UniversalUVV

13F holders, Q3 2024 (September 30)
224holders +11
25new positions
15sold out
6famous investors
$53.07avg. 13F price*

At the end of Q3 2024, 224 institutions reported holding Universal Corp. (UVV) in their 13F filings, up 11 from Q2 2024. 25 opened new positions and 15 sold out. The largest holders were BlackRock, Inc. ($202.7M), Vanguard Group Inc. ($152.7M) and Dimensional Fund Advisors LP ($101.3M). 6 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions25$10.8M
Exits15$8.2M

All 13F filers, Q2 2024 → Q3 2024: 901,232 shares bought and 897,699 shares sold, net +3,533 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 224 holders

BlackRock, Inc. 0.00% — 3,816,805 $202.7M
Vanguard Group Inc. 0.00% Reduce -1.2% 2,874,611 $152.7M
Dimensional Fund Advisors LP 0.02% Reduce -1.7% 1,907,646 $101.3M
State Street Corp. 0.00% Add +6.3% 1,218,793 $64.7M
First Trust Advisors LP 0.06% Reduce -8.8% 1,083,325 $57.5M
Pzena Investment Management LLC 0.16% Reduce -10.0% 928,870 $49.3M
Invesco Ltd. 0.01% Reduce -13.4% 794,077 $42.2M
Geode Capital Management, LLC 0.00% Add +0.6% 566,356 $30.1M
Charles Schwab Investment Management Inc. 0.01% Add +4.7% 542,683 $28.8M
Morgan Stanley 0.00% Add +38.6% 363,608 $19.3M
Bank of New York Mellon Corp 0.00% Reduce -6.5% 359,433 $19.1M
ProShare Advisors LLC 0.04% Add +2.8% 280,838 $14.9M
Boston Partners 0.02% Reduce -5.9% 270,055 $14.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Reduce -0.3% 251,185 $13.3M
Northern Trust Corp. 0.00% Add +2.2% 246,871 $13.1M
Advisors Asset Management, Inc. 0.22% Add +2.3% 221,695 $11.8M
DAVENPORT & Co LLC 0.06% Add +4.7% 204,236 $10.8M
Goldman Sachs Group Inc. 0.00% Add +127.1% 199,951 $10.6M
Adams Asset Advisors, LLC 1.08% No change 151,106 $8.0M
Insight Folios Inc 2.35% Add +7.1% 123,842 $6.6M
Prudential Financial Inc. 0.01% Reduce -21.8% 119,632 $6.4M
Principal Financial Group Inc. 0.00% Reduce -8.5% 116,362 $6.2M
UBS Group AG 0.00% Add +23.7% 106,105 $5.6M
Bank of America Corp. 0.00% Add +31.1% 98,782 $5.2M
Renaissance Technologies 0.01% Reduce -29.2% 94,611 $5.0M
Ameriprise Financial Inc. 0.00% Reduce -5.7% 84,661 $4.5M
Qube Research & Technologies Ltd 0.01% Add +99.6% 84,573 $4.5M
Brandywine Global Investment Management, LLC 0.03% Reduce -2.7% 86,414 $4.3M
JPMorgan Chase & Co. 0.00% Reduce -13.0% 74,983 $4.0M
Allianz Asset Management GmbH 0.01% Add +47.6% 71,956 $3.8M
Navellier & Associates Inc. 0.49% Reduce -7.0% 68,702 $3.6M
Legal & General Group Plc 0.00% Add +2.2% 68,222 $3.6M
Citadel Advisors 0.00% Add +1067.0% 63,191 $3.4M
Rhumbline Advisers 0.00% Reduce -4.2% 63,116 $3.4M
Two Sigma Investments, LP 0.01% Add +23.6% 57,211 $3.0M
Nuveen Asset Management, LLC 0.00% No change 55,335 $2.9M
Public Sector Pension Investment Board 0.01% Reduce -3.1% 52,386 $2.8M
Two Sigma Advisers, LP 0.01% Add +17.2% 51,200 $2.7M
Jane Street Group, LLC 0.00% Add +30.4% 49,849 $2.6M
Swiss National Bank 0.00% Reduce -0.8% 48,200 $2.6M
New York State Teachers Retirement System 0.01% Reduce -0.5% 46,547 $2.5M
O'shaughnessy Asset Management, LLC 0.02% Reduce -1.5% 48,050 $2.4M
Barclays PLC 0.00% Add +341.2% 40,565 $2.2M
Neuberger Berman Group LLC 0.00% Add +131.3% 38,707 $2.1M
Segall Bryant & Hamill, LLC 0.03% Add +2.1% 37,812 $2.0M
