Who owns Universal Corporation (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. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
72 tracked funds added or opened UVV while 55 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, DIMENSIONAL FUND ADVISORS LP, 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, 153 increased or opened the position and 142 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$118M
- VANGUARD CAPITAL MANAGEMENT LLC$94M
- VANGUARD FIDUCIARY TRUST CO$14M
- Vanguard Global Advisers, LLC$3M
- Brooklyn Investment Group$3M
- NFJ INVESTMENT GROUP, LLC$3M
Full exits 17
- VANGUARD GROUP INC$207M
- TWO SIGMA ADVISERS, LP$20M
- Brandywine Global Investment Management, LLC$8M
- ESSEX INVESTMENT MANAGEMENT CO LLC$6M
- Informed Momentum Co LLC$4M
- Pursuit Wealth Management LLC$2M
Largest adds
- TWO SIGMA INVESTMENTS, LP$22M
- FRANKLIN RESOURCES INC$8M
- VICTORY CAPITAL MANAGEMENT INC$7M
- CITADEL ADVISORS LLC$5M
- FIRST TRUST ADVISORS LP$5M
- COMMONWEALTH EQUITY SERVICES, LLC$5M
Largest trims
- BlackRock, Inc.$58M
- UBS Group AG$8M
- MILLENNIUM MANAGEMENT LLC$8M
- Invesco Ltd.$5M
- Connor, Clark & Lunn Investment Management Ltd.$4M
- JANUS HENDERSON GROUP PLC$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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP trimmed | 1,774,857 | $94M | 8.9% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 1,742,526 | $92M | 8.7% | 2026-Q1 |
| BlackRock, Inc. trimmed | 2,584,241 | $88M | 8.4% | 2026-Q1 |
| DONALD SMITH & CO., INC. added | 1,173,537 | $40M | 3.8% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,115,721 | $38M | 3.6% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 999,930 | $34M | 3.2% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 603,690 | $32M | 3.0% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 478,025 | $25M | 2.4% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 433,452 | $23M | 2.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 654,197 | $22M | 2.1% | 2026-Q1 |
| STATE STREET CORP trimmed | 605,385 | $21M | 2.0% | 2026-Q1 |
| MORGAN STANLEY added | 602,957 | $21M | 2.0% | 2026-Q1 |
| RENAISSANCERE HOLDINGS LTD | 583,771 | $20M | 1.9% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 353,655 | $19M | 1.8% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 333,423 | $18M | 1.7% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 509,851 | $17M | 1.7% | 2026-Q1 |
| PZENA INVESTMENT MANAGEMENT LLC added | 329,488 | $17M | 1.6% | 2026-Q1 |
| Qube Research & Technologies Ltd trimmed | 299,990 | $16M | 1.5% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 283,122 | $15M | 1.4% | 2026-Q1 |
| NORTHERN TRUST CORP added | 249,995 | $13M | 1.2% | 2026-Q1 |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 336,488 | $11M | 1.1% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 292,713 | $10M | 0.9% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 180,220 | $9M | 0.9% | 2026-Q1 |
| LSV ASSET MANAGEMENT added | 274,800 | $9M | 0.9% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 158,757 | $8M | 0.8% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. added | 239,795 | $8M | 0.8% | 2026-Q1 |
| Adams Asset Advisors, LLC | 142,083 | $7M | 0.7% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 207,485 | $7M | 0.7% | 2026-Q1 |
| DAVENPORT & Co LLC trimmed | 122,310 | $6M | 0.6% | 2026-Q1 |
| ProShare Advisors LLC added | 122,165 | $6M | 0.6% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC trimmed | 183,945 | $6M | 0.6% | 2026-Q1 |
| Vestcor Inc added | 108,156 | $6M | 0.5% | 2026-Q1 |
| ArrowMark Colorado Holdings LLC trimmed | 158,000 | $5M | 0.5% | 2026-Q1 |
| INTECH INVESTMENT MANAGEMENT LLC trimmed | 98,395 | $5M | 0.5% | 2026-Q1 |
| MARSHALL WACE, LLP added | 147,278 | $5M | 0.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 92,876 | $5M | 0.5% | 2026-Q1 |
| Empowered Funds, LLC added | 143,096 | $5M | 0.5% | 2026-Q1 |
| Public Sector Pension Investment Board trimmed | 89,161 | $5M | 0.4% | 2026-Q1 |
| UBS Group AG trimmed | 130,595 | $4M | 0.4% | 2026-Q1 |
