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 |
|---|---|---|---|---|---|
| Bank of America Corp | 98,782 | $5.25M | 0.00% | +23,414+31.1% | Added |
| UBS Group AG | 106,105 | $5.64M | 0.00% | +20,345+23.7% | Added |
| Principal Financial Group Inc | 116,362 | $6.18M | 0.00% | −10,819−8.5% | Reduced |
| Prudential Financial Inc | 119,632 | $6.35M | 0.01% | −33,415−21.8% | Reduced |
| Insight Folios Inc | 123,842 | $6.58M | 2.35% | +8,222+7.1% | Added |
| Adams Asset Advisors, LLC | 151,106 | $8.03M | 1.06% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 199,951 | $10.6M | 0.00% | +111,918+127.1% | Added |
| Davenport & Co LLC | 204,236 | $10.8M | 0.06% | +9,187+4.7% | Added |
| Advisors Asset Management, Inc. | 221,695 | $11.8M | 0.22% | +4,986+2.3% | Added |
| Northern Trust Corp | 246,871 | $13.1M | 0.00% | +5,220+2.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 251,185 | $13.3M | 0.03% | −706−0.3% | Reduced |
| Boston Partners | 270,055 | $14.1M | 0.02% | −16,980−5.9% | Reduced |
| ProShare Advisors LLC | 280,838 | $14.9M | 0.04% | +7,558+2.8% | Added |
| Bank of New York Mellon Corp | 359,433 | $19.1M | 0.00% | −25,174−6.5% | Reduced |
| Morgan Stanley | 363,608 | $19.3M | 0.00% | +101,231+38.6% | Added |
| Charles Schwab Investment Management Inc | 542,683 | $28.8M | 0.01% | +24,089+4.6% | Added |
| Geode Capital Management, LLC | 566,356 | $30.1M | 0.00% | +3,578+0.6% | Added |
| Invesco Ltd. | 794,077 | $42.2M | 0.01% | −122,403−13.4% | Reduced |
| Pzena Investment Management LLC | 928,870 | $49.3M | 0.16% | −103,085−10.0% | Reduced |
| First Trust Advisors LP | 1,083,325 | $57.5M | 0.05% | −105,046−8.8% | Reduced |
| State Street Corp | 1,218,793 | $64.7M | 0.00% | +71,773+6.3% | Added |
| Dimensional Fund Advisors LP | 1,907,646 | $101.3M | 0.02% | −33,475−1.7% | Reduced |
| Vanguard Group Inc | 2,874,611 | $152.7M | 0.00% | −33,776−1.2% | Reduced |
| BlackRock, Inc. | 3,816,805 | $202.7M | 0.00% | +3,816,805 | New |
| Invenomic Capital Management LP | 0 | $0 | 0.00% | −63,500−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −22,589−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −20,761−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −17,982−100.0% | Sold out |
| Freestone Capital Holdings, LLC | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| Krane Funds Advisors LLC | 0 | $0 | 0.00% | −8,880−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −7,300−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −6,085−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −5,100−100.0% | Sold out |
| Verity Asset Management, Inc. | 0 | $0 | 0.00% | −4,897−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −2,241−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −987−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Beaird Harris Wealth Management, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Taylor Hoffman Wealth Management | – | – | – | – | Not filed |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |