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 2025
Institutional positions in Universal Corp as of Sep 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
- 231
- −9 vs. Q2 2025
- Shares held
- 20.1M
- +273.7K (+1.4%) vs. Q2 2025
- Total value
- $1.12B
- −$31.6M (−2.7%) vs. Q2 2025
- New holders
- 27
- 98 more added
- Sold out
- 36
- 69 more reduced
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Universal Corp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Transamerica Financial Advisors, Inc. | 6 | $335 | 0.00% | +6 | New |
| Prestige Wealth Management Group LLC | 7 | $392 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 9 | $503 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 11 | $615 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 11 | $615 | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 12 | $671 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 23 | $1.00K | 0.00% | −2−8.0% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 23 | $1.29K | 0.00% | +23 | New |
| Rothschild Investment LLC | 25 | $1.40K | 0.00% | −5−16.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 28 | $1.56K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 32 | $1.79K | 0.00% | +32 | New |
| Massmutual Trust Co FSB | 33 | $1.84K | 0.00% | −5−13.2% | Reduced |
| Quarry LP | 35 | $1.96K | 0.00% | +17+94.4% | Added |
| Capital Advisors, Ltd. LLC | 34 | $2.00K | 0.00% | +15+78.9% | Added |
| Covestor Ltd | 29 | $2.00K | 0.00% | +10+52.6% | Added |
| Wealthspire Advisors, LLC | 36 | $2.01K | 0.00% | +36 | New |
| Godsey & Gibb Associates | 42 | $2.33K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 45 | $2.51K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 67 | $3.74K | 0.00% | +16+31.4% | Added |
| Clearstead Advisors, LLC | 69 | $3.86K | 0.00% | +69 | New |
| GHP Investment Advisors, Inc. | 70 | $3.91K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 75 | $4.19K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 75 | $4.19K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 80 | $4.47K | 0.00% | +80 | Added |
| Fortitude Family Office, LLC | 82 | $4.58K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 100 | $5.59K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 100 | $5.59K | 0.00% | −58−36.7% | Reduced |
| Umb Bank N A | 116 | $6.48K | 0.00% | +20+20.8% | Added |
| Rockefeller Capital Management L.P. | 117 | $6.56K | 0.00% | +117 | New |
| ORG Partners LLC | 130 | $7.26K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 138 | $7.71K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 156 | $8.72K | 0.00% | +137+721.1% | Added |
| Creative Financial Designs Inc | 160 | $8.96K | 0.00% | +2+1.3% | Added |
| Bessemer Group Inc | 156 | $9.00K | 0.00% | −59−27.4% | Reduced |
| Fifth Third Bancorp | 165 | $9.22K | 0.00% | +31+23.1% | Added |
| Private Trust Co NA | 193 | $10.8K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 237 | $13.1K | 0.00% | +45+23.4% | Added |
| Parallel Advisors, LLC | 256 | $14.3K | 0.00% | +18+7.6% | Added |
| Farther Finance Advisors, LLC | 266 | $14.9K | 0.00% | +112+72.7% | Added |
| Salem Investment Counselors Inc | 300 | $16.8K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 300 | $16.8K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 405 | $22.6K | 0.00% | +27+7.1% | Added |
| Versant Capital Management, Inc | 413 | $23.1K | 0.00% | −12−2.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 490 | $27.4K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 526 | $28.2K | 0.00% | +8+1.5% | Added |
| Byrne Asset Management LLC | – | $35.8K | 0.02% | – | – |
| Signaturefd, LLC | 665 | $37.2K | 0.00% | +3+0.5% | Added |
| EverSource Wealth Advisors, LLC | 698 | $39.0K | 0.00% | −21−2.9% | Reduced |
| Salomon & Ludwin, LLC | 862 | $47.8K | 0.00% | +99+13.0% | Added |
