UniversalUVV

13F holders, Q1 2024 (March 31)
215holders
6famous investors
$51.72avg. 13F price*

At the end of Q1 2024, 215 institutions reported holding Universal Corp. (UVV) in their 13F filings. The largest holders were BlackRock Inc. ($202.8M), Vanguard Group Inc. ($152.5M) and Dimensional Fund Advisors LP ($100.8M). 6 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Universal Corp.
CUSIP
913456109
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 215Q1 2024Q2 2024: 213Q2 2024Q3 2024: 224Q3 2024Q4 2024: 213Q4 2024Q1 2025: 218Q1 2025Q2 2025: 239Q2 2025Q3 2025: 230Q3 2025Q4 2025: 227Q4 2025Q1 2026: 231Q1 2026Q2 2026: 231Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions32$29.6M
Exits18$77.2M

Ownership 215 holders

BlackRock Inc. 0.00% Reduce -1.3% 3,921,276 $202.8M
Vanguard Group Inc. 0.00% Add +0.2% 2,948,637 $152.5M
Dimensional Fund Advisors LP 0.03% Add +2.2% 1,948,677 $100.8M
State Street Corp. 0.00% Reduce -20.4% 1,175,764 $60.8M
Pzena Investment Management LLC 0.19% Reduce -1.6% 1,069,964 $55.3M
Invesco Ltd. 0.01% Add +9.8% 979,922 $50.7M
Geode Capital Management, LLC 0.00% Add +4.1% 541,631 $28.0M
Charles Schwab Investment Management Inc. 0.01% Add +4.1% 502,877 $26.0M
Bank of New York Mellon Corp 0.00% Reduce -3.5% 394,037 $20.4M
Morgan Stanley 0.00% Reduce -4.2% 313,151 $16.2M
Renaissance Technologies 0.02% Add +4.9% 276,811 $14.3M
Mirae Asset Global Investments Co., Ltd. 0.03% Reduce -1.4% 263,479 $13.7M
Northern Trust Corp. 0.00% Reduce -1.1% 252,467 $13.1M
Boston Partners 0.01% New 238,262 $12.3M
Advisors Asset Management, Inc. 0.21% Reduce -1.9% 211,555 $10.9M
First Trust Advisors LP 0.01% Reduce -10.4% 209,772 $10.8M
Victory Capital Management Inc. 0.01% Reduce -48.0% 196,709 $10.2M
DAVENPORT & Co LLC 0.06% Reduce -0.3% 171,157 $8.9M
Prudential Financial Inc. 0.01% Add +48.9% 163,172 $8.4M
ProShare Advisors LLC 0.02% Add +17.6% 161,589 $8.4M
Adams Asset Advisors, LLC 1.04% No change 151,106 $7.8M
Bank of America Corp. 0.00% Add +266.4% 149,483 $7.7M
Principal Financial Group Inc. 0.00% Add +3.8% 132,768 $6.9M
Insight Folios Inc 2.35% Add +4.2% 112,210 $5.8M
Goldman Sachs Group Inc. 0.00% Add +7.8% 103,024 $5.3M
Ameriprise Financial Inc. 0.00% Reduce -3.3% 98,400 $5.1M
Millennium Management 0.00% Add +790.0% 93,569 $4.8M
Brandywine Global Investment Management, LLC 0.03% Add +16.4% 84,521 $4.4M
Nuveen Asset Management, LLC 0.00% Reduce -1.9% 84,119 $4.4M
HRT Financial LP 0.02% New 78,175 $4.0M
Navellier & Associates Inc. 0.48% Reduce -6.6% 74,773 $3.9M
JPMorgan Chase & Co. 0.00% Add +5.3% 73,869 $3.8M
Qube Research & Technologies Ltd 0.01% Add +1095.9% 71,347 $3.7M
UBS Group AG 0.00% Add +19.1% 69,761 $3.6M
Legal & General Group Plc 0.00% Reduce -0.4% 68,321 $3.5M
Rhumbline Advisers 0.00% Add +0.3% 67,396 $3.5M
Jane Street Group, LLC 0.00% New 62,912 $3.3M
Wintrust Investments LLC 0.25% Add +6.9% 54,255 $2.8M
O'shaughnessy Asset Management, LLC 0.03% Add +183.0% 53,600 $2.8M
Public Sector Pension Investment Board 0.02% Reduce -1.2% 50,370 $2.6M
Swiss National Bank 0.00% No change 48,600 $2.5M
New York State Teachers Retirement System 0.01% Add +0.2% 47,388 $2.5M
Two Sigma Advisers, LP 0.01% Reduce -39.6% 45,500 $2.4M
