Universal UVV Institutional Ownership

NYSE UVV

$41.58 -0.21 (-0.50%)

As of: Oct 1, 2026 · 3:23 PM EDT

Institutions by Trading Activity

233 Institutions

Increased 128 54.9%

Unchanged 34 14.6%

Reduced 71 30.5%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

81.89%

▲+2.39 pp QoQ

Shares Held by Institutions

20.54Mn

of 25.08Mn outstanding

▲+4.32% QoQ

Shares Outstanding

25.08Mn

4.54Mn held outside 13F filers

Institutional Investors

233

filed 13F for Jun 2026

▲+3 vs prior quarter

Net Shares Added (QoQ)

+851.36K

accumulated since last quarter

Value of Holdings

$857.66Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Universal Corp /Va/ (NYSE:UVV) is held by 233 institutional investors per 13F filings through June 2026.

Their combined ownership stood at 81.9% of outstanding shares in June 2026, up from 79.5% in March 2026.
They increased total shares held in Universal by 4.32% from last quarter, and the number of investors in UVV decreased 2.51% annually.
Among the 233 funds, 128 bought more Universal shares, 71 sold down, and 34 held their ground.
Altogether, these fund groups held 20.54Mn shares in UVV by June 2026, up by 851.36K shares quarter on quarter, and up 1.21Mn shares year over year.
BlackRock, Inc. leads ownership in UVV with 3.9Mn shares as of June 30, 2026, equal to 15.53% of outstanding shares.
Leading buyers of Universal shares for the quarter ending June 2026 were Sixth Street Partners Management Company, L.P. (424.68K), MILLENNIUM MANAGEMENT LLC (242.72K), UBS Group AG (155.96K), D. E. Shaw & Co., Inc. (146.48K), Point72 Asset Management, L.P. (88.69K).
The largest sellers of Universal for the quarter ending June 2026 were Barclays Plc (221.54K), VICTORY CAPITAL MANAGEMENT INC (132.91K), CITADEL ADVISORS LLC (87.06K), TWO SIGMA INVESTMENTS, LP (75.01K), Invesco Ltd. (74.65K).
Per Business Quant, the top 10 investors in UVV for the quarter ending June 2026 include BlackRock, Inc. (3.9Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (1.81Mn), DIMENSIONAL FUND ADVISORS LP (1.76Mn), State Street Corp (1.45Mn), VANGUARD CAPITAL MANAGEMENT LLC (1.12Mn), Invesco Ltd. (752.73K), GEODE CAPITAL MANAGEMENT, LLC (648.15K), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (424.68K), Sixth Street Partners Management Company, L.P. (424.68K), Prudential Financial Inc (402.34K).

Form 13F Holdings

233 Institutional Holders

Report period 30 Jun, 2026

Total shares held 20.54Mn

Of outstanding 81.89%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	3,895,750	15.53%	▲87,864	+2.31%	$203.24Mn
2	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	1,811,024	7.22%	▲68,498	+3.93%	$94.48Mn
3	DIMENSIONAL FUND ADVISORS LP	0000354204	1,764,415	7.03%	▼10,442	-0.59%	$92.05Mn
4	State Street Corp	0000093751	1,449,407	5.78%	▲50,989	+3.65%	$75.62Mn
5	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	1,115,922	4.45%	▲47,927	+4.49%	$58.22Mn
6	Invesco Ltd.	0000914208	752,733	3.00%	▼74,646	-9.02%	$39.27Mn
7	GEODE CAPITAL MANAGEMENT, LLC	0001214717	648,150	2.58%	▲44,460	+7.36%	$33.82Mn
8	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	424,680	1.69%	▼53,345	-11.16%	$22.16Mn
8	Sixth Street Partners Management Company, L.P.	0001812095	424,680	1.69%	▲424,680	0.00%	$22.16Mn
9	Prudential Financial Inc	0001137774	402,344	1.60%	▼7,613	-1.86%	$20.99Mn
10	FIRST TRUST ADVISORS LP	0001125816	391,184	1.56%	▲37,529	+10.61%	$20.41Mn
11	Morgan Stanley	0000895421	366,366	1.46%	▲1,961	+0.54%	$19.11Mn
12	Barclays Plc	0000312069	364,764	1.45%	▼221,537	-37.79%	$19.03Mn
13	PZENA INVESTMENT MANAGEMENT LLC	0001027796	363,477	1.45%	▲33,989	+10.32%	$18.96Mn
14	TWO SIGMA INVESTMENTS, LP	0001179392	358,446	1.43%	▼75,006	-17.30%	$18.70Mn
15	Bank of New York Mellon Corp	0001390777	342,650	1.37%	▲9,227	+2.77%	$17.88Mn
16	D. E. Shaw & Co., Inc.	0001009207	320,245	1.28%	▲146,479	+84.30%	$16.71Mn
17	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	0001705339	297,320	1.19%	▲14,198	+5.01%	$15.51Mn
18	Qube Research & Technologies Ltd	0001729829	289,656	1.15%	▼10,334	-3.44%	$15.11Mn
19	Northern Trust Corp	0000073124	271,904	1.08%	▲21,909	+8.76%	$14.19Mn

Showing 1 to 20 of 233 holders