UNIVERSAL CORP VA MTNS BK EN (UVV)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
Institutions report 20,175,009 shares against 24,923,496 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $203.2M | 3,895,750 | 0.00% | 8q | +2.3%+$4.6M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $94.5M | 1,811,024 | 0.00% | 2q | +3.9%+$3.6M |
| DIMENSIONAL FUND ADVISORS LP | $92.1M | 1,764,415 | 0.02% | 31q | -0.6%-$544.8K |
| STATE STREET CORP | $75.6M | 1,449,407 | 0.00% | 31q | +3.6%+$2.7M |
| VANGUARD CAPITAL MANAGEMENT LLC | $58.2M | 1,115,922 | 0.00% | 2q | +4.5%+$2.5M |
| Invesco Ltd. | $39.3M | 752,733 | 0.00% | 31q | -9.0%-$3.9M |
| GEODE CAPITAL MANAGEMENT, LLC | $33.8M | 648,150 | 0.00% | 31q | +7.4%+$2.3M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $22.2M | 424,680 | 0.00% | 31q | -11.2%-$2.8M |
| PRUDENTIAL FINANCIAL INC | $21.0M | 402,344 | 0.02% | 31q | -1.9%-$397.2K |
| FIRST TRUST ADVISORS LP | $20.4M | 391,184 | 0.01% | 31q | +10.6%+$2.0M |
| MORGAN STANLEY | $19.1M | 366,366 | 0.00% | 35q | +0.5%+$102.3K |
| BARCLAYS PLC | $19.0M | 364,764 | 0.00% | 31q | -37.8%-$11.6M |
| PZENA INVESTMENT MANAGEMENT LLC | $19.0M | 363,477 | 0.06% | 31q | +10.3%+$1.8M |
| TWO SIGMA INVESTMENTS, LP | $18.7M | 358,446 | 0.01% | 14q | -17.3%-$3.9M |
| Bank of New York Mellon Corp | $17.9M | 342,650 | 0.00% | 31q | +2.8%+$481.4K |
| D. E. Shaw & Co., Inc. | $16.7M | 320,245 | 0.01% | 8q | +84.3%+$7.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $15.5M | 297,320 | 0.02% | 9q | +5.0%+$740.7K |
| Qube Research & Technologies Ltd | $15.1M | 289,656 | 0.01% | 13q | -3.4%-$539.1K |
| NORTHERN TRUST CORP | $14.2M | 271,904 | 0.00% | 31q | +8.8%+$1.1M |
| MILLENNIUM MANAGEMENT LLC | $14.2M | 271,478 | 0.01% | 5q | +843.9%+$12.7M |
| UBS Group AG | $13.8M | 263,788 | 0.00% | 31q | +144.6%+$8.1M |
| VICTORY CAPITAL MANAGEMENT INC | $9.5M | 182,113 | 0.01% | 31q | -42.2%-$6.9M |
| VANGUARD FIDUCIARY TRUST CO | $8.6M | 164,324 | 0.00% | 2q | +3.5%+$290.4K |
| PEAK6 LLC | $7.8M CALL | options only | 0.02% | 2q | OPTIONS |
| CITADEL ADVISORS LLC | $7.0M incl. $2.2M options CALL+PUT | 93,164 | 0.00% | 31q | -48.3%-$6.6M |
| Point72 Asset Management, L.P. | $7.0M | 134,762 | 0.01% | 2q | +192.5%+$4.6M |
| Adams Asset Advisors, LLC | $7.0M | 133,892 | 0.79% | 31q | -5.8%-$427.3K |
| GOLDMAN SACHS GROUP INC | $6.8M | 131,196 | 0.00% | 31q | +7.9%+$499.2K |
| ProShare Advisors LLC | $6.8M | 130,059 | 0.01% | 31q | +6.5%+$411.8K |
| DAVENPORT & Co LLC | $6.5M | 125,420 | 0.03% | 31q | +2.5%+$162.2K |
| PRINCIPAL FINANCIAL GROUP INC | $6.3M | 120,455 | 0.00% | 31q | -0.5%-$34.1K |
