Universal Ownership | Who Owns Universal?

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Universal Ownership Summary

Universal is owned by 18.16% institutional investors, 3.25% insiders, and 78.59% 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 6.07% of its assets in Universal shares.

UVV Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Universal	18.16%	3.25%	78.59%
Sector	Consumer Defensive Stocks	33.19%	16.40%	50.41%
Industry	Tobacco Stocks	19.61%	16.89%	63.50%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	3.78M	15.19%	$181.95M
Blackrock funding, inc. /de	3.78M	15.08%	$199.36M
Vanguard group	2.98M	11.92%	$157.40M
Dimensional fund advisors lp	1.78M	7.11%	$94.01M
State street	1.45M	5.80%	$80.96M
Invesco	815.80K	3.26%	$45.58M
Geode capital management	624.38K	2.49%	$32.94M
Barclays	610.52K	2.44%	$32.21M
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	142.08K	0.99%	$7.49M
Rexford capital	8.47K	0.37%	$473.27K
Navellier & associates	61.70K	0.36%	$3.25M
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
Brandywine trust	14.91K	0.13%	$832.85K
Taylor hoffman capital management	6.46K	0.10%	$340.71K

Top Buyers

Holder	Shares	% Assets	Change
Prudential financial	298.10K	0.02%	167.39K
Ubs group	312.79K	0.00%	155.24K
Invesco	815.80K	0.01%	142.44K
Blackrock funding, inc. /de	3.78M	0.00%	87.17K
Victory capital management	89.57K	0.00%	84.49K

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
Blackrock	3.78M	0.00%	-145.54K

New Positions

Holder	Shares	% Assets	Change	Value
Hancock whitney	9.60K	0.01%	9.60K	$558.93K
Quadrature capital	6.24K	0.00%	6.24K	$348.56K
Toroso investments	5.71K	0.00%	5.71K	$319.13K
Man group	5.47K	0.00%	5.47K	$305.55K
Virtus etf advisers	4.57K	0.17%	4.57K	$255.33K

Sold Out

Holder	Change
Mendota financial group	-2.00
Newsquare capital	-3.00
Capital performance advisors llp	-3.00
Jfs wealth advisors	-3.00
Stephens consulting	-5.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Dec 31, 2024	196	-13.66%	18,270,916	-6.21%	73	1.20%	87	-20.18%	60	-16.67%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	1.51M	6.07%	-138.48K
Vanguard US Total Market Shares ETF	742.26K	3.01%	1.20K
Vanguard Total Stock Mkt Idx Inv	738.51K	2.96%	4.17K
First Trust Value Line® Dividend ETF	633.74K	2.56%	-
iShares Russell 2000 ETF	584.34K	2.34%	59.93K
DFA US Small Cap Value I	545.53K	2.19%	-
Vanguard Small Cap Index	535.91K	2.15%	677.00
Stt Strt SPDR S&P Glbl DivAristETF	465.06K	1.87%	-2.48K
Invesco High Yield Eq Div Achiev™ ETF	462.66K	1.86%	-1.44K
BlackRock Global Equity Mkt Netrl Instl	448.08K	1.80%	448.08K

Recent Insider Transactions

Date	Name	Role	Activity	Value
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
Aug 11, 2025	Freeman Lennart R.	-	Sell	$148.10K

Insider Transactions Trends

Date	Buy	Sell
2025 Q4	-	-
2025 Q3	-	3
2025 Q2	-	-
2024 Q4	-	-
2024 Q3	-	-

UVV Ownership FAQ

Who Owns Universal?

Universal shareholders are primarily institutional investors at 18.16%, followed by 3.25% insiders and 78.59% retail investors. The average institutional ownership in Universal's industry, Tobacco Stocks , is 19.61%, which Universal falls below.

Who owns the most shares of Universal?

Universal’s largest shareholders are Blackrock (3.78M shares, 15.19%), Blackrock funding, inc. /de (3.78M shares, 15.08%), and Vanguard group (2.98M shares, 11.92%). Together, they hold 42.19% 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 6.07% of its total shares outstanding invested in 1.51M Universal shares.

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