Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

UNIVERSAL CORP /VA/

CIK 0000102037UVV· quarter ending 2026-06-30

Shares outstanding

24,899,257

as of 2026-08-03 · 10-Q cover page, filed 2026-08-05

Held by 13F filers

20,175,009

81.0% of shares outstanding

Holders

231

+0 vs 2026-03-31 · 31 new, 31 exited

Value

$1.1B

shares +1.3% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-05, as of 2026-08-03)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	UVV · NYSE	24,899,257	20,175,009	81.0%	231	913456109

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine

Count	CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
	913456109	COM	231	20,175,009	24,899,257	81.0%	$1.1B	4 call / 3 put	13DG	holders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings.

Top holders (231 of 231 · 913456109)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	BlackRock, Inc.	3,895,750	15.65%	$203.2M	+87,864 (+2.3%)
2	VANGUARD PORTFOLIO MANAGEMENT LLC	1,811,024	7.27%	$94.5M	+68,498 (+3.9%)
3	DIMENSIONAL FUND ADVISORS LP	1,764,415	7.09%	$92.1M	-10,442 (-0.6%)
4	STATE STREET CORP	1,449,407	5.82%	$75.6M	+50,989 (+3.6%)
5	VANGUARD CAPITAL MANAGEMENT LLC	1,115,922	4.48%	$58.2M	+47,927 (+4.5%)
6	Invesco Ltd.	752,733	3.02%	$39.3M	-74,646 (-9.0%)
7	GEODE CAPITAL MANAGEMENT, LLC	648,150	2.60%	$33.8M	+44,460 (+7.4%)
8	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	424,680	1.71%	$22.2M	-53,345 (-11.2%)
9	PRUDENTIAL FINANCIAL INC	402,344	1.62%	$21.0M	-7,613 (-1.9%)
10	FIRST TRUST ADVISORS LP	391,184	1.57%	$20.4M	+37,529 (+10.6%)
11	MORGAN STANLEY	366,366	1.47%	$19.1M	+1,961 (+0.5%)
12	BARCLAYS PLC	364,764	1.46%	$19.0M	-221,537 (-37.8%)
13	PZENA INVESTMENT MANAGEMENT LLC	363,477	1.46%	$19.0M	+33,989 (+10.3%)
14	TWO SIGMA INVESTMENTS, LP	358,446	1.44%	$18.7M	-75,006 (-17.3%)
15	Bank of New York Mellon Corp	342,650	1.38%	$17.9M	+9,227 (+2.8%)
16	D. E. Shaw & Co., Inc.	320,245	1.29%	$16.7M	+146,479 (+84.3%)
17	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	297,320	1.19%	$15.5M	+14,198 (+5.0%)
18	Qube Research & Technologies Ltd	289,656	1.16%	$15.1M	-10,334 (-3.4%)
19	NORTHERN TRUST CORP	271,904	1.09%	$14.2M	+21,909 (+8.8%)
20	MILLENNIUM MANAGEMENT LLC	271,478	1.09%	$14.2M	+242,716 (+843.9%)
21	UBS Group AG	263,788	1.06%	$13.8M	+155,955 (+144.6%)
22	VICTORY CAPITAL MANAGEMENT INC	182,113	0.73%	$9.5M	-132,906 (-42.2%)
23	VANGUARD FIDUCIARY TRUST CO	164,324	0.66%	$8.6M	+5,567 (+3.5%)
24	Point72 Asset Management, L.P.	134,762	0.54%	$7.0M	+88,694 (+192.5%)
25	Adams Asset Advisors, LLC	133,892	0.54%	$7.0M	-8,191 (-5.8%)
26	GOLDMAN SACHS GROUP INC	131,196	0.53%	$6.8M	+9,569 (+7.9%)
27	ProShare Advisors LLC	130,059	0.52%	$6.8M	+7,894 (+6.5%)
28	DAVENPORT & Co LLC	125,420	0.50%	$6.5M	+3,110 (+2.5%)
29	PRINCIPAL FINANCIAL GROUP INC	120,455	0.48%	$6.3M	-654 (-0.5%)
30	FRANKLIN RESOURCES INC	109,681	0.44%	$5.7M	+2,066 (+1.9%)
31	Vestcor Inc	108,156	0.43%	$5.6M	—
32	COMMONWEALTH EQUITY SERVICES, LLC	100,314	0.40%	$5.2M	+7,438 (+8.0%)
33	CITADEL ADVISORS LLC	93,164	0.37%	$4.9M	-87,056 (-48.3%)
