ULHNasdaqTrucking (No Local)Fiscal year ends December 31
UNIVERSAL LOGISTICS HOLDINGS, INC.
Financials through Q2 FY2026, quarter ended Jul 4, 2026Last filing: 10-Q on Aug 13, 2026
$16.09−0.23 (-1.41%)
Close on Oct 19, 2026
- Market cap
- $424.29M
- P/E (TTM)
- –
- Dividend yield
- 2.61%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
28.0%
7M of 26M shares
Institutional holders
74
13 new, 8 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| FMR LLC | 3,949,980 | 15.00% | 13G (passive) amendment | Jun 30, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of ULH | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| FMR LLC | 3,953,379 | 14.99% | $58.51M | +871 | 0.00% |
| Dimensional Fund Advisors LP | 805,472 | 3.05% | $11.92M | −39,547 | 0.00% |
| BlackRock, Inc. | 546,072 | 2.07% | $8.08M | +60,352 | 0.00% |
| American Century Companies Inc | 302,671 | 1.15% | $4.48M | −11,137 | 0.00% |
| Vanguard Capital Management LLC | 281,618 | 1.07% | $4.17M | −23,163 | 0.00% |
| Geode Capital Management, LLC | 213,806 | 0.81% | $3.17M | +4,092 | 0.00% |
| Bank of New York Mellon Corp | 187,189 | 0.71% | $2.77M | +9,434 | 0.00% |
| Bridgeway Capital Management, LLC | 147,194 | 0.56% | $2.18M | +5,312 | 0.04% |
| State Street Corp | 143,647 | 0.54% | $2.14M | +2,142 | 0.00% |
| Empowered Funds, LLC | 96,115 | 0.36% | $1.42M | +5,312 | 0.01% |
| Northern Trust Corp | 70,352 | 0.27% | $1.04M | +3,982 | 0.00% |
| UBS Group AG | 60,137 | 0.23% | $890.03K | +5,924 | 0.00% |
| Charles Schwab Investment Management Inc | 52,750 | 0.20% | $780.70K | −4,635 | 0.00% |
| Vanguard Portfolio Management LLC | 47,967 | 0.18% | $709.91K | +8,924 | 0.00% |
| Vanguard Fiduciary Trust Co | 45,386 | 0.17% | $671.71K | +638 | 0.00% |
| Quantinno Capital Management LP | 43,389 | 0.16% | $642.16K | +5,623 | 0.00% |
| Pacific Ridge Capital Partners, LLC | 33,770 | 0.13% | $499.80K | −388 | 0.09% |
| Royal Bank of Canada | 31,380 | 0.12% | $464.00K | −158 | 0.00% |
| Aqr Capital Management LLC | 30,200 | 0.11% | $446.96K | New | 0.00% |
| Citigroup Inc | 25,883 | 0.10% | $383.07K | +13,189 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 74 | 7M | 28.0% | 13 / 28 | 23 / 8 | 0M | 0M |
| Q1 2026 | 70 | 7M | 27.6% | 14 / 26 | 19 / 11 | 1M | 0M |
| Q4 2025 | 69 | 7M | 28.1% | 7 / 24 | 26 / 14 | 0M | 0M |
| Q3 2025 | 76 | 8M | 28.8% | 9 / 19 | 29 / 6 | 0M | 0M |
| Q2 2025 | 73 | 8M | 29.4% | 2 / 30 | 26 / 17 | 1M | 0M |
| Q1 2025 | 88 | 7M | 27.9% | 15 / 27 | 31 / 10 | 1M | 1M |
| Q4 2024 | 84 | 7M | 27.4% | 8 / 30 | 29 / 14 | 1M | 0M |
| Q3 2024 | 91 | 7M | 26.2% | 13 / 35 | 26 / 11 | 1M | 0M |
| Q2 2024 | 90 | 7M | 26.0% | 22 / 31 | 27 / 8 | 0M | 1M |
| Q1 2024 | 77 | 7M | 26.8% | 8 / 24 | 29 / 10 | 0M | 0M |
| Q4 2023 | 79 | 7M | 25.8% | 7 / 29 | 30 / 13 | 0M | 0M |
| Q3 2023 | 85 | 7M | 25.5% | 7 / 26 | 35 / 9 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of ULH | Value | % of fund | As of |
|---|---|---|---|---|---|
| Fidelity Low-Priced Stock Fund | 1,770,314 | 6.71% | $23.69M | 0.10% | Jul 31, 2026 |
| Strategic Advisers Fidelity U.S. Total Stock Fund | 431,480 | 1.64% | $6.86M | 0.00% | May 31, 2026 |
| Fidelity Low-Priced Stock K6 Fund | 313,099 | 1.19% | $4.19M | 0.09% | Jul 31, 2026 |
| Avantis U.S. Small Cap Value ETF | 268,030 | 1.02% | $4.26M | 0.02% | May 31, 2026 |
| Vanguard Total Stock Market Index Fund | 198,903 | 0.75% | $2.94M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 179,959 | 0.68% | $2.66M | 0.00% | Jun 30, 2026 |
| Fidelity Series Intrinsic Opportunities Fund | 171,038 | 0.65% | $2.29M | 0.08% | Jul 31, 2026 |
