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 196 institutions that hold shares in the stock, with a total of 20.2 Million shares, which have been reported (via 13F filing form) to have a value of $621 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
|
$103 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 12, 2025 Q3 2025 |
1,897,470
shares
|
$58.3 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
1,741,938
shares
|
$53.6 Million
0.0% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
1,327,838
shares
|
$40.8 Million
0.04% of portfolio
|
Q3 2025
Reduced 10.03%
|
|
|
Richard Pzena
Pzena Investment Management LLC
|
Nov 07, 2025 Q3 2025 |
890,902
shares
|
$27.4 Million
0.09% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
889,231
shares
|
$27.3 Million
0.0% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
802,805
shares
|
$24.7 Million
0.0% of portfolio
|
Q3 2025
Added 3.76%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
677,845
shares
|
$20.8 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
643,289
shares
|
$19.8 Million
0.03% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
Univest Financial Corp
|
Oct 30, 2025 Q3 2025 |
505,323
shares
|
$15.5 Million
0.87% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Leeward Investments, LLC Ma
|
Nov 06, 2025 Q3 2025 |
339,250
shares
|
$10.4 Million
0.53% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Nov 13, 2025 Q3 2025 |
319,313
shares
|
$9.82 Million
0.01% of portfolio
|
Q3 2025
Reduced 11.24%
|
|
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
314,959
shares
|
$9.68 Million
0.03% of portfolio
|
Q3 2025
Reduced 6.91%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
309,765
shares
|
$9.53 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
301,745
shares
|
$9.28 Million
0.01% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
275,163
shares
|
$8.46 Million
0.0% of portfolio
|
Q3 2025
Added 39.01%
|
|
|
Endeavour Capital Advisors Inc
Greenwich, CT |
Nov 07, 2025 Q3 2025 |
257,112
shares
|
$7.91 Million
2.66% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
239,322
shares
|
$7.36 Million
0.0% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
231,153
shares
|
$7.11 Million
0.0% of portfolio
|
Q3 2025
Reduced 14.69%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
229,183
shares
|
$7.05 Million
0.01% of portfolio
|
Q3 2025
Added 17.28%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
214,185
shares
|
$6.59 Million
0.15% of portfolio
|
Q3 2025
Added 4.07%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
199,468
shares
|
$6.13 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.84%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
195,944
shares
|
$6.03 Million
0.0% of portfolio
|
Q3 2025
Added 17.95%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Nov 04, 2025 Q3 2025 |
189,045
shares
|
$5.81 Million
0.01% of portfolio
|
Q3 2025
Added 2.94%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
170,857
shares
|
$5.25 Million
0.0% of portfolio
|
Q3 2025
Added 27.83%
|
|