Universal Logistics Holdings, Inc.
US ˙ NasdaqGS ˙ US91388P1057

SecurityULH / Universal Logistics Holdings, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership33,960 shares
Latest Disclosed Value $ 717,913
Morgan Stanley reports 24.48% increase in ownership of ULH / Universal Logistics Holdings, Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 33,960 shares of Universal Logistics Holdings, Inc. (US:ULH) valued at $717,914 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 27,281 shares of Universal Logistics Holdings, Inc.. This represents a change in shares of 24.48% during the quarter. The current value of the position is $588,527 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)
2026-05-15 2026-03-31 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 33,960 6,679 24.48 718 73.19 0.0000
2026-05-27 2025-12-31 13F/A-1 UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 27,281 -29,826 -52.23 414 -69.06 0.0000
2026-02-13 2025-12-31 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 27,281 -29,826 414 0.0000
2026-05-27 2025-09-30 13F/A-1 UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 57,107 -9,849 -14.71 1,339 -21.25 0.0001
2025-11-14 2025-09-30 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 57,107 -9,849 1,339 0.0001
2025-08-15 2025-06-30 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 66,956 -5,608 -7.73 1,699 -10.77 0.0001
2025-05-15 2025-03-31 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 72,564 -8,254 -10.21 1,904 -48.71 0.0001
2025-05-15 2024-12-31 13F/A-1 UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 80,818 -23,331 -22.40 3,713 -17.31 0.0003
2025-02-14 2024-12-31 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 80,818 -23,331 3,713 0.0003
2025-05-14 2024-09-30 13F/A-2 UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 104,149 8,639 9.05 4,490 15.82 0.0003
2025-02-14 2024-09-30 13F/A-1 UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 104,149 8,639 4,490 0.0003
2024-11-14 2024-09-30 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 104,149 8,639 4,490 0.0000
2025-05-14 2024-06-30 13F/A-2 UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 95,510 17,630 22.64 3,877 35.01 0.0003
2024-10-17 2024-06-30 13F/A-1 UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 95,510 17,630 3,877 0.0003
2024-08-14 2024-06-30 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 95,510 17,630 3,877 0.0003
2024-10-17 2024-03-31 13F/A-2 UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 77,880 -9,811 -11.19 2,871 16.85 0.0002
2024-08-16 2024-03-31 13F/A-1 UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 77,880 -9,811 2,871 0.0000
2024-05-15 2024-03-31 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 77,880 -9,811 2,871 0.0002
2024-08-16 2023-12-31 13F/A-1 UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 87,691 -16,564 -15.89 2,457 -6.40 0.0002
2024-02-13 2023-12-31 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 87,691 -16,564 2,457 0.0002
2023-11-15 2023-09-30 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 104,255 -18,279 -14.92 2,625 -25.64 0.0003
2023-08-14 2023-06-30 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 122,534 -36,839 -23.11 3,530 -24.00 0.0003
2023-05-15 2023-03-31 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 159,373 -2,823 -1.74 4,646 -14.35 0.0005
2023-02-14 2022-12-31 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 162,196 -11,565 -6.66 5,424 -1.61 0.0006
2022-11-14 2022-09-30 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 173,761 45,842 35.84 5,512 57.80 0.0008
2022-10-27 2022-06-30 13F/A-1 UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 127,919 33,330 35.24 3,493 83.26 0.0005
2022-08-15 2022-06-30 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 127,919 33,330 3,493 0.0001
2022-10-27 2022-03-31 13F/A-1 UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 94,589 -10,077 -9.63 1,906 -3.44 0.0003
2022-05-13 2022-03-31 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 94,589 -10,077 1,906 0.0003
2022-02-14 2021-12-31 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 104,666 -18,856 -15.27 1,974 -20.40 0.0002
2021-11-15 2021-09-30 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 123,522 -12,957 -9.49 2,480 -21.99 0.0003
2021-08-23 2021-06-30 13F/A-1 UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 136,479 -91,335 -40.09 3,179 -46.96 0.0004
2021-08-16 2021-06-30 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 136,479 -91,335 3,179 0.0001
