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
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $10.8M |
| Exits | 15 | $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 |
| Daiwa Securities Group Inc. | 0.00% | Add +9.2% | 8,543 | $454K |
| Cambria Investment Management, L.P. | 0.03% | Add +38.9% | 8,519 | $452K |
| Chesapeake Capital Corp. | 0.41% | New | 8,351 | $446K |
| Tidal Investments LLC | 0.00% | Add +30.7% | 8,351 | $444K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -2.7% | 8,339 | $443K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 8,300 | $441K |
| Jump Financial, LLC | 0.01% | New | 8,277 | $440K |
| Taylor Hoffman Capital Management LLC | 0.16% | — | 8,172 | $416K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 7,827 | $415K |
| New York State Common Retirement Fund | 0.00% | Reduce -23.5% | 7,500 | $398K |
| Amalgamated Bank | 0.00% | Reduce -2.5% | 7,298 | $388K |
| Arizona State Retirement System | 0.00% | Add +3.2% | 7,099 | $377K |
| Keene & Associates, Inc. | 0.28% | Reduce -0.2% | 6,990 | $371K |
| XTX Topco Ltd | 0.03% | Add +25.0% | 6,899 | $366K |
| Creative Planning | 0.00% | Add +37.0% | 6,854 | $364K |
| Millennium Management | 0.00% | New | 6,539 | $347K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -5.8% | 6,323 | $336K |
| Lazard Asset Management LLC | 0.00% | Reduce -55.7% | 6,264 | $332K |
| Captrust Financial Advisors | 0.00% | Add +21.7% | 6,066 | $322K |
| Mariner, LLC | 0.00% | Reduce -10.6% | 5,992 | $318K |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.7% | 5,936 | $315K |
| Lowe Brockenbrough & Co. Inc. | 0.02% | Add +3.1% | 5,863 | $311K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -3.3% | 5,797 | $308K |
| Thompson Siegel & Walmsley LLC | 0.00% | Add +10.1% | 5,507 | $292K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 5,418 | $288K |
| AE Wealth Management LLC | 0.00% | Reduce -2.2% | 5,283 | $281K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -0.3% | 5,278 | $280K |
| Susquehanna International Group, LLP | 0.00% | Reduce -79.4% | 5,274 | $280K |
| HSBC Holdings PLC | 0.00% | Add +21.3% | 5,197 | $276K |
| AlphaStar Capital Management, LLC | 0.02% | Reduce -20.1% | 5,201 | $276K |
| Truist Financial Corp. | 0.00% | No change | 5,195 | $276K |
| Vident Advisory, LLC | 0.01% | Reduce -3.6% | 5,188 | $276K |
| Osaic Holdings, Inc. | 0.00% | Reduce -12.1% | 5,151 | $274K |
| Wintrust Investments LLC | 0.20% | Reduce -91.9% | 5,108 | $271K |
| Comerica Bank | 0.00% | Reduce -8.7% | 5,078 | $270K |
| Yousif Capital Management, LLC | 0.00% | Reduce -3.3% | 4,945 | $263K |
| Centiva Capital, LP | 0.01% | Reduce -8.5% | 4,893 | $260K |
| Brevan Howard Capital Management LP | 0.01% | New | 4,812 | $256K |
| Private Advisor Group, LLC | 0.00% | New | 4,787 | $254K |
| SteelPeak Wealth, LLC | 0.01% | Add +6.6% | 4,648 | $247K |
| Baird Financial Group, Inc. | 0.00% | Add +4.6% | 4,587 | $244K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -62.8% | 4,580 | $243K |
| Sigma Planning Corp | 0.01% | Add +4.0% | 4,573 | $243K |
| Dark Forest Capital Management LP | 0.03% | New | 4,271 | $227K |
| HighTower Advisors, LLC | 0.00% | Reduce -46.4% | 4,100 | $224K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 4,088 | $217K |
| Quantbot Technologies LP | 0.01% | Reduce -57.9% | 3,985 | $212K |
| Sunbelt Securities, Inc. | 0.02% | Add +39.9% | 3,783 | $201K |
| Russell Investments Group, Ltd. | 0.00% | Add +5.5% | 3,734 | $198K |
| Vestcor Inc | 0.01% | No change | 3,086 | $164K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 2,397 | $127K |
| Blue Trust, Inc. | 0.00% | Add +145.9% | 2,533 | $122K |
| Sittner & Nelson, LLC | 0.05% | New | 2,250 | $119K |
| Global Retirement Partners, LLC | 0.00% | No change | 1,831 | $97K |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.8% | 1,810 | $96K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -1.8% | 1,236 | $66K |
| KBC Group NV | 0.00% | Add +57.8% | 1,141 | $61K |
| nVerses Capital, LLC | 0.03% | Add +22.2% | 1,100 | $58K |
| Canada Pension Plan Investment Board | 0.00% | No change | 1,000 | $53K |
