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Universal (UVV) Institutional Ownership

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$56.45 +0.10 (+0.18%)
(As of 11:26 AM ET)

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

Current
Institutional Ownership
Percentage
81.00%
Number of
Institutional Buyers
(last 12 months)
82
Total
Institutional Inflows
(last 12 months)
$123.35M
Number of
Institutional Sellers
(last 12 months)
52
Total
Institutional Outflows
(last 12 months)
$43.15M
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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
11/27/2024 Franklin Resources Inc.14,421$721K0.0%-27.4%0.058%
11/25/2024 Tidal Investments LLC8,351$444K0.0%+30.7%0.034%
11/25/2024 Wilmington Savings Fund Society FSB900$48K0.0%N/A0.004%
11/22/2024 Fulcrum Equity Management8,723$463K0.4%+4.5%0.035%
11/18/2024 Sunbelt Securities Inc.3,783$201K0.0%+39.9%0.015%
11/16/2024 Geode Capital Management LLC566,356$30.09M0.0%+0.6%2.294%
11/15/2024 Barclays PLC40,565$2.16M0.0%+341.2%0.164%
11/15/2024 XTX Topco Ltd6,899$366K0.0%+25.0%0.028%
11/15/2024 Jane Street Group LLC49,849$2.65M0.0%+30.4%0.202%
11/15/2024 State Street Corp1,218,793$64.73M0.0%+6.3%4.936%
11/15/2024 HighTower Advisors LLC4,100$224K0.0%-46.3%0.017%
11/15/2024 Centiva Capital LP4,893$260K0.0%-8.5%0.020%
11/14/2024 Captrust Financial Advisors6,066$322K0.0%+21.7%0.025%
11/14/2024 Martingale Asset Management L P28,339$1.51M0.0%+0.7%0.115%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC33,038$1.76M0.0%-12.6%0.134%
11/14/2024 Public Sector Pension Investment Board52,386$2.78M0.0%-3.1%0.212%
11/13/2024 BNP Paribas Financial Markets22,020$1.17M0.0%+85.6%0.089%
11/13/2024 FMR LLC11,277$599K0.0%+438.0%0.046%
11/13/2024 Quantbot Technologies LP3,985$212K0.0%-57.9%0.016%
11/13/2024 Daiwa Securities Group Inc.8,543$454K0.0%+9.2%0.035%
11/12/2024 Cerity Partners LLC25,004$1.33M0.0%+24.6%0.101%
11/12/2024 Charles Schwab Investment Management Inc.542,683$28.82M0.0%+4.6%2.198%
11/12/2024 Navellier & Associates Inc.68,702$3.65M0.5%-7.0%0.278%
11/12/2024 Thompson Siegel & Walmsley LLC5,507$292K0.0%+10.1%0.022%
11/9/2024 Intech Investment Management LLC10,128$538K0.0%+23.2%0.041%
11/8/2024 Pzena Investment Management LLC928,870$49.33M0.2%-10.0%3.762%
11/8/2024 Advisors Asset Management Inc.221,695$11.77M0.2%+2.3%0.898%
11/8/2024 Connor Clark & Lunn Investment Management Ltd.13,125$697K0.0%N/A0.053%
11/8/2024 Segall Bryant & Hamill LLC37,812$2.01M0.0%+2.1%0.153%
11/7/2024 Thrivent Financial for Lutherans19,391$1.03M0.0%-4.9%0.079%
11/7/2024 Chesapeake Capital Corp IL8,351$446K0.4%N/A0.034%
11/6/2024 KBC Group NV1,141$61K0.0%+57.8%0.005%
11/5/2024 Victory Capital Management Inc.24,472$1.30M0.0%+8.1%0.099%
10/31/2024 Sittner & Nelson LLC2,250$119K0.1%N/A0.009%
10/31/2024 Principal Financial Group Inc.116,362$6.18M0.0%-8.5%0.471%
10/25/2024 SteelPeak Wealth LLC4,648$247K0.0%+6.6%0.019%
10/25/2024 New York State Teachers Retirement System46,547$2.47M0.0%-0.5%0.189%
10/24/2024 Nisa Investment Advisors LLC17,905$951K0.0%-24.6%0.073%
10/24/2024 Insight Folios Inc123,842$6.58M2.3%+7.1%0.502%
10/24/2024 State of Alaska Department of Revenue14,092$748K0.0%-2.3%0.057%
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10/23/2024 Louisiana 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%
10/22/2024 Private Advisor Group LLC4,787$254K0.0%N/A0.019%
10/19/2024 Allspring 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%
10/17/2024 AlphaMark Advisors LLC600$32K0.0%-29.4%0.002%
10/16/2024 nVerses Capital LLC1,100$58K0.0%+22.2%0.004%
