UniversalUVV

13F holders, Q1 2025 (March 31)
218holders +5
28new positions
18sold out
4famous investors
$56.05avg. 13F price*

At the end of Q1 2025, 218 institutions reported holding Universal Corp. (UVV) in their 13F filings, up 5 from Q4 2024. 28 opened new positions and 18 sold out. The largest holders were BlackRock, Inc. ($211.2M), Vanguard Group Inc. ($164.2M) and Dimensional Fund Advisors LP ($103.6M). 4 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Jeremy Grantham (0.0% of GMO'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions28$12.1M
Exits18$12.3M

All 13F filers, Q4 2024 → Q1 2025: 832,065 shares bought and 805,022 shares sold, net +27,043 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 218 holders

BlackRock, Inc. 0.00% Reduce -2.4% 3,768,825 $211.2M
Vanguard Group Inc. 0.00% Add +0.6% 2,929,721 $164.2M
Dimensional Fund Advisors LP 0.03% Reduce -1.0% 1,848,132 $103.6M
State Street Corp. 0.00% Add +9.5% 1,356,532 $76.0M
Invesco Ltd. 0.01% Add +0.2% 996,874 $55.9M
First Trust Advisors LP 0.05% Add +2.2% 976,415 $54.7M
Pzena Investment Management LLC 0.18% Reduce -0.4% 911,834 $51.1M
Charles Schwab Investment Management Inc. 0.01% Add +1.3% 582,530 $32.7M
Geode Capital Management, LLC 0.00% Add +3.8% 581,815 $32.6M
Bank of New York Mellon Corp 0.00% Reduce -2.7% 376,387 $21.1M
UBS Group AG 0.00% Add +0.4% 354,932 $19.9M
Goldman Sachs Group Inc. 0.00% Reduce -34.0% 342,314 $19.2M
Morgan Stanley 0.00% Add +5.9% 338,948 $19.0M
Boston Partners 0.02% Add +19.4% 340,281 $18.9M
Northern Trust Corp. 0.00% Reduce -0.9% 283,269 $15.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Add +0.4% 265,472 $14.9M
Advisors Asset Management, Inc. 0.24% Add +1.6% 227,153 $12.7M
Qube Research & Technologies Ltd 0.01% Add +74.5% 156,214 $8.8M
Adams Asset Advisors, LLC 1.19% No change 151,106 $8.5M
ProShare Advisors LLC 0.02% Reduce -6.2% 136,192 $7.6M
DAVENPORT & Co LLC 0.04% Reduce -27.5% 125,059 $7.0M
Prudential Financial Inc. 0.01% Add +7.6% 124,914 $7.0M
Allianz Asset Management GmbH 0.01% Add +26.9% 123,813 $6.9M
Principal Financial Group Inc. 0.00% Add +2.7% 122,919 $6.9M
TrueMark Investments, LLC 1.43% Add +227.0% 97,210 $5.4M
Victory Capital Management Inc. 0.01% Add +222.6% 90,141 $5.1M
JPMorgan Chase & Co. 0.00% Reduce -37.8% 84,339 $4.7M
Ameriprise Financial Inc. 0.00% Reduce -3.7% 80,080 $4.5M
Public Sector Pension Investment Board 0.02% Add +27.3% 78,299 $4.4M
Jane Street Group, LLC 0.01% New 70,070 $3.9M
Navellier & Associates Inc. 0.54% Reduce -9.8% 66,807 $3.9M
Bank of America Corp. 0.00% Add +0.3% 68,799 $3.9M
Legal & General Group Plc 0.00% Reduce -5.9% 66,005 $3.7M
Rhumbline Advisers 0.00% Reduce -5.0% 61,019 $3.4M
Nuveen, LLC 0.00% — 57,817 $3.2M
Neuberger Berman Group LLC 0.00% Add +1.0% 55,501 $3.1M
D. E. Shaw & Co. 0.00% Reduce -0.4% 54,897 $3.1M
Swiss National Bank 0.00% Reduce -0.6% 47,900 $2.7M
Two Sigma Investments, LP 0.01% Add +43.1% 46,016 $2.6M
New York State Teachers Retirement System 0.01% Reduce -2.2% 44,251 $2.5M
Citigroup Inc. 0.00% Reduce -4.6% 40,545 $2.3M
Two Sigma Advisers, LP 0.01% Reduce -2.7% 39,900 $2.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +24.4% 36,958 $2.1M
Barclays PLC 0.00% Reduce -15.1% 36,210 $2.0M
