​

Universal Logistics Ownership | Who Owns Universal Logistics?

OverviewForecastRevenueFinancialsChartTranscripts

Universal Logistics Ownership Summary

Universal Logistics is owned by 26.15% institutional investors, 74.35% insiders. Fmr is the largest institutional shareholder, holding 9.26% of ULH shares. Fidelity Low-Priced Stock is the top mutual fund, with 5.11% of its assets in Universal Logistics shares.

ULH Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockUniversal Logistics26.15%74.35%-0.50%
SectorIndustrials Stocks 62.82%10.55%26.63%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Fmr2.44M9.26%$98.93M
Dimensional fund advisors lp827.67K3.15%$33.59M
Blackrock525.69K2.00%$21.34M
Vanguard group397.43K1.51%$16.13M
Lsv asset management381.76K1.45%$15.50M
Bridgeway capital management208.39K0.79%$8.46M
Royce & associates lp201.09K0.76%$8.16M
Geode capital management179.24K0.68%$7.28M
American century companies170.64K0.65%$6.93M
Bank of new york mellon151.82K0.58%$6.16M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Denali advisors83.83K0.93%$3.40M
Verdad advisers, lp12.50K0.59%$507.38K
Numerai gp13.45K0.20%$545.85K
Bridgeway capital management208.39K0.20%$8.46M
Oberweis asset management inc/62.20K0.15%$2.52M
Pacific ridge capital partners13.30K0.13%$539.73K
Royce & associates lp201.09K0.08%$8.16M
Empowered funds93.20K0.07%$3.78M
Lsv asset management381.76K0.03%$15.50M
Anchor capital advisors26.40K0.03%$1.07M

Top Buyers

HolderShares% AssetsChange
Invesco103.33K0.00%77.09K
Oberweis asset management inc/62.20K0.15%62.20K
American century companies170.64K0.00%36.38K
Victory capital management36.92K0.00%28.51K
Alliancebernstein33.45K0.00%26.34K

Top Sellers

HolderShares% AssetsChange
Scopus asset management---75.50K
Boston partners15.01K0.00%-65.64K
Lsv asset management381.76K0.03%-49.82K
Fmr2.44M0.01%-49.82K
Globeflex capital l p---46.62K

New Positions

HolderShares% AssetsChangeValue
Oberweis asset management inc/62.20K0.15%62.20K$2.52M
Renaissance23.90K0.00%23.90K$970.10K
Numerai gp13.45K0.20%13.45K$545.85K
Jane street group7.49K0.00%7.49K$304.14K
D. e. shaw6.04K0.00%6.04K$245.00K

Sold Out

HolderChange
Nelson, van denburg & campbell wealth management group-1.00
Global retirement partners-5.00
Quarry lp-54.00
Nverses capital-100.00
Metropolitan life insurance co/ny-451.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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%
Mar 31, 202476-2.56%6,813,1611.52%253.97%30-11.76%30-6.25%
Dec 31, 202378-7.14%6,711,150-0.35%253.89%343.03%32-8.57%
Sep 30, 202384-3.45%6,734,6840.29%253.93%33-17.50%35-

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Fidelity Low-Priced Stock1.34M5.11%-639.00
Strategic Advisers Fidelity US TtlStk314.58K1.20%11.74K
Fidelity LowPriced Stock Commingled Pl A239.57K0.91%-
Vanguard Total Stock Mkt Idx Inv231.01K0.88%-
Fidelity Low-Priced Stock K6203.32K0.77%10.54K
Avantis US Small Cap Value ETF183.57K0.70%-
iShares Russell 2000 ETF181.19K0.69%-406.00
DFA US Small Cap I130.22K0.49%-
Royce Micro Cap Trust125.24K0.48%-
Fidelity Global Intrinsic Value Cl F5120.00K0.46%-

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
2024 Q2--
2024 Q1--
2023 Q344
2023 Q2--
2023 Q1--

ULH Ownership FAQ

Who owns the most shares of Universal Logistics?

Universal Logistics’s largest shareholders are Fmr (2.44M shares, 9.26%), Dimensional fund advisors lp (827.67K shares, 3.15%), and Blackrock (525.69K shares, 2.00%). Together, they hold 14.41% 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?

Denali advisors is Universal Logistics’s biggest shareholder by percentage of total assets invested, with 0.93% of its assets in 83.83K Universal Logistics shares, valued at 3.4M$.

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 5.11% of its total shares outstanding invested in 1.34M Universal Logistics shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

  • Customize your own personal stocks lists, views and charts

  • Choose from hundreds of fields, up to 15 years of history

  • Conduct deep comparison analysis

  • Discover trending investment themes

  • Find your next best investment

  • Research stocks using tools