34	Public Sector Pension Investment Board	85,518	0.34%	$4.5M	-3,643 (-4.1%)
35	Creative Planning	72,829	0.29%	$3.8M	+15,734 (+27.6%)
36	AQR CAPITAL MANAGEMENT LLC	72,121	0.29%	$3.8M	+33,665 (+87.5%)
37	Nuveen, LLC	65,715	0.26%	$3.4M	+9,180 (+16.2%)
38	RHUMBLINE ADVISERS	59,741	0.24%	$3.1M	+1,120 (+1.9%)
39	HRT FINANCIAL LP	57,790	0.23%	$3.0M	NEW
40	BANK OF AMERICA CORP /DE/	56,990	0.23%	$3.0M	-8,916 (-13.5%)
41	Legal & General Group Plc	56,479	0.23%	$2.9M	+1,014 (+1.8%)
42	Numerai GP LLC	54,347	0.22%	$2.8M	+43,847 (+417.6%)
43	Allianz Asset Management GmbH	52,249	0.21%	$2.7M	-18,601 (-26.3%)
44	Cambridge Investment Research Advisors, Inc.	52,054	0.21%	$2.7M	+27,751 (+114.2%)
45	AMERIPRISE FINANCIAL INC	50,812	0.20%	$2.7M	-22,101 (-30.3%)
46	Swiss National Bank	50,000	0.20%	$2.6M	+900 (+1.8%)
47	WELLS FARGO & COMPANY/MN	49,669	0.20%	$2.6M	+14,680 (+42.0%)
48	Trexquant Investment LP	48,101	0.19%	$2.5M	NEW
49	ROYAL BANK OF CANADA	47,536	0.19%	$2.5M	+10,392 (+28.0%)
50	JPMORGAN CHASE & CO	44,476	0.18%	$2.4M	-5,743 (-11.4%)
51	EXCHANGE TRADED CONCEPTS, LLC	42,314	0.17%	$2.2M	+621 (+1.5%)
52	NEUBERGER BERMAN GROUP LLC	41,216	0.17%	$2.2M	-9,126 (-18.1%)
53	MARTINGALE ASSET MANAGEMENT L P	39,351	0.16%	$2.1M	+142 (+0.4%)
54	Russell Investments Group, Ltd.	39,017	0.16%	$2.0M	+12,010 (+44.5%)
55	PRICE T ROWE ASSOCIATES INC /MD/	38,083	0.15%	$2.0M	+6,336 (+20.0%)
56	RAYMOND JAMES FINANCIAL INC	37,532	0.15%	$2.0M	+1,012 (+2.8%)
57	Arkadios Wealth Advisors	37,368	0.15%	$1.9M	+85 (+0.2%)
58	ExodusPoint Capital Management, LP	37,212	0.15%	$1.9M	NEW
59	STATE OF WISCONSIN INVESTMENT BOARD	30,129	0.12%	$1.6M	+26,243 (+675.3%)
60	Advisors Asset Management, Inc.	28,621	0.11%	$1.5M	-43,565 (-60.4%)
61	INTECH INVESTMENT MANAGEMENT LLC	28,237	0.11%	$1.5M	-70,158 (-71.3%)
62	DEUTSCHE BANK AG\	28,123	0.11%	$1.5M	-244 (-0.9%)
63	Janney Montgomery Scott LLC	27,127	0.11%	$1.4M	NEW
64	ALLIANCEBERNSTEIN L.P.	26,498	0.11%	$1.4M	+5 (+0.0%)
65	Vanguard Global Advisers, LLC	26,224	0.11%	$1.4M	-12,932 (-33.0%)
66	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	24,204	0.10%	$1.3M	-1,839 (-7.1%)
67	Foundations Investment Advisors, LLC	24,115	0.10%	$1.3M	-6,506 (-21.2%)
68	LPL Financial LLC	24,057	0.10%	$1.3M	+2,085 (+9.5%)
69	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	23,690	0.10%	$1.2M	+3,610 (+18.0%)
70	CoreCap Advisors, LLC	23,641	0.09%	$1.2M	+630 (+2.7%)
71	Squarepoint Ops LLC	23,201	0.09%	$1.2M	+8,032 (+53.0%)
72	Thrivent Financial for Lutherans	23,079	0.09%	$1.2M	-4,252 (-15.6%)
73	Heritage Wealth Advisors	21,963	0.09%	$1.1M	+3,345 (+18.0%)
74	VANGUARD ASSET MANAGEMENT, Ltd	21,494	0.09%	$1.1M	+3,635 (+20.4%)
75	NISA INVESTMENT ADVISORS, LLC	20,549	0.08%	$1.1M	-302 (-1.4%)
76	Quantinno Capital Management LP	19,021	0.08%	$992K	+1,131 (+6.3%)
77	CANADA LIFE ASSURANCE Co	18,431	0.07%	$961K	+941 (+5.4%)
78	SEI INVESTMENTS CO	18,272	0.07%	$953K	-9,917 (-35.2%)
79	GUGGENHEIM CAPITAL LLC	17,431	0.07%	$909K	-4,659 (-21.1%)
80	CITIGROUP INC	16,133	0.06%	$842K	+8,749 (+118.5%)
