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, Q1 2025
Institutional positions in Universal Corp as of Mar 31, 2025. 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
- 218
- +11 vs. Q4 2024
- Shares held
- 19.9M
- +84.9K (+0.4%) vs. Q4 2024
- Total value
- $1.11B
- +$29.0M (+2.7%) vs. Q4 2024
- New holders
- 29
- 72 more added
- Sold out
- 18
- 79 more reduced
6 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Universal Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Stephens Consulting, LLC | 5 | $281 | 0.00% | +5 | New |
| Prestige Wealth Management Group LLC | 7 | $393 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 11 | $617 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 11 | $617 | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 11 | $617 | 0.00% | +11 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 12 | $673 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 12 | $673 | 0.00% | +2+20.0% | Added |
| Larson Financial Group LLC | 13 | $729 | 0.00% | −55−80.9% | Reduced |
| Broadwater Capital Management LLC | 15 | $841 | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 15 | $841 | 0.00% | +15 | New |
| Principal Securities, Inc. | 17 | $932 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 17 | $1.00K | 0.00% | +4+30.8% | Added |
| Hemington Wealth Management | 30 | $1.00K | 0.00% | −1−3.2% | Reduced |
| Rothschild Investment LLC | 30 | $1.68K | 0.00% | +15+100.0% | Added |
| Covestor Ltd | 36 | $2.00K | 0.00% | −5−12.2% | Reduced |
| Godsey & Gibb Associates | 42 | $2.33K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 47 | $2.63K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 60 | $3.38K | 0.00% | −11−15.5% | Reduced |
| GHP Investment Advisors, Inc. | 70 | $3.92K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 75 | $4.20K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 75 | $4.20K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 56 | $4.48K | 0.00% | +46+460.0% | Added |
| Fortitude Family Office, LLC | 82 | $4.60K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 85 | $4.76K | 0.00% | +27+46.6% | Added |
| Delta Asset Management LLC | 100 | $5.61K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 103 | $5.77K | 0.00% | +17+19.8% | Added |
| Quantbot Technologies LP | 117 | $6.56K | 0.00% | +117 | New |
| Fifth Third Bancorp | 118 | $6.61K | 0.00% | +35+42.2% | Added |
| Bessemer Group Inc | 123 | $7.00K | 0.00% | −102−45.3% | Reduced |
| SWAN Capital LLC | 127 | $7.12K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 130 | $7.28K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 138 | $7.74K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 139 | $7.79K | 0.00% | −33−19.2% | Reduced |
| SRS Capital Advisors, Inc. | 152 | $8.52K | 0.00% | +116+322.2% | Added |
| Lindbrook Capital, LLC | 153 | $8.58K | 0.00% | +9+6.3% | Added |
| Creative Financial Designs Inc | 163 | $9.13K | 0.00% | +3+1.9% | Added |
| Versant Capital Management, Inc | 165 | $9.25K | 0.00% | −194−54.0% | Reduced |
| Skopos Labs, Inc. | 190 | $10.7K | 0.00% | +190 | New |
| Harbor Capital Advisors, Inc. | 197 | $11.0K | 0.00% | +34+20.9% | Added |
| EverSource Wealth Advisors, LLC | 197 | $11.0K | 0.00% | +49+33.1% | Added |
| Smartleaf Asset Management LLC | 216 | $12.1K | 0.00% | −22−9.2% | Reduced |
| Meeder Asset Management Inc | 270 | $15.1K | 0.00% | +270 | New |
| Salem Investment Counselors Inc | 300 | $16.8K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 300 | $16.8K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 380 | $21.3K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 380 | $21.3K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 374 | $21.6K | 0.00% | +33+9.7% | Added |
| Private Trust Co NA | 393 | $22.0K | 0.00% | −63−13.8% | Reduced |
| Sterling Capital Management LLC | 415 | $23.3K | 0.00% | −356−46.2% | Reduced |
