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 |
|---|---|---|---|---|---|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
300
shares
|
$15,876
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
300
shares
|
$15,876
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
266
shares
|
$14,076
0.0% of portfolio
|
Q3 2025
Added 72.73%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
256
shares
|
$13,547
0.0% of portfolio
|
Q3 2025
Added 7.56%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
237
shares
|
$12,542
0.0% of portfolio
|
Q3 2025
Added 23.44%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
200
shares
|
$10,584
0.0% of portfolio
|
Q4 2024
Reduced 66.67%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
193
shares
|
$10,213
0.0% of portfolio
|
Q2 2025
Reduced 50.89%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
165
shares
|
$8,731
0.0% of portfolio
|
Q3 2025
Added 23.13%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
160
shares
|
$8,467
0.0% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
156
shares
|
$8,255
0.0% of portfolio
|
Q3 2025
Added 721.05%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
156
shares
|
$8,255
0.0% of portfolio
|
Q3 2025
Reduced 27.44%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
153
shares
|
$8,096
0.0% of portfolio
|
Q1 2025
Added 6.25%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
138
shares
|
$7,302
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
130
shares
|
$6,879
0.0% of portfolio
|
Q3 2024
Reduced 97.34%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
117
shares
|
$6,191
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
116
shares
|
$6,138
0.0% of portfolio
|
Q3 2025
Added 20.83%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
100
shares
|
$5,292
0.0% of portfolio
|
Q3 2024
Reduced 66.67%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
100
shares
|
$5,292
0.0% of portfolio
|
Q3 2025
Reduced 36.71%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
82
shares
|
$4,339
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
75
shares
|
$3,969
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
75
shares
|
$3,969
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
70
shares
|
$3,704
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
69
shares
|
$3,651
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
67
shares
|
$3,545
0.0% of portfolio
|
Q3 2025
Added 31.37%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
54
shares
|
$2,857
0.0% of portfolio
|
Q1 2023
Reduced 82.0%
|
|