UniversalUVV

13F holders, Q2 2024 (June 30)
213holders −2
26new positions
29sold out
5famous investors
$48.19avg. 13F price*

At the end of Q2 2024, 213 institutions reported holding Universal Corp. (UVV) in their 13F filings, down 2 from Q1 2024. 26 opened new positions and 29 sold out. The largest holders were BlackRock Inc. ($182.0M), Vanguard Group Inc. ($140.2M) and Dimensional Fund Advisors LP ($93.5M). 5 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 Cliff Asness (0.0% of AQR Capital 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 → Q2 2024

InstitutionsTotal Value
New Positions26$10.9M
Exits29$29.1M

All 13F filers, Q1 2024 → Q2 2024: 1,642,208 shares bought and 1,683,959 shares sold, net −41,751 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 213 holders

BlackRock Inc. 0.00% Reduce -3.7% 3,775,735 $182.0M
Vanguard Group Inc. 0.00% Reduce -1.4% 2,908,387 $140.2M
Dimensional Fund Advisors LP 0.02% Reduce -0.4% 1,941,121 $93.5M
First Trust Advisors LP 0.06% Add +466.5% 1,188,371 $57.3M
State Street Corp. 0.00% Reduce -2.4% 1,147,020 $55.3M
Pzena Investment Management LLC 0.17% Reduce -3.5% 1,031,955 $49.7M
Invesco Ltd. 0.01% Reduce -6.5% 916,480 $44.2M
Geode Capital Management, LLC 0.00% Add +3.9% 562,778 $27.1M
Charles Schwab Investment Management Inc. 0.00% Add +3.1% 518,594 $25.0M
Bank of New York Mellon Corp 0.00% Reduce -2.4% 384,607 $18.5M
Boston Partners 0.02% Add +20.5% 287,035 $13.9M
ProShare Advisors LLC 0.04% Add +69.1% 273,280 $13.2M
Morgan Stanley 0.00% Reduce -16.2% 262,377 $12.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% — 251,891 $12.1M
Northern Trust Corp. 0.00% Reduce -4.3% 241,651 $11.6M
Advisors Asset Management, Inc. 0.20% Add +2.4% 216,709 $10.4M
DAVENPORT & Co LLC 0.06% Add +14.0% 195,049 $9.4M
Prudential Financial Inc. 0.01% Reduce -6.2% 153,047 $7.4M
Adams Asset Advisors, LLC 0.98% No change 151,106 $7.3M
Renaissance Technologies 0.01% Reduce -51.7% 133,711 $6.4M
Principal Financial Group Inc. 0.00% Reduce -4.2% 127,181 $6.1M
Insight Folios Inc 2.29% Add +3.0% 115,620 $5.6M
Ameriprise Financial Inc. 0.00% Reduce -8.8% 89,770 $4.3M
Brandywine Global Investment Management, LLC 0.03% Add +5.1% 88,814 $4.3M
Goldman Sachs Group Inc. 0.00% Reduce -14.6% 88,033 $4.2M
JPMorgan Chase & Co. 0.00% Add +16.6% 86,171 $4.2M
UBS Group AG 0.00% Add +22.9% 85,760 $4.1M
Bank of America Corp. 0.00% Reduce -49.6% 75,368 $3.6M
Navellier & Associates Inc. 0.42% Reduce -1.2% 73,867 $3.6M
Legal & General Group Plc 0.00% Reduce -2.3% 66,739 $3.2M
Rhumbline Advisers 0.00% Reduce -2.2% 65,900 $3.2M
Invenomic Capital Management LP 0.16% New 63,500 $3.1M
Wintrust Investments LLC 0.25% Add +16.5% 63,206 $3.0M
Nuveen Asset Management, LLC 0.00% Reduce -34.2% 55,335 $2.7M
Public Sector Pension Investment Board 0.02% Add +7.4% 54,086 $2.6M
O'shaughnessy Asset Management, LLC 0.02% Reduce -9.0% 48,799 $2.4M
Allianz Asset Management GmbH 0.00% Add +157.0% 48,736 $2.3M
Swiss National Bank 0.00% No change 48,600 $2.3M
New York State Teachers Retirement System 0.00% Reduce -1.3% 46,788 $2.3M
Two Sigma Investments, LP 0.01% Add +25.8% 46,289 $2.2M
Two Sigma Advisers, LP 0.00% Reduce -4.0% 43,700 $2.1M
AQR Capital Management 0.00% Reduce -4.0% 42,626 $2.1M
Qube Research & Technologies Ltd 0.00% Reduce -40.6% 42,369 $2.0M
