UNIVERSAL CORP /VA/ (UVV) — Institutional Holders, Q2 2026 (page 3)
232 institutional investment managers reported a UVV position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $1.1B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 232. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
UVV 13F holders ranked 201–232 of 232
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | SJS Investment Consulting#201 · 108 sh | 108 | $5.6K | — | New |
| 202 | DELTA ASSET MANAGEMENT#202 · 100 sh | 100 | $5.2K | <0.01% | 0.0% |
| 203 | Parallel Advisors#203 · 80 sh | 80 | $4.2K | <0.01% | -14.0% |
| 204 | HARBOUR INVESTMENTS#204 · 75 sh | 75 | $3.9K | <0.01% | 0.0% |
| 205 | Optiver Holding B.V.#205 · 74 sh | 74 | $3.9K | 0.00% | -85.1% |
| 206 | Rockefeller Capital Management L.P.#206 · 57 sh | 57 | $3.0K | 0.00% | +216.7% |
| 207 | Quarry#207 · 57 sh | 57 | $3.0K | <0.01% | +18.8% |
| 208 | ACTION POINT FINANCIAL PLANNING#208 · 51 sh | 51 | $2.7K | <0.01% | New |
| 209 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#209 · 46 sh | 46 | $2.4K | <0.01% | 0.0% |
| 210 | GODSEY & GIBB#210 · 42 sh | 42 | $2.2K | — | 0.0% |
| 211 | CARY STREET PARTNERS INVESTMENT ADVISORY#211 · 38 sh | 38 | $2.0K | <0.01% | +72.7% |
| 212 | COMPASS FINANCIAL MANAGEMENT#212 · 37 sh | 37 | $1.9K | <0.01% | — |
| 213 | Cornerstone Financial Management#213 · 29 sh | 29 | $1.5K | <0.01% | +45.0% |
| 214 | Ares Financial Consulting#214 · 22 sh | 22 | $1.1K | — | 0.0% |
| 215 | Keating Financial Advisory Services#215 · 20 sh | 20 | $1.0K | <0.01% | 0.0% |
| 216 | Covestor Ltd#216 · 25 sh | 25 | $1.0K | <0.01% | +38.9% |
| 217 | ROTHSCHILD INVESTMENT#217 · 16 sh | 16 | $835.00 | 0.00% | +6.7% |
| 218 | Transamerica Financial Advisors#218 · 13 sh | 13 | $678.00 | <0.01% | 0.0% |
| 219 | Mowery & Schoenfeld Wealth Management#219 · 12 sh | 12 | $626.00 | — | 0.0% |
| 220 | Bell Investment Advisors#220 · 11 sh | 11 | $574.00 | <0.01% | 0.0% |
| 221 | Private Wealth Management Group#221 · 11 sh | 11 | $574.00 | — | 0.0% |
| 222 | Cornerstone Planning Group#222 · 6 sh | 6 | $323.00 | — | 0.0% |
| 223 | Abound Wealth Management#223 · 5 sh | 5 | $261.00 | — | New |
| 224 | Fulcrum Asset Management LLP#224 · 4 sh | 4 | $212.00 | 0.00% | New |
| 225 | JFS WEALTH ADVISORS#225 · 4 sh | 4 | $209.00 | 0.00% | New |
| 226 | GILPIN WEALTH MANAGEMENT#226 · 4 sh | 4 | $209.00 | — | +300.0% |
| 227 | Plante Moran Financial Advisors#227 · 3 sh | 3 | $157.00 | 0.00% | New |
| 228 | Silver Grove Financial Group#228 · 2 sh | 2 | $104.00 | <0.01% | New |
| 229 | Frazier Financial Advisors#229 · 1 sh | 1 | $53.00 | 0.00% | 0.0% |
| 230 | Davis Capital Management#230 · 1 sh | 1 | $52.00 | — | New |
| 231 | Hughes Financial Services#231 · 1 sh | 1 | $52.00 | 0.00% | New |
| 232 | Evolution Advisers#232 · 2 sh | 2 | $0.00 | 0.00% | New |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.