ULH Institutional Ownership
Universal Logistics Holdings, Inc.
1W: +0.4%
1M: -3.2%
3M: +8.5%
YTD: +4.9%
1Y: -16.5%
3Y: -30.1%
5Y: -17.6%
$16.56
+0.40 (+2.48%)
After Hours: $17.83 (+1.27, +7.67%)
Weekly Expected Move ±6.2%
$15
$16
$17
$18
$19
Credit Risk of going bust: higher than 92% of companies Debt: 66.3% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the riskiest tenth, about 1 in 20 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $3.10 (down 81%), Universal Logistics Holdings, Inc. would be worth roughly what it owes.
Total debt $838.5M against a stock market value of $426.1M.
Distance to default 1.32 (Merton model): prices to 2026-10-26, balance sheet 2026-07-04, debt counted $395.5M (short-term plus half of long-term), stock volatility 86.3%; Altman Z'' 1.62. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $3.10 (down 81%), Universal Logistics Holdings, Inc. would be worth roughly what it owes.
Total debt $838.5M against a stock market value of $426.1M.
Distance to default 1.32 (Merton model): prices to 2026-10-26, balance sheet 2026-07-04, debt counted $395.5M (short-term plus half of long-term), stock volatility 86.3%; Altman Z'' 1.62. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — ULH
83
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
$110M
Total Invested
15
New Positions
27
Increased
31
Reduced
8
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (95 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | FMR LLC | 3,953,379 | $64M | +871 | +0.0% | 27Q | SEC ↗ |
| 2 | DIMENSIONAL FUND ADVISORS LP | 805,472 | $13M | -39,547 | -4.7% | 82Q | SEC ↗ |
| 3 | BlackRock, Inc. | 546,072 | $9M | +60,352 | +12.4% | 8Q | SEC ↗ |
| 4 | AMERICAN CENTURY COMPANIES INC | 302,671 | $5M | -11,137 | -3.5% | 15Q | SEC ↗ |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 281,618 | $5M | -23,163 | -7.6% | 2Q | SEC ↗ |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 213,806 | $3M | +4,092 | +2.0% | 68Q | SEC ↗ |
| 7 | Bank of New York Mellon Corp | 187,189 | $3M | +9,434 | +5.3% | 76Q | SEC ↗ |
| 8 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 147,194 | $2M | +5,312 | +3.7% | 27Q | SEC ↗ |
| 9 | STATE STREET CORP | 143,647 | $2M | +2,142 | +1.5% | 46Q | SEC ↗ |
| 10 | Empowered Funds, LLC | 96,115 | $2M | +5,312 | +5.9% | 13Q | SEC ↗ |
| 11 | NORTHERN TRUST CORP | 70,352 | $1M | +3,982 | +6.0% | 86Q | SEC ↗ |
| 12 | UBS Group AG | 60,137 | $972K | +5,924 | +10.9% | 20Q | SEC ↗ |
| 13 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 52,750 | $852K | -4,635 | -8.1% | 15Q | SEC ↗ |
| 14 | Sixth Street Partners Management Compa NEW | 52,750 | $852K | — | +0.0% | 1Q | SEC ↗ |
| 15 | VANGUARD PORTFOLIO MANAGEMENT LLC | 47,967 | $775K | +8,924 | +22.9% | 2Q | SEC ↗ |
| 16 | VANGUARD FIDUCIARY TRUST CO | 45,386 | $733K | +638 | +1.4% | 2Q | SEC ↗ |
| 17 | Quantinno Capital Management LP | 43,389 | $701K | +5,623 | +14.9% | 3Q | SEC ↗ |
| 18 | Pacific Ridge Capital Partners, LLC | 33,770 | $546K | -388 | -1.1% | 11Q | SEC ↗ |
| 19 | ROYAL BANK OF CANADA | 31,380 | $507K | -152 | -0.5% | 23Q | SEC ↗ |
| 20 | AQR CAPITAL MANAGEMENT LLC NEW | 30,200 | $488K | — | +0.0% | 1Q | SEC ↗ |
