ULH.NASDAQUniversal Logistics Holdings, INC

SCHEDULE 13G/A: FMR LLC and Abigail P. Johnson Maintain Significant 13.3% Stake in Universal Logistics Holdings Inc.

Sentiment:

Beneficial Ownership Disclosure 12 May 2025 2:43 PM

📋All filings for Universal Logistics Holdings, INC

FMR LLC and Abigail P. Johnson have filed an amended Schedule 13G, reporting a combined beneficial ownership of 13.3% of Universal Logistics Holdings Inc.'s common stock as of March 31, 2025.

Summary

FMR LLC and Abigail P. Johnson jointly filed an Amendment No. 3 to Schedule 13G concerning their beneficial ownership in Universal Logistics Holdings Inc.
As of March 31, 2025, they beneficially own an aggregate of 3,512,857 shares of Universal Logistics Holdings Inc. common stock.
This ownership represents 13.3% of the total outstanding common stock of Universal Logistics Holdings Inc.
FMR LLC holds sole voting power over 3,512,536 shares and sole dispositive power over 3,512,857 shares.
Abigail P. Johnson holds sole dispositive power over 3,512,857 shares, with no sole or shared voting power.
Fidelity Low-Priced Stock Fund is identified as having an interest in 1,618,430 shares, which constitutes 6.1% of the total outstanding common stock, with the right to receive dividends or proceeds from the sale.
The filing is made under Rule 13d-1(b), with FMR LLC classified as a parent holding company and Abigail P. Johnson as an individual.
Relevant FMR LLC subsidiaries identified include FIAM LLC (Investment Adviser), Fidelity Institutional Asset Management Trust Company (Bank), Fidelity Management & Research Company LLC (Investment Adviser), and Fidelity Management Trust Company (Bank).
The reporting persons certify that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.

Sentiment

Score: 6

Explanation: Neutral to slightly positive. The filing is a routine disclosure of a significant, passive ownership stake by a major institutional investor, which can be seen as a vote of confidence. It contains no negative news about the company itself.

Positives

A significant institutional investor, FMR LLC, and its key executive, Abigail P. Johnson, maintain a substantial 13.3% stake in Universal Logistics Holdings Inc., indicating continued confidence in the company.
The filing explicitly states that the shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control, suggesting a passive and stable investment stance.

Future Outlook

The document does not contain forward-looking statements or guidance regarding Universal Logistics Holdings Inc.'s future performance or operations. It is a regulatory disclosure of beneficial ownership.

Management Comments

"By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under §§ 240.14a-11."

Industry Context

This filing indicates continued institutional interest in the logistics and transportation sector, represented by Universal Logistics Holdings Inc. Large investment firms like FMR LLC often hold significant stakes in companies within stable, essential industries, reflecting a long-term investment perspective.

Comparison to Industry Standards

This document is a standard regulatory filing (Schedule 13G) for disclosing significant beneficial ownership. The reported 13.3% ownership stake by FMR LLC and Abigail P. Johnson is substantial for an institutional investor, positioning them among the top shareholders of Universal Logistics Holdings Inc. The certification of a passive investment stance aligns with typical institutional portfolio management rather than activist investing. No specific comparable companies, projects, or results are detailed within this filing.

Corporate Governance

Change Type	Description	Effective Date	Impact Assessment
Shareholders' Voting Agreement	Members of the Johnson family, including Abigail P. Johnson, who are predominant owners of Series B voting common shares of FMR LLC (representing 49% of voting power), have entered into a shareholders' voting agreement. All Series B voting common shares will be voted in accordance with the majority vote of Series B voting common shares.	NA	This agreement consolidates voting power within the Johnson family group regarding FMR LLC, potentially forming a controlling group with respect to FMR LLC under the Investment Company Act of 1940.

Stakeholder Impact

Shareholders: The disclosure of a significant, passive institutional stake by FMR LLC and Abigail P. Johnson may provide a degree of stability and confidence in the company's ownership structure.

Key Dates

Date	Description
2023-01-03	Effective date of Power of Attorney for FMR LLC.
2023-01-10	Date of Schedule 13G filing by FMR LLC where Power of Attorney (accession number -23-000003) was incorporated by reference.
2023-01-26	Effective date of Power of Attorney for Abigail P. Johnson.
2023-01-31	Date of Schedule 13G filing by FMR LLC where Power of Attorney (accession number -23-000038) for Abigail P. Johnson was incorporated by reference.
2025-03-31	Date of event which requires filing of this statement (reporting date for beneficial ownership).
2025-05-09	Date of signing of the Schedule 13G Amendment No. 3.

Recommendation

hold

Keywords

Universal Logistics Holdings Inc., FMR LLC, Abigail P. Johnson, Schedule 13G, Beneficial Ownership, Common Stock, Institutional Investor, Logistics, Transportation, Supply Chain

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