UVV · Company research
Universal Corporation (UVV): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableBasic Materials
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| SVB WEALTH LLC | 1626116 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12951 | 1925641 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| RENAISSANCERE HOLDINGS LTD | 913144 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 583771 | 24144769 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| JPMORGAN CHASE & CO | 19617 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 313842 | 13689217 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Quantbot Technologies LP | 1512991 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17917 | 785840 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| KBC Group NV | 1411133 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 152461 | 22669 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| STATE OF WISCONSIN INVESTMENT BOARD | 854157 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 45449 | 6757812 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Utah Retirement Systems | 1548392 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7729 | 1149225 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| LRI Investments, LLC | 2023325 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7 | 1041 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 884414 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 328726 | 13596107 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Magnetar Financial LLC | 1352851 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5403 | 803372 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| RITHOLTZ WEALTH MANAGEMENT | 1698218 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6554 | 974459 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| PRINCIPAL FINANCIAL GROUP INC | 1126328 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 62852 | 9345463 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| DAVENPORT & Co LLC | 887777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 125420 | 6543153 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| ARMSTRONG ADVISORY GROUP, INC | 1932952 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11 | 1636 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| FIRST CITIZENS BANK & TRUST CO | 1092203 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 57824 | 8597850 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Watershed Asset Management, L.L.C. | 1315926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3448 | 512683 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Tema ETFs LLC | 2056807 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 432 | 64234 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Pathstone Holdings, LLC | 2011612 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3756 | 558483 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Inspire Investing, LLC | 1670139 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3006 | 446962 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| BlackRock, Inc. | 2012383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2750090 | 143472195 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Marquette Asset Management, LLC | 1395067 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 63561 | 303186 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 1446179 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6117 | 252999 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Regatta Research & Money Management | 2137529 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1333 | 61518 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Amundi | 1330387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 79885 | 11878101 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 884546 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 575162 | 85520838 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| EverSource Wealth Advisors, LLC | 1710537 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 73 | 10854 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| PSI Advisors, LLC | 1779040 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9759 | 450378 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| CreativeOne Wealth, LLC | 1739728 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11034 | 1640696 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 2114795 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 338 | 15599 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Beaird Harris Wealth Management, LLC | 1908938 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 149 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| TUDOR INVESTMENT CORP ET AL | 923093 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43910 | 1816118 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Assenagon Asset Management S.A. | 1546007 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 44000 | 6542360 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| NEOS Investment Management LLC | 2001019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9762 | 1451511 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| ING GROEP NV | 1039765 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6552 | 974217 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Rakuten Securities, Inc. | 2009539 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 149 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Godfrey Financial Associates, Inc. | 2097943 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3239 | 140729 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| ELEVATION WEALTH PARTNERS, LLC | 1976256 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 193 | 28698 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1368163 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15046 | 2237190 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| STATE STREET CORP | 93751 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2102613 | 312637527 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Clark Asset Management, LLC | 2062026 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8150 | 337084 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| NEUBERGER BERMAN GROUP LLC | 1465109 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40385 | 2106903 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Penserra Capital Management LLC | 1593324 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29087 | 1275 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| EP Wealth Advisors, LLC | 1540569 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2337 | 347499 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Ankerstar Wealth, LLC | 2053917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1009 | 52663 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 922127 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 47605 | 7078387 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| FRANKLIN RESOURCES INC | 38777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 75828 | 11274865 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Cedar Mountain Advisors, LLC | 1798986 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20 | 877 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| CX Institutional | 1737089 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1682 | 250 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| MERCER GLOBAL ADVISORS INC /ADV | 853758 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7240 | 299446 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Balyasny Asset Management L.P. | 1218710 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 53030 | 7885031 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Mitsubishi UFJ Asset Management Co., Ltd. | 1466546 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 66464 | 9882532 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Treasurer of the State of North Carolina | 1761054 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 58785 | 8741 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Evolution Advisers, Inc. | 1906967 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2 | 0 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| IEQ CAPITAL, LLC | 1779789 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31448 | 1379291 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| X ADVISORS, LLC | 2139999 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25493 | 206749 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Daiwa Securities Group Inc. | 1481045 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4608 | 685164 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| MARIPAU WEALTH MANAGEMENT LLC | 1890698 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 60998 | 2814603 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| CANADA PENSION PLAN INVESTMENT BOARD | 1283718 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 563029 | 83716782 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 1177206 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43164 | 1785264 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 861177 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 47025 | 6992147 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| UMB Bank, n.a. | 933429 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 368 | 54718 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| KEYVANTAGE WEALTH, LLC | 2050555 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5177 | 224941 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Aviance Capital Partners, LLC | 1542383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8558 | 1272519 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Markowski Investments | 2149795 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 81 | 3738 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CastleKnight Management LP | 1835751 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 71200 | 10586728 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Vestcor Inc | 1536925 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 108156 | 5642 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Coastline Trust Co | 1324279 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2000 | 87720 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Glen Eagle Advisors, LLC | 2029317 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30 | 1316 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PEAK6 LLC | 1389958 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 150000 | 7825500 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Capital Asset Managemnet, LLC | 2123739 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19253 | 888547 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 869353 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13210 | 137912 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Centiva Capital, LP | 1692507 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4806 | 714604 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1141802 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1081 | 160694 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Corient Private Wealth LP | 1948780 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25992 | 3865174 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Polymer Capital Management (US) LLC | 1973324 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4874 | 724715 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Baird Financial Group, Inc. | 1648711 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9647 | 1434412 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| OPTIMIZE FINANCIAL INC. | 2033266 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2293 | 340946 | — | — | — | Aug 27, 2026 | SEC_13F_DATASET |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 1556921 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15760 | 822199 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Taylor Hoffman Capital Management LLC | 2042493 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6459 | 336966 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| STATE OF MICHIGAN RETIREMENT SYSTEM | 762152 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13640 | 2028132 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.