Universal Logistics Holdings, Inc.
Universal Logistics Holdings, Inc. (ULH) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · ULH · as of Sep 30, 2025
Ownership Breakdown
75
Institutional Holders
▲ 3 vs Q2
$178.06M
Total Inst. Value
▼ $18.11M vs Q2
26.37M
Shares Outstanding
freeFloat 25.40%
7.59M
13F Shares Held
▼ 133,765 vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
ULH largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
FMR LLC trucking (no local) | 3.95M | 15.00% | 15.00% | $92.57B | Nov 13, 2025 | ▼ 542 |
DIMENSIONAL FUND ADVISORS LP trucking (no local) | 884.9K | 3.36% | 3.36% | $20.74B | Nov 12, 2025 | ▼ 934 |
BLACKROCK, INC. trucking (no local) | 509.0K | 1.93% | 1.93% | $11.93B | Nov 12, 2025 | ▼ 7.4K |
VANGUARD GROUP INC trucking (no local) | 395.5K | 1.50% | 1.50% | $9.27B | Nov 7, 2025 | ▼ 297 |
AMERICAN CENTURY COMPANIES INC trucking (no local) | 279.5K | 1.06% | 1.06% | $6.55B | Nov 12, 2025 | ▲ 16.9K |
GEODE CAPITAL MANAGEMENT, LLC trucking (no local) | 192.7K | 73.18% | 73.18% | $4.52B | Nov 12, 2025 | ▼ 732 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC trucking (no local) | 175.1K | 66.50% | 66.50% | $4.10B | Nov 14, 2025 | ▼ 3.6K |
STATE STREET CORP trucking (no local) | 150.8K | 57.27% | 57.27% | $3.55B | Nov 14, 2025 | ▲ 1.1K |
FIRST TRUST ADVISORS LP trucking (no local) | 136.1K | 51.69% | 51.69% | $3.19B | Nov 12, 2025 | ▲ 6.9K |
EMPOWERED FUNDS, LLC trucking (no local) | 95.8K | 36.38% | 36.38% | $2.25B | Nov 13, 2025 | ▼ 3.6K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
13
Increased
+36.4K shares2
New Positions
first time holders26
Decreased
−115.7K shares0
Sold Out
fully exitedNet shares change (top 50)
79.3K
+36.4K / −115.7K
Net new holders
-11
2 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
ULH insider trading · insider activity
Source: SEC Form 4
1
Buy transactions
0
Sell transactions
0.00
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
BELANGER GRANT EDWARD director | May 8, 2026 | Award | 958 | $13.04 | $12.5K | 2.6K | Form 4 ↗ |
BERES JUDE MARCUS Chief Financial Officer | Feb 4, 2026 | Award | 7,400 | $18.92 | $140.0K | 43.6K | Form 4 ↗ |
PHILLIPS TIMOTHY Chief Executive Officer | Feb 4, 2026 | Award | 7,215 | $18.92 | $136.5K | 104.5K | Form 4 ↗ |
BELANGER GRANT EDWARD director | May 5, 2025 | Award | 667 | $22.47 | $15.0K | 1.7K | Form 4 ↗ |
Moroun Matthew J. director | May 5, 2025 | Award | 667 | $22.47 | $15.0K | 2.2K | Form 4 ↗ |
MOROUN MATTHEW T
| May 5, 2025 | Award | 667 | $22.47 | $15.0K | 2.2K | Form 4 ↗ |
MOROUN MATTHEW T
| May 5, 2025 | Award | 667 | $22.47 | $15.0K | 998 | Form 4 ↗ |
Urban Richard P director | May 5, 2025 | Award | 445 | $22.47 | $10.0K | 12.0K | Form 4 ↗ |
Regan Michael A. director | May 5, 2025 | Award | 356 | $22.47 | $8.0K | 970 | Form 4 ↗ |
BERES JUDE MARCUS Chief Financial Officer | Feb 10, 2025 | Award | 7,521 | $29.73 | $223.6K | 36.2K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Universal Logistics Holdings, Inc. (ULH) is primarily owned by institutional investors, who hold approximately 28.8% of total shares outstanding. Company insiders own approximately 74.60%, while retail and public investors account for the remaining 0.00%.
The largest institutional shareholder of Universal Logistics Holdings, Inc. is FMR LLC, holding approximately 3.95 million shares — equal to 15.00% of outstanding shares — as of September 30, 2025.
A total of 75 institutional investors currently hold ULH stock, with a combined institutional value of approximately $178,064,203 as of the most recent 13F filing period.
Frequently asked questions
ULH ownershipUniversal Logistics Holdings, Inc. (ULH) is primarily owned by institutional investors, who hold approximately 28.8% of shares. The largest shareholder is FMR LLC with a 15.00% stake. Company insiders hold 74.60%. Data sourced from SEC Form 13F as of September 30, 2025.