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, Q2 2024
Institutional positions in Universal Corp as of Jun 30, 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
- 213
- −1 vs. Q1 2024
- Shares held
- 19.4M
- +224.1K (+1.2%) vs. Q1 2024
- Total value
- $936.8M
- −$57.0M (−5.7%) vs. Q1 2024
- New holders
- 28
- 63 more added
- Sold out
- 29
- 78 more reduced
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Universal Corp; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| WR Wealth Planners, LLC | 2 | $96 | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 6 | $294 | 0.00% | +6 | New |
| Prestige Wealth Management Group LLC | 7 | $338 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 10 | $482 | 0.00% | +5+100.0% | Added |
| Bell Investment Advisors, Inc | 11 | $531 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 11 | $531 | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 12 | $579 | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 15 | $723 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 29 | $1.00K | 0.00% | +7+31.8% | Added |
| Principal Securities, Inc. | 24 | $1.16K | 0.00% | −143−85.6% | Reduced |
| Umb Bank N A | 27 | $1.30K | 0.00% | +13+92.9% | Added |
| First Horizon Advisors, Inc. | 36 | $1.73K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 42 | $2.01K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 46 | $2.22K | 0.00% | +46 | New |
| Rise Advisors, LLC | 55 | $2.65K | 0.00% | +55 | New |
| Creative Financial Designs Inc | 64 | $3.08K | 0.00% | +64 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 66 | $3.18K | 0.00% | −5−7.0% | Reduced |
| Dunhill Financial, LLC | 69 | $3.32K | 0.00% | +1+1.5% | Added |
| SRS Capital Advisors, Inc. | 71 | $3.42K | 0.00% | +71 | New |
| Smartleaf Asset Management LLC | 74 | $3.52K | 0.00% | +74 | New |
| Frazier Financial Advisors, LLC | 74 | $3.57K | 0.00% | +13+21.3% | Added |
| Harbour Investments, Inc. | 75 | $3.61K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 77 | $3.71K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 82 | $3.95K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 97 | $4.62K | 0.00% | −10−9.3% | Reduced |
| Bessemer Group Inc | 138 | $6.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 132 | $6.36K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 135 | $6.51K | 0.00% | −40−22.9% | Reduced |
| Huntington National Bank | 138 | $6.65K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 146 | $7.04K | 0.00% | +76+108.6% | Added |
| Versant Capital Management, Inc | 147 | $7.08K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 133 | $7.11K | 0.00% | +126+1,800.0% | Added |
| PSI Advisors, LLC | 187 | $9.01K | 0.00% | −250−57.2% | Reduced |
| Beaird Harris Wealth Management, LLC | 200 | $9.64K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 201 | $9.69K | 0.00% | −103−33.9% | Reduced |
| Whittier Trust Co | 260 | $12.5K | 0.00% | −83−24.2% | Reduced |
| US Bancorp | 277 | $13.3K | 0.00% | −104−27.3% | Reduced |
| Delta Asset Management LLC | 300 | $14.5K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 300 | $14.5K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 300 | $14.5K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 314 | $15.1K | 0.00% | −272−46.4% | Reduced |
| Allworth Financial LP | 316 | $16.1K | 0.00% | +3+1.0% | Added |
| Steward Partners Investment Advisory, LLC | 350 | $16.9K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 368 | $17.7K | 0.00% | +65+21.5% | Added |
| Northwestern Mutual Wealth Management Co | 400 | $19.3K | 0.00% | +400 | New |
| Private Trust Co NA | 456 | $22.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 479 | $23.1K | 0.00% | +7+1.5% | Added |
| Spire Wealth Management | 500 | $24.1K | 0.00% | +500 | New |
| CWM, LLC | 569 | $27.0K | 0.00% | −128−18.4% | Reduced |
