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 2026
Institutional positions in Universal Corp as of Jun 30, 2026. 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
- +3 vs. Q1 2026
- Shares held
- 20.1M
- +245.5K (+1.2%) vs. Q1 2026
- Total value
- $1.05B
- +$2.34M (+0.2%) vs. Q1 2026
- New holders
- 31
- 95 more added
- Sold out
- 28
- 72 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding Universal Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Evolution Advisers, Inc. | 2 | $0 | 0.00% | +2 | New |
| Davis Capital Management | 1 | $52 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 1 | $52 | 0.00% | +1 | New |
| Frazier Financial Advisors, LLC | 1 | $53 | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 2 | $104 | 0.00% | +2 | New |
| Plante Moran Financial Advisors, LLC | 3 | $157 | 0.00% | +3 | New |
| Gilpin Wealth Management, LLC | 4 | $209 | 0.00% | +3+300.0% | Added |
| JFS Wealth Advisors, LLC | 4 | $209 | 0.00% | +4 | New |
| Fulcrum Asset Management LLP | 4 | $212 | 0.00% | +4 | New |
| Abound Wealth Management | 5 | $261 | 0.00% | +5 | New |
| Cornerstone Planning Group LLC | 6 | $323 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 11 | $574 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 11 | $574 | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 12 | $626 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 13 | $678 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 16 | $835 | 0.00% | +1+6.7% | Added |
| Covestor Ltd | 25 | $1.00K | 0.00% | +7+38.9% | Added |
| Keating Financial Advisory Services, Inc. | 20 | $1.04K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 22 | $1.15K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 29 | $1.51K | 0.00% | +9+45.0% | Added |
| Compass Financial Management LLC | 37 | $1.93K | 0.00% | +37 | New |
| Cary Street Partner Investment Advisory LLC | 38 | $1.98K | 0.00% | +16+72.7% | Added |
| Godsey & Gibb Associates | 42 | $2.17K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 46 | $2.40K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 51 | $2.66K | 0.00% | +51 | New |
| Quarry LP | 57 | $2.97K | 0.00% | +9+18.8% | Added |
| Rockefeller Capital Management L.P. | 57 | $2.97K | 0.00% | +39+216.7% | Added |
| Optiver Holding B.V. | 74 | $3.86K | 0.00% | −423−85.1% | Reduced |
| Harbour Investments, Inc. | 75 | $3.91K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 80 | $4.17K | 0.00% | −13−14.0% | Reduced |
| Delta Asset Management LLC | 100 | $5.22K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 108 | $5.63K | 0.00% | +108 | New |
| Fortitude Family Office, LLC | 133 | $6.94K | 0.00% | +51+62.2% | Added |
| Huntington National Bank | 138 | $7.20K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 144 | $7.51K | 0.00% | −15−9.4% | Reduced |
| EverSource Wealth Advisors, LLC | 188 | $9.81K | 0.00% | −309−62.2% | Reduced |
| Essential Partners LLC | 189 | $9.86K | 0.00% | +189 | New |
| Virginia Estate & Retirement Planning Advisors Inc. | 200 | $10.4K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 240 | $12.5K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 284 | $15.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 300 | $15.7K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 300 | $15.7K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 300 | $15.7K | 0.00% | +300 | New |
| Capital Advisors, Ltd. LLC | 321 | $17.0K | 0.00% | +137+74.5% | Added |
| Advocate Investing Services LLC | 400 | $20.9K | 0.02% | +200+100.0% | Added |
| Cheviot Value Management, LLC | 400 | $20.9K | 0.00% | +400 | New |
| Allworth Financial LP | 442 | $23.1K | 0.00% | +93+26.6% | Added |
| Steward Partners Investment Advisory, LLC | 460 | $24.0K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 506 | $26.4K | 0.00% | −296−36.9% | Reduced |
