DaveManuel.com · Institutional Ownership · Who Owns It
UNIVERSAL LOGISTICS HLDGS INCOM (ULH)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
73
Reporting holders
$109.3M
Reported value
28.0%
Of shares outstanding
0.0%
Calls
0.0%
Puts
+4
Holder change
Institutions report 7,378,359 shares against 26,367,805 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| FMR LLC | $58.5M | 3,953,379 | 0.00% | 27q | HELD |
| DIMENSIONAL FUND ADVISORS LP | $11.9M | 805,472 | 0.00% | 31q | -4.7%-$585.3K |
| BlackRock, Inc. | $8.1M | 546,072 | 0.00% | 8q | +12.4%+$893.2K |
| AMERICAN CENTURY COMPANIES INC | $4.5M | 302,671 | 0.00% | 16q | -3.5%-$164.8K |
| VANGUARD CAPITAL MANAGEMENT LLC | $4.2M | 281,618 | 0.00% | 2q | -7.6%-$342.8K |
| GEODE CAPITAL MANAGEMENT, LLC | $3.2M | 213,806 | 0.00% | 31q | +2.0%+$60.6K |
| Bank of New York Mellon Corp | $2.8M | 187,189 | 0.00% | 31q | +5.3%+$139.6K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $2.2M | 147,194 | 0.04% | 27q | +3.7%+$78.6K |
| STATE STREET CORP | $2.1M | 143,647 | 0.00% | 31q | +1.5%+$31.9K |
| Empowered Funds, LLC | $1.4M | 96,115 | 0.01% | 13q | +5.9%+$78.6K |
| NORTHERN TRUST CORP | $1.0M | 70,352 | 0.00% | 31q | +6.0%+$58.9K |
| UBS Group AG | $890.0K | 60,137 | 0.00% | 20q | +10.9%+$87.7K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $780.7K | 52,750 | 0.00% | 31q | -8.1%-$68.6K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $709.9K | 47,967 | 0.00% | 2q | +22.9%+$132.1K |
| VANGUARD FIDUCIARY TRUST CO | $671.7K | 45,386 | 0.00% | 2q | +1.4%+$9.4K |
| Quantinno Capital Management LP | $642.2K | 43,389 | 0.00% | 3q | +14.9%+$83.2K |
| Pacific Ridge Capital Partners, LLC | $499.8K | 33,770 | 0.09% | 11q | -1.1%-$5.7K |
| ROYAL BANK OF CANADA | $464.0K | 31,380 | 0.00% | 23q | -0.5%-$2.3K |
| AQR CAPITAL MANAGEMENT LLC | $447.0K | 30,200 | 0.00% | new | NEW |
| CITIGROUP INC | $383.1K | 25,883 | 0.00% | 31q | +103.9%+$195.2K |
| GOLDMAN SACHS GROUP INC | $352.9K | 23,844 | 0.00% | 2q | +137.8%+$204.5K |
| Nuveen, LLC | $339.6K | 22,949 | 0.00% | 6q | +11.6%+$35.4K |
| STRS OHIO | $288.6K | 19,500 | 0.00% | 23q | +51.2%+$97.7K |
| MILLENNIUM MANAGEMENT LLC | $283.7K | 19,170 | 0.00% | 3q | +32.4%+$69.4K |
| D. E. Shaw & Co., Inc. | $275.5K | 18,617 | 0.00% | 2q | +82.7%+$124.7K |
| ALLIANCEBERNSTEIN L.P. | $266.8K | 12,620 | 0.00% | 10q | +16.6%+$38.1K |
| MORGAN STANLEY | $261.6K | 17,675 | 0.00% | 35q | -48.0%-$241.0K |
| Jump Financial, LLC | $207.9K | 14,047 | 0.00% | new | NEW |
| EntryPoint Capital, LLC | $182.2K | 12,312 | 0.04% | new | NEW |
| Invesco Ltd. | $168.3K | 11,375 | 0.00% | 30q | -14.3%-$28.2K |