| WisdomTree U.S. SmallCap Dividend Fund | 126,405 | 0.48% | $1.87M | 0.09% | Jun 30, 2026 |
| U.S. Small Cap Portfolio | 119,639 | 0.45% | $1.60M | 0.01% | Jul 31, 2026 |
| EA Bridgeway Omni Small-Cap Value ETF | 96,115 | 0.36% | $1.42M | 0.06% | Jun 30, 2026 |
| U.S. Targeted Value Portfolio | 85,374 | 0.32% | $1.14M | 0.01% | Jul 31, 2026 |
| Fidelity Small Cap Index Fund | 79,143 | 0.30% | $1.06M | 0.00% | Jul 31, 2026 |
| U.S. Micro Cap Portfolio | 78,796 | 0.30% | $1.05M | 0.01% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 75,107 | 0.28% | $1.11M | 0.00% | Jun 30, 2026 |
| Dimensional US Small Cap Value ETF | 69,898 | 0.27% | $935.24K | 0.01% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Timothy Phillips | Chief Executive Officer, Director | 104,491 | 0.40% | Feb 6, 2026 |
| Michael H. Rogers | Chief Financial Officer | 8,014 | 0.03% | Jun 1, 2026 |
| Jude Marcus Beres | Chief Financial Officer | 43,585 | 0.17% | Feb 6, 2026 |
| Grant Edward Belanger | Director | 2,644 | 0.01% | May 11, 2026 |
| Matthew T. Moroun | Director, 10% owner | 19,487,644 | 73.91% | May 7, 2025 |
| Michael A. Regan | Director | 970 | 0.00% | May 7, 2025 |
| Matthew J. Moroun | Director | 2,235 | 0.01% | May 7, 2025 |
| Richard P. Urban | Director | 12,013 | 0.05% | May 7, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Grant Edward Belanger Director | May 8, 2026 | Award | +958 | $13.04 | $12.49K | 2,644 |
| Jude Marcus Beres Chief Financial Officer | Feb 4, 2026 | Award | +7,400 | $18.92 | $140.01K | 43,585 |
| Timothy Phillips Chief Executive Officer, Director | Feb 4, 2026 | Award | +7,215 | $18.92 | $136.51K | 104,491 |
| Richard P. Urban Director | May 5, 2025 | Award | +445 | $22.47 | $10.00K | 12,013 |
| Matthew J. Moroun Director | May 5, 2025 | Award | +667 | $22.47 | $14.99K | 2,235 |
| Grant Edward Belanger Director | May 5, 2025 | Award | +667 | $22.47 | $14.99K | 1,686 |
| Michael A. Regan Director | May 5, 2025 | Award | +356 | $22.47 | $8.00K | 970 |
| Matthew T. Moroun Director, 10% owner | May 5, 2025 | Award | +667 | $22.47 | $14.99K | 998 |
| Matthew T. Moroun Director, 10% owner | May 5, 2025 | Award | +667 | $22.47 | $14.99K | 2,235 |
| Jude Marcus Beres Chief Financial Officer | Feb 10, 2025 | Award | +7,521 | $29.73 | $223.60K | 36,185 |
| Timothy Phillips Chief Executive Officer, Director | Feb 10, 2025 | Award | +5,887 | $29.73 | $175.02K | 97,276 |
| Michael A. Regan Director | May 6, 2024 | Award | +221 | $45.22 | $9.99K | 614 |
| Grant Edward Belanger Director | May 6, 2024 | Award | +331 | $45.22 | $14.97K | 1,019 |
| Matthew T. Moroun Director, 10% owner | May 6, 2024 | Award | +331 | $45.22 | $14.97K | 331 |
| Matthew T. Moroun Director, 10% owner | May 6, 2024 | Award | +331 | $45.22 | $14.97K | 1,568 |
| Matthew J. Moroun Director | May 6, 2024 | Award | +331 | $45.22 | $14.97K | 1,568 |
| Richard P. Urban Director | May 6, 2024 | Award | +331 | $45.22 | $14.97K | 11,568 |
| Jude Marcus Beres Chief Financial Officer | Feb 14, 2024 | Award | +5,223 | $31.96 | $166.93K | 28,664 |
| Timothy Phillips Chief Executive Officer, Director | Feb 14, 2024 | Award | +5,160 | $31.96 | $164.91K | 91,389 |
| H.E. Wolfe Director | Aug 11, 2023 | Returned to company | −3,750 | $32.24 | $120.90K | 10,000 |
| Matthew T. Moroun Director, 10% owner | Aug 1, 2023 | Buy | +3,200,000 | $25.60 | $81.92M | 3,200,000 |
| Matthew T. Moroun Director, 10% owner | Aug 1, 2023 | Sale | −11,103,973 | $25.60 | $284.26M | 3,200,000 |
| Matthew T. Moroun Director, 10% owner | Aug 1, 2023 | Buy | +11,103,973 | $25.60 | $284.26M | 11,866,015 |