Raymond James Financial Inc. 0.00% Add +47.8% 35,830 $2.0M
Segall Bryant & Hamill, LLC 0.03% Reduce -11.9% 33,194 $1.9M
Renaissance Technologies 0.00% Reduce -45.4% 32,311 $1.8M
Susquehanna International Group, LLP 0.00% Add +164.2% 30,987 $1.7M
Martingale Asset Management L P 0.04% Add +2.7% 30,399 $1.7M
Wells Fargo & Company 0.00% Reduce -4.9% 30,286 $1.7M
First National Trust Co 0.07% No change 29,636 $1.7M
Guggenheim Capital LLC 0.02% Add +2.7% 29,041 $1.6M
Alps Advisors Inc. 0.01% Add +7.8% 28,482 $1.6M
Susquehanna Fundamental Investments, LLC 0.03% Reduce -10.0% 26,613 $1.5M
LPL Financial LLC 0.00% Add +45.8% 26,319 $1.5M
Alliancebernstein L.P. 0.00% Reduce -3.0% 26,193 $1.5M
T. Rowe Price Associates Inc. 0.00% Add +16.1% 25,389 $1.4M
AQR Capital Management 0.00% Add +8.7% 24,791 $1.4M
Intech Investment Management LLC 0.01% Add +20.7% 24,070 $1.3M
Royal Bank of Canada 0.00% Add +18.8% 24,009 $1.3M
Cerity Partners LLC 0.00% Reduce -62.7% 23,162 $1.3M
CoreCap Advisors, LLC 0.05% Add +0.5% 21,608 $1.2M
Marshall Wace, LLP 0.00% New 21,336 $1.2M
CANADA LIFE ASSURANCE Co 0.00% Reduce -12.5% 19,688 $1.1M
Deutsche Bank AG 0.00% Reduce -8.9% 19,659 $1.1M
Nisa Investment Advisors, LLC 0.01% Reduce -6.6% 19,205 $1.1M
Thrivent Financial for Lutherans 0.00% Reduce -5.0% 18,137 $1.0M
SummerHaven Investment Management, LLC 0.65% Add +1.7% 16,519 $926K
Jump Financial, LLC 0.01% Add +54.3% 16,500 $925K
Cambridge Investment Research Advisors, Inc. 0.00% Add +8.6% 15,155 $849K
Brandywine Trust Co. 0.13% No change 14,907 $836K
Exchange Traded Concepts, LLC 0.01% Add +2.8% 14,727 $825K
MetLife Investment Management, LLC 0.00% Reduce -1.3% 14,503 $813K
State of Alaska, Department of Revenue 0.01% Reduce -2.3% 13,683 $766K
Corebridge Financial, Inc. 0.00% Reduce -1.9% 12,573 $705K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% New 12,530 $702K
Heritage Wealth Advisors 0.04% Reduce -53.7% 12,319 $690K
Manufacturers Life Insurance Company, The 0.00% Add +2.7% 12,073 $677K
Illinois Municipal Retirement Fund 0.01% Reduce -8.1% 12,068 $676K
Louisiana State Employees Retirement System 0.01% Reduce -2.5% 11,600 $650K
Voloridge Investment Management, LLC 0.00% New 11,318 $634K
Cary Street Partners Financial LLC 0.02% New 11,128 $624K
O'shaughnessy Asset Management, LLC 0.01% Reduce -43.0% 11,087 $621K
Franklin Resources Inc. 0.00% Reduce -6.7% 10,833 $607K
GMO 0.00% Add +16.3% 10,766 $603K
Janus Henderson Group PLC 0.00% No change 10,762 $603K
Voya Investment Management LLC 0.00% Reduce -21.4% 10,721 $601K
Walleye Capital LLC 0.01% Add +20.2% 10,522 $590K
GWN Securities Inc. 0.03% New 10,381 $574K
Arrowstreet Capital, Limited Partnership 0.00% New 9,373 $525K
Creative Planning 0.00% Add +27.0% 9,225 $517K
SG Americas Securities, LLC 0.00% Reduce -1.1% 9,062 $508K
Daiwa Securities Group Inc. 0.00% Add +4.5% 8,499 $476K
Mariner, LLC 0.00% Reduce -14.1% 8,047 $451K
Denali Advisors LLC 0.05% New 7,908 $443K
Teachers Retirement System of the State of Kentucky 0.00% No change 7,827 $439K
3Chopt Investment Partners, LLC 0.11% New 7,800 $437K
CIBC Private Wealth Group LLC 0.00% No change 8,300 $434K
Bank of Montreal 0.00% New 7,623 $427K
New York State Common Retirement Fund 0.00% No change 7,500 $420K
