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Universal (UVV) Institutional Ownership

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$45.00 -0.52 (-1.14%)
As of 03:58 PM Eastern

Institutional Ownership Changes (13F Filings) for Universal (NYSE:UVV)

Current
Institutional Ownership
Percentage
81.00%
Number of
Institutional Buyers
(last 12 months)
115
Total
Institutional Inflows
(last 12 months)
$138.44M
Number of
Institutional Sellers
(last 12 months)
66
Total
Institutional Outflows
(last 12 months)
$91.34M
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UVV Institutional Buying and Selling by Quarter

Universal Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/21/2026 iSAM Funds UK Ltd4,200$219K0.2%N/A0.017%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC23,690$1.24M0.0%+18.0%0.095%
8/19/2026 Navellier & Associates Inc.10,104$527K0.0%-82.9%0.041%
7/7/2026 GAMMA Investing LLC3,980$208K0.0%+30.9%0.016%
7/7/2026 CoreCap Advisors LLC23,641$1.23M0.0%+2.7%0.095%
5/19/2026 Bank of America Corp DE65,906$3.47M0.0%+21.2%0.264%
5/19/2026 Edgestream Partners L.P.9,640$508K0.0%N/A0.039%
5/19/2026 Arkadios Wealth Advisors37,283$1.97M0.0%+16.9%0.150%
5/18/2026Sunbelt Securities Inc.2,241$118K0.0%-18.9%0.009%
5/18/2026 Royal Bank of Canada37,144$1.96M0.0%-2.1%0.149%
5/16/2026 The Manufacturers Life Insurance Company10,333$545K0.0%-2.2%0.041%
5/16/2026 Quantinno Capital Management LP17,890$943K0.0%+26.8%0.072%
5/16/2026 Lazard Asset Management LLC5,908$311K0.0%-26.1%0.024%
5/14/2026 Renaissance Technologies LLC80,071$4.22M0.0%N/A0.321%
5/14/2026 Sei Investments Co.28,189$1.49M0.0%+77.3%0.113%
5/13/2026 Cetera Investment Advisers15,217$802K0.0%+16.5%0.061%
5/13/2026 First Trust Advisors LP353,655$18.64M0.0%+35.5%1.419%
5/8/2026 PNC Financial Services Group Inc.2,788$147K0.0%-10.5%0.011%
5/7/2026 Dimensional Fund Advisors LP1,774,857$93.54M0.0%-0.4%7.121%
5/6/2026 Bessemer Group Inc.518$27K0.0%+67.1%0.002%
5/5/2026 Bank of New York Mellon Corp333,423$17.57M0.0%-6.2%1.338%
5/5/2026 Sigma Planning Corp10,149$535K0.0%+43.2%0.041%
5/4/2026 Principal Financial Group Inc.121,109$6.38M0.0%+2.0%0.486%
5/1/2026 Fifth Third Bancorp3,377$178K0.0%+2,580.2%0.014%
4/30/2026 Hsbc Holdings PLC10,851$575K0.0%-30.9%0.044%
4/30/2026 Kestra Advisory Services LLC8,744$461K0.0%+677.9%0.035%
4/29/2026 Walser Wealth Management Company A Ltd Liability Co8,412$443K0.2%N/A0.034%
4/28/2026 Ascentis Independent Advisors5,943$313K0.0%N/A0.024%
4/27/2026 New York State Teachers Retirement System26,043$1.37M0.0%-43.3%0.105%
4/25/2026 Pzena Investment Management LLC329,488$17.36M0.1%+0.6%1.322%
4/22/2026 Patriot Financial Group Insurance Agency LLC9,182$484K0.0%N/A0.037%
4/22/2026 Sterling Capital Management LLC802$42K0.0%-42.5%0.003%
4/21/2026 Louisiana State Employees Retirement System11,100$585K0.0%N/A0.045%
4/20/2026 Ritholtz Wealth Management5,057$266K0.0%-4.2%0.020%
4/16/2026 SG Americas Securities LLC40,157$2.12M0.0%+67.2%0.161%
3/20/2026 Hsbc Holdings PLC15,711$828K0.0%-21.5%0.063%
2/19/2026 Invesco Ltd.853,722$45.03M0.0%+4.6%3.426%
2/18/2026 Vident Advisory LLC5,847$308K0.0%-16.1%0.023%
2/18/2026 State of Tennessee Department of Treasury5,615$318K0.0%-7.3%0.023%
2/18/2026 NewEdge Advisors LLC10,040$530K0.0%N/A0.040%
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2/18/2026 Susquehanna Portfolio Strategies LLC25,049$1.32M0.0%+7.3%0.101%
2/18/2026 Quadrature Capital Ltd12,785$674K0.0%+104.9%0.051%
2/18/2026 Numerai GP LLC9,535$503K0.1%N/A0.038%
2/18/2026 Millennium Management LLC163,780$8.64M0.0%-41.3%0.657%
