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, Q1 2024
Institutional positions in Universal Corp as of Mar 31, 2024. 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
- 215
- +16 vs. Q4 2023
- Shares held
- 19.2M
- −632.9K (−3.2%) vs. Q4 2023
- Total value
- $995.6M
- −$342.8M (−25.6%) vs. Q4 2023
- New holders
- 34
- 63 more added
- Sold out
- 18
- 72 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Universal Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| WR Wealth Planners, LLC | 2 | $103 | 0.00% | +2 | New |
| JFS Wealth Advisors, LLC | 3 | $156 | 0.00% | −27−90.0% | Reduced |
| Rothschild Investment LLC | 5 | $259 | 0.00% | +5 | New |
| EverSource Wealth Advisors, LLC | 7 | $360 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 7 | $363 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 11 | $569 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 11 | $569 | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 12 | $621 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 14 | $724 | 0.00% | +14 | New |
| Broadwater Capital Management LLC | 15 | $776 | 0.00% | +15 | New |
| Covestor Ltd | 22 | $1.00K | 0.00% | −12−35.3% | Reduced |
| First Horizon Advisors, Inc. | 36 | $1.86K | 0.00% | +36 | New |
| Godsey & Gibb Associates | 42 | $2.15K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 61 | $3.15K | 0.00% | +61 | New |
| Dunhill Financial, LLC | 68 | $3.51K | 0.00% | +1+1.5% | Added |
| Fifth Third Bancorp | 70 | $3.62K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 71 | $3.67K | 0.00% | +71 | New |
| Harbour Investments, Inc. | 75 | $3.88K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 77 | $3.98K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 82 | $4.24K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 107 | $5.46K | 0.00% | +27+33.8% | Added |
| IFP Advisors, Inc | 132 | $6.83K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 138 | $7.14K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 147 | $7.60K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 138 | $8.00K | 0.00% | +2+1.5% | Added |
| Principal Securities, Inc. | 167 | $8.64K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 188 | $9.00K | 0.00% | −3,867−95.4% | Reduced |
| Lindbrook Capital, LLC | 175 | $9.05K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 200 | $10.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 243 | $12.6K | 0.00% | −6,495−96.4% | Reduced |
| Nomura Asset Management Co Ltd | 280 | $14.5K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 300 | $15.5K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 300 | $15.5K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 300 | $15.5K | 0.00% | +300 | New |
| GAMMA Investing LLC | 303 | $15.7K | 0.00% | −5−1.6% | Reduced |
| Quadrant Capital Group LLC | 304 | $15.7K | 0.00% | −79−20.6% | Reduced |
| Allworth Financial LP | 313 | $16.2K | 0.00% | −3−0.9% | Reduced |
| Whittier Trust Co | 343 | $17.7K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 350 | $18.1K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 381 | $19.7K | 0.00% | −3−0.8% | Reduced |
| Ronald Blue Trust, Inc. | 420 | $21.7K | 0.00% | −305−42.1% | Reduced |
| PSI Advisors, LLC | 437 | $22.6K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 456 | $23.6K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 472 | $24.4K | 0.00% | +7+1.5% | Added |
| Gladius Capital Management LP | 582 | $30.1K | 0.03% | +582 | New |
| Parallel Advisors, LLC | 586 | $30.3K | 0.00% | −34−5.5% | Reduced |
| AlphaMark Advisors, LLC | 600 | $31.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 636 | $32.9K | 0.00% | −92−12.6% | Reduced |
| Parkside Financial Bank & Trust | 666 | $34.4K | 0.01% | +666 | New |
| CWM, LLC | 697 | $36.0K | 0.00% | +42+6.4% | Added |