| Parkside Financial Bank & Trust | 0.01% | Add +3.9% | 949 | $50K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 900 | $48K |
| Colonial Trust Advisors | 0.00% | No change | 800 | $42K |
| Salomon & Ludwin, LLC | 0.00% | No change | 763 | $41K |
| Cwm, LLC | 0.00% | Add +25.3% | 713 | $38K |
| GAMMA Investing LLC | 0.00% | Add +82.6% | 672 | $36K |
| Signaturefd, LLC | 0.00% | Add +0.9% | 642 | $34K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 610 | $32K |
| Gladius Capital Management LP | 0.02% | Reduce -12.3% | 604 | $32K |
| AlphaMark Advisors, LLC | 0.01% | Reduce -29.4% | 600 | $32K |
| Sound Income Strategies, LLC | 0.00% | Add +1.5% | 486 | $26K |
| Private Trust Co. NA | 0.00% | No change | 456 | $24K |
| US Bancorp \de | 0.00% | Add +49.1% | 413 | $22K |
| Riverview Trust Co | 0.02% | New | 380 | $20K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 350 | $19K |
| Allworth Financial LP | 0.00% | No change | 316 | $17K |
| Bogart Wealth, LLC | 0.00% | No change | 300 | $16K |
| Salem Investment Counselors Inc. | 0.00% | No change | 300 | $16K |
| Whittier Trust Co. | 0.00% | No change | 260 | $14K |
| Bessemer Group Inc. | 0.00% | Add +63.0% | 225 | $12K |
| PSI Advisors, LLC | 0.00% | No change | 187 | $10K |
| Parallel Advisors, LLC | 0.00% | Reduce -44.9% | 173 | $9K |
| Harbor Capital Advisors, Inc. | 0.00% | New | 165 | $9K |
| Versant Capital Management, Inc | 0.00% | No change | 147 | $8K |
| Huntington National Bank | 0.00% | No change | 138 | $7K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +2.3% | 136 | $7K |
| Lindbrook Capital, LLC | 0.00% | No change | 135 | $7K |
| ORG Partners LLC | 0.00% | Reduce -97.3% | 130 | $7K |
| SWAN Capital LLC | 0.00% | New | 127 | $7K |
| Quadrant Capital Group LLC | 0.00% | Reduce -40.3% | 120 | $6K |
| Delta Asset Management LLC | 0.00% | Reduce -66.7% | 100 | $5K |
| Smartleaf Asset Management LLC | 0.00% | Add +31.1% | 97 | $5K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -3.1% | 94 | $5K |
| Creative Financial Designs Inc. | 0.00% | Add +40.6% | 90 | $5K |
| Frazier Financial Advisors, LLC | 0.00% | Add +17.6% | 87 | $5K |
| Sterling Capital Management LLC | 0.00% | — | 83 | $4K |
| Fifth Third Bancorp | 0.00% | Reduce -43.1% | 83 | $4K |
| Fortitude Family Office, LLC | 0.00% | No change | 82 | $4K |
| Harbour Investments, Inc. | 0.00% | No change | 75 | $4K |
| Dunhill Financial, LLC | 0.00% | Add +1.4% | 70 | $4K |
| GHP Investment Advisors, Inc. | 0.00% | New | 70 | $4K |
| Avior Wealth Management, LLC | 0.00% | No change | 66 | $4K |
| UMB Bank, n.a. | 0.00% | Add +114.8% | 58 | $3K |
| Rise Advisors, LLC | 0.00% | Add +1.8% | 56 | $3K |
| Aster Capital Management (DIFC) Ltd | 0.00% | — | 53 | $3K |
| First Horizon Advisors, Inc. | 0.00% | Add +36.1% | 49 | $3K |
| International Assets Investment Management, LLC | 0.00% | No change | 46 | $2K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -88.8% | 45 | $2K |
| Godsey & Gibb, Inc. | 0.00% | No change | 42 | $2K |
| Covestor Ltd | 0.00% | Add +20.7% | 35 | $2K |
| Arax Advisory Partners | 0.00% | Reduce -49.3% | 36 | $2K |
| Principal Securities, Inc. | 0.00% | No change | 24 | $1K |
| IFP Advisors, Inc | 0.00% | Reduce -83.3% | 22 | $1K |
| Rothschild Investment LLC | 0.00% | Add +100.0% | 20 | $1K |
| Hemington Wealth Management | 0.00% | New | 37 | $1K |
| Broadwater Capital Management LLC | 0.00% | No change | 15 | $797 |
| Mowery & Schoenfeld Wealth Management, LLC | 0.00% | No change | 12 | $638 |
| Private Wealth Management Group, LLC | 0.00% | No change | 11 | $585 |
| Bell Investment Advisors, Inc | 0.00% | No change | 11 | $585 |
| Bruce G. Allen Investments, LLC | 0.00% | New | 10 | $531 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 7 | $372 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -93.5% | 5 | $266 |
| Earned Wealth Advisors, LLC | 0.00% | New | 3 | $159 |
| Mendota Financial Group, LLC | 0.00% | New | 2 | $107 |
| WR Wealth Planners, LLC | 0.00% | No change | 2 | $106 |
"% of holder's portfolio" is UVV's weight in each manager's 13F, not the share of Universal Corp. the manager owns.