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 |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 7 | $471 | 0.00% | +7 | New |
| Prestige Wealth Management Group LLC | 7 | $472 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 11 | $741 | 0.00% | −10−47.6% | Reduced |
| Private Wealth Management Group, LLC | 11 | $741 | 0.00% | +11 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 12 | $808 | 0.00% | +12 | New |
| GWM Advisors LLC | 26 | $1.75K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 34 | $2.00K | 0.00% | −7−17.1% | Reduced |
| JFS Wealth Advisors, LLC | 30 | $2.02K | 0.00% | +30 | New |
| Glassman Wealth Services | 36 | $2.42K | 0.00% | +36 | New |
| Arlington Trust Co LLC | 41 | $2.76K | 0.00% | +41 | New |
| Godsey & Gibb Associates | 42 | $2.80K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 54 | $3.63K | 0.00% | +23+74.2% | Added |
| Citadel Advisors LLC | 57 | $3.84K | 0.00% | +57 | New |
| Dunhill Financial, LLC | 67 | $4.51K | 0.00% | +67 | New |
| Fifth Third Bancorp | 70 | $4.71K | 0.00% | +57+438.5% | Added |
| Harbour Investments, Inc. | 75 | $5.05K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 77 | $5.18K | 0.00% | −11−12.5% | Reduced |
| Farther Finance Advisors, LLC | 80 | $5.39K | 0.00% | −12−13.0% | Reduced |
| Fortitude Family Office, LLC | 82 | $5.52K | 0.00% | +82 | New |
| Tradition Wealth Management, LLC | 92 | $6.00K | 0.00% | +2+2.2% | Added |
| IFP Advisors, Inc | 132 | $8.89K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 136 | $9.00K | 0.00% | +51+60.0% | Added |
| Huntington National Bank | 138 | $9.29K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 147 | $9.90K | 0.00% | −159−52.0% | Reduced |
| Principal Securities, Inc. | 167 | $11.2K | 0.00% | +167 | New |
| Lindbrook Capital, LLC | 175 | $11.8K | 0.00% | +123+236.5% | Added |
| Beaird Harris Wealth Management, LLC | 200 | $13.5K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 308 | $17.8K | 0.00% | +308 | New |
| Nomura Asset Management Co Ltd | 280 | $18.9K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 300 | $20.2K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 300 | $20.2K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 316 | $21.3K | 0.00% | +41+14.9% | Added |
| Whittier Trust Co | 343 | $23.1K | 0.00% | −18−5.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 350 | $23.6K | 0.00% | +350 | New |
| Quadrant Capital Group LLC | 383 | $25.8K | 0.00% | +271+242.0% | Added |
| US Bancorp | 384 | $25.9K | 0.00% | +97+33.8% | Added |
| Quarry LP | 409 | $27.5K | 0.01% | +409 | New |
| PSI Advisors, LLC | 437 | $29.4K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 456 | $30.7K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 465 | $31.3K | 0.00% | +465 | New |
| Ronald Blue Trust, Inc. | 725 | $34.0K | 0.00% | +325+81.3% | Added |
| Salomon & Ludwin, LLC | 763 | $36.0K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 600 | $40.0K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 620 | $41.7K | 0.00% | −591−48.8% | Reduced |
| CWM, LLC | 655 | $44.0K | 0.00% | +274+71.9% | Added |
| KBC Group NV | 723 | $49.0K | 0.00% | −162−18.3% | Reduced |
| Signaturefd, LLC | 728 | $49.0K | 0.00% | −55−7.0% | Reduced |
| State of Wyoming | 794 | $53.5K | 0.01% | +794 | New |
| Colonial Trust Advisors | 800 | $53.9K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,152 | $77.0K | 0.00% | +228+24.7% | Added |
| Public Employees Retirement System of Ohio | 1,159 | $78.0K | 0.00% | −36−3.0% | Reduced |
| Metropolitan Life Insurance Co | 1,390 | $93.6K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,596 | $107.4K | 0.00% | −309−16.2% | Reduced |
