ULH — UNIVERSAL LOGISTICS HLDGS IN
As of Q2 2026, 19 SEC-registered investment managers reported holding ULH (UNIVERSAL LOGISTICS HLDGS IN) in their latest 13F filings, with a combined reported value of $77.63M across 5.25M shares. That is +2.7% by share count (+138.65K shares) versus the previous quarter, while reported value moved -28.1%. Ownership is concentrated: the five largest holders account for 94.8% of reported value and the top ten for 98.4%.
Compared with the prior quarter, 2 opened new positions, 11 added to existing stakes, 4 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
ULH is classified in the Industrials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | Q2 2026 | 3.95M | $58.51M | 0.00% | Hold |
| BlackRock Inc history | Q2 2026 | 546.07K | $8.08M | 0.00% | Add |
| Vanguard Group history | Q4 2025 | 395.85K | $6.01M | 0.00% | Hold |
| Norges Bank Investment Management history | Q4 2022 | 100.50K | $3.36M | 0.00% | New |
| Geode Capital Management history | Q2 2026 | 213.81K | $3.17M | 0.00% | Add |
| BNY Mellon history | Q2 2026 | 187.19K | $2.77M | 0.00% | Add |
| Royce & Associates history | Q3 2025 | 70.24K | $1.65M | 0.02% | Hold |
| Northern Trust Corp history | Q2 2026 | 70.35K | $1.04M | 0.00% | Add |
| Janus Henderson Group history | Q4 2023 | 32.29K | $904.85K | 0.00% | Add |
| UBS Group AG history | Q2 2026 | 60.14K | $890.03K | 0.00% | Add |
| Charles Schwab Investment Management history | Q2 2026 | 52.75K | $780.70K | 0.00% | Reduce |
| Bank of America Corp history | Q4 2025 | 33.72K | $512.24K | 0.00% | Add |
| Citadel Advisors history | Q4 2025 | 33.51K | $508.97K | 0.00% | New |
| Lazard Asset Management history | Q3 2025 | 20.34K | $476.70K | 0.00% | Reduce |
| Renaissance Technologies history | Q3 2024 | 10.70K | $461.28K | 0.00% | Reduce |
| AQR Capital Management history | Q2 2026 | 30.20K | $446.96K | 0.00% | New |
| Citigroup Inc history | Q2 2026 | 25.88K | $383.07K | 0.00% | Add |
| Two Sigma Investments history | Q4 2023 | 13.26K | $371.57K | 0.00% | Add |
| Goldman Sachs Group history | Q2 2026 | 23.84K | $352.89K | 0.00% | Add |
| Millennium Management history | Q2 2026 | 19.17K | $283.72K | 0.00% | Add |
New Positions (Q2 2026)
- AQR Capital Management 30.20K sh · $446.96K
- JPMorgan Chase & Co 2.99K sh · $44.58K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Fidelity Management & Research (FMR) | 767.16K | 1.12M | 1.65M | 1.79M | 1.64M | 1.71M | 1.72M | 1.82M | 2.12M | 2.29M | 2.49M | 2.44M | 2.54M | 2.92M | 3.51M | 3.95M | 3.95M | 3.95M | 3.95M | 3.95M |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 550.71K | 546.64K | 538.53K | 516.37K | 508.97K | 493.67K | 485.72K | 546.07K |
| Geode Capital Management | 155.68K | 157.94K | 157.99K | 160.82K | 153.10K | 150.96K | 159.44K | 166.70K | 169.76K | 175.69K | 179.37K | 179.24K | 183.37K | 179.72K | 185.37K | 193.41K | 192.68K | 200.02K | 209.71K | 213.81K |
| BNY Mellon | 189.86K | 168.69K | 174.48K | 183.14K | 187.47K | 167.24K | 169.97K | 167.53K | 169.09K | 177.87K | 168.59K | 151.82K | 150.60K | 93.91K | 91.87K | 93.74K | 89.32K | 178.17K | 177.75K | 187.19K |
