Universal Logistics Holdings, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| FMR LLC | 11/13/2024 | 2.54 M | $109.41 M | 4.13% | 9.64% |
| 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% |
| VANGUARD GROUP INC | 11/13/2024 | 403,751 | $17.41 M | 1.59% | 1.53% |
| 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% |
| JANE STREET GROUP, LLC | 11/15/2024 | 9,276 | $399,888 | 23.80% | 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% |
Universal Logistics Holdings, Inc.institutional Ownership - FAQ's
During the previous two years, 117 institutional investors and hedge funds held shares of Universal Logistics Holdings, Inc.. The most heavily invested institutionals were:
FMR LLC: 2.54 M
DIMENSIONAL FUND ADVISORS LP: 846,634
BlackRock Funding, Inc. /DE: 550,710
VANGUARD GROUP INC: 403,751
LSV ASSET MANAGEMENT: 324,939
BRIDGEWAY CAPITAL MANAGEMENT, LLC: 213,344
26.15% of Universal Logistics Holdings, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 8.88 M shares in the last 24 months. This purchase volume represents approximately $419.91 M in transactions.