Citigroup Inc. 0.00% Add +46.3% 35,561 $1.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -12.6% 33,038 $1.8M
ExodusPoint Capital Management, LP 0.02% New 30,817 $1.6M
AQR Capital Management 0.00% Reduce -30.9% 29,442 $1.6M
Allspring Global Investments Holdings, LLC 0.00% Reduce -5.4% 29,281 $1.6M
Wells Fargo & Company 0.00% Add +26.9% 29,166 $1.5M
Martingale Asset Management L P 0.03% Add +0.7% 28,339 $1.5M
D. E. Shaw & Co. 0.00% New 27,088 $1.4M
Heritage Wealth Advisors 0.07% Add +0.7% 26,416 $1.4M
Alliancebernstein L.P. 0.00% Reduce -7.2% 26,314 $1.4M
Savant Capital, LLC 0.01% New 26,077 $1.4M
Cerity Partners LLC 0.00% Add +24.6% 25,004 $1.3M
Guggenheim Capital LLC 0.01% Add +3.7% 24,982 $1.3M
Victory Capital Management Inc. 0.00% Add +8.1% 24,472 $1.3M
Balyasny Asset Management L.P. 0.00% Add +291.2% 23,324 $1.2M
Raymond James & Associates 0.00% Add +1.1% 22,958 $1.2M
Alps Advisors Inc. 0.01% Add +17.5% 22,464 $1.2M
BNP Paribas Financial Markets 0.00% Add +85.6% 22,020 $1.2M
Pathstone Holdings, LLC 0.01% Reduce -3.2% 21,653 $1.1M
CANADA LIFE ASSURANCE Co 0.00% Reduce -9.3% 21,443 $1.1M
LPL Financial LLC 0.00% Add +0.3% 20,375 $1.1M
T. Rowe Price Associates Inc. 0.00% Add +1.2% 20,269 $1.1M
First National Trust Co 0.04% No change 19,817 $1.1M
Thrivent Financial for Lutherans 0.00% Reduce -4.9% 19,391 $1.0M
CoreCap Advisors, LLC 0.05% New 18,815 $999K
HRT Financial LP 0.00% Add +63.9% 18,416 $978K
Nisa Investment Advisors, LLC 0.01% Reduce -24.6% 17,905 $951K
State of Wisconsin Investment Board 0.00% No change 17,610 $935K
SummerHaven Investment Management, LLC 0.53% New 16,248 $863K
Brandywine Trust Co. 0.12% No change 14,907 $792K
Voya Investment Management LLC 0.00% Reduce -6.6% 14,728 $782K
Deutsche Bank AG 0.00% Add +27.4% 14,644 $778K
Ritholtz Wealth Management 0.02% Add +21.8% 14,568 $774K
State of Alaska, Department of Revenue 0.01% Reduce -2.3% 14,092 $748K
MetLife Investment Management, LLC 0.00% No change 14,070 $747K
First Hawaiian Bank 0.02% No change 14,063 $747K
Exchange Traded Concepts, LLC 0.02% Reduce -55.2% 13,962 $742K
Corebridge Financial, Inc. 0.00% Reduce -1.0% 13,824 $734K
Franklin Resources Inc. 0.00% Reduce -27.4% 14,421 $721K
Illinois Municipal Retirement Fund 0.01% Reduce -0.3% 13,500 $717K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 13,125 $697K
Manufacturers Life Insurance Company, The 0.00% Reduce -0.7% 12,209 $648K
Teacher Retirement System of Texas 0.00% Reduce -2.4% 12,077 $641K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -6.1% 12,027 $639K
Royal Bank of Canada 0.00% Add +4.2% 12,002 $637K
Louisiana State Employees Retirement System 0.01% Reduce -4.0% 11,900 $632K
FMR LLC 0.00% Add +438.0% 11,277 $599K
Royce & Associates LP 0.01% No change 11,105 $590K
Arrowstreet Capital, Limited Partnership 0.00% New 11,018 $585K
Janus Henderson Group PLC 0.00% No change 10,762 $572K
Intech Investment Management LLC 0.01% Add +23.2% 10,128 $538K
Sherbrooke Park Advisers LLC 0.12% New 9,952 $529K
GMO 0.00% No change 9,259 $492K
Fulcrum Equity Management 0.39% Add +4.5% 8,723 $463K
SG Americas Securities, LLC 0.00% New 8,610 $457K

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

Show all 224 holders