2/18/2026 Man Group plc6,575$347K0.0%+20.2%0.026%
2/18/2026 Engineers Gate Manager LP10,227$539K0.0%N/A0.041%
2/18/2026 Balyasny Asset Management L.P.5,028$265K0.0%-79.8%0.020%
2/18/2026 Boothbay Fund Management LLC10,576$558K0.0%N/A0.042%
2/17/2026 Guggenheim Capital LLC33,436$1.76M0.0%+17.4%0.134%
2/17/2026 AQR Capital Management LLC38,912$2.05M0.0%+27.6%0.156%
2/17/2026 Cetera Investment Advisers13,062$689K0.0%+13.7%0.052%
2/17/2026 Lazard Asset Management LLC7,998$422K0.0%-64.4%0.032%
2/17/2026 Rexford Capital Inc.8,671$457K0.3%+2.4%0.035%
2/17/2026 Jump Financial LLC14,769$779K0.0%-76.3%0.059%
2/17/2026 Price T Rowe Associates Inc. MD28,497$1.50M0.0%+2.7%0.114%
2/17/2026 Osaic Holdings Inc.10,864$575K0.0%+3.1%0.044%
2/17/2026 Russell Investments Group Ltd.28,333$1.50M0.0%+16.6%0.114%
2/17/2026 Captrust Financial Advisors6,315$333K0.0%+4.3%0.025%
2/17/2026 ExodusPoint Capital Management LP17,714$934K0.0%+24.1%0.071%
2/17/2026 Royal Bank of Canada37,936$2.00M0.0%+386.2%0.152%
2/17/2026 Aster Capital Management DIFC Ltd555$29K0.0%+1,634.4%0.002%
2/16/2026 Squarepoint Ops LLC7,483$395K0.0%-88.9%0.030%
2/16/2026 Verition Fund Management LLC20,284$1.07M0.0%N/A0.081%
2/16/2026 Mariner LLC7,377$389K0.0%+37.0%0.030%
2/16/2026Motiv8 Investments LLC3,400$179K0.1%N/A0.014%
2/16/2026 Barclays PLC610,525$32.21M0.0%+5.5%2.450%
2/13/2026 Kestra Advisory Services LLC1,124$59K0.0%N/A0.005%
2/13/2026 The Manufacturers Life Insurance Company 10,564$557K0.0%-6.9%0.042%
2/13/2026 Heritage Wealth Advisors18,356$968K0.0%+1.6%0.074%
2/13/2026 Public Sector Pension Investment Board105,873$5.59M0.0%-4.7%0.425%
2/13/2026 Arkadios Wealth Advisors31,886$1.68M0.0%-1.5%0.128%
2/13/2026 First Trust Advisors LP261,038$13.77M0.0%+13.0%1.048%
2/13/2026 Charles Schwab Investment Management Inc.524,941$27.69M0.0%-3.5%2.107%
2/13/2026 State Street Corp1,443,606$76.15M0.0%-0.4%5.793%
2/13/2026 Martingale Asset Management L P33,614$1.77M0.0%-0.6%0.135%
2/13/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC27,172$1.43M0.0%-9.6%0.109%
2/13/2026 Wells Fargo & Company MN49,249$2.60M0.0%+29.4%0.198%
2/12/2026 Advisors Asset Management Inc.113,298$5.98M0.1%-27.8%0.455%
2/12/2026 MetLife Investment Management LLC13,630$719K0.0%-6.0%0.055%
2/12/2026 Commonwealth Equity Services LLC5,384$284K0.0%-6.2%0.022%
2/12/2026 Ankerstar Wealth LLC705$37K0.0%N/A0.003%
2/12/2026 Dimensional Fund Advisors LP1,782,092$94.01M0.0%+0.0%7.151%
2/12/2026 Bank of Montreal Can8,612$454K0.0%+16.0%0.035%
2/12/2026 Alps Advisors Inc.10,428$550K0.0%-6.2%0.042%
2/12/2026 Swiss National Bank49,100$2.59M0.0%+2.1%0.197%
2/12/2026 Nuveen LLC58,173$3.07M0.0%+48.0%0.233%
2/11/2026 Illinois Municipal Retirement Fund13,033$687K0.0%+2.5%0.052%
2/11/2026 Deutsche Bank AG20,028$1.06M0.0%+4.4%0.080%
2/11/2026 LPL Financial LLC24,709$1.30M0.0%+6.1%0.099%
2/11/2026 Franklin Resources Inc.11,298$596K0.0%+4.2%0.045%
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2/11/2026Brandywine Global Investment Management LLC98,883$5.22M0.0%-3.6%0.397%
2/11/2026 O Shaughnessy Asset Management LLC7,924$418K0.0%-22.7%0.032%
2/11/2026 Hilton Head Capital Partners LLC900$47K0.0%N/A0.004%
2/11/2026 Vestcor Inc33,264$1.76M0.1%+282.7%0.133%
2/11/2026 Sittner & Nelson LLC3,250$188K0.1%+44.4%0.013%
2/10/2026 Goldman Sachs Group Inc.90,378$4.77M0.0%-1.2%0.363%
2/10/2026 AdvisorShares Investments LLC6,106$322K0.1%-9.6%0.025%
2/10/2026 Intech Investment Management LLC102,674$5.42M0.0%+21.4%0.412%
2/10/2026 Foundations Investment Advisors LLC21,682$1.14M0.0%+228.4%0.087%
2/9/2026 Geode Capital Management LLC624,381$32.94M0.0%+0.9%2.506%


