Free Trial
→ Do this Before Elon’s Reveal on January 22nd (From Brownstone Research) (Ad) Free UVV Stock Alerts

Universal (UVV) Institutional Ownership

Universal logo
$50.95 +0.35 (+0.69%)
As of 03:59 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

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

Current
Institutional Ownership
Percentage
81.00%
Number of
Institutional Buyers
(last 12 months)
77
Total
Institutional Inflows
(last 12 months)
$51.85M
Number of
Institutional Sellers
(last 12 months)
50
Total
Institutional Outflows
(last 12 months)
$42.73M
Get UVV Insider Trade Alerts

Want to know when executives and insiders are buying or selling Universal stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

UVV Institutional Buying and Selling by Quarter

Universal Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025SG Americas Securities LLC9,166$503K0.0%+6.5%0.037%
1/17/2025Nisa Investment Advisors LLC20,553$1.13M0.0%+14.8%0.083%
1/15/2025 Ritholtz Wealth Management12,006$658K0.0%-17.6%0.049%
12/26/2024JPMorgan Chase & Co.74,983$3.98M0.0%-13.0%0.304%
12/19/2024Principal Financial Group Inc.116,362$6.18M0.0%-8.5%0.471%
11/27/2024Franklin Resources Inc.14,421$721K0.0%-27.4%0.058%
11/25/2024Tidal Investments LLC8,351$444K0.0%+30.7%0.034%
11/25/2024Wilmington Savings Fund Society FSB900$48K0.0%N/A0.004%
11/22/2024Fulcrum Equity Management8,723$463K0.4%+4.5%0.035%
11/18/2024Sunbelt Securities Inc.3,783$201K0.0%+39.9%0.015%
11/16/2024Geode Capital Management LLC566,356$30.09M0.0%+0.6%2.294%
11/15/2024Barclays PLC40,565$2.16M0.0%+341.2%0.164%
11/15/2024XTX Topco Ltd6,899$366K0.0%+25.0%0.028%
11/15/2024Jane Street Group LLC49,849$2.65M0.0%+30.4%0.202%
11/15/2024State Street Corp1,218,793$64.73M0.0%+6.3%4.936%
11/15/2024HighTower Advisors LLC4,100$224K0.0%-46.3%0.017%
11/15/2024Centiva Capital LP4,893$260K0.0%-8.5%0.020%
11/14/2024Captrust Financial Advisors6,066$322K0.0%+21.7%0.025%
11/14/2024Martingale Asset Management L P28,339$1.51M0.0%+0.7%0.115%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC33,038$1.76M0.0%-12.6%0.134%
11/14/2024Public Sector Pension Investment Board52,386$2.78M0.0%-3.1%0.212%
11/13/2024BNP Paribas Financial Markets22,020$1.17M0.0%+85.6%0.089%
11/13/2024FMR LLC11,277$599K0.0%+438.0%0.046%
11/13/2024Quantbot Technologies LP3,985$212K0.0%-57.9%0.016%
11/13/2024Daiwa Securities Group Inc.8,543$454K0.0%+9.2%0.035%
11/12/2024Cerity Partners LLC25,004$1.33M0.0%+24.6%0.101%
11/12/2024Charles Schwab Investment Management Inc.542,683$28.82M0.0%+4.6%2.198%
11/12/2024Navellier & Associates Inc.68,702$3.65M0.5%-7.0%0.278%
11/12/2024Thompson Siegel & Walmsley LLC5,507$292K0.0%+10.1%0.022%
11/9/2024Intech Investment Management LLC10,128$538K0.0%+23.2%0.041%
11/8/2024Pzena Investment Management LLC928,870$49.33M0.2%-10.0%3.762%
11/8/2024Advisors Asset Management Inc.221,695$11.77M0.2%+2.3%0.898%
11/8/2024Connor Clark & Lunn Investment Management Ltd.13,125$697K0.0%N/A0.053%
11/8/2024Segall Bryant & Hamill LLC37,812$2.01M0.0%+2.1%0.153%
11/7/2024Thrivent Financial for Lutherans19,391$1.03M0.0%-4.9%0.079%
11/7/2024Chesapeake Capital Corp IL8,351$446K0.4%N/A0.034%
11/6/2024KBC Group NV1,141$61K0.0%+57.8%0.005%
11/5/2024Victory Capital Management Inc.24,472$1.30M0.0%+8.1%0.099%
10/31/2024Sittner & Nelson LLC2,250$119K0.1%N/A0.009%
10/31/2024Principal Financial Group Inc.116,362$6.18M0.0%-8.5%0.471%
10/25/2024SteelPeak Wealth LLC4,648$247K0.0%+6.6%0.019%
10/25/2024New York State Teachers Retirement System46,547$2.47M0.0%-0.5%0.189%
10/24/2024Nisa Investment Advisors LLC17,905$951K0.0%-24.6%0.073%
10/24/2024Insight Folios Inc123,842$6.58M2.3%+7.1%0.502%
10/24/2024State of Alaska Department of Revenue14,092$748K0.0%-2.3%0.057%
10/23/2024Louisiana State Employees Retirement System11,900$632K0.0%-4.0%0.048%
10/22/2024 International Assets Investment Management LLC2,443$130K0.0%+5,210.9%0.010%
