Recent Quarter Total Invested
$296.85 M
Recent Quarter Institutional Ownership Percentage
26.15%
Total Invested of Last Quarter
$278.13 M
Ownership Percentage of Last Quarter
26.04%
Universal Logistics Holdings, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 846,634 | $36.50 M | 2.29% | 3.22% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 550,710 | $23.74 M | 100.00% | 2.09% |
| LSV ASSET MANAGEMENT | 11/12/2024 | 324,939 | $14.01 M | -14.89% | 1.23% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2024 | 213,344 | $9.20 M | 2.38% | 0.81% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2024 | 210,101 | $9.06 M | 23.13% | 0.80% |
| ROYCE & ASSOCIATES LP | 11/06/2024 | 201,093 | $8.67 M | 0.00% | 0.76% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 183,374 | $7.91 M | 2.30% | 0.70% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 150,602 | $6.49 M | -0.80% | 0.57% |
| STATE STREET CORP | 11/14/2024 | 147,251 | $6.36 M | 0.62% | 0.56% |
| MORGAN STANLEY | 11/14/2024 | 104,149 | $4.49 M | 9.05% | 0.40% |
| EMPOWERED FUNDS, LLC | 11/06/2024 | 98,155 | $4.23 M | 5.32% | 0.37% |
| DENALI ADVISORS LLC | 11/13/2024 | 83,831 | $3.61 M | 0.00% | 0.32% |
| OBERWEIS ASSET MANAGEMENT INC/ | 11/14/2024 | 69,000 | $2.97 M | 10.93% | 0.26% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 57,124 | $2.46 M | 3.37% | 0.22% |
| BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 11/12/2024 | 47,403 | $2.12 M | -2.87% | 0.18% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2024 | 38,832 | $1.67 M | 4.36% | 0.15% |
| VICTORY CAPITAL MANAGEMENT INC | 11/05/2024 | 37,564 | $1.62 M | 1.74% | 0.14% |
| NEW YORK STATE COMMON RETIREMENT FUND | 10/28/2024 | 29,048 | $1.25 M | 1.36% | 0.11% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 26,743 | $1.15 M | 88.93% | 0.10% |
| ANCHOR CAPITAL ADVISORS LLC | 10/31/2024 | 26,535 | $1.14 M | 0.50% | 0.10% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 23,029 | $992,806 | 0.00% | 0.09% |
| MARTINGALE ASSET MANAGEMENT L P | 11/14/2024 | 19,703 | $849,397 | 0.00% | 0.07% |
| JPMORGAN CHASE & CO | 11/08/2024 | 17,854 | $769,686 | 126.34% | 0.07% |
| BOSTON PARTNERS | 11/12/2024 | 16,497 | $711,190 | 9.94% | 0.06% |
| LAZARD ASSET MANAGEMENT LLC | 11/14/2024 | 15,778 | $679,000 | -1.68% | 0.06% |
| SWISS NATIONAL BANK | 11/07/2024 | 15,600 | $672,516 | 0.00% | 0.06% |
| INVESCO LTD. | 11/12/2024 | 14,750 | $635,872 | -85.73% | 0.06% |
| STRS OHIO | 11/01/2024 | 12,400 | $534,564 | 0.00% | 0.05% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2024 | 12,368 | $533,184 | -11.68% | 0.05% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 12,343 | $532,107 | 46.28% | 0.05% |
| STATE OF WISCONSIN INVESTMENT BOARD | 11/14/2024 | 12,083 | $520,898 | 136.74% | 0.05% |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 11/13/2024 | 11,798 | $508,612 | 6.37% | 0.04% |
| NUMERAI GP LLC | 11/14/2024 | 11,661 | $502,706 | -13.29% | 0.04% |
| BARCLAYS PLC | 11/19/2024 | 10,952 | $473,000 | 339.66% | 0.04% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 10,700 | $461,277 | -55.23% | 0.04% |
| VERDAD ADVISERS, LP | 11/14/2024 | 10,000 | $431,100 | -20.00% | 0.04% |
| PACIFIC RIDGE CAPITAL PARTNERS, LLC | 11/13/2024 | 9,917 | $427,522 | -25.42% | 0.04% |
| RHUMBLINE ADVISERS | 11/12/2024 | 9,883 | $426,047 | -3.92% | 0.04% |
| D. E. SHAW & CO., INC. | 11/14/2024 | 9,319 | $401,742 | 54.39% | 0.04% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2024 | 8,570 | $369,453 | -74.38% | 0.03% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 11/08/2024 | 8,293 | $357,511 | 100.00% | 0.03% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 11/14/2024 | 7,385 | $318,367 | -3.05% | 0.03% |
| TWO SIGMA ADVISERS, LP | 11/14/2024 | 7,300 | $314,703 | -22.34% | 0.03% |
| ENVESTNET ASSET MANAGEMENT INC | 11/07/2024 | 7,031 | $303,121 | 0.59% | 0.03% |
| PDT PARTNERS, LLC | 11/14/2024 | 6,980 | $300,908 | 100.00% | 0.03% |
| DEKABANK DEUTSCHE GIROZENTRALE | 10/24/2024 | 6,835 | $313,000 | 0.00% | 0.03% |
| UBS GROUP AG | 11/14/2024 | 6,364 | $274,352 | -2.82% | 0.02% |
| ALGERT GLOBAL LLC | 11/12/2024 | 6,046 | $261,000 | 100.00% | 0.02% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 11/12/2024 | 5,999 | $268,455 | -11.86% | 0.02% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 11/13/2024 | 5,276 | $227,000 | 100.00% | 0.02% |
Universal Logistics Holdings, Inc.institutional Ownership - Frequently Asked Questions
-
Who are the largest shareholders of ULH shares?
During the previous two years, 109 institutional investors and hedge funds held shares of Universal Logistics Holdings, Inc.. The most heavily invested institutionals were:
DIMENSIONAL FUND ADVISORS LP: 846,634
BlackRock Funding, Inc. /DE: 550,710
LSV ASSET MANAGEMENT: 324,939
BRIDGEWAY CAPITAL MANAGEMENT, LLC: 213,344
AMERICAN CENTURY COMPANIES INC: 210,101
ROYCE & ASSOCIATES LP: 201,093
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What percentage of Universal Logistics Holdings, Inc. stock is owned by institutional investors?
26.15% of Universal Logistics Holdings, Inc. stock is owned by institutional investors.
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How much institutional buying is happening at ULH ?
Institutional investors have bought a total of 5.91 M shares in the last 24 months. This purchase volume represents approximately $289.52 M in transactions.