Universal (UVV) Institutional Ownership

$54.07
-0.26 (-0.48%)
(As of 05/17/2024 ET)

Institutional Ownership Changes (13F Filings) for Universal (NYSE:UVV)

Current
Institutional Ownership
Percentage
81.00%
Number of
Institutional Buyers
(last 12 months)
67
Total
Institutional Inflows
(last 12 months)
$129.70M
Number of
Institutional Sellers
(last 12 months)
65
Total
Institutional Outflows
(last 12 months)
$31.59M
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UVV Institutional Buying and Selling by Quarter

Universal Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Comerica Bank6,592$341K0.0%-13.4%0.027%
5/15/2024 Price T Rowe Associates Inc. MD17,383$900K0.0%+5.3%0.071%
5/15/2024 Lazard Asset Management LLC9,073$469K0.0%+687.6%0.037%
5/15/2024 Quadrature Capital Ltd10,666$551K0.0%-33.7%0.043%
5/14/2024 Advisors Asset Management Inc.211,555$10.94M0.2%-1.8%0.861%
5/14/2024 Freestone Capital Holdings LLC9,000$465K0.0%N/A0.037%
5/14/2024 EntryPoint Capital LLC3,008$156K0.1%N/A0.012%
5/14/2024 CANADA LIFE ASSURANCE Co19,820$1.03M0.0%+8.6%0.081%
5/13/2024 O Shaughnessy Asset Management LLC53,600$2.77M0.0%+183.0%0.218%
5/10/2024 Vanguard Group Inc.2,948,637$152.50M0.0%+0.2%11.999%
5/10/2024 Chesapeake Capital Corp IL11,421$591K0.4%-25.7%0.046%
5/10/2024 Wintrust Investments LLC54,255$2.81M0.2%+6.9%0.221%
5/8/2024 ProShare Advisors LLC161,589$8.36M0.0%+17.6%0.658%
5/8/2024 Russell Investments Group Ltd.3,470$179K0.0%+6,325.9%0.014%
5/7/2024Susquehanna Portfolio Strategies LLC23,158$1.20M0.0%-8.4%0.094%
5/7/2024 Illinois Municipal Retirement Fund13,286$687K0.0%-2.3%0.054%
5/7/2024 SG Americas Securities LLC2,743$142K0.0%N/A0.011%
5/6/2024 Quantbot Technologies LP10,334$534K0.0%N/A0.042%
5/6/2024 ORG Partners LLC907$46K0.1%-84.2%0.004%
5/6/2024 Texas Permanent School Fund Corp21,506$1.11M0.0%+1.4%0.088%
5/3/2024 Pzena Investment Management LLC1,069,964$55.34M0.2%-1.6%4.354%
5/2/2024 Daiwa Securities Group Inc.6,417$332K0.0%+76.0%0.026%
5/1/2024 Capstone Investment Advisors LLC17,453$903K0.0%N/A0.071%
5/1/2024 BNP Paribas Financial Markets12,034$622K0.0%+80.1%0.049%
5/1/2024 Mirae Asset Global Investments Co. Ltd.263,479$13.73M0.0%-1.4%1.072%
4/29/2024 Principal Financial Group Inc.132,768$6.87M0.0%+3.8%0.540%
4/26/2024 Yousif Capital Management LLC6,307$326K0.0%-13.4%0.026%
4/26/2024 First National Trust Co14,959$774K0.0%+53.4%0.061%
4/24/2024 Fulcrum Equity Management8,602$445K0.5%+13.6%0.035%
4/19/2024 Insight Folios Inc112,210$5.80M2.4%+4.1%0.457%
4/18/2024 Allspring Global Investments Holdings LLC32,643$1.69M0.0%-18.5%0.133%
4/5/2024 First Hawaiian Bank14,063$727K0.0%+13.9%0.057%
3/25/2024 Quadrature Capital Ltd16,089$1.08M0.0%+17.5%0.065%
3/22/2024 PNC Financial Services Group Inc.1,596$107K0.0%-16.2%0.006%
3/11/2024 Vanguard Group Inc.2,943,146$198.13M0.0%-0.5%11.979%
2/14/2024 Quadrature Capital Ltd16,089$1.08M0.0%+17.5%0.065%
2/12/2024 Parallel Advisors LLC620$42K0.0%-48.8%0.003%
2/12/2024 Chesapeake Capital Corp IL15,366$1.03M0.8%N/A0.063%
2/9/2024 Pzena Investment Management LLC1,087,062$73.18M0.3%-2.7%4.426%
2/9/2024 Franklin Resources Inc.22,318$1.50M0.0%-5.4%0.091%
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2/9/2024 Trexquant Investment LP24,414$1.64M0.0%N/A0.099%
2/8/2024 Independent Advisor Alliance3,264$220K0.0%N/A0.013%
2/8/2024 Taylor Hoffman Wealth Management8,172$550K0.2%N/A0.033%
2/8/2024 Quadrant Capital Group LLC383$26K0.0%+242.0%0.002%
2/7/2024 Principal Financial Group Inc.127,942$8.61M0.0%-3.6%0.521%
2/7/2024 AlphaStar Capital Management LLC16,139$1.09M0.1%-29.6%0.066%
