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 |
|---|---|---|---|---|---|
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
Aug 05, 2025 Q2 2025 |
42,000
shares
|
$1.26 Million
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
40,632
shares
|
$1.22 Million
0.0% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
40,303
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
Ivc Wealth Advisors LLC
|
Jul 22, 2025 Q2 2025 |
40,107
shares
|
$1.2 Million
0.59% of portfolio
|
Q2 2024
Reduced 0.58%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
37,144
shares
|
$1.12 Million
0.13% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
37,049
shares
|
$1.11 Million
0.1% of portfolio
|
Q2 2025
Reduced 5.41%
|
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
35,306
shares
|
$1.06 Million
0.0% of portfolio
|
Q2 2025
Added 35.5%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Aug 07, 2025 Q2 2025 |
31,900
shares
|
$957,638
0.06% of portfolio
|
Q2 2025
Added 29.9%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
31,679
shares
|
$951,003
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Everhart Financial Group, Inc.
|
Aug 07, 2025 Q2 2025 |
31,677
shares
|
$950,943
0.11% of portfolio
|
Q2 2025
Added 11.35%
|
|
|
Legal & General Group PLC
London, X0 |
Aug 12, 2025 Q2 2025 |
30,612
shares
|
$918,972
0.0% of portfolio
|
Q2 2025
Added 8.09%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
28,913
shares
|
$867,968
0.06% of portfolio
|
Q2 2024
Added 7.18%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
27,721
shares
|
$832,184
0.0% of portfolio
|
Q2 2025
Reduced 20.47%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
27,489
shares
|
$825,219
0.0% of portfolio
|
Q4 2023
Reduced 4.78%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Aug 14, 2025 Q2 2025 |
26,891
shares
|
$807,267
0.0% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Wedge Capital Management L L P
|
Jul 11, 2025 Q2 2025 |
26,837
shares
|
$805,646
0.02% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Aug 01, 2025 Q2 2025 |
26,205
shares
|
$786,674
0.0% of portfolio
|
Q2 2025
Reduced 24.89%
|
|
|
Blb&B Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
25,418
shares
|
$763,048
0.04% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Aug 14, 2025 Q2 2025 |
22,343
shares
|
$670,736
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
21,684
shares
|
$650,953
0.0% of portfolio
|
Q2 2025
Reduced 16.38%
|
|
|
Strs Ohio
|
Aug 04, 2025 Q2 2025 |
21,000
shares
|
$630,420
0.0% of portfolio
|
Q4 2024
Added 4.76%
|
|
|
Victory Capital Management Inc
|
Aug 13, 2025 Q2 2025 |
21,000
shares
|
$630,420
0.0% of portfolio
|
Q2 2025
Reduced 28.45%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Aug 07, 2025 Q2 2025 |
20,927
shares
|
$628,228
0.0% of portfolio
|
Q2 2025
Reduced 21.89%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
20,719
shares
|
$621,984
0.08% of portfolio
|
Q1 2025
Added 36.38%
|
|
|
Bernardo Wealth Planning LLC
|
Aug 13, 2025 Q2 2025 |
20,688
shares
|
$621,053
0.13% of portfolio
|
Q2 2025
Added 73.37%
|