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 |
|---|---|---|---|---|---|
| Intech Investment Management LLC | 8,219 | $396.1K | 0.00% | +8,219 | New |
| Taylor Hoffman Wealth Management | 8,201 | $390.7K | 0.16% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 8,300 | $386.7K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 7,827 | $377.0K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 7,821 | $377.0K | 0.00% | +1,404+21.9% | Added |
| HighTower Advisors, LLC | 7,642 | $367.0K | 0.00% | −1,486−16.3% | Reduced |
| Amalgamated Bank | 7,482 | $361.0K | 0.00% | −192−2.5% | Reduced |
| DRW Securities, LLC | 7,300 | $351.8K | 0.02% | +7,300 | New |
| Keene & Associates, Inc. | 7,005 | $337.6K | 0.28% | +220+3.2% | Added |
| Susquehanna Fundamental Investments, LLC | 6,889 | $332.0K | 0.01% | +6,889 | New |
| Arizona State Retirement System | 6,879 | $331.5K | 0.00% | +130+1.9% | Added |
| State of Tennessee, Treasury Department | 6,711 | $323.4K | 0.00% | −6,872−50.6% | Reduced |
| Mariner, LLC | 6,700 | $322.8K | 0.00% | +907+15.7% | Added |
| AlphaStar Capital Management, LLC | 6,505 | $313.5K | 0.03% | −1,656−20.3% | Reduced |
| Toroso Investments, LLC | 6,391 | $308.0K | 0.00% | +6,391 | New |
| Cambria Investment Management, L.P. | 6,135 | $295.6K | 0.02% | −916−13.0% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 6,085 | $293.2K | 0.01% | −17,073−73.7% | Reduced |
| Oregon Public Employees Retirement Fund | 5,997 | $289.0K | 0.01% | −600−9.1% | Reduced |
| Balyasny Asset Management LLC | 5,962 | $287.3K | 0.00% | +5,962 | New |
| Advisor Group Holdings, Inc. | 5,860 | $283.1K | 0.00% | −6,187−51.4% | Reduced |
| Commonwealth Equity Services, LLC | 5,723 | $276.0K | 0.00% | +5,723 | New |
| Lowe Brockenbrough & Co Inc | 5,688 | $274.1K | 0.02% | 00.0% | Unchanged |
| Comerica Bank | 5,562 | $268.0K | 0.00% | −1,030−15.6% | Reduced |
| XTX Topco Ltd | 5,520 | $266.0K | 0.02% | −9,825−64.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,418 | $261.1K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 5,415 | $260.9K | 0.00% | −28,405−84.0% | Reduced |
| AE Wealth Management LLC | 5,400 | $260.2K | 0.00% | +467+9.5% | Added |
| Vident Advisory, LLC | 5,383 | $259.4K | 0.01% | +839+18.5% | Added |
| Centiva Capital, LP | 5,349 | $257.8K | 0.01% | +5,349 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,295 | $255.2K | 0.00% | −12−0.2% | Reduced |
| Truist Financial Corp | 5,195 | $250.3K | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 5,115 | $246.5K | 0.00% | −1,192−18.9% | Reduced |
| Squarepoint Ops LLC | 5,100 | $245.8K | 0.00% | +5,100 | New |
| Thompson Siegel & Walmsley LLC | 5,000 | $241.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 5,001 | $241.0K | 0.00% | −19,001−79.2% | Reduced |
| Captrust Financial Advisors | 4,984 | $240.2K | 0.00% | +21+0.4% | Added |
| Verity Asset Management, Inc. | 4,897 | $236.0K | 0.09% | +4,897 | New |
| ORG Partners LLC | 4,880 | $232.6K | 0.03% | +3,973+438.0% | Added |
| Sigma Planning Corp | 4,395 | $211.8K | 0.01% | +4,395 | New |
| Baird Financial Group, Inc. | 4,386 | $211.4K | 0.00% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 4,362 | $210.2K | 0.01% | −64−1.4% | Reduced |
| HSBC Holdings PLC | 4,284 | $205.4K | 0.00% | −386−8.3% | Reduced |
| Public Employees Retirement Association of Colorado | 4,088 | $197.0K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 3,541 | $170.6K | 0.00% | +71+2.0% | Added |
| Vestcor Inc | 3,086 | $149.0K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 2,705 | $130.4K | 0.01% | −350−11.5% | Reduced |
