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, Q3 2024
Institutional positions in Universal Corp as of Sep 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
- 224
- +14 vs. Q2 2024
- Shares held
- 19.5M
- +3.83M (+24.5%) vs. Q2 2024
- Total value
- $1.03B
- +$279.6M (+37.1%) vs. Q2 2024
- New holders
- 29
- 80 more added
- Sold out
- 15
- 72 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Universal Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| WR Wealth Planners, LLC | 2 | $106 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 2 | $107 | 0.00% | +2 | New |
| Capital Performance Advisors LLP | 3 | $159 | 0.00% | +3 | New |
| Massmutual Trust Co FSB | 5 | $266 | 0.00% | −72−93.5% | Reduced |
| Prestige Wealth Management Group LLC | 7 | $372 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 10 | $531 | 0.00% | +10 | New |
| Bell Investment Advisors, Inc | 11 | $585 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 11 | $585 | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 12 | $638 | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 15 | $797 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 37 | $1.00K | 0.00% | +37 | New |
| Rothschild Investment LLC | 20 | $1.06K | 0.00% | +10+100.0% | Added |
| IFP Advisors, Inc | 22 | $1.17K | 0.00% | −110−83.3% | Reduced |
| Principal Securities, Inc. | 24 | $1.27K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 36 | $1.91K | 0.00% | −35−49.3% | Reduced |
| Covestor Ltd | 35 | $2.00K | 0.00% | +6+20.7% | Added |
| Godsey & Gibb Associates | 42 | $2.21K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 45 | $2.39K | 0.00% | −355−88.8% | Reduced |
| First Horizon Advisors, Inc. | 49 | $2.60K | 0.00% | +13+36.1% | Added |
| Aster Capital Management (DIFC) Ltd | 53 | $2.81K | 0.00% | +53 | New |
| Rise Advisors, LLC | 56 | $2.97K | 0.00% | +1+1.8% | Added |
| Umb Bank N A | 58 | $3.08K | 0.00% | +31+114.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 66 | $3.50K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 70 | $3.72K | 0.00% | +70 | New |
| Dunhill Financial, LLC | 70 | $3.72K | 0.00% | +1+1.4% | Added |
| Harbour Investments, Inc. | 75 | $3.98K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 82 | $4.36K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 83 | $4.41K | 0.00% | −63−43.2% | Reduced |
| Sterling Capital Management LLC | 83 | $4.41K | 0.00% | +83 | New |
| Frazier Financial Advisors, LLC | 87 | $4.62K | 0.00% | +13+17.6% | Added |
| Creative Financial Designs Inc | 90 | $4.78K | 0.00% | +26+40.6% | Added |
| Farther Finance Advisors, LLC | 94 | $4.99K | 0.00% | −3−3.1% | Reduced |
| Smartleaf Asset Management LLC | 97 | $5.18K | 0.00% | +23+31.1% | Added |
| Delta Asset Management LLC | 100 | $5.31K | 0.00% | −200−66.7% | Reduced |
| Quadrant Capital Group LLC | 120 | $6.37K | 0.00% | −81−40.3% | Reduced |
| SWAN Capital LLC | 127 | $6.75K | 0.00% | +127 | New |
| ORG Partners LLC | 130 | $6.90K | 0.00% | −4,750−97.3% | Reduced |
| Lindbrook Capital, LLC | 135 | $7.17K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 136 | $7.22K | 0.00% | +3+2.3% | Added |
| Huntington National Bank | 138 | $7.33K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 147 | $7.81K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 165 | $9.00K | 0.00% | +165 | New |
| Parallel Advisors, LLC | 173 | $9.19K | 0.00% | −141−44.9% | Reduced |
| PSI Advisors, LLC | 187 | $9.93K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 225 | $12.0K | 0.00% | +87+63.0% | Added |
| Whittier Trust Co | 260 | $13.8K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 300 | $15.9K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 300 | $15.9K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 316 | $16.8K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 350 | $18.6K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 380 | $20.2K | 0.02% | +380 | New |
