Universal Logistics Ownership | Who Owns Universal Logistics?

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Universal Logistics Ownership Summary

Universal Logistics is owned by 27.92% institutional investors, 74.61% insiders. Fmr is the largest institutional shareholder, holding 11.11% of ULH shares. Fidelity Low-Priced Stock is the top mutual fund, with 5.80% of its assets in Universal Logistics shares.

ULH Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Universal Logistics	27.92%	74.61%	-2.53%
Sector	Industrials Stocks	39.35%	12.62%	48.03%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Fmr	2.92M	11.11%	$134.35M
Dimensional fund advisors lp	855.21K	3.25%	$39.29M
Blackrock funding, inc. /de	546.64K	2.08%	$25.11M
Blackrock	525.69K	2.00%	$21.34M
Vanguard group	395.80K	1.50%	$18.18M
Lsv asset management	238.30K	0.91%	$10.95M
American century companies	231.62K	0.88%	$10.64M
Bridgeway capital management	214.32K	0.81%	$9.85M
Geode capital management	179.72K	0.68%	$8.26M
Royce & associates lp	173.92K	0.66%	$7.99M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Verdad advisers, lp	12.50K	0.59%	$507.38K
Denali advisors	92.25K	0.44%	$4.24M
Bridgeway capital management	214.32K	0.22%	$9.85M
Pacific ridge capital partners	9.92K	0.10%	$455.59K
Numerai gp	7.03K	0.09%	$322.77K
Royce & associates lp	173.92K	0.07%	$7.99M
Empowered funds	103.13K	0.07%	$4.74M
Anchor capital advisors	34.10K	0.04%	$1.57M
Lsv asset management	238.30K	0.03%	$10.95M
Wealthcollab	336.00	0.01%	$15.44K

Top Buyers

Holder	Shares	% Assets	Change
Fmr	2.92M	0.01%	386.54K
First trust advisors lp	96.58K	0.00%	96.58K
Invesco	96.05K	0.00%	81.30K
American century companies	231.62K	0.01%	21.52K
Morgan stanley	95.51K	0.00%	17.63K

Top Sellers

Holder	Shares	% Assets	Change
Lsv asset management	238.30K	0.03%	-86.64K
Scopus asset management	-	-	-75.50K
Oberweis asset management inc/	-	-	-70.50K
Bank of new york mellon	93.91K	0.00%	-56.69K
Globeflex capital l p	-	-	-46.62K

New Positions

Holder	Shares	% Assets	Change	Value
First trust advisors lp	96.58K	0.00%	96.58K	$4.44M
Susquehanna group, llp	5.09K	-	5.09K	$233.84K

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-1.00
Global retirement partners	-5.00
Capital performance advisors llp	-30.00
Capital advisors	-32.00
Quarry lp	-54.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Mar 31, 2025	86	2.38%	7,349,084	1.67%	27	3.70%	41	-	31	19.23%
Dec 31, 2024	65	-28.57%	6,487,368	-5.75%	24	3.60%	32	-33.33%	17	-32.00%
Sep 30, 2024	91	2.25%	6,883,144	0.46%	26	3.86%	48	-9.43%	25	-
Jun 30, 2024	88	15.79%	6,851,711	0.57%	26	3.88%	52	73.33%	25	-16.67%
Mar 31, 2024	76	-2.56%	6,813,161	1.52%	25	3.97%	30	-11.76%	30	-6.25%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Fidelity Low-Priced Stock	1.53M	5.80%	65.10K
Strategic Advisers Fidelity US TtlStk	385.49K	1.46%	22.63K
Fidelity LowPriced Stock Commingled Pl A	296.30K	1.13%	16.00K
Fidelity Low-Priced Stock K6	250.58K	0.95%	15.33K
Vanguard US Total Market Shares ETF	231.01K	0.88%	-
Vanguard Total Stock Mkt Idx Inv	231.01K	0.88%	-
Avantis US Small Cap Value ETF	221.19K	0.84%	216.00
iShares Russell 2000 ETF	169.37K	0.64%	84.00
Fidelity Series Intrinsic Opps	129.96K	0.49%	10.23K
DFA US Small Cap I	126.82K	0.48%	-900.00

Recent Insider Transactions

Date	Name	Activity	Value
Aug 01, 2023	MOROUN MATTHEW T	Buy	$284.21M
Aug 01, 2023	MOROUN MATTHEW T	Buy	$81.90M
Aug 01, 2023	MOROUN MATTHEW T	Sell	$81.90M
Aug 01, 2023	MOROUN MATTHEW T	Sell	$284.21M
Aug 01, 2023	MOROUN MATTHEW T	Buy	$273.33M

Insider Transactions Trends

Date	Buy	Sell
2025 Q2	-	-
2025 Q1	-	-
2024 Q2	-	-
2024 Q1	-	-
2023 Q3	4	4

ULH Ownership FAQ

Who owns the most shares of Universal Logistics?

Universal Logistics’s largest shareholders are Fmr (2.92M shares, 11.11%), Dimensional fund advisors lp (855.21K shares, 3.25%), and Blackrock funding, inc. /de (546.64K shares, 2.08%). Together, they hold 16.44% of Universal Logistics’s total shares outstanding.

Does Blackrock own Universal Logistics?

Yes, BlackRock owns 2.00% of Universal Logistics, totaling 525.69K shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 21.34M$. In the last quarter, BlackRock increased its holdings by 14.04K shares, a 2.74% change.

Who is Universal Logistics’s biggest shareholder by percentage of total assets invested?

Verdad advisers, lp is Universal Logistics’s biggest shareholder by percentage of total assets invested, with 0.59% of its assets in 12.5K Universal Logistics shares, valued at 507.38K$.

Who is the top mutual fund holder of Universal Logistics shares?

Fidelity Low-Priced Stock is the top mutual fund holder of Universal Logistics shares, with 5.80% of its total shares outstanding invested in 1.53M Universal Logistics shares.

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