UNIVERSAL CORP VA MTNS BK EN (UVV)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
220
Reporting holders
$1.1B
Reported value
81.7%
Of shares outstanding
1.5%
Held as options
+2
Holder change
Institutions report 20,365,428 shares against 24,923,496 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $203.2M | 3,895,750 | 0.00% | 8q | +2.3%+$4.6M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $94.5M | 1,811,024 | 0.00% | 2q | +3.9%+$3.6M |
| DIMENSIONAL FUND ADVISORS LP | $92.1M | 1,764,415 | 0.02% | 31q | -0.6%-$544.8K |
| STATE STREET CORP | $75.6M | 1,449,407 | 0.00% | 31q | +3.6%+$2.7M |
| VANGUARD CAPITAL MANAGEMENT LLC | $58.2M | 1,115,922 | 0.00% | 2q | +4.5%+$2.5M |
| Invesco Ltd. | $39.3M | 752,733 | 0.00% | 31q | -9.0%-$3.9M |
| GEODE CAPITAL MANAGEMENT, LLC | $33.8M | 648,150 | 0.00% | 31q | +7.4%+$2.3M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $22.2M | 424,680 | 0.00% | 31q | -11.2%-$2.8M |
| Sixth Street Partners Management Company, L.P. | $22.2M | 424,680 | 0.00% | new | NEW |
| PRUDENTIAL FINANCIAL INC | $21.0M | 402,344 | 0.02% | 31q | -1.9%-$397.2K |
| FIRST TRUST ADVISORS LP | $20.4M | 391,184 | 0.01% | 31q | +10.6%+$2.0M |
| MORGAN STANLEY | $19.1M | 366,366 | 0.00% | 35q | +0.5%+$102.3K |
| BARCLAYS PLC | $19.0M | 364,764 | 0.00% | 31q | -37.8%-$11.6M |
| PZENA INVESTMENT MANAGEMENT LLC | $19.0M | 363,477 | 0.06% | 31q | +10.3%+$1.8M |
| TWO SIGMA INVESTMENTS, LP | $18.7M | 358,446 | 0.01% | 14q | -17.3%-$3.9M |
| Bank of New York Mellon Corp | $17.9M | 342,650 | 0.00% | 31q | +2.8%+$481.4K |
| D. E. Shaw & Co., Inc. | $16.7M | 320,245 | 0.01% | 8q | +84.3%+$7.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $15.5M | 297,320 | 0.02% | 9q | +5.0%+$740.7K |
| Qube Research & Technologies Ltd | $15.1M | 289,656 | 0.01% | 13q | -3.4%-$539.1K |
| NORTHERN TRUST CORP | $14.2M | 271,904 | 0.00% | 31q | +8.8%+$1.1M |
| MILLENNIUM MANAGEMENT LLC | $14.2M | 271,478 | 0.01% | 5q | +843.9%+$12.7M |
| UBS Group AG | $13.8M | 263,788 | 0.00% | 31q | +144.6%+$8.1M |
| VICTORY CAPITAL MANAGEMENT INC | $9.5M | 182,113 | 0.01% | 31q | -42.2%-$6.9M |
| Public Sector Pension Investment Board | $8.9M | 171,036 | 0.01% | 31q | +91.8%+$4.3M |
| VANGUARD FIDUCIARY TRUST CO | $8.6M | 164,324 | 0.00% | 2q | +3.5%+$290.4K |
| PEAK6 LLC | $7.8M | options only | 0.02% | 2q | OPTIONS |
| CITADEL ADVISORS LLC | $7.0M | 93,164 | 0.00% | 31q | -48.3%-$6.6M |
| Point72 Asset Management, L.P. | $7.0M | 134,762 | 0.01% | 2q | +192.5%+$4.6M |
