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 |
|---|---|---|---|---|---|
| Taylor Hoffman Wealth Management | 8,172 | $550.1K | 0.25% | +8,172 | New |
| CIBC Private Wealth Group, LLC | 8,300 | $558.8K | 0.00% | −20.0% | Reduced |
| HighTower Advisors, LLC | 8,407 | $563.0K | 0.00% | −71−0.8% | Reduced |
| Maryland State Retirement & Pension System | 8,926 | $600.9K | 0.01% | −149−1.6% | Reduced |
| UBS Asset Management Americas Inc | 8,930 | $601.2K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 8,965 | $604.0K | 0.00% | −577−6.0% | Reduced |
| First National Trust Co | 9,752 | $656.5K | 0.03% | +4,710+93.4% | Added |
| New York State Common Retirement Fund | 9,800 | $659.7K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 10,514 | $707.8K | 0.00% | −119,130−91.9% | Reduced |
| Janus Henderson Group PLC | 10,884 | $732.8K | 0.00% | −20−0.2% | Reduced |
| Deutsche Bank AG | 11,648 | $784.1K | 0.00% | −268−2.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 11,799 | $794.0K | 0.00% | −257−2.1% | Reduced |
| Manufacturers Life Insurance Company, The | 11,831 | $796.5K | 0.00% | −211−1.8% | Reduced |
| Teacher Retirement System of Texas | 12,188 | $820.0K | 0.01% | +216+1.8% | Added |
| Louisiana State Employees Retirement System | 12,300 | $828.0K | 0.02% | −200−1.6% | Reduced |
| First Hawaiian Bank | 12,350 | $831.4K | 0.03% | 00.0% | Unchanged |
| MetLife Investment Management | 12,796 | $861.4K | 0.01% | 00.0% | Unchanged |
| American International Group, Inc. | 13,145 | $884.9K | 0.00% | −115−0.9% | Reduced |
| Royal Bank of Canada | 13,450 | $905.0K | 0.00% | +2,142+18.9% | Added |
| Illinois Municipal Retirement Fund | 13,593 | $915.0K | 0.02% | −421−3.0% | Reduced |
| State of Tennessee, Treasury Department | 13,927 | $937.6K | 0.00% | +5,583+66.9% | Added |
| Alps Advisors Inc | 14,045 | $945.5K | 0.01% | +1,984+16.4% | Added |
| Two Sigma Investments, LP | 14,180 | $954.6K | 0.00% | −49,969−77.9% | Reduced |
| Brandywine Trust Co | 14,907 | $1.00M | 0.20% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 15,109 | $1.02M | 0.01% | −231−1.5% | Reduced |
| Chesapeake Capital Corp | 15,366 | $1.03M | 0.75% | +15,366 | New |
| CoreCap Advisors, LLC | 15,766 | $1.06M | 0.07% | +1,635+11.6% | Added |
| Quadrature Capital Ltd | 16,089 | $1.08M | 0.02% | +2,397+17.5% | Added |
| AlphaStar Capital Management, LLC | 16,139 | $1.09M | 0.10% | −6,795−29.6% | Reduced |
| Price T Rowe Associates Inc | 16,509 | $1.11M | 0.00% | +912+5.8% | Added |
| Voya Investment Management LLC | 16,797 | $1.13M | 0.00% | +6,498+63.1% | Added |
| Allianz Asset Management GmbH | 17,016 | $1.15M | 0.00% | −6,257−26.9% | Reduced |
| Advisor Group Holdings, Inc. | 17,004 | $1.15M | 0.00% | +1,797+11.8% | Added |
| Citigroup Inc | 17,716 | $1.19M | 0.00% | +4,606+35.1% | Added |
| Creative Planning | 17,779 | $1.20M | 0.00% | +4,672+35.6% | Added |
| Jump Financial, LLC | 17,807 | $1.20M | 0.04% | +7,207+68.0% | Added |
| Wells Fargo & Company | 18,172 | $1.22M | 0.00% | +1,433+8.6% | Added |
| Great West Life Assurance Co | 18,247 | $1.23M | 0.00% | −2,401−11.6% | Reduced |
| LPL Financial LLC | 18,403 | $1.24M | 0.00% | +3,746+25.6% | Added |
| Neuberger Berman Group LLC | 18,690 | $1.26M | 0.00% | −6,891−26.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 18,941 | $1.28M | 0.02% | +18,941 | New |
| Cerity Partners LLC | 19,999 | $1.35M | 0.00% | +19,999 | New |
| Guggenheim Capital LLC | 20,691 | $1.39M | 0.01% | +4,988+31.8% | Added |
| Texas Permanent School Fund | 21,216 | $1.43M | 0.01% | +292+1.4% | Added |
| Heritage Wealth Advisors | 21,633 | $1.46M | 0.07% | +109+0.5% | Added |
| Thrivent Financial for Lutherans | 21,884 | $1.47M | 0.00% | −654−2.9% | Reduced |
| Franklin Resources Inc | 22,318 | $1.50M | 0.00% | −1,280−5.4% | Reduced |
| Raymond James & Associates | 23,500 | $1.58M | 0.00% | −1,246−5.0% | Reduced |
| Nisa Investment Advisors, LLC | 24,017 | $1.62M | 0.01% | −2,000−7.7% | Reduced |
| Susquehanna International Group, LLP | 24,395 | $1.64M | 0.00% | −17,902−42.3% | Reduced |