10/22/2024Private Advisor Group LLC4,787$254K0.0%N/A0.019%
10/19/2024Allspring Global Investments Holdings LLC29,281$1.56M0.0%-5.4%0.119%
10/18/2024Blue Trust Inc.2,533$135K0.0%+145.9%0.010%
10/17/2024AlphaMark Advisors LLC600$32K0.0%-29.4%0.002%
10/16/2024nVerses Capital LLC1,100$58K0.0%+22.2%0.004%
10/11/2024Creative Planning6,854$364K0.0%+37.1%0.028%
10/10/2024Exchange Traded Concepts LLC13,962$742K0.0%-55.2%0.057%
10/10/2024 Ritholtz Wealth Management14,568$774K0.0%+21.8%0.059%
10/7/2024 GAMMA Investing LLC672$36K0.0%+82.6%0.003%
10/3/2024SG Americas Securities LLC8,610$457K0.0%N/A0.035%
8/16/2024Sunbelt Securities Inc.2,705$130K0.0%-11.5%0.011%
8/15/2024Susquehanna Portfolio Strategies LLC6,085$293K0.0%-73.7%0.025%
8/15/2024Susquehanna Fundamental Investments LLC6,889$332K0.0%N/A0.028%
8/15/2024The Manufacturers Life Insurance Company12,290$592K0.0%+3.4%0.050%
8/15/2024AQR Capital Management LLC42,626$2.05M0.0%-4.0%0.173%
8/14/2024Squarepoint Ops LLC5,100$246K0.0%N/A0.021%
8/14/2024Public Sector Pension Investment Board54,086$2.61M0.0%+7.4%0.219%
8/14/2024DRW Securities LLC7,300$352K0.0%N/A0.030%
8/14/2024ProShare Advisors LLC273,280$13.17M0.0%+69.1%1.107%
8/13/2024Thrivent Financial for Lutherans20,399$983K0.0%-4.3%0.083%
8/13/2024AE Wealth Management LLC5,400$260K0.0%+9.5%0.022%
8/13/2024Canada Pension Plan Investment Board1,000$48K0.0%N/A0.004%
8/12/2024Intech Investment Management LLC8,219$396K0.0%N/A0.033%
8/12/2024XTX Topco Ltd5,520$266K0.0%-64.0%0.022%
8/12/2024Hsbc Holdings PLC4,284$205K0.0%-8.3%0.017%
8/12/2024Amalgamated Bank7,482$361K0.0%-2.5%0.030%
8/9/2024Renaissance Technologies LLC133,711$6.44M0.0%-51.7%0.542%
8/9/2024Dimensional Fund Advisors LP1,941,121$93.54M0.0%-0.4%7.875%
8/9/2024Keene & Associates Inc.7,005$338K0.3%+3.2%0.028%
8/7/2024Daiwa Securities Group Inc.7,821$377K0.0%+21.9%0.032%
8/7/2024Texas Permanent School Fund Corp26,610$1.28M0.0%+23.7%0.108%
8/5/2024Victory Capital Management Inc.22,642$1.09M0.0%-88.5%0.092%
8/2/2024First National Trust Co19,817$955K0.0%+32.5%0.080%
8/2/2024Pzena Investment Management LLC1,031,955$49.73M0.2%-3.6%4.186%
8/1/2024Rhumbline Advisers65,900$3.18M0.0%-2.2%0.267%
8/1/2024 Ritholtz Wealth Management11,960$576K0.0%-3.0%0.049%
7/31/2024nVerses Capital LLC900$43K0.0%N/A0.004%
7/31/2024Commonwealth Equity Services LLC5,723$276K0.0%N/A0.023%
7/30/2024Maryland State Retirement & Pension System8,568$413K0.0%-4.0%0.035%
7/29/2024Principal Financial Group Inc.127,181$6.13M0.0%-4.2%0.516%
7/29/2024Innealta Capital LLC2,241$108K0.0%N/A0.009%
7/26/2024AlphaStar Capital Management LLC6,505$313K0.0%-20.3%0.026%
7/26/2024Allspring Global Investments Holdings LLC30,941$1.49M0.0%-5.2%0.126%
7/26/2024Bank of New York Mellon Corp384,607$18.53M0.0%-2.4%1.560%
7/24/2024Louisiana State Employees Retirement System12,400$598K0.0%+1.6%0.050%
7/20/2024Nisa Investment Advisors LLC23,753$1.15M0.0%+3.1%0.096%
7/18/2024Blue Trust Inc.1,030$53K0.0%+145.2%0.004%
7/17/2024AlphaMark Advisors LLC850$41K0.0%+41.7%0.003%
7/16/2024 ORG Partners LLC4,880$233K0.0%+438.0%0.020%
5/28/2024Boston Partners238,262$12.27M0.0%N/A0.970%
5/17/2024Comerica Bank6,592$341K0.0%-13.4%0.027%
5/15/2024Price T Rowe Associates Inc. MD17,383$900K0.0%+5.3%0.071%
5/15/2024Lazard Asset Management LLC9,073$469K0.0%+687.6%0.037%
(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, 160 institutional investors and hedge funds held shares of Universal. The most heavily invested institutionals were Vanguard Group Inc. ($152.50M), Dimensional Fund Advisors LP ($93.54M), Pacer Advisors Inc. ($71.19M), State Street Corp ($64.73M), Invesco Ltd. ($53.80M), Pzena Investment Management LLC ($49.33M), and Geode Capital Management LLC ($30.09M).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), Boston Partners ($238.26K), Invesco Ltd. ($203.51K), ProShare Advisors LLC ($185.92K), Victory Capital Management Inc. ($120.73K), and State Street Corp ($71.77K).

