Universal Corp: which funds bought and sold

Institutions that bought and sold Universal shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 122 institutions that filed 13F reports for both quarters added to or opened positions in Universal, and 100 cut or closed them. Together they added a net 260K shares, +1.3% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 157K shares (+6.4%); index fund managers were net buyers of 283K shares (+2.9%). 27 opened a new position and 28 sold out entirely.

Bought, Q2 2026 122 institutions, 27 of them new holders Sold, Q2 2026 100 institutions, 28 of them sold out

Net change, all compared +260K shares (+1.3%)

Net change, active managers +157K shares (+6.4%), 17 bought, 17 sold

Buyers versus sellers

institutions compared, 255

122 bought 33 100 sold

Active managers and hedge funds 17 bought · 17 sold · +157K

Index fund managers 9 bought · 1 sold · +283K

Other institutions 96 bought · 82 sold · −180K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Millennium Management LLC Hedge fund	+243K +843.9%	271K	$14.2M
UBS Group AG	+156K +144.6%	264K	$13.8M
D. E. Shaw & Co., Inc. Hedge fund	+146K +84.3%	320K	$16.7M
Point72 Asset Management, L.P. Hedge fund	+89K +192.5%	135K	$7M
Blackrock, Inc. Index funds	+88K +2.3%	3.9M	$203M
Vanguard Portfolio Management LLC Index funds	+68K +3.9%	1.8M	$94.5M
HRT Financial LP	+58K New position	58K	$3M
State Street Corp Index funds	+51K +3.6%	1.4M	$75.6M
Trexquant Investment LP Hedge fund	+48K New position	48K	$2.5M
Vanguard Capital Management LLC Index funds	+48K +4.5%	1.1M	$58.2M
Geode Capital Management, LLC Index funds	+44K +7.4%	648K	$33.8M
Numerai Gp LLC	+44K +417.6%	54K	$2.8M
First Trust Advisors LP	+38K +10.6%	391K	$20.4M
Exoduspoint Capital Management, LP Hedge fund	+37K New position	37K	$1.9M
Pzena Investment Management LLC Active manager	+34K +10.3%	363K	$19M
AQR Capital Management LLC Hedge fund	+34K +87.5%	72K	$3.8M
Cambridge Investment Research Advisors, Inc.	+28K +114.2%	52K	$2.7M
Janney Montgomery Scott LLC	+27K New position	27K	$1.4M
State Of Wisconsin Investment Board	+26K +675.3%	30K	$1.6M
Northern Trust Corp Index funds	+22K +8.8%	272K	$14.2M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Millennium Management LLC Hedge fund	+243K +843.9%	271K	$14.2M
D. E. Shaw & Co., Inc. Hedge fund	+146K +84.3%	320K	$16.7M
Point72 Asset Management, L.P. Hedge fund	+89K +192.5%	135K	$7M
Trexquant Investment LP Hedge fund	+48K New position	48K	$2.5M
Exoduspoint Capital Management, LP Hedge fund	+37K New position	37K	$1.9M
Pzena Investment Management LLC Active manager	+34K +10.3%	363K	$19M
AQR Capital Management LLC Hedge fund	+34K +87.5%	72K	$3.8M
Gotham Asset Management, LLC Hedge fund	+12K New position	12K	$636,944
Schonfeld Strategic Advisors LLC Hedge fund	+10K New position	10K	$540,011
Squarepoint Ops LLC Hedge fund	+8,032 +53.0%	23K	$1.2M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Barclays PLC	−222K −37.8%	365K	$19M
Victory Capital Management Inc Active manager	−133K −42.2%	182K	$9.5M
Citadel Advisors LLC Hedge fund	−87K −48.3%	93K	$4.9M
Two Sigma Investments, LP Hedge fund	−75K −17.3%	358K	$18.7M
Invesco Ltd.	−75K −9.0%	753K	$39.3M
Intech Investment Management LLC Active manager	−70K −71.3%	28K	$1.5M
Renaissance Technologies LLC Hedge fund	−67K −83.2%	13K	$703,199
Charles Schwab Investment Management Inc Index funds	−53K −11.2%	425K	$22.2M
Navellier & Associates Inc	−49K −82.9%	10K	$527,145
Advisors Asset Management, Inc.	−44K −60.4%	29K	$1.5M
SG Americas Securities, LLC	−37K −90.9%	3,644	$190,000
First National Trust Co	−29K Sold out	0	—
Cerity Partners LLC	−26K Sold out	0	—
Jefferies Financial Group Inc.	−22K Sold out	0	—
Ameriprise Financial Inc	−22K −30.3%	51K	$2.7M
Voloridge Investment Management, LLC Hedge fund	−19K −55.2%	16K	$822,199
Allianz Asset Management Gmbh	−19K −26.3%	52K	$2.7M
Susquehanna Portfolio Strategies, LLC	−16K Sold out	0	—
Vanguard Global Advisers, LLC	−13K −33.0%	26K	$1.4M
BNP Paribas Financial Markets	−13K −72.6%	4,869	$254,016

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Victory Capital Management Inc Active manager	−133K −42.2%	182K	$9.5M
Citadel Advisors LLC Hedge fund	−87K −48.3%	93K	$4.9M
Two Sigma Investments, LP Hedge fund	−75K −17.3%	358K	$18.7M
Intech Investment Management LLC Active manager	−70K −71.3%	28K	$1.5M
Renaissance Technologies LLC Hedge fund	−67K −83.2%	13K	$703,199
Voloridge Investment Management, LLC Hedge fund	−19K −55.2%	16K	$822,199
Freestone Grove Partners LP Hedge fund	−13K Sold out	0	—
Qube Research & Technologies Ltd Hedge fund	−10K −3.4%	290K	$15.1M
Balyasny Asset Management L.P. Hedge fund	−10K −50.5%	9,837	$513,196
Quantbot Technologies LP Hedge fund	−9,662 −69.4%	4,255	$221,983

New positions

largest by value

Institution	Shares	Value June 30, 2026
HRT Financial LP	58K	$3M
Trexquant Investment LPHedge fund	48K	$2.5M
Exoduspoint Capital Management, LPHedge fund	37K	$1.9M
Janney Montgomery Scott LLC	27K	$1.4M
Gotham Asset Management, LLCHedge fund	12K	$636,944
Belpointe Asset Management LLC	11K	$594,634
Schonfeld Strategic Advisors LLCHedge fund	10K	$540,011
Jain Global LLCHedge fund	5,595	$291,891
Dark Forest Capital Management LP	5,525	$288,239
Engineers Gate Manager LPHedge fund	5,440	$283,805

Sold out

largest by value

Institution	Shares	Value March 31, 2026
First National Trust Co	29K	$1.6M
Cerity Partners LLC	26K	$1.4M
Jefferies Financial Group Inc.	22K	$1.2M
Susquehanna Portfolio Strategies, LLC	16K	$826,968
Freestone Grove Partners LPHedge fund	13K	$676,457
HSBC Holdings PLC	11K	$575,487
Edgestream Partners, L.P.Hedge fund	9,640	$508,028
Patriot Financial Group Insurance Agency, LLC	9,182	$483,892
Walser Wealth Management Company, A Ltd Liability Co	8,412	$443,333
Tidal Investments LLC	6,886	$362,892

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 230
Ten largest holders: 62.7%
Index fund managers: 49.4%
Active managers and hedge funds: 12.9%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	17	17	6	3	+157K	+6.4%
Index fund managers	9	1	0	0	+283K	+2.9%
Other institutions	96	82	21	25	−180K	−2.3%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Universal.

Only managers that filed a holdings report for both quarters are compared (255 here). 6 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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