| Matthew T. Moroun Director, 10% owner | Aug 1, 2023 | Sale | −3,200,000 | $25.60 | $81.92M | 0 |
| Matthew T. Moroun Director, 10% owner | Aug 1, 2023 | Buy | +3,200,000 | $24.62 | $78.78M | 3,200,000 |
| Matthew T. Moroun Director, 10% owner | Aug 1, 2023 | Sale | −3,200,000 | $24.62 | $78.78M | 0 |
| Matthew T. Moroun Director, 10% owner | Aug 1, 2023 | Buy | +11,103,973 | $24.62 | $273.38M | 11,866,015 |
| Matthew T. Moroun Director, 10% owner | Aug 1, 2023 | Sale | −11,103,973 | $24.62 | $273.38M | 3,200,000 |
| Matthew J. Moroun Director | May 8, 2023 | Award | +590 | $25.42 | $15.00K | 1,237 |
| Richard P. Urban Director | May 8, 2023 | Award | +590 | $25.42 | $15.00K | 11,237 |
| Grant Edward Belanger Director | May 8, 2023 | Award | +472 | $25.42 | $12.00K | 688 |
| Marcus D. Hudson Director | May 8, 2023 | Award | +324 | $25.42 | $8.24K | 324 |
| Frederick P. Calderone Director | May 8, 2023 | Award | +590 | $25.42 | $15.00K | 590 |
| Matthew T. Moroun Director, 10% owner | May 8, 2023 | Award | +590 | $25.42 | $15.00K | 1,237 |
| Matthew T. Moroun Director, 10% owner | May 8, 2023 | Award | +590 | $25.42 | $15.00K | 14,303,973 |
| Michael A. Regan Director | May 8, 2023 | Award | +393 | $25.42 | $9.99K | 393 |
| Jude Marcus Beres Chief Financial Officer | Mar 24, 2023 | Award | +8,441 | $27.59 | $232.89K | 23,441 |
| Timothy Phillips Chief Executive Officer, Director | Mar 24, 2023 | Award | +9,134 | $27.59 | $252.01K | 86,229 |
| H.E. Wolfe Director | Jun 16, 2022 | Returned to company | −5,000 | $28.00 | $140.00K | 13,750 |
| Richard P. Urban Director | May 9, 2022 | Award | +647 | $23.17 | $14.99K | 10,647 |
| Grant Edward Belanger Director | May 9, 2022 | Award | +216 | $23.17 | $5.00K | 216 |
| Matthew T. Moroun Director, 10% owner | May 9, 2022 | Award | +647 | $23.17 | $14.99K | 14,303,383 |
| Matthew T. Moroun Director, 10% owner | May 9, 2022 | Award | +647 | $23.17 | $14.99K | 647 |
| Matthew J. Moroun Director | May 9, 2022 | Award | +647 | $23.17 | $14.99K | 647 |
| Richard P. Urban Director | Mar 11, 2022 | Buy | +5,000 | $20.49 | $102.45K | 10,000 |
| Matthew T. Moroun Director, 10% owner | Dec 20, 2021 | Buy | +3,090,879 | $14.94 | $46.18M | 3,871,527 |
| Nora M. Moroun 10% owner | Dec 20, 2021 | Sale | −3,090,879 | $14.94 | $46.18M | 0 |
| Matthew T. Moroun Director, 10% owner | Jun 18, 2021 | Sale | −417,757 | $21.00 | $8.77M | 0 |
| Matthew T. Moroun Director, 10% owner | Jun 18, 2021 | Buy | +417,757 | $21.00 | $8.77M | 780,648 |
| Nora M. Moroun 10% owner | May 3, 2021 | Gift | +81,079 | – | – | 3,090,879 |
| Matthew T. Moroun Director, 10% owner | May 3, 2021 | Gift | −81,079 | – | – | 0 |
| Matthew T. Moroun Director, 10% owner | Dec 15, 2020 | Gift | −3,009,800 | – | – | 417,757 |
| Matthew T. Moroun Director, 10% owner | Dec 10, 2020 | Buy | +1,471,521 | $19.45 | $28.62M | 14,302,736 |
| Matthew T. Moroun Director, 10% owner | Dec 8, 2020 | Gift | +447,400 | – | – | 447,400 |
| Matthew T. Moroun Director, 10% owner | Dec 8, 2020 | Gift | +914,450 | – | – | 914,450 |
| Matthew T. Moroun Director, 10% owner | Dec 8, 2020 | Gift | −914,450 | – | – | 285,550 |
| H.E. Wolfe Director | Dec 8, 2020 | Returned to company | −6,250 | $22.05 | $137.81K | 18,750 |
| Matthew T. Moroun Director, 10% owner | Sep 18, 2020 | Gift | +1,200,000 | – | – | 1,200,000 |
| Matthew T. Moroun Director, 10% owner | Sep 18, 2020 | Gift | −1,200,000 | – | – | 12,831,215 |
| Matthew T. Moroun Director, 10% owner | Aug 6, 2020 | Other | −1,918,921 | – | – | 81,079 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.