Univest Financial (UVSP) Institutional Ownership

$29.30 +0.04 (+0.14%)

As of 04:00 PM Eastern

Current Institutional Ownership Percentage: 75.07%
Number of Institutional Buyers (last 12 months): 65
Total Institutional Inflows (last 12 months): $40.57M

Number of Institutional Sellers (last 12 months): 45
Total Institutional Outflows (last 12 months): $33.03M

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UVSP Institutional Buying and Selling by Quarter

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Univest Financial Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
3/18/2025	California State Teachers Retirement System	27,224	$803K	0.0%	-1.5%	0.094%
2/17/2025	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	43,946	$1.30M	0.0%	-7.9%	0.151%
2/17/2025	Two Sigma Investments LP	31,072	$917K	0.0%	-36.7%	0.107%
2/17/2025	Two Sigma Advisers LP	40,880	$1.21M	0.0%	-31.0%	0.141%
2/17/2025	Rafferty Asset Management LLC	20,901	$617K	0.0%	+8.7%	0.072%
2/17/2025	ProShare Advisors LLC	8,148	$240K	0.0%	N/A	0.028%
2/17/2025	Nuveen Asset Management LLC	136,397	$4.03M	0.0%	-20.5%	0.470%
2/17/2025	Millennium Management LLC	19,297	$569K	0.0%	-33.7%	0.066%
2/17/2025	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	16,468	$486K	0.0%	+3.9%	0.057%
2/17/2025	Deutsche Bank AG	28,505	$841K	0.0%	+57.0%	0.098%
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2/17/2025	Bridgeway Capital Management LLC	198,567	$5.86M	0.1%	-8.4%	0.684%
2/17/2025	Cary Street Partners Financial LLC	11,988	$354K	0.0%	N/A	0.041%
2/17/2025	Bank of America Corp DE	132,333	$3.91M	0.0%	+23.1%	0.456%
2/17/2025	BNP Paribas Financial Markets	23,840	$704K	0.0%	+94.1%	0.082%
2/17/2025	Ameriprise Financial Inc.	398,475	$11.76M	0.0%	+189.8%	1.372%
2/14/2025	Comerica Bank	6,648	$196K	0.0%	-10.8%	0.023%
2/14/2025	AQR Capital Management LLC	309,248	$9.13M	0.0%	-4.5%	1.065%
2/14/2025	Northern Trust Corp	339,290	$10.01M	0.0%	+2.8%	1.168%
2/14/2025	The Manufacturers Life Insurance Company	1,204,530	$35.55M	0.0%	+6.7%	4.147%
2/14/2025	Tudor Investment Corp ET AL	39,593	$1.17M	0.0%	+68.8%	0.136%
2/14/2025	Two Sigma Securities LLC	11,304	$334K	0.0%	N/A	0.039%
2/14/2025	Voya Investment Management LLC	10,043	$296K	0.0%	-8.0%	0.035%
2/14/2025	Price T Rowe Associates Inc. MD	32,910	$972K	0.0%	+5.6%	0.113%
2/14/2025	State of Tennessee Department of Treasury	8,284	$244K	0.0%	N/A	0.029%
2/14/2025	Tower Research Capital LLC TRC	1,003	$30K	0.0%	+161.2%	0.003%
2/14/2025	MetLife Investment Management LLC	17,559	$518K	0.0%	+5.8%	0.060%
2/14/2025	Dimensional Fund Advisors LP	1,973,468	$58.24M	0.0%	+0.0%	6.796%
2/13/2025	CANADA LIFE ASSURANCE Co	3,940	$116K	0.0%	-31.5%	0.014%
2/13/2025	Zacks Investment Management	9,793	$289K	0.0%	N/A	0.034%
2/13/2025	Keeley Teton Advisors LLC	15,192	$448K	0.1%	-13.7%	0.052%
2/13/2025	Barclays PLC	73,185	$2.16M	0.0%	+9.9%	0.252%
2/13/2025	Sterling Capital Management LLC	18,216	$538K	0.0%	+4.7%	0.063%
2/13/2025	LSV Asset Management	14,900	$440K	0.0%	-29.0%	0.051%
2/13/2025	Raymond James Financial Inc.	77,891	$2.30M	0.0%	N/A	0.268%
2/13/2025	Martingale Asset Management L P	77,877	$2.30M	0.1%	+8.9%	0.268%
2/13/2025	Renaissance Technologies LLC	628,689	$18.55M	0.0%	-3.4%	2.165%
2/13/2025	Legal & General Group Plc	28,530	$842K	0.0%	+1.9%	0.098%
2/13/2025	Invesco Ltd.	85,901	$2.54M	0.0%	+4.0%	0.296%
2/13/2025	Wells Fargo & Company MN	18,698	$552K	0.0%	+24.7%	0.064%
2/12/2025	ExodusPoint Capital Management LP	19,633	$579K	0.0%	N/A	0.068%
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2/12/2025	Endeavour Capital Advisors Inc.	242,084	$7.14M	2.3%	-11.4%	0.834%
2/12/2025	Trexquant Investment LP	9,816	$290K	0.0%	N/A	0.034%
2/12/2025	Geode Capital Management LLC	702,572	$20.74M	0.0%	-0.3%	2.419%
2/12/2025	Arrowstreet Capital Limited Partnership	239,059	$7.06M	0.0%	+1.6%	0.823%
2/12/2025	Pacific Ridge Capital Partners LLC	22,096	$652K	0.1%	-20.8%	0.076%
