Universal Corporation Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 3.86 M | $211.67 M | 1.12% | 15.52% |
VANGUARD GROUP INC | 02/11/2025 | 2.91 M | $159.78 M | 1.35% | 11.71% |
DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 1.87 M | $102.37 M | -2.15% | 7.50% |
INVESCO LTD. | 02/13/2025 | 995,262 | $54.58 M | 25.34% | 4.00% |
FIRST TRUST ADVISORS LP | 02/13/2025 | 955,434 | $52.40 M | -11.81% | 3.84% |
PZENA INVESTMENT MANAGEMENT LLC | 02/07/2025 | 915,380 | $50.20 M | -1.45% | 3.68% |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 575,128 | $31.54 M | 5.98% | 2.31% |
GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 560,648 | $30.75 M | -1.01% | 2.25% |
GOLDMAN SACHS GROUP INC | 02/11/2025 | 518,971 | $28.46 M | 159.55% | 2.09% |
BANK OF NEW YORK MELLON CORP | 02/04/2025 | 386,913 | $21.22 M | 7.65% | 1.56% |
UBS GROUP AG | 02/14/2025 | 353,420 | $19.38 M | 233.09% | 1.42% |
BOSTON PARTNERS | 02/11/2025 | 285,111 | $15.34 M | 5.58% | 1.15% |
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 02/14/2025 | 264,424 | $14.50 M | 5.27% | 1.06% |
ADVISORS ASSET MANAGEMENT, INC. | 02/10/2025 | 223,606 | $12.26 M | 0.86% | 0.90% |
DAVENPORT & CO LLC | 01/24/2025 | 172,574 | $9.46 M | -15.50% | 0.69% |
ADAMS ASSET ADVISORS, LLC | 01/13/2025 | 151,106 | $8.29 M | 0.00% | 0.61% |
PROSHARE ADVISORS LLC | 02/14/2025 | 145,234 | $7.96 M | -48.29% | 0.58% |
JPMORGAN CHASE & CO | 02/12/2025 | 135,563 | $7.43 M | 80.79% | 0.55% |
PRINCIPAL FINANCIAL GROUP INC | 01/31/2025 | 119,700 | $6.56 M | 2.87% | 0.48% |
PRUDENTIAL FINANCIAL INC | 02/11/2025 | 116,132 | $6.37 M | -2.93% | 0.47% |
ALLIANZ ASSET MANAGEMENT GMBH | 02/03/2025 | 97,603 | $5.35 M | 35.64% | 0.39% |
QUBE RESEARCH & TECHNOLOGIES LTD | 02/14/2025 | 89,528 | $4.91 M | 5.86% | 0.36% |
AMERIPRISE FINANCIAL INC | 02/14/2025 | 83,157 | $4.56 M | -1.78% | 0.33% |
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 02/12/2025 | 82,706 | $4.54 M | -4.29% | 0.33% |
NAVELLIER & ASSOCIATES INC | 02/03/2025 | 74,078 | $4.06 M | 7.83% | 0.30% |
LEGAL & GENERAL GROUP PLC | 02/13/2025 | 70,163 | $3.85 M | -2.19% | 0.28% |
RHUMBLINE ADVISERS | 01/30/2025 | 64,229 | $3.52 M | 1.76% | 0.26% |
CERITY PARTNERS LLC | 02/13/2025 | 62,145 | $3.41 M | 148.54% | 0.25% |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 02/14/2025 | 61,497 | $3.37 M | 17.39% | 0.25% |
RENAISSANCE TECHNOLOGIES LLC | 02/13/2025 | 59,211 | $3.25 M | -37.42% | 0.24% |
NUVEEN ASSET MANAGEMENT, LLC | 02/14/2025 | 55,335 | $3.03 M | 0.00% | 0.22% |
D. E. SHAW & CO., INC. | 02/14/2025 | 55,129 | $3.02 M | 103.52% | 0.22% |
NEUBERGER BERMAN GROUP LLC | 02/13/2025 | 54,973 | $3.01 M | 42.02% | 0.22% |
SWISS NATIONAL BANK | 02/10/2025 | 48,200 | $2.64 M | 0.00% | 0.19% |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 01/30/2025 | 45,247 | $2.48 M | -2.79% | 0.18% |
BARCLAYS PLC | 02/13/2025 | 42,655 | $2.34 M | 5.15% | 0.17% |
CITIGROUP INC | 02/12/2025 | 42,517 | $2.33 M | 19.56% | 0.17% |
TWO SIGMA ADVISERS, LP | 02/14/2025 | 41,000 | $2.25 M | -19.92% | 0.16% |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 40,600 | $2.23 M | -16.63% | 0.16% |
SEGALL BRYANT & HAMILL, LLC | 02/11/2025 | 37,663 | $2.07 M | -0.39% | 0.15% |
BALYASNY ASSET MANAGEMENT L.P. | 02/14/2025 | 33,695 | $1.85 M | 44.46% | 0.14% |
TWO SIGMA INVESTMENTS, LP | 02/14/2025 | 32,165 | $1.76 M | -43.78% | 0.13% |
WELLS FARGO & COMPANY/MN | 02/13/2025 | 31,838 | $1.75 M | 9.16% | 0.13% |
EXODUSPOINT CAPITAL MANAGEMENT, LP | 02/12/2025 | 31,384 | $1.72 M | 1.84% | 0.13% |
TRUEMARK INVESTMENTS, LLC | 02/12/2025 | 29,729 | $1.63 M | 100.00% | 0.12% |
UBS ASSET MANAGEMENT AMERICAS INC | 02/14/2025 | 29,697 | $1.63 M | -10.11% | 0.12% |
FIRST NATIONAL TRUST CO | 02/10/2025 | 29,636 | $1.63 M | 49.55% | 0.12% |
MARTINGALE ASSET MANAGEMENT L P | 02/13/2025 | 29,599 | $1.62 M | 4.45% | 0.12% |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 02/14/2025 | 29,571 | $1.62 M | 100.00% | 0.12% |
GUGGENHEIM CAPITAL LLC | 02/13/2025 | 28,287 | $1.55 M | 13.23% | 0.11% |
Universal Corporation institutional Ownership - FAQ's
During the previous two years, 307 institutional investors and hedge funds held shares of Universal Corporation. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 3.86 M
VANGUARD GROUP INC: 2.91 M
DIMENSIONAL FUND ADVISORS LP: 1.87 M
Invesco Ltd.: 995,262
FIRST TRUST ADVISORS LP: 955,434
PZENA INVESTMENT MANAGEMENT LLC: 915,380
79.86% of Universal Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 27.03 M shares in the last 24 months. This purchase volume represents approximately $1.42 B in transactions.