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
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $3.1M |
| Exits | 26 | $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 |
| Amalgamated Bank | 0.00% | Reduce -1.4% | 7,198 | $395K |
| Arizona State Retirement System | 0.00% | Add +1.0% | 7,167 | $393K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +27.4% | 6,902 | $379K |
| Centiva Capital, LP | 0.01% | Add +40.7% | 6,883 | $377K |
| Keene & Associates, Inc. | 0.30% | Reduce -2.0% | 6,848 | $376K |
| Taylor Hoffman Capital Management LLC | 0.13% | Reduce -21.0% | 6,459 | $354K |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.2% | 6,186 | $339K |
| Captrust Financial Advisors | 0.00% | Add +0.7% | 6,109 | $335K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -4.2% | 6,058 | $332K |
| Truist Financial Corp. | 0.00% | Add +14.8% | 5,962 | $327K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -55.1% | 5,893 | $323K |
| Lowe Brockenbrough & Co. Inc. | 0.02% | No change | 5,863 | $322K |
| Brevan Howard Capital Management LP | 0.01% | Add +20.7% | 5,806 | $318K |
| Oregon Public Employees Retirement Fund | 0.01% | No change | 5,797 | $318K |
| State of Wisconsin Investment Board | 0.00% | Reduce -68.7% | 5,517 | $303K |
| Thompson Siegel & Walmsley LLC | 0.00% | No change | 5,507 | $302K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -0.1% | 5,272 | $289K |
| Sigma Planning Corp | 0.01% | Add +14.1% | 5,219 | $286K |
| Vident Advisory, LLC | 0.00% | Reduce -1.2% | 5,126 | $281K |
| Corps Capital Advisors, LLC | 0.28% | — | 5,000 | $274K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | — | 4,928 | $270K |
| Comerica Bank | 0.00% | Reduce -3.0% | 4,925 | $270K |
| Yousif Capital Management, LLC | 0.00% | Reduce -2.1% | 4,843 | $266K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -0.1% | 4,641 | $255K |
| Baird Financial Group, Inc. | 0.00% | No change | 4,587 | $252K |
| Osaic Holdings, Inc. | 0.00% | Reduce -12.8% | 4,490 | $247K |
| Russell Investments Group, Ltd. | 0.00% | Add +19.0% | 4,445 | $244K |
| Fulcrum Equity Management | 0.23% | Reduce -51.2% | 4,255 | $233K |
| HSBC Holdings PLC | 0.00% | Reduce -19.2% | 4,199 | $230K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 4,088 | $224K |
| BNP Paribas Financial Markets | 0.00% | Reduce -81.5% | 4,077 | $224K |
| HighTower Advisors, LLC | 0.00% | Reduce -2.7% | 3,990 | $219K |
| Millennium Management | 0.00% | Reduce -39.9% | 3,932 | $216K |
| Versor Investments LP | 0.04% | New | 3,900 | $214K |
| Sunbelt Securities, Inc. | 0.02% | Add +2.9% | 3,891 | $212K |
| Mutual of America Capital Management LLC | 0.00% | New | 3,741 | $205K |
| AE Wealth Management LLC | 0.00% | Reduce -29.2% | 3,739 | $205K |
| Vestcor Inc | 0.01% | No change | 3,086 | $169K |
| PNC Financial Services Group, Inc. | 0.00% | Add +68.6% | 3,052 | $167K |
| FMR LLC | 0.00% | Reduce -74.2% | 2,905 | $159K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 2,397 | $131K |
| Sittner & Nelson, LLC | 0.05% | No change | 2,250 | $123K |
| SBI Securities Co., Ltd. | 0.00% | — | 2,017 | $111K |
| Wintrust Investments LLC | 0.10% | Reduce -60.7% | 2,007 | $110K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -61.1% | 1,780 | $98K |
| US Bancorp \de | 0.00% | Add +325.7% | 1,758 | $96K |
| Global Retirement Partners, LLC | 0.00% | Reduce -6.6% | 1,710 | $94K |
| Lazard Asset Management LLC | 0.00% | Reduce -74.3% | 1,612 | $88K |
| Blue Trust, Inc. | 0.00% | Reduce -49.7% | 1,274 | $70K |
| Public Employees Retirement System of Ohio | 0.00% | Add +1.7% | 1,257 | $69K |
| KBC Group NV | 0.00% | No change | 1,141 | $63K |
| Cwm, LLC | 0.00% | Add +45.4% | 1,037 | $57K |
| Jones Financial Companies LLLP | 0.00% | New | 1,014 | $56K |