| FRANKLIN RESOURCES INC | $5.7M | 109,681 | 0.00% | 18q | +1.9%+$107.8K |
| Vestcor Inc | $5.6M | 108,156 | 0.14% | 4q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $5.2M | 100,314 | 0.01% | 9q | +8.0%+$388.0K |
| Public Sector Pension Investment Board | $4.5M | 85,518 | 0.01% | 31q | -4.1%-$190.1K |
| Creative Planning | $3.8M | 72,829 | 0.00% | 12q | +27.6%+$820.8K |
| AQR CAPITAL MANAGEMENT LLC | $3.8M | 72,121 | 0.00% | 19q | +87.5%+$1.8M |
| JANE STREET GROUP, LLC | $3.7M CALL+PUT | options only | 0.00% | 6q | OPTIONS |
| Nuveen, LLC | $3.4M | 65,715 | 0.00% | 6q | +16.2%+$478.9K |
| RHUMBLINE ADVISERS | $3.1M | 59,741 | 0.00% | 31q | +1.9%+$58.4K |
| HRT FINANCIAL LP | $3.0M | 57,790 | 0.01% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $3.0M | 56,990 | 0.00% | 31q | -13.5%-$465.1K |
| Legal & General Group Plc | $2.9M | 56,479 | 0.00% | 31q | +1.8%+$52.9K |
| Numerai GP LLC | $2.8M | 54,347 | 0.23% | 3q | +417.6%+$2.3M |
| Allianz Asset Management GmbH | $2.7M | 52,249 | 0.00% | 20q | -26.3%-$970.4K |
| Cambridge Investment Research Advisors, Inc. | $2.7M | 52,054 | 0.00% | 31q | +114.2%+$1.4M |
| AMERIPRISE FINANCIAL INC | $2.7M | 50,812 | 0.00% | 31q | -30.3%-$1.2M |
| Swiss National Bank | $2.6M | 50,000 | 0.00% | 31q | +1.8%+$47.0K |
| WELLS FARGO & COMPANY/MN | $2.6M | 49,669 | 0.00% | 31q | +42.0%+$765.9K |
| Trexquant Investment LP | $2.5M | 48,101 | 0.01% | new | NEW |
| ROYAL BANK OF CANADA | $2.5M | 47,536 | 0.00% | 31q | +28.0%+$541.9K |
| JPMORGAN CHASE & CO | $2.4M | 44,476 | 0.00% | 31q | -11.4%-$311.4K |
| EXCHANGE TRADED CONCEPTS, LLC | $2.2M | 42,314 | 0.01% | 25q | +1.5%+$32.4K |
| NEUBERGER BERMAN GROUP LLC | $2.2M | 41,216 | 0.00% | 29q | -18.1%-$476.1K |
| MARTINGALE ASSET MANAGEMENT L P | $2.1M | 39,351 | 0.05% | 31q | HELD |
| Russell Investments Group, Ltd. | $2.0M | 39,017 | 0.00% | 15q | +44.5%+$626.6K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $2.0M | 38,083 | 0.00% | 31q | +20.0%+$330.6K |
| RAYMOND JAMES FINANCIAL INC | $2.0M | 37,532 | 0.00% | 7q | +2.8%+$52.8K |
| Arkadios Wealth Advisors | $1.9M | 37,368 | 0.03% | 5q | HELD |
| ExodusPoint Capital Management, LP | $1.9M | 37,212 | 0.01% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.9M incl. $1.7M options CALL+PUT | 3,945 | 0.00% | 31q | -66.4%-$3.7M |
| STATE OF WISCONSIN INVESTMENT BOARD | $1.6M | 30,129 | 0.00% | 2q | +675.3%+$1.4M |
| Advisors Asset Management, Inc. | $1.5M | 28,621 | 0.02% | 17q | -60.4%-$2.3M |
| INTECH INVESTMENT MANAGEMENT LLC | $1.5M | 28,237 | 0.01% | 9q | -71.3%-$3.7M |
| DEUTSCHE BANK AG\ | $1.5M | 28,123 | 0.00% | 34q | -0.9%-$12.7K |
