Ownership Profile
Shareholder Holders Values ($) % O/S Shares
Institution 320 1,739 97.58 24,707,357
Mutual Fund 419 916 53.84 13,632,478
Shareholder Holders Values Change ($) % O/S Shares Change
Buyers 150 269.74 15.09 3,819,575
Sellers 137 -208.43 11.67 -2,955,143
Net -- 61.31 3.42 864,432
Shareholder Values ($) % O/S Shares
Top 10 Inst. 938 52.36 13,256,654
Top 20 Inst. 1,180.18 65.88 16,681,000
Top 50 Inst. 1,472.97 82.35 20,850,781
Total Inst. 1,472.97 82.35 20,850,781
Shareholder Holders Values ($) % O/S Shares
Index 31 704 39.36 9,964,850
AggresGr 1 0 0.00 14
CoreGrowth 51 325 18.17 4,600,867
Growth 13 6 0.31 79,132
IncomeValue 7 20 1.11 280,317
Yield 11 32 1.81 459,239
BrokerDealer 16 41 2.30 582,904
GARP 27 99 5.54 1,403,536
HedgeFund 28 70 3.92 991,598
Specialty 3 1 0.05 13,294
CoreValue 48 115 6.56 1,662,179
DeepValue 13 244 13.64 3,454,827
Momentum 1 0 0.00 1,016
Holder Shares Held % O/S Shares Change Filing Date
The Vanguard Group, Inc. 3,504,865 13.84 684,565 03/31/2017
BlackRock Institutional Trust Company, N.A. 2,920,250 11.53 489,785 03/31/2017
Dimensional Fund Advisors, L.P. 2,032,880 8.03 101,609 03/31/2017
LSV Asset Management 1,233,562 4.87 71,025 03/31/2017
Acadian Asset Management LLC 980,662 3.87 124,051 03/31/2017
State Street Global Advisors (US) 598,685 2.36 61,462 03/31/2017
JP Morgan Asset Management 544,974 2.15 12,696 03/31/2017
Northern Trust Investments, Inc. 489,226 1.93 8,107 03/31/2017
Schroder Investment Management Ltd. (SIM) 483,283 1.91 157,510 03/31/2017
Invesco PowerShares Capital Management LLC 468,267 1.85 -171,643 03/31/2017
Mellon Capital Management Corporation 450,958 1.78 34,827 03/31/2017
Boston Partners 403,647 1.59 -9,918 03/31/2017
Robeco Institutional Asset Management B.V. 393,434 1.55 -4,650 03/31/2017
NFJ Investment Group LLC 386,749 1.53 -3,900 03/31/2017
Pzena Investment Management, LLC 370,436 1.46 -245,338 03/31/2017
Advisors Asset Management, Inc. 331,103 1.31 -51,964 03/31/2017
Geode Capital Management, L.L.C. 320,789 1.27 56,761 03/31/2017
Northern Trust Global Investments 268,389 1.06 381 03/31/2017
PanAgora Asset Management Inc. 252,311 1.00 96,516 03/31/2017
Quantitative Management Associates LLC 246,530 0.97 76,830 03/31/2017
Deutsche Asset Management Americas 227,685 0.90 28,467 03/31/2017
Freeman (George C III) 225,683 0.89 -465 07/03/2017
Charles Schwab Investment Management, Inc. 224,998 0.89 44,275 03/31/2017
Principal Global Investors (Equity) 196,813 0.78 24,262 03/31/2017
Renaissance Technologies LLC 192,442 0.76 39,242 03/31/2017
AHL Partners LLP 167,027 0.66 87,501 03/31/2017
Bogle Investment Management, L.P. 159,638 0.63 159,638 03/31/2017
Hotchkis and Wiley Capital Management, LLC 158,590 0.63 -2,000 05/31/2017
AllianceBernstein L.P. 157,188 0.62 10,310 03/31/2017
Citadel LLC 156,021 0.62 122,866 03/31/2017
Two Sigma Investments, LP 152,437 0.60 44,031 03/31/2017
Guggenheim Investments 150,406 0.59 19,098 03/31/2017
Columbia Threadneedle Investments (US) 146,392 0.58 18,156 03/31/2017
Gotham Asset Management, LLC 141,570 0.56 102,509 03/31/2017
Morgan Stanley & Co. LLC 136,042 0.54 6,779 03/31/2017
ProFund Advisors LLC 128,887 0.51 16,120 03/31/2017
BlackRock Investment Management, LLC 127,995 0.51 8,093 03/31/2017
Cornerstone Capital Management Holdings LLC 113,196 0.45 112,344 03/31/2017
Global X Management Company LLC 112,239 0.44 -9,964 03/31/2017
Credit Suisse Securities (USA) LLC 111,265 0.44 67,449 03/31/2017
The Boston Company Asset Management, LLC 110,752 0.44 10,107 03/31/2017
Parametric Portfolio Associates LLC 110,040 0.43 1,747 03/31/2017
AXA Rosenberg Investment Management LLC 107,387 0.42 8,800 03/31/2017
Nuveen LLC 104,892 0.41 4,196 03/31/2017
Old Mutual Global Investors (UK) Limited 103,236 0.41 103,236 03/31/2017
Brandywine Global Investment Management, LLC 100,013 0.40 7,235 03/31/2017
Goldman Sachs & Company, Inc. 91,724 0.36 20,688 03/31/2017
UBS Financial Services, Inc. 86,393 0.34 -11,416 03/31/2017
Barrow, Hanley, Mewhinney & Strauss, LLC 84,503 0.33 84,503 03/31/2017
BNY Mellon Asset Management 84,327 0.33 9,328 03/31/2017

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