| Ameritas Investment Partners, Inc. | 2,397 | $115.5K | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 2,241 | $108.0K | 0.04% | +2,241 | New |
| FMR LLC | 2,096 | $101.0K | 0.00% | −235−10.1% | Reduced |
| Global Retirement Partners, LLC | 1,831 | $88.2K | 0.00% | −100−5.2% | Reduced |
| The PNC Financial Services Group, Inc. | 1,761 | $84.9K | 0.00% | +79+4.7% | Added |
| Public Employees Retirement System of Ohio | 1,259 | $60.7K | 0.00% | +84+7.1% | Added |
| Ronald Blue Trust, Inc. | 1,030 | $53.3K | 0.00% | +610+145.2% | Added |
| Canada Pension Plan Investment Board | 1,000 | $48.2K | 0.00% | +1,000 | New |
| EntryPoint Capital, LLC | 987 | $47.6K | 0.02% | −2,021−67.2% | Reduced |
| Parkside Financial Bank & Trust | 913 | $44.0K | 0.01% | +247+37.1% | Added |
| nVerses Capital, LLC | 900 | $43.4K | 0.03% | +900 | New |
| AlphaMark Advisors, LLC | 850 | $41.0K | 0.01% | +250+41.7% | Added |
| Colonial Trust Advisors | 800 | $38.6K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 763 | $36.8K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 723 | $35.0K | 0.00% | 00.0% | Unchanged |
| Gladius Capital Management LP | 689 | $33.2K | 0.03% | +107+18.4% | Added |
| Signaturefd, LLC | 636 | $30.6K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 610 | $29.4K | 0.00% | +330+117.9% | Added |
| CWM, LLC | 569 | $27.0K | 0.00% | −128−18.4% | Reduced |
| Spire Wealth Management | 500 | $24.1K | 0.00% | +500 | New |
| Sound Income Strategies, LLC | 479 | $23.1K | 0.00% | +7+1.5% | Added |
| Private Trust Co NA | 456 | $22.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 400 | $19.3K | 0.00% | +400 | New |
| GAMMA Investing LLC | 368 | $17.7K | 0.00% | +65+21.5% | Added |
| Steward Partners Investment Advisory, LLC | 350 | $16.9K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 316 | $16.1K | 0.00% | +3+1.0% | Added |
| Parallel Advisors, LLC | 314 | $15.1K | 0.00% | −272−46.4% | 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 |
| US Bancorp | 277 | $13.3K | 0.00% | −104−27.3% | Reduced |
| Whittier Trust Co | 260 | $12.5K | 0.00% | −83−24.2% | Reduced |
| Quadrant Capital Group LLC | 201 | $9.69K | 0.00% | −103−33.9% | Reduced |
| Beaird Harris Wealth Management, LLC | 200 | $9.64K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 187 | $9.01K | 0.00% | −250−57.2% | Reduced |
| EverSource Wealth Advisors, LLC | 133 | $7.11K | 0.00% | +126+1,800.0% | Added |
| Versant Capital Management, Inc | 147 | $7.08K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 146 | $7.04K | 0.00% | +76+108.6% | Added |
| Huntington National Bank | 138 | $6.65K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 135 | $6.51K | 0.00% | −40−22.9% | Reduced |
| IFP Advisors, Inc | 132 | $6.36K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 138 | $6.00K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 97 | $4.62K | 0.00% | −10−9.3% | Reduced |
| Fortitude Family Office, LLC | 82 | $3.95K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 77 | $3.71K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 75 | $3.61K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 74 | $3.57K | 0.00% | +13+21.3% | Added |
| Smartleaf Asset Management LLC | 74 | $3.52K | 0.00% | +74 | New |
| SRS Capital Advisors, Inc. | 71 | $3.42K | 0.00% | +71 | New |
| Dunhill Financial, LLC | 69 | $3.32K | 0.00% | +1+1.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 66 | $3.18K | 0.00% | −5−7.0% | Reduced |
| Creative Financial Designs Inc | 64 | $3.08K | 0.00% | +64 | New |
| Rise Advisors, LLC | 55 | $2.65K | 0.00% | +55 | New |
| International Assets Investment Management, LLC | 46 | $2.22K | 0.00% | +46 | New |