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 160 institutions that hold shares in the stock, with a total of 19.5 Million shares, which have been reported (via 13F filing form) to have a value of $578 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
|
$99.7 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 07, 2024 Q3 2024 |
1,972,731
shares
|
$58.6 Million
0.01% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
1,656,102
shares
|
$49.2 Million
0.0% of portfolio
|
Q3 2024
Added 5.36%
|
|
|
Richard Pzena
Pzena Investment Management LLC
|
Nov 08, 2024 Q3 2024 |
1,189,748
shares
|
$35.3 Million
0.11% of portfolio
|
Q3 2024
Reduced 6.19%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
1,128,566
shares
|
$33.5 Million
0.03% of portfolio
|
Q3 2024
Reduced 6.76%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
873,371
shares
|
$25.9 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
704,445
shares
|
$20.9 Million
0.0% of portfolio
|
Q3 2024
Added 3.49%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
650,889
shares
|
$19.3 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2024 Q3 2024 |
561,089
shares
|
$16.7 Million
0.01% of portfolio
|
Q3 2024
Added 16.39%
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
531,448
shares
|
$15.8 Million
0.99% of portfolio
|
Q3 2024
Added 31.48%
|
|
|
Leeward Investments, LLC Ma
|
Oct 31, 2024 Q3 2024 |
403,576
shares
|
$12 Million
0.54% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
394,900
shares
|
$11.7 Million
0.04% of portfolio
|
Q3 2024
Reduced 12.83%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
330,106
shares
|
$9.8 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
323,832
shares
|
$9.61 Million
0.01% of portfolio
|
Q3 2024
Reduced 16.56%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
313,371
shares
|
$9.3 Million
0.0% of portfolio
|
Q3 2024
Added 36.4%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
276,465
shares
|
$8.21 Million
0.0% of portfolio
|
Q3 2024
Added 23.45%
|
|
|
Endeavour Capital Advisors Inc
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
273,189
shares
|
$8.11 Million
2.5% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
245,883
shares
|
$7.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
|
Royce & Associates LP
|
Nov 06, 2024 Q3 2024 |
243,466
shares
|
$7.23 Million
0.07% of portfolio
|
Q3 2024
Reduced 10.07%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Nov 14, 2024 Q3 2024 |
235,290
shares
|
$6.99 Million
0.01% of portfolio
|
Q3 2024
Added 203.92%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
216,870
shares
|
$6.44 Million
0.14% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
212,513
shares
|
$6.31 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.76%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
171,622
shares
|
$5.1 Million
0.0% of portfolio
|
Q2 2024
Reduced 28.61%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
170,122
shares
|
$5.05 Million
0.01% of portfolio
|
Q3 2024
Added 20.11%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
140,624
shares
|
$4.18 Million
0.01% of portfolio
|
Q3 2024
Added 12.3%
|