Universal Logistics Holdings, Inc.
US ˙ NasdaqGS ˙ US91388P1057

SecurityULH / Universal Logistics Holdings, Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership845,019 shares
Latest Disclosed Value $ 17,862,744
Dimensional Fund Advisors Lp reports 2.76% decrease in ownership of ULH / Universal Logistics Holdings, Inc.

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 845,019 shares of Universal Logistics Holdings, Inc. (US:ULH) valued at $17,863,702 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 868,971 shares of Universal Logistics Holdings, Inc.. This represents a change in shares of -2.76% during the quarter. The current value of the position is $14,542,777 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 845,019 -23,952 -2.76 17,863 35.33 0.0008
2026-02-12 2025-12-31 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 868,971 -15,941 -1.80 13,200 -36.37 0.0028
2025-11-12 2025-09-30 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 884,912 -934 -0.11 20,742 -7.74 0.0045
2025-08-12 2025-06-30 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 885,846 33,805 3.97 22,484 0.55 0.0052
2025-05-13 2025-03-31 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 852,041 -3,171 -0.37 22,359 -43.09 0.0056
2025-02-13 2024-12-31 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 855,212 8,578 1.01 39,289 7.65 0.0094
2024-11-07 2024-09-30 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 846,634 18,965 2.29 36,498 8.64 0.0089
2024-08-09 2024-06-30 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 827,669 14,720 1.81 33,594 12.08 0.0088
2024-05-10 2024-03-31 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 812,949 13,598 1.70 29,973 33.81 0.0081
2024-02-07 2023-12-31 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 799,351 12,826 1.63 22,400 13.11 0.0065
2023-11-09 2023-09-30 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 786,525 18,715 2.44 19,804 -10.48 0.0065
2023-08-09 2023-06-30 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 767,810 25,608 3.45 22,121 2.26 0.0071
2023-05-12 2023-03-31 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 742,202 1,706 0.23 21,633 90,037.50 0.0073
2023-02-09 2022-12-31 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 740,496 20,063 2.78 25 -99.89 0.0073
2022-11-10 2022-09-30 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 720,433 16,115 2.29 22,853 18.82 0.0088
2022-08-12 2022-06-30 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 704,318 33,793 5.04 19,234 42.34 0.0069
2022-05-13 2022-03-31 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 670,525 18,919 2.90 13,513 9.96 0.0042
2022-02-09 2021-12-31 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 651,606 -29,350 -4.31 12,289 -10.12 0.0037
2021-11-12 2021-09-30 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 680,956 -6,297 -0.92 13,673 -14.61 0.0044
2021-08-12 2021-06-30 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 687,253 -29,584 -4.13 16,012 -15.10 0.0051
2021-05-14 2021-03-31 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 716,837 -33,026 -4.40 18,859 22.14 0.0062
2021-03-08 2020-12-31 13F/A-2 UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 749,863 -6,106 -0.81 15,440 -2.09 0.0056
2021-02-11 2020-12-31 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 749,863 -6,106 15,440 5,576.1073
2020-11-12 2020-09-30 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 755,969 -3,371 -0.44 15,769 19.49 0.0067
2020-08-13 2020-06-30 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 759,340 19,699 2.66 13,197 36.19 0.0058
2020-05-14 2020-03-31 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 739,641 23,280 3.25 9,690 -28.66 0.0050
2020-02-14 2019-12-31 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 716,361 11,407 1.62 13,582 -17.24 0.0049
2019-11-12 2019-09-30 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 704,954 16,672 2.42 16,411 6.12 0.0064
2019-08-13 2019-06-30 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 688,282 45,089 7.01 15,465 22.18 0.0060
2019-08-12 2019-03-31 13F/A-2 UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 643,193 33,584 5.51 12,658 14.78 0.0050
2019-05-10 2019-03-31 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 643,193 33,584 12,658
2019-02-26 2018-12-31 13F/A-1 UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 609,609 46,685 8.29 11,028 -46.76 0.0050
2019-02-13 2018-12-31 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 609,609 46,685 11,028
2018-11-13 2018-09-30 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 562,924 31,348 5.90 20,715 48.45 0.0079
2018-08-10 2018-06-30 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 531,576 38,095 7.72 13,954 33.70 0.0056
2018-05-11 2018-03-31 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 493,481 29,880 6.45 10,437 -5.21 0.0043
2018-02-12 2017-12-31 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 463,601 21,007 4.75 11,011 21.66 0.0046
2017-11-13 2017-09-30 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 442,594 23,198 5.53 9,051 43.87 0.0040
2017-08-11 2017-06-30 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 419,396 19,097 4.77 6,291 9.52 0.0029
2017-05-12 2017-03-31 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 400,299 5,490 1.39 5,744 -11.01 0.0027
2017-02-09 2016-12-31 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 394,809 5,587 1.44 6,455 23.59 0.0032
2016-11-10 2016-09-30 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 389,222 3,756 0.97 5,223 5.05 0.0028
2016-08-09 2016-06-30 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 385,466 2,790 0.73 4,972 -21.12 0.0029
2016-05-13 2016-03-31 13F UNIVERSAL TRUCKLOAD SVCS COM 91388P105 382,676 -394 -0.10 6,303 17.18 0.0038
2016-02-10 2015-12-31 13F UNIVERSAL TRUCKLOAD SVCS COM 91388P105 383,070 1,806 0.47 5,379 -9.41 0.0034
2015-11-13 2015-09-30 13F UNIVERSAL TRUCKLOAD SVCS COM 91388P105 381,264 7,786 2.08 5,938 -27.59 0.0039
2015-08-14 2015-06-30 13F UNIVERSAL TRUCKLOAD SVCS COM 91388P105 373,478 4,546 1.23 8,201 -11.72 0.0050
2015-05-14 2015-03-31 13F UNIVERSAL TRUCKLOAD SVCS COM 91388P105 368,932 14,207 4.01 9,290 -8.14 0.0059
2015-02-06 2014-12-31 13F UNIVERSAL TRUCKLOAD SVCS COM 91388P105 354,725 20,144 6.02 10,113 24.64 0.0066
2014-11-13 2014-09-30 13F UNIVERSAL TRUCKLOAD SVCS COM 91388P105 334,581 -10,495 -3.04 8,114 -7.28 0.0057
2014-08-08 2014-06-30 13F UNIVERSAL TRUCKLOAD SVCS COM 91388P105 345,076 11,702 3.51 8,751 -9.17 0.0061
2014-05-14 2014-03-31 13F UNIVERSAL TRUCKLOAD SVCS COM 91388P105 333,374 -10,094 -2.94 9,634 -8.06 0.0072
2014-02-12 2013-12-31 13F UNIVERSAL TRUCKLOAD SVCS COM 91388P105 343,468 -5,586 -1.60 10,479 12.60 0.0082
2013-11-13 2013-09-30 13F UNIVERSAL TRUCKLOAD SVCS COM 91388P105 349,054 2,626 0.76 9,306 11.42 0.0081
2013-08-15 2013-06-30 13F UNIVERSAL TRUCKLOAD SVCS COM 91388P105 346,428 346,428 8,352 0.0079
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.