Universal (UVV) Institutional Ownership

$51.91
+0.04 (+0.08%)
(As of 04/24/2024 ET)

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

Current
Institutional Ownership
Percentage
81.00%
Number of
Institutional Buyers
(last 12 months)
64
Total
Institutional Inflows
(last 12 months)
$140.52M
Number of
Institutional Sellers
(last 12 months)
62
Total
Institutional Outflows
(last 12 months)
$32.37M
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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
4/19/2024Insight Folios Inc112,210$5.80M2.4%+4.1%0.457%
4/18/2024Allspring Global Investments Holdings LLC32,643$1.69M0.0%-18.5%0.133%
4/5/2024 First Hawaiian Bank14,063$727K0.0%+13.9%0.057%
3/25/2024Quadrature Capital Ltd16,089$1.08M0.0%+17.5%0.065%
3/22/2024PNC Financial Services Group Inc.1,596$107K0.0%-16.2%0.006%
3/11/2024Vanguard Group Inc.2,943,146$198.13M0.0%-0.5%11.979%
2/14/2024Quadrature Capital Ltd16,089$1.08M0.0%+17.5%0.065%
2/12/2024Parallel Advisors LLC620$42K0.0%-48.8%0.003%
2/12/2024Chesapeake Capital Corp IL15,366$1.03M0.8%N/A0.063%
2/9/2024Pzena Investment Management LLC1,087,062$73.18M0.3%-2.7%4.426%
2/9/2024Franklin Resources Inc.22,318$1.50M0.0%-5.4%0.091%
2/9/2024Trexquant Investment LP24,414$1.64M0.0%N/A0.099%
2/8/2024Independent Advisor Alliance3,264$220K0.0%N/A0.013%
2/8/2024Taylor Hoffman Wealth Management8,172$550K0.2%N/A0.033%
2/8/2024Quadrant Capital Group LLC383$26K0.0%+242.0%0.002%
2/7/2024Principal Financial Group Inc.127,942$8.61M0.0%-3.6%0.521%
2/7/2024AlphaStar Capital Management LLC16,139$1.09M0.1%-29.6%0.066%
2/7/2024Dimensional Fund Advisors LP1,906,609$128.35M0.0%+0.6%7.763%
2/7/2024Jump Financial LLC17,807$1.20M0.0%+68.0%0.073%
2/7/2024BNP Paribas Financial Markets6,682$450K0.0%-21.9%0.027%
2/7/2024Teacher Retirement System of Texas12,188$820K0.0%+1.8%0.050%
2/6/2024Charles Schwab Investment Management Inc.483,175$32.53M0.0%+1.2%1.967%
2/6/2024First National Trust Co9,752$657K0.0%+93.4%0.040%
2/6/2024Amalgamated Bank8,965$604K0.0%-6.0%0.037%
2/6/2024Swiss National Bank48,600$3.27M0.0%-10.3%0.198%
2/5/2024Victory Capital Management Inc.378,376$25.47M0.0%+8.0%1.541%
2/2/2024Truist Financial Corp5,195$350K0.0%-11.9%0.021%
2/2/2024Disciplined Equity Management Inc.2,000$135K0.1%N/A0.008%
2/1/2024Illinois Municipal Retirement Fund13,593$915K0.0%-3.0%0.055%
2/1/2024 CWM LLC655$44K0.0%+71.9%0.003%
1/31/2024Daiwa Securities Group Inc.3,646$245K0.0%-12.4%0.015%
1/29/2024Louisiana State Employees Retirement System12,300$828K0.0%N/A0.050%
1/29/2024ORG Partners LLC5,744$387K0.1%+4,318.5%0.023%
1/26/2024Cerity Partners LLC19,999$1.35M0.0%N/A0.081%
1/25/2024Allspring Global Investments Holdings LLC40,047$2.70M0.0%-30.7%0.163%
1/25/2024Nisa Investment Advisors LLC24,017$1.62M0.0%-7.7%0.098%
1/24/2024Mirae Asset Global Investments Co. Ltd.267,286$17.99M0.0%-2.7%1.088%
1/24/2024New York State Teachers Retirement System47,288$3.18M0.0%-1.4%0.193%
1/24/2024 International Assets Investment Management LLC3,097$208K0.0%+6,632.6%0.013%
1/24/2024SteelPeak Wealth LLC4,467$301K0.0%-4.5%0.018%
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1/23/2024DAVENPORT & Co LLC171,627$11.55M0.1%-22.4%0.699%
1/19/2024State of Alaska Department of Revenue15,109$1.02M0.0%-1.5%0.062%
1/19/2024Fulcrum Equity Management7,572$510K0.6%-14.0%0.031%
1/18/2024Global Retirement Partners LLC2,103$142K0.0%+356.2%0.009%
1/18/2024Blue Trust Inc.725$49K0.0%+81.3%0.003%
1/16/2024Pacer Advisors Inc.1,057,449$71.19M0.2%N/A4.306%
1/16/2024Raymond James & Associates23,500$1.58M0.0%-5.0%0.096%
