ULH · Universal Logistics Holdings, Inc. · Holdings

$17.63 -0.83 (-4.50%) At close · Oct 5

Russell 2000 member Rebalance outlook locked

Market Cap

$440.08M

26.37M

Volume · Oct 5 109.61K Avg daily vol (3M) 49.81K

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Some SEC filings for this period have not finished importing. Holder totals and changes may be incomplete; these filings remain queued for recovery.

The Sep 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out. Each fund's Change is measured against its own previous reported quarter, shown in the Reported column. Pick a completed quarter in the Quarter selector below to put every fund on one quarter and see the stock-wide activity breakdown.

Quarter:

Holders: 74

Total Value: $109,204,483

Total Shares: 7,378,604

Institutional Ownership Trend

27 quarters

Holder Concentration

Across 73 13F filers

Top Holder

53.6%

of institutional value

Top 5

79.8%

of institutional value

Top 10

90.5%

of institutional value

HHI

3,105

Highly concentrated

Showing 74 of 74

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

FMR LLC

$58,510,007

53.58%

3,953,379

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	2,615,127	$38,703,879	66.1%	Defined
FIDELITY MANAGEMENT TRUST CO	368,552	$5,454,569	9.3%	Defined
Fidelity Institutional Asset Management Trust Co	62,613	$926,672	1.6%	Defined
FIAM LLC	907,087	$13,424,887	22.9%	Defined

DIMENSIONAL FUND ADVISORS LP

$11,920,984

10.92%

805,472

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Dimensional Fund Advisors Ltd.	2,146	$31,760	0.3%	Defined
DFA Australia Ltd.	7,767	$114,951	1.0%	Defined
Dimensional Fund Advisors Pte. Ltd.	250	$3,700	0.0%	Defined
Dimensional Ireland Ltd	37,430	$553,964	4.6%	Defined
Held directly	757,879	$11,216,609	94.1%	Sole

BlackRock, Inc.

$8,081,863

7.40%

546,072

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	2,427	$35,919	0.4%	Sole
BlackRock Asset Management Canada Ltd	14	$207	0.0%	Sole
BlackRock Investment Management, LLC	21,004	$310,859	3.8%	Sole
BLACKROCK ADVISORS LLC	14,200	$210,160	2.6%	Sole
BlackRock Fund Advisors	270,219	$3,999,241	49.5%	Sole
BlackRock Institutional Trust Company, N.A.	216,986	$3,211,392	39.7%	Sole
Aperio Group, LLC	21,222	$314,085	3.9%	Sole

AMERICAN CENTURY COMPANIES INC

$4,479,530

4.10%

302,671

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
AMERICAN CENTURY INVESTMENT MANAGEMENT INC	302,671	$4,479,530	100.0%	Defined

VANGUARD CAPITAL MANAGEMENT LLC

$4,167,946

3.82%

281,618

GEODE CAPITAL MANAGEMENT, LLC

$3,164,328

2.90%

213,806

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	26,729	$395,589	12.5%	Defined
Held directly	187,077	$2,768,739	87.5%	Defined

Bank of New York Mellon Corp

$2,770,396

2.54%

187,189

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Investments Corporation	176,053	$2,605,584	94.1%	Defined
The Bank of New York Mellon	11,078	$163,954	5.9%	Defined
BNY Mellon, NA joint	55	$814	0.0%	Defined
Held directly	3	$44	0.0%	Defined

BRIDGEWAY CAPITAL MANAGEMENT, LLC

$2,178,471

1.99%

147,194

STATE STREET CORP

$2,125,975

1.95%

143,647

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS EUROPE LIMITED joint	143,647	$2,125,975	100.0%	Defined

Empowered Funds, LLC

$1,422,502

1.30%

96,115

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Bridgeway Capital Management, LLC	96,115	$1,422,502	100.0%	Other

