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 |
|---|---|---|---|---|---|
| Twin Peaks Wealth Advisors, LLC | 239 | $12.9K | 0.00% | +239 | New |
| Skopos Labs, Inc. | 217 | $12.6K | 0.00% | +27+14.2% | Added |
| Harbor Capital Advisors, Inc. | 200 | $12.0K | 0.00% | +3+1.5% | Added |
| Smartleaf Asset Management LLC | 192 | $11.3K | 0.00% | −24−11.1% | Reduced |
| Private Trust Co NA | 193 | $11.2K | 0.00% | −200−50.9% | Reduced |
| IFP Advisors, Inc | 0 | $9.96K | 0.00% | −56−100.0% | Reduced |
| Creative Financial Designs Inc | 158 | $9.20K | 0.00% | −5−3.1% | Reduced |
| Global Retirement Partners, LLC | 158 | $9.20K | 0.00% | +158 | New |
| Farther Finance Advisors, LLC | 154 | $8.97K | 0.00% | +51+49.5% | Added |
| SRS Capital Advisors, Inc. | 152 | $8.85K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 138 | $8.04K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 134 | $7.80K | 0.00% | +16+13.6% | Added |
| ORG Partners LLC | 130 | $7.47K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 100 | $5.82K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 96 | $5.59K | 0.00% | +11+12.9% | Added |
| Fortitude Family Office, LLC | 82 | $4.78K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 75 | $4.37K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 75 | $4.32K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 70 | $4.08K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 57 | $3.32K | 0.00% | −1,149−95.3% | Reduced |
| Bare Financial Services, Inc | 51 | $2.97K | 0.00% | +51 | New |
| Principal Securities, Inc. | 45 | $2.62K | 0.00% | +28+164.7% | Added |
| Godsey & Gibb Associates | 42 | $2.42K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 38 | $2.21K | 0.00% | +38 | New |
| Rothschild Investment LLC | 30 | $1.75K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 28 | $1.63K | 0.00% | +13+86.7% | Added |
| Kestra Investment Management, LLC | 22 | $1.26K | 0.00% | +11+100.0% | Added |
| Larson Financial Group LLC | 19 | $1.11K | 0.00% | +6+46.2% | Added |
| MAI Capital Management | 19 | $1.11K | 0.00% | +19 | New |
| Quarry LP | 18 | $1.05K | 0.00% | +18 | New |
| 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 |
| Mowery & Schoenfeld Wealth Management, LLC | 12 | $699 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 11 | $641 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 11 | $641 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 9 | $525 | 0.00% | +9 | New |
| Prestige Wealth Management Group LLC | 7 | $408 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 5 | $292 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 3 | $175 | 0.00% | +3 | New |
| Boston Partners | 0 | $0 | 0.00% | −340,281−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −12,573−100.0% | Sold out |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0 | $0 | 0.00% | −12,530−100.0% | Sold out |
| GWN Securities Inc. | 0 | $0 | 0.00% | −10,381−100.0% | Sold out |
| Denali Advisors LLC | 0 | $0 | 0.00% | −7,908−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −6,975−100.0% | Sold out |
| Royce & Associates LP | 0 | $0 | 0.00% | −6,796−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −5,334−100.0% | Sold out |
| Corps Capital Advisors, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −3,727−100.0% | Sold out |
| Fulcrum Equity Management | 0 | $0 | 0.00% | −3,700−100.0% | Sold out |
| Mutual of America Capital Management LLC | 0 | $0 | 0.00% | −3,596−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −1,617−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −592−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −478−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −380−100.0% | Sold out |
| SWAN Capital LLC | 0 | $0 | 0.00% | −127−100.0% | Sold out |
| Dunhill Financial, LLC | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| PSI Advisors, LLC | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| Broadwater Capital Management LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Bruce G. Allen Investments, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Lindbrook Capital, LLC | – | – | – | – | Not filed |