| US Bancorp | 413 | $21.9K | 0.00% | +136+49.1% | Added |
| Private Trust Co NA | 456 | $24.2K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 486 | $25.8K | 0.00% | +7+1.5% | Added |
| AlphaMark Advisors, LLC | 600 | $32.0K | 0.01% | −250−29.4% | Reduced |
| Gladius Capital Management LP | 604 | $32.1K | 0.02% | −85−12.3% | Reduced |
| Nomura Asset Management Co Ltd | 610 | $32.4K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 642 | $34.1K | 0.00% | +6+0.9% | Added |
| GAMMA Investing LLC | 672 | $35.7K | 0.00% | +304+82.6% | Added |
| CWM, LLC | 713 | $38.0K | 0.00% | +144+25.3% | Added |
| Salomon & Ludwin, LLC | 763 | $40.5K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 800 | $42.5K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 2,443 | $46.0K | 0.00% | +2,397+5,210.9% | Added |
| Bryn Mawr Trust Co | 900 | $47.8K | 0.00% | +900 | New |
| Parkside Financial Bank & Trust | 949 | $50.4K | 0.01% | +36+3.9% | Added |
| Canada Pension Plan Investment Board | 1,000 | $53.1K | 0.00% | 00.0% | Unchanged |
| nVerses Capital, LLC | 1,100 | $58.4K | 0.03% | +200+22.2% | Added |
| KBC Group NV | 1,141 | $61.0K | 0.00% | +418+57.8% | Added |
| Public Employees Retirement System of Ohio | 1,236 | $65.6K | 0.00% | −23−1.8% | Reduced |
| The PNC Financial Services Group, Inc. | 1,810 | $96.1K | 0.00% | +49+2.8% | Added |
| Global Retirement Partners, LLC | 1,831 | $97.2K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 2,250 | $119.5K | 0.05% | +2,250 | New |
| Ronald Blue Trust, Inc. | 2,533 | $122.1K | 0.00% | +1,503+145.9% | Added |
| Ameritas Investment Partners, Inc. | 2,397 | $127.3K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 3,086 | $164.0K | 0.01% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 3,734 | $198.3K | 0.00% | +193+5.5% | Added |
| Sunbelt Securities, Inc. | 3,783 | $200.9K | 0.02% | +1,078+39.9% | Added |
| Quantbot Technologies LP | 3,985 | $211.6K | 0.01% | −5,480−57.9% | Reduced |
| Public Employees Retirement Association of Colorado | 4,088 | $217.0K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 4,100 | $224.0K | 0.00% | −3,542−46.3% | Reduced |
| Dark Forest Capital Management LP | 4,271 | $226.8K | 0.03% | +4,271 | New |
| Sigma Planning Corp | 4,573 | $242.9K | 0.01% | +178+4.1% | Added |
| Tower Research Capital LLC (TRC) | 4,580 | $243.2K | 0.01% | −7,742−62.8% | Reduced |
| Baird Financial Group, Inc. | 4,587 | $243.6K | 0.00% | +201+4.6% | Added |
| Steel Peak Wealth Management LLC | 4,648 | $246.9K | 0.01% | +286+6.6% | Added |
| Private Advisor Group, LLC | 4,787 | $254.2K | 0.00% | +4,787 | New |
| Brevan Howard Capital Management LP | 4,812 | $255.6K | 0.01% | +4,812 | New |
| Centiva Capital, LP | 4,893 | $259.9K | 0.01% | −456−8.5% | Reduced |
| Yousif Capital Management, LLC | 4,945 | $262.6K | 0.00% | −170−3.3% | Reduced |
| Comerica Bank | 5,078 | $269.7K | 0.00% | −484−8.7% | Reduced |
| Wintrust Investments LLC | 5,108 | $271.0K | 0.20% | −58,098−91.9% | Reduced |
| Advisor Group Holdings, Inc. | 5,151 | $274.4K | 0.00% | −709−12.1% | Reduced |
| Vident Advisory, LLC | 5,188 | $275.6K | 0.01% | −195−3.6% | Reduced |
| Truist Financial Corp | 5,195 | $275.9K | 0.00% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 5,201 | $276.2K | 0.02% | −1,304−20.0% | Reduced |
| HSBC Holdings PLC | 5,197 | $276.5K | 0.00% | +913+21.3% | Added |
| Susquehanna International Group, LLP | 5,274 | $280.1K | 0.00% | −20,329−79.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,278 | $280.3K | 0.00% | −17−0.3% | Reduced |
| AE Wealth Management LLC | 5,283 | $280.6K | 0.00% | −117−2.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,418 | $287.8K | 0.00% | 00.0% | Unchanged |