Ownership Profile
Shareholder Holders Values ($) % O/S Shares
Institution 314 1,510 93.47 23,624,136
Mutual Fund 428 896 53.54 13,531,926
Shareholder Holders Values Change ($) % O/S Shares Change
Buyers 155 155.48 9.62 2,432,471
Sellers 93 -114.30 7.08 -1,790,047
Net -- 41.19 2.54 642,424
Shareholder Values ($) % O/S Shares
Top 10 Inst. 814 50.50 12,763,518
Top 20 Inst. 1,042.46 64.57 16,318,746
Top 50 Inst. 1,276.77 79.04 19,974,889
Total Inst. 1,276.77 79.04 19,974,889
Shareholder Holders Values ($) % O/S Shares
Index 32 552 34.27 8,660,161
CoreGrowth 50 265 16.43 4,152,569
Growth 14 8 0.49 124,820
IncomeValue 6 15 0.93 234,153
Yield 14 47 2.87 724,095
BrokerDealer 18 31 1.95 493,226
GARP 30 161 9.97 2,519,925
HedgeFund 23 41 2.53 640,192
Specialty 4 1 0.04 10,926
CoreValue 44 114 7.06 1,783,227
DeepValue 14 211 13.10 3,311,372
Momentum 1 0 0.00 1,051
Holder Shares Held % O/S Shares Change Filing Date
The Vanguard Group, Inc. 2,820,300 11.16 228,408 12/31/2016
BlackRock Institutional Trust Company, N.A. 2,430,465 9.62 254,389 12/31/2016
Dimensional Fund Advisors, L.P. 1,931,271 7.64 708 12/31/2016
Fidelity Management & Research Company 1,237,149 4.90 -493,283 12/31/2016
LSV Asset Management 1,162,537 4.60 -43,900 12/31/2016
Acadian Asset Management LLC 856,611 3.39 28,921 12/31/2016
Invesco PowerShares Capital Management LLC 639,910 2.53 141,680 12/31/2016
Pzena Investment Management, LLC 615,774 2.44 130,284 12/31/2016
State Street Global Advisors (US) 537,223 2.13 58,749 12/31/2016
JP Morgan Asset Management 532,278 2.11 75,886 12/31/2016
Northern Trust Investments, Inc. 481,119 1.90 6,608 12/31/2016
Mellon Capital Management Corporation 416,131 1.65 92,284 12/31/2016
Boston Partners 413,565 1.64 52,178 12/31/2016
Robeco Institutional Asset Management B.V. 398,084 1.58 17,340 12/31/2016
NFJ Investment Group LLC 390,649 1.55 -7,700 12/31/2016
Advisors Asset Management, Inc. 383,067 1.52 -20,021 12/31/2016
Schroder Investment Management Ltd. (SIM) 325,773 1.29 3,278 12/31/2016
Northern Trust Global Investments 268,008 1.06 508 12/31/2016
Geode Capital Management, L.L.C. 264,028 1.04 39,647 12/31/2016
Freeman (George C III) 214,804 0.85 -75 04/04/2017
Deutsche Asset Management Americas 199,218 0.79 24,101 12/31/2016
Charles Schwab Investment Management, Inc. 180,723 0.72 -8,052 12/31/2016
Principal Global Investors (Equity) 172,551 0.68 2,611 12/31/2016
Quantitative Management Associates LLC 169,700 0.67 25,710 12/31/2016
Arrowstreet Capital, Limited Partnership 162,441 0.64 -77,528 12/31/2016
PanAgora Asset Management Inc. 155,795 0.62 43,840 12/31/2016
Renaissance Technologies LLC 153,200 0.61 52,600 12/31/2016
Hotchkis and Wiley Capital Management, LLC 147,828 0.58 72,334 02/28/2017
AllianceBernstein L.P. 146,878 0.58 12,658 12/31/2016
Guggenheim Investments 131,308 0.52 -50,301 12/31/2016
Morgan Stanley & Co. LLC 129,263 0.51 58,371 12/31/2016
Columbia Threadneedle Investments (US) 128,236 0.51 2,306 12/31/2016
Global X Management Company LLC 122,203 0.48 4,736 12/31/2016
BlackRock Investment Management, LLC 119,902 0.47 20,354 12/31/2016
First Trust Advisors L.P. 114,232 0.45 13,006 12/31/2016
ProFund Advisors LLC 112,767 0.45 55,933 12/31/2016
Two Sigma Investments, LP 108,406 0.43 93,601 12/31/2016
Parametric Portfolio Associates LLC 108,293 0.43 -3,634 12/31/2016
TIAA Global Asset Management 100,696 0.40 -42 12/31/2016
The Boston Company Asset Management, LLC 100,645 0.40 979 12/31/2016
AXA Rosenberg Investment Management LLC 98,587 0.39 30,287 12/31/2016
DePrince, Race & Zollo, Inc. 97,066 0.38 97,066 12/31/2016
Meritage Portfolio Management, Inc. 96,180 0.38 -2,330 12/31/2016
Brandywine Global Investment Management, LLC 92,778 0.37 630 12/31/2016
Davenport Asset Management 92,433 0.37 -800 03/31/2017
Invesco Advisers, Inc. 86,776 0.34 -3,816 12/31/2016
Analytic Investors, LLC 85,611 0.34 43,859 12/31/2016
KBC Group NV 82,551 0.33 14,690 12/31/2016
WBI Investments Inc 80,350 0.32 80,350 12/31/2016
AHL Partners LLP 79,526 0.31 21,823 12/31/2016

Ownership data is provided by Thompson Reuters, a third party service, and Universal Corporation does not maintain or provide information directly to this service.