Universal Logistics Holdings Inc (ULH) Ownership

26.20 ↓0.04 (-0.15%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

FMR Inc is the biggest individual institutional holder of Universal Logistics Holdings Inc (ULH), owning a total of 2.9 million shares. Combined, the top 42 institutional holders of ULH own 31.35% of the company with a total of 8.2 million shares.

In the latest ownership report on December 31st 2024, the top 42 institutional holders increased their combined ownership of ULH by 407 thousand shares. 13 institutions bought 618,215 total additional shares and increased their ownership by an average of 46.51%. However 8 institutions sold 211,612 total shares and decreased their ownership by an average of 13.67%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Universal Logistics Holdings increased by a net total of 406,603 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
FMR Inc	11.112%	15.231%	2,924,397	386,538	2024-12-31
Dimensional Fund Advisors, Inc.	3.250%	1.013%	855,212	8,578	2024-12-31
BlackRock Inc	2.077%	-0.739%	546,640	-4,070	2024-12-31
Vanguard Group Inc	1.504%	-1.969%	395,800	-7,951	2024-12-31
LSV Asset Management	0.906%	-26.662%	238,303	-86,636	2024-12-31
American Century Companies Inc	0.880%	10.241%	231,617	21,516	2024-12-31
Bridgeway Capital Management, LLC	0.814%	0.458%	214,321	977	2024-12-31
Geode Capital Management, LLC	0.683%	-1.992%	179,721	-3,653	2024-12-31
Royce & Associates, LP	0.661%	-13.512%	173,922	-27,171	2024-12-31
State Street Corp	0.567%	1.328%	149,207	1,956	2024-12-31
Empowered Funds, LLC	0.392%	5.071%	103,132	4,977	2024-12-31
First Trust Advisors L.P.	0.367%	0.000%	96,581	96,581	2024-12-31
Amvescap Plc.	0.365%	551.214%	96,054	81,304	2024-12-31
Bank of New York Mellon Corp	0.357%	-37.642%	93,912	-56,690	2024-12-31
Denali Advisors LLC	0.351%	10.042%	92,249	8,418	2024-12-31
Northern Trust Corp	0.339%	5.490%	89,299	4,647	2024-12-31
Morgan Stanley - Brokerage Accounts	0.307%	-22.402%	80,818	-23,331	2024-12-31
Oberweis Asset Management Inc	0.268%	2.174%	70,500	1,500	2024-12-31
Charles Schwab Investment Management Inc	0.221%	1.821%	58,164	1,040	2024-12-31
Brandywine Global Investment Mgmt LLC	0.172%	-4.451%	45,293	-2,110	2024-12-31
Victory Capital Management Inc.	0.143%	0.487%	37,747	183	2024-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
FMR Inc	11.112%	15.231%	2,924,397	386,538	2024-12-31
Dimensional Fund Advisors, Inc.	3.250%	1.013%	855,212	8,578	2024-12-31
BlackRock Inc	2.077%	-0.739%	546,640	-4,070	2024-12-31
Vanguard Group Inc	1.504%	-1.969%	395,800	-7,951	2024-12-31
