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 2025
Institutional positions in Universal Corp as of Jun 30, 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
- 240
- +23 vs. Q1 2025
- Shares held
- 19.8M
- −102.5K (−0.5%) vs. Q1 2025
- Total value
- $1.15B
- +$37.6M (+3.4%) vs. Q1 2025
- New holders
- 44
- 94 more added
- Sold out
- 21
- 66 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 2025
Shares, value and share of portfolio for each institution holding Universal Corp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| NewSquare Capital LLC | 3 | $175 | 0.00% | +3 | New |
| Stephens Consulting, LLC | 5 | $292 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 7 | $408 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 9 | $525 | 0.00% | +9 | New |
| Bell Investment Advisors, Inc | 11 | $641 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 11 | $641 | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 12 | $699 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 19 | $1.00K | 0.00% | −17−47.2% | Reduced |
| Capital Advisors, Ltd. LLC | 19 | $1.00K | 0.00% | +2+11.8% | Added |
| Hemington Wealth Management | 25 | $1.00K | 0.00% | −5−16.7% | Reduced |
| Quarry LP | 18 | $1.05K | 0.00% | +18 | New |
| Larson Financial Group LLC | 19 | $1.11K | 0.00% | +6+46.2% | Added |
| MAI Capital Management | 19 | $1.11K | 0.00% | +19 | New |
| Kestra Investment Management, LLC | 22 | $1.26K | 0.00% | +11+100.0% | Added |
| Cary Street Partner Investment Advisory LLC | 28 | $1.63K | 0.00% | +13+86.7% | Added |
| Rothschild Investment LLC | 30 | $1.75K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 38 | $2.21K | 0.00% | +38 | New |
| Godsey & Gibb Associates | 42 | $2.42K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 45 | $2.62K | 0.00% | +28+164.7% | Added |
| Bare Financial Services, Inc | 51 | $2.97K | 0.00% | +51 | New |
| Parkside Financial Bank & Trust | 57 | $3.32K | 0.00% | −1,149−95.3% | Reduced |
| GHP Investment Advisors, Inc. | 70 | $4.08K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 75 | $4.32K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 75 | $4.37K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 82 | $4.78K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 96 | $5.59K | 0.00% | +11+12.9% | Added |
| Delta Asset Management LLC | 100 | $5.82K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 130 | $7.47K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 134 | $7.80K | 0.00% | +16+13.6% | Added |
| Huntington National Bank | 138 | $8.04K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 152 | $8.85K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 154 | $8.97K | 0.00% | +51+49.5% | Added |
| Creative Financial Designs Inc | 158 | $9.20K | 0.00% | −5−3.1% | Reduced |
| Global Retirement Partners, LLC | 158 | $9.20K | 0.00% | +158 | New |
| IFP Advisors, Inc | 0 | $9.96K | 0.00% | −56−100.0% | Reduced |
| Private Trust Co NA | 193 | $11.2K | 0.00% | −200−50.9% | Reduced |
| Smartleaf Asset Management LLC | 192 | $11.3K | 0.00% | −24−11.1% | Reduced |
| Harbor Capital Advisors, Inc. | 200 | $12.0K | 0.00% | +3+1.5% | Added |
| Skopos Labs, Inc. | 217 | $12.6K | 0.00% | +27+14.2% | Added |
| Twin Peaks Wealth Advisors, LLC | 239 | $12.9K | 0.00% | +239 | New |
| Bessemer Group Inc | 215 | $13.0K | 0.00% | +92+74.8% | Added |
| Parallel Advisors, LLC | 238 | $13.9K | 0.00% | +99+71.2% | Added |
| Quantbot Technologies LP | 293 | $17.1K | 0.00% | +176+150.4% | Added |
| Salem Investment Counselors Inc | 300 | $17.5K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 300 | $17.5K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 378 | $22.0K | 0.00% | +4+1.1% | Added |
| Versant Capital Management, Inc | 425 | $24.8K | 0.00% | +260+157.6% | Added |
| Steward Partners Investment Advisory, LLC | 490 | $28.5K | 0.00% | +110+28.9% | Added |
