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Univest Financial (UVSP) Institutional Ownership

Univest Financial logo
$29.69 +0.27 (+0.92%)
As of 01/17/2025 04:00 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)
45
Total
Institutional Inflows
(last 12 months)
$18.78M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$27.02M
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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
1/17/2025Janney Montgomery Scott LLC24,724$730K0.0%+2.0%0.085%
1/17/2025SG Americas Securities LLC9,682$286K0.0%-5.7%0.033%
1/16/2025Bernardo 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%
12/26/2024JPMorgan Chase & Co.103,531$2.91M0.0%+64.4%0.356%
11/27/2024Franklin Resources Inc.48,312$1.35M0.0%+35.9%0.166%
11/25/2024Wilmington Savings Fund Society FSB2,802$79K0.0%N/A0.010%
11/16/2024Geode Capital Management LLC704,445$19.83M0.0%+3.5%2.426%
11/15/2024Barclays PLC66,603$1.88M0.0%+91.3%0.229%
11/15/2024Jane Street Group LLC48,782$1.37M0.0%+75.8%0.168%
11/15/2024State Street Corp873,371$24.58M0.0%-2.0%3.007%
11/15/2024Hotchkis & Wiley Capital Management LLC394,900$11.11M0.0%-12.8%1.360%
11/15/2024Centiva Capital LP7,431$209K0.0%N/A0.026%
11/14/2024Martingale Asset Management L P71,530$2.01M0.0%+58.8%0.246%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC47,700$1.34M0.0%+16.2%0.164%
11/13/2024BNP Paribas Financial Markets12,285$346K0.0%-39.8%0.042%
11/13/2024FMR LLC2,622,475$73.80M0.0%-0.3%9.031%
11/13/2024The Manufacturers Life Insurance Company1,128,566$31.76M0.0%-6.8%3.886%
11/12/2024Charles Schwab Investment Management Inc.245,883$6.92M0.0%-4.2%0.847%
11/8/2024Pzena Investment Management LLC1,189,748$33.48M0.1%-6.2%4.097%
11/8/2024Connor Clark & Lunn Investment Management Ltd.14,832$417K0.0%N/A0.051%
11/7/2024Thrivent Financial for Lutherans45,786$1.29M0.0%-13.6%0.158%
11/6/2024Empowered Funds LLC93,691$2.64M0.0%+5.3%0.323%
11/6/2024Royce & Associates LP243,466$6.85M0.1%-10.1%0.838%
11/5/2024Victory Capital Management Inc.27,500$774K0.0%-8.3%0.095%
11/4/2024Los Angeles Capital Management LLC32,145$905K0.0%-10.6%0.111%
11/1/2024Capital Performance Advisors LLP901$25K0.0%N/A0.003%
10/31/2024Leeward Investments LLC MA403,576$11.36M0.5%-0.3%1.379%
10/24/2024 Wealth Enhancement Advisory Services LLC8,508$239K0.0%N/A0.029%
10/23/2024 Assenagon Asset Management S.A.228,321$6.43M0.0%+57.5%0.783%
10/22/2024 International Assets Investment Management LLC1,463$41K0.0%+2,713.5%0.005%
10/22/2024BLB&B Advisors LLC26,916$757K0.0%-18.8%0.092%
10/19/2024Compass Ion Advisors LLC36,864$1.04M0.1%-3.9%0.126%
10/11/2024Creative Planning54,132$1.52M0.0%+34.6%0.186%
10/11/2024 Wedge Capital Management L L P NC23,963$674K0.0%-14.7%0.082%
10/8/2024CWM LLC6,196$174K0.0%+66.1%0.021%
10/3/2024SG Americas Securities LLC10,262$289K0.0%N/A0.035%
9/16/2024Cubist Systematic Strategies LLC14,541$332K0.0%-58.8%0.050%
8/26/2024Ariadne Wealth Management LP10,137$231K0.1%N/A0.035%
8/16/2024Creative Planning40,220$918K0.0%+21.9%0.137%
8/15/2024The Manufacturers Life Insurance Company1,210,351$27.63M0.0%+1.0%4.149%
8/15/2024Endeavour Capital Advisors Inc.284,939$6.51M2.3%-0.5%0.977%
8/15/2024AQR Capital Management LLC388,080$8.86M0.0%-3.8%1.330%
8/14/2024Cubist Systematic Strategies LLC14,541$332K0.0%-58.8%0.050%
8/13/2024Thrivent Financial for Lutherans53,021$1.21M0.0%-8.5%0.182%
8/13/2024Sei Investments Co.141,638$3.23M0.0%+19.0%0.486%
8/9/2024Renaissance Technologies LLC659,289$15.05M0.0%-0.1%2.260%
8/9/2024Dimensional Fund Advisors LP1,958,549$44.71M0.0%-1.0%6.714%
8/8/2024American Century Companies Inc.482,089$11.01M0.0%+21.0%1.647%
8/8/2024State of New Jersey Common Pension Fund D87,072$1.99M0.0%-35.8%0.297%
8/6/2024Quest Partners LLC7,636$174K0.0%-53.8%0.026%
8/6/2024Los Angeles Capital Management LLC35,945$821K0.0%-11.1%0.123%
8/6/2024UNIVEST FINANCIAL Corp404,209$9.23M2.6%-0.3%1.386%
8/5/2024Victory Capital Management Inc.30,000$685K0.0%-39.8%0.103%
8/2/2024Pzena Investment Management LLC1,268,250$28.95M0.1%-3.8%4.348%
8/1/2024Rhumbline Advisers47,766$1.09M0.0%+1.1%0.163%
7/29/2024Innealta Capital LLC1,236$28K0.0%N/A0.004%
7/26/2024Bank of New York Mellon Corp174,115$3.98M0.0%+4.0%0.595%
7/24/2024Everhart Financial Group Inc.22,173$506K0.1%+15.1%0.076%
7/19/2024Leeward Investments LLC MA404,942$9.25M0.4%+5.6%1.383%
7/18/2024 Assenagon Asset Management S.A.145,009$3.31M0.0%+5.1%0.495%
