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
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $10.9M |
| Exits | 29 | $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 |
| Intech Investment Management LLC | 0.00% | New | 8,219 | $396K |
| Taylor Hoffman Wealth Management | 0.16% | No change | 8,201 | $391K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 8,300 | $387K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 7,827 | $377K |
| Daiwa Securities Group Inc. | 0.00% | Add +21.9% | 7,821 | $377K |
| HighTower Advisors, LLC | 0.00% | Reduce -16.3% | 7,642 | $367K |
| Amalgamated Bank | 0.00% | Reduce -2.5% | 7,482 | $361K |
| DRW Securities, LLC | 0.02% | New | 7,300 | $352K |
| Keene & Associates, Inc. | 0.28% | Add +3.2% | 7,005 | $338K |
| Susquehanna Fundamental Investments, LLC | 0.01% | New | 6,889 | $332K |
| Arizona State Retirement System | 0.00% | Add +1.9% | 6,879 | $331K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -50.6% | 6,711 | $323K |
| Mariner, LLC | 0.00% | Add +15.7% | 6,700 | $323K |
| AlphaStar Capital Management, LLC | 0.03% | Reduce -20.3% | 6,505 | $313K |
| Tidal Investments LLC | 0.00% | New | 6,391 | $308K |
| Cambria Investment Management, L.P. | 0.02% | Reduce -13.0% | 6,135 | $296K |
| Susquehanna Portfolio Strategies, LLC | 0.01% | Reduce -73.7% | 6,085 | $293K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -9.1% | 5,997 | $289K |
| Balyasny Asset Management L.P. | 0.00% | New | 5,962 | $287K |
| Osaic Holdings, Inc. | 0.00% | Reduce -51.4% | 5,860 | $283K |
| Commonwealth Equity Services, LLC | 0.00% | New | 5,723 | $276K |
| Lowe Brockenbrough & Co. Inc. | 0.02% | No change | 5,688 | $274K |
| Comerica Bank | 0.00% | Reduce -15.6% | 5,562 | $268K |
| XTX Topco Ltd | 0.02% | Reduce -64.0% | 5,520 | $266K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 5,418 | $261K |
| Citadel Advisors | 0.00% | Reduce -84.0% | 5,415 | $261K |
| AE Wealth Management LLC | 0.00% | Add +9.5% | 5,400 | $260K |
| Vident Advisory, LLC | 0.01% | Add +18.5% | 5,383 | $259K |
| Centiva Capital, LP | 0.01% | New | 5,349 | $258K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -0.2% | 5,295 | $255K |
| Truist Financial Corp. | 0.00% | No change | 5,195 | $250K |
| Yousif Capital Management, LLC | 0.00% | Reduce -18.9% | 5,115 | $246K |
| Squarepoint Ops LLC | 0.00% | New | 5,100 | $246K |
| Thompson Siegel & Walmsley LLC | 0.00% | No change | 5,000 | $241K |
| Creative Planning | 0.00% | Reduce -79.2% | 5,001 | $241K |
| Captrust Financial Advisors | 0.00% | Add +0.4% | 4,984 | $240K |
| Verity Asset Management, Inc. | 0.09% | New | 4,897 | $236K |
| ORG Partners LLC | 0.03% | Add +438.0% | 4,880 | $233K |
| Sigma Planning Corp | 0.01% | New | 4,395 | $212K |
| Baird Financial Group, Inc. | 0.00% | No change | 4,386 | $211K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -1.4% | 4,362 | $210K |
| HSBC Holdings PLC | 0.00% | Reduce -8.3% | 4,284 | $205K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 4,088 | $197K |
| Russell Investments Group, Ltd. | 0.00% | Add +2.0% | 3,541 | $171K |
| Vestcor Inc | 0.01% | No change | 3,086 | $149K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -11.5% | 2,705 | $130K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 2,397 | $116K |
| Innealta Capital, LLC | 0.04% | New | 2,241 | $108K |
| FMR LLC | 0.00% | Reduce -10.1% | 2,096 | $101K |
| Global Retirement Partners, LLC | 0.00% | Reduce -5.2% | 1,831 | $88K |
| PNC Financial Services Group, Inc. | 0.00% | Add +4.7% | 1,761 | $85K |
| Public Employees Retirement System of Ohio | 0.00% | Add +7.2% | 1,259 | $61K |
| Blue Trust, Inc. | 0.00% | Add +145.2% | 1,030 | $53K |
