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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
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$7.74K -$855 -50 -12%
EWA
52
EverSource Wealth Advisors
Alabama
$5.92K +$3.59K +210 +300%
SCM
53
Sterling Capital Management
North Carolina
$4.74K -$2.84K -166 -43%
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$4.74K +$2.74K +160 +250%
W
55
WealthCollab
Washington
$4.65K
AAP
56
Arax Advisory Partners
Colorado
$3.51K -$428 -25 -13%
UBS AM
57
UBS AM
Illinois
$3.23K +$428 +25 +20%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$2.83K +$1.76K +103 +332%
PWA
59
Physician Wealth Advisors
Utah
$1.44K +$1.16K +68 New
Optiver Holding
60
Optiver Holding
Netherlands
$1.4K -$411 -24 -27%
MPWT
61
MassMutual Private Wealth & Trust
Connecticut
$930 +$753 +44 New
FFO
62
Fortitude Family Office
Arizona
$740 +$599 +35 New
AF
63
Allworth Financial
California
$318 +$171 +10 +200%
EP
64
Essential Partners
California
$190 +$154 +9 New
RFP
65
Root Financial Partners
California
$169 +$137 +8 New
MCM
66
MAI Capital Management
Ohio
$127 +$103 +6 New
FFA
67
Farther Finance Advisors
California
$88 +$17 +1 +33%
SS
68
SBI Securities
Japan
$63 +$17 +1 +50%
HNB
69
Huntington National Bank
Ohio
$21
DA
70
Denali Advisors
California
-$748K -49,224 Closed
Bank of America
71
Bank of America
North Carolina
-$512K -33,722 Closed
Citadel Advisors
72
Citadel Advisors
Florida
-$509K -33,507 Closed
Walleye Capital
73
Walleye Capital
New York
-$340K -22,401 Closed
Jane Street
74
Jane Street
New York
-$230K -15,110 Closed
State of Wisconsin Investment Board
75
State of Wisconsin Investment Board
Wisconsin
-$163K -10,700 Closed

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.