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 2023
Institutional positions in Universal Corp as of Sep 30, 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
- 183
- −13 vs. Q2 2023
- Shares held
- 19.0M
- −348.4K (−1.8%) vs. Q2 2023
- Total value
- $896.5M
- −$69.3M (−7.2%) vs. Q2 2023
- New holders
- 13
- 67 more added
- Sold out
- 26
- 69 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: 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 2023
Shares, value and share of portfolio for each institution holding Universal Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Prestige Wealth Management Group LLC | 7 | $331 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 13 | $614 | 0.00% | −9−40.9% | Reduced |
| Bell Investment Advisors, Inc | 21 | $992 | 0.00% | −17−44.7% | Reduced |
| GWM Advisors LLC | 26 | $1.23K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 31 | $1.46K | 0.00% | −32,183−99.9% | Reduced |
| Godsey & Gibb Associates | 42 | $1.97K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 41 | $2.00K | 0.00% | +10+32.3% | Added |
| Lindbrook Capital, LLC | 52 | $2.46K | 0.00% | +52 | New |
| Sutton Wealth Advisors Inc. | 54 | $2.55K | 0.00% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 74 | $3.50K | 0.00% | +74 | New |
| Harbour Investments, Inc. | 75 | $3.54K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 79 | $3.73K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 85 | $4.00K | 0.00% | −22−20.6% | Reduced |
| Tradition Wealth Management, LLC | 90 | $4.00K | 0.00% | +1+1.1% | Added |
| Massmutual Trust Co FSB | 88 | $4.15K | 0.00% | +88 | New |
| Farther Finance Advisors, LLC | 92 | $4.34K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 112 | $5.29K | 0.00% | −16−12.5% | Reduced |
| ORG Partners LLC | 130 | $6.14K | 0.00% | −7,098−98.2% | Reduced |
| IFP Advisors, Inc | 132 | $6.23K | 0.00% | −1,108−89.4% | Reduced |
| Huntington National Bank | 138 | $6.51K | 0.00% | +138 | New |
| Simplex Trading, LLC | 149 | $7.00K | 0.00% | +124+496.0% | Added |
| Beaird Harris Wealth Management, LLC | 200 | $9.44K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 215 | $10.2K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 275 | $13.0K | 0.00% | +275 | New |
| Nomura Asset Management Co Ltd | 280 | $13.2K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 287 | $13.5K | 0.00% | −379−56.9% | Reduced |
| Delta Asset Management LLC | 300 | $14.2K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 300 | $14.2K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 306 | $14.4K | 0.00% | −80−20.7% | Reduced |
| Whittier Trust Co | 361 | $17.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 381 | $18.0K | 0.00% | +264+225.6% | Added |
| Geneos Wealth Management Inc. | 400 | $18.9K | 0.00% | −1−0.2% | Reduced |
| Ronald Blue Trust, Inc. | 400 | $20.0K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 437 | $20.6K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 456 | $21.5K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 461 | $21.7K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 600 | $28.0K | 0.01% | −400−40.0% | Reduced |
| Gladius Capital Management LP | 712 | $33.6K | 0.01% | +260+57.5% | Added |
| Salomon & Ludwin, LLC | 763 | $36.0K | 0.00% | +763 | New |
| Signaturefd, LLC | 783 | $37.0K | 0.00% | −8−1.0% | Reduced |
| Colonial Trust Advisors | 800 | $37.8K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 900 | $42.0K | 0.00% | −1,100−55.0% | Reduced |
| KBC Group NV | 885 | $42.0K | 0.00% | −1,048−54.2% | Reduced |
| Lazard Asset Management LLC | 924 | $43.0K | 0.00% | +44+5.0% | Added |
| FMR LLC | 988 | $46.6K | 0.00% | −1,007−50.5% | Reduced |
| Public Employees Retirement System of Ohio | 1,195 | $56.0K | 0.00% | −30−2.4% | Reduced |
| Tower Research Capital LLC (TRC) | 1,190 | $56.2K | 0.00% | −4,972−80.7% | Reduced |
| Parallel Advisors, LLC | 1,211 | $57.2K | 0.00% | +259+27.2% | Added |
| Metropolitan Life Insurance Co | 1,390 | $65.6K | 0.00% | +81+6.2% | Added |
