UniversalUVV

13F holders, Q4 2025 (December 31)
227holders −3
17new positions
26sold out
5famous investors
$52.75avg. 13F price*

At the end of Q4 2025, 227 institutions reported holding Universal Corp. (UVV) in their 13F filings, down 3 from Q3 2025. 17 opened new positions and 26 sold out. The largest holders were BlackRock, Inc. ($199.4M), Vanguard Group Inc. ($157.4M) and Dimensional Fund Advisors LP ($94.0M). 5 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Israel Englander (0.0% of Millennium Management'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 2025 → Q4 2025

InstitutionsTotal Value
New Positions17$4.7M
Exits26$20.2M

All 13F filers, Q3 2025 → Q4 2025: 888,003 shares bought and 1,112,469 shares sold, net −224,466 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 227 holders

BlackRock, Inc. 0.00% Add +2.4% 3,779,245 $199.4M
Vanguard Group Inc. 0.00% Add +1.2% 2,983,924 $157.4M
Dimensional Fund Advisors LP 0.02% Add +0.0% 1,782,092 $94.0M
State Street Corp. 0.00% Reduce -0.4% 1,443,606 $76.2M
Invesco Ltd. 0.00% Add +4.7% 853,722 $45.0M
Geode Capital Management, LLC 0.00% Add +0.9% 624,381 $32.9M
Barclays PLC 0.01% Add +5.5% 610,525 $32.2M
Charles Schwab Investment Management Inc. 0.00% Reduce -3.5% 524,941 $27.7M
Qube Research & Technologies Ltd 0.03% Reduce -16.2% 388,688 $20.5M
Morgan Stanley 0.00% Reduce -0.2% 366,906 $19.4M
Bank of New York Mellon Corp 0.00% Reduce -2.0% 355,546 $18.8M
Prudential Financial Inc. 0.02% Add +15.9% 345,597 $18.2M
Pzena Investment Management LLC 0.05% Reduce -2.9% 327,678 $17.3M
UBS Group AG 0.00% Add +98.5% 312,787 $16.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Add +1.4% 277,359 $14.6M
First Trust Advisors LP 0.01% Add +13.0% 261,038 $13.8M
Two Sigma Investments, LP 0.02% Add +0.4% 258,403 $13.6M
Northern Trust Corp. 0.00% Reduce -5.6% 238,919 $12.6M
D. E. Shaw & Co. 0.01% Reduce -2.6% 178,622 $9.4M
Victory Capital Management Inc. 0.01% Add +98.7% 177,959 $9.4M
Two Sigma Advisers, LP 0.02% Add +3.0% 176,400 $9.3M
Millennium Management 0.01% Reduce -41.3% 163,780 $8.6M
Adams Asset Advisors, LLC 1.00% Reduce -1.3% 142,083 $7.5M
DAVENPORT & Co LLC 0.04% Reduce -3.9% 133,210 $7.0M
ProShare Advisors LLC 0.01% Add +1.3% 119,285 $6.3M
Principal Financial Group Inc. 0.00% Reduce -1.1% 118,740 $6.3M
Advisors Asset Management, Inc. 0.10% Reduce -27.9% 113,298 $6.0M
Public Sector Pension Investment Board 0.02% Reduce -4.7% 105,873 $5.6M
Intech Investment Management LLC 0.05% Add +21.4% 102,674 $5.4M
Brandywine Global Investment Management, LLC 0.04% Reduce -3.6% 98,883 $5.2M
Goldman Sachs Group Inc. 0.00% Reduce -1.2% 90,378 $4.8M
Citadel Advisors 0.00% Reduce -56.9% 90,049 $4.8M
