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Institutional Ownership · SEC Form 13F

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.

444
Institutional holders
40M
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
DIMENSIONAL FUND ADVISORS LP trimmed1,774,857$94M8.9%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new1,742,526$92M8.7%2026-Q1
BlackRock, Inc. trimmed2,584,241$88M8.4%2026-Q1
DONALD SMITH & CO., INC. added1,173,537$40M3.8%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new1,115,721$38M3.6%2026-Q1
AMERICAN CENTURY COMPANIES INC added999,930$34M3.2%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC trimmed603,690$32M3.0%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed478,025$25M2.4%2026-Q1
TWO SIGMA INVESTMENTS, LP added433,452$23M2.2%2026-Q1
GOLDMAN SACHS GROUP INC added654,197$22M2.1%2026-Q1
STATE STREET CORP trimmed605,385$21M2.0%2026-Q1
MORGAN STANLEY added602,957$21M2.0%2026-Q1
RENAISSANCERE HOLDINGS LTD583,771$20M1.9%2026-Q1
FIRST TRUST ADVISORS LP added353,655$19M1.8%2026-Q1
Bank of New York Mellon Corp trimmed333,423$18M1.7%2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP509,851$17M1.7%2026-Q1
PZENA INVESTMENT MANAGEMENT LLC added329,488$17M1.6%2026-Q1
Qube Research & Technologies Ltd trimmed299,990$16M1.5%2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added283,122$15M1.4%2026-Q1
NORTHERN TRUST CORP added249,995$13M1.2%2026-Q1
JACOBS LEVY EQUITY MANAGEMENT, INC trimmed336,488$11M1.1%2026-Q1
BRIDGEWAY CAPITAL MANAGEMENT, LLC added292,713$10M0.9%2026-Q1
CITADEL ADVISORS LLC added180,220$9M0.9%2026-Q1
LSV ASSET MANAGEMENT added274,800$9M0.9%2026-Q1
VANGUARD FIDUCIARY TRUST CO new158,757$8M0.8%2026-Q1
Connor, Clark & Lunn Investment Management Ltd. added239,795$8M0.8%2026-Q1
Adams Asset Advisors, LLC142,083$7M0.7%2026-Q1
Russell Investments Group, Ltd. added207,485$7M0.7%2026-Q1
DAVENPORT & Co LLC trimmed122,310$6M0.6%2026-Q1
ProShare Advisors LLC added122,165$6M0.6%2026-Q1
ACADIAN ASSET MANAGEMENT LLC trimmed183,945$6M0.6%2026-Q1
Vestcor Inc added108,156$6M0.5%2026-Q1
ArrowMark Colorado Holdings LLC trimmed158,000$5M0.5%2026-Q1
INTECH INVESTMENT MANAGEMENT LLC trimmed98,395$5M0.5%2026-Q1
MARSHALL WACE, LLP added147,278$5M0.5%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added92,876$5M0.5%2026-Q1
Empowered Funds, LLC added143,096$5M0.5%2026-Q1
Public Sector Pension Investment Board trimmed89,161$5M0.4%2026-Q1
UBS Group AG trimmed130,595$4M0.4%2026-Q1
Trexquant Investment LP added129,765$4M0.4%2026-Q1
RENAISSANCE TECHNOLOGIES LLC trimmed80,071$4M0.4%2026-Q1
FRANKLIN RESOURCES INC added120,992$4M0.4%2026-Q1
LAZARD ASSET MANAGEMENT LLC added116,196$4M0.4%2026-Q1
JANE STREET GROUP, LLC added112,753$4M0.4%2026-Q1
AMERIPRISE FINANCIAL INC trimmed72,913$4M0.4%2026-Q1
Advisors Asset Management, Inc. trimmed72,186$4M0.4%2026-Q1
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND103,800$4M0.3%2026-Q1
