Universal Corporation

UVV • NYSE

Universal Corporation is a tobacco company in the consumer defensive sector on NYSE, led by Preston D. Wigner, with a market cap of $1.3B. As of Q3 2025, 81% of shares are held by 228 institutional investors, with BlackRock, Inc. as the largest holder at 14.84%.

Chairman, President, and Chief Executive OfficerPreston D. Wigner

Market Cap$1.3B

Tobacco

Consumer Defensive

Employees27.0K

Websiteuniversalcorp.com

Country

United States of America

Overview

Overview of institutional ownership in UVV as of Q3 2025 with a market cap of $1.4B

All Institutions

Institutions: 228
Value Held: $1.1B
Shares Held: 20.0M
Avg Position: $4.9M
Median Position: $408.0K

Hedge Funds

Hedge Funds: 16
Value Held: $64.3M
Shares Held: 1.2M
Avg Position: $4.0M
Median Position: $1.2M

Ownership Breakdown

Institutional (non-HF)

75.91%

$1.1B

Hedge Funds

4.63%

$64.3M

Retail & Other

19.47%

$270.7M

Based on market cap of $1.4B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in UVV as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
B BlackRock, Inc. Institution	-	$206.3M 0.00% of portfolio	14.84% 3.7M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$164.7M 0.00% of portfolio	11.85% 2.9M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$99.6M 0.02% of portfolio	7.16% 1.8M shares	≤ Q2 2013 Held for 12y 5m+	$466.32B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$81.0M 0.00% of portfolio	5.82% 1.4M shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
Invesco Ltd. ETF Provider	Brian Christopher Hartigan CEO	$45.6M 0.01% of portfolio	3.28% 815.8K shares	≤ Q2 2013 Held for 12y 5m+	$633.08B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$34.6M 0.00% of portfolio	2.49% 618.5K shares	≤ Q2 2013 Held for 12y 5m+	$1.57T
BARCLAYS PLC Institution	-	$32.3M 0.01% of portfolio	2.32% 578.6K shares	≤ Q2 2013 Held for 12y 5m+	$271.65B
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager	Omar Aguilar Chavez CEO	$30.4M 0.00% of portfolio	2.19% 544.1K shares	≤ Q2 2013 Held for 12y 5m+	$620.51B
Q Qube Research & Technologies Ltd Institution	-	$25.9M 0.04% of portfolio	1.86% 463.8K shares	Q4 2022 Held for 2y 11m	$70.6B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$20.5M 0.00% of portfolio	1.48% 367.7K shares	≤ Q2 2013 Held for 12y 5m+	$1.65T

Net Capital Flow

Institutional buying and selling activity for UVV in Q3 2025

Traded: +$11.9M
Buyers: 125
Sellers: 106
Total Bought: +$126.5M
Total Sold: −$114.5M
Avg Position: $4.2M

Biggest Buyers

Institution	Net Bought	Current Position
BARCLAYS PLC Institution	+$29.1M +521.7K shares	$32.3M 578.6K shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$14.7M +262.4K shares	$15.6M 279.1K shares
PRUDENTIAL FINANCIAL INC Institution	+$9.4M +167.4K shares	$16.7M 298.1K shares
Invesco Ltd. ETF Provider	+$8.0M +142.4K shares	$45.6M 815.8K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	+$7.5M +134.2K shares	$11.7M 208.8K shares
VICTORY CAPITAL MANAGEMENT INC Long Only Manager	+$4.7M +84.5K shares	$5.0M 89.6K shares
STATE STREET CORP Institution	+$4.0M +70.7K shares	$81.0M 1.4M shares
B BlackRock, Inc. Institution	+$3.8M +67.5K shares	$206.3M 3.7M shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	+$3.6M +65.3K shares	$14.4M 257.3K shares
INTECH INVESTMENT MANAGEMENT LLC Long Only Manager	+$3.6M +63.7K shares	$4.7M 84.6K shares

Biggest Sellers

Institution	Net Sold	Current Position
FIRST TRUST ADVISORS LP ETF Provider	−$35.3M −632.3K shares	$12.9M 231.0K shares
P Pacer Advisors, Inc. Institution	−$14.2M −244.0K shares	Sold Off 0 shares
PZENA INVESTMENT MANAGEMENT LLC Long Only Manager	−$8.9M −159.5K shares	$18.9M 337.5K shares
C Cubist Systematic Strategies, LLC Institution	−$6.1M −105.3K shares	Sold Off 0 shares
ARROWSTREET CAPITAL LIMITED PARTNERSHIP Hedge Fund•Quant	−$4.6M −82.9K shares	$2.3M 40.8K shares
JPMORGAN CHASE & CO Institution	−$3.0M −53.8K shares	$2.5M 44.4K shares
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	−$2.4M −42.0K shares	Sold Off 0 shares
Advisors Asset Management, Inc. ETF Provider	−$2.3M −41.4K shares	$8.8M 157.0K shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	−$2.3M −40.3K shares	$1.7M 30.1K shares
N NOMURA HOLDINGS INC Institution	−$2.1M −36.3K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited UVV in Q3 2025

