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, Q1 2023
Institutional positions in Universal Corp as of Mar 31, 2023. 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
- 182
- −6 vs. Q4 2022
- Shares held
- 19.5M
- +213.9K (+1.1%) vs. Q4 2022
- Total value
- $1.02B
- +$4.28M (+0.4%) vs. Q4 2022
- New holders
- 18
- 68 more added
- Sold out
- 24
- 63 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: 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, Q1 2023
Shares, value and share of portfolio for each institution holding Universal Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Prestige Wealth Management Group LLC | 7 | $371 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 9 | $481 | 0.00% | +9 | New |
| Bell Investment Advisors, Inc | 10 | $529 | 0.00% | +10 | New |
| Fifth Third Bancorp | 22 | $1.16K | 0.00% | +9+69.2% | Added |
| GWM Advisors LLC | 26 | $1.38K | 0.00% | −208−88.9% | Reduced |
| Manchester Capital Management LLC | 37 | $1.96K | 0.00% | −9−19.6% | Reduced |
| Godsey & Gibb Associates | 42 | $2.20K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 42 | $2.22K | 0.00% | +42 | New |
| International Assets Investment Management, LLC | 46 | $2.43K | 0.00% | +46 | New |
| Sutton Wealth Advisors Inc. | 54 | $2.86K | 0.00% | −246−82.0% | Reduced |
| Quadrant Capital Group LLC | 60 | $3.17K | 0.00% | +49+445.5% | Added |
| Lindbrook Capital, LLC | 62 | $3.28K | 0.00% | +51+463.6% | Added |
| Harbour Investments, Inc. | 75 | $3.97K | 0.00% | +75 | New |
| Covestor Ltd | 79 | $4.00K | 0.00% | −7−8.1% | Reduced |
| Bessemer Group Inc | 80 | $4.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 79 | $4.18K | 0.00% | −51−39.2% | Reduced |
| TCI Wealth Advisors, Inc. | 92 | $4.87K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 92 | $4.87K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 88 | $5.00K | 0.00% | +2+2.3% | Added |
| CWM, LLC | 116 | $6.00K | 0.00% | +67+136.7% | Added |
| Geneos Wealth Management Inc. | 151 | $7.99K | 0.00% | −272−64.3% | Reduced |
| Beaird Harris Wealth Management, LLC | 200 | $10.6K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 215 | $11.4K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 231 | $12.2K | 0.00% | +28+13.8% | Added |
| Nomura Asset Management Co Ltd | 280 | $14.8K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 300 | $15.9K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 300 | $15.9K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 361 | $19.1K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 386 | $20.4K | 0.00% | +92+31.3% | Added |
| PSI Advisors, LLC | 437 | $23.1K | 0.01% | −60−12.1% | Reduced |
| Private Trust Co NA | 456 | $24.1K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 461 | $24.6K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 560 | $29.6K | 0.01% | +26+4.9% | Added |
| Belpointe Asset Management LLC | 560 | $29.6K | 0.00% | +405+261.3% | Added |
| Tower Research Capital LLC (TRC) | 627 | $33.0K | 0.00% | +353+128.8% | Added |
| Gladius Capital Management LP | 674 | $35.6K | 0.01% | +9+1.4% | Added |
| Envestnet Asset Management Inc | 171,983 | $38.8K | 0.00% | +166,137+2,841.9% | Added |
| Northwestern Mutual Wealth Management Co | 800 | $42.3K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 800 | $42.3K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 833 | $44.1K | 0.00% | +1+0.1% | Added |
| US Bancorp | 838 | $44.3K | 0.00% | +155+22.7% | Added |
| Ronald Blue Trust, Inc. | 857 | $45.0K | 0.00% | −106−11.0% | Reduced |
| Signaturefd, LLC | 860 | $45.5K | 0.00% | +627+269.1% | Added |
| Lazard Asset Management LLC | 880 | $46.0K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 990 | $51.8K | 0.01% | +990 | New |
| AlphaMark Advisors, LLC | 1,000 | $53.0K | 0.02% | +1,000 | New |
| Public Employees Retirement System of Ohio | 1,255 | $66.0K | 0.00% | −22−1.7% | Reduced |
| Metropolitan Life Insurance Co | 1,309 | $69.2K | 0.00% | −131−9.1% | Reduced |
