Universal Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 3.82 M | $202.71 M | 100.00% | 15.34% |
| VANGUARD GROUP INC | 11/13/2024 | 2.87 M | $152.67 M | -1.16% | 11.56% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 1.91 M | $101.32 M | -1.72% | 7.67% |
| STATE STREET CORP | 11/14/2024 | 1.22 M | $64.73 M | 6.26% | 4.90% |
| FIRST TRUST ADVISORS LP | 11/13/2024 | 1.08 M | $57.54 M | -8.84% | 4.35% |
| PZENA INVESTMENT MANAGEMENT LLC | 11/08/2024 | 928,870 | $49.33 M | -9.99% | 3.73% |
| INVESCO LTD. | 11/12/2024 | 794,077 | $42.17 M | -13.36% | 3.19% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 566,356 | $30.09 M | 0.64% | 2.28% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 542,683 | $28.82 M | 4.65% | 2.18% |
| MORGAN STANLEY | 11/14/2024 | 363,608 | $19.31 M | 38.58% | 1.46% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 359,433 | $19.09 M | -6.55% | 1.44% |
| BOSTON PARTNERS | 11/12/2024 | 270,055 | $14.12 M | -5.92% | 1.09% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 11/14/2024 | 251,185 | $13.34 M | -0.28% | 1.01% |
| ADVISORS ASSET MANAGEMENT, INC. | 11/08/2024 | 221,695 | $11.77 M | 2.30% | 0.89% |
| DAVENPORT & CO LLC | 10/24/2024 | 204,236 | $10.85 M | 4.71% | 0.82% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 199,951 | $10.62 M | 127.13% | 0.80% |
| ADAMS ASSET ADVISORS, LLC | 10/15/2024 | 151,106 | $8.03 M | 0.00% | 0.61% |
| INSIGHT FOLIOS INC | 10/24/2024 | 123,842 | $6.58 M | 7.11% | 0.50% |
| PRINCIPAL FINANCIAL GROUP INC | 10/31/2024 | 116,362 | $6.18 M | -8.51% | 0.47% |
| UBS GROUP AG | 11/14/2024 | 106,105 | $5.64 M | 23.72% | 0.43% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 98,782 | $5.25 M | 31.07% | 0.40% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 94,611 | $5.02 M | -29.24% | 0.38% |
| BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 11/12/2024 | 86,414 | $4.32 M | -2.70% | 0.35% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 84,661 | $4.50 M | -5.69% | 0.34% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2024 | 84,573 | $4.49 M | 99.61% | 0.34% |
| JPMORGAN CHASE & CO | 12/26/2024 | 74,983 | $3.98 M | -12.98% | 0.30% |
| ALLIANZ ASSET MANAGEMENT GMBH | 11/13/2024 | 71,956 | $3.82 M | 47.64% | 0.29% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 71,734 | $3.81 M | 5.08% | 0.29% |
| NAVELLIER & ASSOCIATES INC | 11/12/2024 | 68,702 | $3.65 M | -6.99% | 0.28% |
| CITADEL ADVISORS LLC | 11/14/2024 | 63,191 | $3.36 M | 1,066.96% | 0.25% |
| RHUMBLINE ADVISERS | 11/12/2024 | 63,116 | $3.35 M | -4.22% | 0.25% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2024 | 57,211 | $3.04 M | 23.60% | 0.23% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 55,335 | $2.94 M | 0.00% | 0.22% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 11/14/2024 | 52,386 | $2.78 M | -3.14% | 0.21% |
| TWO SIGMA ADVISERS, LP | 11/14/2024 | 51,200 | $2.72 M | 17.16% | 0.21% |
| JANE STREET GROUP, LLC | 11/15/2024 | 49,849 | $2.65 M | 30.37% | 0.20% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 48,700 | $2.59 M | 15.68% | 0.20% |
| SWISS NATIONAL BANK | 11/07/2024 | 48,200 | $2.56 M | -0.82% | 0.19% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 11/12/2024 | 48,050 | $2.40 M | -1.53% | 0.19% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 10/25/2024 | 46,547 | $2.47 M | -0.52% | 0.19% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 44,700 | $2.37 M | -19.46% | 0.18% |
| BARCLAYS PLC | 11/19/2024 | 40,565 | $2.16 M | 341.16% | 0.16% |
| NEUBERGER BERMAN GROUP LLC | 11/14/2024 | 38,707 | $2.06 M | 131.35% | 0.16% |
| SEGALL BRYANT & HAMILL, LLC | 11/08/2024 | 37,812 | $2.01 M | 2.08% | 0.15% |
| CITADEL ADVISORS LLC | 11/14/2024 | 31,300 | $1.66 M | 38.50% | 0.13% |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 11/12/2024 | 30,817 | $1.64 M | 100.00% | 0.12% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2024 | 29,442 | $1.56 M | -30.93% | 0.12% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 10/18/2024 | 29,281 | $1.56 M | -5.37% | 0.12% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 29,166 | $1.55 M | 26.91% | 0.12% |
| MARTINGALE ASSET MANAGEMENT L P | 11/14/2024 | 28,339 | $1.51 M | 0.71% | 0.11% |
Universal Corporationinstitutional 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: 3.82 M
VANGUARD GROUP INC: 2.87 M
DIMENSIONAL FUND ADVISORS LP: 1.91 M
STATE STREET CORP: 1.22 M
FIRST TRUST ADVISORS LP: 1.08 M
PZENA INVESTMENT MANAGEMENT LLC: 928,870
78.31% of Universal Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 26.98 M shares in the last 24 months. This purchase volume represents approximately $1.47 B in transactions.