Universal Logistics Holdings, Inc.: which funds bought and sold

Institutions that bought and sold Universal Logistics Holdings shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 39 institutions that filed 13F reports for both quarters added to or opened positions in Universal Logistics Holdings, and 31 cut or closed them. Together they added a net 92K shares, +1.3% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 51K shares (+1.1%); index fund managers were net buyers of 52K shares (+3.8%). 12 opened a new position and 8 sold out entirely.

Bought, Q2 2026 39 institutions, 12 of them new holders Sold, Q2 2026 31 institutions, 8 of them sold out

Net change, all compared +92K shares (+1.3%)

Net change, active managers +51K shares (+1.1%), 7 bought, 1 sold

Buyers versus sellers

institutions compared, 80

39 bought 10 31 sold

Active managers and hedge funds 7 bought · 1 sold · +51K

Index fund managers 6 bought · 3 sold · +52K

Other institutions 26 bought · 27 sold · −11K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Blackrock, Inc. Index funds	+60K +12.4%	546K	$8.1M
AQR Capital Management LLC Hedge fund	+30K New position	30K	$446,961
Jump Financial, LLC	+14K New position	14K	$207,896
Goldman Sachs Group Inc	+14K +137.8%	24K	$352,891
Citigroup Inc	+13K +103.9%	26K	$383,068
Entrypoint Capital, LLC	+12K New position	12K	$182,218
Quadrature Capital Ltd Hedge fund	+11K New position	11K	$162,830
Bank Of New York Mellon Corp	+9,434 +5.3%	187K	$2.8M
Vanguard Portfolio Management LLC Index funds	+8,924 +22.9%	48K	$709,912
D. E. Shaw & Co., Inc. Hedge fund	+8,429 +82.7%	19K	$275,532
BNP Paribas Financial Markets	+8,354 +552.5%	9,866	$146,017
Strs Ohio	+6,600 +51.2%	20K	$288,600
UBS Group AG	+5,924 +10.9%	60K	$890,027
Quantinno Capital Management LP	+5,623 +14.9%	43K	$642,157
Bridgeway Capital Management, LLC Active manager	+5,312 +3.7%	147K	$2.2M
Empowered Funds, LLC	+5,312 +5.9%	96K	$1.4M
Millennium Management LLC Hedge fund	+4,690 +32.4%	19K	$283,716
Geode Capital Management, LLC Index funds	+4,092 +2.0%	214K	$3.2M
Northern Trust Corp Index funds	+3,982 +6.0%	70K	$1M
Wells Fargo & Company	+3,447 +134.9%	6,002	$88,830

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
AQR Capital Management LLC Hedge fund	+30K New position	30K	$446,961
Quadrature Capital Ltd Hedge fund	+11K New position	11K	$162,830
D. E. Shaw & Co., Inc. Hedge fund	+8,429 +82.7%	19K	$275,532
Bridgeway Capital Management, LLC Active manager	+5,312 +3.7%	147K	$2.2M
Millennium Management LLC Hedge fund	+4,690 +32.4%	19K	$283,716
Alliancebernstein L.P. Active manager	+1,800 +16.6%	13K	$266,787
FMR LLC Active manager	+871 0.0%	4.0M	$58.5M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Anchor Capital Advisors LLC	−50K Sold out	0	—
Dimensional Fund Advisors LP	−40K −4.7%	805K	$11.9M
Vanguard Capital Management LLC Index funds	−23K −7.6%	282K	$4.2M
Morgan Stanley	−16K −48.0%	18K	$261,592
American Century Companies Inc Active manager	−11K −3.5%	303K	$4.5M
Charles Schwab Investment Management Inc Index funds	−4,635 −8.1%	53K	$780,700
Archer Investment Corp	−2,256 Sold out	0	—
Invesco Ltd.	−1,905 −14.3%	11K	$168,349
New York State Common Retirement Fund	−1,900 −38.3%	3,057	$45,244
Versant Capital Management, Inc	−834 −78.1%	234	$3,463
Asset Dedication, LLC	−705 Sold out	0	—
Federation Des Caisses Desjardins Du Quebec	−400 −3.9%	9,730	$144,004
Pacific Ridge Capital Partners, LLC	−388 −1.1%	34K	$499,796
Rhumbline Advisers Index funds	−314 −3.6%	8,408	$124,433
Gamma Investing LLC	−272 −34.6%	515	$7,622
California State Teachers Retirement System	−271 −74.0%	95	$1,406
Eversource Wealth Advisors, LLC	−240 −85.7%	40	$592
Harbor Capital Advisors, Inc.	−238 −29.5%	569	$8,000
Wealthcollab, LLC	−220 Sold out	0	—
Barclays PLC	−161 −12.0%	1,185	$17,538

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
American Century Companies Inc Active manager	−11K −3.5%	303K	$4.5M

New positions

largest by value

Institution	Shares	Value June 30, 2026
AQR Capital Management LLCHedge fund	30K	$446,961
Jump Financial, LLC	14K	$207,896
Entrypoint Capital, LLC	12K	$182,218
Quadrature Capital LtdHedge fund	11K	$162,830
Zions Bancorporation, National Association	65	$962
Signaturefd, LLC	36	$533
Integrated Wealth Concepts LLC	28	$415
Sjs Investment Consulting Inc.	27	$400
Clearstead Advisors, LLC	4	$60
Caitong International Asset Management Co., Ltd	4	$59

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Anchor Capital Advisors LLC	50K	$1.1M
Archer Investment Corp	2,256	$47,692
Asset Dedication, LLC	705	$14,904
Wealthcollab, LLC	220	$4,651
Massmutual Private Wealth & Trust, Fsb	44	$930
Fortitude Family Office, LLC	35	$740
Root Financial Partners, LLC	8	$169
Mai Capital Management	6	$127

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 73
Ten largest holders: 90.5%
Index fund managers: 19.1%
Active managers and hedge funds: 60.9%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	7	1	2	0	+51K	+1.1%
Index fund managers	6	3	0	0	+52K	+3.8%
Other institutions	26	27	10	8	−11K	−0.8%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Universal Logistics Holdings.

Only managers that filed a holdings report for both quarters are compared (80 here). 2 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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