UniversalUVV

13F holders, Q4 2024 (December 31)
213holders −11
11new positions
26sold out
6famous investors
$54.82avg. 13F price*

At the end of Q4 2024, 213 institutions reported holding Universal Corp. (UVV) in their 13F filings, down 11 from Q3 2024. 11 opened new positions and 26 sold out. The largest holders were BlackRock, Inc. ($211.7M), Vanguard Group Inc. ($159.8M) and Dimensional Fund Advisors LP ($102.4M). 6 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions11$3.1M
Exits26$11.8M

All 13F filers, Q3 2024 → Q4 2024: 1,355,066 shares bought and 880,139 shares sold, net +474,927 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 213 holders

BlackRock, Inc. 0.00% Add +1.1% 3,859,706 $211.7M
Vanguard Group Inc. 0.00% Add +1.4% 2,913,551 $159.8M
Dimensional Fund Advisors LP 0.02% Reduce -2.1% 1,866,721 $102.4M
State Street Corp. 0.00% Add +1.7% 1,239,027 $67.9M
Invesco Ltd. 0.01% Add +25.3% 995,262 $54.6M
First Trust Advisors LP 0.05% Reduce -11.8% 955,434 $52.4M
Pzena Investment Management LLC 0.17% Reduce -1.4% 915,380 $50.2M
Charles Schwab Investment Management Inc. 0.01% Add +6.0% 575,128 $31.5M
Geode Capital Management, LLC 0.00% Reduce -1.0% 560,648 $30.8M
Goldman Sachs Group Inc. 0.01% Add +159.6% 518,971 $28.5M
Bank of New York Mellon Corp 0.00% Add +7.7% 386,913 $21.2M
UBS Group AG 0.00% Add +233.1% 353,420 $19.4M
Morgan Stanley 0.00% Reduce -12.0% 319,958 $17.5M
Northern Trust Corp. 0.00% Add +15.8% 285,785 $15.7M
Boston Partners 0.02% Add +5.6% 285,111 $15.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Add +5.3% 264,424 $14.5M
Advisors Asset Management, Inc. 0.23% Add +0.9% 223,606 $12.3M
DAVENPORT & Co LLC 0.06% Reduce -15.5% 172,574 $9.5M
Adams Asset Advisors, LLC 1.09% No change 151,106 $8.3M
ProShare Advisors LLC 0.02% Reduce -48.3% 145,234 $8.0M
JPMorgan Chase & Co. 0.00% Add +80.8% 135,563 $7.4M
Principal Financial Group Inc. 0.00% Add +2.9% 119,700 $6.6M
Prudential Financial Inc. 0.01% Reduce -2.9% 116,132 $6.4M
Allianz Asset Management GmbH 0.01% Add +35.6% 97,603 $5.4M
Qube Research & Technologies Ltd 0.01% Add +5.9% 89,528 $4.9M
Ameriprise Financial Inc. 0.00% Reduce -1.8% 83,157 $4.6M
Brandywine Global Investment Management, LLC 0.03% Reduce -4.3% 82,706 $4.5M
Navellier & Associates Inc. 0.49% Add +7.8% 74,078 $4.1M
Legal & General Group Plc 0.00% Add +2.9% 70,163 $3.8M
Bank of America Corp. 0.00% Reduce -30.5% 68,615 $3.8M
Rhumbline Advisers 0.00% Add +1.8% 64,229 $3.5M
Cerity Partners LLC 0.01% Add +148.5% 62,145 $3.4M
Public Sector Pension Investment Board 0.01% Add +17.4% 61,497 $3.4M
Renaissance Technologies 0.00% Reduce -37.4% 59,211 $3.2M
Nuveen Asset Management, LLC 0.00% No change 55,335 $3.0M
D. E. Shaw & Co. 0.00% Add +103.5% 55,129 $3.0M
Neuberger Berman Group LLC 0.00% Add +42.0% 54,973 $3.0M
Swiss National Bank 0.00% No change 48,200 $2.6M
New York State Teachers Retirement System 0.01% Reduce -2.8% 45,247 $2.5M
Barclays PLC 0.00% Add +5.2% 42,655 $2.3M
Citigroup Inc. 0.00% Add +19.6% 42,517 $2.3M
Two Sigma Advisers, LP 0.01% Reduce -19.9% 41,000 $2.2M
Segall Bryant & Hamill, LLC 0.03% Reduce -0.4% 37,663 $2.1M
Citadel Advisors 0.00% Reduce -41.5% 36,986 $2.0M
Balyasny Asset Management L.P. 0.00% Add +44.5% 33,695 $1.8M