1/16/2024CoreCap Advisors LLC15,766$1.06M0.1%+11.6%0.064%
1/13/2024Insight Folios Inc107,741$7.25M3.1%+4.5%0.439%
1/12/2024 Adams Asset Advisors LLC151,106$10.17M1.4%-13.5%0.615%
1/12/2024LVM Capital Management Ltd. MI4,400$296K0.0%-10.2%0.018%
1/10/2024Sound Income Strategies LLC465$31K0.0%N/A0.002%
1/5/2024Exchange Traded Concepts LLC27,331$1.84M0.0%+0.8%0.111%
12/18/2023Gladius Capital Management LP712$34K0.0%+57.5%0.003%
12/18/2023Vanguard Group Inc.2,958,179$139.66M0.0%0.0%12.045%
12/6/2023Citigroup Inc.13,110$619K0.0%-42.4%0.053%
11/15/2023Alps Advisors Inc.12,061$569K0.0%N/A0.049%
11/15/2023Advisors Asset Management Inc.231,671$10.94M0.2%-0.8%0.943%
11/14/2023Quadrature Capital Ltd13,692$646K0.0%+220.9%0.056%
11/13/2023Brandywine Global Investment Management LLC80,395$3.80M0.0%-0.6%0.327%
11/13/2023Invesco Ltd.1,139,598$53.80M0.0%+21.7%4.640%
11/13/2023Grantham Mayo Van Otterloo & Co. LLC47,362$2.24M0.0%-49.9%0.193%
11/13/2023Kestra Advisory Services LLC6,112$289K0.0%+25.7%0.025%
11/9/2023Rhumbline Advisers67,502$3.19M0.0%-9.9%0.275%
11/9/2023Pzena Investment Management LLC1,117,463$52.76M0.2%+19.0%4.550%
11/9/2023Navellier & Associates Inc.79,983$3.78M0.6%-7.0%0.326%
11/9/2023Deutsche Bank AG11,916$563K0.0%+14.3%0.049%
11/9/2023Citigroup Inc.13,110$619K0.0%-42.4%0.053%
11/9/2023Commonwealth of Pennsylvania Public School Empls Retrmt SYS16,471$778K0.0%-40.7%0.067%
11/9/2023Texas Permanent School Fund Corp20,924$988K0.0%-3.2%0.085%
11/9/2023Mutual of America Capital Management LLC4,318$204K0.0%-10.0%0.018%
11/9/2023UBS Group AG58,006$2.74M0.0%-26.9%0.236%
11/8/2023HighTower Advisors LLC8,478$409K0.0%+4.3%0.034%
11/8/2023AlphaStar Capital Management LLC22,934$1.08M0.1%-9.9%0.093%
11/8/2023Charles Schwab Investment Management Inc.477,245$22.53M0.0%+1.6%1.937%
11/8/2023Swiss National Bank54,200$2.56M0.0%+1.3%0.220%
11/8/2023Amalgamated Bank9,542$450K0.0%-3.0%0.039%
11/8/2023New York Life Investment Management LLC6,732$318K0.0%-13.6%0.027%
11/7/2023Barclays PLC11,605$548K0.0%-11.8%0.047%
11/7/2023Jump Financial LLC10,600$500K0.0%+50.4%0.043%
11/6/2023Illinois Municipal Retirement Fund14,014$662K0.0%N/A0.057%
11/6/2023Victory Capital Management Inc.350,360$16.54M0.0%+18.5%1.422%
11/3/2023SteelPeak Wealth LLC4,676$221K0.0%+13.9%0.019%
11/2/2023Principal Financial Group Inc.132,665$6.26M0.0%-4.9%0.538%
11/2/2023Nisa Investment Advisors LLC26,017$1.23M0.0%-15.6%0.106%
11/1/2023Daiwa Securities Group Inc.4,164$197K0.0%+114.6%0.017%
10/31/2023Teacher Retirement System of Texas11,972$565K0.0%-62.1%0.049%
10/31/2023AlphaMark Advisors LLC600$28K0.0%-40.0%0.002%
10/30/2023Yousif Capital Management LLC7,377$348K0.0%-8.6%0.030%
10/27/2023Allspring Global Investments Holdings LLC57,810$2.73M0.0%+17,471.4%0.235%
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10/27/2023Oregon Public Employees Retirement Fund7,339$346K0.0%-3.9%0.030%
10/26/2023Advisor Partners II LLC4,723$223K0.0%-14.4%0.019%
10/26/2023Mirae Asset Global Investments Co. Ltd.274,780$12.97M0.0%+4.2%1.115%
10/25/2023Zurcher Kantonalbank Zurich Cantonalbank5,418$256K0.0%+8.4%0.022%
10/24/2023Bank of New York Mellon Corp395,807$18.69M0.0%-6.2%1.606%
10/24/2023Maryland State Retirement & Pension System9,075$428K0.0%-5.1%0.037%
10/18/2023Exchange Traded Concepts LLC27,116$1.28M0.0%+3.7%0.110%
10/17/2023DAVENPORT & Co LLC221,035$10.44M0.1%+1.3%0.897%
10/16/2023State of Alaska Department of Revenue15,340$724K0.0%-5.1%0.062%
10/13/2023SG Americas Securities LLC10,269$485K0.0%N/A0.042%
(Data available from 1/1/2016 forward)