Jane Street Group, LLC 0.00% Reduce -39.2% 38,237 $1.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +323.3% 37,802 $1.8M
Segall Bryant & Hamill, LLC 0.03% New 37,040 $1.8M
Exchange Traded Concepts, LLC 0.04% Add +5.7% 31,155 $1.5M
Allspring Global Investments Holdings, LLC 0.00% Reduce -5.2% 30,941 $1.5M
Alliancebernstein L.P. 0.00% Add +7.7% 28,344 $1.4M
Martingale Asset Management L P 0.03% Reduce -0.7% 28,139 $1.4M
Heritage Wealth Advisors 0.06% Add +20.7% 26,225 $1.3M
Susquehanna International Group, LLP 0.00% Add +56.5% 25,603 $1.2M
Citigroup Inc. 0.00% Add +16.7% 24,316 $1.2M
Guggenheim Capital LLC 0.01% Reduce -2.1% 24,084 $1.2M
Nisa Investment Advisors, LLC 0.01% Add +3.1% 23,753 $1.1M
CANADA LIFE ASSURANCE Co 0.00% Add +19.2% 23,628 $1.1M
Wells Fargo & Company 0.00% Add +21.8% 22,982 $1.1M
Raymond James & Associates 0.00% Reduce -1.4% 22,700 $1.1M
Victory Capital Management Inc. 0.00% Reduce -88.5% 22,642 $1.1M
Voloridge Investment Management, LLC 0.00% New 22,589 $1.1M
Pathstone Holdings, LLC 0.00% Add +381.5% 22,361 $1.1M
Man Group plc 0.00% New 20,761 $1.0M
Thrivent Financial for Lutherans 0.00% Reduce -4.3% 20,399 $983K
LPL Financial LLC 0.00% Add +14.9% 20,321 $979K
Cerity Partners LLC 0.00% Reduce -2.5% 20,069 $967K
T. Rowe Price Associates Inc. 0.00% Add +15.3% 20,034 $966K
Franklin Resources Inc. 0.00% Reduce -10.0% 19,854 $957K
First National Trust Co 0.04% Add +32.5% 19,817 $955K
Alps Advisors Inc. 0.01% Add +15.5% 19,119 $921K
Tudor Investment Corporation 0.01% Reduce -39.7% 17,982 $867K
State of Wisconsin Investment Board 0.00% New 17,610 $849K
Neuberger Berman Group LLC 0.00% Reduce -11.0% 16,731 $806K
Voya Investment Management LLC 0.00% Reduce -0.3% 15,768 $760K
Brandywine Trust Co. 0.12% No change 14,907 $718K
State of Alaska, Department of Revenue 0.01% Reduce -3.6% 14,428 $695K
Lazard Asset Management LLC 0.00% Add +56.0% 14,153 $682K
MetLife Investment Management, LLC 0.00% Add +10.0% 14,070 $678K
First Hawaiian Bank 0.02% No change 14,063 $678K
Corebridge Financial, Inc. 0.00% — 13,966 $673K
Illinois Municipal Retirement Fund 0.01% Add +1.9% 13,535 $652K
Cambridge Investment Research Advisors, Inc. 0.00% Add +7.7% 12,813 $617K
Louisiana State Employees Retirement System 0.01% Add +1.6% 12,400 $598K
Teacher Retirement System of Texas 0.00% Reduce -2.6% 12,376 $596K
Tower Research Capital LLC (TRC) 0.01% Add +4970.8% 12,322 $594K
Manufacturers Life Insurance Company, The 0.00% Add +3.4% 12,290 $592K
Ritholtz Wealth Management 0.02% Reduce -3.0% 11,960 $576K
BNP Paribas Financial Markets 0.00% Reduce -1.4% 11,865 $572K
Royal Bank of Canada 0.00% Add +36.8% 11,516 $555K
Deutsche Bank AG 0.00% Reduce -9.8% 11,490 $554K
HRT Financial LP 0.00% Reduce -85.6% 11,237 $541K
Royce & Associates LP 0.01% No change 11,105 $535K
Janus Henderson Group PLC 0.00% Reduce -1.1% 10,762 $518K
New York State Common Retirement Fund 0.00% No change 9,800 $472K
Quantbot Technologies LP 0.02% Reduce -8.4% 9,465 $456K
GMO 0.00% No change 9,259 $446K
Barclays PLC 0.00% Reduce -57.8% 9,195 $443K
Freestone Capital Holdings, LLC 0.02% No change 9,000 $434K
Krane Funds Advisors LLC 0.02% Reduce -5.3% 8,880 $428K
Maryland State Retirement & Pension System 0.01% Reduce -4.0% 8,568 $413K
Fulcrum Equity Management 0.36% Reduce -3.0% 8,348 $402K

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

Show all 213 holders