Skip to main content Skip to main content
Institutional Ownership · SEC Form 13F

Who owns Universal (UVV)


Which tracked institutional funds hold UVV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See UVV company fundamentals →

Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

230
Institutional holders
19M
Shares held (tracked funds)
74.9%
Of shares outstanding

How the tape is positioned

42 tracked funds added or opened UVV while 39 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

UVV’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in UVV divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 317 tracked filers holding UVV, 105 increased or opened the position and 114 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in UVV between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 15

  • VANGUARD PORTFOLIO MANAGEMENT LLC$92M
  • VANGUARD CAPITAL MANAGEMENT LLC$56M
  • VANGUARD FIDUCIARY TRUST CO$8M
  • RENAISSANCE TECHNOLOGIES LLC$4M
  • Point72 Asset Management, L.P.$2M
  • Vanguard Global Advisers, LLC$2M

Full exits 12

  • VANGUARD GROUP INC$157M
  • TWO SIGMA ADVISERS, LP$9M
  • Brandywine Global Investment Management, LLC$5M
  • Verition Fund Management LLC$1M
  • ExodusPoint Capital Management, LP$934K
  • Jump Financial, LLC$779K

Largest adds

  • TWO SIGMA INVESTMENTS, LP$9M
  • VICTORY CAPITAL MANAGEMENT INC$7M
  • FRANKLIN RESOURCES INC$5M
  • FIRST TRUST ADVISORS LP$5M
  • COMMONWEALTH EQUITY SERVICES, LLC$5M
  • Vestcor Inc$4M