UVV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UVV shares?

During the previous two years, 153 institutional investors and hedge funds held shares of Universal. The most heavily invested institutionals were Vanguard Group Inc. ($198.13M), Dimensional Fund Advisors LP ($128.35M), Pzena Investment Management LLC ($73.18M), Pacer Advisors Inc. ($71.19M), Invesco Ltd. ($53.80M), Charles Schwab Investment Management Inc. ($32.53M), and Victory Capital Management Inc. ($25.47M).Learn more on UVV's institutional investors.

What percentage of Universal stock is owned by institutional investors?

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

Which institutional investors have been buying Universal stock?

Of the 119 institutional investors that purchased Universal stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Pacer Advisors Inc. ($1.06M), Pzena Investment Management LLC ($414.93K), Victory Capital Management Inc. ($255.64K), Invesco Ltd. ($203.51K), Dimensional Fund Advisors LP ($95.03K), ProShare Advisors LLC ($66.72K), and Allspring Global Investments Holdings LLC ($60.12K).

How much institutional buying is happening at Universal?

Institutional investors have bought a total of 3,180,589 shares in the last 24 months. This purchase volume represents approximately $182.40M in transactions.

Which Universal major shareholders have been selling company stock?

Of the 93 institutional investors that sold Universal stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Boston Partners ($403.72K), LSV Asset Management ($317.67K), Victory Capital Management Inc. ($216.85K), Pzena Investment Management LLC ($211.36K), Grantham Mayo Van Otterloo & Co. LLC ($131.49K), Renaissance Technologies LLC ($110.80K), and SG Americas Securities LLC ($92.26K).

How much institutional selling is happening at Universal?

Institutional investors have sold a total of 2,306,157 shares in the last 24 months. This volume of shares sold represents approximately $120.40M in transactions.


This page (NYSE:UVV) was last updated on 4/24/2024 by MarketBeat.com Staff

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