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Universal (UVV) Institutional Ownership

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$53.66 -0.04 (-0.07%)
Closing price 03:59 PM Eastern
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$53.60 -0.05 (-0.10%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Universal (NYSE:UVV)

Current
Institutional Ownership
Percentage
81.00%
Number of
Institutional Buyers
(last 12 months)
149
Total
Institutional Inflows
(last 12 months)
$201.60M
Number of
Institutional Sellers
(last 12 months)
87
Total
Institutional Outflows
(last 12 months)
$158.15M
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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
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%
2/19/2026Invesco Ltd.853,722$45.03M0.0%+4.6%3.426%
2/18/2026Vident Advisory LLC5,847$308K0.0%-16.1%0.023%
2/18/2026State of Tennessee Department of Treasury5,615$318K0.0%-7.3%0.023%
2/18/2026NewEdge Advisors LLC10,040$530K0.0%N/A0.040%
2/18/2026Susquehanna Portfolio Strategies LLC25,049$1.32M0.0%+7.3%0.101%
2/18/2026Quadrature Capital Ltd12,785$674K0.0%+104.9%0.051%
2/18/2026Numerai GP LLC9,535$503K0.1%N/A0.038%
2/18/2026Millennium Management LLC163,780$8.64M0.0%-41.3%0.657%
2/18/2026Man Group plc6,575$347K0.0%+20.2%0.026%
2/18/2026Engineers Gate Manager LP10,227$539K0.0%N/A0.041%
2/18/2026Balyasny Asset Management L.P.5,028$265K0.0%-79.8%0.020%
2/18/2026Boothbay Fund Management LLC10,576$558K0.0%N/A0.042%
2/17/2026Guggenheim Capital LLC33,436$1.76M0.0%+17.4%0.134%
2/17/2026AQR Capital Management LLC38,912$2.05M0.0%+27.6%0.156%
2/17/2026Cetera Investment Advisers13,062$689K0.0%+13.7%0.052%
2/17/2026Lazard Asset Management LLC7,998$422K0.0%-64.4%0.032%
2/17/2026 Rexford Capital Inc.8,671$457K0.3%+2.4%0.035%
2/17/2026Jump Financial LLC14,769$779K0.0%-76.3%0.059%
2/17/2026Price T Rowe Associates Inc. MD28,497$1.50M0.0%+2.7%0.114%
2/17/2026Osaic 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%
2/17/2026Captrust Financial Advisors6,315$333K0.0%+4.3%0.025%
2/17/2026ExodusPoint Capital Management LP17,714$934K0.0%+24.1%0.071%
2/17/2026Royal Bank of Canada37,936$2.00M0.0%+386.2%0.152%
2/17/2026Aster Capital Management DIFC Ltd555$29K0.0%+1,634.4%0.002%
2/16/2026Squarepoint Ops LLC7,483$395K0.0%-88.9%0.030%
2/16/2026Verition Fund Management LLC20,284$1.07M0.0%N/A0.081%
2/16/2026Mariner LLC7,377$389K0.0%+37.0%0.030%
2/16/2026Motiv8 Investments LLC3,400$179K0.1%N/A0.014%
2/16/2026Barclays PLC610,525$32.21M0.0%+5.5%2.450%
2/13/2026 Kestra Advisory Services LLC1,124$59K0.0%N/A0.005%
2/13/2026The Manufacturers Life Insurance Company 10,564$557K0.0%-6.9%0.042%
2/13/2026Heritage Wealth Advisors18,356$968K0.0%+1.6%0.074%
2/13/2026Public Sector Pension Investment Board105,873$5.59M0.0%-4.7%0.425%
2/13/2026Arkadios Wealth Advisors31,886$1.68M0.0%-1.5%0.128%
2/13/2026First Trust Advisors LP261,038$13.77M0.0%+13.0%1.048%
2/13/2026Charles Schwab Investment Management Inc.524,941$27.69M0.0%-3.5%2.107%
2/13/2026State Street Corp1,443,606$76.15M0.0%-0.4%5.793%
2/13/2026Martingale Asset Management L P33,614$1.77M0.0%-0.6%0.135%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC27,172$1.43M0.0%-9.6%0.109%
2/13/2026Wells Fargo & Company MN49,249$2.60M0.0%+29.4%0.198%