| Canada Pension Plan Investment Board | 0.00% | New | 1,000 | $48K |
| EntryPoint Capital, LLC | 0.02% | Reduce -67.2% | 987 | $48K |
| Parkside Financial Bank & Trust | 0.01% | Add +37.1% | 913 | $44K |
| nVerses Capital, LLC | 0.03% | New | 900 | $43K |
| AlphaMark Advisors, LLC | 0.01% | Add +41.7% | 850 | $41K |
| Colonial Trust Advisors | 0.00% | No change | 800 | $39K |
| Salomon & Ludwin, LLC | 0.00% | No change | 763 | $37K |
| KBC Group NV | 0.00% | No change | 723 | $35K |
| Gladius Capital Management LP | 0.03% | Add +18.4% | 689 | $33K |
| Signaturefd, LLC | 0.00% | No change | 636 | $31K |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +117.9% | 610 | $29K |
| Cwm, LLC | 0.00% | Reduce -18.4% | 569 | $27K |
| Spire Wealth Management | 0.00% | New | 500 | $24K |
| Sound Income Strategies, LLC | 0.00% | Add +1.5% | 479 | $23K |
| Private Trust Co. NA | 0.00% | No change | 456 | $22K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 400 | $19K |
| GAMMA Investing LLC | 0.00% | Add +21.4% | 368 | $18K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 350 | $17K |
| Allworth Financial LP | 0.00% | Add +1.0% | 316 | $16K |
| Parallel Advisors, LLC | 0.00% | Reduce -46.4% | 314 | $15K |
| Delta Asset Management LLC | 0.00% | No change | 300 | $14K |
| Bogart Wealth, LLC | 0.00% | No change | 300 | $14K |
| Salem Investment Counselors Inc. | 0.00% | No change | 300 | $14K |
| US Bancorp \de | 0.00% | Reduce -27.3% | 277 | $13K |
| Whittier Trust Co. | 0.00% | Reduce -24.2% | 260 | $13K |
| Quadrant Capital Group LLC | 0.00% | Reduce -33.9% | 201 | $10K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 200 | $10K |
| PSI Advisors, LLC | 0.00% | Reduce -57.2% | 187 | $9K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +1800.0% | 133 | $7K |
| Versant Capital Management, Inc | 0.00% | No change | 147 | $7K |
| Fifth Third Bancorp | 0.00% | Add +108.6% | 146 | $7K |
| Huntington National Bank | 0.00% | No change | 138 | $7K |
| Lindbrook Capital, LLC | 0.00% | Reduce -22.9% | 135 | $7K |
| IFP Advisors, Inc | 0.00% | No change | 132 | $6K |
| Bessemer Group Inc. | 0.00% | No change | 138 | $6K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -9.3% | 97 | $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 |
| Frazier Financial Advisors, LLC | 0.00% | Add +21.3% | 74 | $4K |
| Smartleaf Asset Management LLC | 0.00% | New | 74 | $4K |
| Arax Advisory Partners | 0.00% | New | 71 | $3K |
| Dunhill Financial, LLC | 0.00% | Add +1.5% | 69 | $3K |
| Avior Wealth Management, LLC | 0.00% | Reduce -7.0% | 66 | $3K |
| Creative Financial Designs Inc. | 0.00% | New | 64 | $3K |
| Rise Advisors, LLC | 0.00% | New | 55 | $3K |
| International Assets Investment Management, LLC | 0.00% | New | 46 | $2K |
| Godsey & Gibb, Inc. | 0.00% | No change | 42 | $2K |
| First Horizon Advisors, Inc. | 0.00% | No change | 36 | $2K |
| UMB Bank, n.a. | 0.00% | Add +92.9% | 27 | $1K |
| Principal Securities, Inc. | 0.00% | Reduce -85.6% | 24 | $1K |
| Covestor Ltd | 0.00% | Add +31.8% | 29 | $1K |
| Broadwater Capital Management LLC | 0.00% | No change | 15 | $723 |
| Mowery & Schoenfeld Wealth Management, LLC | 0.00% | No change | 12 | $579 |
| Private Wealth Management Group, LLC | 0.00% | No change | 11 | $531 |
| Bell Investment Advisors, Inc | 0.00% | No change | 11 | $531 |
| Rothschild Investment LLC | 0.00% | Add +100.0% | 10 | $482 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 7 | $338 |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 6 | $294 |
| WR Wealth Planners, LLC | 0.00% | No change | 2 | $96 |
"% of holder's portfolio" is UVV's weight in each manager's 13F, not the share of Universal Corp. the manager owns.