Two Sigma Investments, LP 0.00% Reduce -43.8% 32,165 $1.8M
Wells Fargo & Company 0.00% Add +9.2% 31,838 $1.7M
ExodusPoint Capital Management, LP 0.02% Add +1.8% 31,384 $1.7M
TrueMark Investments, LLC 0.52% New 29,729 $1.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -10.1% 29,697 $1.6M
First National Trust Co 0.06% Add +49.5% 29,636 $1.6M
Martingale Asset Management L P 0.04% Add +4.5% 29,599 $1.6M
Susquehanna Fundamental Investments, LLC 0.03% — 29,571 $1.6M
Guggenheim Capital LLC 0.01% Add +13.2% 28,287 $1.6M
Victory Capital Management Inc. 0.00% Add +14.2% 27,943 $1.5M
Alliancebernstein L.P. 0.00% Add +2.6% 26,993 $1.5M
Heritage Wealth Advisors 0.07% Add +0.7% 26,605 $1.5M
Alps Advisors Inc. 0.01% Add +17.6% 26,408 $1.4M
Raymond James Financial Inc. 0.00% — 24,242 $1.3M
AQR Capital Management 0.00% Reduce -22.5% 22,815 $1.3M
CANADA LIFE ASSURANCE Co 0.00% Add +4.9% 22,503 $1.2M
T. Rowe Price Associates Inc. 0.00% Add +7.9% 21,864 $1.2M
Deutsche Bank AG 0.00% Add +47.4% 21,580 $1.2M
CoreCap Advisors, LLC 0.05% Add +14.3% 21,509 $1.2M
Nisa Investment Advisors, LLC 0.00% Add +14.8% 20,553 $1.1M
Royal Bank of Canada 0.00% Add +68.4% 20,214 $1.1M
Intech Investment Management LLC 0.01% Add +96.9% 19,946 $1.1M
O'shaughnessy Asset Management, LLC 0.01% Reduce -59.5% 19,466 $1.1M
Thrivent Financial for Lutherans 0.00% Reduce -1.6% 19,086 $1.0M
LPL Financial LLC 0.00% Reduce -11.4% 18,048 $990K
SummerHaven Investment Management, LLC 0.55% No change 16,248 $891K
Brandywine Trust Co. 0.13% No change 14,907 $818K
MetLife Investment Management, LLC 0.00% Add +4.4% 14,691 $806K
Exchange Traded Concepts, LLC 0.02% Add +2.6% 14,322 $785K
First Hawaiian Bank 0.03% No change 14,063 $771K
State of Alaska, Department of Revenue 0.01% Reduce -0.6% 14,008 $768K
Cambridge Investment Research Advisors, Inc. 0.00% Add +16.1% 13,959 $765K
Voya Investment Management LLC 0.00% Reduce -7.4% 13,634 $748K
Illinois Municipal Retirement Fund 0.01% Reduce -2.7% 13,137 $720K
Corebridge Financial, Inc. 0.00% Reduce -7.3% 12,822 $703K
Ritholtz Wealth Management 0.02% Reduce -17.6% 12,006 $658K
Louisiana State Employees Retirement System 0.01% No change 11,900 $653K
Manufacturers Life Insurance Company, The 0.00% Reduce -3.7% 11,757 $645K
Susquehanna International Group, LLP 0.00% Add +122.4% 11,730 $643K
Franklin Resources Inc. 0.00% Reduce -19.5% 11,611 $637K
Royce & Associates LP 0.01% No change 11,105 $609K
Janus Henderson Group PLC 0.00% No change 10,762 $590K
Jump Financial, LLC 0.01% Add +29.2% 10,696 $587K
Squarepoint Ops LLC 0.00% New 9,726 $533K
Mariner, LLC 0.00% Add +56.2% 9,362 $513K
GMO 0.00% No change 9,259 $508K
SG Americas Securities, LLC 0.00% Add +6.5% 9,166 $503K
Walleye Capital LLC 0.01% New 8,756 $480K
Cambria Investment Management, L.P. 0.03% No change 8,519 $467K
Maryland State Retirement & Pension System 0.01% No change 8,339 $457K
Daiwa Securities Group Inc. 0.00% Reduce -4.8% 8,136 $446K
CIBC Private Wealth Group LLC 0.00% No change 8,300 $431K
Teachers Retirement System of the State of Kentucky 0.00% No change 7,827 $429K
New York State Common Retirement Fund 0.00% No change 7,500 $411K
Creative Planning 0.00% Add +6.0% 7,266 $398K

"% 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