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 188 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
|
$98.7 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 13, 2025 Q1 2025 |
1,951,007
shares
|
$57.3 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
1,695,235
shares
|
$49.8 Million
0.0% of portfolio
|
Q1 2025
Added 4.27%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,282,311
shares
|
$37.7 Million
0.04% of portfolio
|
Q1 2025
Added 6.46%
|
|
|
Richard Pzena
Pzena Investment Management LLC
|
May 02, 2025 Q1 2025 |
1,143,141
shares
|
$33.6 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
850,899
shares
|
$25 Million
0.0% of portfolio
|
Q1 2025
Reduced 11.3%
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
737,069
shares
|
$21.7 Million
0.0% of portfolio
|
Q1 2025
Added 4.91%
|
|
|
American Century Companies Inc
Kansas City, MO |
May 13, 2025 Q1 2025 |
682,823
shares
|
$20.1 Million
0.01% of portfolio
|
Q1 2025
Added 7.98%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
644,269
shares
|
$18.9 Million
0.03% of portfolio
|
Q1 2025
Added 2.48%
|
|
|
Univest Financial Corp
|
May 08, 2025 Q1 2025 |
520,580
shares
|
$15.3 Million
0.99% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
385,155
shares
|
$11.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.34%
|
|
|
Leeward Investments, LLC Ma
|
Apr 28, 2025 Q1 2025 |
360,025
shares
|
$10.6 Million
0.55% of portfolio
|
Q1 2025
Reduced 4.16%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
329,991
shares
|
$9.7 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
308,430
shares
|
$9.06 Million
0.03% of portfolio
|
Q1 2025
Reduced 21.07%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
307,447
shares
|
$9.03 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
May 14, 2025 Q1 2025 |
283,495
shares
|
$8.33 Million
0.01% of portfolio
|
Q1 2025
Added 18.59%
|
|
|
Endeavour Capital Advisors Inc
Greenwich, CT |
May 13, 2025 Q1 2025 |
256,631
shares
|
$7.54 Million
2.92% of portfolio
|
Q1 2025
Added 6.01%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
235,701
shares
|
$6.92 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.95%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
225,676
shares
|
$6.63 Million
0.0% of portfolio
|
Q1 2025
Reduced 28.56%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
224,241
shares
|
$6.59 Million
0.0% of portfolio
|
Q1 2025
Reduced 16.43%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
211,330
shares
|
$6.21 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
202,654
shares
|
$5.95 Million
0.15% of portfolio
|
Q1 2025
Added 2.06%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
200,699
shares
|
$5.9 Million
0.0% of portfolio
|
Q1 2025
Added 131.06%
|
|
|
Sei Investments CO
Oaks, PA |
May 14, 2025 Q1 2025 |
179,685
shares
|
$5.28 Million
0.01% of portfolio
|
Q1 2025
Added 5.46%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
May 05, 2025 Q1 2025 |
174,631
shares
|
$5.13 Million
0.01% of portfolio
|
Q1 2025
New holding
|