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 |
|---|---|---|---|---|---|
| Comerica Bank | 7,611 | $512.4K | 0.00% | +209+2.8% | Added |
| Fulcrum Equity Management | 7,572 | $509.7K | 0.63% | −1,230−14.0% | Reduced |
| Cambria Investment Management, L.P. | 7,477 | $503.4K | 0.04% | −1,448−16.2% | Reduced |
| Yousif Capital Management, LLC | 7,282 | $490.2K | 0.01% | −95−1.3% | Reduced |
| Oregon Public Employees Retirement Fund | 7,139 | $480.6K | 0.01% | −200−2.7% | Reduced |
| State Board of Administration of Florida Retirement System | 6,890 | $463.8K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 6,887 | $463.6K | 0.00% | −124−1.8% | Reduced |
| Captrust Financial Advisors | 6,783 | $456.6K | 0.00% | +105+1.6% | Added |
| Mariner, LLC | 6,778 | $456.3K | 0.00% | +6,778 | New |
| Tower Research Capital LLC (TRC) | 6,738 | $453.6K | 0.01% | +5,548+466.2% | Added |
| BNP Paribas Arbitrage, SA | 6,682 | $449.8K | 0.00% | −1,873−21.9% | Reduced |
| Keene & Associates, Inc. | 6,595 | $444.0K | 0.37% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 6,579 | $442.9K | 0.00% | −153−2.3% | Reduced |
| Mackenzie Financial Corp | 6,175 | $415.7K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 5,966 | $401.6K | 0.00% | −20,338−77.3% | Reduced |
| ORG Partners LLC | 5,744 | $387.1K | 0.06% | +5,614+4,318.5% | Added |
| Lowe Brockenbrough & Co Inc | 5,688 | $382.9K | 0.03% | −779−12.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,418 | $364.7K | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,300 | $356.8K | 0.00% | −11,171−67.8% | Reduced |
| Truist Financial Corp | 5,195 | $349.7K | 0.00% | −699−11.9% | Reduced |
| Thompson Siegel & Walmsley LLC | 5,000 | $337.0K | 0.01% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 4,921 | $331.3K | 0.00% | +4,921 | New |
| Toroso Investments, LLC | 4,746 | $319.5K | 0.01% | +4,746 | New |
| Vident Advisory, LLC | 4,586 | $308.7K | 0.01% | +87+1.9% | Added |
| Commonwealth Equity Services, LLC | 4,551 | $306.0K | 0.00% | −129−2.8% | Reduced |
| Steel Peak Wealth Management LLC | 4,467 | $300.7K | 0.02% | −209−4.5% | Reduced |
| Voloridge Investment Management, LLC | 4,459 | $300.2K | 0.00% | −31,621−87.6% | Reduced |
| LVM Capital Management Ltd | 4,400 | $296.0K | 0.04% | −500−10.2% | Reduced |
| Baird Financial Group, Inc. | 4,386 | $295.3K | 0.00% | −147−3.2% | Reduced |
| Mutual of America Capital Management LLC | 4,298 | $289.3K | 0.00% | −20−0.5% | Reduced |
| AE Wealth Management LLC | 4,943 | $288.8K | 0.00% | +134+2.8% | Added |
| Kestra Advisory Services, LLC | 4,156 | $279.8K | 0.00% | −1,956−32.0% | Reduced |
| Public Employees Retirement Association of Colorado | 4,088 | $275.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 4,055 | $272.0K | 0.01% | +3,906+2,621.5% | Added |
| Squarepoint Ops LLC | 3,777 | $254.3K | 0.00% | +3,777 | New |
| Daiwa Securities Group Inc. | 3,646 | $245.0K | 0.00% | −518−12.4% | Reduced |
| Independent Advisor Alliance | 3,264 | $219.7K | 0.01% | +3,264 | New |
| Sunbelt Securities, Inc. | 3,094 | $208.3K | 0.03% | −54−1.7% | Reduced |
| Vestcor Inc | 3,086 | $208.0K | 0.01% | +3,086 | New |
| Koss-Olinger Consulting, LLC | 3,012 | $203.0K | 0.02% | +3,012 | New |
| FMR LLC | 2,783 | $187.4K | 0.00% | +1,795+181.7% | Added |
| Ameritas Investment Partners, Inc. | 2,397 | $161.4K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,266 | $152.5K | 0.00% | +2,266 | New |
| Disciplined Equity Management, Inc. | 2,000 | $134.6K | 0.09% | +2,000 | New |
| Global Retirement Partners, LLC | 2,103 | $123.8K | 0.01% | +1,642+356.2% | Added |
| Sittner & Nelson, LLC | 1,634 | $110.0K | 0.06% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,596 | $107.4K | 0.00% | −309−16.2% | Reduced |