| Northern Trust Corp | 88.32K | 85.08K | 78.64K | 74.23K | 74.39K | 74.40K | 75.31K | 76.60K | 75.96K | 82.94K | 78.72K | 77.06K | 84.65K | 89.30K | 86.27K | 82.49K | 79.73K | 68.66K | 66.37K | 70.35K |
| UBS Group AG | 1.46K | 5.10K | 3.85K | 6.92K | 7.29K | 7.85K | 8.34K | 10.59K | 5.70K | 9.65K | 8.85K | 6.55K | 6.36K | 16.62K | 24.51K | 32.94K | 12.69K | 7.11K | 54.21K | 60.14K |
| Charles Schwab Investment Management | 62.61K | 55.00K | 53.21K | 53.12K | 50.25K | 50.63K | 52.71K | 51.75K | 54.27K | 52.04K | 54.48K | 55.26K | 57.12K | 58.16K | 56.90K | 57.01K | 58.98K | 59.20K | 57.38K | 52.75K |
| AQR Capital Management | — | — | — | — | 7.24K | 15.57K | 106.27K | 86.25K | 56.72K | 27.21K | 7.67K | 14.00K | 12.37K | — | 30.08K | 20.96K | — | — | — | 30.20K |
| Citigroup Inc | 1.58K | 3.64K | 2.48K | 2.66K | 3.13K | 2.99K | 2.50K | 5.10K | 1.22K | 2.27K | 2.91K | 2.94K | 6.55K | 7.67K | 7.94K | 7.38K | 5.42K | 7.03K | 12.69K | 25.88K |
| Goldman Sachs Group | 23.79K | 28.46K | 27.95K | 23.26K | 20.77K | 20.06K | 29.38K | 23.65K | 10.46K | 8.15K | 7.70K | 14.15K | 26.74K | 37.49K | 29.95K | 10.14K | 9.88K | — | 10.03K | 23.84K |
| Millennium Management | 63.36K | 43.57K | — | 29.05K | 104.72K | 62.01K | 93.27K | 9.74K | 9.08K | — | — | — | — | — | — | — | — | 21.22K | 14.48K | 19.17K |
| D. E. Shaw & Co | 29.07K | 30.65K | 22.95K | 36.19K | 31.23K | 24.38K | — | — | — | — | — | 6.04K | 9.32K | 4.45K | — | — | — | — | 10.19K | 18.62K |
| Morgan Stanley | 123.52K | 104.67K | 94.59K | 127.92K | 173.76K | 162.20K | 159.37K | 122.53K | 104.25K | 87.69K | 77.88K | 95.51K | 104.15K | 80.82K | 72.56K | 66.96K | 57.11K | 27.28K | 33.96K | 17.68K |
| Invesco Ltd | 21.87K | 19.47K | 16.93K | 24.00K | 60.80K | 71.99K | 20.69K | 16.77K | 24.30K | 17.28K | 26.24K | 103.33K | 14.75K | 96.05K | 13.94K | 12.85K | 12.14K | 10.58K | 13.28K | 11.38K |
| Wells Fargo & Co | 18.54K | 6.04K | 3.43K | 2.54K | 1.92K | 6.73K | 1.48K | 2.71K | 1.80K | 2.09K | 2.40K | 2.71K | 2.83K | 3.71K | 7.93K | 4.34K | 5.18K | 7.58K | 2.56K | 6.00K |
| Deutsche Bank AG | 4.95K | 5.08K | 4.58K | 3.79K | 3.31K | 3.35K | 4.57K | 3.31K | 3.31K | 3.31K | 3.31K | 3.24K | 4.48K | 4.44K | 3.89K | 3.89K | 4.90K | 4.90K | 4.90K | 5.08K |
| JPMorgan Chase & Co | 6.42K | 12.29K | 3.60K | 3.90K | 5.38K | 11.02K | 133 | 9.85K | 8.51K | 6.27K | 7.72K | 7.89K | 17.85K | 20.76K | 6.12K | 3.29K | 2.82K | 2.70K | — | 2.99K |
| Legal & General Investment Management America | 682 | 748 | 748 | 621 | 737 | 2.72K | 3.03K | 6.88K | 6.72K | 4.85K | 4.64K | 4.74K | 4.74K | 6.98K | 6.98K | 13.51K | 7.02K | 588 | 588 | 588 |
| PNC Financial Services | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 30 | 4 | 31 | 134 | 21 |
| Citadel Advisors | 65.00K | 59.99K | 38.14K | — | 16.46K | 9.88K | — | — | — | — | — | — | 4.89K | — | — | — | — | 33.51K | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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