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Universal Logistics Ownership | Who Owns Universal Logistics?

OverviewForecastRevenueFinancialsChartTranscripts

Universal Logistics Ownership Summary

Universal Logistics is owned by 24.65% institutional investors, 74.37% insiders, and 0.98% retail investors. Fmr is the largest institutional shareholder, holding 11.11% of ULH shares. Fidelity Low-Priced Stock is the top mutual fund, with 5.55% of its assets in Universal Logistics shares.

ULH Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockUniversal Logistics24.65%74.37%0.98%
SectorIndustrials Stocks 50.72%11.74%37.54%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Fmr2.92M11.11%$134.35M
Dimensional fund advisors lp855.21K3.25%$39.29M
Blackrock funding, inc. /de546.64K2.08%$25.11M
Blackrock525.69K2.00%$21.34M
Vanguard group395.80K1.50%$18.18M
Lsv asset management238.30K0.91%$10.95M
American century companies231.62K0.88%$10.64M
Bridgeway capital management214.32K0.81%$9.85M
Geode capital management179.72K0.68%$8.26M
Royce & associates lp173.92K0.66%$7.99M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Verdad advisers, lp12.50K0.59%$507.38K
Denali advisors92.25K0.44%$4.24M
Bridgeway capital management214.32K0.22%$9.85M
Oberweis asset management inc/70.50K0.15%$3.24M
Pacific ridge capital partners9.92K0.10%$455.59K
Numerai gp7.03K0.09%$322.77K
Royce & associates lp173.92K0.07%$7.99M
Empowered funds103.13K0.07%$4.74M
Anchor capital advisors34.10K0.04%$1.57M
Lsv asset management238.30K0.03%$10.95M

Top Buyers

HolderShares% AssetsChange
Fmr2.92M0.01%386.54K
First trust advisors lp96.58K0.00%96.58K
Invesco96.05K0.00%81.30K
American century companies231.62K0.01%21.52K
Morgan stanley95.51K0.00%17.63K

Top Sellers

HolderShares% AssetsChange
Lsv asset management238.30K0.03%-86.64K
Scopus asset management---75.50K
Bank of new york mellon93.91K0.00%-56.69K
Globeflex capital l p---46.62K
Russell investments group121.00--38.71K

New Positions

HolderShares% AssetsChangeValue
First trust advisors lp96.58K0.00%96.58K$4.44M
Proficio capital partners16.40K0.00%16.40K$16.40K
Commonwealth equity services6.38K0.00%6.38K$293.00K
Susquehanna group, llp5.09K-5.09K$233.84K
Xtx topco4.75K0.02%4.75K$218.44K

Sold Out

HolderChange
Nelson, van denburg & campbell wealth management group-1.00
Global retirement partners-5.00
Capital performance advisors llp-30.00
Capital advisors-32.00
Quarry lp-54.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 202465-28.57%6,487,368-5.75%243.60%32-33.33%17-32.00%
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%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Fidelity Low-Priced Stock1.46M5.55%-
Strategic Advisers Fidelity US TtlStk362.86K1.38%13.08K
Fidelity LowPriced Stock Commingled Pl A280.30K1.07%-
Fidelity Low-Priced Stock K6235.24K0.89%8.80K
Vanguard Total Stock Mkt Idx Inv231.01K0.88%-
Vanguard US Total Market Shares ETF231.01K0.88%-
Avantis US Small Cap Value ETF213.71K0.81%170.00
iShares Russell 2000 ETF175.64K0.67%-1.54K
DFA US Small Cap I127.72K0.49%-
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
2025 Q1--
2024 Q2--
2024 Q1--
2023 Q344
2023 Q2--

ULH Ownership FAQ

Who owns the most shares of Universal Logistics?

Universal Logistics’s largest shareholders are Fmr (2.92M shares, 11.11%), Dimensional fund advisors lp (855.21K shares, 3.25%), and Blackrock funding, inc. /de (546.64K shares, 2.08%). Together, they hold 16.44% 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?

Verdad advisers, lp is Universal Logistics’s biggest shareholder by percentage of total assets invested, with 0.59% of its assets in 12.5K Universal Logistics shares, valued at 507.38K$.

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 5.55% of its total shares outstanding invested in 1.46M Universal Logistics shares.

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