LSV Asset Management	0.906%	-26.662%	238,303	-86,636	2024-12-31
American Century Companies Inc	0.880%	10.241%	231,617	21,516	2024-12-31
Bridgeway Capital Management, LLC	0.814%	0.458%	214,321	977	2024-12-31
Geode Capital Management, LLC	0.683%	-1.992%	179,721	-3,653	2024-12-31
Royce & Associates, LP	0.661%	-13.512%	173,922	-27,171	2024-12-31
State Street Corp	0.567%	1.328%	149,207	1,956	2024-12-31
State Street Corporation	0.553%	4.258%	145,552	5,944	2024-03-31
Lafitte Capital Management LP	0.514%	38.824%	135,133	37,792	2022-06-30
Arrowstreet Capital Limited Partnership	0.404%	7.528%	106,124	7,430	2023-06-30
Empowered Funds, LLC	0.392%	5.071%	103,132	4,977	2024-12-31
NORGES BANK	0.382%	0.000%	100,500	100,500	2022-12-31
First Trust Advisors L.P.	0.367%	0.000%	96,581	96,581	2024-12-31
Amvescap Plc.	0.365%	551.214%	96,054	81,304	2024-12-31
Bank of New York Mellon Corp	0.357%	-37.642%	93,912	-56,690	2024-12-31
Millennium Management LLC	0.355%	50.406%	93,268	31,257	2023-03-31
Denali Advisors LLC	0.351%	10.042%	92,249	8,418	2024-12-31
Northern Trust Corp	0.339%	5.490%	89,299	4,647	2024-12-31
Hillsdale Investment Management Inc.	0.322%	-5.576%	84,672	-5,000	2023-06-30
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	0.320%	0.000%	84,000	84,000	2022-06-30
Morgan Stanley - Brokerage Accounts	0.307%	-22.402%	80,818	-23,331	2024-12-31
Boston Partners Global Investors, Inc	0.306%	-6.405%	80,649	-5,519	2024-03-31
Scopus Asset Management, LLC	0.287%	-20.942%	75,500	-20,000	2024-03-31
Oberweis Asset Management Inc	0.268%	2.174%	70,500	1,500	2024-12-31
Uniplan Investment Counsel, Inc.	0.267%	4.375%	70,120	2,939	2023-09-30
Charles Schwab Investment Management Inc	0.221%	1.821%	58,164	1,040	2024-12-31
AQR Capital Management LLC	0.216%	-34.237%	56,717	-29,528	2023-09-30
Two Sigma Advisers, LLC	0.204%	-11.987%	53,600	-7,300	2022-09-30
Two Sigma Investments LLC	0.185%	-3.263%	48,470	-1,635	2022-06-30
EAM Global Investors, LLC	0.184%	0.000%	48,303	48,303	2022-09-30
GlobeFlex Capital, L.P.	0.177%	0.000%	46,615	0	2024-06-30
Stifel Financial Corp	0.177%	27.361%	46,390	9,966	2022-09-30
Brandywine Global Investment Mgmt LLC	0.172%	-4.451%	45,293	-2,110	2024-12-31
Janney Montgomery Scott LLC	0.164%	33.304%	43,145	10,779	2022-12-31
Federated Hermes Inc	0.156%	0.000%	41,007	41,007	2022-06-30
Acadian Asset Management LLC	0.148%	4.362%	38,832	1,623	2024-09-30
Engineers Gate Manager LP	0.146%	210.025%	38,440	26,041	2022-06-30
Renaissance Technologies Corp	0.144%	30.690%	37,900	8,900	2022-06-30
Victory Capital Management Inc.	0.143%	0.487%	37,747	183	2024-12-31

