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, Q4 2024
Institutional positions in Universal Corp as of Dec 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
- 213
- −9 vs. Q3 2024
- Shares held
- 19.9M
- +537.9K (+2.8%) vs. Q3 2024
- Total value
- $1.09B
- +$63.4M (+6.2%) vs. Q3 2024
- New holders
- 18
- 78 more added
- Sold out
- 27
- 65 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Universal Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| WR Wealth Planners, LLC | 2 | $110 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 7 | $384 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 10 | $548 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 11 | $604 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 11 | $604 | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 12 | $659 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 15 | $823 | 0.00% | −5−25.0% | Reduced |
| Broadwater Capital Management LLC | 15 | $823 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 17 | $932 | 0.00% | −7−29.2% | Reduced |
| Quarry LP | 18 | $987 | 0.00% | +18 | New |
| Hemington Wealth Management | 31 | $1.00K | 0.00% | −6−16.2% | Reduced |
| Capital Advisors, Ltd. LLC | 13 | $1.00K | 0.00% | +13 | New |
| IFP Advisors, Inc | 10 | $1.86K | 0.00% | −12−54.5% | Reduced |
| SRS Capital Advisors, Inc. | 36 | $1.98K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 41 | $2.00K | 0.00% | +6+17.1% | Added |
| Godsey & Gibb Associates | 42 | $2.28K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 47 | $2.58K | 0.00% | −140−74.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 50 | $2.74K | 0.00% | +5+11.1% | Added |
| Umb Bank N A | 58 | $3.18K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 66 | $3.62K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 68 | $3.73K | 0.00% | +68 | New |
| GHP Investment Advisors, Inc. | 70 | $3.84K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 71 | $3.90K | 0.00% | +1+1.4% | Added |
| Harbour Investments, Inc. | 75 | $4.11K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 75 | $4.11K | 0.00% | +75 | New |
| Cullen/Frost Bankers, Inc. | 76 | $4.17K | 0.00% | +76 | New |
| Fortitude Family Office, LLC | 82 | $4.50K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 83 | $4.55K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 86 | $4.72K | 0.00% | −8−8.5% | Reduced |
| Delta Asset Management LLC | 100 | $5.48K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 127 | $6.96K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 130 | $7.13K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 138 | $7.57K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 144 | $7.90K | 0.00% | +9+6.7% | Added |
| EverSource Wealth Advisors, LLC | 148 | $8.12K | 0.00% | +12+8.8% | Added |
| Quadrant Capital Group LLC | 152 | $8.34K | 0.00% | +32+26.7% | Added |
| Whittier Trust Co | 159 | $8.72K | 0.00% | −101−38.8% | Reduced |
| Creative Financial Designs Inc | 160 | $8.80K | 0.00% | +70+77.8% | Added |
| Harbor Capital Advisors, Inc. | 163 | $9.00K | 0.00% | −2−1.2% | Reduced |
| Parallel Advisors, LLC | 172 | $9.43K | 0.00% | −1−0.6% | Reduced |
| Transce3nd, LLC | 173 | $9.49K | 0.00% | +173 | New |
| AlphaMark Advisors, LLC | 200 | $11.0K | 0.00% | −400−66.7% | Reduced |
| Bessemer Group Inc | 225 | $12.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 238 | $12.9K | 0.00% | +141+145.4% | Added |
| Salem Investment Counselors Inc | 300 | $16.5K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 300 | $16.5K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 341 | $17.1K | 0.00% | +25+7.9% | Added |
| Versant Capital Management, Inc | 359 | $19.7K | 0.00% | +212+144.2% | Added |
| Riverview Trust Co | 380 | $20.8K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 380 | $20.8K | 0.00% | +30+8.6% | Added |
