019
LAZARD ASSET MANAGEMENT LLC 0.08% 20,337 -1.1% 0% $476,699
Swiss National Bank 0.06% 15,600 0% 0% $365,664
Pacific Ridge Capital Partners, LLC 0.06% 15,480 0% 0.08% $362,851
BANK OF AMERICA CORP /DE/ 0.05% 13,743 +5% 0% $322,136
STRS OHIO 0.05% 12,900 0% 0% $302,376
Federation des caisses Desjardins du Quebec 0.05% 12,738 -3.4% 0% $298,579

Institutional Holders of UNIVERSAL LOGISTICS HOLDINGS, INC. - COMMON STOCK (ULH) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 1,241 $18,641 +$12,479 $15.19 3
2025 Q3 7,581,386 $177,725,180 -$3,287,132 $23.44 73
2025 Q2 7,721,981 $196,169,996 +$9,122,820 $25.38 72
2025 Q1 7,360,988 $193,250,726 -$241,047 $26.24 86
2024 Q4 7,224,228 $331,881,025 +$14,559,921 $45.94 83
2024 Q3 6,883,141 $296,852,895 +$520,134 $43.11 91
2024 Q2 6,851,685 $278,124,185 +$2,007,779 $40.59 88
2024 Q1 6,813,621 $251,244,796 +$4,910,166 $36.87 76
2023 Q4 6,707,132 $187,950,495 +$337,397 $28.02 77
2023 Q3 6,733,522 $169,528,219 +$1,429,411 $25.18 82
2023 Q2 6,547,816 $188,654,144 +$3,284,355 $28.81 86
2023 Q1 6,534,425 $190,423,238 +$5,887,344 $29.15 94
2022 Q4 6,285,446 $210,220,069 -$2,614,375 $33.44 107
2022 Q3 6,372,667 $202,145,552 +$4,172,703 $31.72 92
2022 Q2 6,262,112 $171,028,236 -$93,583 $27.31 74
2022 Q1 6,392,599 $128,459,778 -$2,358,956 $20.15 59
2021 Q4 6,615,472 $124,748,808 +$2,990,843 $18.86 62
2021 Q3 6,424,804 $128,990,281 -$6,393,223 $20.08 71
2021 Q2 6,518,755 $151,950,621 -$992,005 $23.30 76
2021 Q1 6,758,859 $177,834,961 +$6,074,167 $26.31 81
2020 Q4 6,549,715 $134,900,185 +$496,587 $20.59 73
2020 Q3 6,159,735 $128,516,609 -$4,552,272 $20.86 70
2020 Q2 6,496,407 $112,884,119 -$2,971,650 $17.38 64
2020 Q1 7,127,493 $93,380,946 -$9,592,361 $13.10 71
2019 Q4 7,701,362 $146,025,112 +$4,193,471 $18.96 78
2019 Q3 7,399,705 $172,281,335 -$10,583,879 $23.28 82
2019 Q2 7,838,754 $176,130,369 -$625,937 $22.47 92
2019 Q1 8,041,638 $158,255,046 -$1,424,107 $19.68 85
2018 Q4 8,178,759 $147,949,054 +$1,867,646 $18.09 87
2018 Q3 7,692,622 $283,068,402 +$6,840,939 $36.80 105
2018 Q2 7,543,359 $197,948,932 +$392,410 $26.25 69
2018 Q1 7,535,076 $159,361,130 -$4,437,163 $21.15 61
2017 Q4 7,711,481 $183,179,102 -$4,020,578 $23.75 60
2017 Q3 7,889,016 $161,318,697 +$230,290 $20.45 47
2017 Q2 7,980,343 $119,709,405 -$346,078 $15.00 45
2017 Q1 8,005,851 $114,876,396 +$8,428,983 $14.35 49
2016 Q4 7,946,382 $129,922,434 +$833,371 $16.35 55
2016 Q3 7,948,477 $106,644,992 -$1,326,092 $13.42 56
2016 Q2 7,930,413 $102,305,306 -$603,785 $12.90 58
2016 Q1 8,069,924 $132,908,000 +$481,692 $16.47 58
2015 Q4 8,035,423 $112,820,572 +$39,978 $14.04 50
2015 Q3 8,000,349 $124,565,507 -$3,832,086 $15.57 50
2015 Q2 7,802,585 $171,344,403 +$347,493 $21.96 58
2015 Q1 7,913,983 $199,260,796 -$5,912,218 $25.18 56
2014 Q4 8,120,427 $231,434,146 +$4,245,911 $28.51 61
2014 Q3 7,971,198 $193,299,978 +$4,100,245 $24.25 54
2014 Q2 7,735,164 $196,041,696 +$43,400,765 $25.36 62
2014 Q1 6,474,126 $187,093,597 +$3,726,008 $28.90 56