| Janney Montgomery Scott LLC | $1.4M | 27,127 | 0.00% | new | NEW |
| ALLIANCEBERNSTEIN L.P. | $1.4M | 26,498 | 0.00% | 31q | HELD |
| Vanguard Global Advisers, LLC | $1.4M | 26,224 | 0.00% | 2q | -33.0%-$674.7K |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | $1.3M | 24,204 | 0.00% | 31q | -7.1%-$96.0K |
| Foundations Investment Advisors, LLC | $1.3M | 24,115 | 0.01% | 4q | -21.2%-$339.4K |
| LPL Financial LLC | $1.3M | 24,057 | 0.00% | 22q | +9.5%+$108.8K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $1.2M | 23,690 | 0.00% | 31q | +18.0%+$188.3K |
| CoreCap Advisors, LLC | $1.2M | 23,641 | 0.04% | 8q | +2.7%+$32.9K |
| Squarepoint Ops LLC | $1.2M | 23,201 | 0.00% | 7q | +53.0%+$419.0K |
| Thrivent Financial for Lutherans | $1.2M | 23,079 | 0.00% | 31q | -15.6%-$221.8K |
| Heritage Wealth Advisors | $1.1M | 21,963 | 0.04% | 31q | +18.0%+$174.5K |
| VANGUARD ASSET MANAGEMENT, Ltd | $1.1M | 21,494 | 0.00% | 2q | +20.4%+$189.6K |
| NISA INVESTMENT ADVISORS, LLC | $1.1M | 20,549 | 0.00% | 31q | -1.4%-$15.8K |
| Quantinno Capital Management LP | $992.4K | 19,021 | 0.00% | 6q | +6.3%+$59.0K |
| CANADA LIFE ASSURANCE Co | $961.0K | 18,431 | 0.00% | 27q | +5.4%+$49.1K |
| SEI INVESTMENTS CO | $953.3K | 18,272 | 0.00% | 5q | -35.2%-$517.4K |
| GUGGENHEIM CAPITAL LLC | $909.4K | 17,431 | 0.01% | 14q | -21.1%-$243.1K |
| CITIGROUP INC | $841.7K | 16,133 | 0.00% | 31q | +118.5%+$456.4K |
| Cetera Investment Advisers | $835.8K | 16,021 | 0.00% | 6q | +5.3%+$41.9K |
| IMC-Chicago, LLC | $824.3K CALL+PUT | options only | 0.00% | new | OPTIONS |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $822.2K | 15,760 | 0.00% | 2q | -55.2%-$1.0M |
| MetLife Investment Management, LLC | $787.9K | 15,103 | 0.00% | 32q | +11.8%+$83.4K |
| BRANDYWINE TRUST CO | $777.7K | 14,907 | 0.13% | 31q | HELD |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $734.2K | 14,074 | 0.00% | 20q | -13.0%-$109.5K |
| Quadrature Capital Ltd | $729.9K | 13,991 | 0.01% | 4q | -12.2%-$101.9K |
| Dynamic Technology Lab Private Ltd | $719.0K | 13,779 | 0.16% | 2q | +89.3%+$339.1K |
| HANCOCK WHITNEY CORP | $706.9K | 13,549 | 0.01% | 5q | +13.0%+$81.3K |
| RENAISSANCE TECHNOLOGIES LLC | $703.2K | 13,479 | 0.00% | 2q | -83.2%-$3.5M |
| Grantham, Mayo, Van Otterloo & Co. LLC | $701.8K | 13,453 | 0.00% | 31q | -12.6%-$101.1K |
| BANK OF MONTREAL /CAN/ | $700.7K | 13,431 | 0.00% | 6q | +20.4%+$118.7K |
| CARY STREET PARTNERS FINANCIAL LLC | $700.4K | 13,425 | 0.02% | 6q | +8.7%+$56.3K |
| Aquatic Capital Management LLC | $680.0K | 13,035 | 0.02% | 3q | +83.3%+$309.0K |
