Universal Corporation (UVV) Ownership

60.16 ↓0.06 (-0.10%)

As of December 8, 2023, 4:00pm EST.

Institutions
Mutual Funds

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 27 institutional holders of UVV own 72.07% of the company with a total of 17.7 million shares.

In the latest ownership report on September 30th 2023, the top 27 institutional holders increased their combined ownership of UVV by 314 thousand shares. 13 institutions bought 637,112 total additional shares and increased their ownership by an average of 9.07%. However 7 institutions sold 323,000 total shares and decreased their ownership by an average of 9.26%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Universal Corporation increased by a net total of 314,112 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	15.498%	-1.467%	3,806,279	-56,666	2023-09-30
Vanguard Group Inc	12.045%	-0.019%	2,958,179	-569	2023-09-30
Dimensional Fund Advisors, Inc.	7.719%	0.721%	1,895,734	13,578	2023-09-30
State Street Corporation	5.825%	4.855%	1,430,573	66,239	2023-09-30
Amvescap Plc.	4.640%	21.741%	1,139,598	203,514	2023-09-30
Pzena Investment Management, LLC	4.550%	19.022%	1,117,463	178,592	2023-09-30
Geode Capital Management, LLC	2.028%	3.150%	498,003	15,210	2023-09-30
Charles Schwab Investment Management Inc	1.943%	1.609%	477,245	7,555	2023-09-30
Bank of New York Mellon Corp	1.612%	-6.247%	395,807	-26,374	2023-09-30
Victory Capital Management Inc.	1.427%	18.462%	350,360	54,602	2023-09-30
Renaissance Technologies Corp	1.144%	8.620%	281,011	22,300	2023-09-30
Mirae Asset Global Investments (Korea) Co Ltd	1.119%	4.150%	274,780	10,949	2023-09-30
Northern Trust Corp	1.012%	-47.058%	248,504	-220,881	2023-09-30
First Trust Advisors L.P.	0.983%	14.455%	241,410	30,488	2023-09-30
Advisors Asset Management	0.943%	-0.787%	231,671	-1,837	2023-09-30
Davenport & Company LLC	0.900%	1.300%	221,035	2,837	2023-09-30
Morgan Stanley - Brokerage Accounts	0.872%	-4.419%	214,128	-9,900	2023-09-30
Adams Asset Advisors LLC	0.711%	11.911%	174,653	18,589	2023-09-30
ProShare Advisors LLC	0.708%	7.854%	173,848	12,659	2023-09-30
Principal Financial Group Inc	0.540%	-4.857%	132,665	-6,773	2023-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	15.498%	-1.467%	3,806,279	-56,666	2023-09-30
Vanguard Group Inc	12.045%	-0.019%	2,958,179	-569	2023-09-30
Dimensional Fund Advisors, Inc.	7.719%	0.721%	1,895,734	13,578	2023-09-30
State Street Corporation	5.825%	4.855%	1,430,573	66,239	2023-09-30
Amvescap Plc.	4.640%	21.741%	1,139,598	203,514	2023-09-30
Pzena Investment Management, LLC	4.550%	19.022%	1,117,463	178,592	2023-09-30
Geode Capital Management, LLC	2.028%	3.150%	498,003	15,210	2023-09-30
Charles Schwab Investment Management Inc	1.943%	1.609%	477,245	7,555	2023-09-30
Bank of New York Mellon Corp	1.612%	-6.247%	395,807	-26,374	2023-09-30
Victory Capital Management Inc.	1.427%	18.462%	350,360	54,602	2023-09-30
DePrince Race & Zollo Inc	1.196%	0.000%	293,680	293,680	2023-06-30
Renaissance Technologies Corp	1.144%	8.620%	281,011	22,300	2023-09-30
Mirae Asset Global Investments (Korea) Co Ltd	1.119%	4.150%	274,780	10,949	2023-09-30
LSV Asset Management	1.048%	-31.676%	257,315	-119,296	2022-09-30
Northern Trust Corp	1.012%	-47.058%	248,504	-220,881	2023-09-30
First Trust Advisors L.P.	0.983%	14.455%	241,410	30,488	2023-09-30
Advisors Asset Management	0.943%	-0.787%	231,671	-1,837	2023-09-30
Davenport & Company LLC	0.900%	1.300%	221,035	2,837	2023-09-30
Morgan Stanley - Brokerage Accounts	0.872%	-4.419%	214,128	-9,900	2023-09-30
Grantham, Mayo, Van Otterloo & Co., LLC	0.841%	-0.434%	206,415	-900	2022-06-30
Citadel Advisors Llc	0.711%	73.779%	175,065	74,325	2023-03-31
Adams Asset Advisors LLC	0.711%	11.911%	174,653	18,589	2023-09-30
ProShare Advisors LLC	0.708%	7.854%	173,848	12,659	2023-09-30
Envestnet Asset Management Inc	0.698%	2,841.890%	171,983	166,137	2023-03-31
Boston Partners Global Investors, Inc	0.681%	-54.200%	167,215	-197,884	2022-12-31
Nuveen Asset Management, LLC	0.681%	0.599%	167,117	995	2023-06-30
Principal Financial Group Inc	0.540%	-4.857%	132,665	-6,773	2023-09-30

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 25 mutual fund holders of UVV own 42.09% of the company with a total of 10.3 million shares.

In the latest ownership report on October 31st 2023, the top 25 fund holders increased their combined ownership of UVV by 7 thousand shares. 6 funds bought 16,853 total additional shares and increased their ownership by an average of 0.67%. However 6 funds sold 23,736 total shares and decreased their ownership by an average of 1.26%.

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 -6,883 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	6.696%	-0.096%	1,644,586	-1,584	2023-10-31
Vanguard Total Stock Mkt Idx Inv	3.001%	0.000%	736,994	0	2023-10-31
Invesco High Yield Eq Div Achiev™ ETF	2.946%	0.000%	723,464	0	2023-10-31
Vanguard Small Cap Index	2.462%	0.580%	604,635	3,488	2023-10-31
iShares Russell 2000 ETF	2.287%	1.001%	561,660	5,568	2023-10-31
SPDR® S&P Global Div Aristocrats ETF	1.798%	-2.565%	441,642	-11,628	2023-10-31
Vanguard Small Cap Value Index Inv	1.716%	-0.383%	421,484	-1,620	2023-10-31
Vanguard Institutional Extnd Mkt Idx Tr	1.466%	1.864%	360,114	6,588	2023-10-31
iShares S&P Small-Cap 600 Value ETF	1.224%	-0.245%	300,546	-738	2023-10-31
Global X SuperDividend™ US ETF	1.100%	0.000%	270,145	0	2023-10-31
Schwab Fundamental US Small Company ETF	0.937%	0.408%	230,114	935	2023-10-31
iShares Russell 2000 Value ETF	0.899%	-0.065%	220,892	-143	2023-10-31
SPDR® Portfolio S&P 600 Sm Cap ETF	0.810%	0.046%	198,853	92	2023-10-31
Vanguard Tax-Managed Small Cap Adm	0.807%	0.000%	198,105	0	2023-10-31
Dimensional US Targeted Value ETF	0.790%	0.094%	194,125	182	2023-10-31
Vanguard Consumer Staples ETF	0.745%	-4.201%	182,968	-8,023	2023-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	6.696%	-0.096%	1,644,586	-1,584	2023-10-31
Vanguard Total Stock Mkt Idx Inv	3.001%	0.000%	736,994	0	2023-10-31
Vanguard Instl Ttl Stck Mkt Idx Tr	2.994%	1.105%	735,355	8,034	2023-03-31
Invesco High Yield Eq Div Achiev™ ETF	2.946%	0.000%	723,464	0	2023-10-31
DFA US Small Cap Value I	2.590%	-0.224%	636,102	-1,430	2023-09-30
Vanguard Small Cap Index	2.462%	0.580%	604,635	3,488	2023-10-31
iShares Russell 2000 ETF	2.287%	1.001%	561,660	5,568	2023-10-31
SPDR® S&P Global Div Aristocrats ETF	1.798%	-2.565%	441,642	-11,628	2023-10-31
Vanguard Small Cap Value Index Inv	1.716%	-0.383%	421,484	-1,620	2023-10-31
Vanguard Institutional Extnd Mkt Idx Tr	1.466%	1.864%	360,114	6,588	2023-10-31
Vanguard Extended Market Index Investor	1.409%	-0.017%	347,201	-59	2023-08-31
iShares S&P Small-Cap 600 Value ETF	1.224%	-0.245%	300,546	-738	2023-10-31
WisdomTree US SmallCap Dividend ETF	1.194%	0.000%	293,109	0	2022-11-30
Global X SuperDividend™ US ETF	1.100%	0.000%	270,145	0	2023-10-31
Schwab Fundamental US Small Company ETF	0.937%	0.408%	230,114	935	2023-10-31
Fidelity® Small Cap Index	0.911%	2.939%	223,605	6,383	2023-08-31
iShares Russell 2000 Value ETF	0.899%	-0.065%	220,892	-143	2023-10-31
DFA US Targeted Value I	0.892%	1.146%	219,164	2,483	2023-09-30
Victory Market Neutral Income I	0.824%	10.767%	202,280	19,663	2023-09-30
SPDR® Portfolio S&P 600 Sm Cap ETF	0.810%	0.046%	198,853	92	2023-10-31
Vanguard Tax-Managed Small Cap Adm	0.807%	0.000%	198,105	0	2023-10-31
Northern Small Cap Value	0.803%	0.000%	197,763	0	2023-06-30
Dimensional US Targeted Value ETF	0.790%	0.094%	194,125	182	2023-10-31
SPDR® S&P 600 Small Cap Value ETF	0.785%	0.200%	193,435	386	2023-08-31
Vanguard Consumer Staples ETF	0.745%	-4.201%	182,968	-8,023	2023-10-31