$ULH

$16.56 +$0.40 (2.48%) Close

$ULH Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 26.4M shares outstanding

Who owns ULH?

By type of holder

Institutions 28.0% Insiders 0.0% Everyone else 72.0%

Concentration Top 10 holders own 25.3%

FMR LLC 15.0% · Dimensional Fund Advisors LP 3.1%

Institutional ownership

28.0%

+0.3 pts vs last qtr

Institutional holders

+3 vs last qtr

Net shares bought

+91.6K

by institutions in Q2 2026

New / sold out

12 / 9

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

BlackRock, Inc. +60.4K
Aqr Capital Management LLC NEW +30.2K

Biggest sellers in Q2 2026

Anchor Capital Advisors LLC SOLD OUT −49.9K
Dimensional Fund Advisors LP −39.5K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Universal Logistics Holdings, Inc. (Nevada) in the last 12 months.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

−7.3%

−0.84% a year

Each share's claim on the business

+7.9%

grew without buying or selling a share

Spent on buybacks vs paid in stock

$47M vs $3.55M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years90% 3–5 years6% 1–3 years1% Under 1 year3%

Quarterly turnover

2.8%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting ULH on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
F FMR LLC	4.0M	14.99%	+871 (+0.0%)	≤2021	0.0%
Shares held by quarter Peak holding4.0M (Q2'26) Change over 8 quarters+1.4M Share of the company14.990% FMR LLC's full portfolio →
DF Dimensional Fund Advisors LP	805.5K	3.05%	−39.5K (−4.7%)	≤2021	0.0%
Shares held by quarter Peak holding885.8K (Q2'25) Change over 8 quarters−41.2K Share of the company3.050% Dimensional Fund Advisors LP's full portfolio →

FMR LLC

4.0M

% of company

14.99%

Change vs last qtr

+871 (+0.0%)

Held since

≤2021

Dimensional Fund Advisors LP

805.5K

% of company

3.05%

Change vs last qtr

−39.5K (−4.7%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Universal Logistics Holdings, Inc. (Nevada), how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting ULH on Form N-PORT; together they hold 19.1% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
FL Fidelity Low-Priced Stock Fund Fidelity Puritan Trust	$23.7M	1.8M	6.71%	0.10%	July 31, 2026
SA Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II	$8.1M	433.8K	1.65%	0.00%	August 31, 2026

Fidelity Low-Priced Stock Fund

Fidelity Puritan Trust

Position value

$23.7M

% of company

6.71%

% of the fund

0.10%

As of

July 31, 2026

Strategic Advisers Fidelity U.S. Total Stock Fund

Fidelity Rutland Square Trust II

Position value

$8.1M

% of company

1.65%

% of the fund

0.00%

As of

August 31, 2026

23 more funds behind a free account

See every fund holding Universal Logistics Holdings, Inc. (Nevada) and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
UR Urban Richard P Insider	5.0K	0.02%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.020% Urban Richard P's insider activity →

Urban Richard P

Insider

5.0K

% of company

0.02%

Change vs last qtr

—

Held since

—

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