81	Cetera Investment Advisers	16,021	0.06%	$836K	+804 (+5.3%)
82	VOLORIDGE INVESTMENT MANAGEMENT, LLC	15,760	0.06%	$822K	-19,403 (-55.2%)
83	MetLife Investment Management, LLC	15,103	0.06%	$788K	+1,599 (+11.8%)
84	BRANDYWINE TRUST CO	14,907	0.06%	$778K	—
85	Zurcher Kantonalbank (Zurich Cantonalbank)	14,074	0.06%	$734K	-2,099 (-13.0%)
86	Quadrature Capital Ltd	13,991	0.06%	$730K	-1,953 (-12.2%)
87	Dynamic Technology Lab Private Ltd	13,779	0.06%	$719K	+6,499 (+89.3%)
88	HANCOCK WHITNEY CORP	13,549	0.05%	$707K	+1,558 (+13.0%)
89	RENAISSANCE TECHNOLOGIES LLC	13,479	0.05%	$703K	-66,592 (-83.2%)
90	Grantham, Mayo, Van Otterloo & Co. LLC	13,453	0.05%	$702K	-1,937 (-12.6%)
91	BANK OF MONTREAL /CAN/	13,431	0.05%	$701K	+2,275 (+20.4%)
92	CARY STREET PARTNERS FINANCIAL LLC	13,425	0.05%	$700K	+1,080 (+8.7%)
93	Aquatic Capital Management LLC	13,035	0.05%	$680K	+5,923 (+83.3%)
94	Illinois Municipal Retirement Fund	12,347	0.05%	$644K	-567 (-4.4%)
95	Gotham Asset Management, LLC	12,209	0.05%	$637K	NEW
96	XTX Topco Ltd	12,193	0.05%	$636K	+6,025 (+97.7%)
97	Mitsubishi UFJ Trust & Banking Corp	11,715	0.05%	$611K	+2,808 (+31.5%)
98	Belpointe Asset Management LLC	11,398	0.05%	$595K	NEW
99	Louisiana State Employees Retirement System	10,900	0.04%	$569K	-200 (-1.8%)
100	Jupiter Topco LLC	10,762	0.04%	$562K	NEW
101	Schonfeld Strategic Advisors LLC	10,351	0.04%	$540K	NEW
102	TEACHER RETIREMENT SYSTEM OF TEXAS	10,339	0.04%	$539K	-6,756 (-39.5%)
103	ALPS ADVISORS INC	10,214	0.04%	$533K	+280 (+2.8%)
104	NAVELLIER & ASSOCIATES INC	10,104	0.04%	$527K	-48,914 (-82.9%)
105	Sigma Planning Corp	10,062	0.04%	$525K	-87 (-0.9%)
106	MANUFACTURERS LIFE INSURANCE COMPANY, THE	10,019	0.04%	$523K	-314 (-3.0%)
107	Balyasny Asset Management L.P.	9,837	0.04%	$513K	-10,042 (-50.5%)
108	CIBC Bancorp USA Inc.	9,703	0.04%	$506K	-1,631 (-14.4%)
109	Daiwa Securities Group Inc.	9,496	0.04%	$495K	+721 (+8.2%)
110	NEW YORK STATE COMMON RETIREMENT FUND	9,400	0.04%	$490K	+1,900 (+25.3%)
111	State of Alaska, Department of Revenue	9,207	0.04%	$480K	-4,203 (-31.3%)
112	Kestra Advisory Services, LLC	8,759	0.04%	$457K	+15 (+0.2%)
113	Brevan Howard Capital Management LP	8,665	0.03%	$452K	-1,291 (-13.0%)
114	REXFORD CAPITAL INC	8,653	0.03%	$451K	-72 (-0.8%)
115	Police & Firemen's Retirement System of New Jersey	7,540	0.03%	$393K	+848 (+12.7%)
116	Aigen Investment Management, LP	7,469	0.03%	$390K	-5,085 (-40.5%)
117	CAPTRUST FINANCIAL ADVISORS	7,225	0.03%	$377K	+918 (+14.6%)
118	ARIZONA STATE RETIREMENT SYSTEM	6,877	0.03%	$359K	+32 (+0.5%)
119	3Chopt Investment Partners, LLC	6,796	0.03%	$355K	-1,004 (-12.9%)
120	Vanguard Investments Australia, Ltd.	6,723	0.03%	$351K	—
121	AMALGAMATED BANK	6,700	0.03%	$350K	-453 (-6.3%)
122	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	6,679	0.03%	$348K	-778 (-10.4%)
123	AE Wealth Management LLC	6,504	0.03%	$339K	+120 (+1.9%)
124	Taylor Hoffman Capital Management LLC	6,459	0.03%	$337K	—
125	HOWLAND CAPITAL MANAGEMENT LLC	6,383	0.03%	$333K	—
126	HighTower Advisors, LLC	6,303	0.03%	$329K	-2,157 (-25.5%)