| Farther Finance Advisors, LLC | 599 | $31.2K | 0.00% | −75−11.1% | Reduced |
| Global Retirement Partners, LLC | 648 | $33.8K | 0.00% | +648 | New |
| Versant Capital Management, Inc | 701 | $36.6K | 0.00% | +187+36.4% | Added |
| Ronald Blue Trust, Inc. | 751 | $39.2K | 0.00% | −29−3.7% | Reduced |
| Bryn Mawr Trust Co | 900 | $47.0K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 900 | $47.0K | 0.02% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 915 | $47.7K | 0.00% | −31−3.3% | Reduced |
| SRS Capital Advisors, Inc. | 919 | $47.9K | 0.00% | +896+3,895.7% | Added |
| Bessemer Group Inc | 982 | $51.0K | 0.00% | +464+89.6% | Added |
| Ankerstar Wealth, LLC | 1,013 | $52.9K | 0.04% | +5+0.5% | Added |
| Signaturefd, LLC | 1,059 | $55.2K | 0.00% | +254+31.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,078 | $56.2K | 0.01% | +8+0.7% | Added |
| Triumph Capital Management | 1,135 | $59.2K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,348 | $70.3K | 0.00% | +132+10.9% | Added |
| IFP Advisors, Inc | 1,521 | $79.4K | 0.00% | −60−3.8% | Reduced |
| Simplex Trading, LLC | 1,594 | $83.2K | 0.00% | −2,834−64.0% | Reduced |
| Larson Financial Group LLC | 1,620 | $84.5K | 0.00% | +13+0.8% | Added |
| Hantz Financial Services, Inc. | 1,684 | $88.0K | 0.00% | +92+5.8% | Added |
| US Bancorp | 1,744 | $91.0K | 0.00% | −363−17.2% | Reduced |
| Tower Research Capital LLC (TRC) | 2,100 | $109.6K | 0.00% | +1,062+102.3% | Added |
| Ameritas Investment Partners, Inc. | 2,278 | $118.8K | 0.00% | +256+12.7% | Added |
| FMR LLC | 3,008 | $156.9K | 0.00% | +979+48.3% | Added |
| SBI Securities Co., Ltd. | 3,030 | $158.1K | 0.00% | +634+26.5% | Added |
| Sittner & Nelson, LLC | 3,250 | $169.6K | 0.05% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3,282 | $171.2K | 0.00% | −95−2.8% | Reduced |
| Jones Financial Companies LLLP | 3,221 | $173.3K | 0.00% | +619+23.8% | Added |
| SG Americas Securities, LLC | 3,644 | $190.0K | 0.00% | −36,513−90.9% | Reduced |
| MML Investors Services, LLC | 3,856 | $201.2K | 0.00% | +3,856 | New |
| Truist Financial Corp | 3,868 | $201.8K | 0.00% | +10+0.3% | Added |
| Independent Financial Group, LLC | 3,915 | $204.2K | 0.00% | −400−9.3% | Reduced |
| Susquehanna International Group, LLP | 3,945 | $205.8K | 0.00% | −7,793−66.4% | Reduced |
| GAMMA Investing LLC | 3,980 | $207.6K | 0.01% | +940+30.9% | Added |
| Public Employees Retirement Association of Colorado | 4,084 | $213.0K | 0.00% | 00.0% | Unchanged |
| Vident Advisory, LLC | 4,084 | $213.1K | 0.00% | −1,071−20.8% | Reduced |
| Steel Peak Wealth Management LLC | 4,136 | $215.8K | 0.01% | +4,136 | New |
| ISAM Funds (UK) Ltd | 4,200 | $219.1K | 0.15% | +4,200 | New |
| Capital Asset Advisory Services LLC | 4,250 | $221.7K | 0.01% | +4,250 | New |
| Quantbot Technologies LP | 4,255 | $222.0K | 0.01% | −9,662−69.4% | Reduced |
| Baird Financial Group, Inc. | 4,512 | $235.4K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 4,858 | $253.4K | 0.00% | −3,065−38.7% | Reduced |
| BNP Paribas Arbitrage, SA | 4,869 | $254.0K | 0.00% | −12,907−72.6% | Reduced |
| Ritholtz Wealth Management | 4,913 | $256.3K | 0.00% | −144−2.8% | Reduced |
| John Boyer, Inc. | 4,945 | $258.0K | 0.22% | −159−3.1% | Reduced |
| Cambria Investment Management, L.P. | 5,066 | $264.3K | 0.01% | −1,635−24.4% | Reduced |
| The PNC Financial Services Group, Inc. | 5,098 | $266.0K | 0.00% | +2,310+82.9% | Added |
| Virtus ETF Advisers LLC | 5,192 | $270.9K | 0.10% | +622+13.6% | Added |
| Sequoia Financial Advisors, LLC | 5,331 | $278.1K | 0.00% | +5,331 | New |
| Advisor Group Holdings, Inc. | 5,416 | $282.7K | 0.00% | +344+6.8% | Added |
| Lowe Brockenbrough & Co Inc | 5,438 | $283.7K | 0.01% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 5,440 | $283.8K | 0.00% | +5,440 | New |
| Dark Forest Capital Management LP | 5,525 | $288.2K | 0.02% | +5,525 | New |