7/17/2024 Wedge Capital Management L L P NC28,092$641K0.0%-12.3%0.096%
7/10/2024CWM LLC3,731$85K0.0%+212.7%0.013%
5/17/2024Comerica Bank8,609$179K0.0%+11,533.8%0.029%
5/16/2024California State Teachers Retirement System29,452$613K0.0%-5.1%0.101%
5/15/2024Price T Rowe Associates Inc. MD40,578$845K0.0%-10.7%0.139%
5/10/2024Vanguard Group Inc.1,571,213$32.71M0.0%+1.2%5.368%
5/9/2024Pacific Ridge Capital Partners LLC37,363$778K0.2%-20.6%0.128%
5/9/2024State Board of Administration of Florida Retirement System22,336$465K0.0%N/A0.076%
5/7/2024Sei Investments Co.118,994$2.48M0.0%+28.3%0.407%
5/7/2024Bernardo Wealth Planning LLC12,493$260K0.1%N/A0.043%
5/7/2024Empowered Funds LLC82,701$1.72M0.0%+8.0%0.283%
5/3/2024Pzena Investment Management LLC1,318,891$27.46M0.1%-9.6%4.506%
5/1/2024BNP Paribas Financial Markets19,713$410K0.0%+10.7%0.067%
4/24/2024 Assenagon Asset Management S.A.137,910$2.87M0.0%-22.1%0.467%
4/19/2024Leeward Investments LLC MA383,392$7.98M0.4%-4.1%1.298%
3/22/2024PNC Financial Services Group Inc.4,281$94K0.0%+95.7%0.014%
2/13/2024The Manufacturers Life Insurance Company1,197,934$26.39M0.0%+8.9%4.059%
2/12/2024Parallel Advisors LLC2,271$50K0.0%+307.7%0.008%
2/9/2024Pzena Investment Management LLC1,458,921$32.14M0.1%-5.0%4.944%
2/8/2024Quadrant Capital Group LLC9,062$200K0.0%+82.9%0.031%
2/7/2024Boston Partners439,664$9.59M0.0%+4.7%1.490%
2/7/2024Dimensional Fund Advisors LP1,957,085$43.12M0.0%-1.0%6.632%
2/7/2024BNP Paribas Financial Markets17,804$392K0.0%-23.9%0.060%
2/7/2024Teacher Retirement System of Texas27,335$602K0.0%-22.9%0.093%
2/6/2024Charles Schwab Investment Management Inc.303,331$6.68M0.0%+0.9%1.028%
2/6/2024UNIVEST FINANCIAL Corp435,164$9.59M2.8%-16.1%1.475%
2/6/2024Swiss National Bank58,078$1.28M0.0%-10.3%0.197%
2/5/2024Victory Capital Management Inc.47,800$1.05M0.0%+14.1%0.162%
2/5/2024Cary Street Partners Investment Advisory LLC10,238$226K0.1%-16.0%0.035%
2/2/2024Leeward Investments LLC MA399,852$8.81M0.4%-0.7%1.355%
2/2/2024Stanley Laman Group Ltd.9,884$218K0.0%N/A0.033%
2/2/2024State of New Jersey Common Pension Fund D135,564$2.99M0.0%-14.3%0.459%
2/2/2024Bailard Inc.33,400$736K0.0%+203.6%0.113%
2/1/2024 Wedge Capital Management L L P NC23,568$519K0.0%+11.6%0.080%
2/1/2024Signaturefd LLC2,853$63K0.0%+212.8%0.010%
2/1/2024Lindbrook Capital LLC1,227$27K0.0%+1,787.7%0.004%
1/30/2024Strs Ohio29,600$652K0.0%-13.5%0.100%
1/25/2024Allspring Global Investments Holdings LLC5,597$123K0.0%+27.1%0.019%
(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, 95 institutional investors and hedge funds held shares of Univest Financial. The most heavily invested institutionals were FMR LLC ($73.80M), Dimensional Fund Advisors LP ($44.71M), Pzena Investment Management LLC ($33.48M), Vanguard Group Inc. ($32.71M), The Manufacturers Life Insurance Company ($31.76M), State Street Corp ($24.58M), and Geode Capital Management LLC ($19.83M).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 74 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: Boston Partners ($468.68K), AQR Capital Management LLC ($214.57K), The Manufacturers Life Insurance Company ($208.45K), FMR LLC ($190.66K), Assenagon Asset Management S.A. ($188.13K), American Century Companies Inc. ($161.05K), and Hotchkis & Wiley Capital Management LLC ($90.43K).

How much institutional buying is happening at Univest Financial?

Institutional investors have bought a total of 2,718,764 shares in the last 24 months. This purchase volume represents approximately $59.93M in transactions.

Which Univest Financial major shareholders have been selling company stock?

Of the 50 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 ($518.69K), Pzena Investment Management LLC ($507.25K), The Manufacturers Life Insurance Company ($410.99K), Assenagon Asset Management S.A. ($163.97K), Dimensional Fund Advisors LP ($146.45K), UNIVEST FINANCIAL Corp ($116.20K), and State of New Jersey Common Pension Fund D ($114.18K).

How much institutional selling is happening at Univest Financial?

Institutional investors have sold a total of 2,646,512 shares in the last 24 months. This volume of shares sold represents approximately $56.99M in transactions.


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This page (NASDAQ:UVSP) was last updated on 1/18/2025 by MarketBeat.com Staff
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