127	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	6,252	0.03%	$327K	—
128	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	5,910	0.02%	$308K	-253 (-4.1%)
129	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	5,638	0.02%	$294K	-100 (-1.7%)
130	State of Tennessee, Department of Treasury	5,615	0.02%	$293K	—
131	Jain Global LLC	5,595	0.02%	$292K	NEW
132	DARK FOREST CAPITAL MANAGEMENT LP	5,525	0.02%	$288K	NEW
133	Engineers Gate Manager LP	5,440	0.02%	$284K	NEW
134	LOWE BROCKENBROUGH & CO INC	5,438	0.02%	$284K	—
135	OSAIC HOLDINGS, INC.	5,416	0.02%	$283K	+344 (+6.8%)
136	Sequoia Financial Advisors, LLC	5,331	0.02%	$278K	NEW
137	VIRTUS ADVISERS, LLC	5,192	0.02%	$271K	+622 (+13.6%)
138	PNC Financial Services Group, Inc.	5,098	0.02%	$266K	+2,310 (+82.9%)
139	Cambria Investment Management, L.P.	5,066	0.02%	$264K	-1,635 (-24.4%)
140	John Boyer, Inc.	4,945	0.02%	$258K	-159 (-3.1%)
141	RITHOLTZ WEALTH MANAGEMENT	4,913	0.02%	$256K	-144 (-2.8%)
142	BNP PARIBAS FINANCIAL MARKETS	4,869	0.02%	$254K	-12,907 (-72.6%)
143	VOYA INVESTMENT MANAGEMENT LLC	4,858	0.02%	$253K	-3,065 (-38.7%)
144	Baird Financial Group, Inc.	4,512	0.02%	$235K	—
145	Quantbot Technologies LP	4,255	0.02%	$222K	-9,662 (-69.4%)
146	Capital Asset Advisory Services LLC	4,250	0.02%	$222K	NEW
147	iSAM Funds (UK) Ltd	4,200	0.02%	$219K	NEW
148	SteelPeak Wealth, LLC	4,136	0.02%	$216K	NEW
149	Vident Advisory, LLC	4,084	0.02%	$213K	-1,071 (-20.8%)
150	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	4,084	0.02%	$213K	—
151	GAMMA Investing LLC	3,980	0.02%	$208K	+940 (+30.9%)
152	SUSQUEHANNA INTERNATIONAL GROUP, LLP	3,945	0.02%	$206K	-7,793 (-66.4%)
153	INDEPENDENT FINANCIAL GROUP, LLC	3,915	0.02%	$204K	-400 (-9.3%)
154	TRUIST FINANCIAL CORP	3,868	0.02%	$202K	+10 (+0.3%)
155	MML INVESTORS SERVICES, LLC	3,856	0.02%	$201K	NEW
156	SG Americas Securities, LLC	3,644	0.01%	$190K	-36,513 (-90.9%)
157	FIFTH THIRD BANCORP	3,282	0.01%	$171K	-95 (-2.8%)
158	SITTNER & NELSON, LLC	3,250	0.01%	$170K	—
159	JONES FINANCIAL COMPANIES LLLP	3,221	0.01%	$173K	+619 (+23.8%)
160	SBI Securities Co., Ltd.	3,030	0.01%	$158K	+634 (+26.5%)
161	FMR LLC	3,008	0.01%	$157K	+979 (+48.3%)
162	Ameritas Investment Partners, Inc.	2,278	0.01%	$119K	+256 (+12.7%)
163	Tower Research Capital LLC (TRC)	2,100	0.01%	$110K	+1,062 (+102.3%)
164	US BANCORP \DE\	1,744	0.01%	$91K	-363 (-17.2%)
165	HANTZ FINANCIAL SERVICES, INC.	1,684	0.01%	$88K	+92 (+5.8%)
166	Larson Financial Group LLC	1,620	0.01%	$85K	+13 (+0.8%)
167	SIMPLEX TRADING, LLC	1,594	0.01%	$83K	-2,834 (-64.0%)
168	IFP Advisors, Inc	1,521	0.01%	$79K	-60 (-3.8%)
169	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	1,348	0.01%	$70K	+132 (+10.9%)
170	Triumph Capital Management	1,135	0.00%	$59K	—
171	Pinnacle Wealth Planning Services, Inc.	1,078	0.00%	$56K	+8 (+0.7%)
172	SIGNATUREFD, LLC	1,059	0.00%	$55K	+254 (+31.6%)
173	Ankerstar Wealth, LLC	1,013	0.00%	$53K	+5 (+0.5%)
174	BESSEMER GROUP INC	982	0.00%	$51K	+464 (+89.6%)
175	Arax Advisory Partners	919	0.00%	$48K	+896 (+3895.7%)