| Sittner & Nelson, LLC | 1,634 | $110.0K | 0.06% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,103 | $123.8K | 0.01% | +1,642+356.2% | Added |
| Disciplined Equity Management, Inc. | 2,000 | $134.6K | 0.09% | +2,000 | New |
| Advisory Services Network, LLC | 2,266 | $152.5K | 0.00% | +2,266 | New |
| Ameritas Investment Partners, Inc. | 2,397 | $161.4K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 2,783 | $187.4K | 0.00% | +1,795+181.7% | Added |
| Koss-Olinger Consulting, LLC | 3,012 | $203.0K | 0.02% | +3,012 | New |
| Vestcor Inc | 3,086 | $208.0K | 0.01% | +3,086 | New |
| Sunbelt Securities, Inc. | 3,094 | $208.3K | 0.03% | −54−1.7% | Reduced |
| Independent Advisor Alliance | 3,264 | $219.7K | 0.01% | +3,264 | New |
| Daiwa Securities Group Inc. | 3,646 | $245.0K | 0.00% | −518−12.4% | Reduced |
| Squarepoint Ops LLC | 3,777 | $254.3K | 0.00% | +3,777 | New |
| Simplex Trading, LLC | 4,055 | $272.0K | 0.01% | +3,906+2,621.5% | Added |
| Public Employees Retirement Association of Colorado | 4,088 | $275.0K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 4,156 | $279.8K | 0.00% | −1,956−32.0% | Reduced |
| AE Wealth Management LLC | 4,943 | $288.8K | 0.00% | +134+2.8% | Added |
| Mutual of America Capital Management LLC | 4,298 | $289.3K | 0.00% | −20−0.5% | Reduced |
| Baird Financial Group, Inc. | 4,386 | $295.3K | 0.00% | −147−3.2% | Reduced |
| LVM Capital Management Ltd | 4,400 | $296.0K | 0.04% | −500−10.2% | Reduced |
| Voloridge Investment Management, LLC | 4,459 | $300.2K | 0.00% | −31,621−87.6% | Reduced |
| Steel Peak Wealth Management LLC | 4,467 | $300.7K | 0.02% | −209−4.5% | Reduced |
| Commonwealth Equity Services, LLC | 4,551 | $306.0K | 0.00% | −129−2.8% | Reduced |
| Vident Advisory, LLC | 4,586 | $308.7K | 0.01% | +87+1.9% | Added |
| Toroso Investments, LLC | 4,746 | $319.5K | 0.01% | +4,746 | New |
| Pathstone Holdings, LLC | 4,921 | $331.3K | 0.00% | +4,921 | New |
| Thompson Siegel & Walmsley LLC | 5,000 | $337.0K | 0.01% | 00.0% | Unchanged |
| Truist Financial Corp | 5,195 | $349.7K | 0.00% | −699−11.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,300 | $356.8K | 0.00% | −11,171−67.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,418 | $364.7K | 0.00% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 5,688 | $382.9K | 0.03% | −779−12.0% | Reduced |
| ORG Partners LLC | 5,744 | $387.1K | 0.06% | +5,614+4,318.5% | Added |
| Qube Research & Technologies Ltd | 5,966 | $401.6K | 0.00% | −20,338−77.3% | Reduced |
| Mackenzie Financial Corp | 6,175 | $415.7K | 0.00% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 6,579 | $442.9K | 0.00% | −153−2.3% | Reduced |
| Keene & Associates, Inc. | 6,595 | $444.0K | 0.37% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 6,682 | $449.8K | 0.00% | −1,873−21.9% | Reduced |
| Tower Research Capital LLC (TRC) | 6,738 | $453.6K | 0.01% | +5,548+466.2% | Added |
| Mariner, LLC | 6,778 | $456.3K | 0.00% | +6,778 | New |
| Captrust Financial Advisors | 6,783 | $456.6K | 0.00% | +105+1.6% | Added |
| Arizona State Retirement System | 6,887 | $463.6K | 0.00% | −124−1.8% | Reduced |
| State Board of Administration of Florida Retirement System | 6,890 | $463.8K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 7,139 | $480.6K | 0.01% | −200−2.7% | Reduced |
| Yousif Capital Management, LLC | 7,282 | $490.2K | 0.01% | −95−1.3% | Reduced |
| Cambria Investment Management, L.P. | 7,477 | $503.4K | 0.04% | −1,448−16.2% | Reduced |
| Fulcrum Equity Management | 7,572 | $509.7K | 0.63% | −1,230−14.0% | Reduced |
| Comerica Bank | 7,611 | $512.4K | 0.00% | +209+2.8% | Added |
| Teachers Retirement System of the State of Kentucky | 7,827 | $527.0K | 0.00% | 00.0% | Unchanged |