Universal Ownership | Who Owns Universal?

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Universal Ownership Summary

Universal is owned by 82.12% institutional investors, 2.26% insiders, and 15.61% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 15.55% of UVV shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.09% of its assets in Universal shares.

UVV Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Universal	82.12%	2.26%	15.61%
Sector	Consumer Defensive Stocks	52.60%	17.13%	30.27%
Industry	Tobacco Stocks	35.73%	21.49%	42.79%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	3.90M	15.55%	$203.24M
Blackrock	3.78M	15.19%	$181.95M
Vanguard group	2.98M	11.92%	$157.40M
Dimensional fund advisors lp	1.76M	7.04%	$92.05M
State street	1.45M	5.78%	$75.62M
Vanguard capital management	1.12M	4.45%	$58.22M
Invesco	752.73K	3.00%	$39.27M
Geode capital management	648.15K	2.59%	$33.82M
Charles schwab investment management	424.68K	1.69%	$22.16M
Sixth street partners management company	424.68K	1.69%	$22.16M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Insight folios	115.62K	2.29%	$5.57M
Adams asset advisors	133.89K	0.79%	$6.99M
Fulcrum equity management	8.35K	0.36%	$402.30K
Keene & associates	6.85K	0.30%	$375.54K
Rexford capital	8.65K	0.28%	$451.43K
Numerai gp	54.35K	0.23%	$2.84M
Dynamic technology lab private	13.78K	0.16%	$719.00K
Taylor hoffman wealth management	8.20K	0.16%	$390.70K
Isam funds (uk)	4.20K	0.15%	$219.11K
Vestcor	108.16K	0.14%	$5.64M

Top Buyers

Holder	Shares	% Assets	Change
Sixth street partners management company	424.68K	0.00%	424.68K
Millennium management	271.48K	0.01%	242.72K
Ubs group	263.79K	0.00%	155.96K
D. e. shaw	320.25K	0.01%	146.48K
Point72 asset management	134.76K	0.01%	88.69K

Top Sellers

Holder	Shares	% Assets	Change
Boston partners	-	-	-340.28K
Mirae asset global investments	-	-	-263.48K
Pacer advisors	-	-	-243.99K
Barclays	364.76K	0.00%	-221.54K
Blackrock	3.78M	0.00%	-145.54K

New Positions

Holder	Shares	% Assets	Change	Value
Sixth street partners management company	424.68K	0.00%	424.68K	$22.16M
Hrt financial lp	57.79K	0.01%	57.79K	$3.01M
Trexquant investment lp	48.10K	0.01%	48.10K	$2.51M
Janney montgomery scott	27.13K	0.00%	27.13K	$1.42M
Heritage wealth advisors	21.96K	0.04%	21.96K	$1.15M

Sold Out

Holder	Change
Dunhill financial	-1.00
Mendota financial group	-2.00
Newsquare capital	-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 %
Jun 30, 2026	239	0.84%	20,577,373	3.41%	82	1.30%	130	22.64%	71	-14.46%
Mar 31, 2026	192	-16.88%	17,070,675	-13.92%	68	1.09%	83	-25.23%	65	-24.42%
Dec 31, 2025	65	-72.69%	4,546,618	-77.34%	18	0.28%	32	-75.57%	23	-65.67%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	1.52M	6.09%	-3.83K
Vanguard MStar Total Stk Mkt Idx Invest	795.65K	3.19%	6.83K
Vanguard Total Stock Mkt Idx Inv	788.82K	3.16%	32.11K
Vanguard Morn Total Stk Mkt Idx Investor	788.82K	3.16%	32.11K
Vanguard US Total Market Shares ETF	742.26K	3.01%	1.20K
iShares Russell 2000 ETF	655.03K	2.63%	-11.62K
First Trust Value Line® Dividend ETF	633.74K	2.56%	-
Vanguard Small Cap Index	571.91K	2.29%	851.00
DFA US Small Cap Value I	530.14K	2.13%	-
Invesco High Yield Eq Div Achiev™ ETF	523.17K	2.10%	-896.00

Recent Insider Transactions

Date	Name	Role	Activity	Value
Aug 10, 2026	Freeman Lennart R.	-	Sell	$88.78K
Jun 03, 2026	SLEDD ROBERT C	-	Sell	$153.99K
Feb 26, 2026	SLEDD ROBERT C	-	Sell	$53.95K
Feb 19, 2026	Freeman Lennart R.	-	Sell	$200.23K
Aug 26, 2025	Hentschke Airton L	Senior VP & COO	Sell	$549.41K

Insider Transactions Trends

Date	Buy	Sell
2026 Q3	-	1
2026 Q2	-	1
2026 Q1	-	2
2025 Q4	-	-
2025 Q3	-	3

UVV Ownership FAQ

Who Owns Universal?

Universal shareholders are primarily institutional investors at 82.12%, followed by 2.26% insiders and 15.62% retail investors. The average institutional ownership in Universal's industry, Tobacco Stocks , is 35.73%, which Universal exceeds.

Who owns the most shares of Universal?

Universal’s largest shareholders are Blackrock funding, inc. /de (3.9M shares, 15.55%), Blackrock (3.78M shares, 15.19%), and Vanguard group (2.98M shares, 11.92%). Together, they hold 42.66% of Universal’s total shares outstanding.

Does Blackrock own Universal?

Yes, BlackRock owns 15.19% of Universal, totaling 3.78M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 181.95M$. In the last quarter, BlackRock decreased its holdings by -146K shares, a -3.71% change.

Who is Universal’s biggest shareholder by percentage of total assets invested?

Insight folios is Universal’s biggest shareholder by percentage of total assets invested, with 2.29% of its assets in 115.62K Universal shares, valued at 5.57M$.

Who is the top mutual fund holder of Universal shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of Universal shares, with 6.09% of its total shares outstanding invested in 1.52M Universal shares.

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