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Univest Financial (UVSP) Institutional Ownership

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$30.08 -0.15 (-0.50%)
As of 01:18 PM Eastern
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Institutional Ownership Changes (13F Filings) for Univest Financial (NASDAQ:UVSP)

Current
Institutional Ownership
Percentage
75.07%
Number of
Institutional Buyers
(last 12 months)
65
Total
Institutional Inflows
(last 12 months)
$40.62M
Number of
Institutional Sellers
(last 12 months)
45
Total
Institutional Outflows
(last 12 months)
$33.01M
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UVSP Institutional Buying and Selling by Quarter

Univest Financial Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC43,946$1.30M0.0%-7.9%0.151%
2/17/2025 Two Sigma Investments LP31,072$917K0.0%-36.7%0.107%
2/17/2025 Two Sigma Advisers LP40,880$1.21M0.0%-31.0%0.141%
2/17/2025 Rafferty Asset Management LLC20,901$617K0.0%+8.7%0.072%
2/17/2025 ProShare Advisors LLC8,148$240K0.0%N/A0.028%
2/17/2025 Nuveen Asset Management LLC136,397$4.03M0.0%-20.5%0.470%
2/17/2025 Millennium Management LLC19,297$569K0.0%-33.7%0.066%
2/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.16,468$486K0.0%+3.9%0.057%
2/17/2025 Deutsche Bank AG28,505$841K0.0%+57.0%0.098%
2/17/2025 Bridgeway Capital Management LLC198,567$5.86M0.1%-8.4%0.684%
2/17/2025 Cary Street Partners Financial LLC11,988$354K0.0%N/A0.041%
2/17/2025 Bank of America Corp DE132,333$3.91M0.0%+23.1%0.456%
2/17/2025 BNP Paribas Financial Markets23,840$704K0.0%+94.1%0.082%
2/17/2025 Ameriprise Financial Inc.398,475$11.76M0.0%+189.8%1.372%
2/14/2025 Comerica Bank6,648$196K0.0%-10.8%0.023%
2/14/2025 AQR Capital Management LLC309,248$9.13M0.0%-4.5%1.065%
2/14/2025 Northern Trust Corp339,290$10.01M0.0%+2.8%1.168%
2/14/2025 The Manufacturers Life Insurance Company 1,204,530$35.55M0.0%+6.7%4.147%
2/14/2025 Tudor Investment Corp ET AL39,593$1.17M0.0%+68.8%0.136%
2/14/2025 Two Sigma Securities LLC11,304$334K0.0%N/A0.039%
2/14/2025 Voya Investment Management LLC10,043$296K0.0%-8.0%0.035%
2/14/2025 Price T Rowe Associates Inc. MD32,910$972K0.0%+5.6%0.113%
2/14/2025 State of Tennessee Department of Treasury8,284$244K0.0%N/A0.029%
2/14/2025 Tower Research Capital LLC TRC 1,003$30K0.0%+161.2%0.003%
2/14/2025 MetLife Investment Management LLC17,559$518K0.0%+5.8%0.060%
2/14/2025 Dimensional Fund Advisors LP1,973,468$58.24M0.0%+0.0%6.796%
2/13/2025 CANADA LIFE ASSURANCE Co3,940$116K0.0%-31.5%0.014%
2/13/2025 Zacks Investment Management9,793$289K0.0%N/A0.034%
2/13/2025 Keeley Teton Advisors LLC15,192$448K0.1%-13.7%0.052%
2/13/2025 Barclays PLC73,185$2.16M0.0%+9.9%0.252%
2/13/2025 Sterling Capital Management LLC18,216$538K0.0%+4.7%0.063%
2/13/2025 LSV Asset Management14,900$440K0.0%-29.0%0.051%
2/13/2025 Raymond James Financial Inc.77,891$2.30M0.0%N/A0.268%
2/13/2025 Martingale Asset Management L P77,877$2.30M0.1%+8.9%0.268%
2/13/2025 Renaissance Technologies LLC628,689$18.55M0.0%-3.4%2.165%
2/13/2025 Legal & General Group Plc28,530$842K0.0%+1.9%0.098%
2/13/2025 Invesco Ltd.85,901$2.54M0.0%+4.0%0.296%
2/13/2025 Wells Fargo & Company MN18,698$552K0.0%+24.7%0.064%
2/12/2025 ExodusPoint Capital Management LP19,633$579K0.0%N/A0.068%
2/12/2025 Endeavour Capital Advisors Inc.242,084$7.14M2.3%-11.4%0.834%
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2/12/2025 Trexquant Investment LP9,816$290K0.0%N/A0.034%
2/12/2025 Geode Capital Management LLC702,572$20.74M0.0%-0.3%2.419%
2/12/2025 Arrowstreet Capital Limited Partnership239,059$7.06M0.0%+1.6%0.823%
2/12/2025 Pacific Ridge Capital Partners LLC22,096$652K0.1%-20.8%0.076%
2/12/2025 JPMorgan Chase & Co.139,102$4.11M0.0%+34.4%0.479%
2/12/2025 UNIVEST FINANCIAL Corp531,828$15.69M1.0%+0.1%1.831%
2/11/2025 Prudential Financial Inc.173,024$5.11M0.0%+23.0%0.596%
2/11/2025 Corebridge Financial Inc.14,384$424K0.0%-7.0%0.050%
