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Universal Logistics Holdings

70 hedge funds and large institutions have $154M invested in Universal Logistics Holdings in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 19

37% more capital invested

Capital invested by funds: $113M → $154M (+$41.4M)

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

1% more funds holding

Funds holding: 6970 (+1)

0.44% less ownership

Funds ownership: 28.09%27.65% (-0.44%)

Holders
70
Holders Change
+1
Holders Change %
+1.45%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
26
Reduced
19
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$83.6M +$51.3K +3,000 +0.1%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$17.9M -$410K -23,952 -3%
BlackRock
3
BlackRock
New York
$10.3M -$136K -7,950 -2%
American Century Companies
4
American Century Companies
Missouri
$6.63M +$397K +23,213 +8%
VCM
5
Vanguard Capital Management
Pennsylvania
$6.44M +$5.21M +304,781 New
Geode Capital Management
6
Geode Capital Management
Massachusetts
$4.43M +$166K +9,694 +5%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$3.76M -$7.13K -417 -0.2%
State Street
8
State Street
Massachusetts
$3.01M +$6.55K +383 +0.3%
BCM
9
Bridgeway Capital Management
Texas
$3M -$184K -10,750 -7%
EF
10
Empowered Funds
Pennsylvania
$1.92M
Northern Trust
11
Northern Trust
Illinois
$1.4M -$39.2K -2,289 -3%
Charles Schwab
12
Charles Schwab
California
$1.21M -$31.1K -1,818 -3%
UBS Group
13
UBS Group
Switzerland
$1.15M +$806K +47,099 +662%
ACA
14
Anchor Capital Advisors
Massachusetts
$1.05M +$23.2K +1,354 +3%
VFT
15
Vanguard Fiduciary Trust
Pennsylvania
$946K +$765K +44,748 New
VPM
16
Vanguard Portfolio Management
Pennsylvania
$825K +$668K +39,043 New
QCM
17
Quantinno Capital Management
New York
$798K +$351K +20,511 +119%
PRCP
18
Pacific Ridge Capital Partners
Oregon
$722K +$103 +6 +0%
Morgan Stanley
19
Morgan Stanley
New York
$718K +$114K +6,679 +24%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$667K -$2.82K -165 -0.5%
N
21
Nuveen
North Carolina
$435K +$2.09K +122 +0.6%
Millennium Management
22
Millennium Management
New York
$306K -$115K -6,739 -32%
Invesco
23
Invesco
Georgia
$281K +$46.2K +2,699 +26%
SO
24
STRS Ohio
Ohio
$273K
Citigroup
25
Citigroup
New York
$268K +$96.9K +5,663 +81%

ULH Hedge Fund Activity: Q1 2026 in Review

70 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Universal Logistics Holdings (ULH) for Q1 2026, worth a combined $154M — up 37% from $113M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new ULH positions and 11 closed out — a net gain of 3 holders — while 26 added to existing stakes and 19 trimmed.

The largest buyer was UBS Group, adding an estimated $806K. The largest seller was Denali Advisors, exiting entirely with an estimated $748K sold.

  • 70 institutional investors held Universal Logistics Holdings (ULH) as of Q1 2026, up from 69 in Q4 2025.
  • Funds reported $154M of Universal Logistics Holdings stock for Q1 2026, up 37% quarter-over-quarter.
  • 14 funds opened new Universal Logistics Holdings positions in Q1 2026 and 11 closed out, a net change of +3 holders.
  • The largest Universal Logistics Holdings buyer in Q1 2026 was UBS Group, an estimated $806K added.
  • The largest Universal Logistics Holdings seller in Q1 2026 was Denali Advisors, an estimated $748K sold.

Based on aggregated 13F filings for Q1 2026.