BANK OF AMERICA CORP /DE/ added65,906$3M0.3%2026-Q1
VICTORY CAPITAL MANAGEMENT INC trimmed99,866$3M0.3%2026-Q1
Invesco Ltd. trimmed98,955$3M0.3%2026-Q1
NAVELLIER & ASSOCIATES INC trimmed59,018$3M0.3%2026-Q1
Creative Planning added57,095$3M0.3%2026-Q1
Nuveen, LLC trimmed56,535$3M0.3%2026-Q1
Legal & General Group Plc trimmed55,465$3M0.3%2026-Q1
HRT FINANCIAL LP added81,507$3M0.3%2026-Q1
FEDERATED HERMES, INC. added81,486$3M0.3%2026-Q1
Brooklyn Investment Group added80,886$3M0.3%2026-Q1
FMR LLC added80,810$3M0.3%2026-Q1
NFJ INVESTMENT GROUP, LLC new78,883$3M0.3%2026-Q1
JPMORGAN CHASE & CO added50,219$3M0.3%2026-Q1
NEUBERGER BERMAN GROUP LLC trimmed50,342$3M0.3%2026-Q1
Sowell Financial Services LLC added76,605$3M0.2%2026-Q1
HIGHLAND CAPITAL MANAGEMENT, LLC76,069$3M0.2%2026-Q1
Swiss National Bank49,100$3M0.2%2026-Q1
Allianz Asset Management GmbH trimmed72,346$2M0.2%2026-Q1
Integrated Quantitative Investments LLC added67,382$2M0.2%2026-Q1
TEACHER RETIREMENT SYSTEM OF TEXAS trimmed66,890$2M0.2%2026-Q1
Man Group plc added63,919$2M0.2%2026-Q1
Point72 Asset Management, L.P. trimmed63,503$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
AQR CAPITAL MANAGEMENT LLC trimmed37,659$2M0.2%2026-Q1
D. E. Shaw & Co., Inc. trimmed57,530$2M0.2%2026-Q1
Arkadios Wealth Advisors added37,283$2M0.2%2026-Q1
ROYAL BANK OF CANADA trimmed37,144$2M0.2%2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLC added35,163$2M0.2%2026-Q1
WELLS FARGO & COMPANY/MN added34,989$2M0.2%2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbH added53,379$2M0.2%2026-Q1
TUDOR INVESTMENT CORP ET AL added50,000$2M0.2%2026-Q1
Foundations Investment Advisors, LLC added30,621$2M0.2%2026-Q1
Campbell & CO Investment Adviser LLC added45,926$2M0.1%2026-Q1
STATE OF WISCONSIN INVESTMENT BOARD added45,633$2M0.1%2026-Q1
First National Trust Co29,432$2M0.1%2026-Q1
MILLENNIUM MANAGEMENT LLC trimmed28,762$2M0.1%2026-Q1
DEUTSCHE BANK AG\ added28,367$1M0.1%2026-Q1
SEI INVESTMENTS CO added28,189$1M0.1%2026-Q1
VANGUARD GROUP INC trimmed1,789,919$60M5.7%2025-Q4 stale
Boston Partners added340,281$19M1.8%2025-Q1 stale
Pacer Advisors, Inc. trimmed243,992$14M1.3%2025-Q2 stale
TWO SIGMA ADVISERS, LP added321,516$11M1.0%2025-Q4 stale
ESSEX INVESTMENT MANAGEMENT CO LLC trimmed177,374$6M0.6%2025-Q4 stale
Brandywine Global Investment Management, LLC trimmed98,883$5M0.5%2025-Q4 stale
TrueMark Investments, LLC added90,509$5M0.5%2025-Q3 stale
Informed Momentum Co LLC added132,567$4M0.4%2025-Q4 stale
NORGES BANK added87,500$2M0.2%2025-Q2 stale
Cubist Systematic Strategies, LLC added79,140$2M0.2%2025-Q2 stale
NOMURA HOLDINGS INC added36,259$2M0.2%2025-Q2 stale
Pursuit Wealth Management LLC new51,636$2M0.2%2025-Q4 stale
SEGALL BRYANT & HAMILL, LLC trimmed29,641$2M0.2%2025-Q2 stale
Walleye Capital LLC added28,458$2M0.2%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.

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