| KBC Group NV | 723 | $37.0K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 763 | $39.5K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 800 | $41.4K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 907 | $46.3K | 0.09% | −4,837−84.2% | Reduced |
| PEAK6 Investments LLC | 953 | $49.3K | 0.00% | +953 | New |
| Public Employees Retirement System of Ohio | 1,175 | $60.8K | 0.00% | +16+1.4% | Added |
| Metropolitan Life Insurance Co | 1,274 | $65.9K | 0.00% | −116−8.3% | Reduced |
| Point72 (DIFC) Ltd | 1,403 | $72.6K | 0.01% | +1,403 | New |
| Sittner & Nelson, LLC | 1,634 | $84.5K | 0.04% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,682 | $87.0K | 0.00% | +86+5.4% | Added |
| Catalyst Funds Management Pty Ltd | 1,800 | $93.1K | 0.03% | +1,800 | New |
| Global Retirement Partners, LLC | 1,931 | $99.9K | 0.00% | −172−8.2% | Reduced |
| FMR LLC | 2,331 | $120.6K | 0.00% | −452−16.2% | Reduced |
| Ameritas Investment Partners, Inc. | 2,397 | $124.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 2,743 | $142.0K | 0.00% | +2,743 | New |
| EntryPoint Capital, LLC | 3,008 | $155.6K | 0.14% | +3,008 | New |
| Sunbelt Securities, Inc. | 3,055 | $158.0K | 0.02% | −39−1.3% | Reduced |
| Vestcor Inc | 3,086 | $160.0K | 0.01% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 3,470 | $179.5K | 0.00% | +3,416+6,325.9% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 3,652 | $188.9K | 0.05% | +3,652 | New |
| LVM Capital Management Ltd | 3,900 | $202.0K | 0.02% | −500−11.4% | Reduced |
| Public Employees Retirement Association of Colorado | 4,088 | $211.0K | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 4,234 | $219.0K | 0.00% | −64−1.5% | Reduced |
| Kestra Advisory Services, LLC | 4,343 | $224.6K | 0.00% | +187+4.5% | Added |
| Baird Financial Group, Inc. | 4,386 | $226.8K | 0.00% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 4,426 | $228.9K | 0.01% | −41−0.9% | Reduced |
| Dark Forest Capital Management LP | 4,529 | $234.2K | 0.04% | +4,529 | New |
| Vident Advisory, LLC | 4,544 | $235.0K | 0.00% | −42−0.9% | Reduced |
| Pathstone Holdings, LLC | 4,644 | $240.2K | 0.00% | −277−5.6% | Reduced |
| HSBC Holdings PLC | 4,670 | $241.5K | 0.00% | +4,670 | New |
| AE Wealth Management LLC | 4,933 | $255.1K | 0.00% | −10−0.2% | Reduced |
| Captrust Financial Advisors | 4,963 | $256.7K | 0.00% | −1,820−26.8% | Reduced |
| Thompson Siegel & Walmsley LLC | 5,000 | $259.0K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 5,195 | $268.7K | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,307 | $274.5K | 0.00% | +7+0.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,418 | $280.2K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 5,515 | $285.2K | 0.01% | +5,515 | New |
| Lowe Brockenbrough & Co Inc | 5,688 | $294.2K | 0.02% | 00.0% | Unchanged |
| Mariner, LLC | 5,793 | $299.6K | 0.00% | −985−14.5% | Reduced |
| Mackenzie Financial Corp | 6,175 | $319.4K | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 6,307 | $326.2K | 0.00% | −975−13.4% | Reduced |
| Daiwa Securities Group Inc. | 6,417 | $332.0K | 0.00% | +2,771+76.0% | Added |
| Comerica Bank | 6,592 | $340.9K | 0.00% | −1,019−13.4% | Reduced |
| Oregon Public Employees Retirement Fund | 6,597 | $341.2K | 0.01% | −542−7.6% | Reduced |
| Arizona State Retirement System | 6,749 | $349.1K | 0.00% | −138−2.0% | Reduced |
| Keene & Associates, Inc. | 6,785 | $350.9K | 0.26% | +190+2.9% | Added |
| Cambria Investment Management, L.P. | 7,051 | $364.7K | 0.02% | −426−5.7% | Reduced |
| New York Life Investment Management LLC | 7,091 | $366.7K | 0.00% | +512+7.8% | Added |
| Aquatic Capital Management LLC | 7,600 | $393.1K | 0.01% | +7,600 | New |
| Amalgamated Bank | 7,674 | $397.0K | 0.00% | −1,291−14.4% | Reduced |