New Positions: 9
New Value: $1.8M
Exited Positions: 37
Exited Value: $40.5M

New Positions

Institution	Position Value
LEUCADIA NATIONAL CORP Institution	$888.3K 15.9K shares
Foundations Investment Advisors, LLC RIA/Wealth	$368.8K 6.6K shares
Virtus ETF Advisers LLC Long Only Manager	$255.3K 4.6K shares
A AXQ CAPITAL, LP Hedge Fund•Market Neutral	$223.3K 4.0K shares
Triumph Capital Management RIA/Wealth	$63.4K 1.1K shares
Hartland & Co., LLC RIA/Wealth	$3.9K 69.0 shares
Sontag Advisory, LLC RIA/Wealth	$2.0K 36.0 shares
Halbert, Hargrove/Russell LLC RIA/Wealth	$1.3K 23.0 shares
Transamerica Financial Advisors, Inc. Institution	$335.0 6.0 shares

Exited Positions

Institution	Previous Position
P Pacer Advisors, Inc. Institution	$14.2M 244.0K shares
C Cubist Systematic Strategies, LLC Institution	$6.1M 105.3K shares
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$2.4M 42.0K shares
N NOMURA HOLDINGS INC Institution	$2.1M 36.3K shares
SEGALL BRYANT & HAMILL Long Only Manager	$1.7M 29.6K shares
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$1.7M 28.5K shares
H HRT FINANCIAL LLC Institution	$1.5M 25.3K shares
T TEXAS PERMANENT SCHOOL FUND Institution	$1.3M 23.1K shares
SummerHaven Investment Management, LLC Long Only Manager	$977.6K 16.8K shares
Marshall Wace LLP Institution	$879.0K 15.1K shares

Options Activity

Institutions with the largest Call and Put options positions in UVV as of Q3 2025

Call Positions: 4
Call Value: $3.4M
Put Positions: 3
Put Value: $2.1M

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$1.4M 259.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$1.1M 198.0 contracts
W WOLVERINE TRADING, LLC Institution	$441.0K 80.0 contracts
J JANE STREET GROUP, LLC Institution	$363.2K 65.0 contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$1.1M 195.0 contracts
W WOLVERINE TRADING, LLC Institution	$589.9K 107.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$396.7K 71.0 contracts

Most Committed Institutions

Institutions with UVV as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
A Adams Asset Advisors, LLC RIA/Wealth	Steven Adams Managing Partner	1.04% $8.0M	0.58% 144.0K shares	≤ Q2 2013 Held for 12y 5m+	$772.6M
T TrueMark Investments, LLC Institution	Michael Norman Loukas CEO	0.88% $5.1M	0.36% 90.5K shares	Q4 2024 Held for 11 months	$574.7M
NAVELLIER & ASSOCIATES INC RIA/Wealth	Louis Gene Navellier CEO	0.40% $3.9M	0.28% 69.7K shares	Q2 2020 Held for 5y 5m	$983.4M
Virtus ETF Advisers LLC Long Only Manager	Richard William Smirl President	0.17% $255.3K	0.02% 4.6K shares	Q3 2025 Held for 2 months	$148.9M
Advisors Asset Management, Inc. ETF Provider	Scott Irvin Colyer CEO	0.15% $8.8M	0.63% 157.0K shares	≤ Q2 2013 Held for 12y 5m+	$5.9B
B BRANDYWINE TRUST CO Institution	-	0.13% $832.9K	0.06% 14.9K shares	≤ Q2 2013 Held for 12y 5m+	$657.4M
Taylor Hoffman Capital Management LLC RIA/Wealth	Josiah David Hoffman Owner	0.11% $360.9K	0.03% 6.5K shares	Q3 2024 Held for 1y 2m	$317.4M
3Chopt Investment Partners, LLC RIA/Wealth	Scott Jordan Storey Managing Partner	0.10% $435.8K	0.03% 7.8K shares	Q1 2025 Held for 8 months	$439.5M
C Catalyst Funds Management Pty Ltd Institution	-	0.10% $636.9K	0.05% 11.4K shares	Q3 2025 Held for 2 months	$658.5M
A AXQ CAPITAL, LP Hedge Fund•Market Neutral	Taro Hsu Kuriyama COO	0.09% $223.3K	0.02% 4.0K shares	Q3 2025 Held for 2 months	$261.9M

Hedge Fund Spotlight

Discover hedge funds investing in UVV

Quantbot Technologies LLC

Hedge Fund • Quant

Portfolio ManagerPaul Edward White

Portfolio Value: $3.7B
Positions: 1,694
Last Reported: Q3 2025

Sector Allocation

Position in Universal Corporation

Market Value: $361.5K
Shares Held: 6.5K
Portfolio Weight: 0.01%
Owned Since: 2024-Q1

Top Holding	Sector	Market Value	Weight
1 SoFi Technologies, Inc. SOFI	Financial - Credit Services Financial Services	$29.1M	0.79%
2 Lam Research LRCX	Semiconductors Technology	$27.8M	0.75%
3 Honeywell International HON	Conglomerates Industrials	$27.6M	0.75%