UVV Institutional Ownership - Frequently Asked Questions

During the previous two years, 215 institutional investors and hedge funds held shares of Universal. The most heavily invested institutionals were Vanguard Group Inc. ($157.40M), Dimensional Fund Advisors LP ($93.54M), State Street Corp ($76.15M), Invesco Ltd. ($45.03M), Geode Capital Management LLC ($32.94M), Barclays PLC ($32.21M), and Charles Schwab Investment Management Inc. ($27.69M).Learn more on Universal's institutional investors.

81.00% of Universal's stock is owned by institutional investors. Learn more on UVV's institutional investor holdings.

Of the 192 institutional investors that purchased Universal's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Barclays PLC ($587.15K), Invesco Ltd. ($383.16K), Qube Research & Technologies Ltd ($307.59K), Millennium Management LLC ($262.40K), UBS Group AG ($179.53K), Victory Capital Management Inc. ($151.99K), and First Trust Advisors LP ($122.68K).

Institutional investors have bought a total of 2,521,628 shares in the last 24 months. This purchase volume represents approximately $138.44M in transactions.

Of the 66 institutional investors that sold Universal's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: First Trust Advisors LP ($632.28K), Pzena Investment Management LLC ($169.30K), Millennium Management LLC ($115.28K), JPMorgan Chase & Co. ($107.52K), Advisors Asset Management Inc. ($85.12K), Arrowstreet Capital Limited Partnership ($82.85K), and Squarepoint Ops LLC ($60.18K).

Institutional investors have sold a total of 1,661,208 shares in the last 24 months. This volume of shares sold represents approximately $91.34M in transactions.



Institutional ownership data for NYSE:UVV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/21/2026. New 13F filings are added each quarter as they're published.
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