ULH

Universal Logistics Holdings Cross-source read$18.51 0.80%
IndustrialsCUSIP 91388P105· EOD Sep 11, 2026

Among active 13F managers last quarter, 8 opened and 8 added, while 7 reduced; the largest holder to move was American Century Companies Inc (+8.0%). No open-market insider trades in the last 180 days.

Tracked 13F holders
68
24 in Q2 2026 filings
13F value (tracked)
$119.6M
Smart-money readBullish
Net sellingNet buying
Funds · active managers, latest 13F
16 adding · 7 trimming
Insiders · Form 4 open-market, 180d
0 buying · 0 selling
US House · STOCK Act, 180d
0 buying · 0 selling

Funds lean in and no leg opposes.

Price & smart-money activity

$18.51 0.80%5Y -9.4%
$9.08$20.68$32.28$43.88$55.482021202220232024202520261212111361112112161319161815182216121116101219111513101717137191081212179811
Hover for who · click for detailEnd-of-day closing prices52w $12.18 – $25.18

Who owns ULH?

68 tracked 13F filers · ranked by shares held

68 tracked 13F filers disclose a position in ULH as of the latest SEC 13F filings, a combined $119.6M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1FMR LLC4.0M
$58.5M
~0%
Added · +871 sh
Q2 2026
2Dimensional Fund Advisors LP845K
$17.9M
−2.8%
Reduced · −24K sh
Q1 2026
3BlackRock, Inc.546K
$8.1M
+12%
Added · +60K sh
Q2 2026
4American Century Companies Inc314K
$6.6M
+8.0%
Added · +23K sh
Q1 2026
5Vanguard Capital Management LLC282K
$4.2M
−7.6%
Reduced · −23K sh
Q2 2026
6Geode Capital Management, LLC214K
$3.2M
+1.9%
Added · +4K sh
Q2 2026
7Bank of New York Mellon Corp178K
$3.8M
−0.2%
Reduced · −417 sh
Q1 2026
8Bridgeway Capital Management, LLC147K
$2.2M
+3.7%
Added · +5K sh
Q2 2026
9State Street Corp144K
$2.1M
+1.5%
Added · +2K sh
Q2 2026
10Empowered Funds, LLC91K
$1.9M
Held
Q1 2026
11Northern Trust Corp66K
$1.4M
−3.3%
Reduced · −2K sh
Q1 2026
12Charles Schwab Investment Management Inc57K
$1.2M
−3.1%
Reduced · −2K sh
Q1 2026
13UBS Group AG54K
$1.1M
+662%
Added · +47K sh
Q1 2026
14Vanguard Portfolio Management LLC48K
$710K
+23%
Added · +9K sh
Q2 2026
15Vanguard Fiduciary Trust Co45K
$672K
+1.4%
Added · +638 sh
Q2 2026
16Quantinno Capital Management LP38K
$798K
+119%
Added · +21K sh
Q1 2026
17Morgan Stanley34K
$718K
+24%
Added · +7K sh
Q1 2026
18Pacific Ridge Capital Partners, LLC34K
$500K
−1.1%
Reduced · −388 sh
Q2 2026
19Royal Bank Of Canada32K
$667K
−0.5%
Reduced · −165 sh
Q1 2026
20Nuveen, LLC21K
$435K
+0.6%
Added · +122 sh
Q1 2026
21Millennium Management LLC14K
$306K
−32%
Reduced · −7K sh
Q1 2026
22STRS Ohio13K
$273K
Held
Q1 2026
23Citigroup Inc13K
$268K
+81%
Added · +6K sh
Q1 2026
24EntryPoint Capital, LLC12K
$182K
New
+12K sh
Q2 2026
25Quadrature Capital Ltd11K
$163K
New
+11K sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is ULH being bought or sold by institutions?

Last quarter, 8 funds opened a new position in ULH and 8 added to an existing one, while 7 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
8
funds took a first position
Added
8
added to an existing position
Reduced
7
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own ULH also own

CompanyCo-held byTheir position there
JPMorgan Chase & CoJPM28 funds$16.0B
Visa Inc-Class A SharesV28 funds$15.1B
Netflix IncNFLX28 funds$12.0B
Bank Of America CorpBAC28 funds$6.9B
Schwab (Charles) CorpSCHW28 funds$4.0B
Bristol-Myers Squibb CoBMY28 funds$2.9B
Newmont CorpNEM28 funds$2.2B
Coherent CorpCOHR28 funds$897.3M
Nvidia CorpNVDA27 funds$103.9B
Amazon.com IncAMZN27 funds$50.9B
Alphabet Inc-CL CGOOG27 funds$38.1B
Alphabet Inc-CL AGOOGL27 funds$37.0B

Ranked by how many of ULH's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in ULH.

Insider activity (Form 4)

Full insider page →
Net · 180d
$0
0 open-market transactions
DateInsiderRoleActionSharesValue
Aug 1, 2023Moroun Matthew TDirector, 10% OwnerBuy (P)
2 lots, same day
14.3M$366.2M
Aug 1, 2023Moroun Matthew TDirector, 10% OwnerSell (S)
2 lots, same day
14.3M$366.2M
Mar 11, 2022Urban Richard PDirectorBuy (P)5K$102K
Dec 20, 2021Moroun Nora M.10% OwnerSell (S)3.1M$46.2M
Dec 20, 2021Moroun Matthew TDirector, 10% OwnerBuy (P)3.1M$46.2M
Jun 18, 2021Moroun Matthew TDirector, 10% OwnerBuy (P)418K$8.8M
Jun 18, 2021Moroun Matthew TDirector, 10% OwnerSell (S)418K$8.8M
Dec 10, 2020Moroun Matthew TDirector, 10% OwnerBuy (P)1.5M$28.6M
Aug 7, 2018Wolfe H.E.DirectorSell (S)10K$355K
Mar 9, 2018Rogers JeffChief Executive Officer, DirectorBuy (P)1K$22K
Nov 5, 2017Wolfe H.E.DirectorSell (S)18K$385K
Aug 19, 2015Rogers JeffChief Executive Officer, DirectorSell (S)3K$51K

One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
2421
Insiders
Form 4 open-market
00$0
US House
STOCK Act trades
00$0
Sector rotation
ULH is in Industrials, which smart money is rotating INTO
+$838.2M

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

24 tracked filers in Q2 2026 filingsstill filing
03570Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $6.4M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

15 most recent

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Connected entities for ULH

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Ask your agent what changed in ULH

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/ULH/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for ULH.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for ULH. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.