176	Salomon & Ludwin, LLC	915	0.00%	$48K	-31 (-3.3%)
177	Wilmington Savings Fund Society, FSB	900	0.00%	$47K	—
178	Hilton Head Capital Partners, LLC	900	0.00%	$47K	—
179	Blue Trust, Inc.	751	0.00%	$39K	-29 (-3.7%)
180	Versant Capital Management, Inc	701	0.00%	$37K	+187 (+36.4%)
181	Global Retirement Partners, LLC	648	0.00%	$34K	NEW
182	Farther Finance Advisors, LLC	599	0.00%	$31K	-75 (-11.1%)
183	Sterling Capital Management LLC	506	0.00%	$26K	-296 (-36.9%)
184	Steward Partners Investment Advisory, LLC	460	0.00%	$24K	—
185	Allworth Financial LP	442	0.00%	$23K	+93 (+26.6%)
186	Cheviot Value Management, LLC	400	0.00%	$21K	NEW
187	Advocate Investing Services LLC	400	0.00%	$21K	+200 (+100.0%)
188	Capital Advisors, Ltd. LLC	321	0.00%	$17K	+137 (+74.5%)
189	SALEM INVESTMENT COUNSELORS INC	300	0.00%	$16K	—
190	NOMURA ASSET MANAGEMENT CO LTD	300	0.00%	$16K	NEW
191	Bogart Wealth, LLC	300	0.00%	$16K	—
192	Smartleaf Asset Management LLC	284	0.00%	$15K	—
193	GHP Investment Advisors, Inc.	240	0.00%	$13K	—
194	Virginia Estate & Retirement Planning Advisors Inc.	200	0.00%	$10K	—
195	Essential Partners LLC	189	0.00%	$10K	NEW
196	EverSource Wealth Advisors, LLC	188	0.00%	$10K	-309 (-62.2%)
197	UMB Bank, n.a.	144	0.00%	$8K	-15 (-9.4%)
198	HUNTINGTON NATIONAL BANK	138	0.00%	$7K	—
199	Fortitude Family Office, LLC	133	0.00%	$7K	+51 (+62.2%)
200	SJS Investment Consulting Inc.	108	0.00%	$6K	NEW
201	DELTA ASSET MANAGEMENT LLC/TN	100	0.00%	$5K	—
202	Parallel Advisors, LLC	80	0.00%	$4K	-13 (-14.0%)
203	HARBOUR INVESTMENTS, INC.	75	0.00%	$4K	—
204	Optiver Holding B.V.	74	0.00%	$4K	-423 (-85.1%)
205	Quarry LP	57	0.00%	$3K	+9 (+18.8%)
206	Rockefeller Capital Management L.P.	57	0.00%	$3K	+39 (+216.7%)
207	FIDUCIARY FINANCIAL ADVISORS	51	0.00%	$3K	NEW
208	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	46	0.00%	$2K	—
209	GODSEY & GIBB, INC	42	0.00%	$2K	—
210	CARY STREET PARTNERS INVESTMENT ADVISORY LLC	38	0.00%	$2K	+16 (+72.7%)
211	COMPASS FINANCIAL MANAGEMENT LLC	37	0.00%	$2K	NEW
212	Cornerstone Financial Management LLC	29	0.00%	$2K	+9 (+45.0%)
213	Covestor Ltd	25	0.00%	$1K	+7 (+38.9%)
214	Ares Financial Consulting, LLC	22	0.00%	$1K	—
215	Keating Financial Advisory Services, Inc.	20	0.00%	$1K	—
216	ROTHSCHILD INVESTMENT LLC	16	0.00%	$835	+1 (+6.7%)
217	Transamerica Financial Advisors, LLC	13	0.00%	$678	—
218	Mowery & Schoenfeld Wealth Management, LLC	12	0.00%	$626	—
219	Bell Investment Advisors, Inc	11	0.00%	$574	—
220	Private Wealth Management Group, LLC	11	0.00%	$574	—
221	Cornerstone Planning Group LLC	6	0.00%	$323	—
222	Abound Wealth Management	5	0.00%	$261	NEW
223	JFS WEALTH ADVISORS, LLC	4	0.00%	$209	NEW
224	Fulcrum Asset Management LLP	4	0.00%	$212	NEW
225	GILPIN WEALTH MANAGEMENT, LLC	4	0.00%	$209	+3 (+300.0%)
226	Plante Moran Financial Advisors, LLC	3	0.00%	$157	NEW
227	Evolution Advisers, Inc.	2	0.00%	$0	NEW
228	Silver Grove Financial Group, Inc.	2	0.00%	$104	NEW
229	Hughes Financial Services, LLC	1	0.00%	$52	NEW
230	Davis Capital Management	1	0.00%	$52	NEW
231	Frazier Financial Advisors, LLC	1	0.00%	$53	—

