Universal Corp
UVV- Exchange
- NYSE
- Industry
- Wholesale-Farm Product Raw Materials
- SEC CIK
- 0000102037
In the last 90 days, Universal Corp insiders filed 0 open-market purchases and 1 sale; 231 institutions reported holding it in 13F filings for Q2 2026, worth $1.05B in total; no superinvestor holds it.
13F holders, Q3 2021
Institutional positions in Universal Corp as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 169
- −5 vs. Q2 2021
- Shares held
- 19.3M
- −387.3K (−2.0%) vs. Q2 2021
- Total value
- $934.4M
- −$188.8M (−16.8%) vs. Q2 2021
- New holders
- 18
- 57 more added
- Sold out
- 23
- 64 more reduced
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting UVV on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 231 | $1.05B |
| Q1 2026 | 231 | $1.05B |
| Q4 2025 | 227 | $1.05B |
| Q3 2025 | 231 | $1.12B |
| Q2 2025 | 240 | $1.15B |
| Q1 2025 | 218 | $1.11B |
| Q4 2024 | 213 | $1.09B |
| Q3 2024 | 224 | $1.03B |
| Q2 2024 | 213 | $936.8M |
| Q1 2024 | 215 | $995.6M |
| Q4 2023 | 199 | $1.34B |
| Q3 2023 | 183 | $896.5M |
| Q2 2023 | 197 | $966.3M |
| Q1 2023 | 182 | $1.02B |
| Q4 2022 | 190 | $1.02B |
| Q3 2022 | 179 | $904.8M |
| Q2 2022 | 187 | $1.21B |
| Q1 2022 | 189 | $1.15B |
| Q4 2021 | 187 | $1.09B |
| Q3 2021 | 169 | $934.4M |
| Q2 2021 | 174 | $1.12B |
| Q1 2021 | 175 | $1.18B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Universal Corp; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Eaton Vance Management | 4,779 | $0 | 0.00% | +55+1.2% | Added |
| FMR LLC | 7 | $0 | 0.00% | +5+250.0% | Added |
| Prestige Wealth Management Group LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 34 | $1.00K | 0.00% | +34 | New |
| Private Capital Group, LLC | 37 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 41 | $2.00K | 0.00% | +41 | New |
| Tradition Wealth Management, LLC | 80 | $4.00K | 0.00% | +1+1.3% | Added |
| Harbour Investments, Inc. | 75 | $4.00K | 0.00% | +1+1.4% | Added |
| TCI Wealth Advisors, Inc. | 92 | $4.00K | 0.00% | +18+24.3% | Added |
| Berman Capital Advisors, LLC | 98 | $4.00K | 0.00% | +16+19.5% | Added |
| Fifth Third Bancorp | 86 | $4.00K | 0.00% | +51+145.7% | Added |
| Federated Hermes, Inc. | 112 | $5.00K | 0.00% | −805−87.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 117 | $6.00K | 0.00% | −8−6.4% | Reduced |
| IFP Advisors, Inc | 132 | $6.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 144 | $7.00K | 0.00% | +77+114.9% | Added |
| Resources Management Corp | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 300 | $14.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 300 | $14.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 360 | $17.0K | 0.00% | −59−14.1% | Reduced |
| Whittier Trust Co | 405 | $20.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 409 | $20.0K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 496 | $24.0K | 0.01% | +107+27.5% | Added |
| US Bancorp | 500 | $24.0K | 0.00% | −285−36.3% | Reduced |
| Parallel Advisors, LLC | 549 | $27.0K | 0.00% | −47−7.9% | Reduced |
| Versant Capital Management, Inc | 554 | $27.0K | 0.01% | +124+28.8% | Added |
| Pflug Koory, LLC | 600 | $29.0K | 0.02% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 707 | $34.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 720 | $35.0K | 0.01% | +5+0.7% | Added |
| Meeder Asset Management Inc | 856 | $41.0K | 0.00% | −65−7.1% | Reduced |
| PSI Advisors, LLC | 996 | $48.0K | 0.02% | +996 | New |
| Patriot Financial Group Insurance Agency, LLC | 1,069 | $52.0K | 0.01% | +1,044+4,176.0% | Added |
| The PNC Financial Services Group, Inc. | 1,246 | $61.0K | 0.00% | +83+7.1% | Added |
| Sittner & Nelson, LLC | 1,500 | $72.0K | 0.05% | +1,500 | New |
| Tower Research Capital LLC (TRC) | 1,910 | $92.0K | 0.00% | −41−2.1% | Reduced |
| Ameritas Investment Partners, Inc. | 1,896 | $92.0K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 2,260 | $109.0K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 2,650 | $128.0K | 0.00% | +2,650 | New |
| Simplex Trading, LLC | 2,342 | $134.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,908 | $141.0K | 0.00% | +2,908 | New |
| Signaturefd, LLC | 3,024 | $146.0K | 0.01% | +23+0.8% | Added |
| Mutual of America Capital Management LLC | 3,278 | $158.0K | 0.00% | −207−5.9% | Reduced |
