MetaCap

Who Owns Universal Stock?

NYSE: UVVIndustrialsFarming/Seeds/MillingUSD

42.00-0.35 (-0.83%)

At close: Oct 9, 4:00 PM ET · Delayed 15 min

Ownership breakdown

Held by institutions
84.85%
Institutional holders
319
  • Institutions 84.8%
  • Insiders 2.2%
  • Public and other 12.9%

Who owns Universal stock?

Institutional investors own about 84.8% of Universal's shares, spread across 319 institutions that file 13F reports. That level of institutional ownership is high, typical of large, widely followed companies. Insiders, including executives, directors and large founding shareholders, hold 2.24% of UVV.

The largest institutional holders are Blackrock Inc. (15.65%), Vanguard Portfolio Management LLC (7.27%) and Dimensional Fund Advisors LP (7.09%). Together, the top 10 institutions control 50.8% of shares outstanding. In their latest filings, 6 of the top 10 institutions increased their UVV positions and 4 reduced them.

Summary generated from market data by MetaCap's automated system. Methodology

Top institutional holders of UVV

Universal top institutional holders
InstitutionShares% HeldChange
Blackrock Inc.3.90M15.65%+2.3%
Vanguard Portfolio Management LLC1.81M7.27%+3.9%
Dimensional Fund Advisors LP1.76M7.09%-0.6%
State Street Corporation1.45M5.82%+3.6%
Vanguard Capital Management LLC1.12M4.48%+4.5%
Invesco Ltd.752.73K3.02%-9.0%
Geode Capital Management, LLC648.15K2.60%+7.4%
Charles Schwab Investment Management, Inc.424.68K1.71%-11.2%
Prudential Financial, Inc.402.34K1.62%-1.9%
First Trust Advisors LP391.18K1.57%+10.6%

% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.

Top mutual fund and ETF holders of UVV

Universal top fund holders
FundShares% Held
iShares Trust-iShares Core S&P Small-Cap ETF1.52M6.11%
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund788.30K3.17%
iShares Trust-iShares Russell 2000 ETF659.51K2.65%
VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund572.07K2.30%
DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio530.14K2.13%
Invesco Exch-Trd Fd. TRT-Invesco High Yield Eqy. Dividend Achievers ET523.20K2.10%
SPDR-EUROPE-SSgA SPDR ETFS Europe I-SPDR S&P Glbl Div Aristocrats UCIT438.31K1.76%
VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund362.08K1.45%
First TRT Exch-Trd Fd. II-First TRT Dow Jones Global Select Dividend I299.78K1.20%
VANGUARD WORLD FUND-Vanguard Consumer Staples Index Fund292.53K1.17%

Frequently asked questions

Who is the largest shareholder of Universal?

Blackrock Inc. is the largest institutional shareholder of UVV, owning 15.65% of shares outstanding (3.90M shares) as of its latest 13F filing.

What percentage of Universal is owned by institutions?

Institutions own about 84.8% of UVV shares and 86.8% of the public float.

How much of Universal do insiders own?

Insiders, such as officers and directors, own about 2.24% of UVV shares outstanding.

Where does institutional ownership data come from?

Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.

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