Allianz Asset Management GmbH 0.01% Reduce -21.9% 83,267 $4.4M
Ameriprise Financial Inc. 0.00% Reduce -3.4% 75,740 $4.0M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Reduce -15.6% 74,650 $3.9M
Legal & General Group Plc 0.00% Reduce -6.7% 62,946 $3.3M
Navellier & Associates Inc. 0.36% Reduce -11.5% 61,696 $3.3M
Nuveen, LLC 0.00% Add +48.0% 58,173 $3.1M
Rhumbline Advisers 0.00% Reduce -6.8% 57,199 $3.0M
Bank of America Corp. 0.00% Reduce -22.5% 54,389 $2.9M
Neuberger Berman Group LLC 0.00% Reduce -2.3% 53,690 $2.8M
JPMorgan Chase & Co. 0.00% Add +12.2% 49,781 $2.6M
Wells Fargo & Company 0.00% Add +29.4% 49,249 $2.6M
Swiss National Bank 0.00% Add +2.1% 49,100 $2.6M
Creative Planning 0.00% Add +153.9% 47,084 $2.5M
New York State Teachers Retirement System 0.00% Reduce -0.5% 45,960 $2.4M
Raymond James Financial Inc. 0.00% Add +12.5% 39,875 $2.1M
AQR Capital Management 0.00% Add +27.6% 38,912 $2.1M
Royal Bank of Canada 0.00% Add +386.2% 37,936 $2.0M
Exchange Traded Concepts, LLC 0.02% Add +1.6% 37,080 $2.0M
Martingale Asset Management L P 0.05% Reduce -0.6% 33,614 $1.8M
Guggenheim Capital LLC 0.01% Add +17.4% 33,436 $1.8M
Vestcor Inc 0.05% Add +282.6% 33,264 $1.8M
Arkadios Wealth Advisors 0.03% Reduce -1.5% 31,886 $1.7M
First National Trust Co 0.05% No change 29,432 $1.6M
T. Rowe Price Associates Inc. 0.00% Add +2.7% 28,497 $1.5M
Russell Investments Group, Ltd. 0.00% Add +16.6% 28,333 $1.5M
Thrivent Financial for Lutherans 0.00% Add +55.0% 27,823 $1.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -9.6% 27,172 $1.4M
Alliancebernstein L.P. 0.00% Reduce -0.0% 26,693 $1.4M
Cerity Partners LLC 0.00% Reduce -0.5% 26,145 $1.4M
Susquehanna Portfolio Strategies, LLC 0.02% Add +7.3% 25,049 $1.3M
LPL Financial LLC 0.00% Add +6.1% 24,709 $1.3M
SG Americas Securities, LLC 0.00% Add +130.8% 24,016 $1.3M
Voya Investment Management LLC 0.00% Add +1.6% 23,703 $1.3M
Cambridge Investment Research Advisors, Inc. 0.00% Add +50.8% 23,476 $1.2M
CoreCap Advisors, LLC 0.04% Reduce -1.9% 21,906 $1.2M
Foundations Investment Advisors, LLC 0.01% Add +228.4% 21,682 $1.1M
Verition Fund Management LLC 0.01% New 20,284 $1.1M
Deutsche Bank AG 0.00% Add +4.4% 20,028 $1.1M
CANADA LIFE ASSURANCE Co 0.00% No change 19,327 $1.0M
Aquatic Capital Management LLC 0.03% New 18,893 $997K
Heritage Wealth Advisors 0.04% Add +1.6% 18,356 $968K
Nisa Investment Advisors, LLC 0.00% Reduce -18.0% 17,718 $935K
ExodusPoint Capital Management, LP 0.01% Add +24.1% 17,714 $934K
Sei Investments Co. 0.00% Add +330.7% 15,901 $839K
HSBC Holdings PLC 0.00% Reduce -21.5% 15,711 $828K
GMO 0.00% No change 14,955 $789K
Brandywine Trust Co. 0.14% No change 14,907 $786K
Jump Financial, LLC 0.01% Reduce -76.3% 14,769 $779K