| IFP Advisors, Inc | 1,292 | $85.0K | 0.00% | −4,076−75.9% | Reduced |
| Ameritas Investment Partners, Inc. | 1,896 | $100.3K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,936 | $102.4K | 0.00% | −32−1.6% | Reduced |
| FMR LLC | 1,996 | $105.5K | 0.00% | −810−28.9% | Reduced |
| PEAK6 Investments LLC | 2,129 | $112.6K | 0.01% | +537+33.7% | Added |
| KBC Group NV | 2,229 | $118.0K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 3,021 | $159.8K | 0.09% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,910 | $206.8K | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 4,022 | $212.7K | 0.00% | +4,022 | New |
| Bank of Montreal | 4,042 | $213.9K | 0.00% | +4,042 | New |
| Public Employees Retirement Association of Colorado | 4,088 | $216.0K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 4,191 | $221.7K | 0.05% | +4,191 | New |
| Mariner, LLC | 4,237 | $224.0K | 0.00% | +4,237 | New |
| Steel Peak Wealth Management LLC | 4,502 | $238.1K | 0.02% | +4,502 | New |
| Baird Financial Group, Inc. | 4,506 | $238.3K | 0.00% | +109+2.5% | Added |
| Teacher Retirement System of Texas | 4,658 | $246.0K | 0.00% | +221+5.0% | Added |
| Fundamentun, LLC | 4,915 | $260.0K | 0.04% | +802+19.5% | Added |
| Thompson Siegel & Walmsley LLC | 5,000 | $264.0K | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 5,057 | $267.5K | 0.00% | −90−1.7% | Reduced |
| LVM Capital Management Ltd | 5,100 | $270.0K | 0.04% | 00.0% | Unchanged |
| First National Trust Co | 5,132 | $271.4K | 0.01% | 00.0% | Unchanged |
| Fulcrum Equity Management | 5,140 | $271.9K | 0.26% | +1,038+25.3% | Added |
| Ergoteles LLC | 5,329 | $281.9K | 0.01% | −10,884−67.1% | Reduced |
| Guggenheim Capital LLC | 6,092 | $322.2K | 0.00% | +6,092 | New |
| Mackenzie Financial Corp | 6,175 | $326.6K | 0.00% | −1,800−22.6% | Reduced |
| AE Wealth Management LLC | 6,289 | $332.6K | 0.00% | −44−0.7% | Reduced |
| PDT Partners, LLC | 6,336 | $335.1K | 0.05% | −2,464−28.0% | Reduced |
| Advisor Partners II, LLC | 6,432 | $340.2K | 0.02% | −296−4.4% | Reduced |
| Lowe Brockenbrough & Co Inc | 6,492 | $343.4K | 0.03% | +125+2.0% | Added |
| Keene & Associates, Inc. | 6,528 | $345.3K | 0.27% | −175−2.6% | Reduced |
| Cubist Systematic Strategies, LLC | 6,554 | $346.6K | 0.00% | −33,708−83.7% | Reduced |
| Captrust Financial Advisors | 6,734 | $356.2K | 0.00% | −77−1.1% | Reduced |
| Two Sigma Investments, LP | 6,780 | $358.6K | 0.00% | +6,780 | New |
| Engineers Gate Manager LP | 6,820 | $360.7K | 0.02% | +6,820 | New |
| Arizona State Retirement System | 7,115 | $376.3K | 0.00% | +173+2.5% | Added |
| Teachers Retirement System of the State of Kentucky | 7,396 | $391.0K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 7,839 | $414.6K | 0.01% | −320−3.9% | Reduced |
| HighTower Advisors, LLC | 7,788 | $416.0K | 0.00% | −164−2.1% | Reduced |
| Royal Bank of Canada | 8,012 | $425.0K | 0.00% | −1,382−14.7% | Reduced |
| Truist Financial Corp | 8,056 | $426.1K | 0.00% | −668−7.7% | Reduced |
| State of Tennessee, Treasury Department | 8,344 | $441.3K | 0.00% | −1,409−14.4% | Reduced |
| Yousif Capital Management, LLC | 8,789 | $464.9K | 0.01% | −2,140−19.6% | Reduced |
| UBS Asset Management Americas Inc | 8,930 | $472.3K | 0.00% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 9,076 | $480.0K | 0.01% | +9,076 | New |
| Acrisure Capital Management, LLC | 9,157 | $484.3K | 0.49% | −2,031−18.2% | Reduced |
| Manufacturers Life Insurance Company, The | 9,561 | $505.7K | 0.00% | +41+0.4% | Added |
| Voya Investment Management LLC | 9,850 | $521.0K | 0.00% | −102−1.0% | Reduced |
| Maryland State Retirement & Pension System | 9,888 | $523.0K | 0.01% | −283−2.8% | Reduced |
| First Hawaiian Bank | 9,989 | $528.3K | 0.02% | +2,414+31.9% | Added |
| Raymond James & Associates | 9,995 | $528.6K | 0.00% | +25+0.3% | Added |
| SBB Research Group LLC | 10,000 | $528.9K | 0.75% | 00.0% | Unchanged |
| Amalgamated Bank | 10,224 | $541.0K | 0.00% | −670−6.2% | Reduced |