Institutional Ownership Univest Financial Corp (UVSP)
This table provides information about the institutional ownership of Univest Financial Corp (UVSP). We have compiled data on the 191 institutions that hold shares in the stock, with a total of 20.4 Million shares, which have been reported (via 13F filing form) to have a value of $611 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,359,688
shares
|
$101 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Aug 12, 2025 Q2 2025 |
1,910,039
shares
|
$57.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
1,725,256
shares
|
$51.8 Million
0.0% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,475,872
shares
|
$44.3 Million
0.04% of portfolio
|
Q2 2025
Added 15.09%
|
|
|
Richard Pzena
Pzena Investment Management LLC
|
Jul 25, 2025 Q2 2025 |
888,209
shares
|
$26.7 Million
0.09% of portfolio
|
Q2 2025
Reduced 22.3%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
872,632
shares
|
$26.2 Million
0.0% of portfolio
|
Q2 2025
Added 2.55%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
773,731
shares
|
$23.2 Million
0.0% of portfolio
|
Q2 2025
Added 4.97%
|
|
|
American Century Companies Inc
Kansas City, MO |
Aug 12, 2025 Q2 2025 |
688,723
shares
|
$20.7 Million
0.01% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
625,489
shares
|
$18.8 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.91%
|
|
|
Univest Financial Corp
|
Aug 04, 2025 Q2 2025 |
503,000
shares
|
$15.1 Million
0.93% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Aug 13, 2025 Q2 2025 |
359,737
shares
|
$10.8 Million
0.01% of portfolio
|
Q2 2025
Added 26.89%
|
|
|
Leeward Investments, LLC Ma
|
Jul 31, 2025 Q2 2025 |
346,897
shares
|
$10.4 Million
0.56% of portfolio
|
Q2 2025
Reduced 3.65%
|
|
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
338,330
shares
|
$10.2 Million
0.04% of portfolio
|
Q2 2025
Added 9.69%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
310,206
shares
|
$9.31 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.0%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
299,403
shares
|
$8.99 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
270,950
shares
|
$8.13 Million
0.0% of portfolio
|
Q2 2025
Added 20.06%
|
|
|
Endeavour Capital Advisors Inc
Greenwich, CT |
Aug 13, 2025 Q2 2025 |
256,631
shares
|
$7.7 Million
2.84% of portfolio
|
Q1 2025
Added 6.01%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
238,262
shares
|
$7.15 Million
0.0% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
207,875
shares
|
$6.24 Million
0.0% of portfolio
|
Q2 2025
Reduced 46.03%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
207,439
shares
|
$6.23 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
205,811
shares
|
$6.18 Million
0.16% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
197,948
shares
|
$5.94 Million
0.0% of portfolio
|
Q2 2025
Reduced 11.73%
|
|
|
Sei Investments CO
Oaks, PA |
Aug 14, 2025 Q2 2025 |
195,411
shares
|
$5.87 Million
0.01% of portfolio
|
Q2 2025
Added 8.75%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Jul 28, 2025 Q2 2025 |
183,652
shares
|
$5.51 Million
0.01% of portfolio
|
Q2 2025
Added 5.17%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
166,122
shares
|
$4.99 Million
0.0% of portfolio
|
Q2 2025
Added 25.94%
|