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 |
|---|---|---|---|---|---|
| Grantham, Mayo, Van Otterloo & Co. LLC | 9,259 | $478.9K | 0.00% | −26,738−74.3% | Reduced |
| Jump Financial, LLC | 9,245 | $478.2K | 0.01% | −8,562−48.1% | Reduced |
| Krane Funds Advisors LLC | 9,373 | $475.7K | 0.02% | +9,373 | New |
| HighTower Advisors, LLC | 9,128 | $474.0K | 0.00% | +721+8.6% | Added |
| Lazard Asset Management LLC | 9,073 | $469.0K | 0.00% | +7,921+687.6% | Added |
| Freestone Capital Holdings, LLC | 9,000 | $465.5K | 0.02% | +9,000 | New |
| UBS Asset Management Americas Inc | 8,930 | $461.9K | 0.00% | 00.0% | Unchanged |
| Fulcrum Equity Management | 8,602 | $444.9K | 0.52% | +1,030+13.6% | Added |
| Maryland State Retirement & Pension System | 8,926 | $443.6K | 0.01% | 00.0% | Unchanged |
| Versor Investments LP | 8,500 | $439.6K | 0.09% | +8,500 | New |
| Royal Bank of Canada | 8,420 | $435.0K | 0.00% | −5,030−37.4% | Reduced |
| Taylor Hoffman Wealth Management | 8,201 | $424.2K | 0.18% | +29+0.4% | Added |
| CIBC Private Wealth Group, LLC | 8,300 | $423.4K | 0.00% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 8,161 | $422.1K | 0.04% | −7,978−49.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 7,827 | $405.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 7,674 | $397.0K | 0.00% | −1,291−14.4% | Reduced |
| Aquatic Capital Management LLC | 7,600 | $393.1K | 0.01% | +7,600 | New |
| New York Life Investment Management LLC | 7,091 | $366.7K | 0.00% | +512+7.8% | Added |
| Cambria Investment Management, L.P. | 7,051 | $364.7K | 0.02% | −426−5.7% | Reduced |
| Keene & Associates, Inc. | 6,785 | $350.9K | 0.26% | +190+2.9% | Added |
| Arizona State Retirement System | 6,749 | $349.1K | 0.00% | −138−2.0% | Reduced |
| Oregon Public Employees Retirement Fund | 6,597 | $341.2K | 0.01% | −542−7.6% | Reduced |
| Comerica Bank | 6,592 | $340.9K | 0.00% | −1,019−13.4% | Reduced |
| Daiwa Securities Group Inc. | 6,417 | $332.0K | 0.00% | +2,771+76.0% | Added |
| Yousif Capital Management, LLC | 6,307 | $326.2K | 0.00% | −975−13.4% | Reduced |
| Mackenzie Financial Corp | 6,175 | $319.4K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 5,793 | $299.6K | 0.00% | −985−14.5% | Reduced |
| Lowe Brockenbrough & Co Inc | 5,688 | $294.2K | 0.02% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 5,515 | $285.2K | 0.01% | +5,515 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,418 | $280.2K | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,307 | $274.5K | 0.00% | +7+0.1% | Added |
| Truist Financial Corp | 5,195 | $268.7K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 5,000 | $259.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 4,963 | $256.7K | 0.00% | −1,820−26.8% | Reduced |
| AE Wealth Management LLC | 4,933 | $255.1K | 0.00% | −10−0.2% | Reduced |
| HSBC Holdings PLC | 4,670 | $241.5K | 0.00% | +4,670 | New |
| Pathstone Holdings, LLC | 4,644 | $240.2K | 0.00% | −277−5.6% | Reduced |
| Vident Advisory, LLC | 4,544 | $235.0K | 0.00% | −42−0.9% | Reduced |
| Dark Forest Capital Management LP | 4,529 | $234.2K | 0.04% | +4,529 | New |
| Steel Peak Wealth Management LLC | 4,426 | $228.9K | 0.01% | −41−0.9% | Reduced |
| Baird Financial Group, Inc. | 4,386 | $226.8K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 4,343 | $224.6K | 0.00% | +187+4.5% | Added |
| Mutual of America Capital Management LLC | 4,234 | $219.0K | 0.00% | −64−1.5% | Reduced |
| Public Employees Retirement Association of Colorado | 4,088 | $211.0K | 0.00% | 00.0% | Unchanged |
| LVM Capital Management Ltd | 3,900 | $202.0K | 0.02% | −500−11.4% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 3,652 | $188.9K | 0.05% | +3,652 | New |