2/12/2025	JPMorgan Chase & Co.	139,102	$4.11M	0.0%	+34.4%	0.479%
2/12/2025	UNIVEST FINANCIAL Corp	531,828	$15.69M	1.0%	+0.1%	1.831%
2/11/2025	Prudential Financial Inc.	173,024	$5.11M	0.0%	+23.0%	0.596%
2/11/2025	Corebridge Financial Inc.	14,384	$424K	0.0%	-7.0%	0.050%
2/11/2025	Vanguard Group Inc.	1,625,773	$47.98M	0.0%	-1.8%	5.598%
2/11/2025	LPL Financial LLC	28,023	$827K	0.0%	-6.9%	0.096%
2/11/2025	KLP Kapitalforvaltning AS	17,300	$511K	0.0%	N/A	0.060%
2/11/2025	American Century Companies Inc.	632,354	$18.66M	0.0%	+12.7%	2.178%
2/11/2025	Teacher Retirement System of Texas	56,148	$1.66M	0.0%	+22.0%	0.193%
2/10/2025	Thrivent Financial for Lutherans	32,462	$958K	0.0%	-29.1%	0.112%
2/10/2025	Royce & Associates LP	182,451	$5.38M	0.1%	-25.1%	0.628%
2/10/2025	Connor Clark & Lunn Investment Management Ltd.	24,722	$730K	0.0%	+66.7%	0.085%
2/7/2025	Pzena Investment Management LLC	1,149,117	$33.91M	0.1%	-3.4%	3.957%
2/7/2025	AlphaQuest LLC	14,571	$430K	0.1%	+93.1%	0.050%
2/7/2025	PNC Financial Services Group Inc.	4,796	$142K	0.0%	+14.8%	0.017%
2/6/2025	Raymond James Financial Inc.	77,891	$2.30M	0.0%	N/A	0.268%
2/6/2025	Victory Capital Management Inc.	28,200	$832K	0.0%	+2.5%	0.097%
2/6/2025	Charles Schwab Investment Management Inc.	245,387	$7.24M	0.0%	-0.2%	0.845%
2/5/2025	Bailard Inc.	21,132	$624K	0.0%	+1.6%	0.073%
2/4/2025	Los Angeles Capital Management LLC	26,645	$786K	0.0%	-17.1%	0.092%
2/4/2025	Bank of New York Mellon Corp	152,028	$4.49M	0.0%	+0.5%	0.524%
2/4/2025	Leeward Investments LLC MA	375,663	$11.09M	0.6%	-6.9%	1.294%
1/30/2025	Everhart Financial Group Inc.	27,639	$816K	0.2%	+5.0%	0.095%
1/30/2025	Rhumbline Advisers	46,768	$1.38M	0.0%	+2.9%	0.161%
1/28/2025	Empowered Funds LLC	98,430	$2.91M	0.0%	+5.1%	0.339%
1/28/2025	BLB&B Advisors LLC	23,917	$706K	0.0%	-11.1%	0.082%
1/27/2025	Insight Advisors LLC PA	11,750	$348K	0.1%	-23.0%	0.040%
1/17/2025	Janney Montgomery Scott LLC	24,724	$730K	0.0%	+2.0%	0.085%
1/17/2025	SG Americas Securities LLC	9,682	$286K	0.0%	-5.7%	0.033%
1/16/2025	Bernardo Wealth Planning LLC	11,930	$330K	0.1%	-7.7%	0.041%
1/15/2025	Wedge Capital Management L L P NC	23,239	$686K	0.0%	-3.0%	0.080%
1/14/2025	Assenagon Asset Management S.A.	115,529	$3.41M	0.0%	-49.4%	0.398%
12/26/2024	JPMorgan Chase & Co.	103,531	$2.91M	0.0%	+64.4%	0.356%
11/27/2024	Franklin Resources Inc.	48,312	$1.35M	0.0%	+35.9%	0.166%
11/25/2024	Wilmington Savings Fund Society FSB	2,802	$79K	0.0%	N/A	0.010%
11/16/2024	Geode Capital Management LLC	704,445	$19.83M	0.0%	+3.5%	2.426%
11/15/2024	Barclays PLC	66,603	$1.88M	0.0%	+91.3%	0.229%
11/15/2024	Jane Street Group LLC	48,782	$1.37M	0.0%	+75.8%	0.168%
11/15/2024	State Street Corp	873,371	$24.58M	0.0%	-2.0%	3.007%
11/15/2024	Hotchkis & Wiley Capital Management LLC	394,900	$11.11M	0.0%	-12.8%	1.360%
11/15/2024	Centiva Capital LP	7,431	$209K	0.0%	N/A	0.026%
11/14/2024	Martingale Asset Management L P	71,530	$2.01M	0.0%	+58.8%	0.246%
11/14/2024	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	47,700	$1.34M	0.0%	+16.2%	0.164%
11/13/2024	BNP Paribas Financial Markets	12,285	$346K	0.0%	-39.8%	0.042%
11/13/2024	FMR LLC	2,622,475	$73.80M	0.0%	-0.3%	9.031%
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11/13/2024	The Manufacturers Life Insurance Company	1,128,566	$31.76M	0.0%	-6.8%	3.886%
11/12/2024	Charles Schwab Investment Management Inc.	245,883	$6.92M	0.0%	-4.2%	0.847%
11/8/2024	Pzena Investment Management LLC	1,189,748	$33.48M	0.1%	-6.2%	4.097%
11/8/2024	Connor Clark & Lunn Investment Management Ltd.	14,832	$417K	0.0%	N/A	0.051%
11/7/2024	Thrivent Financial for Lutherans	45,786	$1.29M	0.0%	-13.6%	0.158%
11/6/2024	Empowered Funds LLC	93,691	$2.64M	0.0%	+5.3%	0.323%
11/6/2024	Royce & Associates LP	243,466	$6.85M	0.1%	-10.1%	0.838%
11/5/2024	Victory Capital Management Inc.	27,500	$774K	0.0%	-8.3%	0.095%
11/4/2024	Los Angeles Capital Management LLC	32,145	$905K	0.0%	-10.6%	0.111%
11/1/2024	Capital Performance Advisors LLP	901	$25K	0.0%	N/A	0.003%

