HolderBook

UNIVERSAL LOGISTICS HLDGS IN (ULH)

Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.

73
Reporting holders
$110.1M
Reported value
28.2%
Of shares outstanding
0.0%
Held as options
+6
Holder change

Institutions report 7,431,145 shares against 26,367,805 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
FMR LLC$58.5M3,953,3790.00%27qHELD
DIMENSIONAL FUND ADVISORS LP$11.9M805,4720.00%31q-4.7%-$585.3K
BlackRock, Inc.$8.1M546,0720.00%8q+12.4%+$893.2K
AMERICAN CENTURY COMPANIES INC$4.5M302,6710.00%16q-3.5%-$164.8K
VANGUARD CAPITAL MANAGEMENT LLC$4.2M281,6180.00%2q-7.6%-$342.8K
GEODE CAPITAL MANAGEMENT, LLC$3.2M213,8060.00%31q+2.0%+$60.6K
Bank of New York Mellon Corp$2.8M187,1890.00%31q+5.3%+$139.6K
BRIDGEWAY CAPITAL MANAGEMENT, LLC$2.2M147,1940.04%27q+3.7%+$78.6K
STATE STREET CORP$2.1M143,6470.00%31q+1.5%+$31.9K
Empowered Funds, LLC$1.4M96,1150.01%13q+5.9%+$78.6K
NORTHERN TRUST CORP$1.0M70,3520.00%31q+6.0%+$58.9K
UBS Group AG$890.0K60,1370.00%20q+10.9%+$87.7K
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$780.7K52,7500.00%31q-8.1%-$68.6K
Sixth Street Partners Management Company, L.P.$780.7K52,7500.00%newNEW
VANGUARD PORTFOLIO MANAGEMENT LLC$709.9K47,9670.00%2q+22.9%+$132.1K
VANGUARD FIDUCIARY TRUST CO$671.7K45,3860.00%2q+1.4%+$9.4K
Quantinno Capital Management LP$642.2K43,3890.00%3q+14.9%+$83.2K
Pacific Ridge Capital Partners, LLC$499.8K33,7700.09%11q-1.1%-$5.7K
ROYAL BANK OF CANADA$464.0K31,3800.00%23qHELD
AQR CAPITAL MANAGEMENT LLC$447.0K30,2000.00%newNEW
CITIGROUP INC$383.1K25,8830.00%31q+103.9%+$195.2K
GOLDMAN SACHS GROUP INC$352.9K23,8440.00%2q+137.8%+$204.5K
Nuveen, LLC$339.6K22,9490.00%6q+11.6%+$35.4K
STRS OHIO$288.6K19,5000.00%23q+51.2%+$97.7K
MILLENNIUM MANAGEMENT LLC$283.7K19,1700.00%3q+32.4%+$69.4K
D. E. Shaw & Co., Inc.$275.5K18,6170.00%2q+82.7%+$124.7K
ALLIANCEBERNSTEIN L.P.$266.8K12,6200.00%10q+16.6%+$38.1K
MORGAN STANLEY$261.6K17,6750.00%35q-48.0%-$241.0K
Jump Financial, LLC$207.9K14,0470.00%newNEW
EntryPoint Capital, LLC$182.2K12,3120.04%newNEW
Invesco Ltd.$168.3K11,3750.00%30q-14.3%-$28.2K
Quadrature Capital Ltd$162.8K11,0020.00%newNEW
Metis Global Partners, LLC$160.9K10,8700.00%2qHELD
BNP PARIBAS FINANCIAL MARKETS$146.0K9,8660.00%31q+552.5%+$123.6K
Federation des caisses Desjardins du Quebec$144.0K9,7300.00%12q-3.9%-$5.9K
RHUMBLINE ADVISERS$124.4K8,4080.00%17q-3.6%-$4.6K
WELLS FARGO & COMPANY/MN$88.8K6,0020.00%31q+17.5%+$13.2K
DEUTSCHE BANK AG\$75.1K5,0770.00%34q+3.6%+$2.6K
Russell Investments Group, Ltd.$59.9K4,0450.00%31q+503.7%+$50.0K
MERCER GLOBAL ADVISORS INC /ADV$50.9K3,4370.00%newNEW
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$48.6K3,2870.00%9qHELD
NEW YORK STATE COMMON RETIREMENT FUND$45.2K3,0570.00%31q-38.3%-$28.1K
JPMORGAN CHASE & CO$44.6K2,9900.00%31q+6.2%+$2.6K
Vanguard Global Advisers, LLC$38.0K2,5680.00%2qHELD
Police & Firemen's Retirement System of New Jersey$27.3K1,8440.00%7qHELD
Tower Research Capital LLC (TRC)$22.9K1,5450.00%31q-0.9%
BARCLAYS PLC$17.5K1,1850.00%30q-12.0%-$2.4K
Legal & General Group Plc$8.7K5880.00%31qHELD
GAMMA Investing LLC$7.6K5150.00%9q-34.6%-$4.0K
Ameritas Investment Partners, Inc.$7.0K4750.00%31qHELD
Arax Advisory Partners$5.9K4010.00%4q+141.6%+$3.5K
Versant Capital Management, Inc$3.5K2340.00%3q-78.1%-$12.3K
Allworth Financial LP$2.3K1580.00%4q+953.3%+$2.1K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$2.3K1530.00%10qHELD
Sterling Capital Management LLC$1.9K1260.00%12q-43.8%-$1.5K
Physician Wealth Advisors, Inc.$1.0K680.00%2qHELD
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$962650.00%newNEW
EverSource Wealth Advisors, LLC$592400.00%6q-85.7%-$3.6K
SIGNATUREFD, LLC$533360.00%newNEW
Integrated Wealth Concepts LLC$415280.00%newNEW
SJS Investment Consulting Inc.$400270.00%newNEW
PNC Financial Services Group, Inc.$311210.00%5q-84.3%-$1.7K
Global Retirement Partners, LLC$192130.00%2qHELD
Farther Finance Advisors, LLC$9060.00%4q+50.0%
Clearstead Advisors, LLC$6040.00%newNEW
ROTHSCHILD INVESTMENT LLC$5940.00%newNEW
Caitong International Asset Management Co., Ltd$5940.00%newNEW
Essential Partners LLC$5940.00%2q-55.6%
SBI Securities Co., Ltd.$4430.00%7qHELD
State of Alaska, Department of Revenue$402,7650.00%4qHELD
Optiver Holding B.V.$3020.00%4q-97.0%
HUNTINGTON NATIONAL BANK$1510.00%15qHELD
True Wealth Design, LLC$1510.00%newNEW
HARBOR CAPITAL ADVISORS, INC.$85690.00%6q-29.5%
Covestor Ltd$0190.00%newNEW

