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Universal Logistics Ownership | Who Owns Universal Logistics?

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Universal Logistics Ownership Summary

Universal Logistics is owned by 29.33% institutional investors, 74.62% insiders. Fmr is the largest institutional shareholder, holding 11.11% of ULH shares. Fidelity Low-Priced Stock is the top mutual fund, with 6.78% of its assets in Universal Logistics shares.

ULH Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockUniversal Logistics29.33%74.62%-3.94%
SectorIndustrials Stocks 64.07%12.69%23.24%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Fmr2.92M11.11%$134.35M
Dimensional fund advisors lp855.21K3.25%$39.29M
Blackrock525.69K2.00%$21.34M
Blackrock funding, inc. /de516.37K1.96%$13.11M
Vanguard group395.80K1.50%$18.18M
American century companies262.60K1.00%$6.66M
Bridgeway capital management214.32K0.81%$9.85M
Geode capital management179.72K0.68%$8.26M
State street149.21K0.57%$6.87M
Denali advisors101.22K0.38%$2.57M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Verdad advisers, lp12.50K0.59%$507.38K
Denali advisors101.22K0.27%$2.57M
Bridgeway capital management214.32K0.22%$9.85M
Pacific ridge capital partners15.48K0.09%$392.88K
Anchor capital advisors34.10K0.04%$1.57M
Empowered funds99.37K0.03%$2.52M
Royce & associates lp70.24K0.02%$1.78M
Wealthcollab336.000.01%$15.44K
Dimensional fund advisors lp855.21K0.01%$39.29M
Fmr2.92M0.01%$134.35M

Top Buyers

HolderShares% AssetsChange
Fmr2.92M0.01%386.54K
First trust advisors lp96.58K0.00%96.58K
Invesco96.05K0.00%81.30K
Morgan stanley95.51K0.00%17.63K
Blackrock525.69K0.00%14.04K

Top Sellers

HolderShares% AssetsChange
Scopus asset management---75.50K
Oberweis asset management inc/---70.50K
Lsv asset management34.70K0.00%-59.80K
Bank of new york mellon93.91K0.00%-56.69K
Globeflex capital l p---46.62K

New Positions

HolderShares% AssetsChangeValue
First trust advisors lp96.58K0.00%96.58K$4.44M
Susquehanna group, llp5.09K-5.09K$233.84K
Physician wealth advisors39.000.00%39.00$990.00

Sold Out

HolderChange
Nelson, van denburg & campbell wealth management group-1.00
Global retirement partners-5.00
Farther finance advisors-12.00
Quadrant capital group-19.00
Covestor-21.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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-
Jun 30, 20248815.79%6,851,7110.57%263.88%5273.33%25-16.67%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Fidelity Low-Priced Stock1.78M6.78%12.95K
Strategic Advisers Fidelity US TtlStk431.18K1.64%1.70K
Fidelity LowPriced Stock Commingled Pl A349.70K1.33%2.06K
Fidelity Low-Priced Stock K6301.19K1.14%5.98K
Fidelity Global Value Growth Eq MF278.32K1.06%103.85K
Vanguard US Total Market Shares ETF231.01K0.88%-
Avantis US Small Cap Value ETF230.24K0.87%120.00
Vanguard Total Stock Mkt Idx Inv226.03K0.86%-4.98K
Fidelity Series Intrinsic Opps169.84K0.65%1.70K
iShares Russell 2000 ETF152.57K0.58%-2.94K

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 (2.92M shares, 11.11%), Dimensional fund advisors lp (855.21K shares, 3.25%), and Blackrock (525.69K shares, 2.00%). Together, they hold 16.36% 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 6.78% of its total shares outstanding invested in 1.78M Universal Logistics shares.

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