NORTHERN TRUST CORP

$1,041,208

0.95%

70,352

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	64,741	$958,166	92.0%	Defined
NORTHERN TRUST GLOBAL INVESTMENTS LTD	4,640	$68,672	6.6%	Defined
DWS INVESTMENT MANAGEMENT AMERICAS, INC joint	971	$14,370	1.4%	Other

UBS Group AG

$890,027

0.82%

60,137

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS AG	11,979	$177,289	19.9%	Defined
UBS Switzerland AG	48,158	$712,738	80.1%	Defined

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$780,700

0.71%

52,750

VANGUARD PORTFOLIO MANAGEMENT LLC

$709,911

0.65%

47,967

VANGUARD FIDUCIARY TRUST CO

$671,712

0.62%

45,386

Quantinno Capital Management LP

$642,157

0.59%

43,389

Pacific Ridge Capital Partners, LLC

$499,796

0.46%

33,770

ROYAL BANK OF CANADA

$464,423

0.43%

31,380

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC CMA LTD.	216	$3,196	0.7%	Defined
RBC Capital Markets, LLC	31,164	$461,227	99.3%	Defined

AQR CAPITAL MANAGEMENT LLC

$446,957

0.41%

30,200

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RF&L WEALTH MANAGEMENT, LLC	4	$59	0.0%	Other
Arax Advisory Partners	106	$1,568	0.4%	Other
HALBERT HARGROVE GLOBAL ADVISORS, LLC	42	$621	0.1%	Other
Stokes Family Office, LLC	116	$1,716	0.4%	Other
Held directly	29,932	$442,993	99.1%	Defined

CITIGROUP INC

$383,068

0.35%

25,883

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citibank, N.A. joint	614	$9,087	2.4%	Defined
Citigroup Financial Products Inc. joint	25,269	$373,981	97.6%	Defined

GOLDMAN SACHS GROUP INC

$352,891

0.32%

23,844

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS ASSET MANAGEMENT, L.P.	23,844	$352,891	100.0%	Defined

Nuveen, LLC

$339,645

0.31%

22,949

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Nuveen Asset Management, LLC joint	3,944	$58,371	17.2%	Defined
TEACHERS ADVISORS, LLC joint	19,005	$281,274	82.8%	Defined

STRS OHIO

$288,600

0.26%

19,500

MILLENNIUM MANAGEMENT LLC

$283,716

0.26%

19,170

D. E. Shaw & Co., Inc.

$275,531

0.25%

18,617

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
D. E. SHAW & CO, L.P.	18,617	$275,531	100.0%	Defined

MORGAN STANLEY

$261,585

0.24%

17,675

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	66	$976	0.4%	Defined
MORGAN STANLEY & CO. LLC	2,046	$30,280	11.6%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	2,489	$36,837	14.1%	Defined
MORGAN STANLEY INVESTMENT MANAGEMENT INC	2,681	$39,678	15.2%	Defined
MORGAN STANLEY SMITH BARNEY LLC	65	$961	0.4%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	10,328	$152,853	58.4%	Defined

Jump Financial, LLC

$207,894

0.19%

14,047

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jump Trading Holdings, LLC joint	21	$310	0.1%	Defined
Leap GP LLC joint	14,026	$207,584	99.9%	Defined

ALLIANCEBERNSTEIN L.P.

$186,776

0.17%

12,620

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Equitable Holdings, Inc.	12,620	$186,776	100.0%	Defined

EntryPoint Capital, LLC

$182,217

0.17%

12,312

Invesco Ltd.