| Nomura Asset Management Co Ltd | 610 | $29.4K | 0.00% | +330+117.9% | Added |
| Signaturefd, LLC | 636 | $30.6K | 0.00% | 00.0% | Unchanged |
| Gladius Capital Management LP | 689 | $33.2K | 0.03% | +107+18.4% | Added |
| KBC Group NV | 723 | $35.0K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 763 | $36.8K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 800 | $38.6K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 850 | $41.0K | 0.01% | +250+41.7% | Added |
| nVerses Capital, LLC | 900 | $43.4K | 0.03% | +900 | New |
| Parkside Financial Bank & Trust | 913 | $44.0K | 0.01% | +247+37.1% | Added |
| EntryPoint Capital, LLC | 987 | $47.6K | 0.02% | −2,021−67.2% | Reduced |
| Canada Pension Plan Investment Board | 1,000 | $48.2K | 0.00% | +1,000 | New |
| Ronald Blue Trust, Inc. | 1,030 | $53.3K | 0.00% | +610+145.2% | Added |
| Public Employees Retirement System of Ohio | 1,259 | $60.7K | 0.00% | +84+7.1% | Added |
| The PNC Financial Services Group, Inc. | 1,761 | $84.9K | 0.00% | +79+4.7% | Added |
| Global Retirement Partners, LLC | 1,831 | $88.2K | 0.00% | −100−5.2% | Reduced |
| FMR LLC | 2,096 | $101.0K | 0.00% | −235−10.1% | Reduced |
| Innealta Capital, LLC | 2,241 | $108.0K | 0.04% | +2,241 | New |
| Ameritas Investment Partners, Inc. | 2,397 | $115.5K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 2,705 | $130.4K | 0.01% | −350−11.5% | Reduced |
| Vestcor Inc | 3,086 | $149.0K | 0.01% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 3,541 | $170.6K | 0.00% | +71+2.0% | Added |
| Public Employees Retirement Association of Colorado | 4,088 | $197.0K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 4,284 | $205.4K | 0.00% | −386−8.3% | Reduced |
| Steel Peak Wealth Management LLC | 4,362 | $210.2K | 0.01% | −64−1.4% | Reduced |
| Baird Financial Group, Inc. | 4,386 | $211.4K | 0.00% | 00.0% | Unchanged |
| Sigma Planning Corp | 4,395 | $211.8K | 0.01% | +4,395 | New |
| ORG Partners LLC | 4,880 | $232.6K | 0.03% | +3,973+438.0% | Added |
| Verity Asset Management, Inc. | 4,897 | $236.0K | 0.09% | +4,897 | New |
| Captrust Financial Advisors | 4,984 | $240.2K | 0.00% | +21+0.4% | Added |
| Creative Planning | 5,001 | $241.0K | 0.00% | −19,001−79.2% | Reduced |
| Thompson Siegel & Walmsley LLC | 5,000 | $241.0K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 5,100 | $245.8K | 0.00% | +5,100 | New |
| Yousif Capital Management, LLC | 5,115 | $246.5K | 0.00% | −1,192−18.9% | Reduced |
| Truist Financial Corp | 5,195 | $250.3K | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,295 | $255.2K | 0.00% | −12−0.2% | Reduced |
| Centiva Capital, LP | 5,349 | $257.8K | 0.01% | +5,349 | New |
| Vident Advisory, LLC | 5,383 | $259.4K | 0.01% | +839+18.5% | Added |
| AE Wealth Management LLC | 5,400 | $260.2K | 0.00% | +467+9.5% | Added |
| Citadel Advisors LLC | 5,415 | $260.9K | 0.00% | −28,405−84.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,418 | $261.1K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 5,520 | $266.0K | 0.02% | −9,825−64.0% | Reduced |
| Comerica Bank | 5,562 | $268.0K | 0.00% | −1,030−15.6% | Reduced |
| Lowe Brockenbrough & Co Inc | 5,688 | $274.1K | 0.02% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 5,723 | $276.0K | 0.00% | +5,723 | New |
| Advisor Group Holdings, Inc. | 5,860 | $283.1K | 0.00% | −6,187−51.4% | Reduced |
| Balyasny Asset Management LLC | 5,962 | $287.3K | 0.00% | +5,962 | New |
| Oregon Public Employees Retirement Fund | 5,997 | $289.0K | 0.01% | −600−9.1% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 6,085 | $293.2K | 0.01% | −17,073−73.7% | Reduced |
| Cambria Investment Management, L.P. | 6,135 | $295.6K | 0.02% | −916−13.0% | Reduced |
| Toroso Investments, LLC | 6,391 | $308.0K | 0.00% | +6,391 | New |
| AlphaStar Capital Management, LLC | 6,505 | $313.5K | 0.03% | −1,656−20.3% | Reduced |