| Quadrature Capital Ltd | $162.8K | 11,002 | 0.00% | new | NEW |
| Metis Global Partners, LLC | $160.9K | 10,870 | 0.00% | 2q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $146.0K | 9,866 | 0.00% | 31q | +552.5%+$123.6K |
| Federation des caisses Desjardins du Quebec | $144.0K | 9,730 | 0.00% | 12q | -3.9%-$5.9K |
| RHUMBLINE ADVISERS | $124.4K | 8,408 | 0.00% | 17q | -3.6%-$4.6K |
| WELLS FARGO & COMPANY/MN | $88.8K | 6,002 | 0.00% | 31q | +134.9%+$51.0K |
| DEUTSCHE BANK AG\ | $75.1K | 5,077 | 0.00% | 34q | +3.6%+$2.6K |
| Russell Investments Group, Ltd. | $59.9K | 4,045 | 0.00% | 31q | +503.7%+$50.0K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $48.6K | 3,287 | 0.00% | 9q | HELD |
| NEW YORK STATE COMMON RETIREMENT FUND | $45.2K | 3,057 | 0.00% | 31q | -38.3%-$28.1K |
| JPMORGAN CHASE & CO | $44.6K | 2,990 | 0.00% | 31q | +6.2%+$2.6K |
| State of Alaska, Department of Revenue | $40.0K | 2,765 | 0.00% | 4q | HELD |
| Vanguard Global Advisers, LLC | $38.0K | 2,568 | 0.00% | 2q | HELD |
| Police & Firemen's Retirement System of New Jersey | $27.3K | 1,844 | 0.00% | 7q | HELD |
| Tower Research Capital LLC (TRC) | $22.9K | 1,545 | 0.00% | 31q | -0.9% |
| BARCLAYS PLC | $17.5K | 1,185 | 0.00% | 30q | -12.0%-$2.4K |
| Legal & General Group Plc | $8.7K | 588 | 0.00% | 31q | HELD |
| HARBOR CAPITAL ADVISORS, INC. | $8.0K | 569 | 0.00% | 6q | -29.5%-$3.3K |
| GAMMA Investing LLC | $7.6K | 515 | 0.00% | 9q | -34.6%-$4.0K |
| Ameritas Investment Partners, Inc. | $7.0K | 475 | 0.00% | 31q | HELD |
| Arax Advisory Partners | $5.9K | 401 | 0.00% | 4q | +141.6%+$3.5K |
| Versant Capital Management, Inc | $3.5K | 234 | 0.00% | 3q | -78.1%-$12.3K |
| Allworth Financial LP | $2.3K | 158 | 0.00% | 4q | +953.3%+$2.1K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $2.3K | 153 | 0.00% | 10q | HELD |
| Sterling Capital Management LLC | $1.9K | 126 | 0.00% | 12q | -43.8%-$1.5K |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $1.4K | 95 | 0.00% | 31q | -74.0%-$4.0K |
| Physician Wealth Advisors, Inc. | $1.0K | 68 | 0.00% | 2q | HELD |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | $962 | 65 | 0.00% | new | NEW |
| EverSource Wealth Advisors, LLC | $592 | 40 | 0.00% | 6q | -85.7%-$3.6K |
| SIGNATUREFD, LLC | $533 | 36 | 0.00% | new | NEW |
| SJS Investment Consulting Inc. | $400 | 27 | 0.00% | new | NEW |
| PNC Financial Services Group, Inc. | $311 | 21 | 0.00% | 5q | -84.3%-$1.7K |
| Global Retirement Partners, LLC | $192 | 13 | 0.00% | 2q | HELD |
| Farther Finance Advisors, LLC | $90 | 6 | 0.00% | 4q | +50.0% |
