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 |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
490
shares
|
$27,616
0.0% of portfolio
|
Q2 2025
Added 28.95%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
425
shares
|
$23,953
0.0% of portfolio
|
Q2 2025
Added 157.58%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
378
shares
|
$21,304
0.0% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
300
shares
|
$16,908
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
300
shares
|
$16,908
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
300
shares
|
$16,908
0.0% of portfolio
|
Q2 2020
Reduced 92.56%
|
|
|
Quantbot Technologies LP
New York, NY |
Aug 13, 2025 Q2 2025 |
293
shares
|
$16,513
0.0% of portfolio
|
Q2 2025
Added 150.43%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
239
shares
|
$13,470
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
238
shares
|
$13,413
0.0% of portfolio
|
Q2 2025
Added 71.22%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
215
shares
|
$12,117
0.0% of portfolio
|
Q2 2025
Added 74.8%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
200
shares
|
$11,272
0.0% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
200
shares
|
$11,272
0.0% of portfolio
|
Q4 2024
Reduced 66.67%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
193
shares
|
$10,877
0.0% of portfolio
|
Q2 2025
Reduced 50.89%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
192
shares
|
$10,821
0.0% of portfolio
|
Q2 2025
Reduced 11.11%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
190
shares
|
$10,708
0.0% of portfolio
|
Q2 2025
Added 14.21%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
158
shares
|
$8,904
0.0% of portfolio
|
Q2 2025
Reduced 90.76%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
158
shares
|
$8,904
0.0% of portfolio
|
Q2 2025
Reduced 3.07%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
154
shares
|
$8,679
0.0% of portfolio
|
Q2 2025
Added 49.51%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
153
shares
|
$8,623
0.0% of portfolio
|
Q1 2025
Added 6.25%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
152
shares
|
$8,566
0.0% of portfolio
|
Q1 2025
Added 322.22%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
138
shares
|
$7,777
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
134
shares
|
$7,552
0.0% of portfolio
|
Q2 2025
Added 13.56%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
130
shares
|
$7,326
0.0% of portfolio
|
Q3 2024
Reduced 97.34%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
100
shares
|
$5,636
0.0% of portfolio
|
Q3 2024
Reduced 66.67%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
96
shares
|
$5,410
0.0% of portfolio
|
Q2 2025
Added 12.94%
|