Universal Ownership | Who Owns Universal?

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Universal Ownership Summary

Universal is owned by 79.00% institutional investors, 3.34% insiders, and 17.66% 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 5.96% of its assets in Universal shares.

UVV Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Universal	79.00%	3.34%	17.66%
Sector	Consumer Defensive Stocks	51.48%	16.38%	32.14%
Industry	Tobacco Stocks	35.46%	17.38%	47.16%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	3.78M	15.19%	$181.95M
Blackrock funding, inc. /de	3.62M	14.50%	$211.09M
Vanguard group	2.91M	11.71%	$159.78M
Dimensional fund advisors lp	1.87M	7.50%	$102.37M
State street	1.15M	4.62%	$55.27M
Invesco	995.26K	4.00%	$54.58M
First trust advisors lp	955.43K	3.84%	$52.40M
Pzena investment management	915.38K	3.68%	$50.20M
Charles schwab investment management	575.13K	2.31%	$31.54M
Geode capital management	560.65K	2.25%	$30.75M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Insight folios	115.62K	2.29%	$5.57M
Adams asset advisors	149.42K	1.22%	$8.70M
Truemark investments	84.90K	1.07%	$4.94M
Summerhaven investment management	16.79K	0.64%	$977.62K
Navellier & associates	66.86K	0.48%	$3.89M
Fulcrum equity management	8.35K	0.36%	$402.30K
Keene & associates	6.85K	0.30%	$375.54K
Advisors asset management	223.61K	0.23%	$12.26M
Pzena investment management	915.38K	0.17%	$50.20M
Sherbrooke park advisers	6.50K	0.16%	$378.27K

Top Buyers

Holder	Shares	% Assets	Change
Goldman sachs group	518.97K	0.00%	319.02K
Qube research	438.13K	0.03%	281.92K
Ubs group	353.42K	0.00%	247.31K
Invesco	995.26K	0.01%	201.19K
Arrowstreet capital, limited partnership	123.60K	0.01%	114.23K

Top Sellers

Holder	Shares	% Assets	Change
Boston partners	-	-	-340.28K
Mirae asset global investments	-	-	-263.48K
Blackrock	3.78M	0.00%	-145.54K
Blackrock funding, inc. /de	3.62M	0.00%	-144.29K
Proshare advisors	145.23K	0.02%	-135.60K

New Positions

Holder	Shares	% Assets	Change	Value
Tudor investment corp et al	42.02K	0.01%	42.02K	$2.45M
Arkadios wealth advisors	34.19K	0.06%	34.19K	$1.99M
Hrt financial lp	25.33K	0.01%	25.33K	$1.48M
Susquehanna portfolio strategies	17.00K	0.02%	17.00K	$990.02K
Gotham asset management	13.05K	0.00%	13.05K	$760.21K

Sold Out

Holder	Change
Mendota financial group	-2.00
Capital performance advisors llp	-3.00
Jfs wealth advisors	-3.00
Ashton thomas private wealth	-6.00
Bruce g. allen investments	-12.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Jun 30, 2024	215	-1.38%	19,451,061	1.17%	78	1.31%	91	-4.21%	78	8.33%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	1.48M	5.96%	236.00
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	574.89K	2.32%	-10.92K
Vanguard Small Cap Index	572.07K	2.31%	-1.15K
DFA US Small Cap Value I	564.91K	2.28%	-
SPDR S&P Global Div Aristocrats ETF	417.50K	1.68%	13.92K
Vanguard Small Cap Value Index Inv	366.49K	1.48%	416.00
Invesco High Yield Eq Div Achiev™ ETF	325.02K	1.31%	-

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 Q3	-	3
2025 Q2	-	-
2024 Q4	-	-
2024 Q3	-	-
2024 Q2	-	-

UVV Ownership FAQ

Who Owns Universal?

Universal shareholders are primarily institutional investors at 79.00%, followed by 3.34% insiders and 17.66% retail investors. The average institutional ownership in Universal's industry, Tobacco Stocks , is 35.46%, which Universal exceeds.

Who owns the most shares of Universal?

Universal’s largest shareholders are Blackrock (3.78M shares, 15.19%), Blackrock funding, inc. /de (3.62M shares, 14.50%), and Vanguard group (2.91M shares, 11.71%). Together, they hold 41.40% 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 5.96% of its total shares outstanding invested in 1.48M Universal shares.

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