10/11/2024 Creative Planning6,854$364K0.0%+37.1%0.028%
10/10/2024 Exchange 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%
10/3/2024 SG Americas Securities LLC8,610$457K0.0%N/A0.035%
8/16/2024 Sunbelt Securities Inc.2,705$130K0.0%-11.5%0.011%
8/15/2024 Susquehanna Portfolio Strategies LLC6,085$293K0.0%-73.7%0.025%
8/15/2024Susquehanna Fundamental Investments LLC6,889$332K0.0%N/A0.028%
8/15/2024 The Manufacturers Life Insurance Company12,290$592K0.0%+3.4%0.050%
8/15/2024 AQR Capital Management LLC42,626$2.05M0.0%-4.0%0.173%
8/14/2024 Squarepoint Ops LLC5,100$246K0.0%N/A0.021%
8/14/2024 Public Sector Pension Investment Board54,086$2.61M0.0%+7.4%0.219%
8/14/2024 DRW Securities LLC7,300$352K0.0%N/A0.030%
8/14/2024 ProShare Advisors LLC273,280$13.17M0.0%+69.1%1.107%
8/13/2024 Thrivent Financial for Lutherans20,399$983K0.0%-4.3%0.083%
8/13/2024 AE Wealth Management LLC5,400$260K0.0%+9.5%0.022%
8/13/2024 Canada Pension Plan Investment Board1,000$48K0.0%N/A0.004%
8/12/2024 Intech Investment Management LLC8,219$396K0.0%N/A0.033%
8/12/2024 XTX Topco Ltd5,520$266K0.0%-64.0%0.022%
8/12/2024 Hsbc Holdings PLC4,284$205K0.0%-8.3%0.017%
8/12/2024 Amalgamated Bank7,482$361K0.0%-2.5%0.030%
8/9/2024 Renaissance Technologies LLC133,711$6.44M0.0%-51.7%0.542%
8/9/2024 Dimensional Fund Advisors LP1,941,121$93.54M0.0%-0.4%7.875%
8/9/2024 Keene & Associates Inc.7,005$338K0.3%+3.2%0.028%
8/7/2024 Daiwa Securities Group Inc.7,821$377K0.0%+21.9%0.032%
8/7/2024 Texas Permanent School Fund Corp26,610$1.28M0.0%+23.7%0.108%
8/5/2024 Victory Capital Management Inc.22,642$1.09M0.0%-88.5%0.092%
8/2/2024 First National Trust Co19,817$955K0.0%+32.5%0.080%
8/2/2024 Pzena Investment Management LLC1,031,955$49.73M0.2%-3.6%4.186%
8/1/2024 Rhumbline Advisers65,900$3.18M0.0%-2.2%0.267%
8/1/2024 Ritholtz Wealth Management11,960$576K0.0%-3.0%0.049%
7/31/2024 nVerses Capital LLC900$43K0.0%N/A0.004%
7/31/2024Commonwealth Equity Services LLC5,723$276K0.0%N/A0.023%
7/30/2024 Maryland State Retirement & Pension System8,568$413K0.0%-4.0%0.035%
7/29/2024 Principal Financial Group Inc.127,181$6.13M0.0%-4.2%0.516%
7/29/2024 Innealta Capital LLC2,241$108K0.0%N/A0.009%
7/26/2024 AlphaStar Capital Management LLC6,505$313K0.0%-20.3%0.026%
7/26/2024 Allspring Global Investments Holdings LLC30,941$1.49M0.0%-5.2%0.126%
7/26/2024 Bank of New York Mellon Corp384,607$18.53M0.0%-2.4%1.560%
7/24/2024 Louisiana State Employees Retirement System12,400$598K0.0%+1.6%0.050%
7/20/2024 Nisa Investment Advisors LLC23,753$1.15M0.0%+3.1%0.096%
7/18/2024Blue Trust Inc.1,030$53K0.0%+145.2%0.004%
7/17/2024 AlphaMark Advisors LLC850$41K0.0%+41.7%0.003%
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7/16/2024 ORG Partners LLC4,880$233K0.0%+438.0%0.020%
5/28/2024 Boston Partners238,262$12.27M0.0%N/A0.970%
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%
(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, 159 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 3,432,758 shares in the last 24 months. This purchase volume represents approximately $194.00M in transactions.

Which Universal major shareholders have been selling company stock?

Of the 88 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 Adams Asset Advisors LLC ($52.78K).

How much institutional selling is happening at Universal?

Institutional investors have sold a total of 1,944,994 shares in the last 24 months. This volume of shares sold represents approximately $101.76M in transactions.



This page (NYSE:UVV) was last updated on 12/18/2024 by MarketBeat.com Staff
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