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202673$110.1M7,431,1451526190.0%
Q1 202667$154.0M7,285,7201022170.0%
Q4 202563$112.2M7,386,243719240.0%
Q3 202568$177.7M7,581,603716250.0%
Q2 202565$195.2M7,689,082323230.0%
Q1 202577$189.9M7,235,1021324240.0%
Q4 202473$319.5M6,955,157326260.0%
Q3 202479$282.0M6,545,074734220.0%
Q2 202480$261.8M6,448,5061827250.0%
Q1 202467$243.8M6,610,615721220.0%
Q4 202365$176.6M6,303,381426230.0%
Q3 202369$153.0M6,076,992522290.0%
Q2 202371$171.4M5,947,182723290.0%
Q1 202373$214.8M7,369,7621229240.0%
Q4 202279$149.2M4,460,5761424240.0%
Q3 202295$203.1M6,403,2182428280.0%
Q2 202277$174.8M6,401,1382423250.0%
Q1 202260$130.4M6,487,188313290.0%
Q4 202162$124.9M6,624,768526200.0%
Q3 202171$129.0M6,424,804521290.0%
Q2 202177$155.1M6,655,2341025310.0%
Q1 202181$177.8M6,758,8591324370.0%
Q4 202073$134.9M6,549,7151029230.0%
Q3 202071$136.5M6,540,5231217290.0%
Q2 202066$119.9M6,900,884424310.0%
Q1 202072$93.5M7,134,036919270.0%
Q4 201979$150.3M7,926,4351029280.0%
Q3 201983$172.9M7,426,9961232230.0%
Q2 201994$177.1M7,884,1001936230.0%
Q1 201987$159.5M8,105,3631029290.0%
Q4 201887$150.2M8,303,6412410.0%