2021-05-17 2021-03-31 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 227,814 126,335 124.49 5,994 186.93 0.0009
2021-02-16 2020-12-31 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 101,479 95,310 1,544.98 2,089 1,519.38 0.0003
2020-11-13 2020-09-30 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 6,169 -2,424 -28.21 129 -13.42 0.0000
2020-08-14 2020-06-30 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 8,593 2,363 37.93 149 81.71 0.0000
2020-05-26 2020-03-31 13F/A-1 UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 6,230 -11,264 -64.39 82 -75.30 0.0000
2020-05-15 2020-03-31 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 6,230 -11,264 82 6.2993
2020-02-14 2019-12-31 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 17,494 9,524 119.50 332 79.46 0.0001
2019-11-14 2019-09-30 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 7,970 2,329 41.29 185 45.67 0.0000
2019-08-14 2019-06-30 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 5,641 -37,633 -86.96 127 -85.09 0.0000
2019-05-15 2019-03-31 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 43,274 -191,923 -81.60 852 -79.97 0.0002
2019-02-14 2018-12-31 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 235,197 30,233 14.75 4,254 -43.60 0.0013
2019-04-23 2018-09-30 13F/A-2 UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 204,964 164,361 404.80 7,543 606.94 0.0019
2018-11-20 2018-09-30 13F/A-1 UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 204,964 0 7,543 0.0019
2018-11-14 2018-09-30 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 204,964 164,361 7,543
2019-04-23 2018-06-30 13F/A-1 UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 40,603 10,607 35.36 1,067 68.30 0.0003
2018-08-14 2018-06-30 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 40,603 10,607 1,067
2019-04-23 2018-03-31 13F/A-1 UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 29,996 936 3.22 634 -8.25 0.0002
2018-05-14 2018-03-31 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 29,996 936 634
2019-04-23 2017-12-31 13F/A-1 UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 29,060 16,583 132.91 691 170.98 0.0002
2018-02-14 2017-12-31 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 29,060 16,583 691
2017-11-14 2017-09-30 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 12,477 4,600 58.40 255 116.10 0.0001
2017-08-11 2017-06-30 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 7,877 -3,214 -28.98 118 -25.79 0.0000
2017-05-22 2017-03-31 13F/A-1 UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 11,091 -14,681 -56.96 159 -62.32 0.0000
2017-05-12 2017-03-31 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 11,091 159
2017-02-22 2016-12-31 13F/A-1 UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 25,772 12,501 94.20 422 137.08 0.0001
2017-02-13 2016-12-31 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 25,772 422
2016-11-10 2016-09-30 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 13,271 11,771 784.73 178 836.84 0.0001
2016-08-12 2016-06-30 13F UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 1,500 0 0.00 19 -24.00 0.0000
2016-05-12 2016-03-31 13F UNIVERSAL TRUCKLOAD SVCS COM 91388P105 1,500 -47,471 -96.94 25 -96.36 0.0000
2016-02-09 2015-12-31 13F UNIVERSAL TRUCKLOAD SVCS COM 91388P105 48,971 -945 -1.89 687 -11.58 0.0002
2016-02-08 2015-09-30 13F/A-1 UNIVERSAL TRUCKLOAD SVCS COM 91388P105 49,916 21,381 74.93 777 23.92 0.0003
2015-11-09 2015-09-30 13F UNIVERSAL TRUCKLOAD SVCS COM 91388P105 49,916 777
2015-08-12 2015-06-30 13F UNIVERSAL TRUCKLOAD SVCS COM 91388P105 28,535 -31,564 -52.52 627 -58.59 0.0002
2015-05-14 2015-03-31 13F UNIVERSAL TRUCKLOAD SVCS COM 91388P105 60,099 -1,771 -2.86 1,514 -14.17 0.0006
2015-02-13 2014-12-31 13F UNIVERSAL TRUCKLOAD SVCS COM 91388P105 61,870 -14,386 -18.87 1,764 -4.60 0.0006
2014-12-16 2014-09-30 13F/A-1 UNIVERSAL TRUCKLOAD SVCS COM 91388P105 76,256 72,885 2,162.12 1,849 1,806.19 0.0007
2014-11-14 2014-09-30 13F UNIVERSAL TRUCKLOAD SVCS COM 91388P105 76,256 1,849
2014-05-13 2014-03-31 13F UNIVERSAL TRUCKLOAD SVCS COM 91388P105 3,371 -22,077 -86.75 97 -87.50 0.0000
2014-02-13 2013-12-31 13F UNIVERSAL TRUCKLOAD SVCS COM 91388P105 25,448 -374 -1.45 776 12.79 0.0003
2013-11-13 2013-09-30 13F UNIVERSAL TRUCK COM 91388P105 25,822 -700 -2.64 688 7.50 0.0003
2013-08-08 2013-06-30 13F UNIVERSAL TRUCK COM 91388P105 26,522 26,522 640 0.0003
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.