Universal Ownership | Who Owns Universal?
Universal Ownership Summary
Universal is owned by 68.13% institutional investors, 1.84% insiders, and 30.03% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 15.20% of UVV shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.10% of its assets in Universal shares.
UVV Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Universal | 68.13% | 1.84% | 30.03% |
| Sector | Consumer Defensive Stocks | 33.57% | 17.09% | 49.33% |
| Industry | Tobacco Stocks | 26.07% | 16.28% | 57.65% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 3.81M | 15.20% | $200.68M |
| Blackrock | 3.78M | 15.19% | $181.95M |
| Vanguard group | 2.98M | 11.92% | $157.40M |
| Dimensional fund advisors lp | 1.77M | 7.08% | $93.54M |
| State street | 1.40M | 5.58% | $73.70M |
| Invesco | 827.38K | 3.30% | $43.60M |
| Geode capital management | 603.69K | 2.41% | $31.82M |
| Barclays | 586.30K | 2.34% | $30.90M |
| Charles schwab investment management | 478.02K | 1.91% | $25.19M |
| Two sigma investments, lp | 433.45K | 1.73% | $22.84M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Insight folios | 115.62K | 2.29% | $5.57M |
| Adams asset advisors | 142.08K | 0.84% | $7.49M |
| Fulcrum equity management | 8.35K | 0.36% | $402.30K |
| Rexford capital | 8.72K | 0.33% | $459.81K |
| Navellier & associates | 59.02K | 0.32% | $3.11M |
| Keene & associates | 6.85K | 0.30% | $375.54K |
| City center advisors | 3.81K | 0.19% | $200.73K |
| Aigen investment management, lp | 12.55K | 0.17% | $661.60K |
| Taylor hoffman wealth management | 8.20K | 0.16% | $390.70K |
| Vestcor | 108.16K | 0.16% | $5.70M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Two sigma investments, lp | 433.45K | 0.02% | 175.05K |
| Vanguard fiduciary trust | 158.76K | 0.00% | 158.76K |
| Victory capital management | 315.02K | 0.01% | 137.06K |
| Franklin resources | 107.61K | 0.00% | 96.32K |
| First trust advisors lp | 353.65K | 0.01% | 92.62K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Boston partners | - | - | -340.28K |
| Mirae asset global investments | - | - | -263.48K |
| Pacer advisors | - | - | -243.99K |
| Ubs group | 107.83K | 0.00% | -204.95K |
| Blackrock | 3.78M | 0.00% | -145.54K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Vanguard fiduciary trust | 158.76K | 0.00% | 158.76K | $8.37M |
| Renaissance | 80.07K | 0.01% | 80.07K | $4.22M |
| Point72 asset management | 46.07K | 0.00% | 46.07K | $2.43M |
| Vanguard global advisers | 39.16K | 0.00% | 39.16K | $2.06M |
| Voloridge investment management | 35.16K | 0.01% | 35.16K | $1.85M |
Sold Out
| Holder | Change |
|---|---|
| Dunhill financial | -1.00 |
| Mendota financial group | -2.00 |
| Newsquare capital | -3.00 |
| Capital performance advisors llp | -3.00 |
| Jfs wealth advisors | -3.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2025 | 221 | 2.31% | 19,904,961 | 0.18% | 79 | 1.25% | 101 | 4.12% | 80 | 25.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1.52M | 6.10% | 375.00 |
| Vanguard Total Stock Mkt Idx Inv | 754.10K | 3.03% | 4.61K |
| Vanguard US Total Market Shares ETF | 742.26K | 3.01% | 1.20K |
| First Trust Value Line® Dividend ETF | 633.74K | 2.56% | - |
| iShares Russell 2000 ETF | 567.41K | 2.28% | 4.79K |
| Vanguard Small Cap Index | 547.14K | 2.20% | 393.00 |
| DFA US Small Cap Value I | 530.14K | 2.13% | - |
| Invesco High Yield Eq Div Achiev™ ETF | 466.27K | 1.87% | - |
| SPDR S&P Global Div Aristocrats ETF | 431.93K | 1.74% | 14.43K |
| Stt Strt SPDR S&P Glbl DivAristETF | 389.35K | 1.56% | 19.39K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| 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 |
| Aug 15, 2025 | SLEDD ROBERT C | - | Sell | $245.86K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | - |
| 2026 Q1 | - | 2 |
| 2025 Q4 | - | - |
| 2025 Q3 | - | 3 |
| 2025 Q2 | - | - |
UVV Ownership FAQ
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