| Adams Asset Advisors, LLC | $7.0M | 133,892 | 0.79% | 31q | -5.8%-$427.3K |
| GOLDMAN SACHS GROUP INC | $6.8M | 131,196 | 0.00% | 31q | +7.9%+$499.2K |
| ProShare Advisors LLC | $6.8M | 130,059 | 0.01% | 31q | +6.5%+$411.8K |
| DAVENPORT & Co LLC | $6.5M | 125,420 | 0.03% | 31q | +2.5%+$162.2K |
| PRINCIPAL FINANCIAL GROUP INC | $6.3M | 120,455 | 0.00% | 31q | -0.5%-$34.1K |
| FRANKLIN RESOURCES INC | $5.7M | 109,681 | 0.00% | 18q | +1.9%+$107.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | $5.2M | 100,314 | 0.01% | 9q | +8.0%+$388.0K |
| EXCHANGE TRADED CONCEPTS, LLC | $4.4M | 84,628 | 0.01% | 25q | +103.0%+$2.2M |
| Creative Planning | $3.8M | 72,829 | 0.00% | 12q | +27.6%+$820.8K |
| AQR CAPITAL MANAGEMENT LLC | $3.8M | 72,121 | 0.00% | 19q | +87.5%+$1.8M |
| JANE STREET GROUP, LLC | $3.7M | options only | 0.00% | 6q | OPTIONS |
| Nuveen, LLC | $3.4M | 65,715 | 0.00% | 6q | +16.2%+$478.9K |
| RHUMBLINE ADVISERS | $3.1M | 59,741 | 0.00% | 31q | +1.9%+$58.4K |
| BANK OF AMERICA CORP /DE/ | $3.0M | 56,990 | 0.00% | 31q | -13.5%-$465.1K |
| Legal & General Group Plc | $2.9M | 56,479 | 0.00% | 31q | +1.8%+$52.9K |
| Numerai GP LLC | $2.8M | 54,347 | 0.23% | 3q | +417.6%+$2.3M |
| Allianz Asset Management GmbH | $2.7M | 52,249 | 0.00% | 20q | -26.3%-$970.4K |
| AMERIPRISE FINANCIAL INC | $2.7M | 50,812 | 0.00% | 31q | -65.2%-$5.0M |
| Swiss National Bank | $2.6M | 50,000 | 0.00% | 31q | +1.8%+$47.0K |
| WELLS FARGO & COMPANY/MN | $2.6M | 49,669 | 0.00% | 31q | -29.0%-$1.1M |
| Trexquant Investment LP | $2.5M | 48,101 | 0.01% | new | NEW |
| ROYAL BANK OF CANADA | $2.5M | 47,536 | 0.00% | 31q | +28.0%+$541.9K |
| JPMORGAN CHASE & CO | $2.4M | 44,476 | 0.00% | 31q | -11.4%-$311.4K |
| NEUBERGER BERMAN GROUP LLC | $2.2M | 41,216 | 0.00% | 29q | -18.1%-$476.1K |
| MARTINGALE ASSET MANAGEMENT L P | $2.1M | 39,351 | 0.05% | 31q | HELD |
| Russell Investments Group, Ltd. | $2.0M | 39,017 | 0.00% | 15q | +44.5%+$626.6K |
| RAYMOND JAMES FINANCIAL INC | $2.0M | 37,532 | 0.00% | 7q | +2.8%+$52.8K |
| Arkadios Wealth Advisors | $1.9M | 37,368 | 0.03% | 5q | HELD |
| ExodusPoint Capital Management, LP | $1.9M | 37,212 | 0.01% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.9M | 3,945 | 0.00% | 31q | -66.4%-$3.7M |
| STATE OF WISCONSIN INVESTMENT BOARD | $1.6M | 30,129 | 0.00% | 2q | +675.3%+$1.4M |
| Advisors Asset Management, Inc. | $1.5M | 28,621 | 0.02% | 34q | -60.4%-$2.3M |
| INTECH INVESTMENT MANAGEMENT LLC | $1.5M | 28,237 | 0.01% | 9q | -71.3%-$3.7M |
| DEUTSCHE BANK AG\ | $1.5M | 28,123 | 0.00% | 34q | -0.9%-$12.7K |