| Parkside Financial Bank & Trust | 0.01% | No change | 949 | $52K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 900 | $49K |
| GAMMA Investing LLC | 0.00% | Add +23.4% | 829 | $45K |
| Sterling Capital Management LLC | 0.00% | Add +828.9% | 771 | $42K |
| Salomon & Ludwin, LLC | 0.00% | No change | 763 | $42K |
| Signaturefd, LLC | 0.00% | Reduce -0.9% | 636 | $35K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 610 | $33K |
| Quest 10 Wealth Builders, Inc. | 0.03% | — | 573 | $31K |
| Sound Income Strategies, LLC | 0.00% | Add +1.6% | 494 | $27K |
| Private Trust Co. NA | 0.00% | No change | 456 | $25K |
| Riverview Trust Co | 0.02% | No change | 380 | $21K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +8.6% | 380 | $21K |
| Versant Capital Management, Inc | 0.00% | Add +144.2% | 359 | $20K |
| Allworth Financial LP | 0.00% | Add +7.9% | 341 | $17K |
| Bogart Wealth, LLC | 0.00% | No change | 300 | $16K |
| Salem Investment Counselors Inc. | 0.00% | No change | 300 | $16K |
| Smartleaf Asset Management LLC | 0.00% | Add +145.4% | 238 | $13K |
| Bessemer Group Inc. | 0.00% | No change | 225 | $12K |
| AlphaMark Advisors, LLC | 0.00% | Reduce -66.7% | 200 | $11K |
| Transce3nd, LLC | 0.00% | — | 173 | $9K |
| Parallel Advisors, LLC | 0.00% | Reduce -0.6% | 172 | $9K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -1.2% | 163 | $9K |
| Creative Financial Designs Inc. | 0.00% | Add +77.8% | 160 | $9K |
| Whittier Trust Co. | 0.00% | Reduce -38.9% | 159 | $9K |
| Quadrant Capital Group LLC | 0.00% | Add +26.7% | 152 | $8K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +8.8% | 148 | $8K |
| Lindbrook Capital, LLC | 0.00% | Add +6.7% | 144 | $8K |
| Huntington National Bank | 0.00% | No change | 138 | $8K |
| ORG Partners LLC | 0.00% | No change | 130 | $7K |
| SWAN Capital LLC | 0.00% | No change | 127 | $7K |
| Delta Asset Management LLC | 0.00% | No change | 100 | $5K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -8.5% | 86 | $5K |
| Fifth Third Bancorp | 0.00% | No change | 83 | $5K |
| Fortitude Family Office, LLC | 0.00% | No change | 82 | $4K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 76 | $4K |
| Dogwood Wealth Management LLC | 0.00% | New | 75 | $4K |
| Harbour Investments, Inc. | 0.00% | No change | 75 | $4K |
| Dunhill Financial, LLC | 0.00% | Add +1.4% | 71 | $4K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 70 | $4K |
| Larson Financial Group LLC | 0.00% | New | 68 | $4K |
| Avior Wealth Management, LLC | 0.00% | No change | 66 | $4K |
| UMB Bank, n.a. | 0.00% | No change | 58 | $3K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +11.1% | 50 | $3K |
| PSI Advisors, LLC | 0.00% | Reduce -74.9% | 47 | $3K |
| Godsey & Gibb, Inc. | 0.00% | No change | 42 | $2K |
| Covestor Ltd | 0.00% | Add +17.1% | 41 | $2K |
| Arax Advisory Partners | 0.00% | No change | 36 | $2K |
| IFP Advisors, Inc | 0.00% | Reduce -54.5% | 10 | $2K |
| Hemington Wealth Management | 0.00% | Reduce -16.2% | 31 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | New | 13 | $1K |
| Quarry LP | 0.00% | New | 18 | $987 |
| Principal Securities, Inc. | 0.00% | Reduce -29.2% | 17 | $932 |
| Broadwater Capital Management LLC | 0.00% | No change | 15 | $823 |
| Rothschild Investment LLC | 0.00% | Reduce -25.0% | 15 | $823 |
| Mowery & Schoenfeld Wealth Management, LLC | 0.00% | No change | 12 | $659 |
| Private Wealth Management Group, LLC | 0.00% | No change | 11 | $604 |
| Bell Investment Advisors, Inc | 0.00% | No change | 11 | $604 |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 10 | $548 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 7 | $384 |
| WR Wealth Planners, LLC | 0.00% | No change | 2 | $110 |
"% of holder's portfolio" is UVV's weight in each manager's 13F, not the share of Universal Corp. the manager owns.