Maryland State Retirement & Pension System 0.01% Reduce -13.2% 7,239 $406K
Arizona State Retirement System 0.00% Reduce -1.2% 7,083 $397K
Amalgamated Bank 0.00% Reduce -2.2% 7,038 $394K
Dark Forest Capital Management LP 0.02% New 6,975 $391K
Vident Advisory, LLC 0.01% Add +34.9% 6,913 $388K
Royce & Associates LP 0.00% Reduce -38.8% 6,796 $381K
Ritholtz Wealth Management 0.01% Reduce -44.2% 6,701 $376K
Taylor Hoffman Capital Management LLC 0.13% No change 6,459 $362K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -8.9% 6,286 $352K
State of Wisconsin Investment Board 0.00% Add +10.2% 6,079 $341K
State of Tennessee, Department of Treasury 0.00% No change 6,058 $340K
Squarepoint Ops LLC 0.00% Reduce -37.9% 6,037 $338K
Truist Financial Corp. 0.00% Add +0.4% 5,986 $336K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Add +12.1% 5,909 $331K
Commonwealth Equity Services, LLC 0.00% Reduce -4.6% 5,899 $331K
Dynamic Technology Lab Private Ltd 0.05% New 5,780 $324K
Oregon Public Employees Retirement Fund 0.01% Reduce -1.7% 5,697 $319K
Sigma Planning Corp 0.01% Add +8.3% 5,654 $317K
Lowe Brockenbrough & Co. Inc. 0.02% Reduce -4.3% 5,613 $315K
Cambria Investment Management, L.P. 0.02% Reduce -34.2% 5,606 $314K
Thompson Siegel & Walmsley LLC 0.01% No change 5,507 $309K
Cibc World Markets Corp. 0.00% New 5,334 $299K
Captrust Financial Advisors 0.00% Reduce -13.2% 5,305 $297K
Private Advisor Group, LLC 0.00% New 5,022 $281K
Corps Capital Advisors, LLC 0.29% No change 5,000 $280K
Police & Firemen's Retirement System of New Jersey 0.00% No change 4,928 $276K
Verition Fund Management LLC 0.00% New 4,819 $270K
Comerica Bank 0.00% Reduce -3.0% 4,775 $268K
Yousif Capital Management, LLC 0.00% Reduce -2.8% 4,709 $264K
Osaic Holdings, Inc. 0.00% Add +3.4% 4,643 $260K
SteelPeak Wealth, LLC 0.01% Reduce -1.2% 4,585 $257K
Virtus Advisers, LLC 0.17% New 4,570 $256K
Russell Investments Group, Ltd. 0.00% Add +2.3% 4,547 $255K
Quantinno Capital Management LP 0.00% New 4,333 $243K
HSBC Holdings PLC 0.00% Reduce -0.4% 4,181 $235K
Cetera Investment Advisers 0.00% New 4,154 $233K
Public Employees Retirement Association of Colorado 0.00% No change 4,088 $229K
Baird Financial Group, Inc. 0.00% Reduce -13.8% 3,952 $222K
FMR LLC 0.00% Add +30.8% 3,801 $213K
AE Wealth Management LLC 0.00% Reduce -0.1% 3,735 $209K
Brevan Howard Capital Management LP 0.01% Reduce -35.7% 3,733 $209K
HighTower Advisors, LLC 0.00% Reduce -6.6% 3,727 $209K
Fulcrum Equity Management 0.23% Reduce -13.0% 3,700 $207K
Teacher Retirement System of Texas 0.00% New 3,610 $202K
Mutual of America Capital Management LLC 0.00% Reduce -3.9% 3,596 $202K
Sunbelt Securities, Inc. 0.02% Reduce -17.2% 3,220 $180K
PNC Financial Services Group, Inc. 0.00% Reduce -13.9% 2,628 $147K
Ameritas Investment Partners, Inc. 0.00% No change 2,397 $134K
Sittner & Nelson, LLC 0.05% No change 2,250 $126K
SBI Securities Co., Ltd. 0.00% Reduce -5.8% 1,900 $106K
BNP Paribas Financial Markets 0.00% Reduce -53.8% 1,883 $106K
US Bancorp \de 0.00% Add +1.9% 1,792 $100K
Quadrant Capital Group LLC 0.00% Add +963.8% 1,617 $91K
Blue Trust, Inc. 0.00% Add +10.3% 1,405 $79K
Lazard Asset Management LLC 0.00% Reduce -15.7% 1,359 $76K
