We are live on ! Find out more
ULH icon

Universal Logistics Holdings

73 hedge funds and large institutions have $196M invested in Universal Logistics Holdings in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 30 increasing their positions, 26 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 26

1.36% more ownership

Funds ownership: 27.97%29.32% (+1.4%)

2% more capital invested

Capital invested by funds: $193M → $196M (+$2.92M)

17% less funds holding

Funds holding: 8873 (-15)

88% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 17

Holders
73
Holders Change
-15
Holders Change %
-17.05%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
30
Reduced
26
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$100M +$10.8M +437,123 +12%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$22.5M +$838K +33,805 +4%
BlackRock
3
BlackRock
New York
$13.1M -$549K -22,162 -4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$10M -$29.3K -1,183 -0.3%
American Century Companies
5
American Century Companies
Missouri
$6.66M +$344K +13,860 +6%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$4.91M +$199K +8,039 +4%
BCM
7
Bridgeway Capital Management
Texas
$4.53M -$957K -38,599 -18%
State Street
8
State Street
Massachusetts
$3.82M +$45.9K +1,853 +1%
First Trust Advisors
9
First Trust Advisors
Illinois
$3.28M +$982K +39,633 +44%
DA
10
Denali Advisors
California
$2.57M +$5.53K +223 +0.2%
EF
11
Empowered Funds
Pennsylvania
$2.52M -$221K -8,899 -8%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$2.38M +$46.2K +1,864 +2%
Northern Trust
13
Northern Trust
Illinois
$2.09M -$93.8K -3,784 -4%
RA
14
Royce & Associates
New York
$1.78M
Morgan Stanley
15
Morgan Stanley
New York
$1.7M -$139K -5,608 -8%
Charles Schwab
16
Charles Schwab
California
$1.45M +$2.68K +108 +0.2%
ACA
17
Anchor Capital Advisors
Massachusetts
$1.23M -$15.2K -615 -1%
LSV Asset Management
18
LSV Asset Management
Illinois
$881K -$1.48M -59,796 -63%
New York State Common Retirement Fund
19
New York State Common Retirement Fund
New York
$854K
UBS Group
20
UBS Group
Switzerland
$836K +$209K +8,429 +34%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$769K +$664K +26,772 +761%
AQR Capital Management
22
AQR Capital Management
Connecticut
$532K -$226K -9,122 -30%
Lazard Asset Management
23
Lazard Asset Management
New York
$520K +$33.7K +1,361 +7%
N
24
Nuveen
North Carolina
$519K -$156K -6,297 -24%
State of Wisconsin Investment Board
25
State of Wisconsin Investment Board
Wisconsin
$489K +$247K +9,967 +107%

ULH Hedge Fund Activity: Q2 2025 in Review

73 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Universal Logistics Holdings (ULH) for Q2 2025, worth a combined $196M — up 1.5% from $193M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of ULH and 2 opened new positions — a net loss of 15 holders — while 26 trimmed existing stakes and 30 added.

The largest buyer was Fidelity Investments, adding an estimated $10.8M. The largest seller was LSV Asset Management, cutting an estimated $1.48M.

  • 73 institutional investors held Universal Logistics Holdings (ULH) as of Q2 2025, down from 88 in Q1 2025.
  • Funds reported $196M of Universal Logistics Holdings stock for Q2 2025, up 1.5% quarter-over-quarter.
  • 2 funds opened new Universal Logistics Holdings positions in Q2 2025 and 17 closed out, a net change of -15 holders.
  • The largest Universal Logistics Holdings buyer in Q2 2025 was Fidelity Investments, an estimated $10.8M added.
  • The largest Universal Logistics Holdings seller in Q2 2025 was LSV Asset Management, an estimated $1.48M sold.

Based on aggregated 13F filings for Q2 2025.