Institutional shares held 20 Million
400 calls
0 puts
Total value of holdings $601M
$12K calls
$0 puts
Market Cap $878M
29,242,500 Shares Out.
Institutional ownership 68.5%
# of Institutions 190


Latest Institutional Activity in UVSP

Top Purchases

Q2 2025
Arrowstreet Capital, Limited Partnership Shares Held: 360K ($10.8M)
Q2 2025
Nuveen, LLC Shares Held: 160K ($4.8M)
Q2 2025
Geode Capital Management, LLC Shares Held: 774K ($23.2M)
Q2 2025
Vanguard Group Inc Shares Held: 1.73M ($51.8M)
Q2 2025
Hotchkis & Wiley Capital Management LLC Shares Held: 338K ($10.2M)

Top Sells

Q2 2025
Pzena Investment Management LLC Shares Held: 888K ($26.7M)
Q2 2025
Ubs Group Ag Shares Held: 139K ($4.17M)
Q2 2025
Dimensional Fund Advisors LP Shares Held: 1.91M ($57.3M)
Q2 2025
Northern Trust Corp Shares Held: 310K ($9.31M)
Q2 2025
Renaissance Technologies LLC Shares Held: 625K ($18.8M)

About UVSP

Univest Financial Corporation operates as the bank holding company for Univest Bank and Trust Co. that provides banking products and services primarily in Pennsylvania. It operates through three segments: Banking, Wealth Management, and Insurance. The Banking segment provides a range of banking services, such as deposit taking, loan origination and servicing, mortgage banking, other general banking, and equipment lease financing services for individuals, businesses, municipalities, and nonprofit organizations. The Wealth Management segment offers investment advisory, financial planning, and trust and brokerage services for private families and individuals, municipal pension plans, retirement plans, and trusts and guardianships. The Insurance segment provides commercial property and casualty insurance, employee benefits solutions, personal insurance lines, and human resources consulting services. It serves customers primarily in Bucks, Berks, Chester, Cumberland, Dauphin, Delaware, Lancaster, Lehigh, Montgomery, Northampton, Philadelphia, and York counties in Pennsylvania; and Atlantic, Burlington, and Cape May counties in New Jersey through 37 banking offices. The company was formerly known as Univest Corporation of Pennsylvania and changed its name to Univest Financial Corporation in January 2019. Univest Financial Corporation was founded in 1876 and is headquartered in Souderton, Pennsylvania.


Insider Transactions at UVSP

Insider Transaction List

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
84.4K Shares
From 21 Insiders
Exercise of conversion of derivative security 79.1K shares
Open market or private purchase 3.85K shares
Other acquisition or disposition 1.4K shares
Sell / Disposition
42K Shares
From 8 Insiders
Payment of exercise price or tax liability 21K shares
Open market or private sale 21.1K shares

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