Universal Ownership | Who Owns Universal?
Universal Ownership Summary
Universal is owned by 73.45% institutional investors, 3.13% insiders, and 23.42% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 15.52% of UVV shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.18% of its assets in Universal shares.
UVV Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Universal | 73.45% | 3.13% | 23.42% |
| Sector | Consumer Defensive Stocks | 43.74% | 14.93% | 41.34% |
| Industry | Tobacco Stocks | 29.57% | 16.26% | 54.17% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 3.86M | 15.52% | $211.67M |
| Blackrock | 3.78M | 15.19% | $181.95M |
| 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 | 151.11K | 1.06% | $8.29M |
| Summerhaven investment management | 16.25K | 0.55% | $891.04K |
| Truemark investments | 29.73K | 0.52% | $1.63M |
| Navellier & associates | 74.08K | 0.49% | $4.06M |
| 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 |
| Taylor hoffman wealth management | 8.20K | 0.16% | $390.70K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Goldman sachs group | 518.97K | 0.00% | 319.02K |
| Ubs group | 353.42K | 0.00% | 247.31K |
| Invesco | 995.26K | 0.01% | 201.19K |
| Jpmorgan chase | 135.56K | 0.00% | 60.58K |
| Boston partners | 287.04K | 0.02% | 48.77K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Mirae asset global investments | - | - | -263.48K |
| Blackrock | 3.78M | 0.00% | -145.54K |
| Proshare advisors | 145.23K | 0.02% | -135.60K |
| First trust advisors lp | 955.43K | 0.05% | -127.89K |
| Bank of america corp /de/ | 75.37K | 0.00% | -74.11K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Truemark investments | 29.73K | 0.52% | 29.73K | $1.63M |
| Susquehanna fundamental investments | 29.57K | 0.02% | 29.57K | $1.62M |
| Raymond james financial | 24.24K | 0.00% | 24.24K | $1.33M |
| Walleye capital | 8.76K | 0.00% | 8.76K | $480.18K |
| Intech investment management | 8.22K | 0.00% | 8.22K | $396.07K |
Sold Out
| Holder | Change |
|---|---|
| Mendota financial group | -2.00 |
| Capital performance advisors llp | -3.00 |
| Jfs wealth advisors | -3.00 |
| Massmutual trust co fsb/adv | -5.00 |
| Ashton thomas private wealth | -6.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1.53M | 6.18% | 1.03K |
| First Trust Value Line® Dividend ETF | 751.25K | 3.04% | - |
| Vanguard US Total Market Shares ETF | 742.26K | 3.01% | 1.20K |
| Vanguard Total Stock Mkt Idx Inv | 739.53K | 2.99% | 8.01K |
| iShares Russell 2000 ETF | 633.08K | 2.56% | -5.50K |
| Vanguard Small Cap Index | 598.83K | 2.43% | 483.00 |
| Invesco High Yield Eq Div Achiev™ ETF | 594.14K | 2.41% | - |
| DFA US Small Cap Value I | 568.12K | 2.30% | - |
| Vanguard Small Cap Value Index Inv | 393.79K | 1.59% | -2.05K |
| Vanguard Institutional Extnd Mkt Idx Tr | 377.23K | 1.53% | 645.00 |
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
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