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Universal Logistics Holdings (ULH)

CUSIP: 91388P105 | NYSE | Industrials · Trucking | Small Cap | 359 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AFMR LLC3,635,34113.8%New 5%+ stakeSep 30, 20263,953,379 sh (Jun 30, 2026)
13G/AFMR LLC3,635,341
13.8% of class · Sep 30, 2026New 5%+ stake
3,953,379 sh (Jun 30, 2026)

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP807,288
0.0% of portfolio›$14.0M
Geode Capital Management, LLC210,848
0.0% of portfolio›$3.6M
Bank of New York Mellon Corp188,990
0.0% of portfolio›$3.3M
Russell Investments Group, Ltd.44,206
0.0% of portfolio›$764.3K
Strs Ohio30,100
0.0% of portfolio›$520.4K
Citigroup Inc28,407
0.0% of portfolio›$491.2K
Barclays PLC19,373
0.0% of portfolio›$335.0K
Deutsche Bank Ag\7,202
0.0% of portfolio›$124.5K
State of Alaska, Department of Revenue1,412
0.0% of portfolio›$24
Fortitude Family Office, LLC628
0.0% of portfolio›$10.9K
Harbor Capital Advisors, Inc.539
0.0% of portfolio›$9
Gamma Investing LLC487
0.0% of portfolio›$8.4K
Farther Finance Advisors, LLC392
0.0% of portfolio›$6.8K
MassMutual Private Wealth & Trust, FSB245
0.0% of portfolio›$4.2K
Versant Capital Management, Inc234
0.0% of portfolio›$4.0K
Allworth Financial LP158
0.0% of portfolio›$2.3K
Sterling Capital Management LLC141
0.0% of portfolio›$2.4K
SJS Investment Consulting Inc.75
0.0% of portfolio›$1.3K
PNC Financial Services Group, Inc.75
0.0% of portfolio›$1.3K
Physician Wealth Advisors, Inc.68
0.0% of portfolio›$1.2K
Zions Bancorporation, National Association65
0.0% of portfolio›$1.1K
EverSource Wealth Advisors, LLC43
0.0% of portfolio›$743
Root Financial Partners, LLC37
0.0% of portfolio›$640
Essential Partners LLC31
0.0% of portfolio›$536
Larson Financial Group LLC31
0.0% of portfolio›$536
IFP Advisors, Inc20
0.0% of portfolio›$346
Covestor Ltd11
0.0% of portfolio›$0
Clearstead Advisors, LLC4
0.0% of portfolio›$70
Ascentis Wealth Management, LLC4
0.0% of portfolio›$69
Caitong International Asset Management Co., Ltd4
0.0% of portfolio›$69
SBI Securities Co., Ltd.3
0.0% of portfolio›$52
True Wealth Design, LLC2
0.0% of portfolio›$35
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
807,288$14.0M0.0%IndexLowAustin, TX2026-11-04
Geode Capital Management, LLC
210,848$3.6M0.0%IndexVery LowBoston, MA2026-11-06
Bank of New York Mellon Corp
188,990$3.3M0.0%CoreLowNew York, NY2026-11-05
Russell Investments Group, Ltd.
44,206$764.3K0.0%CoreLowSeattle, WA2026-11-06
Strs Ohio
30,100$520.4K0.0%CoreMediumColumbus, OH2026-10-30
Citigroup Inc
28,407$491.2K0.0%CoreMediumNew York, NY2026-11-04
Barclays PLC
19,373$335.0K0.0%CoreMediumLondon, United Kingdom2026-11-06
Deutsche Bank Ag\
7,202$124.5K0.0%CoreMediumFrankfurt Am Main, Hong Kong2026-11-06
State of Alaska, Department of Revenue
1,412$240.0%CoreVery LowJuneau, AK2026-10-15
Fortitude Family Office, LLC
628$10.9K0.0%ETFMediumScottsdale, AZ2026-10-14
Harbor Capital Advisors, Inc.
539$90.0%ValueHighChicago, IL2026-10-22
Gamma Investing LLC
487$8.4K0.0%IndexVery LowFoster City, CA2026-10-08
Farther Finance Advisors, LLC
392$6.8K0.0%IndexLowSan Francisco, CA2026-10-08
MassMutual Private Wealth & Trust, FSB
245$4.2K0.0%CoreLowSpringfield, MA2026-10-05
Versant Capital Management, Inc
234$4.0K0.0%GARPLowPhoenix, AZ2026-10-02
Allworth Financial LP
158$2.3K0.0%IndexLowFolsom, CA2026-11-06
Sterling Capital Management LLC
141$2.4K0.0%GARPMediumCharlotte, NC2026-10-22
SJS Investment Consulting Inc.
75$1.3K0.0%ETFVery LowSylvania, OH2026-10-26
PNC Financial Services Group, Inc.
75$1.3K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Physician Wealth Advisors, Inc.
68$1.2K0.0%ETFMediumMidvale, UT2026-10-20
Zions Bancorporation, National Association
65$1.1K0.0%CoreMediumSalt Lake City, UT2026-11-06
EverSource Wealth Advisors, LLC
43$7430.0%CoreMediumBirmingham, AL2026-11-04
Root Financial Partners, LLC
37$6400.0%ETFMediumEncinitas, CA2026-10-21
Essential Partners LLC
31$5360.0%ValueMediumRancho Santa Fe, CA2026-10-14
Larson Financial Group LLC
31$5360.0%GrowthLowSt Louis, MO2026-11-05
IFP Advisors, Inc
20$3460.0%GrowthLowTampa, FL2026-10-16
Covestor Ltd
11$00.0%ValueHighLondon, United Kingdom2026-10-30
Clearstead Advisors, LLC
4$700.0%ETFLowCleveland, OH2026-11-06
Ascentis Wealth Management, LLC
4$690.0%Agg GrowthLowDallas, TX2026-11-03
Caitong International Asset Management Co., Ltd
4$690.0%GrowthVery HighHong Kong, South Korea2026-10-29
SBI Securities Co., Ltd.
3$520.0%Agg GrowthLowTokyo, Mexico2026-10-22
True Wealth Design, LLC
2$350.0%ETFMediumAkron, OH2026-10-13