| Aster Capital Management (DIFC) Ltd | 478 | $25.6K | 0.00% | +478 | New |
| Sound Income Strategies, LLC | 501 | $28.1K | 0.00% | +7+1.4% | Added |
| Coldstream Capital Management Inc | 592 | $33.2K | 0.00% | +592 | New |
| Signaturefd, LLC | 657 | $36.8K | 0.00% | +21+3.3% | Added |
| Salomon & Ludwin, LLC | 763 | $42.8K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 823 | $46.0K | 0.00% | +823 | New |
| Bryn Mawr Trust Co | 900 | $50.4K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 933 | $52.3K | 0.00% | −81−8.0% | Reduced |
| Tower Research Capital LLC (TRC) | 1,101 | $61.7K | 0.00% | −679−38.1% | Reduced |
| CWM, LLC | 1,110 | $62.0K | 0.00% | +73+7.0% | Added |
| KBC Group NV | 1,141 | $64.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,149 | $64.4K | 0.00% | +320+38.6% | Added |
| Parkside Financial Bank & Trust | 1,206 | $67.6K | 0.01% | +257+27.1% | Added |
| Public Employees Retirement System of Ohio | 1,307 | $73.3K | 0.00% | +50+4.0% | Added |
| Lazard Asset Management LLC | 1,359 | $76.0K | 0.00% | −253−15.7% | Reduced |
| Ronald Blue Trust, Inc. | 1,405 | $78.8K | 0.00% | +131+10.3% | Added |
| Quadrant Capital Group LLC | 1,617 | $90.6K | 0.00% | +1,465+963.8% | Added |
| US Bancorp | 1,792 | $100.4K | 0.00% | +34+1.9% | Added |
| BNP Paribas Arbitrage, SA | 1,883 | $105.5K | 0.00% | −2,194−53.8% | Reduced |
| SBI Securities Co., Ltd. | 1,900 | $106.5K | 0.00% | −117−5.8% | Reduced |
| Sittner & Nelson, LLC | 2,250 | $126.1K | 0.05% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,397 | $134.4K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,628 | $147.3K | 0.00% | −424−13.9% | Reduced |
| Sunbelt Securities, Inc. | 3,220 | $180.5K | 0.02% | −671−17.2% | Reduced |
| Mutual of America Capital Management LLC | 3,596 | $201.6K | 0.00% | −145−3.9% | Reduced |
| Teacher Retirement System of Texas | 3,610 | $202.3K | 0.00% | +3,610 | New |
| Fulcrum Equity Management | 3,700 | $207.4K | 0.23% | −555−13.0% | Reduced |
| HighTower Advisors, LLC | 3,727 | $208.9K | 0.00% | −263−6.6% | Reduced |
| Brevan Howard Capital Management LP | 3,733 | $209.2K | 0.01% | −2,073−35.7% | Reduced |
| AE Wealth Management LLC | 3,735 | $209.3K | 0.00% | −4−0.1% | Reduced |
| FMR LLC | 3,801 | $213.1K | 0.00% | +896+30.8% | Added |
| Baird Financial Group, Inc. | 3,952 | $221.5K | 0.00% | −635−13.8% | Reduced |
| Public Employees Retirement Association of Colorado | 4,088 | $229.0K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 4,154 | $232.8K | 0.00% | +4,154 | New |
| HSBC Holdings PLC | 4,181 | $235.2K | 0.00% | −18−0.4% | Reduced |
| Quantinno Capital Management LP | 4,333 | $242.9K | 0.00% | +4,333 | New |
| Russell Investments Group, Ltd. | 4,547 | $254.8K | 0.00% | +102+2.3% | Added |
| Virtus ETF Advisers LLC | 4,570 | $256.1K | 0.17% | +4,570 | New |
| Steel Peak Wealth Management LLC | 4,585 | $257.0K | 0.01% | −56−1.2% | Reduced |
| Advisor Group Holdings, Inc. | 4,643 | $260.4K | 0.00% | +153+3.4% | Added |
| Yousif Capital Management, LLC | 4,709 | $263.9K | 0.00% | −134−2.8% | Reduced |
| Comerica Bank | 4,775 | $267.7K | 0.00% | −150−3.0% | Reduced |
| Verition Fund Management LLC | 4,819 | $270.1K | 0.00% | +4,819 | New |
| Police & Firemen's Retirement System of New Jersey | 4,928 | $276.2K | 0.00% | 00.0% | Unchanged |
| Corps Capital Advisors, LLC | 5,000 | $280.3K | 0.30% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 5,022 | $281.5K | 0.00% | +5,022 | New |
| Captrust Financial Advisors | 5,305 | $297.3K | 0.00% | −804−13.2% | Reduced |
| CIBC World Markets Corp | 5,334 | $299.0K | 0.00% | +5,334 | New |
| Thompson Siegel & Walmsley LLC | 5,507 | $309.0K | 0.01% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 5,606 | $314.2K | 0.02% | −2,913−34.2% | Reduced |
| Lowe Brockenbrough & Co Inc | 5,613 | $314.6K | 0.02% | −250−4.3% | Reduced |