Universal Ownership | Who Owns Universal?

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Universal Ownership Summary

Universal is owned by 78.27% institutional investors, 3.13% insiders, and 18.60% 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 6.38% of its assets in Universal shares.

UVV Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Universal	78.27%	3.13%	18.60%
Sector	Consumer Defensive Stocks	49.00%	13.00%	37.99%
Industry	Tobacco Stocks	38.80%	10.99%	50.21%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	3.78M	15.19%	$181.95M
Vanguard group	2.91M	11.70%	$140.16M
Dimensional fund advisors lp	1.94M	7.81%	$93.54M
First trust advisors lp	1.19M	4.78%	$57.27M
State street	1.15M	4.62%	$55.27M
Pzena investment management	1.03M	4.15%	$49.73M
Invesco	916.48K	3.69%	$44.17M
Geode capital management	562.78K	2.26%	$27.13M
Charles schwab investment management	518.59K	2.09%	$24.99M
Bank of new york mellon	384.61K	1.55%	$18.53M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Insight folios	115.62K	2.29%	$5.57M
Adams asset advisors	151.11K	0.95%	$7.28M
Navellier & associates	73.87K	0.42%	$3.56M
Fulcrum equity management	8.35K	0.36%	$402.30K
Keene & associates	7.00K	0.28%	$337.57K
Wintrust investments	63.21K	0.25%	$3.05M
Advisors asset management	216.71K	0.20%	$10.44M
Pzena investment management	1.03M	0.17%	$49.73M
Taylor hoffman wealth management	8.20K	0.16%	$390.70K
Invenomic capital management lp	63.50K	0.15%	$3.06M

Top Buyers

Holder	Shares	% Assets	Change
First trust advisors lp	1.19M	0.06%	978.60K
Mirae asset global etfs	251.89K	0.03%	251.89K
Proshare advisors	273.28K	0.04%	111.69K
Invenomic capital management lp	63.50K	0.15%	63.50K
Boston partners	287.04K	0.02%	48.77K

Top Sellers

Holder	Shares	% Assets	Change
Mirae asset global investments	-	-	-263.48K
Victory capital management	22.64K	0.00%	-174.07K
Blackrock	3.78M	0.00%	-145.54K
Renaissance	133.71K	0.01%	-143.10K
Millennium management	-	-	-93.57K

New Positions

Holder	Shares	% Assets	Change	Value
Mirae asset global etfs	251.89K	0.03%	251.89K	$12.14M
Invenomic capital management lp	63.50K	0.15%	63.50K	$3.06M
Segall bryant & hamill	37.04K	0.03%	37.04K	$1.78M
Man group	20.76K	0.00%	20.76K	$1.00M
State of wisconsin investment board	17.61K	0.00%	17.61K	$848.63K

Sold Out

Holder	Change
Jfs wealth advisors	-3.00
Simplex trading	-188.00
Peak6 investments	-953.00
Metropolitan life insurance co/ny	-1.27K
Point72 (difc)	-1.40K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2024	215	-1.38%	19,451,061	1.17%	78	1.31%	91	-4.21%	78	8.33%
Mar 31, 2024	218	7.39%	19,225,845	-3.17%	77	1.21%	95	3.26%	72	-7.69%
Dec 31, 2023	203	8.56%	19,855,212	4.60%	79	1.37%	92	13.58%	78	11.43%
Sep 30, 2023	187	-7.43%	18,982,194	-2.15%	76	1.25%	81	-6.90%	70	-7.89%
Jun 30, 2023	202	7.45%	19,399,533	-0.39%	78	1.26%	87	1.16%	76	20.63%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	1.58M	6.38%	1.64K
First Trust Value Line® Dividend ETF	912.75K	3.70%	-426.00
Vanguard Total Stock Mkt Idx Inv	742.26K	3.01%	1.20K
iShares Russell 2000 ETF	622.64K	2.52%	-1.40K
Invesco High Yield Eq Div Achiev™ ETF	603.31K	2.44%	-
DFA US Small Cap Value I	597.72K	2.42%	-10.68K
Vanguard Small Cap Index	588.05K	2.38%	-1.79K
Vanguard Small Cap Value Index Inv	397.64K	1.61%	1.34K
Vanguard Institutional Extnd Mkt Idx Tr	365.63K	1.48%	5.92K
SPDR® S&P Global Div Aristocrats ETF	319.37K	1.29%	4.25K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 22, 2023	Formacek Candace C	Vice President & Treasurer	Sell	$206.96K
Nov 20, 2023	SLEDD ROBERT C	-	Sell	$107.48K
Nov 15, 2023	Williams Jacqueline T.	-	Sell	$9.67K
Nov 08, 2023	Hentschke Airton L	Senior VP & COO	Sell	$225.05K
Aug 08, 2023	Freeman Lennart R.	-	Sell	$90.06K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	-
2024 Q3	-	-
2024 Q2	-	-
2024 Q1	-	-
2023 Q4	-	4

UVV Ownership FAQ

Who Owns Universal?

Universal shareholders are primarily institutional investors at 78.27%, followed by 3.13% insiders and 18.60% retail investors. The average institutional ownership in Universal's industry, Tobacco Stocks , is 38.80%, which Universal exceeds.

Who owns the most shares of Universal?

Universal’s largest shareholders are Blackrock (3.78M shares, 15.19%), Vanguard group (2.91M shares, 11.70%), and Dimensional fund advisors lp (1.94M shares, 7.81%). Together, they hold 34.71% 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 6.38% of its total shares outstanding invested in 1.58M Universal shares.

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