AQR Capital Management 0.00% Reduce -0.5% 44,418 $2.3M
Two Sigma Investments, LP 0.00% Add +159.5% 36,794 $1.9M
Credit Suisse AG/ 0.00% Add +17.4% 35,256 $1.8M
Citadel Advisors 0.00% Add +59233.3% 33,820 $1.7M
Allspring Global Investments Holdings, LLC 0.00% Reduce -18.5% 32,643 $1.7M
Tudor Investment Corporation 0.02% New 29,805 $1.5M
Exchange Traded Concepts, LLC 0.04% Add +7.8% 29,473 $1.5M
Martingale Asset Management L P 0.03% Reduce -0.4% 28,348 $1.5M
Cubist Systematic Strategies, LLC 0.02% New 26,584 $1.4M
Alliancebernstein L.P. 0.00% Reduce -10.3% 26,314 $1.4M
Guggenheim Capital LLC 0.01% Add +18.9% 24,591 $1.3M
Creative Planning 0.00% Add +35.0% 24,002 $1.2M
Susquehanna Portfolio Strategies, LLC 0.03% Reduce -8.4% 23,158 $1.2M
Nisa Investment Advisors, LLC 0.01% Reduce -4.1% 23,038 $1.2M
Raymond James & Associates 0.00% Reduce -2.0% 23,018 $1.2M
Franklin Resources Inc. 0.00% Reduce -1.1% 22,071 $1.1M
Barclays PLC 0.00% Reduce -42.5% 21,776 $1.1M
Heritage Wealth Advisors 0.05% Add +0.5% 21,731 $1.1M
Texas Permanent School Fund Corp. 0.01% Add +1.4% 21,506 $1.1M
Thrivent Financial for Lutherans 0.00% Reduce -2.6% 21,318 $1.1M
Citigroup Inc. 0.00% Add +17.6% 20,836 $1.1M
Cerity Partners LLC 0.00% Add +2.9% 20,579 $1.1M
CANADA LIFE ASSURANCE Co 0.00% Add +8.6% 19,820 $1.0M
Allianz Asset Management GmbH 0.00% Add +11.4% 18,963 $981K
Wells Fargo & Company 0.00% Add +3.8% 18,869 $976K
Neuberger Berman Group LLC 0.00% Add +0.6% 18,801 $972K
LPL Financial LLC 0.00% Reduce -3.9% 17,681 $914K
Capstone Investment Advisors, LLC 0.03% New 17,453 $903K
T. Rowe Price Associates Inc. 0.00% Add +5.3% 17,383 $900K
CoreCap Advisors, LLC 0.05% Add +7.2% 16,895 $874K
Alps Advisors Inc. 0.01% Add +17.9% 16,556 $856K
Susquehanna International Group, LLP 0.00% Reduce -33.0% 16,358 $846K
Voya Investment Management LLC 0.00% Reduce -5.9% 15,812 $818K
XTX Topco Ltd 0.11% New 15,345 $794K
State of Alaska, Department of Revenue 0.01% Reduce -0.9% 14,970 $774K
First National Trust Co 0.03% Add +53.4% 14,959 $774K
Brandywine Trust Co. 0.13% No change 14,907 $771K
First Hawaiian Bank 0.02% Add +13.9% 14,063 $727K
State of Tennessee, Department of Treasury 0.00% Reduce -2.5% 13,583 $703K
Illinois Municipal Retirement Fund 0.01% Reduce -2.3% 13,286 $687K
American International Group, Inc. 0.00% Reduce -0.9% 13,030 $674K
MetLife Investment Management, LLC 0.00% No change 12,796 $662K
Deutsche Bank AG 0.00% Add +9.4% 12,742 $659K
Teacher Retirement System of Texas 0.00% Add +4.3% 12,713 $658K
Ritholtz Wealth Management 0.02% New 12,326 $638K
Louisiana State Employees Retirement System 0.01% Reduce -0.8% 12,200 $631K
Osaic Holdings, Inc. 0.00% Reduce -29.1% 12,047 $628K
BNP Paribas Financial Markets 0.00% Add +80.1% 12,034 $622K
Cambridge Investment Research Advisors, Inc. 0.00% Add +0.9% 11,900 $615K
Manufacturers Life Insurance Company, The 0.00% Add +0.5% 11,890 $615K
Chesapeake Capital Corp. 0.44% Reduce -25.7% 11,421 $591K
Royce & Associates LP 0.01% New 11,105 $574K
Janus Henderson Group PLC 0.00% Add +0.0% 10,885 $563K
Quadrature Capital Ltd 0.01% Reduce -33.7% 10,666 $551K
ExodusPoint Capital Management, LP 0.01% New 10,641 $550K