2/12/2026Advisors Asset Management Inc.113,298$5.98M0.1%-27.8%0.455%
2/12/2026MetLife Investment Management LLC13,630$719K0.0%-6.0%0.055%
2/12/2026 Commonwealth Equity Services LLC5,384$284K0.0%-6.2%0.022%
2/12/2026Ankerstar Wealth LLC705$37K0.0%N/A0.003%
2/12/2026 Dimensional Fund Advisors LP1,782,092$94.01M0.0%+0.0%7.151%
2/12/2026Bank 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%
2/11/2026Franklin Resources Inc.11,298$596K0.0%+4.2%0.045%
2/11/2026Brandywine Global Investment Management LLC98,883$5.22M0.0%-3.6%0.397%
2/11/2026O Shaughnessy Asset Management LLC7,924$418K0.0%-22.7%0.032%
2/11/2026 Hilton Head Capital Partners LLC900$47K0.0%N/A0.004%
2/11/2026Vestcor Inc33,264$1.76M0.1%+282.7%0.133%
2/11/2026Sittner & Nelson LLC3,250$188K0.1%+44.4%0.013%
2/10/2026Goldman 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%
2/10/2026Foundations Investment Advisors LLC21,682$1.14M0.0%+228.4%0.087%
2/9/2026Geode Capital Management LLC624,381$32.94M0.0%+0.9%2.506%
2/9/2026Jefferies Financial Group Inc.13,946$736K0.0%-12.3%0.056%
2/6/2026 Pzena Investment Management LLC327,678$17.29M0.1%-2.9%1.315%
2/6/2026 PNC Financial Services Group Inc.3,114$164K0.0%+7.9%0.012%
2/6/2026Larson Financial Group LLC4,098$216K0.0%+2,526.9%0.016%
2/6/2026 ProShare Advisors LLC119,285$6.29M0.0%+1.3%0.479%
2/6/2026 HighTower Advisors LLC6,035$318K0.0%-5.2%0.024%
2/3/2026 Navellier & Associates Inc.61,696$3.25M0.4%-11.5%0.248%
2/2/2026Horizon Investments LLC11,533$599K0.0%+10.9%0.046%
1/30/2026 Sigma Planning Corp7,089$374K0.0%+7.5%0.028%
1/30/2026 New York State Teachers Retirement System45,960$2.42M0.0%-0.5%0.184%
1/29/2026 UBS Group AG312,787$16.50M0.0%+98.5%1.255%
1/29/2026 Teachers Retirement System of The State of Kentucky6,252$330K0.0%-11.0%0.025%
1/29/2026Vanguard Group Inc.2,983,924$157.40M0.0%+1.2%11.974%
1/28/2026 Arizona State Retirement System6,955$367K0.0%-5.2%0.028%
1/27/2026Zurcher Kantonalbank Zurich Cantonalbank9,273$489K0.0%+135.8%0.037%
1/26/2026CWM LLC1,830$97K0.0%+20.2%0.007%
1/23/2026 Farther Finance Advisors LLC466$25K0.0%+75.2%0.002%


UVV Institutional Ownership - Frequently Asked Questions

During the previous two years, 221 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 200 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), Boston Partners ($308.49K), Qube Research & Technologies Ltd ($307.59K), Millennium Management LLC ($262.40K), UBS Group AG ($179.53K), and Victory Capital Management Inc. ($151.99K).

Institutional investors have bought a total of 3,592,878 shares in the last 24 months. This purchase volume represents approximately $201.60M in transactions.

Of the 87 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 ($745.44K), Pzena Investment Management LLC ($584.16K), Invesco Ltd. ($323.51K), Goldman Sachs Group Inc. ($177.74K), Millennium Management LLC ($115.28K), Advisors Asset Management Inc. ($113.86K), and JPMorgan Chase & Co. ($107.52K).

Institutional investors have sold a total of 2,809,365 shares in the last 24 months. This volume of shares sold represents approximately $158.15M in transactions.



This page (NYSE:UVV) was last updated on 5/11/2026 by MarketBeat.com Staff.
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