$168,349

0.15%

11,375

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Advisers, Inc. joint	818	$12,106	7.2%	Defined
Invesco Trust Co joint	2,848	$42,150	25.0%	Defined
Invesco Capital Management LLC	7,709	$114,093	67.8%	Defined

Quadrature Capital Ltd

$162,829

0.15%

11,002

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Quadrature US Inc.	11,002	$162,829	100.0%	Other

Metis Global Partners, LLC

$160,876

0.15%

10,870

BNP PARIBAS ARBITRAGE, SA

$146,016

0.13%

9,866

Federation des caisses Desjardins du Quebec

$144,004

0.13%

9,730

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Desjardins Securities inc.	9,730	$144,004	100.0%	Defined

RHUMBLINE ADVISERS

$124,438

0.11%

8,408

WELLS FARGO & COMPANY/MN

$88,829

0.08%

6,002

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	6,002	$88,829	100.0%	Defined

DEUTSCHE BANK AG\

$75,139

0.07%

5,077

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DWS Investments UK Ltd	5,077	$75,139	100.0%	Defined

Russell Investments Group, Ltd.

$59,865

0.05%

4,045

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC	4,045	$59,865	100.0%	Defined

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

$48,647

0.04%

3,287

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Global X Management CO LLC joint	3,287	$48,647	100.0%	Defined

NEW YORK STATE COMMON RETIREMENT FUND

$45,243

0.04%

3,057

JPMORGAN CHASE & CO

$44,251

0.04%

2,990

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JPMorgan Chase Bank, N.A.	2,972	$43,985	99.4%	Defined
J.P. Morgan Investment Management Inc.	18	$266	0.6%	Defined

State of Alaska, Department of Revenue

$40,921

0.04%

2,765

Vanguard Global Advisers, LLC

$38,006

0.03%

2,568

Police & Firemen's Retirement System of New Jersey

$27,291

0.02%

1,844

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Capital	1,844	$27,291	100.0%	Defined

Tower Research Capital LLC (TRC)

$22,866

0.02%

1,545

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Latour Trading LLC (Latour)	1,545	$22,866	100.0%	Defined

BARCLAYS PLC

$17,537

0.02%

1,185

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	976	$14,444	82.4%	Defined
BARCLAYS CAPITAL INC.	209	$3,093	17.6%	Defined

Legal & General Group Plc

$8,702

0.01%

588

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Legal & General Investment Management America Inc	588	$8,702	100.0%	Defined

HARBOR CAPITAL ADVISORS, INC.

$8,421

0.01%

569

GAMMA Investing LLC

$7,622

0.01%

515

Ameritas Investment Partners, Inc.

$7,030

0.01%

475

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EATON VANCE MANAGEMENT	475	$7,030	100.0%	Other

Arax Advisory Partners

$5,934

0.01%

401

MassMutual Private Wealth & Trust, FSB

$4,236

0.00%

245

Versant Capital Management, Inc

$4,045

0.00%

234

Allworth Financial LP

$2,338

0.00%

158

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

$2,264

0.00%

153

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Group AG	153	$2,264	100.0%	Defined

Sterling Capital Management LLC

$1,864

0.00%

126

CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM

$1,406

0.00%

Physician Wealth Advisors, Inc.

$1,006

0.00%

ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/

$962

0.00%

EverSource Wealth Advisors, LLC

$591

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BMSS Wesson Wealth Solutions, LLC	5	$74	12.5%	Sole
Held directly	35	$517	87.5%	Sole

SIGNATUREFD, LLC

$532

0.00%

SJS Investment Consulting Inc.

$399

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

$310

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	21	$310	100.0%	Defined

Covestor Ltd

$281

0.00%

Global Retirement Partners, LLC

$192

0.00%

Farther Finance Advisors, LLC

$88

0.00%

Essential Partners LLC

$59

0.00%

Caitong International Asset Management Co., Ltd

$59

0.00%

ROTHSCHILD INVESTMENT LLC

$59

0.00%

Clearstead Advisors, LLC

$59

0.00%

SBI Securities Co., Ltd.

$44

0.00%

Optiver Holding B.V.

$29

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Optiver VOF	2	$29	100.0%	Defined

True Wealth Design, LLC

$14

0.00%

HUNTINGTON NATIONAL BANK

$14

0.00%

Key facts CIK 1308208 CUSIP 91388P105 13F (30d) 3 filings 3 filers Visit website Investor relations