Quantbot Technologies LP 0.03% New 10,334 $534K
New York State Common Retirement Fund 0.00% No change 9,800 $507K
GMO 0.00% Reduce -74.3% 9,259 $479K
Jump Financial, LLC 0.01% Reduce -48.1% 9,245 $478K
Krane Funds Advisors LLC 0.02% New 9,373 $476K
HighTower Advisors, LLC 0.00% Add +8.6% 9,128 $474K
Lazard Asset Management LLC 0.00% Add +687.6% 9,073 $469K
Freestone Capital Holdings, LLC 0.02% New 9,000 $465K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 8,930 $462K
Fulcrum Equity Management 0.52% Add +13.6% 8,602 $445K
Maryland State Retirement & Pension System 0.01% No change 8,926 $444K
Versor Investments LP 0.09% New 8,500 $440K
Royal Bank of Canada 0.00% Reduce -37.4% 8,420 $435K
Taylor Hoffman Wealth Management 0.18% Add +0.3% 8,201 $424K
CIBC Private Wealth Group LLC 0.00% No change 8,300 $423K
AlphaStar Capital Management, LLC 0.04% Reduce -49.4% 8,161 $422K
Teachers Retirement System of the State of Kentucky 0.00% No change 7,827 $405K
Amalgamated Bank 0.00% Reduce -14.4% 7,674 $397K
Aquatic Capital Management LLC 0.01% New 7,600 $393K
New York Life Investment Management LLC 0.00% Add +7.8% 7,091 $367K
Cambria Investment Management, L.P. 0.02% Reduce -5.7% 7,051 $365K
Keene & Associates, Inc. 0.26% Add +2.9% 6,785 $351K
Arizona State Retirement System 0.00% Reduce -2.0% 6,749 $349K
Oregon Public Employees Retirement Fund 0.01% Reduce -7.6% 6,597 $341K
Comerica Bank 0.00% Reduce -13.4% 6,592 $341K
Daiwa Securities Group Inc. 0.00% Add +76.0% 6,417 $332K
Yousif Capital Management, LLC 0.00% Reduce -13.4% 6,307 $326K
Mackenzie Financial Corp. 0.00% No change 6,175 $319K
Mariner, LLC 0.00% Reduce -14.5% 5,793 $300K
Lowe Brockenbrough & Co. Inc. 0.02% No change 5,688 $294K
Engineers Gate Manager LP 0.01% New 5,515 $285K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 5,418 $280K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Add +0.1% 5,307 $274K
Truist Financial Corp. 0.00% No change 5,195 $269K
Thompson Siegel & Walmsley LLC 0.00% No change 5,000 $259K
Captrust Financial Advisors 0.00% Reduce -26.8% 4,963 $257K
AE Wealth Management LLC 0.00% Reduce -0.2% 4,933 $255K
HSBC Holdings PLC 0.00% New 4,670 $242K
Pathstone Holdings, LLC 0.00% Reduce -5.6% 4,644 $240K
Vident Advisory, LLC 0.00% Reduce -0.9% 4,544 $235K
Dark Forest Capital Management LP 0.04% New 4,529 $234K
SteelPeak Wealth, LLC 0.01% Reduce -0.9% 4,426 $229K
Baird Financial Group, Inc. 0.00% No change 4,386 $227K
Kestra Advisory Services, LLC 0.00% Add +4.5% 4,343 $225K
Mutual of America Capital Management LLC 0.00% Reduce -1.5% 4,234 $219K
Public Employees Retirement Association of Colorado 0.00% No change 4,088 $211K
LVM Capital Management Ltd. 0.02% Reduce -11.4% 3,900 $202K
Point72 Asia (Singapore) Pte. Ltd. 0.05% New 3,652 $189K
Russell Investments Group, Ltd. 0.00% Add +6325.9% 3,470 $179K
Vestcor Inc 0.01% No change 3,086 $160K
Sunbelt Securities, Inc. 0.02% Reduce -1.3% 3,055 $158K
EntryPoint Capital, LLC 0.14% New 3,008 $156K
SG Americas Securities, LLC 0.00% New 2,743 $142K
Ameritas Investment Partners, Inc. 0.00% No change 2,397 $124K
FMR LLC 0.00% Reduce -16.2% 2,331 $121K
Global Retirement Partners, LLC 0.00% Reduce -8.2% 1,931 $100K