| Private Trust Co NA | 456 | $25.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 494 | $27.1K | 0.00% | +8+1.6% | Added |
| Quest 10 Wealth Builders, Inc. | 573 | $31.4K | 0.03% | +573 | New |
| Nomura Asset Management Co Ltd | 610 | $33.5K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 636 | $34.9K | 0.00% | −6−0.9% | Reduced |
| Salomon & Ludwin, LLC | 763 | $41.8K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 771 | $42.3K | 0.00% | +688+828.9% | Added |
| GAMMA Investing LLC | 829 | $45.5K | 0.00% | +157+23.4% | Added |
| Bryn Mawr Trust Co | 900 | $49.4K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 949 | $52.0K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,014 | $55.6K | 0.00% | +1,014 | New |
| CWM, LLC | 1,037 | $57.0K | 0.00% | +324+45.4% | Added |
| KBC Group NV | 1,141 | $63.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,257 | $68.9K | 0.00% | +21+1.7% | Added |
| Ronald Blue Trust, Inc. | 1,274 | $69.9K | 0.00% | −1,259−49.7% | Reduced |
| Lazard Asset Management LLC | 1,612 | $88.0K | 0.00% | −4,652−74.3% | Reduced |
| Global Retirement Partners, LLC | 1,710 | $93.8K | 0.00% | −121−6.6% | Reduced |
| US Bancorp | 1,758 | $96.4K | 0.00% | +1,345+325.7% | Added |
| Tower Research Capital LLC (TRC) | 1,780 | $97.6K | 0.00% | −2,800−61.1% | Reduced |
| Wintrust Investments LLC | 2,007 | $110.0K | 0.10% | −3,101−60.7% | Reduced |
| SBI Securities Co., Ltd. | 2,017 | $110.6K | 0.00% | +2,017 | New |
| Sittner & Nelson, LLC | 2,250 | $123.4K | 0.05% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,397 | $131.5K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2,905 | $159.3K | 0.00% | −8,372−74.2% | Reduced |
| The PNC Financial Services Group, Inc. | 3,052 | $167.4K | 0.00% | +1,242+68.6% | Added |
| Vestcor Inc | 3,086 | $169.0K | 0.01% | 00.0% | Unchanged |
| AE Wealth Management LLC | 3,739 | $205.1K | 0.00% | −1,544−29.2% | Reduced |
| Mutual of America Capital Management LLC | 3,741 | $205.2K | 0.00% | +3,741 | New |
| Sunbelt Securities, Inc. | 3,891 | $211.5K | 0.02% | +108+2.9% | Added |
| Versor Investments LP | 3,900 | $213.9K | 0.04% | +3,900 | New |
| Millennium Management LLC | 3,932 | $215.6K | 0.00% | −2,607−39.9% | Reduced |
| HighTower Advisors, LLC | 3,990 | $218.8K | 0.00% | −110−2.7% | Reduced |
| BNP Paribas Arbitrage, SA | 4,077 | $223.6K | 0.00% | −17,943−81.5% | Reduced |
| Public Employees Retirement Association of Colorado | 4,088 | $224.0K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 4,199 | $230.4K | 0.00% | −998−19.2% | Reduced |
| Fulcrum Equity Management | 4,255 | $233.4K | 0.23% | −4,468−51.2% | Reduced |
| Russell Investments Group, Ltd. | 4,445 | $243.7K | 0.00% | +711+19.0% | Added |
| Advisor Group Holdings, Inc. | 4,490 | $246.7K | 0.00% | −661−12.8% | Reduced |
| Baird Financial Group, Inc. | 4,587 | $251.6K | 0.00% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 4,641 | $254.5K | 0.01% | −7−0.2% | Reduced |
| Yousif Capital Management, LLC | 4,843 | $265.6K | 0.00% | −102−2.1% | Reduced |
| Comerica Bank | 4,925 | $270.1K | 0.00% | −153−3.0% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 4,928 | $270.3K | 0.00% | +4,928 | New |
| Corps Capital Advisors, LLC | 5,000 | $274.2K | 0.28% | +5,000 | New |
| Vident Advisory, LLC | 5,126 | $281.1K | 0.00% | −62−1.2% | Reduced |
| Sigma Planning Corp | 5,219 | $286.2K | 0.01% | +646+14.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,272 | $289.1K | 0.00% | −6−0.1% | Reduced |
| Thompson Siegel & Walmsley LLC | 5,507 | $302.0K | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 5,517 | $302.6K | 0.00% | −12,093−68.7% | Reduced |
| Oregon Public Employees Retirement Fund | 5,797 | $317.9K | 0.01% | 00.0% | Unchanged |