How much institutional buying is happening at Universal?

Institutional investors have bought a total of 3,431,860 shares in the last 24 months. This purchase volume represents approximately $193.95M in transactions.

Which Universal major shareholders have been selling company stock?

Of the 89 institutional investors that sold Universal stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Victory Capital Management Inc. ($384.51K), Pzena Investment Management LLC ($227.53K), Boston Partners ($197.88K), LSV Asset Management ($197.87K), Renaissance Technologies LLC ($187.40K), DAVENPORT & Co LLC ($61.43K), and Principal Financial Group Inc. ($55.24K).

How much institutional selling is happening at Universal?

Institutional investors have sold a total of 1,964,866 shares in the last 24 months. This volume of shares sold represents approximately $102.82M in transactions.


Related Companies

This page (NYSE:UVV) was last updated on 1/17/2025 by MarketBeat.com Staff
From Our Partners
I was wrong. Dead wrong.
I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we...
Porter & Company | Sponsored
Collect $7k per month from Tesla’s SECRET dividend
Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...
Investors Alley | Sponsored
Stunning Trump Exec Order Leaked
This secret document contains stunning details about Donald Trump’s very first order of business… the minute h...
Banyan Hill Publishing | Sponsored
Trump’s Sending THIS Crypto Higher on Purpose
Discover the coin set to explode in 2025! Trump could trigger THIS crypto coin…
Crypto 101 Media | Sponsored
$2 Trillion Disappears Because of Fed's Secretive New Move
$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...
Stansberry Research | Sponsored
Most People Are Dead Wrong.
Turn on any financial news outlet at any given moment and within minutes you're guaranteed to see headlines ab...
Brownstone Research | Sponsored
URGENT: This Altcoin Opportunity Won’t Wait – Act Now
All of our key indicators are flashing the same signal: an altcoin season is fast approaching. And if you k...
Crypto Swap Profits | Sponsored
liberals FOOLED by Elon’s shocking surprise
Elon Musk and Donald Trump fooled everyone. They said it was to “save free speech”... Or “fix what the l...
StocksToTrade | Sponsored