Universal Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 08/07/2026 | 3.90 M | $203.24 M | 2.31% | 15.53% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 1.81 M | $94.48 M | 3.93% | 7.22% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 1.76 M | $92.05 M | -0.59% | 7.03% |
| STATE STREET CORP | 09/22/2026 | 1.45 M | $75.62 M | 3.65% | 5.78% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 1.12 M | $58.22 M | 4.49% | 4.45% |
| INVESCO LTD. | 08/14/2026 | 752.73 K | $39.27 M | -9.02% | 3.00% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 648.15 K | $33.82 M | 7.36% | 2.58% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 424.68 K | $22.16 M | -11.16% | 1.69% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 424.68 K | $22.16 M | 100.00% | 1.69% |
| PRUDENTIAL FINANCIAL INC | 08/12/2026 | 402.34 K | $20.99 M | -1.86% | 1.60% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 391.18 K | $20.41 M | 10.61% | 1.56% |
| MORGAN STANLEY | 08/13/2026 | 366.37 K | $19.11 M | 0.54% | 1.46% |
| BARCLAYS PLC | 08/14/2026 | 364.76 K | $19.03 M | -37.79% | 1.45% |
| PZENA INVESTMENT MANAGEMENT LLC | 08/07/2026 | 363.48 K | $18.96 M | 10.32% | 1.45% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 358.45 K | $18.70 M | -17.30% | 1.43% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 342.65 K | $17.88 M | 2.77% | 1.37% |
| D. E. SHAW & CO., INC. | 08/14/2026 | 320.25 K | $16.71 M | 84.30% | 1.28% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 08/14/2026 | 297.32 K | $15.51 M | 5.01% | 1.19% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2026 | 289.66 K | $15.11 M | -3.44% | 1.15% |
| NORTHERN TRUST CORP | 08/13/2026 | 271.90 K | $14.19 M | 8.76% | 1.08% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 271.48 K | $14.16 M | 843.88% | 1.08% |
| UBS GROUP AG | 08/13/2026 | 263.79 K | $13.76 M | 144.63% | 1.05% |
| VICTORY CAPITAL MANAGEMENT INC | 08/07/2026 | 182.11 K | $9.50 M | -42.19% | 0.73% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 164.32 K | $8.57 M | 3.51% | 0.66% |
| PEAK6 LLC | 08/13/2026 | 150.00 K | $7.83 M | 150.00% | 0.60% |
| POINT72 ASSET MANAGEMENT, L.P. | 08/14/2026 | 134.76 K | $7.03 M | 192.53% | 0.54% |
| ADAMS ASSET ADVISORS, LLC | 07/14/2026 | 133.89 K | $6.99 M | -5.76% | 0.53% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 131.20 K | $6.84 M | 7.87% | 0.52% |
| PROSHARE ADVISORS LLC | 08/11/2026 | 130.06 K | $6.79 M | 6.46% | 0.52% |
| DAVENPORT & CO LLC | 07/13/2026 | 125.42 K | $6.54 M | 2.54% | 0.50% |
| PRINCIPAL FINANCIAL GROUP INC | 08/04/2026 | 120.46 K | $6.28 M | -0.54% | 0.48% |
| FRANKLIN TEMPLETON INC | 08/13/2026 | 109.68 K | $5.72 M | 1.92% | 0.44% |
| VESTCOR INC | 08/11/2026 | 108.16 K | $5.64 M | 0.00% | 0.43% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 100.31 K | $5.23 M | 8.01% | 0.40% |
| CITADEL ADVISORS LLC | 09/02/2026 | 93.16 K | $4.86 M | -48.31% | 0.37% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 08/13/2026 | 85.52 K | $4.46 M | -4.09% | 0.34% |
| CREATIVE PLANNING | 08/13/2026 | 72.83 K | $3.80 M | 27.56% | 0.29% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 72.12 K | $3.76 M | 87.54% | 0.29% |
| NUVEEN, LLC | 08/11/2026 | 65.72 K | $3.43 M | 16.24% | 0.26% |
| JANE STREET GROUP, LLC | 08/14/2026 | 63.80 K | $3.33 M | 88.76% | 0.25% |
| RHUMBLINE ADVISERS | 08/12/2026 | 59.74 K | $3.12 M | 1.91% | 0.24% |
| HRT FINANCIAL LP | 08/14/2026 | 57.79 K | $3.01 M | 100.00% | 0.23% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 56.99 K | $2.97 M | -13.53% | 0.23% |
| LEGAL & GENERAL GROUP PLC | 08/14/2026 | 56.48 K | $2.95 M | 1.83% | 0.23% |
| NUMERAI GP LLC | 08/14/2026 | 54.35 K | $2.84 M | 417.59% | 0.22% |
| ALLIANZ ASSET MANAGEMENT GMBH | 09/02/2026 | 52.25 K | $2.73 M | -26.25% | 0.21% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 50.81 K | $2.65 M | -30.31% | 0.20% |
| SWISS NATIONAL BANK | 08/11/2026 | 50.00 K | $2.61 M | 1.83% | 0.20% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 49.67 K | $2.59 M | 41.96% | 0.20% |
| TREXQUANT INVESTMENT LP | 08/14/2026 | 48.10 K | $2.51 M | 100.00% | 0.19% |
Universal Corp. institutional Ownership - FAQ's
During the previous two years, 375 institutional investors and hedge funds held shares of Universal Corp.. The most heavily invested institutionals were:
DIMENSIONAL FUND ADVISORS LP: 1.74 M
PZENA INVESTMENT MANAGEMENT LLC: 365,142
ProShare Advisors LLC: 188,081
COMMONWEALTH EQUITY SERVICES, LLC: 165,492
Adams Asset Advisors, LLC: 134,972
PRINCIPAL FINANCIAL GROUP INC: 119,000
82.12% of Universal Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 34.32 M shares in the last 24 months. This purchase volume represents approximately $1.80 B in transactions.