| 21 | CITIGROUP INC | 25,883 | $418K | +13,189 | +103.9% | 56Q | SEC ↗ |
| 22 | GOLDMAN SACHS GROUP INC | 23,844 | $385K | +13,816 | +137.8% | 2Q | SEC ↗ |
| 23 | Nuveen, LLC | 22,949 | $371K | +2,391 | +11.6% | 6Q | SEC ↗ |
| 24 | STRS OHIO | 19,500 | $315K | +6,600 | +51.2% | 23Q | SEC ↗ |
| 25 | MILLENNIUM MANAGEMENT LLC | 19,170 | $310K | +4,690 | +32.4% | 3Q | SEC ↗ |
| 26 | D. E. Shaw & Co., Inc. | 18,617 | $301K | +8,429 | +82.7% | 2Q | SEC ↗ |
| 27 | MORGAN STANLEY | 17,675 | $286K | -16,285 | -48.0% | 53Q | SEC ↗ |
| 28 | Jump Financial, LLC NEW | 14,047 | $227K | — | +0.0% | 1Q | SEC ↗ |
| 29 | ALLIANCEBERNSTEIN L.P. | 12,620 | $204K | +1,800 | +16.6% | 10Q | SEC ↗ |
| 30 | EntryPoint Capital, LLC NEW | 12,312 | $199K | — | +0.0% | 1Q | SEC ↗ |
| 31 | Invesco Ltd. | 11,375 | $184K | -1,905 | -14.3% | 30Q | SEC ↗ |
| 32 | Quadrature Capital Ltd NEW | 11,002 | $178K | — | +0.0% | 1Q | SEC ↗ |
| 33 | Metis Global Partners, LLC | 10,870 | $176K | — | +0.0% | 2Q | SEC ↗ |
| 34 | BNP PARIBAS FINANCIAL MARKETS | 9,866 | $159K | +8,354 | +552.5% | 41Q | SEC ↗ |
| 35 | Federation des caisses Desjardins du Q | 9,730 | $157K | -400 | -3.9% | 12Q | SEC ↗ |
| 36 | RHUMBLINE ADVISERS | 8,408 | $136K | -314 | -3.6% | 17Q | SEC ↗ |
| 37 | WELLS FARGO & COMPANY/MN | 6,002 | $97K | +3,447 | +134.9% | 52Q | SEC ↗ |
| 38 | DEUTSCHE BANK AG | 5,077 | $82K | +175 | +3.6% | 52Q | SEC ↗ |
| 39 | Russell Investments Group, Ltd. | 4,045 | $65K | +3,375 | +503.7% | 36Q | SEC ↗ |
| 40 | MERCER GLOBAL ADVISORS INC /ADV NEW | 3,437 | $56K | — | +0.0% | 1Q | SEC ↗ |
| 41 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 3,287 | $53K | -9 | -0.3% | 9Q | SEC ↗ |
| 42 | NEW YORK STATE COMMON RETIREMENT FUND | 3,057 | $49K | -1,900 | -38.3% | 46Q | SEC ↗ |
| 43 | JPMORGAN CHASE & CO | 2,990 | $48K | +175 | +6.2% | 56Q | SEC ↗ |
| 44 | State of Alaska, Department of Revenue | 2,765 | $45K | — | +0.0% | 4Q | SEC ↗ |
| 45 | Vanguard Global Advisers, LLC | 2,568 | $41K | — | +0.0% | 2Q | SEC ↗ |
| 46 | Police & Firemen's Retirement System o | 1,844 | $30K | — | +0.0% | 7Q | SEC ↗ |
| 47 | Tower Research Capital LLC (TRC) | 1,545 | $25K | -14 | -0.9% | 39Q | SEC ↗ |
| 48 | BARCLAYS PLC | 1,185 | $19K | -161 | -12.0% | 30Q | SEC ↗ |
| 49 | Legal & General Group Plc | 588 | $10K | — | +0.0% | 27Q | SEC ↗ |
| 50 | HARBOR CAPITAL ADVISORS, INC. | 569 | $9K | -238 | -29.5% | 6Q | SEC ↗ |
Recent Activity
New Positions (15)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 52,750 | $852K |
| AQR CAPITAL MANAGEMENT LLC | 30,200 | $488K |
| Jump Financial, LLC | 14,047 | $227K |
| EntryPoint Capital, LLC | 12,312 | $199K |
| Quadrature Capital Ltd | 11,002 | $178K |
| MERCER GLOBAL ADVISORS INC /ADV | 3,437 | $56K |
| ZIONS BANCORPORATION, NATIONAL ASSO | 65 | $1K |
| SIGNATUREFD, LLC | 36 | $1K |
| Integrated Wealth Concepts LLC | 28 | $0K |
| SJS Investment Consulting Inc. | 27 | $0K |
| Global Retirement Partners, LLC | 13 | $0K |
| ROTHSCHILD INVESTMENT LLC | 4 | $0K |
| Clearstead Advisors, LLC | 4 | $0K |
| Caitong International Asset Managem | 4 | $0K |
| True Wealth Design, LLC | 1 | $0K |
