Universal Logistics Ownership | Who Owns Universal Logistics?
Universal Logistics Ownership Summary
Universal Logistics is owned by 11.59% institutional investors, 74.67% insiders, and 13.74% retail investors. Fmr is the largest institutional shareholder, holding 15.00% of ULH shares. Fidelity Low-Priced Stock is the top mutual fund, with 6.76% of its assets in Universal Logistics shares.
ULH Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Universal Logistics | 11.59% | 74.67% | 13.74% |
| Sector | Industrials Stocks | 47.66% | 12.52% | 39.82% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Fmr | 3.95M | 15.00% | $92.57M |
| Dimensional fund advisors lp | 868.97K | 3.30% | $13.20M |
| Blackrock | 525.69K | 2.00% | $21.34M |
| Blackrock funding, inc. /de | 493.67K | 1.87% | $7.50M |
| Vanguard group | 395.85K | 1.50% | $6.01M |
| American century companies | 279.50K | 1.06% | $6.55M |
| Geode capital management | 200.02K | 0.76% | $3.04M |
| Bank of new york mellon | 178.17K | 0.68% | $2.71M |
| Bridgeway capital management | 175.11K | 0.67% | $4.10M |
| State street | 150.81K | 0.57% | $3.55M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Verdad advisers, lp | 12.50K | 0.59% | $507.38K |
| Pacific ridge capital partners | 34.15K | 0.11% | $518.77K |
| Bridgeway capital management | 175.11K | 0.09% | $4.10M |
| Denali advisors | 49.22K | 0.08% | $747.71K |
| Anchor capital advisors | 48.54K | 0.02% | $737.35K |
| Empowered funds | 90.80K | 0.01% | $1.38M |
| Quest partners | 9.40K | 0.01% | $142.80K |
| Fmr | 3.95M | 0.00% | $92.57M |
| American century companies | 279.50K | 0.00% | $6.55M |
| Dimensional fund advisors lp | 868.97K | 0.00% | $13.20M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Bank of new york mellon | 178.17K | 0.00% | 88.85K |
| Pacific ridge capital partners | 34.15K | 0.11% | 18.67K |
| American century companies | 279.50K | 0.00% | 16.90K |
| Blackrock | 525.69K | 0.00% | 14.04K |
| Geode capital management | 200.02K | 0.00% | 7.34K |
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 |
| Globeflex capital l p | - | - | -46.62K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Susquehanna group, llp | 5.09K | - | 5.09K | $233.84K |
| Versant capital management | 631.00 | 0.00% | 631.00 | $9.59K |
| Private wealth management group | 222.00 | 0.00% | 222.00 | $3.37K |
| Optiver b.v. | 90.00 | - | 90.00 | $2.11K |
| Global retirement partners | 13.00 | - | 13.00 | $197.00 |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -1.00 |
| True wealth design | -2.00 |
| Rothschild investment | -10.00 |
| Advisor group | -16.00 |
| Quadrant capital group | -19.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2024 | 65 | -28.57% | 6,487,368 | -5.75% | 24 | 3.60% | 32 | -33.33% | 17 | -32.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Fidelity Low-Priced Stock | 1.78M | 6.76% | 138.00 |
| Fidelity Global Value Growth Eq MF | 437.07K | 1.66% | 158.75K |
| Strategic Advisers Fidelity US TtlStk | 431.08K | 1.64% | - |
| Fidelity LowPriced Stock Commingled Pl A | 354.75K | 1.35% | - |
| Fidelity Low-Priced Stock K6 | 314.51K | 1.19% | - |
| Avantis US Small Cap Value ETF | 264.34K | 1.00% | 750.00 |
| Vanguard US Total Market Shares ETF | 231.01K | 0.88% | - |
| Vanguard Total Stock Mkt Idx Inv | 225.40K | 0.86% | - |
| Fidelity Series Intrinsic Opps | 171.04K | 0.65% | - |
| iShares Russell 2000 ETF | 156.46K | 0.59% | -7.77K |
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 Q1 | - | - |
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q2 | - | - |
| 2024 Q1 | - | - |
ULH Ownership FAQ
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