Universal Logistics Holdings, Inc.
US ˙ NasdaqGS ˙ US91388P1057

SecurityULH / Universal Logistics Holdings, Inc.
InstitutionInvesco Ltd.
Latest Disclosed Ownership13,280 shares
Latest Disclosed Value $ 280,740
Invesco Ltd. reports 25.51% increase in ownership of ULH / Universal Logistics Holdings, Inc.

On May 12, 2026 - Invesco Ltd. filed a 13F-HR form disclosing ownership of 13,280 shares of Universal Logistics Holdings, Inc. (US:ULH) valued at $280,739 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 19, 2026 disclosing 10,581 shares of Universal Logistics Holdings, Inc.. This represents a change in shares of 25.51% during the quarter. The current value of the position is $216,066 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)
2026-05-12 2026-03-31 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 13,280 2,699 25.51 281 75.00 0.0000
2026-02-19 2025-12-31 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 10,581 -1,561 -12.86 161 -43.66 0.0000
2025-11-13 2025-09-30 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 12,142 -707 -5.50 285 -12.88 0.0000
2025-08-13 2025-06-30 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 12,849 -1,094 -7.85 326 -10.68 0.0001
2025-05-12 2025-03-31 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 13,943 -82,111 -85.48 366 -91.73 0.0001
2025-02-13 2024-12-31 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 96,054 81,304 551.21 4,413 594.80 0.0008
2024-11-12 2024-09-30 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 14,750 -88,580 -85.73 636 -84.86 0.0001
2024-08-13 2024-06-30 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 103,330 77,091 293.80 4,194 333.71 0.0009
2024-05-14 2024-03-31 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 26,239 8,958 51.84 967 99.79 0.0002
2024-02-13 2023-12-31 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 17,281 -7,019 -28.88 484 -20.79 0.0001
2023-11-13 2023-09-30 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 24,300 7,527 44.88 612 26.50 0.0002
2023-08-11 2023-06-30 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 16,773 -3,916 -18.93 483 -19.90 0.0001
2023-05-12 2023-03-31 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 20,689 -51,299 -71.26 603 -74.95 0.0002
2023-02-13 2022-12-31 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 71,988 11,192 18.41 2,407 24.84 0.0007
2022-11-14 2022-09-30 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 60,796 36,793 153.29 1,928 193.90 0.0006
2022-08-15 2022-06-30 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 24,003 7,072 41.77 656 92.38 0.0002
2022-05-16 2022-03-31 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 16,931 -2,540 -13.05 341 -7.08 0.0001
2022-02-14 2021-12-31 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 19,471 -2,397 -10.96 367 -16.40 0.0001
2021-11-15 2021-09-30 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 21,868 1,565 7.71 439 -7.19 0.0001
2021-08-17 2021-06-30 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 20,303 -993 -4.66 473 -15.54 0.0001
2021-05-17 2021-03-31 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 21,296 -1,985 -8.53 560 16.91 0.0001
2021-02-16 2020-12-31 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 23,281 641 2.83 479 1.48 0.0001
2020-11-16 2020-09-30 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 22,640 -508 -2.19 472 17.12 0.0002
2020-08-14 2020-06-30 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 23,148 123 0.53 403 33.89 0.0001
2020-05-15 2020-03-31 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 23,025 3,880 20.27 301 -17.08 0.0001
2020-02-14 2019-12-31 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 19,145 -34,353 -64.21 363 -70.84 0.0001
2019-11-14 2019-09-30 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 53,498 35,390 195.44 1,245 205.90 0.0003
2019-08-14 2019-06-30 13F/A-1 UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 18,108 -1,053 -5.50 407 7.96 0.0001
2019-08-14 2019-06-30 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 18,108 -1,053 407
2019-05-15 2019-03-31 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 19,161 19,161 377 0.0001
2017-05-15 2017-03-31 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 0 -34,253 -100.00 0 -100.00
2017-02-14 2016-12-31 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 34,253 -625 -1.79 560 19.66 0.0002
2016-11-14 2016-09-30 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 34,878 -48 -0.14 468 3.77 0.0002
2016-08-15 2016-06-30 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 34,926 -3,191 -8.37 451 -28.18 0.0002
2016-05-16 2016-03-31 13F UNIVERSAL TRUCKLOAD SVCS COM 91388P105 38,117 38,117 0.00 628 0.0003
2015-11-16 2015-09-30 13F UNIVERSAL TRUCKLOAD SERVICES COMMON 91388P105 0 -9,151 -100.00 0 -100.00
2015-08-14 2015-06-30 13F UNIVERSAL TRUCKLOAD SERVICES COMMON 91388P105 9,151 529 6.14 201 -7.37 0.0001
2015-05-15 2015-03-31 13F UNIVERSAL TRUCKLOAD SERVICES COMMON 91388P105 8,622 8,456 5,093.98 217 4,240.00 0.0001
2015-02-13 2014-12-31 13F UNIVERSAL TRUCKLOAD SERVICES COMMON 91388P105 166 0 0.00 5 25.00 0.0000
2014-11-14 2014-09-30 13F UNIVERSAL TRUCKLOAD SERVICES COMMON 91388P105 166 0 0.00 4 0.00 0.0000
2014-08-14 2014-06-30 13F UNIVERSAL TRUCKLOAD SERVICES COMMON 91388P105 166 -36 -17.82 4 -33.33 0.0000
2014-05-15 2014-03-31 13F UNIVERSAL TRUCKLOAD SERVICES COMMON 91388P105 202 202 6 0.0000
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.