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Universal Logistics Ownership | Who Owns Universal Logistics?

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Universal Logistics Ownership Summary

Universal Logistics is owned by 28.10% institutional investors, 74.62% insiders. Fmr is the largest institutional shareholder, holding 15.00% of ULH shares. Fidelity Low-Priced Stock is the top mutual fund, with 6.80% of its assets in Universal Logistics shares.

ULH Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockUniversal Logistics28.10%74.62%-2.72%
SectorIndustrials Stocks 46.77%12.62%40.60%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Fmr3.95M15.00%$92.57M
Dimensional fund advisors lp884.91K3.36%$20.74M
Blackrock525.69K2.00%$21.34M
Blackrock funding, inc. /de508.97K1.93%$11.93M
Vanguard group395.53K1.50%$9.27M
American century companies279.50K1.06%$6.55M
Geode capital management192.68K0.73%$4.52M
Bridgeway capital management175.11K0.67%$4.10M
State street150.81K0.57%$3.55M
First trust advisors lp136.11K0.52%$3.19M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Verdad advisers, lp12.50K0.59%$507.38K
Denali advisors93.01K0.25%$2.18M
Bridgeway capital management175.11K0.09%$4.10M
Pacific ridge capital partners15.48K0.08%$362.85K
Anchor capital advisors49.51K0.03%$1.16M
Empowered funds95.80K0.02%$2.25M
Royce & associates lp70.24K0.02%$1.65M
Quest partners4.36K0.01%$102.27K
Fmr3.95M0.00%$92.57M
Dimensional fund advisors lp884.91K0.00%$20.74M

Top Buyers

HolderShares% AssetsChange
American century companies279.50K0.00%16.90K
Blackrock525.69K0.00%14.04K
Jane street group12.61K-12.61K
First trust advisors lp136.11K0.00%6.85K
Susquehanna group, llp5.09K-5.09K

Top Sellers

HolderShares% AssetsChange
Scopus asset management---75.50K
Oberweis asset management inc/---70.50K
Globeflex capital l p---46.62K
Brandywine global investment management---45.29K
Lsv asset management---34.70K

New Positions

HolderShares% AssetsChangeValue
Jane street group12.61K-12.61K$295.56M
Susquehanna group, llp5.09K-5.09K$233.84K
State of alaska, department of revenue1.35K0.00%1.35K$31.00K
Optiver b.v.90.00-90.00$2.11K

Sold Out

HolderChange
Nelson, van denburg & campbell wealth management group-1.00
Global retirement partners-5.00
Advisor group-16.00
Quadrant capital group-19.00
Coldstream capital management-22.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 202563-12.50%7,399,143-4.18%283.27%22-31.25%24-4.00%
Jun 30, 202572-17.24%7,721,9874.90%293.75%32-23.81%25-16.67%
Mar 31, 2025862.38%7,349,0841.67%273.70%41-3119.23%
Dec 31, 202465-28.57%6,487,368-5.75%243.60%32-33.33%17-32.00%
Sep 30, 2024912.25%6,883,1440.46%263.86%48-9.43%25-

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Fidelity Low-Priced Stock1.79M6.80%5.59K
Strategic Advisers Fidelity US TtlStk431.18K1.64%-
Fidelity LowPriced Stock Commingled Pl A351.80K1.34%2.10K
Fidelity Low-Priced Stock K6307.79K1.17%6.61K
Fidelity Global Value Growth Eq MF278.32K1.06%103.85K
Avantis US Small Cap Value ETF234.35K0.89%336.00
Vanguard US Total Market Shares ETF231.01K0.88%-
Vanguard Total Stock Mkt Idx Inv226.03K0.86%-4.98K
Fidelity Series Intrinsic Opps171.04K0.65%1.20K
iShares Russell 2000 ETF155.96K0.59%-

Recent Insider Transactions

DateNameRoleActivityValue
Aug 01, 2023MOROUN MATTHEW T Buy$284.21M
Aug 01, 2023MOROUN MATTHEW T Buy$81.90M
Aug 01, 2023MOROUN MATTHEW T Sell$81.90M
Aug 01, 2023MOROUN MATTHEW T Sell$284.21M
Aug 01, 2023MOROUN MATTHEW T Buy$273.33M

Insider Transactions Trends

DateBuySell
2025 Q2--
2025 Q1--
2024 Q2--
2024 Q1--
2023 Q344

ULH Ownership FAQ

Who owns the most shares of Universal Logistics?

Universal Logistics’s largest shareholders are Fmr (3.95M shares, 15.00%), Dimensional fund advisors lp (884.91K shares, 3.36%), and Blackrock (525.69K shares, 2.00%). Together, they hold 20.36% 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 6.80% of its total shares outstanding invested in 1.79M Universal Logistics shares.

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