LPL Financial LLC

Position in UVV — Universal Corp /Va/

CIK 1403438 FORT MILL, SC

Position in UVV

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,255,053

+$97,129 QoQ

Shares Held

24,057

+9.5% QoQ

Ownership

0.097%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#68

of 232 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 4% Shared 0% None 96%

Consumer Defensive · as of Jun 30, 2026

LPL Financial LLC holds $1,008,959,024 across 4 Tobacco names. UVV ranks #4 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	2,782,376	$503,359,642
2	MO	Altria Group, Inc.	4,831,984	$347,661,248
3	BTI	British American Tobacco p.l.c.	2,536,967	$156,683,081
4	UVV	Universal Corp /Va/ This page	24,057	$1,255,053

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,255,053	24,057	+9.5%	Shares	Sole	2026-08-07
2026-03-31	$1,157,924	21,972	-11.1%	Shares	Sole	2026-05-06
2025-12-31	$1,303,399	24,709	+6.1%	Shares	Sole	2026-02-11
2025-09-30	$1,300,653	23,280	+17.9%	Shares	Sole	2025-11-12
2025-06-30	$1,149,715	19,741	-25.0%	Shares	Sole	2025-08-12
2025-03-31	$1,475,179	26,319	+45.8%	Shares	Sole	2025-05-07
2024-12-31	$989,752	18,048	-11.4%	Shares	Sole	2025-02-11
2024-09-30	$1,082,116	20,375	+0.3%	Shares	Sole	2024-11-08
2024-06-30	$979,268	20,321	+14.9%	Shares	Sole	2024-08-07
2024-03-31	$914,461	17,681	-3.9%	Shares	Sole	2024-05-10
2023-12-31	$1,238,889	18,403	+25.6%	Shares	Sole	2024-02-14
2023-09-30	$691,956	14,657	+31.4%	Shares	Sole	2023-11-13
2023-06-30	$557,030	11,154	+3.7%	Shares	Sole	2023-07-31
2023-03-31	$568,884	10,756	+11.3%	Shares	Sole	2023-05-10
2022-12-31	$510,144	9,660	+20.4%	Shares	Sole	2023-02-07
2022-09-30	$369,378	8,023	-1.8%	Shares	Sole	2022-11-14
2022-06-30	$494,406	8,172	+25.7%	Shares	Sole	2022-08-12
2022-03-31	$377,629	6,503	+0.9%	Shares	Sole	2022-05-16
2021-12-31	$353,959	6,445	-1.7%	Shares	Sole	2022-02-14
2021-09-30	$316,754	6,554	-5.5%	Shares	Sole	2021-11-15
2021-06-30	$395,029	6,934	+8.2%	Shares	Sole	2021-08-13
2021-03-31	$377,889	6,406	—	Shares	Sole	2021-05-14
No filing history on record for this holder in this stock.