Sold Out (19)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| ANCHOR CAPITAL ADVISORS LLC | 49,896 | $806K |
| DENALI ADVISORS LLC | 49,224 | $795K |
| BANK OF AMERICA CORP /DE | 33,722 | $545K |
| CITADEL ADVISORS LLC | 33,507 | $541K |
| Walleye Capital LLC | 22,401 | $362K |
| JANE STREET GROUP, LLC | 15,110 | $244K |
| STATE OF WISCONSIN INVESTMENT BOARD | 10,700 | $173K |
| DekaBank Deutsche Girozentrale | 6,835 | $110K |
| Archer Investment Corp | 2,256 | $36K |
| Asset Dedication, LLC | 705 | $11K |
| Private Wealth Management Group, LL | 222 | $4K |
| WealthCollab, LLC | 220 | $4K |
| AMALGAMATED BANK | 212 | $3K |
| Covestor Ltd | 44 | $1K |
| MassMutual Private Wealth & Trust, | 44 | $1K |
| Fortitude Family Office, LLC | 35 | $1K |
| Root Financial Partners, LLC | 8 | $0K |
| MAI Capital Management | 6 | $0K |
| IFP Advisors, Inc | 1 | $0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BlackRock, Inc. | +60,352 | +12.4% | 546,072 |
| GOLDMAN SACHS GROUP INC | +13,816 | +137.8% | 23,844 |
| CITIGROUP INC | +13,189 | +103.9% | 25,883 |
| Bank of New York Mellon Corp | +9,434 | +5.3% | 187,189 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +8,924 | +22.9% | 47,967 |
| D. E. Shaw & Co., Inc. | +8,429 | +82.7% | 18,617 |
| BNP PARIBAS FINANCIAL MARKETS | +8,354 | +552.5% | 9,866 |
| STRS OHIO | +6,600 | +51.2% | 19,500 |
| UBS Group AG | +5,924 | +10.9% | 60,137 |
| Quantinno Capital Management LP | +5,623 | +14.9% | 43,389 |
| Empowered Funds, LLC | +5,312 | +5.9% | 96,115 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | +5,312 | +3.7% | 147,194 |
| MILLENNIUM MANAGEMENT LLC | +4,690 | +32.4% | 19,170 |
| GEODE CAPITAL MANAGEMENT, LLC | +4,092 | +2.0% | 213,806 |
| NORTHERN TRUST CORP | +3,982 | +6.0% | 70,352 |
| WELLS FARGO & COMPANY/MN | +3,447 | +134.9% | 6,002 |
| Russell Investments Group, Ltd. | +3,375 | +503.7% | 4,045 |
| Nuveen, LLC | +2,391 | +11.6% | 22,949 |
| STATE STREET CORP | +2,142 | +1.5% | 143,647 |
| ALLIANCEBERNSTEIN L.P. | +1,800 | +16.6% | 12,620 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | -39,547 | -4.7% | 805,472 |
| VANGUARD CAPITAL MANAGEMENT LLC | -23,163 | -7.6% | 281,618 |
| MORGAN STANLEY | -16,285 | -48.0% | 17,675 |
| AMERICAN CENTURY COMPANIES INC | -11,137 | -3.5% | 302,671 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | -4,635 | -8.1% | 52,750 |
| Invesco Ltd. | -1,905 | -14.3% | 11,375 |
| NEW YORK STATE COMMON RETIREMENT FU | -1,900 | -38.3% | 3,057 |
| Versant Capital Management, Inc | -834 | -78.1% | 234 |
| Federation des caisses Desjardins d | -400 | -3.9% | 9,730 |
| Pacific Ridge Capital Partners, LLC | -388 | -1.1% | 33,770 |
| RHUMBLINE ADVISERS | -314 | -3.6% | 8,408 |
| GAMMA Investing LLC | -272 | -34.6% | 515 |
| CALIFORNIA STATE TEACHERS RETIREMEN | -271 | -74.0% | 95 |
| EverSource Wealth Advisors, LLC | -240 | -85.7% | 40 |
| HARBOR CAPITAL ADVISORS, INC. | -238 | -29.5% | 569 |
| BARCLAYS PLC | -161 | -12.0% | 1,185 |
| ROYAL BANK OF CANADA | -152 | -0.5% | 31,380 |
| PNC Financial Services Group, Inc. | -113 | -84.3% | 21 |
| Sterling Capital Management LLC | -98 | -43.8% | 126 |
| Optiver Holding B.V. | -64 | -97.0% | 2 |