| Clearstead Advisors, LLC | $60 | 4 | 0.00% | new | NEW |
| ROTHSCHILD INVESTMENT LLC | $59 | 4 | 0.00% | new | NEW |
| Caitong International Asset Management Co., Ltd | $59 | 4 | 0.00% | new | NEW |
| Essential Partners LLC | $59 | 4 | 0.00% | 2q | -55.6% |
| SBI Securities Co., Ltd. | $44 | 3 | 0.00% | 7q | HELD |
| Optiver Holding B.V. | $30 | 2 | 0.00% | 4q | -97.0% |
| HUNTINGTON NATIONAL BANK | $15 | 1 | 0.00% | 15q | HELD |
| True Wealth Design, LLC | $15 | 1 | 0.00% | new | NEW |
| Covestor Ltd | $0 | 19 | 0.00% | new | NEW |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-10-01 | 2026-09-29 | Material agreement entered | filing |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 16 | $73.9K | 4,318 | 4 | 5 | 3 | 0.0% |
| Q2 2026 | 73 | $109.3M | 7,378,359 | 12 | 26 | 22 | 0.0% |
| Q1 2026 | 69 | $154.0M | 7,286,743 | 10 | 23 | 17 | 0.0% |
| Q4 2025 | 69 | $112.6M | 7,396,506 | 7 | 21 | 26 | 0.0% |
| Q3 2025 | 76 | $178.1M | 7,591,043 | 9 | 18 | 25 | 0.0% |
| Q2 2025 | 73 | $196.9M | 7,752,276 | 4 | 26 | 24 | 0.0% |
| Q1 2025 | 87 | $193.3M | 7,361,009 | 14 | 26 | 28 | 0.0% |
| Q4 2024 | 84 | $331.8M | 7,223,254 | 4 | 28 | 29 | 0.0% |
| Q3 2024 | 91 | $297.6M | 6,900,998 | 10 | 34 | 27 | 0.0% |
| Q2 2024 | 90 | $278.5M | 6,860,600 | 20 | 30 | 26 | 0.0% |
| Q1 2024 | 77 | $260.5M | 7,063,668 | 8 | 22 | 27 | 0.0% |
| Q4 2023 | 78 | $190.7M | 6,805,094 | 6 | 27 | 28 | 0.0% |
| Q3 2023 | 84 | $169.6M | 6,734,725 | 7 | 25 | 33 | 0.0% |
| Q2 2023 | 87 | $193.5M | 6,715,387 | 8 | 27 | 36 | 0.0% |
| Q1 2023 | 95 | $243.5M | 8,353,936 | 13 | 39 | 29 | 0.0% |
| Q4 2022 | 108 | $210.2M | 6,285,462 | 22 | 29 | 35 | 0.0% |
| Q3 2022 | 92 | $215.4M | 6,790,858 | 23 | 27 | 28 | 0.0% |
| Q2 2022 | 75 | $187.0M | 6,846,051 | 23 | 23 | 24 | 0.0% |
| Q1 2022 | 59 | $130.3M | 6,485,065 | 3 | 13 | 28 | 0.0% |
| Q4 2021 | 61 | $124.9M | 6,621,968 | 5 | 25 | 20 | 0.0% |
| Q3 2021 | 70 | $129.0M | 6,423,047 | 5 | 20 | 29 | 0.0% |
| Q2 2021 | 76 | $155.1M | 6,654,864 | 10 | 25 | 30 | 0.0% |
| Q1 2021 | 80 | $177.8M | 6,756,656 | 13 | 23 | 37 | 0.0% |
| Q4 2020 | 72 | $134.9M | 6,548,249 | 10 | 29 | 22 | 0.0% |
| Q3 2020 | 70 | $136.4M | 6,538,768 | 12 | 16 | 29 | 0.0% |
| Q2 2020 | 65 | $119.9M | 6,900,647 | 4 | 24 | 30 | 0.0% |
| Q1 2020 | 71 | $93.4M | 7,131,521 | 9 | 18 | 27 | 0.0% |
| Q4 2019 | 78 | $150.3M | 7,925,216 | 10 | 29 | 27 | 0.0% |
| Q3 2019 | 82 | $172.9M | 7,425,650 | 12 | 31 | 23 | 0.0% |
| Q2 2019 | 93 | $177.1M | 7,883,149 | 19 | 36 | 22 | 0.0% |
| Q1 2019 | 86 | $159.5M | 8,103,633 | 10 | 28 | 29 | 0.0% |
| Q4 2018 | 86 | $150.2M | 8,303,638 | 2 | 4 | 1 | 0.0% |