| Russell Investments Group, Ltd. | 3,470 | $179.5K | 0.00% | +3,416+6,325.9% | Added |
| Vestcor Inc | 3,086 | $160.0K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 3,055 | $158.0K | 0.02% | −39−1.3% | Reduced |
| EntryPoint Capital, LLC | 3,008 | $155.6K | 0.14% | +3,008 | New |
| SG Americas Securities, LLC | 2,743 | $142.0K | 0.00% | +2,743 | New |
| Ameritas Investment Partners, Inc. | 2,397 | $124.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2,331 | $120.6K | 0.00% | −452−16.2% | Reduced |
| Global Retirement Partners, LLC | 1,931 | $99.9K | 0.00% | −172−8.2% | Reduced |
| Catalyst Funds Management Pty Ltd | 1,800 | $93.1K | 0.03% | +1,800 | New |
| The PNC Financial Services Group, Inc. | 1,682 | $87.0K | 0.00% | +86+5.4% | Added |
| Sittner & Nelson, LLC | 1,634 | $84.5K | 0.04% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 1,403 | $72.6K | 0.01% | +1,403 | New |
| Metropolitan Life Insurance Co | 1,274 | $65.9K | 0.00% | −116−8.3% | Reduced |
| Public Employees Retirement System of Ohio | 1,175 | $60.8K | 0.00% | +16+1.4% | Added |
| PEAK6 Investments LLC | 953 | $49.3K | 0.00% | +953 | New |
| ORG Partners LLC | 907 | $46.3K | 0.09% | −4,837−84.2% | Reduced |
| Colonial Trust Advisors | 800 | $41.4K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 763 | $39.5K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 723 | $37.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 697 | $36.0K | 0.00% | +42+6.4% | Added |
| Parkside Financial Bank & Trust | 666 | $34.4K | 0.01% | +666 | New |
| Signaturefd, LLC | 636 | $32.9K | 0.00% | −92−12.6% | Reduced |
| AlphaMark Advisors, LLC | 600 | $31.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 586 | $30.3K | 0.00% | −34−5.5% | Reduced |
| Gladius Capital Management LP | 582 | $30.1K | 0.03% | +582 | New |
| Sound Income Strategies, LLC | 472 | $24.4K | 0.00% | +7+1.5% | Added |
| Private Trust Co NA | 456 | $23.6K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 437 | $22.6K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 420 | $21.7K | 0.00% | −305−42.1% | Reduced |
| US Bancorp | 381 | $19.7K | 0.00% | −3−0.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 350 | $18.1K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 343 | $17.7K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 313 | $16.2K | 0.00% | −3−0.9% | Reduced |
| Quadrant Capital Group LLC | 304 | $15.7K | 0.00% | −79−20.6% | Reduced |
| GAMMA Investing LLC | 303 | $15.7K | 0.00% | −5−1.6% | Reduced |
| 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 |
| Nomura Asset Management Co Ltd | 280 | $14.5K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 243 | $12.6K | 0.00% | −6,495−96.4% | Reduced |
| Beaird Harris Wealth Management, LLC | 200 | $10.3K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 175 | $9.05K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 188 | $9.00K | 0.00% | −3,867−95.4% | Reduced |
| Principal Securities, Inc. | 167 | $8.64K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 138 | $8.00K | 0.00% | +2+1.5% | Added |
| Versant Capital Management, Inc | 147 | $7.60K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 138 | $7.14K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 132 | $6.83K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 107 | $5.46K | 0.00% | +27+33.8% | Added |
| Fortitude Family Office, LLC | 82 | $4.24K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 77 | $3.98K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 75 | $3.88K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 71 | $3.67K | 0.00% | +71 | New |
| Fifth Third Bancorp | 70 | $3.62K | 0.00% | 00.0% | Unchanged |