| Public Employees Retirement Association of Colorado | 4,088 | $198.0K | 0.00% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 4,196 | $203.0K | 0.03% | +1,772+73.1% | Added |
| Eqis Capital Management, Inc. | 4,301 | $208.0K | 0.02% | +128+3.1% | Added |
| Commonwealth Equity Services, LLC | 4,350 | $210.0K | 0.00% | −210−4.6% | Reduced |
| Baird Financial Group, Inc. | 4,386 | $212.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 4,452 | $215.0K | 0.00% | +4,452 | New |
| Public Employees Retirement System of Ohio | 4,562 | $220.0K | 0.00% | +339+8.0% | Added |
| Guggenheim Capital LLC | 4,621 | $223.0K | 0.00% | −8,103−63.7% | Reduced |
| HSBC Holdings PLC | 4,696 | $228.0K | 0.00% | −5,164−52.4% | Reduced |
| Thompson Siegel & Walmsley LLC | 5,000 | $242.0K | 0.00% | 00.0% | Unchanged |
| LVM Capital Management Ltd | 5,100 | $246.0K | 0.04% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 5,220 | $252.0K | 0.02% | +50+1.0% | Added |
| Captrust Financial Advisors | 5,700 | $275.0K | 0.00% | −200−3.4% | Reduced |
| Advisor Partners LLC | 5,691 | $275.0K | 0.02% | +93+1.7% | Added |
| TD Asset Management Inc | 5,800 | $280.0K | 0.00% | +600+11.5% | Added |
| Raymond James & Associates | 5,912 | $286.0K | 0.00% | −1,199−16.9% | Reduced |
| Great Valley Advisor Group, Inc. | 5,955 | $288.0K | 0.02% | +5,955 | New |
| Metropolitan Life Insurance Co | 6,425 | $310.5K | 0.00% | −969−13.1% | Reduced |
| LPL Financial LLC | 6,554 | $317.0K | 0.00% | −380−5.5% | Reduced |
| Arizona State Retirement System | 6,678 | $323.0K | 0.00% | +14+0.2% | Added |
| Occudo Quantitative Strategies LP | 6,718 | $325.0K | 0.04% | +6,718 | New |
| Robeco Institutional Asset Management B.V. | 6,848 | $331.0K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 6,952 | $336.0K | 0.00% | 00.0% | Unchanged |
| Fulcrum Equity Management | 7,173 | $347.0K | 0.13% | +245+3.5% | Added |
| IndexIQ Advisors LLC | 7,622 | $368.0K | 0.01% | +764+11.1% | Added |
| Panagora Asset Management Inc | 7,777 | $376.0K | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 7,958 | $385.0K | 0.00% | +7,958 | New |
| First Hawaiian Bank | 8,075 | $390.0K | 0.02% | 00.0% | Unchanged |
| Bank of Montreal | 7,958 | $392.0K | 0.00% | −146−1.8% | Reduced |
| Royal Bank of Canada | 8,251 | $399.0K | 0.00% | +587+7.7% | Added |
| MetLife Investment Management | 9,114 | $440.5K | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 9,735 | $475.0K | 0.01% | +9,735 | New |
| WBI Investments | 10,020 | $484.0K | 0.08% | +3,957+65.3% | Added |
| Oregon Public Employees Retirement Fund | 10,117 | $489.0K | 0.01% | 00.0% | Unchanged |
| Truist Financial Corp | 10,638 | $514.0K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 11,211 | $542.0K | 0.01% | −20,834−65.0% | Reduced |
| Envestnet Asset Management Inc | 11,581 | $560.0K | 0.00% | −247−2.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 11,725 | $567.0K | 0.00% | −1,041−8.2% | Reduced |
| State of Tennessee, Treasury Department | 11,716 | $567.0K | 0.00% | −1,017−8.0% | Reduced |
| Louisiana State Employees Retirement System | 11,800 | $570.0K | 0.01% | +700+6.3% | Added |
| Amalgamated Bank | 11,844 | $572.0K | 0.00% | −221−1.8% | Reduced |
| Manufacturers Life Insurance Company, The | 12,229 | $591.0K | 0.00% | −1,220−9.1% | Reduced |
| Duality Advisers, LP | 12,222 | $591.0K | 0.05% | +12,222 | New |
| Nisa Investment Advisors, LLC | 12,900 | $623.0K | 0.00% | −4,900−27.5% | Reduced |
| Susquehanna Fundamental Investments, LLC | 12,925 | $625.0K | 0.01% | −2,908−18.4% | Reduced |
| Canada Pension Plan Investment Board | 13,000 | $628.0K | 0.00% | +13,000 | New |
| Advisor Group Holdings, Inc. | 13,090 | $633.0K | 0.00% | +863+7.1% | Added |
| Citadel Advisors LLC | 13,206 | $638.0K | 0.00% | +3,143+31.2% | Added |
| Vident Investment Advisory, LLC | 13,930 | $673.0K | 0.02% | +205+1.5% | Added |
| Krane Funds Advisors LLC | 14,293 | $691.0K | 0.01% | −1,135−7.4% | Reduced |
| Allianz Asset Management GmbH | 14,831 | $717.0K | 0.00% | +14,831 | New |
| Brandywine Trust Co | 14,907 | $720.0K | 0.25% | 00.0% | Unchanged |
| American International Group, Inc. | 15,206 | $735.0K | 0.00% | −524−3.3% | Reduced |
| Cerity Partners LLC | 15,246 | $737.0K | 0.02% | +4,357+40.0% | Added |
| Deutsche Bank AG | 15,497 | $749.0K | 0.00% | −1,251−7.5% | Reduced |
| Cambria Investment Management, L.P. | 16,168 | $781.0K | 0.14% | +752+4.9% | Added |