Largest trims

  • BlackRock, Inc.$59M
  • UBS Group AG$11M
  • MILLENNIUM MANAGEMENT LLC$7M
  • Qube Research & Technologies Ltd$5M
  • Connor, Clark & Lunn Investment Management Ltd.$4M
  • Invesco Ltd.$3M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
BlackRock, Inc. added3,895,750$203M16.0%2026-Q2
DIMENSIONAL FUND ADVISORS LP trimmed1,774,857$94M7.4%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new1,742,526$92M7.2%2026-Q1
STATE STREET CORP added1,449,407$76M6.0%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC new1,067,995$56M4.4%2026-Q1
Invesco Ltd. trimmed752,733$39M3.1%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC trimmed603,690$32M2.5%2026-Q1
BARCLAYS PLC trimmed586,301$31M2.4%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed478,025$25M2.0%2026-Q1
PRUDENTIAL FINANCIAL INC added409,957$22M1.7%2026-Q1
MORGAN STANLEY trimmed364,405$19M1.5%2026-Q1
TWO SIGMA INVESTMENTS, LP trimmed358,446$19M1.5%2026-Q2
FIRST TRUST ADVISORS LP added353,655$19M1.5%2026-Q1
Bank of New York Mellon Corp trimmed333,423$18M1.4%2026-Q1
PZENA INVESTMENT MANAGEMENT LLC added329,488$17M1.4%2026-Q1
D. E. Shaw & Co., Inc. added320,245$17M1.3%2026-Q2
VICTORY CAPITAL MANAGEMENT INC added315,019$17M1.3%2026-Q1
Qube Research & Technologies Ltd trimmed299,990$16M1.2%2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added283,122$15M1.2%2026-Q1
MILLENNIUM MANAGEMENT LLC added271,478$14M1.1%2026-Q2
NORTHERN TRUST CORP added249,995$13M1.0%2026-Q1
VANGUARD FIDUCIARY TRUST CO new158,757$8M0.7%2026-Q1
Adams Asset Advisors, LLC142,083$7M0.6%2026-Q1
Point72 Asset Management, L.P. added134,762$7M0.6%2026-Q2
DAVENPORT & Co LLC trimmed122,310$6M0.5%2026-Q1
ProShare Advisors LLC added122,165$6M0.5%2026-Q1
GOLDMAN SACHS GROUP INC added121,627$6M0.5%2026-Q1
PRINCIPAL FINANCIAL GROUP INC added121,109$6M0.5%2026-Q1
Vestcor Inc added108,156$6M0.4%2026-Q1
UBS Group AG trimmed107,833$6M0.4%2026-Q1
FRANKLIN RESOURCES INC added107,615$6M0.4%2026-Q1
INTECH INVESTMENT MANAGEMENT LLC trimmed98,395$5M0.4%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added92,876$5M0.4%2026-Q1
CITADEL ADVISORS LLC trimmed93,164$5M0.4%2026-Q2
Public Sector Pension Investment Board trimmed89,161$5M0.4%2026-Q1
AMERIPRISE FINANCIAL INC trimmed72,913$4M0.3%2026-Q1
Advisors Asset Management, Inc. trimmed72,186$4M0.3%2026-Q1
AQR CAPITAL MANAGEMENT LLC added72,121$4M0.3%2026-Q2
Allianz Asset Management GmbH trimmed70,850$4M0.3%2026-Q1
BANK OF AMERICA CORP /DE/ added65,906$3M0.3%2026-Q1
NAVELLIER & ASSOCIATES INC trimmed59,018$3M0.2%2026-Q1
RHUMBLINE ADVISERS added58,621$3M0.2%2026-Q1
Creative Planning added57,095$3M0.2%2026-Q1
Nuveen, LLC trimmed56,535$3M0.2%2026-Q1
Legal & General Group Plc trimmed55,465$3M0.2%2026-Q1
JPMORGAN CHASE & CO added50,219$3M0.2%2026-Q1
NEUBERGER BERMAN GROUP LLC trimmed50,342$3M0.2%2026-Q1
Swiss National Bank49,100$3M0.2%2026-Q1
EXCHANGE TRADED CONCEPTS, LLC added41,693$2M0.2%2026-Q1
SG Americas Securities, LLC added40,157$2M0.2%2026-Q1
MARTINGALE ASSET MANAGEMENT L P added39,209$2M0.2%2026-Q1
Vanguard Global Advisers, LLC new39,156$2M0.2%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added38,083$2M0.2%2026-Q2
Arkadios Wealth Advisors added37,283$2M0.2%2026-Q1
ROYAL BANK OF CANADA trimmed37,144$2M0.2%2026-Q1
ExodusPoint Capital Management, LP added37,212$2M0.2%2026-Q2
RAYMOND JAMES FINANCIAL INC trimmed36,520$2M0.2%2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLC added35,163$2M0.1%2026-Q1
WELLS FARGO & COMPANY/MN trimmed34,989$2M0.1%2026-Q1
Foundations Investment Advisors, LLC added30,621$2M0.1%2026-Q1
First National Trust Co29,432$2M0.1%2026-Q1
DEUTSCHE BANK AG\ added28,367$1M0.1%2026-Q1
SEI INVESTMENTS CO added28,189$1M0.1%2026-Q1
Thrivent Financial for Lutherans trimmed27,331$1M0.1%2026-Q1
Russell Investments Group, Ltd. trimmed27,007$1M0.1%2026-Q1
ALLIANCEBERNSTEIN L.P. trimmed26,493$1M0.1%2026-Q1
NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed26,043$1M0.1%2026-Q1
Cerity Partners LLC trimmed25,970$1M0.1%2026-Q1
Cambridge Investment Research Advisors, Inc. added24,303$1M0.1%2026-Q1
CoreCap Advisors, LLC added23,011$1M0.1%2026-Q1
Jefferies Financial Group Inc. added22,400$1M0.1%2026-Q1
GUGGENHEIM CAPITAL LLC trimmed22,090$1M0.1%2026-Q1
LPL Financial LLC trimmed21,972$1M0.1%2026-Q1
NISA INVESTMENT ADVISORS, LLC added20,851$1M0.1%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed20,080$1M0.1%2026-Q1
Heritage Wealth Advisors added18,618$981K0.1%2026-Q1
Quantinno Capital Management LP added17,890$943K0.1%2026-Q1
VANGUARD ASSET MANAGEMENT, Ltd new17,859$941K0.1%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added17,776$937K0.1%2026-Q1
CANADA LIFE ASSURANCE Co trimmed17,490$922K0.1%2026-Q1
TEACHER RETIREMENT SYSTEM OF TEXAS added17,095$901K0.1%2026-Q1
VANGUARD GROUP INC added2,983,924$157M12.4%2025-Q4 stale
Boston Partners added340,281$19M1.5%2025-Q1 stale
Pacer Advisors, Inc. new243,992$14M1.1%2025-Q2 stale
TWO SIGMA ADVISERS, LP added176,400$9M0.7%2025-Q4 stale
Cubist Systematic Strategies, LLC new105,273$6M0.5%2025-Q2 stale
JANE STREET GROUP, LLC added105,456$6M0.5%2025-Q3 stale
Brandywine Global Investment Management, LLC trimmed98,883$5M0.4%2025-Q4 stale
TrueMark Investments, LLC added90,509$5M0.4%2025-Q3 stale
TUDOR INVESTMENT CORP ET AL new42,015$2M0.2%2025-Q2 stale
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed40,752$2M0.2%2025-Q3 stale
NOMURA HOLDINGS INC new36,259$2M0.2%2025-Q2 stale
SEGALL BRYANT & HAMILL, LLC trimmed29,641$2M0.1%2025-Q2 stale
Walleye Capital LLC added28,458$2M0.1%2025-Q2 stale
HRT FINANCIAL LP added25,328$1M0.1%2025-Q2 stale
FEDERATED HERMES, INC. new24,181$1M0.1%2025-Q3 stale
Verition Fund Management LLC added20,284$1M0.1%2025-Q4 stale
SummerHaven Investment Management, LLC added16,786$978K0.1%2025-Q2 stale
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC trimmed17,492$977K0.1%2025-Q3 stale
MARSHALL WACE, LLP trimmed15,092$879K0.1%2025-Q2 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership