Institutional Ownership Universal Corp (UVV)
This table provides information about the institutional ownership of Universal Corp (UVV). We have compiled data on the 254 institutions that hold shares in the stock, with a total of 20 Million shares, which have been reported (via 13F filing form) to have a value of $1.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
45
shares
|
$2,381
0.0% of portfolio
|
Q2 2025
Added 164.71%
|
|
|
Godsey & Gibb Associates
|
Oct 24, 2025 Q3 2025 |
42
shares
|
$2,222
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
37
shares
|
$1,958
0.0% of portfolio
|
Q3 2020
Added 270.0%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
36
shares
|
$1,905
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
35
shares
|
$1,852
0.0% of portfolio
|
Q3 2025
Added 94.44%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
34
shares
|
$1,799
0.0% of portfolio
|
Q3 2025
Added 78.95%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
33
shares
|
$1,746
0.0% of portfolio
|
Q3 2025
Reduced 13.16%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 12, 2025 Q3 2025 |
32
shares
|
$1,693
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
29
shares
|
$1,534
0.0% of portfolio
|
Q3 2025
Added 52.63%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
28
shares
|
$1,481
0.0% of portfolio
|
Q2 2025
Added 86.67%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
25
shares
|
$1,323
0.0% of portfolio
|
Q3 2025
Reduced 16.67%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
23
shares
|
$1,217
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
23
shares
|
$1,217
0.0% of portfolio
|
Q3 2025
Reduced 8.0%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 24, 2025 Q3 2025 |
12
shares
|
$635
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
11
shares
|
$582
0.0% of portfolio
|
Q4 2023
Reduced 47.62%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
11
shares
|
$582
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
9
shares
|
$476
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
7
shares
|
$370
0.0% of portfolio
|
Q4 2020
Reduced 56.25%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
6
shares
|
$317
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
2
shares
|
$105
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|