Institutional Ownership Universal Corp (UVV)
This table provides information about the institutional ownership of Universal Corp (UVV). We have compiled data on the 259 institutions that hold shares in the stock, with a total of 19.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
82
shares
|
$4,621
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
75
shares
|
$4,227
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
75
shares
|
$4,227
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
70
shares
|
$3,945
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
57
shares
|
$3,212
0.0% of portfolio
|
Q2 2025
Reduced 95.27%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
54
shares
|
$3,043
0.0% of portfolio
|
Q1 2023
Reduced 82.0%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
51
shares
|
$2,874
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
45
shares
|
$2,536
0.0% of portfolio
|
Q2 2025
Added 164.71%
|
|
|
Godsey & Gibb Associates
|
Jul 23, 2025 Q2 2025 |
42
shares
|
$2,367
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
38
shares
|
$2,141
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
37
shares
|
$2,085
0.0% of portfolio
|
Q3 2020
Added 270.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
30
shares
|
$1,690
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
28
shares
|
$1,578
0.0% of portfolio
|
Q2 2025
Added 86.67%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
25
shares
|
$1,409
0.0% of portfolio
|
Q2 2025
Reduced 16.67%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
19
shares
|
$1,070
0.0% of portfolio
|
Q2 2025
Reduced 47.22%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
19
shares
|
$1,070
0.0% of portfolio
|
Q2 2025
Added 11.76%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
19
shares
|
$1,070
0.0% of portfolio
|
Q2 2025
Added 46.15%
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
18
shares
|
$1,014
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Jul 28, 2025 Q2 2025 |
12
shares
|
$676
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
11
shares
|
$619
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
11
shares
|
$619
0.0% of portfolio
|
Q4 2023
Reduced 47.62%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
11
shares
|
$619
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
9
shares
|
$507
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
7
shares
|
$394
0.0% of portfolio
|
Q4 2020
Reduced 56.25%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
5
shares
|
$281
0.0% of portfolio
|
Q1 2025
New holding
|