Mutual Fund Ownership

Fidelity Low-Priced Stock is the biggest individual fund holder of Universal Logistics Holdings Inc (ULH), owning a total of 1.5 million shares. Combined, the top 41 mutual fund holders of ULH own 28.66% of the company with a total of 7.5 million shares.

In the latest ownership report on February 28th 2025, the top 41 fund holders increased their combined ownership of ULH by 847 shares. 2 funds bought 1,270 total additional shares and increased their ownership by an average of 0.53%. However 1 funds sold 2,117 total shares and decreased their ownership by an average of 1.16%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Universal Logistics Holdings decreased by a net total of -847 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	0.878%	0.000%	231,011	0	2025-02-28
Avantis US Small Cap Value ETF	0.798%	0.158%	209,883	330	2025-02-28
iShares Russell 2000 ETF	0.686%	-1.158%	180,637	-2,117	2025-02-28
EA Bridgeway Omni Small-Cap Value ETF	0.411%	0.000%	108,067	0	2025-02-28
Vanguard Institutional Extnd Mkt Idx Tr	0.396%	0.910%	104,214	940	2025-02-28

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Fidelity Low-Priced Stock	5.553%	1.162%	1,461,497	16,792	2024-12-31
Fidelity® Low-Priced Stock	5.201%	1.889%	1,367,001	25,339	2023-10-31
Strategic Advisers Fidelity US TtlStk	1.329%	0.000%	349,782	0	2025-01-31
Fidelity LowPriced Stock Commingled Pl A	1.065%	2.037%	280,298	5,596	2024-12-31
Vanguard Total Stock Mkt Idx Inv	0.878%	0.000%	231,011	0	2025-02-28
Vanguard Instl Ttl Stck Mkt Idx Tr	0.878%	0.000%	230,693	0	2023-03-31
Fidelity Low-Priced Stock K6	0.860%	2.439%	226,443	5,391	2024-12-31
Avantis US Small Cap Value ETF	0.798%	0.158%	209,883	330	2025-02-28
Strategic Advisers® Fidelity US TtlStk	0.787%	11.474%	206,720	21,277	2023-11-30
Fidelity LowPriced Stock Commingled PlA	0.742%	1.403%	195,153	2,700	2023-07-31
Fidelity LowPriced Stock Commingled Pl	0.732%	0.838%	192,453	1,600	2023-06-30
iShares Russell 2000 ETF	0.686%	-1.158%	180,637	-2,117	2025-02-28
Fidelity® Low-Priced Stock K6	0.625%	3.330%	164,301	5,295	2023-10-31
DFA US Small Cap I	0.485%	0.000%	127,719	0	2025-01-31
Fidelity Global Intrinsic Value Cl F5	0.456%	0.000%	120,000	0	2024-03-31
Bridgeway Omni Small-Cap Value	0.423%	-3.473%	111,189	-4,000	2024-12-31
Bridgeway Omni Small-Cap Value N	0.423%	-3.473%	111,189	-4,000	2024-12-31
EA Bridgeway Omni Small-Cap Value ETF	0.411%	0.000%	108,067	0	2025-02-28
DFA US Micro Cap I	0.403%	0.000%	106,109	0	2025-01-31
Vanguard Institutional Extnd Mkt Idx Tr	0.396%	0.910%	104,214	940	2025-02-28
Vanguard Extended Market Index Investor	0.380%	0.000%	99,783	0	2023-08-31
DFA US Targeted Value I	0.333%	0.000%	87,547	0	2025-01-31
Fidelity Series Intrinsic Opps	0.331%	0.000%	87,129	0	2024-12-31
Invesco Dorsey Wright SmallCap Momt ETF	0.318%	0.000%	83,702	0	2024-09-30
Avantis® U.S. Small Cap Value ETF	0.299%	0.000%	78,646	0	2023-07-29
Royce Capital Small-Cap Inv	0.282%	37.116%	74,317	20,117	2024-12-31
WisdomTree US SmallCap Dividend ETF	0.274%	0.170%	72,088	122	2024-11-29
DFA US Core Equity 2 I	0.274%	0.000%	72,087	0	2025-01-31
Fidelity Small Cap Index	0.270%	0.937%	71,100	660	2024-10-31
Oberweis Micro-Cap Growth	0.268%	2.174%	70,500	1,500	2024-12-31
Oberweis Micro-Cap	0.268%	2.174%	70,500	1,500	2024-12-31
Royce Micro Cap Trust	0.267%	-43.916%	70,240	-55,000	2024-12-31
Boston Partners Small Cap Value II Inv	0.264%	-2.613%	69,504	-1,865	2023-07-31
First Trust Small Cap Core AlphaDEX® ETF	0.259%	0.000%	68,046	0	2024-11-28
Mercer US Small/Mid Cap Equity Y3	0.250%	0.000%	65,579	0	2023-11-30
Fidelity® Small Cap Index	0.236%	0.000%	62,005	0	2023-04-30
DFA US Core Equity 1 I	0.227%	-7.603%	59,856	-4,925	2024-05-31
Invesco DWA SmallCap Momentum ETF	0.212%	2.437%	55,728	1,326	2023-03-30
Fidelity Global Intrinsic Val CN Cl F	0.199%	19.594%	52,399	8,585	2022-12-31
iShares Russell 2000 Growth ETF	0.162%	0.113%	42,490	48	2022-12-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.157%	0.000%	41,216	0	2023-02-28