Quantinno Capital Management LP 0.00% Add +54.2% 14,112 $744K
Jefferies Financial Group Inc. 0.01% Reduce -12.3% 13,946 $736K
State of Alaska, Department of Revenue 0.01% Add +1.2% 13,688 $721K
MetLife Investment Management, LLC 0.00% Reduce -6.0% 13,630 $719K
Cetera Investment Advisers 0.00% Add +13.7% 13,062 $689K
Illinois Municipal Retirement Fund 0.01% Add +2.5% 13,033 $687K
Quadrature Capital Ltd 0.01% Add +104.8% 12,785 $674K
Y-Intercept (Hong Kong) Ltd 0.01% Reduce -46.1% 12,239 $646K
BNP Paribas Financial Markets 0.00% Reduce -74.4% 12,008 $633K
Cary Street Partners Financial LLC 0.02% Reduce -0.8% 11,605 $612K
Citigroup Inc. 0.00% Reduce -33.0% 11,434 $603K
Louisiana State Employees Retirement System 0.01% No change 11,400 $601K
Horizon Investments, LLC 0.01% Add +10.9% 11,533 $599K
Franklin Resources Inc. 0.00% Add +4.2% 11,298 $596K
Osaic Holdings, Inc. 0.00% Add +3.1% 10,864 $575K
Janus Henderson Group PLC 0.00% No change 10,762 $567K
Boothbay Fund Management, LLC 0.01% New 10,576 $558K
Manufacturers Life Insurance Company, The 0.00% Reduce -7.0% 10,564 $557K
Alps Advisors Inc. 0.00% Reduce -6.2% 10,428 $550K
Engineers Gate Manager LP 0.01% New 10,227 $539K
CIBC Private Wealth Group LLC 0.00% Reduce -0.1% 10,106 $533K
NewEdge Advisors, LLC 0.00% New 10,040 $530K
Numerai GP LLC 0.06% New 9,535 $503K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +135.8% 9,273 $489K
Daiwa Securities Group Inc. 0.00% Add +1.6% 8,679 $458K
Rexford Capital Inc. 0.35% Add +2.4% 8,671 $457K
Bank of Montreal 0.00% Add +16.0% 8,612 $454K
Lazard Asset Management LLC 0.00% Reduce -64.4% 7,998 $422K
O'shaughnessy Asset Management, LLC 0.00% Reduce -22.7% 7,924 $418K
3Chopt Investment Partners, LLC 0.09% No change 7,800 $411K
Hancock Whitney Corp. 0.01% Reduce -8.0% 7,712 $407K
Cambria Investment Management, L.P. 0.02% Reduce -48.5% 7,597 $401K
New York State Common Retirement Fund 0.00% No change 7,500 $396K
Squarepoint Ops LLC 0.00% Reduce -88.9% 7,483 $395K
Mariner, LLC 0.00% Add +37.0% 7,377 $389K
Amalgamated Bank 0.00% Reduce -0.3% 7,247 $382K
Sigma Planning Corp 0.01% Add +7.5% 7,089 $374K
Tidal Investments LLC 0.00% Add +22.6% 7,000 $369K
Arizona State Retirement System 0.00% Reduce -5.2% 6,955 $367K
Police & Firemen's Retirement System of New Jersey 0.00% No change 6,692 $353K
Man Group plc 0.00% Add +20.2% 6,575 $347K
Taylor Hoffman Capital Management LLC 0.10% No change 6,459 $341K
Howland Capital Management LLC 0.01% No change 6,383 $337K
Captrust Financial Advisors 0.00% Add +4.3% 6,315 $333K
AE Wealth Management LLC 0.00% Reduce -7.7% 6,289 $332K
Teachers Retirement System of the State of Kentucky 0.00% Reduce -11.0% 6,252 $330K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -2.6% 6,170 $325K