| ALLIANCEBERNSTEIN L.P. | $1.4M | 26,498 | 0.00% | 31q | HELD |
| Vanguard Global Advisers, LLC | $1.4M | 26,224 | 0.00% | 2q | -33.0%-$674.7K |
| Foundations Investment Advisors, LLC | $1.3M | 24,115 | 0.01% | 4q | -21.2%-$339.4K |
| LPL Financial LLC | $1.3M | 24,057 | 0.00% | 22q | +9.5%+$108.8K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $1.2M | 23,690 | 0.00% | 31q | +18.0%+$188.3K |
| CoreCap Advisors, LLC | $1.2M | 23,641 | 0.04% | 8q | +2.7%+$32.9K |
| Squarepoint Ops LLC | $1.2M | 23,201 | 0.00% | 7q | +53.0%+$419.0K |
| Louisiana State Employees Retirement System | $1.2M | 22,000 | 0.01% | 31q | +98.2%+$571.6K |
| Heritage Wealth Advisors | $1.1M | 21,963 | 0.04% | 31q | +18.0%+$174.5K |
| VANGUARD ASSET MANAGEMENT, Ltd | $1.1M | 21,494 | 0.00% | 2q | +20.4%+$189.6K |
| NISA INVESTMENT ADVISORS, LLC | $1.1M | 20,549 | 0.00% | 31q | -1.4%-$15.8K |
| Quantinno Capital Management LP | $992.4K | 19,021 | 0.00% | 6q | +6.3%+$59.0K |
| SEI INVESTMENTS CO | $953.3K | 18,272 | 0.00% | 5q | -35.2%-$517.4K |
| GUGGENHEIM CAPITAL LLC | $909.4K | 17,431 | 0.01% | 14q | -21.1%-$243.1K |
| CITIGROUP INC | $841.7K | 16,133 | 0.00% | 31q | +118.5%+$456.4K |
| Cetera Investment Advisers | $835.8K | 16,021 | 0.00% | 6q | +5.3%+$41.9K |
| IMC-Chicago, LLC | $824.3K | options only | 0.00% | new | OPTIONS |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $822.2K | 15,760 | 0.00% | 2q | -55.2%-$1.0M |
| MetLife Investment Management, LLC | $787.9K | 15,103 | 0.00% | 32q | +11.8%+$83.4K |
| BRANDYWINE TRUST CO | $777.7K | 14,907 | 0.13% | 31q | HELD |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $734.2K | 14,074 | 0.00% | 20q | -13.0%-$109.5K |
| Quadrature Capital Ltd | $729.9K | 13,991 | 0.01% | 4q | -12.2%-$101.9K |
| Dynamic Technology Lab Private Ltd | $719.0K | 13,779 | 0.16% | 2q | +89.3%+$339.1K |
| HANCOCK WHITNEY CORP | $706.9K | 13,549 | 0.01% | 5q | +13.0%+$81.3K |
| RENAISSANCE TECHNOLOGIES LLC | $703.2K | 13,479 | 0.00% | 2q | -83.2%-$3.5M |
| Grantham, Mayo, Van Otterloo & Co. LLC | $701.8K | 13,453 | 0.00% | 31q | -12.6%-$101.1K |
| BANK OF MONTREAL /CAN/ | $700.7K | 13,431 | 0.00% | 6q | +20.4%+$118.7K |
| CARY STREET PARTNERS FINANCIAL LLC | $700.4K | 13,425 | 0.02% | 6q | +8.7%+$56.3K |
| Aquatic Capital Management LLC | $680.0K | 13,035 | 0.02% | 3q | +83.3%+$309.0K |
| Illinois Municipal Retirement Fund | $644.1K | 12,347 | 0.01% | 12q | -4.4%-$29.6K |
| Gotham Asset Management, LLC | $636.9K | 12,209 | 0.00% | new | NEW |
