Universal Ownership | Who Owns Universal?
Universal Ownership Summary
Universal is owned by 23.60% institutional investors, 3.25% insiders, and 73.15% retail investors. Blackrock is the largest institutional shareholder, holding 15.19% of UVV shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.92% of its assets in Universal shares.
UVV Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Universal | 23.60% | 3.25% | 73.15% |
| Sector | Consumer Defensive Stocks | 43.43% | 16.04% | 40.53% |
| Industry | Tobacco Stocks | 24.99% | 17.00% | 58.02% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 3.78M | 15.19% | $181.95M |
| Blackrock funding, inc. /de | 3.69M | 14.77% | $206.28M |
| Vanguard group | 2.95M | 11.79% | $164.73M |
| Dimensional fund advisors lp | 1.78M | 7.13% | $99.55M |
| State street | 1.45M | 5.80% | $80.96M |
| Invesco | 815.80K | 3.26% | $45.58M |
| Geode capital management | 618.54K | 2.47% | $34.56M |
| Barclays | 578.56K | 2.31% | $32.32M |
| Charles schwab investment management | 544.13K | 2.18% | $30.40M |
| Qube research | 463.81K | 1.86% | $25.91M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Insight folios | 115.62K | 2.29% | $5.57M |
| Adams asset advisors | 143.99K | 1.04% | $8.04M |
| Truemark investments | 90.51K | 0.88% | $5.06M |
| Navellier & associates | 69.70K | 0.40% | $3.89M |
| Rexford capital | 8.47K | 0.37% | $473.27K |
| Fulcrum equity management | 8.35K | 0.36% | $402.30K |
| Keene & associates | 6.85K | 0.30% | $375.54K |
| Virtus etf advisers | 4.57K | 0.17% | $255.33K |
| Taylor hoffman wealth management | 8.20K | 0.16% | $390.70K |
| Advisors asset management | 157.02K | 0.15% | $8.77M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Barclays | 578.56K | 0.01% | 521.72K |
| Prudential financial | 298.10K | 0.02% | 167.39K |
| Invesco | 815.80K | 0.01% | 142.44K |
| Victory capital management | 89.57K | 0.00% | 84.49K |
| State street | 1.45M | 0.00% | 70.74K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| First trust advisors lp | 230.98K | 0.01% | -632.28K |
| Boston partners | - | - | -340.28K |
| Mirae asset global investments | - | - | -263.48K |
| Pacer advisors | - | - | -243.99K |
| Pzena investment management | 337.50K | 0.06% | -159.47K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Federated hermes | 24.18K | 0.00% | 24.18K | $1.35M |
| Jefferies financial group | 15.90K | 0.00% | 15.90K | $888.33M |
| Catalyst funds management pty | 11.40K | 0.10% | 11.40K | $636.92K |
| Hancock whitney | 9.60K | 0.01% | 9.60K | $558.93K |
| Vestcor | 8.69K | 0.01% | 8.69K | $486.00K |
Sold Out
| Holder | Change |
|---|---|
| Mendota financial group | -2.00 |
| Newsquare capital | -3.00 |
| Jfs wealth advisors | -3.00 |
| Capital performance advisors llp | -3.00 |
| Stephens consulting | -5.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | 93 | -60.43% | 5,899,907 | -68.99% | 23 | 0.41% | 44 | -66.92% | 31 | -51.56% |
| Jun 30, 2025 | 239 | 7.66% | 19,749,547 | -0.78% | 78 | 1.24% | 134 | 32.67% | 65 | -18.75% |
| Mar 31, 2025 | 221 | 2.31% | 19,904,961 | 0.18% | 79 | 1.25% | 101 | 4.12% | 80 | 25.00% |
| Dec 31, 2024 | 196 | -13.66% | 18,270,916 | -6.21% | 73 | 1.20% | 87 | -20.18% | 60 | -16.67% |
| Sep 30, 2024 | 224 | 2.75% | 19,472,007 | 0.03% | 78 | 1.28% | 107 | 16.30% | 71 | -10.13% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1.47M | 5.92% | - |
| Vanguard US Total Market Shares ETF | 742.26K | 3.01% | 1.20K |
| Vanguard Total Stock Mkt Idx Inv | 740.99K | 2.99% | -15.34K |
| First Trust Value Line® Dividend ETF | 633.74K | 2.56% | - |
| iShares Russell 2000 ETF | 587.48K | 2.36% | - |
| Vanguard Small Cap Index | 572.07K | 2.31% | -1.15K |
| DFA US Small Cap Value I | 564.91K | 2.27% | - |
| SPDR S&P Global Div Aristocrats ETF | 431.93K | 1.74% | 14.43K |
| Vanguard Small Cap Value Index Inv | 366.49K | 1.48% | 416.00 |
| BlackRock Global Equity Mkt Netrl Instl | 345.87K | 1.39% | 336.53K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 26, 2025 | Hentschke Airton L | Senior VP & COO | Sell | $549.41K |
| Aug 15, 2025 | SLEDD ROBERT C | - | Sell | $245.86K |
| Aug 11, 2025 | Freeman Lennart R. | - | Sell | $148.10K |
| Nov 22, 2023 | Formacek Candace C | Vice President & Treasurer | Sell | $206.96K |
| Nov 20, 2023 | SLEDD ROBERT C | - | Sell | $107.48K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | - |
| 2025 Q3 | - | 3 |
| 2025 Q2 | - | - |
| 2024 Q4 | - | - |
| 2024 Q3 | - | - |
UVV Ownership FAQ
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