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 |
|---|---|---|---|---|---|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
130
shares
|
$7,510
0.0% of portfolio
|
Q3 2024
Reduced 97.34%
|
|
|
Swan Capital LLC
Pensacola, FL |
May 23, 2025 Q1 2025 |
127
shares
|
$7,336
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
123
shares
|
$7,105
0.0% of portfolio
|
Q1 2025
Reduced 45.33%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
118
shares
|
$6,816
0.0% of portfolio
|
Q1 2025
Added 42.17%
|
|
|
Quantbot Technologies LP
New York, NY |
May 13, 2025 Q1 2025 |
117
shares
|
$6,759
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
100
shares
|
$5,777
0.0% of portfolio
|
Q3 2024
Reduced 66.67%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
96
shares
|
$5,545
0.0% of portfolio
|
Q2 2025
Added 12.94%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
82
shares
|
$4,737
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Apr 30, 2025 Q1 2025 |
75
shares
|
$4,332
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
75
shares
|
$4,332
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
70
shares
|
$4,043
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
60
shares
|
$3,466
0.0% of portfolio
|
Q1 2025
Reduced 15.49%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
56
shares
|
$3,235
0.0% of portfolio
|
Q1 2025
Added 460.0%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
54
shares
|
$3,119
0.0% of portfolio
|
Q1 2023
Reduced 82.0%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
47
shares
|
$2,715
0.0% of portfolio
|
Q4 2024
Reduced 74.87%
|
|
|
Godsey & Gibb Associates
|
Apr 11, 2025 Q1 2025 |
42
shares
|
$2,426
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
38
shares
|
$2,195
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
37
shares
|
$2,137
0.0% of portfolio
|
Q3 2020
Added 270.0%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
36
shares
|
$2,079
0.0% of portfolio
|
Q1 2025
Reduced 12.2%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
30
shares
|
$1,733
0.0% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
30
shares
|
$1,733
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
17
shares
|
$982
0.0% of portfolio
|
Q1 2025
Added 30.77%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
17
shares
|
$982
0.0% of portfolio
|
Q4 2024
Reduced 29.17%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
15
shares
|
$866
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
13
shares
|
$751
0.0% of portfolio
|
Q1 2025
Reduced 80.88%
|