| Byrne Asset Management LLC | 514 | $29.9K | 0.02% | +514 | New |
| Sound Income Strategies, LLC | 518 | $30.2K | 0.00% | +17+3.4% | Added |
| Sterling Capital Management LLC | 644 | $37.5K | 0.00% | +229+55.2% | Added |
| Signaturefd, LLC | 662 | $38.6K | 0.00% | +5+0.8% | Added |
| EverSource Wealth Advisors, LLC | 719 | $41.9K | 0.00% | +522+265.0% | Added |
| Mount Yale Investment Advisors, LLC | 758 | $44.1K | 0.00% | +758 | New |
| Salomon & Ludwin, LLC | 763 | $44.4K | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 791 | $46.1K | 0.00% | +791 | New |
| Bryn Mawr Trust Co | 900 | $52.4K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 1,141 | $66.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,140 | $66.9K | 0.00% | +207+22.2% | Added |
| CWM, LLC | 1,148 | $67.0K | 0.00% | +38+3.4% | Added |
| GAMMA Investing LLC | 1,155 | $67.3K | 0.00% | +6+0.5% | Added |
| Public Employees Retirement System of Ohio | 1,180 | $68.7K | 0.00% | −127−9.7% | Reduced |
| Hantz Financial Services, Inc. | 1,343 | $78.0K | 0.00% | +520+63.2% | Added |
| Ronald Blue Trust, Inc. | 1,385 | $80.7K | 0.00% | −20−1.4% | Reduced |
| SBI Securities Co., Ltd. | 1,862 | $108.4K | 0.00% | −38−2.0% | Reduced |
| US Bancorp | 2,136 | $124.4K | 0.00% | +344+19.2% | Added |
| Sittner & Nelson, LLC | 2,250 | $131.0K | 0.05% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,308 | $134.4K | 0.00% | +1,207+109.6% | Added |
| Ameritas Investment Partners, Inc. | 2,397 | $139.6K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,963 | $172.6K | 0.00% | +335+12.7% | Added |
| Meeder Asset Management Inc | 3,188 | $185.7K | 0.01% | +2,918+1,080.7% | Added |
| SEI Investments Co | 3,548 | $206.6K | 0.00% | +3,548 | New |
| Howland Capital Management LLC | 3,558 | $207.2K | 0.01% | +3,558 | New |
| Aigen Investment Management, LP | 3,612 | $210.4K | 0.03% | +3,612 | New |
| Sunbelt Securities, Inc. | 3,891 | $213.4K | 0.02% | +671+20.8% | Added |
| HSBC Holdings PLC | 3,724 | $217.3K | 0.00% | −457−10.9% | Reduced |
| Teacher Retirement System of Texas | 3,749 | $218.3K | 0.00% | +139+3.9% | Added |
| SG Americas Securities, LLC | 3,848 | $224.0K | 0.00% | −5,214−57.5% | Reduced |
| AE Wealth Management LLC | 3,849 | $224.2K | 0.00% | +114+3.1% | Added |
| State of Wyoming | 3,849 | $224.2K | 0.03% | +3,849 | New |
| Steel Peak Wealth Management LLC | 3,887 | $226.4K | 0.01% | −698−15.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,933 | $229.1K | 0.00% | −2,353−37.4% | Reduced |
| Versor Investments LP | 4,055 | $236.2K | 0.04% | +4,055 | New |
| Public Employees Retirement Association of Colorado | 4,084 | $238.0K | 0.00% | −4−0.1% | Reduced |
| Baird Financial Group, Inc. | 4,152 | $241.8K | 0.00% | +200+5.1% | Added |
| Advisor Group Holdings, Inc. | 4,338 | $252.6K | 0.00% | −305−6.6% | Reduced |
| Ballentine Partners, LLC | 4,375 | $254.8K | 0.00% | +4,375 | New |
| Jump Financial, LLC | 4,391 | $255.7K | 0.00% | −12,109−73.4% | Reduced |
| Virtus ETF Advisers LLC | 4,570 | $266.2K | 0.16% | 00.0% | Unchanged |
| Virtu Financial LLC | 4,636 | $270.0K | 0.01% | +4,636 | New |
| Rexford Capital Inc | 4,650 | $270.8K | 0.22% | +4,650 | New |
| Yousif Capital Management, LLC | 4,688 | $273.0K | 0.00% | −21−0.4% | Reduced |
| Comerica Bank | 4,759 | $277.2K | 0.00% | −16−0.3% | Reduced |
| Private Advisor Group, LLC | 5,000 | $291.2K | 0.00% | −22−0.4% | Reduced |
| FMR LLC | 5,069 | $295.2K | 0.00% | +1,268+33.4% | Added |
| Victory Capital Management Inc | 5,083 | $296.0K | 0.00% | −85,058−94.4% | Reduced |
| Cetera Investment Advisers | 5,307 | $309.0K | 0.00% | +1,153+27.8% | Added |
| Quest Partners LLC | 5,328 | $310.3K | 0.03% | +5,328 | New |
| State of Wisconsin Investment Board | 5,352 | $311.7K | 0.00% | −727−12.0% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 5,427 | $316.1K | 0.00% | +499+10.1% | Added |