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, Q4 2023
Institutional positions in Universal Corp as of Dec 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
- 199
- +19 vs. Q3 2023
- Shares held
- 19.9M
- +907.2K (+4.8%) vs. Q3 2023
- Total value
- $1.34B
- +$442.6M (+49.4%) vs. Q3 2023
- New holders
- 31
- 60 more added
- Sold out
- 12
- 78 more reduced
3 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Universal Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 3,974,202 | $267.5M | 0.01% | +167,923+4.4% | Added |
| Vanguard Group Inc | 2,943,146 | $198.1M | 0.00% | −15,033−0.5% | Reduced |
| Dimensional Fund Advisors LP | 1,906,609 | $128.4M | 0.04% | +10,875+0.6% | Added |
| State Street Corp | 1,477,278 | $99.5M | 0.00% | +46,705+3.3% | Added |
| Pzena Investment Management LLC | 1,087,062 | $73.2M | 0.28% | −30,401−2.7% | Reduced |
| Pacer Advisors, Inc. | 1,057,449 | $71.2M | 0.20% | +1,057,449 | New |
| Invesco Ltd. | 892,309 | $60.1M | 0.01% | −247,289−21.7% | Reduced |
| Geode Capital Management, LLC | 520,363 | $35.0M | 0.00% | +22,360+4.5% | Added |
| Charles Schwab Investment Management Inc | 483,175 | $32.5M | 0.01% | +5,930+1.2% | Added |
| Bank of New York Mellon Corp | 408,233 | $27.5M | 0.01% | +12,426+3.1% | Added |
| Victory Capital Management Inc | 378,376 | $25.5M | 0.03% | +28,016+8.0% | Added |
| Morgan Stanley | 326,812 | $22.0M | 0.00% | +112,684+52.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 267,286 | $18.0M | 0.04% | −7,494−2.7% | Reduced |
| Renaissance Technologies LLC | 263,811 | $17.8M | 0.03% | −17,200−6.1% | Reduced |
| Northern Trust Corp | 255,406 | $17.2M | 0.00% | +6,902+2.8% | Added |
| First Trust Advisors LP | 234,049 | $15.8M | 0.02% | −7,361−3.0% | Reduced |
| Advisors Asset Management, Inc. | 215,532 | $14.5M | 0.30% | −16,139−7.0% | Reduced |
| Davenport & Co LLC | 171,627 | $11.6M | 0.08% | −49,408−22.4% | Reduced |
| Adams Asset Advisors, LLC | 151,106 | $10.2M | 1.37% | −23,547−13.5% | Reduced |
| ProShare Advisors LLC | 137,433 | $9.25M | 0.03% | −36,415−20.9% | Reduced |
| Principal Financial Group Inc | 127,942 | $8.61M | 0.01% | −4,723−3.6% | Reduced |
| Prudential Financial Inc | 109,602 | $7.38M | 0.01% | +66,831+156.3% | Added |
| Insight Folios Inc | 107,741 | $7.25M | 3.14% | +4,645+4.5% | Added |
| Ameriprise Financial Inc | 101,801 | $6.85M | 0.00% | −4,653−4.4% | Reduced |
| Goldman Sachs Group Inc | 95,595 | $6.44M | 0.00% | +26,023+37.4% | Added |
| Nuveen Asset Management, LLC | 85,771 | $5.77M | 0.00% | +1,335+1.6% | Added |
| Navellier & Associates Inc | 80,033 | $5.39M | 0.81% | +50+0.1% | Added |
| Two Sigma Advisers, LP | 75,300 | $5.07M | 0.01% | −28,400−27.4% | Reduced |
| Brandywine Global Investment Management, LLC | 72,638 | $4.89M | 0.04% | −7,757−9.6% | Reduced |
| JPMorgan Chase & Co | 70,183 | $4.72M | 0.00% | −1,881−2.6% | Reduced |
| Legal & General Group Plc | 68,607 | $4.62M | 0.00% | −589−0.9% | Reduced |
| Rhumbline Advisers | 67,169 | $4.52M | 0.00% | −333−0.5% | Reduced |
| UBS Group AG | 58,570 | $3.94M | 0.00% | +564+1.0% | Added |
| Public Sector Pension Investment Board | 50,970 | $3.43M | 0.03% | +20,519+67.4% | Added |
| Wintrust Investments LLC | 50,755 | $3.42M | 0.33% | −16,750−24.8% | Reduced |
| Swiss National Bank | 48,600 | $3.27M | 0.00% | −5,600−10.3% | Reduced |
| New York State Teachers Retirement System | 47,288 | $3.18M | 0.01% | −679−1.4% | Reduced |
| AQR Capital Management LLC | 44,656 | $3.01M | 0.01% | +593+1.3% | Added |
| Bank of America Corp | 40,800 | $2.75M | 0.00% | +3,897+10.6% | Added |
| Allspring Global Investments Holdings, LLC | 40,047 | $2.70M | 0.00% | −17,763−30.7% | Reduced |
| Barclays PLC | 37,904 | $2.55M | 0.00% | +26,299+226.6% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 35,997 | $2.42M | 0.01% | −11,365−24.0% | Reduced |
| Credit Suisse AG | 30,039 | $2.02M | 0.00% | −10,015−25.0% | Reduced |
| Alliancebernstein L.P. | 29,334 | $1.97M | 0.00% | −1,130−3.7% | Reduced |
| Balyasny Asset Management LLC | 28,957 | $1.95M | 0.01% | +19,309+200.1% | Added |
| Martingale Asset Management L P | 28,460 | $1.92M | 0.04% | +943+3.4% | Added |
| Exchange Traded Concepts, LLC | 27,331 | $1.84M | 0.05% | +215+0.8% | Added |