| Bryn Mawr Trust Co | 900 | $50.3K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 988 | $55.2K | 0.00% | +836+550.0% | Added |
| Canada Pension Plan Investment Board | 1,000 | $55.9K | 0.00% | +1,000 | New |
| KBC Group NV | 1,141 | $64.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,161 | $64.9K | 0.00% | +6+0.5% | Added |
| Public Employees Retirement System of Ohio | 1,177 | $65.8K | 0.00% | −3−0.3% | Reduced |
| Jones Financial Companies LLLP | 1,305 | $73.4K | 0.00% | +165+14.5% | Added |
| Ronald Blue Trust, Inc. | 1,385 | $77.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,522 | $85.0K | 0.00% | +374+32.6% | Added |
| Quadrant Capital Group LLC | 1,595 | $89.1K | 0.00% | +1,595 | New |
| Sterling Capital Management LLC | 1,676 | $93.6K | 0.00% | +1,032+160.2% | Added |
| Tower Research Capital LLC (TRC) | 1,878 | $104.9K | 0.00% | −430−18.6% | Reduced |
| US Bancorp | 1,929 | $107.8K | 0.00% | −207−9.7% | Reduced |
| Hantz Financial Services, Inc. | 2,007 | $112.0K | 0.00% | +664+49.4% | Added |
| Ameritas Investment Partners, Inc. | 2,022 | $113.0K | 0.00% | −375−15.6% | Reduced |
| SBI Securities Co., Ltd. | 2,123 | $118.6K | 0.00% | +261+14.0% | Added |
| Sittner & Nelson, LLC | 2,250 | $125.7K | 0.05% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 2,755 | $153.9K | 0.01% | −1,136−29.2% | Reduced |
| The PNC Financial Services Group, Inc. | 2,887 | $161.3K | 0.00% | −76−2.6% | Reduced |
| Maryland State Retirement & Pension System | 3,601 | $201.2K | 0.00% | −3,638−50.3% | Reduced |
| Envestnet Asset Management Inc | 3,640 | $203.4K | 0.00% | +3,640 | New |
| SEI Investments Co | 3,692 | $206.3K | 0.00% | +144+4.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 3,700 | $206.7K | 0.03% | +3,700 | New |
| FMR LLC | 3,821 | $213.5K | 0.00% | −1,248−24.6% | Reduced |
| Yousif Capital Management, LLC | 3,828 | $213.9K | 0.00% | −860−18.3% | Reduced |
| Comerica Bank | 3,898 | $217.8K | 0.00% | −861−18.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,933 | $219.7K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 3,961 | $221.3K | 0.00% | −33,311−89.4% | Reduced |
| Axq Capital, LP | 3,997 | $223.3K | 0.09% | +3,997 | New |
| Pathstone Holdings, LLC | 4,004 | $223.7K | 0.00% | +4,004 | New |
| Independent Financial Group, LLC | 4,015 | $224.3K | 0.01% | +4,015 | New |
| Baird Financial Group, Inc. | 4,052 | $226.4K | 0.00% | −100−2.4% | Reduced |
| DRW Securities, LLC | 4,066 | $227.3K | 0.01% | +4,066 | New |
| Public Employees Retirement Association of Colorado | 4,084 | $228.0K | 0.00% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 4,353 | $243.2K | 0.04% | +741+20.5% | Added |
| Prelude Capital Management, LLC | 4,550 | $254.2K | 0.02% | +4,550 | New |
| Virtus ETF Advisers LLC | 4,570 | $255.3K | 0.14% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 4,633 | $258.8K | 0.00% | +258+5.9% | Added |
| Private Advisor Group, LLC | 5,010 | $279.9K | 0.00% | +10+0.2% | Added |
| State of Wisconsin Investment Board | 5,185 | $289.7K | 0.00% | −167−3.1% | Reduced |
| Mariner, LLC | 5,384 | $300.8K | 0.00% | −820−13.2% | Reduced |
| Man Group plc | 5,469 | $305.6K | 0.00% | +5,469 | New |
| Thompson Siegel & Walmsley LLC | 5,507 | $308.0K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 5,518 | $308.0K | 0.03% | +5,518 | New |
| Truist Financial Corp | 5,586 | $312.1K | 0.00% | −158−2.8% | Reduced |
| Oregon Public Employees Retirement Fund | 5,597 | $312.7K | 0.00% | −100−1.8% | Reduced |
| Lowe Brockenbrough & Co Inc | 5,613 | $313.6K | 0.02% | 00.0% | Unchanged |
| Toroso Investments, LLC | 5,712 | $319.1K | 0.00% | +5,712 | New |
| John Boyer, Inc. | 5,743 | $320.8K | 0.32% | +5,743 | New |
| Commonwealth Equity Services, LLC | 5,737 | $321.0K | 0.00% | −318−5.3% | Reduced |
| Captrust Financial Advisors | 6,055 | $338.3K | 0.00% | +579+10.6% | Added |