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 |
|---|---|---|---|---|---|
|
Nuveen, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
159,928
shares
|
$4.8 Million
0.0% of portfolio
|
Q2 2025
Added 34.03%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
150,501
shares
|
$4.52 Million
0.0% of portfolio
|
Q1 2025
Added 8.19%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
139,020
shares
|
$4.17 Million
0.0% of portfolio
|
Q2 2025
Reduced 30.73%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
136,397
shares
|
$4.09 Million
0.0% of portfolio
|
Q4 2024
Reduced 20.52%
|
|
|
Monarch Partners Asset Management LLC
|
Feb 02, 2023 Q4 2022 |
134,456
shares
|
$4.04 Million
1.07% of portfolio
|
Q4 2022
Added 0.24%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
133,663
shares
|
$4.01 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Royce & Associates LP
|
Aug 11, 2025 Q2 2025 |
131,336
shares
|
$3.94 Million
0.04% of portfolio
|
Q1 2025
Reduced 28.02%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
111,681
shares
|
$3.35 Million
0.01% of portfolio
|
Q2 2025
Added 63.97%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
105,674
shares
|
$3.17 Million
0.04% of portfolio
|
Q2 2025
Added 3.08%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
99,670
shares
|
$2.99 Million
0.0% of portfolio
|
Q2 2025
Added 24.75%
|
|
|
Prudential Financial Inc
Newark, NJ |
Aug 12, 2025 Q2 2025 |
92,405
shares
|
$2.77 Million
0.0% of portfolio
|
Q2 2025
Added 6.66%
|
|
|
State Of New Jersey Common Pension Fund D
|
Jul 31, 2025 Q2 2025 |
89,764
shares
|
$2.69 Million
0.01% of portfolio
|
Q1 2025
Added 3.09%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
86,137
shares
|
$2.59 Million
0.0% of portfolio
|
Q2 2025
Added 83.86%
|
|
|
Martingale Asset Management L P
Boston, MA |
Aug 11, 2025 Q2 2025 |
78,360
shares
|
$2.35 Million
0.06% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
76,989
shares
|
$2.31 Million
0.0% of portfolio
|
Q2 2025
Added 36.24%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Aug 14, 2025 Q2 2025 |
75,680
shares
|
$2.27 Million
0.0% of portfolio
|
Q2 2025
Added 61.09%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
71,105
shares
|
$2.13 Million
0.0% of portfolio
|
Q2 2025
Added 24.38%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
63,913
shares
|
$1.92 Million
0.0% of portfolio
|
Q2 2025
Reduced 19.37%
|
|
|
Swiss National Bank
Zurich, V8 |
May 12, 2025 Q1 2025 |
56,278
shares
|
$1.69 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
49,982
shares
|
$1.5 Million
0.0% of portfolio
|
Q2 2025
Added 4.43%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 01, 2025 Q2 2025 |
48,600
shares
|
$1.46 Million
0.07% of portfolio
|
Q2 2025
Reduced 3.62%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
48,031
shares
|
$1.44 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.15%
|
|
|
Rhumbline Advisers
Boston, MA |
Aug 12, 2025 Q2 2025 |
44,708
shares
|
$1.34 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Aug 13, 2025 Q2 2025 |
42,763
shares
|
$1.28 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
42,720
shares
|
$1.28 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.38%
|