| Susquehanna Portfolio Strategies, LLC | 25,272 | $1.70M | 0.03% | +25,272 | New |
| Trexquant Investment LP | 24,414 | $1.64M | 0.04% | +24,414 | New |
| Susquehanna International Group, LLP | 24,395 | $1.64M | 0.00% | −17,902−42.3% | Reduced |
| Nisa Investment Advisors, LLC | 24,017 | $1.62M | 0.01% | −2,000−7.7% | Reduced |
| Raymond James & Associates | 23,500 | $1.58M | 0.00% | −1,246−5.0% | Reduced |
| Franklin Resources Inc | 22,318 | $1.50M | 0.00% | −1,280−5.4% | Reduced |
| Thrivent Financial for Lutherans | 21,884 | $1.47M | 0.00% | −654−2.9% | Reduced |
| Heritage Wealth Advisors | 21,633 | $1.46M | 0.07% | +109+0.5% | Added |
| Texas Permanent School Fund | 21,216 | $1.43M | 0.01% | +292+1.4% | Added |
| Guggenheim Capital LLC | 20,691 | $1.39M | 0.01% | +4,988+31.8% | Added |
| Cerity Partners LLC | 19,999 | $1.35M | 0.00% | +19,999 | New |
| O'Shaughnessy Asset Management, LLC | 18,941 | $1.28M | 0.02% | +18,941 | New |
| Neuberger Berman Group LLC | 18,690 | $1.26M | 0.00% | −6,891−26.9% | Reduced |
| LPL Financial LLC | 18,403 | $1.24M | 0.00% | +3,746+25.6% | Added |
| Great West Life Assurance Co | 18,247 | $1.23M | 0.00% | −2,401−11.6% | Reduced |
| Wells Fargo & Company | 18,172 | $1.22M | 0.00% | +1,433+8.6% | Added |
| Jump Financial, LLC | 17,807 | $1.20M | 0.04% | +7,207+68.0% | Added |
| Creative Planning | 17,779 | $1.20M | 0.00% | +4,672+35.6% | Added |
| Citigroup Inc | 17,716 | $1.19M | 0.00% | +4,606+35.1% | Added |
| Advisor Group Holdings, Inc. | 17,004 | $1.15M | 0.00% | +1,797+11.8% | Added |
| Allianz Asset Management GmbH | 17,016 | $1.15M | 0.00% | −6,257−26.9% | Reduced |
| Voya Investment Management LLC | 16,797 | $1.13M | 0.00% | +6,498+63.1% | Added |
| Price T Rowe Associates Inc | 16,509 | $1.11M | 0.00% | +912+5.8% | Added |
| AlphaStar Capital Management, LLC | 16,139 | $1.09M | 0.10% | −6,795−29.6% | Reduced |
| Quadrature Capital Ltd | 16,089 | $1.08M | 0.02% | +2,397+17.5% | Added |
| CoreCap Advisors, LLC | 15,766 | $1.06M | 0.07% | +1,635+11.6% | Added |
| Chesapeake Capital Corp | 15,366 | $1.03M | 0.75% | +15,366 | New |
| State of Alaska, Department of Revenue | 15,109 | $1.02M | 0.01% | −231−1.5% | Reduced |
| Brandywine Trust Co | 14,907 | $1.00M | 0.20% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 14,180 | $954.6K | 0.00% | −49,969−77.9% | Reduced |
| Alps Advisors Inc | 14,045 | $945.5K | 0.01% | +1,984+16.4% | Added |
| State of Tennessee, Treasury Department | 13,927 | $937.6K | 0.00% | +5,583+66.9% | Added |
| Illinois Municipal Retirement Fund | 13,593 | $915.0K | 0.02% | −421−3.0% | Reduced |
| Royal Bank of Canada | 13,450 | $905.0K | 0.00% | +2,142+18.9% | Added |
| American International Group, Inc. | 13,145 | $884.9K | 0.00% | −115−0.9% | Reduced |
| MetLife Investment Management | 12,796 | $861.4K | 0.01% | 00.0% | Unchanged |
| First Hawaiian Bank | 12,350 | $831.4K | 0.03% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 12,300 | $828.0K | 0.02% | −200−1.6% | Reduced |
| Teacher Retirement System of Texas | 12,188 | $820.0K | 0.01% | +216+1.8% | Added |
| Manufacturers Life Insurance Company, The | 11,831 | $796.5K | 0.00% | −211−1.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 11,799 | $794.0K | 0.00% | −257−2.1% | Reduced |
| Deutsche Bank AG | 11,648 | $784.1K | 0.00% | −268−2.2% | Reduced |
| Janus Henderson Group PLC | 10,884 | $732.8K | 0.00% | −20−0.2% | Reduced |
| Millennium Management LLC | 10,514 | $707.8K | 0.00% | −119,130−91.9% | Reduced |
| New York State Common Retirement Fund | 9,800 | $659.7K | 0.00% | 00.0% | Unchanged |
| First National Trust Co | 9,752 | $656.5K | 0.03% | +4,710+93.4% | Added |
| Amalgamated Bank | 8,965 | $604.0K | 0.00% | −577−6.0% | Reduced |
| UBS Asset Management Americas Inc | 8,930 | $601.2K | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 8,926 | $600.9K | 0.01% | −149−1.6% | Reduced |
| HighTower Advisors, LLC | 8,407 | $563.0K | 0.00% | −71−0.8% | Reduced |
| CIBC Private Wealth Group, LLC | 8,300 | $558.8K | 0.00% | −20.0% | Reduced |
| Taylor Hoffman Wealth Management | 8,172 | $550.1K | 0.25% | +8,172 | New |
| Teachers Retirement System of the State of Kentucky | 7,827 | $527.0K | 0.00% | 00.0% | Unchanged |