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 187 institutions that hold shares in the stock, with a total of 20.3 Million shares, which have been reported (via 13F filing form) to have a value of $651 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
150,501
shares
|
$4.82 Million
0.0% of portfolio
|
Q1 2025
Added 8.19%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
136,397
shares
|
$4.37 Million
0.0% of portfolio
|
Q4 2024
Reduced 20.52%
|
|
|
Monarch Partners Asset Management LLC
|
Feb 02, 2023 Q4 2022 |
134,456
shares
|
$4.3 Million
1.07% of portfolio
|
Q4 2022
Added 0.24%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
131,902
shares
|
$4.22 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Royce & Associates LP
|
May 06, 2025 Q1 2025 |
131,336
shares
|
$4.2 Million
0.04% of portfolio
|
Q1 2025
Reduced 28.02%
|
|
|
Nuveen, LLC
Charlotte, NC |
May 12, 2025 Q1 2025 |
119,324
shares
|
$3.82 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
102,517
shares
|
$3.28 Million
0.04% of portfolio
|
Q1 2025
Added 4.15%
|
|
|
Assenagon Asset Management S.A.
|
Apr 15, 2025 Q1 2025 |
100,197
shares
|
$3.21 Million
0.01% of portfolio
|
Q1 2025
Reduced 13.27%
|
|
|
State Of New Jersey Common Pension Fund D
|
May 13, 2025 Q1 2025 |
89,764
shares
|
$2.87 Million
0.01% of portfolio
|
Q1 2025
Added 3.09%
|
|
|
Prudential Financial Inc
Newark, NJ |
May 13, 2025 Q1 2025 |
86,634
shares
|
$2.77 Million
0.0% of portfolio
|
Q1 2025
Reduced 49.93%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
79,896
shares
|
$2.56 Million
0.0% of portfolio
|
Q1 2025
Added 2.57%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
79,265
shares
|
$2.54 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.73%
|
|
|
Martingale Asset Management L P
Boston, MA |
May 14, 2025 Q1 2025 |
78,087
shares
|
$2.5 Million
0.06% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
68,112
shares
|
$2.18 Million
0.0% of portfolio
|
Q1 2025
Added 119.21%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
57,166
shares
|
$1.83 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.12%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
56,509
shares
|
$1.81 Million
0.0% of portfolio
|
Q1 2025
Reduced 22.79%
|
|
|
Swiss National Bank
Zurich, V8 |
May 12, 2025 Q1 2025 |
56,278
shares
|
$1.8 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
51,728
shares
|
$1.66 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
50,427
shares
|
$1.61 Million
0.07% of portfolio
|
Q2 2020
Added 0.13%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
47,861
shares
|
$1.53 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
May 15, 2025 Q1 2025 |
46,980
shares
|
$1.5 Million
0.0% of portfolio
|
Q1 2025
Added 14.92%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
May 19, 2025 Q1 2025 |
46,848
shares
|
$1.5 Million
0.0% of portfolio
|
Q1 2025
Added 6.6%
|
|
|
Rhumbline Advisers
Boston, MA |
May 29, 2025 Q1 2025 |
44,953
shares
|
$1.44 Million
0.0% of portfolio
|
Q4 2024
Added 4.04%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
43,760
shares
|
$1.4 Million
0.0% of portfolio
|
Q1 2025
Added 187.06%
|
|
|
Panagora Asset Management Inc
Boston, MA |
May 15, 2025 Q1 2025 |
42,782
shares
|
$1.37 Million
0.01% of portfolio
|
Q1 2025
Added 82.59%
|