Universal Corporation (UVV) Ownership

50.71 ↓0.03 (-0.06%)
As of December 31, 1969, 7:00pm EST.

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Universal Corporation (UVV), owning a total of 3.8 million shares. Combined, the top 35 institutional holders of UVV own 85.20% of the company with a total of 21 million shares.

In the latest ownership report on September 30th 2024, the top 35 institutional holders decreased their combined ownership of UVV by 348 thousand shares. 10 institutions bought 287,601 total additional shares and increased their ownership by an average of 15.88%. However 10 institutions sold 635,206 total shares and decreased their ownership by an average of 10.04%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Universal Corporation decreased by a net total of -347,605 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc15.457%1.088%3,816,80541,0702024-09-30
Vanguard Group Inc11.642%-1.161%2,874,611-33,7762024-09-30
Dimensional Fund Advisors, Inc.7.726%-1.725%1,907,646-33,4752024-09-30
State Street Corp4.936%6.257%1,218,79371,7732024-09-30
First Trust Advisors L.P.4.387%-8.840%1,083,325-105,0462024-09-30
Pzena Investment Management, LLC3.762%-9.989%928,870-103,0852024-09-30
Amvescap Plc.3.216%-13.356%794,077-122,4032024-09-30
Geode Capital Management, LLC2.294%0.636%566,3563,5782024-09-30
Charles Schwab Investment Management Inc2.198%4.645%542,68324,0892024-09-30
Morgan Stanley - Brokerage Accounts1.473%-30.709%363,608-161,1462024-09-30
Bank of New York Mellon Corp1.456%-6.545%359,433-25,1742024-09-30
ProShare Advisors LLC1.137%2.766%280,8387,5582024-09-30
Boston Partners Global Investors, Inc1.094%-5.916%270,055-16,9802024-09-30
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.1.017%-0.280%251,185-7062024-09-30
Northern Trust Corp1.000%2.160%246,8715,2202024-09-30
Advisors Asset Management0.898%2.301%221,6954,9862024-09-30
Davenport & Company LLC0.827%4.710%204,2369,1872024-09-30
Goldman Sachs Group Inc0.810%127.132%199,951111,9182024-09-30
Adams Asset Advisors LLC0.612%0.000%151,10602024-09-30
Insight Folios Inc0.502%7.111%123,8428,2222024-09-30
Prudential Financial Inc0.485%-21.833%119,632-33,4152024-09-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc15.457%1.088%3,816,80541,0702024-09-30
Vanguard Group Inc11.642%-1.161%2,874,611-33,7762024-09-30
Dimensional Fund Advisors, Inc.7.726%-1.725%1,907,646-33,4752024-09-30
State Street Corp4.936%6.257%1,218,79371,7732024-09-30
State Street Corporation4.762%-20.410%1,175,764-301,5142024-03-31
First Trust Advisors L.P.4.387%-8.840%1,083,325-105,0462024-09-30
Pacer Advisors, INC.4.290%0.000%1,057,4491,057,4492023-12-31
Pzena Investment Management, LLC3.762%-9.989%928,870-103,0852024-09-30
Amvescap Plc.3.216%-13.356%794,077-122,4032024-09-30
Geode Capital Management, LLC2.294%0.636%566,3563,5782024-09-30
Charles Schwab Investment Management Inc2.198%4.645%542,68324,0892024-09-30
Morgan Stanley - Brokerage Accounts1.473%-30.709%363,608-161,1462024-09-30
Bank of New York Mellon Corp1.456%-6.545%359,433-25,1742024-09-30
DePrince Race & Zollo Inc1.196%0.000%293,680293,6802023-06-30
ProShare Advisors LLC1.137%2.766%280,8387,5582024-09-30
Boston Partners Global Investors, Inc1.094%-5.916%270,055-16,9802024-09-30
Mirae Asset Global Investments (Korea) Co Ltd1.068%-1.424%263,479-3,8072024-03-31
LSV Asset Management1.048%-31.676%257,315-119,2962022-09-30
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.1.017%-0.280%251,185-7062024-09-30
Northern Trust Corp1.000%2.160%246,8715,2202024-09-30
Advisors Asset Management0.898%2.301%221,6954,9862024-09-30
Grantham, Mayo, Van Otterloo & Co., LLC0.841%-0.434%206,415-9002022-06-30
Davenport & Company LLC0.827%4.710%204,2369,1872024-09-30
Goldman Sachs Group Inc0.810%127.132%199,951111,9182024-09-30
Victory Capital Management Inc.0.797%-48.012%196,709-181,6672024-03-31
Citadel Advisors Llc0.711%73.779%175,06574,3252023-03-31
Envestnet Asset Management Inc0.698%2,841.890%171,983166,1372023-03-31
Nuveen Asset Management, LLC0.681%0.599%167,1179952023-06-30
Adams Asset Advisors LLC0.612%0.000%151,10602024-09-30
Bank of America Corp0.605%266.380%149,483108,6832024-03-31
Renaissance Technologies Corp0.542%-51.696%133,711-143,1002024-06-30
Millennium Management LLC0.528%18.925%129,64420,6312023-09-30
Principal Financial Group Inc0.515%-4.208%127,181-5,5872024-06-30
Insight Folios Inc0.502%7.111%123,8428,2222024-09-30
Prudential Financial Inc0.485%-21.833%119,632-33,4152024-09-30

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of Universal Corporation (UVV), owning a total of 1.6 million shares. Combined, the top 32 mutual fund holders of UVV own 54.16% of the company with a total of 13.4 million shares.

