Universal Logistics Holdings, Inc.

NasdaqGS:ULH Stock Report

Market Cap: US$426.0m

Universal Logistics Holdings Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of ULH?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders464,6771.72%
Institutions7,393,58127.3%
Private Companies19,198,86171%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 101.8% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
45.1%
2020 Lindsay S. Moroun Irrevocable Trust
11,866,015US$192.0m0%no data
15%
FMR LLC
3,949,438US$63.9m-0.01%no data
14.8%
2020 AAM Trust
3,895,929US$63.0m0%no data
12.2%
Swiftsure Irrevocable Trust
3,200,000US$51.8m0%no data
3.3%
Dimensional Fund Advisors LP
868,971US$14.1m-1.8%no data
1.87%
BlackRock, Inc.
493,670US$8.0m-3.01%no data
1.5%
The Vanguard Group, Inc.
395,849US$6.4m0.08%no data
1.1%
American Century Investment Management Inc
290,595US$4.7m3.97%no data
1.1%
Matthew Moroun
288,783US$4.7m0%no data
1.01%
Bridgeway Capital Management, LLC
265,915US$4.3m-1.85%0.06%
0.9%
Redoubtable, Llc
236,917US$3.8m0%no data
0.76%
Geode Capital Management, LLC
200,020US$3.2m3.81%no data
0.68%
BNY Asset Management
178,172US$2.9m99.5%no data
0.57%
State Street Global Advisors, Inc.
150,805US$2.4m0.7%no data
0.4%
Timothy Phillips
104,491US$1.7m7.42%no data
0.3%
Northern Trust Global Investments
79,728US$1.3m-3.35%no data
0.22%
Charles Schwab Investment Management, Inc.
59,203US$957.9k0.37%no data
0.19%
Denali Advisors, LLC
49,224US$796.4k-47.1%0.08%
0.19%
Morgan Stanley
48,875US$790.8k-17.1%no data
0.18%
Anchor Capital Advisors LLC
48,542US$785.4k-1.95%0.02%
0.17%
Jude Beres
43,585US$705.2k20.5%no data
0.13%
Pacific Ridge Capital Partners, LLC
34,152US$552.6k121%0.11%
0.077%
Lazard Asset Management LLC
20,337US$329.1k-1.13%no data
0.068%
BrightGate Capital SGIIC S.A.
17,953US$290.5k0%0.83%
0.065%
New York State Common Retirement Fund
17,157US$277.6k-38.4%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/02/15 11:19
End of Day Share Price 2026/02/13 00:00
Earnings2025/09/27
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Universal Logistics Holdings, Inc. is covered by 8 analysts. 1 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Christian WetherbeeCitigroup Inc
Todd FowlerKeyBanc Capital Markets Inc.
Jeffrey KauffmanLoop Capital Markets