2/7/2024 Dimensional Fund Advisors LP1,906,609$128.35M0.0%+0.6%7.763%
2/7/2024 Jump Financial LLC17,807$1.20M0.0%+68.0%0.073%
2/7/2024 BNP Paribas Financial Markets6,682$450K0.0%-21.9%0.027%
2/7/2024 Teacher Retirement System of Texas12,188$820K0.0%+1.8%0.050%
2/6/2024 Charles Schwab Investment Management Inc.483,175$32.53M0.0%+1.2%1.967%
2/6/2024 First National Trust Co9,752$657K0.0%+93.4%0.040%
2/6/2024 Amalgamated Bank8,965$604K0.0%-6.0%0.037%
2/6/2024 Swiss National Bank48,600$3.27M0.0%-10.3%0.198%
2/5/2024 Victory Capital Management Inc.378,376$25.47M0.0%+8.0%1.541%
2/2/2024 Truist Financial Corp5,195$350K0.0%-11.9%0.021%
2/2/2024 Disciplined Equity Management Inc.2,000$135K0.1%N/A0.008%
2/1/2024 Illinois Municipal Retirement Fund13,593$915K0.0%-3.0%0.055%
2/1/2024 CWM LLC655$44K0.0%+71.9%0.003%
1/31/2024 Daiwa Securities Group Inc.3,646$245K0.0%-12.4%0.015%
1/29/2024 Louisiana State Employees Retirement System12,300$828K0.0%N/A0.050%
1/29/2024 ORG Partners LLC5,744$387K0.1%+4,318.5%0.023%
1/26/2024 Cerity Partners LLC19,999$1.35M0.0%N/A0.081%
1/25/2024 Allspring Global Investments Holdings LLC40,047$2.70M0.0%-30.7%0.163%
1/25/2024 Nisa Investment Advisors LLC24,017$1.62M0.0%-7.7%0.098%
1/24/2024 Mirae Asset Global Investments Co. Ltd.267,286$17.99M0.0%-2.7%1.088%
1/24/2024 New York State Teachers Retirement System47,288$3.18M0.0%-1.4%0.193%
1/24/2024 International Assets Investment Management LLC3,097$208K0.0%+6,632.6%0.013%
1/24/2024 SteelPeak Wealth LLC4,467$301K0.0%-4.5%0.018%
1/23/2024 DAVENPORT & Co LLC171,627$11.55M0.1%-22.4%0.699%
1/19/2024 State of Alaska Department of Revenue15,109$1.02M0.0%-1.5%0.062%
1/19/2024 Fulcrum Equity Management7,572$510K0.6%-14.0%0.031%
1/18/2024 Global Retirement Partners LLC2,103$142K0.0%+356.2%0.009%
1/18/2024 Blue Trust Inc.725$49K0.0%+81.3%0.003%
1/16/2024 Pacer Advisors Inc.1,057,449$71.19M0.2%N/A4.306%
1/16/2024 Raymond James & Associates23,500$1.58M0.0%-5.0%0.096%
1/16/2024CoreCap Advisors LLC15,766$1.06M0.1%+11.6%0.064%
1/13/2024 Insight Folios Inc107,741$7.25M3.1%+4.5%0.439%
1/12/2024 Adams Asset Advisors LLC151,106$10.17M1.4%-13.5%0.615%
1/12/2024 LVM Capital Management Ltd. MI4,400$296K0.0%-10.2%0.018%
1/10/2024 Sound Income Strategies LLC465$31K0.0%N/A0.002%
1/5/2024 Exchange Traded Concepts LLC27,331$1.84M0.0%+0.8%0.111%
12/18/2023 Gladius Capital Management LP712$34K0.0%+57.5%0.003%
12/18/2023 Vanguard Group Inc.2,958,179$139.66M0.0%0.0%12.045%
12/6/2023 Citigroup Inc.13,110$619K0.0%-42.4%0.053%
11/15/2023 Alps Advisors Inc.12,061$569K0.0%N/A0.049%
11/15/2023 Advisors Asset Management Inc.231,671$10.94M0.2%-0.8%0.943%
11/14/2023 Quadrature Capital Ltd13,692$646K0.0%+220.9%0.056%
11/13/2023 Brandywine Global Investment Management LLC80,395$3.80M0.0%-0.6%0.327%
11/13/2023 Invesco Ltd.1,139,598$53.80M0.0%+21.7%4.640%
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11/13/2023 Grantham Mayo Van Otterloo & Co. LLC47,362$2.24M0.0%-49.9%0.193%
11/13/2023 Kestra Advisory Services LLC6,112$289K0.0%+25.7%0.025%
11/9/2023 Rhumbline Advisers67,502$3.19M0.0%-9.9%0.275%
11/9/2023 Pzena Investment Management LLC1,117,463$52.76M0.2%+19.0%4.550%
11/9/2023 Navellier & Associates Inc.79,983$3.78M0.6%-7.0%0.326%
11/9/2023 Deutsche Bank AG11,916$563K0.0%+14.3%0.049%
11/9/2023 Citigroup Inc.13,110$619K0.0%-42.4%0.053%
11/9/2023 Commonwealth of Pennsylvania Public School Empls Retrmt SYS16,471$778K0.0%-40.7%0.067%
11/9/2023 Texas Permanent School Fund Corp20,924$988K0.0%-3.2%0.085%
11/9/2023 Mutual of America Capital Management LLC4,318$204K0.0%-10.0%0.018%
(Data available from 1/1/2016 forward)