2/11/2025 Vanguard Group Inc.1,625,773$47.98M0.0%-1.8%5.598%
2/11/2025 LPL Financial LLC28,023$827K0.0%-6.9%0.096%
2/11/2025 KLP Kapitalforvaltning AS17,300$511K0.0%N/A0.060%
2/11/2025 American Century Companies Inc.632,354$18.66M0.0%+12.7%2.178%
2/11/2025 Teacher Retirement System of Texas56,148$1.66M0.0%+22.0%0.193%
2/10/2025 Thrivent Financial for Lutherans32,462$958K0.0%-29.1%0.112%
2/10/2025 Royce & Associates LP182,451$5.38M0.1%-25.1%0.628%
2/10/2025 Connor Clark & Lunn Investment Management Ltd.24,722$730K0.0%+66.7%0.085%
2/7/2025 Pzena Investment Management LLC1,149,117$33.91M0.1%-3.4%3.957%
2/7/2025 AlphaQuest LLC14,571$430K0.1%+93.1%0.050%
2/7/2025 PNC Financial Services Group Inc.4,796$142K0.0%+14.8%0.017%
2/6/2025 Raymond James Financial Inc.77,891$2.30M0.0%N/A0.268%
2/6/2025 Victory Capital Management Inc.28,200$832K0.0%+2.5%0.097%
2/6/2025 Charles Schwab Investment Management Inc.245,387$7.24M0.0%-0.2%0.845%
2/5/2025 Bailard Inc.21,132$624K0.0%+1.6%0.073%
2/4/2025 Los Angeles Capital Management LLC26,645$786K0.0%-17.1%0.092%
2/4/2025 Bank of New York Mellon Corp152,028$4.49M0.0%+0.5%0.524%
2/4/2025 Leeward Investments LLC MA375,663$11.09M0.6%-6.9%1.294%
1/30/2025 Everhart Financial Group Inc.27,639$816K0.2%+5.0%0.095%
1/30/2025 Rhumbline Advisers46,768$1.38M0.0%+2.9%0.161%
1/28/2025 Empowered Funds LLC98,430$2.91M0.0%+5.1%0.339%
1/28/2025 BLB&B Advisors LLC23,917$706K0.0%-11.1%0.082%
1/27/2025 Insight Advisors LLC PA11,750$348K0.1%-23.0%0.040%
1/17/2025 Janney Montgomery Scott LLC24,724$730K0.0%+2.0%0.085%
1/17/2025 SG Americas Securities LLC9,682$286K0.0%-5.7%0.033%
1/16/2025 Bernardo Wealth Planning LLC11,930$330K0.1%-7.7%0.041%
1/15/2025 Wedge Capital Management L L P NC23,239$686K0.0%-3.0%0.080%
1/14/2025 Assenagon Asset Management S.A.115,529$3.41M0.0%-49.4%0.398%
12/26/2024 JPMorgan Chase & Co.103,531$2.91M0.0%+64.4%0.356%
11/27/2024 Franklin Resources Inc.48,312$1.35M0.0%+35.9%0.166%
11/25/2024 Wilmington Savings Fund Society FSB2,802$79K0.0%N/A0.010%
11/16/2024 Geode Capital Management LLC704,445$19.83M0.0%+3.5%2.426%
11/15/2024 Barclays PLC66,603$1.88M0.0%+91.3%0.229%
11/15/2024 Jane Street Group LLC48,782$1.37M0.0%+75.8%0.168%
11/15/2024 State Street Corp873,371$24.58M0.0%-2.0%3.007%
11/15/2024 Hotchkis & Wiley Capital Management LLC394,900$11.11M0.0%-12.8%1.360%
11/15/2024 Centiva Capital LP7,431$209K0.0%N/A0.026%
11/14/2024 Martingale Asset Management L P71,530$2.01M0.0%+58.8%0.246%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC47,700$1.34M0.0%+16.2%0.164%
11/13/2024 BNP Paribas Financial Markets12,285$346K0.0%-39.8%0.042%
11/13/2024 FMR LLC2,622,475$73.80M0.0%-0.3%9.031%
11/13/2024 The Manufacturers Life Insurance Company1,128,566$31.76M0.0%-6.8%3.886%
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11/12/2024 Charles Schwab Investment Management Inc.245,883$6.92M0.0%-4.2%0.847%
11/8/2024 Pzena Investment Management LLC1,189,748$33.48M0.1%-6.2%4.097%
11/8/2024 Connor Clark & Lunn Investment Management Ltd.14,832$417K0.0%N/A0.051%
11/7/2024 Thrivent Financial for Lutherans45,786$1.29M0.0%-13.6%0.158%
11/6/2024 Empowered Funds LLC93,691$2.64M0.0%+5.3%0.323%
11/6/2024 Royce & Associates LP243,466$6.85M0.1%-10.1%0.838%
11/5/2024 Victory Capital Management Inc.27,500$774K0.0%-8.3%0.095%
11/4/2024 Los Angeles Capital Management LLC32,145$905K0.0%-10.6%0.111%
11/1/2024 Capital Performance Advisors LLP901$25K0.0%N/A0.003%
10/31/2024 Leeward Investments LLC MA403,576$11.36M0.5%-0.3%1.379%
(Data available from 1/1/2016 forward)

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 2,825,359 shares in the last 24 months. This volume of shares sold represents approximately $62.95M in transactions.


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This page (NASDAQ:UVSP) was last updated on 2/21/2025 by MarketBeat.com Staff
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