AdvisorShares Investments LLC 0.05% Reduce -9.6% 6,106 $322K
HighTower Advisors, LLC 0.00% Reduce -5.2% 6,035 $318K
State of Tennessee, Department of Treasury 0.00% Reduce -7.3% 5,615 $318K
Vident Advisory, LLC 0.00% Reduce -16.1% 5,847 $308K
John Boyer, Inc. 0.31% Add +1.6% 5,834 $308K
Oregon Public Employees Retirement Fund 0.00% Add +1.8% 5,697 $301K
Truist Financial Corp. 0.00% Add +0.2% 5,596 $295K
Thompson Siegel & Walmsley LLC 0.00% No change 5,507 $290K
Lowe Brockenbrough & Co. Inc. 0.01% Reduce -3.1% 5,438 $287K
Commonwealth Equity Services, LLC 0.00% Reduce -6.2% 5,384 $284K
Ritholtz Wealth Management 0.01% Reduce -17.6% 5,279 $278K
Balyasny Asset Management L.P. 0.00% Reduce -79.8% 5,028 $265K
Private Advisor Group, LLC 0.00% Add +0.0% 5,011 $264K
Virtus Advisers, LLC 0.12% No change 4,570 $241K
Baird Financial Group, Inc. 0.00% Add +11.3% 4,512 $238K
Independent Financial Group, LLC 0.01% Add +5.0% 4,215 $222K
Larson Financial Group LLC 0.01% Add +2526.9% 4,098 $216K
Public Employees Retirement Association of Colorado 0.00% No change 4,084 $215K
Comerica Bank 0.00% Reduce -0.3% 3,888 $205K
Axq Capital, LP 0.05% Reduce -3.0% 3,875 $204K
Yousif Capital Management, LLC 0.00% Reduce -2.3% 3,740 $204K
Envestnet Asset Management Inc. 0.00% Add +5.9% 3,855 $203K
Sittner & Nelson, LLC 0.07% Add +44.4% 3,250 $188K
Canada Pension Plan Investment Board 0.00% Add +240.0% 3,400 $179K
Motiv8 Investments LLC 0.10% New 3,400 $179K
PNC Financial Services Group, Inc. 0.00% Add +7.9% 3,114 $164K
Quantbot Technologies LP 0.01% Reduce -55.5% 2,876 $152K
Sunbelt Securities, Inc. 0.01% Add +0.3% 2,763 $146K
Jones Financial Companies LLLP 0.00% Add +109.0% 2,728 $144K
FMR LLC 0.00% Reduce -36.0% 2,446 $129K
Byrne Asset Management LLC 0.06% New 2,093 $110K
SBI Securities Co., Ltd. 0.00% Reduce -1.9% 2,083 $110K
US Bancorp \de 0.00% Add +7.2% 2,067 $109K
Ameritas Investment Partners, Inc. 0.00% No change 2,022 $107K
Hantz Financial Services, Inc. 0.00% Reduce -4.8% 1,911 $101K
Cwm, LLC 0.00% Add +20.2% 1,830 $97K
Quadrant Capital Group LLC 0.00% Reduce -0.3% 1,591 $84K
Sterling Capital Management LLC 0.00% Reduce -16.8% 1,395 $74K
GAMMA Investing LLC 0.00% Add +16.9% 1,357 $72K
Public Employees Retirement System of Ohio 0.00% Reduce -1.2% 1,163 $61K
KBC Group NV 0.00% No change 1,141 $60K
Triumph Capital Management 0.01% New 1,135 $60K
Kestra Advisory Services, LLC 0.00% New 1,124 $59K
Pinnacle Wealth Planning Services, Inc. 0.01% New 1,043 $55K
Salomon & Ludwin, LLC 0.00% Add +9.9% 947 $50K
Hilton Head Capital Partners, LLC 0.03% — 900 $47K
Wilmington Savings Fund Society, FSB 0.00% No change 900 $47K
Signaturefd, LLC 0.00% Add +23.2% 819 $43K