| Trexquant Investment LP added | 129,765 | $4M | 0.4% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 80,071 | $4M | 0.4% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 120,992 | $4M | 0.4% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC added | 116,196 | $4M | 0.4% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 112,753 | $4M | 0.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 72,913 | $4M | 0.4% | 2026-Q1 |
| Advisors Asset Management, Inc. trimmed | 72,186 | $4M | 0.4% | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 103,800 | $4M | 0.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 65,906 | $3M | 0.3% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 99,866 | $3M | 0.3% | 2026-Q1 |
| Invesco Ltd. trimmed | 98,955 | $3M | 0.3% | 2026-Q1 |
| NAVELLIER & ASSOCIATES INC trimmed | 59,018 | $3M | 0.3% | 2026-Q1 |
| Creative Planning added | 57,095 | $3M | 0.3% | 2026-Q1 |
| Nuveen, LLC trimmed | 56,535 | $3M | 0.3% | 2026-Q1 |
| Legal & General Group Plc trimmed | 55,465 | $3M | 0.3% | 2026-Q1 |
| HRT FINANCIAL LP added | 81,507 | $3M | 0.3% | 2026-Q1 |
| FEDERATED HERMES, INC. added | 81,486 | $3M | 0.3% | 2026-Q1 |
| Brooklyn Investment Group added | 80,886 | $3M | 0.3% | 2026-Q1 |
| FMR LLC added | 80,810 | $3M | 0.3% | 2026-Q1 |
| NFJ INVESTMENT GROUP, LLC new | 78,883 | $3M | 0.3% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 50,219 | $3M | 0.3% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC trimmed | 50,342 | $3M | 0.3% | 2026-Q1 |
| Sowell Financial Services LLC added | 76,605 | $3M | 0.2% | 2026-Q1 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | 76,069 | $3M | 0.2% | 2026-Q1 |
| Swiss National Bank | 49,100 | $3M | 0.2% | 2026-Q1 |
| Allianz Asset Management GmbH trimmed | 72,346 | $2M | 0.2% | 2026-Q1 |
| Integrated Quantitative Investments LLC added | 67,382 | $2M | 0.2% | 2026-Q1 |
| TEACHER RETIREMENT SYSTEM OF TEXAS trimmed | 66,890 | $2M | 0.2% | 2026-Q1 |
| Man Group plc added | 63,919 | $2M | 0.2% | 2026-Q1 |
| Point72 Asset Management, L.P. trimmed | 63,503 | $2M | 0.2% | 2026-Q1 |
| SG Americas Securities, LLC added | 40,157 | $2M | 0.2% | 2026-Q1 |
| MARTINGALE ASSET MANAGEMENT L P added | 39,209 | $2M | 0.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 37,659 | $2M | 0.2% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 57,530 | $2M | 0.2% | 2026-Q1 |
| Arkadios Wealth Advisors added | 37,283 | $2M | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 37,144 | $2M | 0.2% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 35,163 | $2M | 0.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 34,989 | $2M | 0.2% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 53,379 | $2M | 0.2% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL added | 50,000 | $2M | 0.2% | 2026-Q1 |
| Foundations Investment Advisors, LLC added | 30,621 | $2M | 0.2% | 2026-Q1 |
| Campbell & CO Investment Adviser LLC added | 45,926 | $2M | 0.1% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 45,633 | $2M | 0.1% | 2026-Q1 |
| First National Trust Co | 29,432 | $2M | 0.1% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 28,762 | $2M | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 28,367 | $1M | 0.1% | 2026-Q1 |
| SEI INVESTMENTS CO added | 28,189 | $1M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 1,789,919 | $60M | 5.7% | 2025-Q4 stale |
| Boston Partners added | 340,281 | $19M | 1.8% | 2025-Q1 stale |
| Pacer Advisors, Inc. trimmed | 243,992 | $14M | 1.3% | 2025-Q2 stale |
| TWO SIGMA ADVISERS, LP added | 321,516 | $11M | 1.0% | 2025-Q4 stale |
| ESSEX INVESTMENT MANAGEMENT CO LLC trimmed | 177,374 | $6M | 0.6% | 2025-Q4 stale |
| Brandywine Global Investment Management, LLC trimmed | 98,883 | $5M | 0.5% | 2025-Q4 stale |
| TrueMark Investments, LLC added | 90,509 | $5M | 0.5% | 2025-Q3 stale |
| Informed Momentum Co LLC added | 132,567 | $4M | 0.4% | 2025-Q4 stale |
| NORGES BANK added | 87,500 | $2M | 0.2% | 2025-Q2 stale |
| Cubist Systematic Strategies, LLC added | 79,140 | $2M | 0.2% | 2025-Q2 stale |
| NOMURA HOLDINGS INC added | 36,259 | $2M | 0.2% | 2025-Q2 stale |
| Pursuit Wealth Management LLC new | 51,636 | $2M | 0.2% | 2025-Q4 stale |
| SEGALL BRYANT & HAMILL, LLC trimmed | 29,641 | $2M | 0.2% | 2025-Q2 stale |
| Walleye Capital LLC added | 28,458 | $2M | 0.2% | 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.
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.