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Universal (UVV) Institutional Ownership

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$42.11 +0.43 (+1.03%)
As of 11:03 AM 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)
116
Total
Institutional Inflows
(last 12 months)
$136.83M
Number of
Institutional Sellers
(last 12 months)
64
Total
Institutional Outflows
(last 12 months)
$91.34M
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UVV Institutional Buying and Selling by Quarter

Universal Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2026Sequoia Financial Advisors LLC5,331$278K0.0%N/A0.021%
9/9/2026Engineers Gate Manager LP5,440$284K0.0%N/A0.022%
9/9/2026Squarepoint Ops LLC23,201$1.21M0.0%+53.0%0.093%
8/26/2026HighTower Advisors LLC6,303$329K0.0%-25.5%0.025%
8/21/2026iSAM Funds UK Ltd4,200$219K0.2%N/A0.017%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC23,690$1.24M0.0%+18.0%0.095%
8/19/2026Navellier & Associates Inc.10,104$527K0.0%-82.9%0.041%
7/7/2026GAMMA Investing LLC3,980$208K0.0%+30.9%0.016%
7/7/2026CoreCap Advisors LLC23,641$1.23M0.0%+2.7%0.095%
5/19/2026Bank of America Corp DE65,906$3.47M0.0%+21.2%0.264%
5/19/2026Edgestream Partners L.P.9,640$508K0.0%N/A0.039%
5/19/2026Arkadios Wealth Advisors37,283$1.97M0.0%+16.9%0.150%
5/18/2026Sunbelt Securities Inc.2,241$118K0.0%-18.9%0.009%
5/18/2026Royal Bank of Canada37,144$1.96M0.0%-2.1%0.149%
5/16/2026The Manufacturers Life Insurance Company10,333$545K0.0%-2.2%0.041%
5/16/2026Quantinno Capital Management LP17,890$943K0.0%+26.8%0.072%
5/16/2026Lazard Asset Management LLC5,908$311K0.0%-26.1%0.024%
5/14/2026Renaissance Technologies LLC80,071$4.22M0.0%N/A0.321%
5/14/2026Sei Investments Co.28,189$1.49M0.0%+77.3%0.113%
5/13/2026Cetera Investment Advisers15,217$802K0.0%+16.5%0.061%
5/13/2026First Trust Advisors LP353,655$18.64M0.0%+35.5%1.419%
5/8/2026PNC Financial Services Group Inc.2,788$147K0.0%-10.5%0.011%
5/7/2026Dimensional Fund Advisors LP1,774,857$93.54M0.0%-0.4%7.121%
5/6/2026Bessemer Group Inc.518$27K0.0%+67.1%0.002%
5/5/2026Bank of New York Mellon Corp333,423$17.57M0.0%-6.2%1.338%
5/5/2026Sigma Planning Corp10,149$535K0.0%+43.2%0.041%
5/4/2026Principal Financial Group Inc.121,109$6.38M0.0%+2.0%0.486%
5/1/2026Fifth Third Bancorp3,377$178K0.0%+2,580.2%0.014%
4/30/2026Hsbc Holdings PLC10,851$575K0.0%-30.9%0.044%
4/30/2026Kestra Advisory Services LLC8,744$461K0.0%+677.9%0.035%
4/29/2026Walser Wealth Management Company A Ltd Liability Co8,412$443K0.2%N/A0.034%
4/28/2026Ascentis Independent Advisors5,943$313K0.0%N/A0.024%
4/27/2026New York State Teachers Retirement System26,043$1.37M0.0%-43.3%0.105%
4/25/2026Pzena Investment Management LLC329,488$17.36M0.1%+0.6%1.322%
4/22/2026Patriot Financial Group Insurance Agency LLC9,182$484K0.0%N/A0.037%
4/22/2026Sterling Capital Management LLC802$42K0.0%-42.5%0.003%
4/21/2026Louisiana State Employees Retirement System11,100$585K0.0%N/A0.045%
4/20/2026Ritholtz Wealth Management5,057$266K0.0%-4.2%0.020%
4/16/2026SG Americas Securities LLC40,157$2.12M0.0%+67.2%0.161%
3/20/2026Hsbc Holdings PLC15,711$828K0.0%-21.5%0.063%
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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%
2/17/2026Rexford 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%
2/17/2026Russell 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%
2/13/2026Kestra 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%
2/12/2026Commonwealth Equity Services LLC5,384$284K0.0%-6.2%0.022%
2/12/2026Ankerstar Wealth LLC705$37K0.0%N/A0.003%
2/12/2026Dimensional 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%
2/12/2026Alps Advisors Inc.10,428$550K0.0%-6.2%0.042%
2/12/2026Swiss National Bank49,100$2.59M0.0%+2.1%0.197%
2/12/2026Nuveen LLC58,173$3.07M0.0%+48.0%0.233%
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2/11/2026Illinois Municipal Retirement Fund13,033$687K0.0%+2.5%0.052%
2/11/2026Deutsche Bank AG20,028$1.06M0.0%+4.4%0.080%
2/11/2026LPL 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%
2/11/2026Hilton 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%


UVV Institutional Ownership - Frequently Asked Questions

During the previous two years, 216 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 193 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 Squarepoint Ops LLC ($123.96K).

Institutional investors have bought a total of 2,495,860 shares in the last 24 months. This purchase volume represents approximately $136.83M in transactions.

Of the 64 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 1,661,545 shares in the last 24 months. This volume of shares sold represents approximately $91.34M in transactions.


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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 9/9/2026. New 13F filings are added each quarter as they're published.
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