Universal Logistics Ownership | Who Owns Universal Logistics?
Universal Logistics Ownership Summary
Universal Logistics is owned by 6.29% institutional investors, 73.48% insiders, and 20.23% retail investors. Fmr is the largest institutional shareholder, holding 15.01% of ULH shares. Fidelity Low-Priced Stock is the top mutual fund, with 6.75% of its assets in Universal Logistics shares.
ULH Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Universal Logistics | 6.29% | 73.48% | 20.23% |
| Sector | Industrials Stocks | 49.61% | 15.69% | 34.70% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Fmr | 3.95M | 15.01% | $83.56M |
| Dimensional fund advisors lp | 845.02K | 3.21% | $17.86M |
| Blackrock | 525.69K | 2.00% | $21.34M |
| Blackrock funding, inc. /de | 485.72K | 1.84% | $10.27M |
| Vanguard group | 395.85K | 1.50% | $6.01M |
| American century companies | 313.81K | 1.19% | $6.63M |
| Geode capital management | 209.71K | 0.80% | $4.43M |
| Bank of new york mellon | 177.75K | 0.68% | $3.76M |
| Bridgeway capital management | 141.88K | 0.54% | $3.00M |
| State street | 141.50K | 0.54% | $3.01M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Verdad advisers, lp | 12.50K | 0.59% | $507.38K |
| Pacific ridge capital partners | 34.16K | 0.16% | $722.10K |
| Bridgeway capital management | 141.88K | 0.06% | $3.00M |
| Anchor capital advisors | 49.90K | 0.03% | $1.05M |
| Empowered funds | 90.80K | 0.01% | $1.92M |
| Archer investment | 2.26K | 0.01% | $47.69K |
| Quest partners | 9.40K | 0.01% | $142.80K |
| Metis global partners | 10.87K | 0.01% | $229.79K |
| Fmr | 3.95M | 0.00% | $83.56M |
| Dimensional fund advisors lp | 845.02K | 0.00% | $17.86M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ubs group | 54.21K | 0.00% | 47.10K |
| Vanguard fiduciary trust | 44.75K | 0.00% | 44.75K |
| American century companies | 313.81K | 0.00% | 23.21K |
| Quantinno capital management lp | 37.77K | 0.00% | 20.51K |
| Blackrock | 525.69K | 0.00% | 14.04K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| First trust advisors lp | - | - | -136.11K |
| Scopus asset management | - | - | -75.50K |
| Oberweis asset management inc/ | - | - | -70.50K |
| Royce & associates lp | - | - | -70.24K |
| Denali advisors | - | - | -49.22K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Vanguard fiduciary trust | 44.75K | 0.00% | 44.75K | $945.97K |
| Metis global partners | 10.87K | 0.01% | 10.87K | $229.79K |
| D. e. shaw | 10.19K | 0.00% | 10.19K | $215.37K |
| Susquehanna group, llp | 5.09K | - | 5.09K | $233.84K |
| Vanguard global advisers | 2.57K | - | 2.57K | $54.29K |
Sold Out
| Holder | Change |
|---|---|
| Ifp advisors | -1.00 |
| Nelson, van denburg & campbell wealth management group | -1.00 |
| True wealth design | -2.00 |
| Rothschild investment | -10.00 |
| Advisor group | -16.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 35 | -49.28% | 1,656,436 | -77.61% | 6 | 0.80% | 22 | -29.03% | 8 | -69.23% |
| Dec 31, 2025 | 53 | -29.33% | 3,051,050 | -59.79% | 11 | 1.40% | 21 | -19.23% | 21 | -30.00% |
| Sep 30, 2025 | 63 | -12.50% | 7,399,143 | -4.18% | 28 | 3.27% | 22 | -31.25% | 24 | -4.00% |
| Jun 30, 2025 | 72 | -17.24% | 7,721,987 | 4.90% | 29 | 3.75% | 32 | -23.81% | 25 | -16.67% |
| Mar 31, 2025 | 86 | 2.38% | 7,349,084 | 1.67% | 27 | 3.70% | 41 | - | 31 | 19.23% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Fidelity Low-Priced Stock | 1.78M | 6.75% | -1.44K |
| Fidelity Global Value Growth Eq MF | 437.07K | 1.66% | 158.75K |
| Strategic Advisers Fidelity US TtlStk | 431.48K | 1.64% | 400.00 |
| Fidelity LowPriced Stock Commingled Pl A | 360.38K | 1.37% | - |
| Fidelity Low-Priced Stock K6 | 310.32K | 1.18% | 1.44K |
| Avantis US Small Cap Value ETF | 268.58K | 1.02% | - |
| Vanguard US Total Market Shares ETF | 231.01K | 0.88% | - |
| Vanguard Total Stock Mkt Idx Inv | 225.40K | 0.85% | - |
| Fidelity Series Intrinsic Opps | 171.04K | 0.65% | - |
| iShares Russell 2000 ETF | 154.00K | 0.58% | 1.32K |
Recent Insider Transactions
| Date | Name | Role | 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 |
|---|---|---|
| 2026 Q2 | - | - |
| 2026 Q1 | - | - |
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q2 | - | - |
ULH Ownership FAQ
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