Blue Trust, Inc. 0.00% Reduce -41.2% 814 $43K
AlphaQuest LLC 0.00% Reduce -92.2% 767 $40K
Ankerstar Wealth, LLC 0.04% — 705 $37K
Sound Income Strategies, LLC 0.00% Add +16.4% 612 $33K
Aster Capital Management (DIFC) Ltd 0.01% Add +1634.4% 555 $29K
Versant Capital Management, Inc 0.00% Add +24.5% 514 $27K
Farther Finance Advisors, LLC 0.00% Add +75.2% 466 $25K
Steward Partners Investment Advisory, LLC 0.00% Reduce -6.1% 460 $24K
EverSource Wealth Advisors, LLC 0.00% Reduce -34.5% 457 $24K
Tower Research Capital LLC (TRC) 0.00% Reduce -76.0% 450 $24K
Smartleaf Asset Management LLC 0.00% Add +45.6% 345 $18K
Allworth Financial LP 0.00% Reduce -18.8% 329 $17K
Optiver Holding B.V. 0.00% New 313 $17K
Bessemer Group Inc. 0.00% Add +98.7% 310 $16K
Bogart Wealth, LLC 0.00% No change 300 $16K
Arax Advisory Partners 0.00% Reduce -73.1% 266 $14K
GHP Investment Advisors, Inc. 0.00% Add +242.9% 240 $13K
Capital Advisors, Ltd. LLC 0.00% Add +497.1% 203 $11K
Private Trust Co. NA 0.00% No change 193 $10K
UMB Bank, n.a. 0.00% Add +39.7% 162 $9K
Huntington National Bank 0.00% No change 138 $7K
ORG Partners LLC 0.00% No change 130 $7K
Fifth Third Bancorp 0.00% Reduce -23.6% 126 $7K
Parallel Advisors, LLC 0.00% Reduce -57.8% 108 $6K
Los Angeles Capital Management LLC 0.00% New 109 $5K
Global Retirement Partners, LLC 0.00% Add +1.0% 101 $5K
Delta Asset Management LLC 0.00% No change 100 $5K
DV Trading LLC 0.00% — 100 $5K
IFP Advisors, Inc 0.00% Add +17.5% 94 $5K
Fortitude Family Office, LLC 0.00% No change 82 $4K
Dogwood Wealth Management LLC 0.00% No change 75 $4K
Harbour Investments, Inc. 0.00% No change 75 $4K
International Assets Investment Management, LLC 0.00% New 46 $2K
Godsey & Gibb, Inc. 0.00% No change 42 $2K
MassMutual Private Wealth & Trust, FSB 0.00% Add +21.2% 40 $2K
Quarry LP 0.00% Reduce -25.7% 26 $1K
Cary Street Partners Investment Advisory LLC 0.00% Reduce -17.9% 23 $1K
Ares Financial Consulting, LLC 0.00% — 22 $1K
Transamerica Financial Advisors, LLC 0.00% Add +250.0% 21 $1K
Rockefeller Capital Management L.P. 0.00% Reduce -82.0% 21 $1K
Sankala Group LLC 0.00% — 20 $1K
Cornerstone Financial Management LLC 0.00% — 20 $1K
Rothschild Investment LLC 0.00% Reduce -20.0% 20 $1K
Covestor Ltd 0.00% Reduce -44.8% 16 $1K
Mowery & Schoenfeld Wealth Management, LLC 0.00% No change 12 $633
Private Wealth Management Group, LLC 0.00% No change 11 $581
Bell Investment Advisors, Inc 0.00% No change 11 $581
Kilter Group LLC 0.00% New 7 $370
Prestige Wealth Management Group LLC 0.00% No change 7 $370
Cornerstone Planning Group LLC 0.00% New 6 $332
Gilpin Wealth Management, LLC 0.00% — 2 $106
Dunhill Financial, LLC 0.00% New 1 $28

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