| Metropolitan Life Insurance Co | 1,390 | $93.6K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,159 | $78.0K | 0.00% | −36−3.0% | Reduced |
| Lazard Asset Management LLC | 1,152 | $77.0K | 0.00% | +228+24.7% | Added |
| Colonial Trust Advisors | 800 | $53.9K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 794 | $53.5K | 0.01% | +794 | New |
| Signaturefd, LLC | 728 | $49.0K | 0.00% | −55−7.0% | Reduced |
| KBC Group NV | 723 | $49.0K | 0.00% | −162−18.3% | Reduced |
| CWM, LLC | 655 | $44.0K | 0.00% | +274+71.9% | Added |
| Parallel Advisors, LLC | 620 | $41.7K | 0.00% | −591−48.8% | Reduced |
| AlphaMark Advisors, LLC | 600 | $40.0K | 0.02% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 763 | $36.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 725 | $34.0K | 0.00% | +325+81.3% | Added |
| Sound Income Strategies, LLC | 465 | $31.3K | 0.00% | +465 | New |
| Private Trust Co NA | 456 | $30.7K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 437 | $29.4K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 409 | $27.5K | 0.01% | +409 | New |
| US Bancorp | 384 | $25.9K | 0.00% | +97+33.8% | Added |
| Quadrant Capital Group LLC | 383 | $25.8K | 0.00% | +271+242.0% | Added |
| Steward Partners Investment Advisory, LLC | 350 | $23.6K | 0.00% | +350 | New |
| Whittier Trust Co | 343 | $23.1K | 0.00% | −18−5.0% | Reduced |
| Allworth Financial LP | 316 | $21.3K | 0.00% | +41+14.9% | Added |
| Delta Asset Management LLC | 300 | $20.2K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 300 | $20.2K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 280 | $18.9K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 308 | $17.8K | 0.00% | +308 | New |
| Beaird Harris Wealth Management, LLC | 200 | $13.5K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 175 | $11.8K | 0.00% | +123+236.5% | Added |
| Principal Securities, Inc. | 167 | $11.2K | 0.00% | +167 | New |
| Versant Capital Management, Inc | 147 | $9.90K | 0.00% | −159−52.0% | Reduced |
| Huntington National Bank | 138 | $9.29K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 136 | $9.00K | 0.00% | +51+60.0% | Added |
| IFP Advisors, Inc | 132 | $8.89K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 92 | $6.00K | 0.00% | +2+2.2% | Added |
| Fortitude Family Office, LLC | 82 | $5.52K | 0.00% | +82 | New |
| Farther Finance Advisors, LLC | 80 | $5.39K | 0.00% | −12−13.0% | Reduced |
| Massmutual Trust Co FSB | 77 | $5.18K | 0.00% | −11−12.5% | Reduced |
| Harbour Investments, Inc. | 75 | $5.05K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 70 | $4.71K | 0.00% | +57+438.5% | Added |
| Dunhill Financial, LLC | 67 | $4.51K | 0.00% | +67 | New |
| Citadel Advisors LLC | 57 | $3.84K | 0.00% | +57 | New |
| Russell Investments Group, Ltd. | 54 | $3.63K | 0.00% | +23+74.2% | Added |
| Godsey & Gibb Associates | 42 | $2.80K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 41 | $2.76K | 0.00% | +41 | New |
| Glassman Wealth Services | 36 | $2.42K | 0.00% | +36 | New |
| JFS Wealth Advisors, LLC | 30 | $2.02K | 0.00% | +30 | New |
| Covestor Ltd | 34 | $2.00K | 0.00% | −7−17.1% | Reduced |
| GWM Advisors LLC | 26 | $1.75K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 12 | $808 | 0.00% | +12 | New |
| Bell Investment Advisors, Inc | 11 | $741 | 0.00% | −10−47.6% | Reduced |
| Private Wealth Management Group, LLC | 11 | $741 | 0.00% | +11 | New |
| Prestige Wealth Management Group LLC | 7 | $472 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 7 | $471 | 0.00% | +7 | New |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −37,412−100.0% | Sold out |