| Sittner & Nelson, LLC | 1,634 | $77.2K | 0.04% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,905 | $89.9K | 0.00% | +7+0.4% | Added |
| Ameritas Investment Partners, Inc. | 2,397 | $113.2K | 0.00% | +501+26.4% | Added |
| Sunbelt Securities, Inc. | 3,148 | $148.6K | 0.02% | −2−0.1% | Reduced |
| Public Employees Retirement Association of Colorado | 4,088 | $193.0K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 4,164 | $197.0K | 0.00% | +2,224+114.6% | Added |
| Mutual of America Capital Management LLC | 4,318 | $203.9K | 0.00% | −479−10.0% | Reduced |
| Vident Advisory, LLC | 4,499 | $212.4K | 0.01% | +4,499 | New |
| Baird Financial Group, Inc. | 4,533 | $214.0K | 0.00% | +83+1.9% | Added |
| Steel Peak Wealth Management LLC | 4,676 | $220.8K | 0.01% | +572+13.9% | Added |
| Commonwealth Equity Services, LLC | 4,680 | $221.0K | 0.00% | +140+3.1% | Added |
| Advisor Partners II, LLC | 4,723 | $223.0K | 0.01% | −794−14.4% | Reduced |
| AE Wealth Management LLC | 4,809 | $227.0K | 0.00% | −1,537−24.2% | Reduced |
| LVM Capital Management Ltd | 4,900 | $231.0K | 0.03% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 5,000 | $236.0K | 0.00% | 00.0% | Unchanged |
| First National Trust Co | 5,042 | $238.0K | 0.01% | −90−1.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,418 | $255.8K | 0.00% | +421+8.4% | Added |
| Truist Financial Corp | 5,894 | $278.3K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 6,112 | $288.5K | 0.00% | +1,251+25.7% | Added |
| Mackenzie Financial Corp | 6,175 | $289.0K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 6,182 | $291.9K | 0.00% | −6,400−50.9% | Reduced |
| Lowe Brockenbrough & Co Inc | 6,467 | $305.3K | 0.02% | +175+2.8% | Added |
| Keene & Associates, Inc. | 6,595 | $311.4K | 0.25% | +67+1.0% | Added |
| Captrust Financial Advisors | 6,678 | $315.3K | 0.00% | −84−1.2% | Reduced |
| New York Life Investment Management LLC | 6,732 | $317.8K | 0.00% | −1,060−13.6% | Reduced |
| State Board of Administration of Florida Retirement System | 6,890 | $325.3K | 0.00% | +40+0.6% | Added |
| Arizona State Retirement System | 7,011 | $331.0K | 0.00% | +114+1.7% | Added |
| Oregon Public Employees Retirement Fund | 7,339 | $346.5K | 0.00% | −300−3.9% | Reduced |
| Yousif Capital Management, LLC | 7,377 | $348.3K | 0.00% | −697−8.6% | Reduced |
| Comerica Bank | 7,402 | $349.4K | 0.00% | +7,402 | New |
| Teachers Retirement System of the State of Kentucky | 7,827 | $369.0K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 8,302 | $391.9K | 0.00% | +8,302 | New |
| State of Tennessee, Treasury Department | 8,344 | $393.9K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 8,555 | $403.9K | 0.00% | −440−4.9% | Reduced |
| HighTower Advisors, LLC | 8,478 | $409.0K | 0.00% | +350+4.3% | Added |
| Fulcrum Equity Management | 8,802 | $415.6K | 0.49% | +70+0.8% | Added |
| Cambria Investment Management, L.P. | 8,925 | $421.3K | 0.03% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 8,930 | $421.6K | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 9,075 | $428.4K | 0.01% | −492−5.1% | Reduced |
| Amalgamated Bank | 9,542 | $450.0K | 0.00% | −295−3.0% | Reduced |
| Balyasny Asset Management LLC | 9,648 | $455.5K | 0.00% | +1,648+20.6% | Added |
| New York State Common Retirement Fund | 9,800 | $462.7K | 0.00% | 00.0% | Unchanged |
| SBB Research Group LLC | 10,000 | $472.1K | 0.84% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 10,269 | $485.0K | 0.01% | +10,269 | New |
| Voya Investment Management LLC | 10,299 | $486.2K | 0.00% | +133+1.3% | Added |
| Jump Financial, LLC | 10,600 | $500.4K | 0.02% | +3,550+50.4% | Added |
| Janus Henderson Group PLC | 10,904 | $514.7K | 0.00% | +10.0% | Added |
| Royal Bank of Canada | 11,308 | $534.0K | 0.00% | +2,151+23.5% | Added |
| Barclays PLC | 11,605 | $547.9K | 0.00% | −1,557−11.8% | Reduced |
| Deutsche Bank AG | 11,916 | $562.6K | 0.00% | +1,492+14.3% | Added |
| Teacher Retirement System of Texas | 11,972 | $565.0K | 0.00% | −19,620−62.1% | Reduced |