Catalyst Funds Management Pty Ltd 0.03% — 1,800 $93K
PNC Financial Services Group, Inc. 0.00% Add +5.4% 1,682 $87K
Sittner & Nelson, LLC 0.04% No change 1,634 $85K
Point72 (DIFC) Ltd 0.01% — 1,403 $73K
Metropolitan Life Insurance Co 0.00% Reduce -8.3% 1,274 $66K
Public Employees Retirement System of Ohio 0.00% Add +1.4% 1,175 $61K
PEAK6 Investments LLC 0.00% New 953 $49K
ORG Partners LLC 0.09% Reduce -84.2% 907 $46K
Colonial Trust Advisors 0.00% No change 800 $41K
Salomon & Ludwin, LLC 0.00% No change 763 $39K
KBC Group NV 0.00% No change 723 $37K
Cwm, LLC 0.00% Add +6.4% 697 $36K
Parkside Financial Bank & Trust 0.01% New 666 $34K
Signaturefd, LLC 0.00% Reduce -12.6% 636 $33K
AlphaMark Advisors, LLC 0.01% No change 600 $31K
Parallel Advisors, LLC 0.00% Reduce -5.5% 586 $30K
Gladius Capital Management LP 0.03% New 582 $30K
Sound Income Strategies, LLC 0.00% Add +1.5% 472 $24K
Private Trust Co. NA 0.00% No change 456 $24K
PSI Advisors, LLC 0.01% No change 437 $23K
Blue Trust, Inc. 0.00% Reduce -42.1% 420 $22K
US Bancorp \de 0.00% Reduce -0.8% 381 $20K
Steward Partners Investment Advisory, LLC 0.00% No change 350 $18K
Whittier Trust Co. 0.00% No change 343 $18K
Allworth Financial LP 0.00% Reduce -0.9% 313 $16K
Quadrant Capital Group LLC 0.00% Reduce -20.6% 304 $16K
GAMMA Investing LLC 0.00% Reduce -1.6% 303 $16K
Delta Asset Management LLC 0.00% No change 300 $16K
Bogart Wealth, LLC 0.00% No change 300 $16K
Salem Investment Counselors Inc. 0.00% New 300 $16K
Nomura Asset Management Co. Ltd. 0.00% No change 280 $14K
Tower Research Capital LLC (TRC) 0.00% Reduce -96.4% 243 $13K
Beaird Harris Wealth Management, LLC 0.00% No change 200 $10K
Lindbrook Capital, LLC 0.00% No change 175 $9K
Simplex Trading, LLC 0.00% Reduce -95.4% 188 $9K
Principal Securities, Inc. 0.00% No change 167 $9K
Bessemer Group Inc. 0.00% Add +1.5% 138 $8K
Versant Capital Management, Inc 0.00% No change 147 $8K
Huntington National Bank 0.00% No change 138 $7K
IFP Advisors, Inc 0.00% No change 132 $7K
Farther Finance Advisors, LLC 0.00% Add +33.8% 107 $5K
Fortitude Family Office, LLC 0.00% No change 82 $4K
MassMutual Private Wealth & Trust, FSB 0.00% No change 77 $4K
Harbour Investments, Inc. 0.00% No change 75 $4K
Avior Wealth Management, LLC 0.00% New 71 $4K
Fifth Third Bancorp 0.00% No change 70 $4K
Dunhill Financial, LLC 0.00% Add +1.5% 68 $4K
Frazier Financial Advisors, LLC 0.00% New 61 $3K
Godsey & Gibb, Inc. 0.00% No change 42 $2K
First Horizon Advisors, Inc. 0.00% New 36 $2K
Covestor Ltd 0.00% Reduce -35.3% 22 $1K
Broadwater Capital Management LLC 0.00% New 15 $776
UMB Bank, n.a. 0.00% New 14 $724
Mowery & Schoenfeld Wealth Management, LLC 0.00% No change 12 $621
Private Wealth Management Group, LLC 0.00% No change 11 $569
Bell Investment Advisors, Inc 0.00% No change 11 $569
Prestige Wealth Management Group LLC 0.00% No change 7 $363
EverSource Wealth Advisors, LLC 0.00% No change 7 $360
Rothschild Investment LLC 0.00% New 5 $259
JFS Wealth Advisors, LLC 0.00% Reduce -90.0% 3 $156
WR Wealth Planners, LLC 0.00% New 2 $103

"% of holder's portfolio" is UVV's weight in each manager's 13F, not the share of Universal Corp. the manager owns.