| Trexquant Investment LP | 24,414 | $1.64M | 0.04% | +24,414 | New |
| Susquehanna Portfolio Strategies, LLC | 25,272 | $1.70M | 0.03% | +25,272 | New |
| Exchange Traded Concepts, LLC | 27,331 | $1.84M | 0.05% | +215+0.8% | Added |
| Martingale Asset Management L P | 28,460 | $1.92M | 0.04% | +943+3.4% | Added |
| Balyasny Asset Management LLC | 28,957 | $1.95M | 0.01% | +19,309+200.1% | Added |
| Alliancebernstein L.P. | 29,334 | $1.97M | 0.00% | −1,130−3.7% | Reduced |
| Credit Suisse AG | 30,039 | $2.02M | 0.00% | −10,015−25.0% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 35,997 | $2.42M | 0.01% | −11,365−24.0% | Reduced |
| Barclays PLC | 37,904 | $2.55M | 0.00% | +26,299+226.6% | Added |
| Allspring Global Investments Holdings, LLC | 40,047 | $2.70M | 0.00% | −17,763−30.7% | Reduced |
| Bank of America Corp | 40,800 | $2.75M | 0.00% | +3,897+10.6% | Added |
| AQR Capital Management LLC | 44,656 | $3.01M | 0.01% | +593+1.3% | Added |
| New York State Teachers Retirement System | 47,288 | $3.18M | 0.01% | −679−1.4% | Reduced |
| Swiss National Bank | 48,600 | $3.27M | 0.00% | −5,600−10.3% | Reduced |
| Wintrust Investments LLC | 50,755 | $3.42M | 0.33% | −16,750−24.8% | Reduced |
| Public Sector Pension Investment Board | 50,970 | $3.43M | 0.03% | +20,519+67.4% | Added |
| UBS Group AG | 58,570 | $3.94M | 0.00% | +564+1.0% | Added |
| Rhumbline Advisers | 67,169 | $4.52M | 0.00% | −333−0.5% | Reduced |
| Legal & General Group Plc | 68,607 | $4.62M | 0.00% | −589−0.9% | Reduced |
| JPMorgan Chase & Co | 70,183 | $4.72M | 0.00% | −1,881−2.6% | Reduced |
| Brandywine Global Investment Management, LLC | 72,638 | $4.89M | 0.04% | −7,757−9.6% | Reduced |
| Two Sigma Advisers, LP | 75,300 | $5.07M | 0.01% | −28,400−27.4% | Reduced |
| Navellier & Associates Inc | 80,033 | $5.39M | 0.81% | +50+0.1% | Added |
| Nuveen Asset Management, LLC | 85,771 | $5.77M | 0.00% | +1,335+1.6% | Added |
| Goldman Sachs Group Inc | 95,595 | $6.44M | 0.00% | +26,023+37.4% | Added |
| Ameriprise Financial Inc | 101,801 | $6.85M | 0.00% | −4,653−4.4% | Reduced |
| Insight Folios Inc | 107,741 | $7.25M | 3.14% | +4,645+4.5% | Added |
| Prudential Financial Inc | 109,602 | $7.38M | 0.01% | +66,831+156.3% | Added |
| Principal Financial Group Inc | 127,942 | $8.61M | 0.01% | −4,723−3.6% | Reduced |
| ProShare Advisors LLC | 137,433 | $9.25M | 0.03% | −36,415−20.9% | Reduced |
| Adams Asset Advisors, LLC | 151,106 | $10.2M | 1.37% | −23,547−13.5% | Reduced |
| Davenport & Co LLC | 171,627 | $11.6M | 0.08% | −49,408−22.4% | Reduced |
| Advisors Asset Management, Inc. | 215,532 | $14.5M | 0.30% | −16,139−7.0% | Reduced |
| First Trust Advisors LP | 234,049 | $15.8M | 0.02% | −7,361−3.0% | Reduced |
| Northern Trust Corp | 255,406 | $17.2M | 0.00% | +6,902+2.8% | Added |
| Renaissance Technologies LLC | 263,811 | $17.8M | 0.03% | −17,200−6.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 267,286 | $18.0M | 0.04% | −7,494−2.7% | Reduced |
| Morgan Stanley | 326,812 | $22.0M | 0.00% | +112,684+52.6% | Added |
| Victory Capital Management Inc | 378,376 | $25.5M | 0.03% | +28,016+8.0% | Added |
| Bank of New York Mellon Corp | 408,233 | $27.5M | 0.01% | +12,426+3.1% | Added |
| Charles Schwab Investment Management Inc | 483,175 | $32.5M | 0.01% | +5,930+1.2% | Added |
| Geode Capital Management, LLC | 520,363 | $35.0M | 0.00% | +22,360+4.5% | Added |
| Invesco Ltd. | 892,309 | $60.1M | 0.01% | −247,289−21.7% | Reduced |
| Pacer Advisors, Inc. | 1,057,449 | $71.2M | 0.20% | +1,057,449 | New |
| Pzena Investment Management LLC | 1,087,062 | $73.2M | 0.28% | −30,401−2.7% | Reduced |
| State Street Corp | 1,477,278 | $99.5M | 0.00% | +46,705+3.3% | Added |
| Dimensional Fund Advisors LP | 1,906,609 | $128.4M | 0.04% | +10,875+0.6% | Added |
| Vanguard Group Inc | 2,943,146 | $198.1M | 0.00% | −15,033−0.5% | Reduced |
| BlackRock Inc. | 3,974,202 | $267.5M | 0.01% | +167,923+4.4% | Added |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −37,412−100.0% | Sold out |