Institutional Ownership Universal Corp (UVV)
This table provides information about the institutional ownership of Universal Corp (UVV). We have compiled data on the 237 institutions that hold shares in the stock, with a total of 19.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
592
shares
|
$34,199
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
514
shares
|
$29,693
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
501
shares
|
$28,942
0.0% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
May 15, 2025 Q1 2025 |
478
shares
|
$27,614
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
425
shares
|
$24,552
0.0% of portfolio
|
Q2 2025
Added 157.58%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
415
shares
|
$23,974
0.0% of portfolio
|
Q1 2025
Reduced 46.17%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
393
shares
|
$22,703
0.0% of portfolio
|
Q1 2025
Reduced 13.82%
|
|
|
Riverview Trust CO
|
Apr 10, 2025 Q1 2025 |
380
shares
|
$21,952
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
380
shares
|
$21,952
0.0% of portfolio
|
Q4 2024
Added 8.57%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
374
shares
|
$21,605
0.0% of portfolio
|
Q1 2025
Added 9.68%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
300
shares
|
$17,331
0.0% of portfolio
|
Q2 2020
Reduced 92.56%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
300
shares
|
$17,331
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
300
shares
|
$17,331
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Meeder Asset Management Inc
|
May 07, 2025 Q1 2025 |
270
shares
|
$15,597
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
238
shares
|
$13,749
0.0% of portfolio
|
Q2 2025
Added 71.22%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
216
shares
|
$12,478
0.0% of portfolio
|
Q1 2025
Reduced 9.24%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
200
shares
|
$11,554
0.0% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
200
shares
|
$11,554
0.0% of portfolio
|
Q4 2024
Reduced 66.67%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
197
shares
|
$11,380
0.0% of portfolio
|
Q1 2025
Added 33.11%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
190
shares
|
$10,976
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
163
shares
|
$9,416
0.0% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
154
shares
|
$8,896
0.0% of portfolio
|
Q2 2025
Added 49.51%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
153
shares
|
$8,838
0.0% of portfolio
|
Q1 2025
Added 6.25%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
152
shares
|
$8,781
0.0% of portfolio
|
Q1 2025
Added 322.22%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
138
shares
|
$7,972
0.0% of portfolio
|
Q3 2023
New holding
|