| Illinois Municipal Retirement Fund | $644.1K | 12,347 | 0.01% | 12q | -4.4%-$29.6K |
| Gotham Asset Management, LLC | $636.9K | 12,209 | 0.00% | new | NEW |
| XTX Topco Ltd | $636.1K | 12,193 | 0.01% | 2q | +97.7%+$314.3K |
Showing the largest 100 of 234 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-10-13 | 2026-10-09 | Material agreement entered | filing |
| 2026-09-18 | 2026-09-14 | Directors or officers departed or appointed | filing |
| 2026-08-04 | 2026-07-29 | Directors or officers departed or appointed | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-06-03 | SLEDD ROBERT C | Director | Sold | 2,845 | $154.0K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 53 | $28.3M | 676,917 | 16 | 18 | 14 | 0.0% |
| Q2 2026 | 234 | $1.1B | 20,175,009 | 29 | 89 | 72 | 1.6% |
| Q1 2026 | 234 | $1.1B | 19,917,798 | 30 | 70 | 78 | 0.9% |
| Q4 2025 | 231 | $1.1B | 19,852,142 | 17 | 83 | 80 | 0.4% |
| Q3 2025 | 233 | $1.1B | 20,104,165 | 26 | 96 | 65 | 0.5% |
| Q2 2025 | 242 | $1.2B | 19,811,445 | 41 | 91 | 58 | 0.5% |
| Q1 2025 | 221 | $1.1B | 19,898,768 | 29 | 67 | 75 | 0.4% |
| Q4 2024 | 214 | $1.1B | 19,869,289 | 11 | 78 | 63 | 0.5% |
| Q3 2024 | 225 | $1.0B | 19,553,138 | 26 | 79 | 68 | 0.7% |
| Q2 2024 | 215 | $947.6M | 19,524,108 | 26 | 62 | 76 | 0.7% |
| Q1 2024 | 215 | $1.0B | 19,949,258 | 32 | 55 | 68 | 0.6% |
| Q4 2023 | 200 | $1.4B | 20,286,499 | 23 | 61 | 72 | 0.5% |
| Q3 2023 | 184 | $904.1M | 19,063,442 | 12 | 65 | 64 | 0.5% |
| Q2 2023 | 197 | $970.4M | 19,349,430 | 28 | 57 | 70 | 0.4% |
| Q1 2023 | 182 | $1.0B | 19,391,513 | 17 | 63 | 58 | 0.4% |
| Q4 2022 | 191 | $1.0B | 19,286,543 | 27 | 56 | 67 | 0.4% |
| Q3 2022 | 174 | $1.0B | 21,618,204 | 15 | 57 | 63 | 0.4% |
| Q2 2022 | 183 | $1.3B | 22,007,863 | 21 | 53 | 58 | 0.6% |
| Q1 2022 | 184 | $1.3B | 21,969,483 | 20 | 65 | 56 | 0.8% |
| Q4 2021 | 185 | $1.5B | 26,926,411 | 24 | 59 | 57 | 0.7% |
| Q3 2021 | 163 | $2.1B | 43,177,942 | 16 | 51 | 60 | 0.3% |
| Q2 2021 | 171 | $2.5B | 44,390,103 | 14 | 50 | 59 | 0.3% |
| Q1 2021 | 174 | $2.6B | 43,205,238 | 24 | 58 | 52 | 0.4% |
| Q4 2020 | 164 | $1.4B | 27,604,809 | 7 | 59 | 53 | 0.7% |
| Q3 2020 | 174 | $1.8B | 43,502,562 | 16 | 52 | 70 | 0.3% |
| Q2 2020 | 181 | $1.9B | 43,618,354 | 22 | 55 | 66 | 0.3% |
| Q1 2020 | 179 | $1.9B | 41,881,148 | 21 | 53 | 63 | 0.6% |
| Q4 2019 | 183 | $1.9B | 32,720,505 | 10 | 64 | 60 | 0.3% |
| Q3 2019 | 183 | $1.7B | 30,854,050 | 11 | 71 | 55 | 0.5% |
| Q2 2019 | 202 | $2.0B | 32,016,374 | 38 | 70 | 54 | 1.8% |
| Q1 2019 | 200 | $1.8B | 30,521,628 | 20 | 75 | 50 | 0.2% |
| Q4 2018 | 200 | $2.5B | 46,450,151 | 6 | 4 | 4 | 0.4% |