In the latest ownership report on December 31st 2024, the top 32 fund holders increased their combined ownership of UVV by 8 thousand shares. 2 funds bought 957 total additional shares and increased their ownership by an average of 0.05%. However 2 funds sold 8,842 total shares and decreased their ownership by an average of 1.55%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Universal Corporation decreased by a net total of -7,885 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Small-Cap ETF6.459%0.051%1,594,7908162024-12-31
iShares Russell 2000 ETF2.629%-0.384%649,175-2,5002024-12-31
Invesco High Yield Eq Div Achiev™ ETF2.408%0.000%594,54302024-12-31
Schwab Fundamental U.S. Small CompanyETF1.190%0.048%293,9111412024-12-31
iShares S&P Small-Cap 600 Value ETF1.083%0.000%267,51202024-12-31
Global X SuperDividend™ US ETF1.016%0.000%250,75802024-12-31
SPDR® Portfolio S&P 600™ Sm Cap ETF0.925%0.000%228,44402024-12-31
iShares Russell 2000 Value ETF0.918%-2.722%226,664-6,3422024-12-31
Dimensional US Targeted Value ETF0.834%0.000%205,93102024-12-31
Invesco S&P SmallCap Value with Momt ETF0.714%0.000%176,41202024-12-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Small-Cap ETF6.459%0.051%1,594,7908162024-12-31
Pacer US Small Cap Cash Cows 100 ETF5.674%0.437%1,394,3806,0642024-02-29
First Trust Value Line® Dividend ETF3.129%-0.047%772,700-3622024-12-30
Vanguard Instl Ttl Stck Mkt Idx Tr2.994%1.105%735,3558,0342023-03-31
Vanguard Total Stock Mkt Idx Inv2.939%-0.935%725,669-6,8482024-11-30
iShares Russell 2000 ETF2.629%-0.384%649,175-2,5002024-12-31
Invesco High Yield Eq Div Achiev™ ETF2.408%0.000%594,54302024-12-31
Vanguard Small Cap Index2.400%0.586%592,6503,4502024-11-30
DFA US Small Cap Value I2.356%0.000%581,67402024-11-30
Vanguard Small Cap Value Index Inv1.618%0.488%399,4421,9382024-11-30
Vanguard Institutional Extnd Mkt Idx Tr1.485%0.627%366,6982,2852024-11-30
Vanguard Extended Market Index Investor1.409%-0.017%347,201-592023-08-31
SPDR® S&P Global Div Aristocrats ETF1.300%0.702%321,1122,2372024-11-30
Schwab Fundamental U.S. Small CompanyETF1.190%0.048%293,9111412024-12-31
WisdomTree US SmallCap Dividend ETF1.194%0.000%293,10902022-11-30
iShares S&P Small-Cap 600 Value ETF1.083%0.000%267,51202024-12-31
Global X SuperDividend™ US ETF1.016%0.000%250,75802024-12-31
Schwab Fundamental US Small Company ETF1.012%0.000%248,76702024-05-31
Victory Market Neutral Income I1.003%21.802%246,38044,1002023-12-31
Fidelity Small Cap Index0.995%0.314%245,5737692024-10-31
Fidelity® Small Cap Index0.946%2.474%232,3645,6092023-10-31
SPDR® Portfolio S&P 600™ Sm Cap ETF0.925%0.000%228,44402024-12-31
iShares Russell 2000 Value ETF0.918%-2.722%226,664-6,3422024-12-31
DFA US Targeted Value I0.901%0.000%222,42102024-11-30
SPDR® Portfolio S&P 600 Sm Cap ETF0.884%-0.142%217,143-3082024-05-30
Dimensional US Targeted Value ETF0.834%0.000%205,93102024-12-31
Northern Small Cap Value0.803%0.000%197,76302023-06-30
Vanguard Consumer Staples ETF0.789%-0.561%194,708-1,0992024-11-30
SPDR® S&P 600 Small Cap Value ETF0.785%0.200%193,4353862023-08-31
Vanguard Tax-Managed Small Cap Adm0.725%0.000%179,07602024-08-31
Invesco S&P SmallCap Value with Momt ETF0.714%0.000%176,41202024-12-31
DFA US Small Cap I0.647%0.000%159,63802024-10-31

Discussions

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unknownable

$UVV whelp. you win this round. goodluck

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MyToiletBroke

$UVV 50% chance this will go up or down. I am a professional guys.

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