UVV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UVV shares?

During the previous two years, 154 institutional investors and hedge funds held shares of Universal. The most heavily invested institutionals were Vanguard Group Inc. ($152.50M), Dimensional Fund Advisors LP ($128.35M), Pacer Advisors Inc. ($71.19M), Pzena Investment Management LLC ($55.34M), Invesco Ltd. ($53.80M), Charles Schwab Investment Management Inc. ($32.53M), and Victory Capital Management Inc. ($25.47M).Learn more on UVV's institutional investors.

What percentage of Universal stock is owned by institutional investors?

81.00% of Universal stock is owned by institutional investors. Learn more on UVV's institutional investor holdings.

Which institutional investors have been buying Universal stock?

Of the 123 institutional investors that purchased Universal stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Pacer Advisors Inc. ($1.06M), Pzena Investment Management LLC ($408.14K), Invesco Ltd. ($203.51K), Victory Capital Management Inc. ($143.41K), Dimensional Fund Advisors LP ($95.03K), ProShare Advisors LLC ($90.88K), and Allspring Global Investments Holdings LLC ($60.12K).

How much institutional buying is happening at Universal?

Institutional investors have bought a total of 3,125,259 shares in the last 24 months. This purchase volume represents approximately $178.28M in transactions.

Which Universal major shareholders have been selling company stock?

Of the 93 institutional investors that sold Universal stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Boston Partners ($403.72K), LSV Asset Management ($317.17K), Pzena Investment Management LLC ($228.45K), Victory Capital Management Inc. ($216.85K), Grantham Mayo Van Otterloo & Co. LLC ($131.49K), Renaissance Technologies LLC ($110.80K), and ProShare Advisors LLC ($69.82K).

How much institutional selling is happening at Universal?

Institutional investors have sold a total of 2,215,607 shares in the last 24 months. This volume of shares sold represents approximately $114.86M in transactions.


This page (NYSE:UVV) was last updated on 5/19/2024 by MarketBeat.com Staff

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