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 $555 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Price T Rowe Associates Inc
Baltimore, MD |
Feb 14, 2025 Q4 2024 |
32,910
shares
|
$905,683
0.0% of portfolio
|
Q4 2024
Added 5.6%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
32,462
shares
|
$893,354
0.0% of portfolio
|
Q4 2024
Reduced 29.1%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
31,679
shares
|
$871,806
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
31,072
shares
|
$855,101
0.0% of portfolio
|
Q4 2024
Reduced 36.74%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
29,355
shares
|
$807,849
0.09% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
28,913
shares
|
$795,685
0.06% of portfolio
|
Q2 2024
Added 7.18%
|
|
|
Legal & General Group PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
28,530
shares
|
$785,145
0.0% of portfolio
|
Q3 2024
Reduced 7.08%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Feb 14, 2025 Q4 2024 |
28,505
shares
|
$784,457
0.0% of portfolio
|
Q4 2024
Added 57.04%
|
|
|
Victory Capital Management Inc
|
Feb 06, 2025 Q4 2024 |
28,200
shares
|
$776,064
0.0% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
28,023
shares
|
$771,192
0.0% of portfolio
|
Q4 2024
Reduced 6.87%
|
|
|
Everhart Financial Group, Inc.
|
Jan 30, 2025 Q4 2024 |
27,639
shares
|
$760,625
0.17% of portfolio
|
Q4 2024
Added 5.01%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
27,489
shares
|
$756,497
0.0% of portfolio
|
Q4 2023
Reduced 4.78%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Feb 14, 2025 Q4 2024 |
27,224
shares
|
$749,204
0.0% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Los Angeles Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
26,645
shares
|
$733,270
0.0% of portfolio
|
Q4 2024
Reduced 17.11%
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
26,056
shares
|
$717,061
0.0% of portfolio
|
Q2 2023
Added 4.16%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
24,724
shares
|
$680,404
0.0% of portfolio
|
Q4 2024
Added 2.01%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Feb 10, 2025 Q4 2024 |
24,722
shares
|
$680,349
0.0% of portfolio
|
Q4 2024
Added 66.68%
|
|
|
Blb&B Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
23,917
shares
|
$658,195
0.04% of portfolio
|
Q4 2024
Reduced 11.14%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Feb 13, 2025 Q4 2024 |
23,430
shares
|
$644,793
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wedge Capital Management L L P
|
Jan 15, 2025 Q4 2024 |
23,239
shares
|
$639,537
0.01% of portfolio
|
Q4 2024
Reduced 3.02%
|
|
|
Strs Ohio
|
Nov 01, 2024 Q3 2024 |
23,100
shares
|
$635,712
0.0% of portfolio
|
Q3 2024
Reduced 11.49%
|
|
|
Pacific Ridge Capital Partners, LLC
Lake Oswego, OR |
Feb 11, 2025 Q4 2024 |
22,096
shares
|
$608,081
0.16% of portfolio
|
Q4 2024
Reduced 20.81%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
21,132
shares
|
$581,552
0.02% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
20,901
shares
|
$575,195
0.0% of portfolio
|
Q4 2024
Added 8.74%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
20,160
shares
|
$554,803
0.0% of portfolio
|
Q4 2024
New holding
|