| XTX Topco Ltd | $636.1K | 12,193 | 0.01% | 2q | +97.7%+$314.3K |
| Mitsubishi UFJ Trust & Banking Corp | $611.2K | 11,715 | 0.00% | 2q | +31.5%+$146.5K |
| Belpointe Asset Management LLC | $594.6K | 11,398 | 0.02% | new | NEW |
| Jupiter Topco LLC | $561.6K | 10,762 | 0.00% | new | FIRST |
| Schonfeld Strategic Advisors LLC | $540.0K | 10,351 | 0.00% | new | NEW |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $539.4K | 10,339 | 0.00% | 2q | -39.5%-$352.5K |
| SIMPLEX TRADING, LLC | $537.0K | 1,594 | 0.00% | 29q | -64.0%-$954.8K |
Showing the largest 100 of 237 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 220 | $1.1B | 20,365,428 | 30 | 84 | 65 | 1.5% |
| Q1 2026 | 218 | $1.0B | 19,716,121 | 30 | 66 | 69 | 0.9% |
| Q4 2025 | 210 | $1.0B | 19,708,807 | 15 | 74 | 76 | 0.4% |
| Q3 2025 | 211 | $1.1B | 19,958,384 | 24 | 85 | 59 | 0.5% |
| Q2 2025 | 216 | $1.1B | 19,533,560 | 37 | 82 | 52 | 0.4% |
| Q1 2025 | 199 | $1.1B | 19,726,209 | 28 | 60 | 65 | 0.4% |
| Q4 2024 | 189 | $1.1B | 19,867,180 | 10 | 70 | 53 | 0.5% |
| Q3 2024 | 198 | $1.0B | 19,512,128 | 22 | 69 | 58 | 0.7% |
| Q2 2024 | 193 | $944.2M | 19,458,419 | 25 | 54 | 69 | 0.7% |
| Q1 2024 | 189 | $1.0B | 19,318,422 | 29 | 45 | 61 | 0.6% |
| Q4 2023 | 174 | $1.3B | 19,765,581 | 22 | 53 | 58 | 0.5% |
| Q3 2023 | 156 | $873.8M | 18,425,869 | 9 | 55 | 55 | 0.4% |
| Q2 2023 | 168 | $940.7M | 18,760,161 | 20 | 50 | 59 | 0.4% |
| Q1 2023 | 153 | $984.3M | 18,524,821 | 15 | 53 | 50 | 0.4% |
| Q4 2022 | 144 | $842.6M | 15,882,636 | 21 | 45 | 44 | 0.5% |
| Q3 2022 | 181 | $909.6M | 19,653,269 | 15 | 59 | 64 | 0.5% |
| Q2 2022 | 188 | $1.2B | 20,007,215 | 20 | 54 | 61 | 0.7% |
| Q1 2022 | 190 | $1.2B | 20,215,961 | 21 | 66 | 58 | 0.9% |
| Q4 2021 | 188 | $1.1B | 19,898,997 | 24 | 59 | 57 | 1.0% |
| Q3 2021 | 166 | $941.7M | 19,332,384 | 16 | 51 | 62 | 0.8% |
| Q2 2021 | 174 | $1.1B | 19,724,464 | 14 | 51 | 60 | 0.6% |
| Q1 2021 | 177 | $1.2B | 20,045,172 | 24 | 58 | 54 | 0.8% |
| Q4 2020 | 167 | $990.8M | 20,198,963 | 7 | 60 | 53 | 0.9% |
| Q3 2020 | 177 | $851.6M | 20,212,815 | 16 | 53 | 70 | 0.6% |
| Q2 2020 | 184 | $871.6M | 20,397,231 | 22 | 56 | 67 | 0.5% |
| Q1 2020 | 181 | $944.1M | 21,117,604 | 21 | 53 | 65 | 1.1% |
| Q4 2019 | 186 | $1.3B | 22,062,792 | 10 | 65 | 60 | 0.5% |
| Q3 2019 | 186 | $1.2B | 21,397,349 | 11 | 72 | 55 | 0.7% |
| Q2 2019 | 205 | $1.3B | 21,456,257 | 38 | 71 | 56 | 2.6% |
| Q1 2019 | 203 | $1.2B | 20,776,110 | 20 | 77 | 49 | 0.3% |
| Q4 2018 | 203 | $1.2B | 21,778,465 | 6 | 5 | 4 | 0.9% |