Universal Logistics Ownership | Who Owns Universal Logistics?
Universal Logistics Ownership Summary
Universal Logistics is owned by 28.21% institutional investors, 73.52% insiders. Fmr is the largest institutional shareholder, holding 15.00% of ULH shares. Fidelity Low-Priced Stock is the top mutual fund, with 6.71% of its assets in Universal Logistics shares.
ULH Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Universal Logistics | 28.21% | 73.52% | -1.73% |
| Sector | Industrials Stocks | 67.86% | 16.45% | 15.69% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Fmr | 3.95M | 15.00% | $58.51M |
| Dimensional fund advisors lp | 805.47K | 3.06% | $11.92M |
| Blackrock funding, inc. /de | 546.07K | 2.07% | $8.08M |
| Blackrock | 525.69K | 2.00% | $21.34M |
| Vanguard group | 395.85K | 1.50% | $6.01M |
| American century companies | 302.67K | 1.15% | $4.48M |
| Vanguard capital management | 281.62K | 1.07% | $4.17M |
| Geode capital management | 213.81K | 0.81% | $3.17M |
| Bank of new york mellon | 187.19K | 0.71% | $2.77M |
| Bridgeway capital management | 147.19K | 0.56% | $2.18M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Verdad advisers, lp | 12.50K | 0.59% | $507.38K |
| Pacific ridge capital partners | 33.77K | 0.09% | $499.80K |
| Entrypoint capital | 12.31K | 0.04% | $182.22K |
| Bridgeway capital management | 147.19K | 0.04% | $2.18M |
| Quest partners | 9.40K | 0.01% | $142.80K |
| Empowered funds | 96.11K | 0.01% | $1.42M |
| Metis global partners | 10.87K | 0.00% | $160.88K |
| Fmr | 3.95M | 0.00% | $58.51M |
| Dimensional fund advisors lp | 805.47K | 0.00% | $11.92M |
| American century companies | 302.67K | 0.00% | $4.48M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 546.07K | 0.00% | 60.35K |
| Sixth street partners management company | 52.75K | 0.00% | 52.75K |
| Aqr capital management | 30.20K | 0.00% | 30.20K |
| Jump financial | 14.05K | 0.00% | 14.05K |
| 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 |
| Anchor capital advisors | - | - | -49.90K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Sixth street partners management company | 52.75K | 0.00% | 52.75K | $780.70K |
| Aqr capital management | 30.20K | 0.00% | 30.20K | $446.96K |
| Jump financial | 14.05K | 0.00% | 14.05K | $207.90K |
| Entrypoint capital | 12.31K | 0.04% | 12.31K | $182.22K |
| Quadrature capital | 11.00K | 0.00% | 11.00K | $162.83K |
Sold Out
| Holder | Change |
|---|---|
| Ifp advisors | -1.00 |
| Nelson, van denburg & campbell wealth management group | -1.00 |
| Mai capital management | -6.00 |
| Root financial partners | -8.00 |
| Advisor group | -16.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 74 | 7.25% | 7,434,460 | 2.03% | 28 | 3.69% | 42 | 5.00% | 22 | 22.22% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Fidelity Low-Priced Stock | 1.77M | 6.71% | -2.38K |
| Fidelity Global Value Growth Eq MF | 437.07K | 1.66% | 158.75K |
| Strategic Advisers Fidelity US TtlStk | 431.48K | 1.64% | - |
| Fidelity LowPriced Stock Commingled Pl A | 368.55K | 1.40% | - |
| Fidelity Low-Priced Stock K6 | 313.10K | 1.19% | 2.38K |
| Avantis US Small Cap Value ETF | 260.67K | 0.99% | -126.00 |
| Vanguard US Total Market Shares ETF | 231.01K | 0.88% | - |
| Vanguard Total Stock Mkt Idx Inv | 198.90K | 0.75% | -26.50K |
| Vanguard MStar Total Stk Mkt Idx Invest | 198.90K | 0.75% | - |
| Vanguard Morn Total Stk Mkt Idx Investor | 198.90K | 0.75% | -26.50K |
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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