(Data available from 1/1/2016 forward)

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UVSP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UVSP shares?: During the previous two years, 123 institutional investors and hedge funds held shares of Univest Financial. The most heavily invested institutionals were FMR LLC ($73.80M), Dimensional Fund Advisors LP ($58.24M), Vanguard Group Inc. ($47.98M), The Manufacturers Life Insurance Company ($35.55M), Pzena Investment Management LLC ($33.91M), State Street Corp ($24.58M), and Geode Capital Management LLC ($20.74M).Learn more on UVSP's institutional investors.
What percentage of Univest Financial stock is owned by institutional investors?: 75.07% of Univest Financial stock is owned by institutional investors. Learn more on UVSP's institutional investor holdings.
Which institutional investors have been buying Univest Financial stock?: Of the 96 institutional investors that purchased Univest Financial stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Ameriprise Financial Inc. ($260.99K), The Manufacturers Life Insurance Company ($244.33K), American Century Companies Inc. ($232.31K), AQR Capital Management LLC ($214.57K), FMR LLC ($190.66K), Assenagon Asset Management S.A. ($188.13K), and Raymond James Financial Inc. ($155.78K).

How much institutional buying is happening at Univest Financial?: Institutional investors have bought a total of 2,981,204 shares in the last 24 months. This purchase volume represents approximately $69.72M in transactions.
Which Univest Financial major shareholders have been selling company stock?: Of the 60 institutional investors that sold Univest Financial stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Allspring Global Investments Holdings LLC ($508.02K), Pzena Investment Management LLC ($492.35K), The Manufacturers Life Insurance Company ($410.99K), Assenagon Asset Management S.A. ($163.97K), Dimensional Fund Advisors LP ($146.45K), Leeward Investments LLC MA ($113.34K), and UNIVEST FINANCIAL Corp ($100.57K).
How much institutional selling is happening at Univest Financial?: Institutional investors have sold a total of 2,825,784 shares in the last 24 months. This volume of shares sold represents approximately $62.96M in transactions.

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This page (NASDAQ:UVSP) was last updated on 3/25/2025 by MarketBeat.com Staff

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Univest Financial (UVSP) Institutional Ownership

UVSP Institutional Buying and Selling by Quarter

Univest Financial Major Shareholders & Ownership History

UVSP Institutional Ownership - Frequently Asked Questions

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Univest Financial (UVSP) Institutional Ownership

Institutional Ownership Changes (13F Filings) for Univest Financial (NASDAQ:UVSP)

UVSP Institutional Buying and Selling by Quarter

Univest Financial Major Shareholders & Ownership History

UVSP Institutional Ownership - Frequently Asked Questions

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