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 176 institutions that hold shares in the stock, with a total of 20 Million shares, which have been reported (via 13F filing form) to have a value of $579 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| 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
|
$96.9 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Feb 13, 2025 Q4 2024 |
1,973,468
shares
|
$56.9 Million
0.01% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
1,625,773
shares
|
$46.9 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,204,530
shares
|
$34.7 Million
0.03% of portfolio
|
Q4 2024
Added 6.73%
|
|
|
Richard Pzena
Pzena Investment Management LLC
|
Feb 07, 2025 Q4 2024 |
1,149,117
shares
|
$33.1 Million
0.12% of portfolio
|
Q4 2024
Reduced 3.42%
|
|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
959,260
shares
|
$27.7 Million
0.0% of portfolio
|
Q4 2024
Added 9.83%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
702,572
shares
|
$20.3 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
American Century Companies Inc
Kansas City, MO |
Feb 11, 2025 Q4 2024 |
632,354
shares
|
$18.2 Million
0.01% of portfolio
|
Q4 2024
Added 12.7%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
628,689
shares
|
$18.1 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.41%
|
|
|
Univest Financial Corp
|
Feb 11, 2025 Q4 2024 |
531,828
shares
|
$15.3 Million
1.02% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
398,475
shares
|
$11.5 Million
0.0% of portfolio
|
Q4 2024
Added 189.83%
|
|
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
390,770
shares
|
$11.3 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Leeward Investments, LLC Ma
|
Feb 03, 2025 Q4 2024 |
375,663
shares
|
$10.8 Million
0.56% of portfolio
|
Q4 2024
Reduced 6.92%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
339,290
shares
|
$9.78 Million
0.0% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
315,899
shares
|
$9.11 Million
0.0% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
309,248
shares
|
$8.92 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.5%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
268,332
shares
|
$7.74 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
245,387
shares
|
$7.07 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Endeavour Capital Advisors Inc
Greenwich, CT |
Feb 12, 2025 Q4 2024 |
242,084
shares
|
$6.98 Million
2.41% of portfolio
|
Q4 2024
Reduced 11.39%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Feb 12, 2025 Q4 2024 |
239,059
shares
|
$6.89 Million
0.01% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
211,771
shares
|
$6.11 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
198,567
shares
|
$5.72 Million
0.14% of portfolio
|
Q4 2024
Reduced 8.44%
|
|
|
Royce & Associates LP
|
Feb 10, 2025 Q4 2024 |
182,451
shares
|
$5.26 Million
0.05% of portfolio
|
Q4 2024
Reduced 25.06%
|
|
|
Prudential Financial Inc
Newark, NJ |
Feb 11, 2025 Q4 2024 |
173,024
shares
|
$4.99 Million
0.01% of portfolio
|
Q4 2024
Added 23.04%
|
|
|
Sei Investments CO
Oaks, PA |
Feb 11, 2025 Q4 2024 |
170,389
shares
|
$4.91 Million
0.01% of portfolio
|
Q4 2024
Added 0.16%
|