Exited since 2026-03-31 (31 filers; largest 25 shown)

First National Trust Co	−29,432
Cerity Partners LLC	−25,970
Jefferies Financial Group Inc.	−22,400
Susquehanna Portfolio Strategies, LLC	−15,692
Freestone Grove Partners LP	−12,836
HSBC HOLDINGS PLC	−10,851
JANUS HENDERSON GROUP PLC	−10,762
Edgestream Partners, L.P.	−9,640
Patriot Financial Group Insurance Agency, LLC	−9,182
Walser Wealth Management Company, A Ltd Liability Co	−8,412
Tidal Investments LLC	−6,886
Odyssean, LLC	−6,618
DRW Securities, LLC	−6,025
Ascentis Independent Advisors	−5,943
LAZARD ASSET MANAGEMENT LLC	−5,908
Connor, Clark & Lunn Investment Management Ltd.	−4,360
City Center Advisors, LLC	−3,809
CANADA PENSION PLAN INVESTMENT BOARD	−3,800
Sunbelt Securities, Inc.	−2,241
Byrne Asset Management LLC	−2,093
QUADRANT CAPITAL GROUP LLC	−1,591
CWM, LLC	−1,283
KBC Group NV	−1,141
Sound Income Strategies, LLC	−612
Advisory Services Network, LLC	−500

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting person	Form	Filed	Event	Shares	% of class
Vanguard Capital Management	SCHEDULE 13G	2026-04-30	2026-03-31	1,251,975	5.02%
Vanguard Portfolio Management	SCHEDULE 13G	2026-04-29	2026-03-31	1,781,041	7.14%
The Vanguard Group	SCHEDULE 13G/A	2026-03-27	2026-03-13	0	0%
BlackRock, Inc.	SCHEDULE 13G/A	2025-04-30	2025-03-31	3,705,879	15%
STATE STREET CORPORATION	SCHEDULE 13G	2025-02-06	2024-12-31	1,239,027	5%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.