Public Employees Retirement System of Ohio 0.00% Add +4.0% 1,307 $73K
Parkside Financial Bank & Trust 0.01% Add +27.1% 1,206 $68K
GAMMA Investing LLC 0.00% Add +38.6% 1,149 $64K
KBC Group NV 0.00% No change 1,141 $64K
Cwm, LLC 0.00% Add +7.0% 1,110 $62K
Tower Research Capital LLC (TRC) 0.00% Reduce -38.1% 1,101 $62K
Jones Financial Companies LLLP 0.00% Reduce -8.0% 933 $52K
Wilmington Savings Fund Society, FSB 0.00% No change 900 $50K
Hantz Financial Services, Inc. 0.00% New 823 $46K
Salomon & Ludwin, LLC 0.00% No change 763 $43K
Signaturefd, LLC 0.00% Add +3.3% 657 $37K
Coldstream Capital Management Inc. 0.00% New 592 $33K
Sound Income Strategies, LLC 0.00% Add +1.4% 501 $28K
Aster Capital Management (DIFC) Ltd 0.00% New 478 $26K
Sterling Capital Management LLC 0.00% Reduce -46.2% 415 $23K
Private Trust Co. NA 0.00% Reduce -13.8% 393 $22K
Allworth Financial LP 0.00% Add +9.7% 374 $22K
Riverview Trust Co 0.02% No change 380 $21K
Steward Partners Investment Advisory, LLC 0.00% No change 380 $21K
Bogart Wealth, LLC 0.00% No change 300 $17K
Salem Investment Counselors Inc. 0.00% No change 300 $17K
Meeder Asset Management Inc. 0.00% New 270 $15K
Smartleaf Asset Management LLC 0.00% Reduce -9.2% 216 $12K
EverSource Wealth Advisors, LLC 0.00% Add +33.1% 197 $11K
Harbor Capital Advisors, Inc. 0.00% Add +20.9% 197 $11K
Brooklyn Investment Group 0.00% New 190 $11K
Versant Capital Management, Inc 0.00% Reduce -54.0% 165 $9K
Creative Financial Designs Inc. 0.00% Add +1.9% 163 $9K
Lindbrook Capital, LLC 0.00% Add +6.3% 153 $9K
Arax Advisory Partners 0.00% Add +322.2% 152 $9K
Parallel Advisors, LLC 0.00% Reduce -19.2% 139 $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
Bessemer Group Inc. 0.00% Reduce -45.3% 123 $7K
Fifth Third Bancorp 0.00% Add +42.2% 118 $7K
Quantbot Technologies LP 0.00% New 117 $7K
Farther Finance Advisors, LLC 0.00% Add +19.8% 103 $6K
Delta Asset Management LLC 0.00% No change 100 $6K
UMB Bank, n.a. 0.00% Add +46.5% 85 $5K
Fortitude Family Office, LLC 0.00% No change 82 $5K
IFP Advisors, Inc 0.00% Add +460.0% 56 $4K
Dogwood Wealth Management LLC 0.00% No change 75 $4K
Harbour Investments, Inc. 0.00% No change 75 $4K
GHP Investment Advisors, Inc. 0.00% No change 70 $4K
Dunhill Financial, LLC 0.00% Reduce -15.5% 60 $3K
PSI Advisors, LLC 0.00% No change 47 $3K
Godsey & Gibb, Inc. 0.00% No change 42 $2K
Covestor Ltd 0.00% Reduce -12.2% 36 $2K
Rothschild Investment LLC 0.00% Add +100.0% 30 $2K
Hemington Wealth Management 0.00% Reduce -3.2% 30 $1K
Capital Advisors, Ltd. LLC 0.00% Add +30.8% 17 $1K
Principal Securities, Inc. 0.00% No change 17 $932
Broadwater Capital Management LLC 0.00% No change 15 $841
Cary Street Partners Investment Advisory LLC 0.00% New 15 $841
Larson Financial Group LLC 0.00% Reduce -80.9% 13 $729
Mowery & Schoenfeld Wealth Management, LLC 0.00% No change 12 $673
Bruce G. Allen Investments, LLC 0.00% Add +20.0% 12 $673
Private Wealth Management Group, LLC 0.00% No change 11 $617
Bell Investment Advisors, Inc 0.00% No change 11 $617
Kestra Investment Management, LLC 0.00% New 11 $617
Prestige Wealth Management Group LLC 0.00% No change 7 $393
Stephens Consulting, LLC 0.00% New 5 $281

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