Who Owns Universal Logistics Stock?
NASDAQ: ULHIndustrialsTrucking Freight/Courier ServicesUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 28.93%
- Institutions (% of float)
- 109.25%
- Held by insiders
- 73.52%
- Institutional holders
- 119
- Institutions 26.5%
- Insiders 73.5%
- Public and other 0.0%
Who owns Universal Logistics stock?
Institutional investors own about 28.9% of Universal Logistics's shares, spread across 119 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 73.52% of ULH.
The largest institutional holders are FMR, LLC (14.99%), Dimensional Fund Advisors LP (3.05%) and Blackrock Inc. (2.07%). Together, the top 10 institutions control 25.3% of shares outstanding. In their latest filings, 7 of the top 10 institutions increased their ULH positions and 3 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of ULH
| Institution | Shares | % Held | Change |
|---|---|---|---|
| FMR, LLC | 3.95M | 14.99% | +0.0% |
| Dimensional Fund Advisors LP | 805.47K | 3.05% | -4.7% |
| Blackrock Inc. | 546.07K | 2.07% | +12.4% |
| American Century Companies Inc | 302.67K | 1.15% | -3.5% |
| Vanguard Capital Management LLC | 281.62K | 1.07% | -7.6% |
| Geode Capital Management, LLC | 213.81K | 0.81% | +1.9% |
| Bank Of New York Mellon Corporation | 187.19K | 0.71% | +5.3% |
| Bridgeway Capital Management, LLC | 147.19K | 0.56% | +3.7% |
| State Street Corporation | 143.65K | 0.54% | +1.5% |
| Empowered Funds, LLC | 96.11K | 0.36% | +5.8% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of ULH
| Fund | Shares | % Held |
|---|---|---|
| Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund | 1.77M | 6.71% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total | 433.76K | 1.65% |
| Fidelity Puritan Trust-Fidelity Low-Priced Stock K6 Fund | 313.10K | 1.19% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | 258.73K | 0.98% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 198.90K | 0.75% |
| iShares Trust-iShares Russell 2000 ETF | 177.22K | 0.67% |
| Fidelity Puritan Trust-Fidelity Series Intrinsic Opportunities Fund | 171.04K | 0.65% |
| WisdomTree Trust-WisdomTree U.S. SmallCap Dividend Fund | 127.69K | 0.48% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio | 119.64K | 0.45% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | 99.38K | 0.38% |
Frequently asked questions
Who is the largest shareholder of Universal Logistics?
FMR, LLC is the largest institutional shareholder of ULH, owning 14.99% of shares outstanding (3.95M shares) as of its latest 13F filing.
What percentage of Universal Logistics is owned by institutions?
Institutions own about 28.9% of ULH shares and 109.2% of the public float.
How much of Universal Logistics do insiders own?
Insiders, such as officers and directors, own about 73.52% of ULH shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.