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 |
|---|---|---|---|---|---|
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
May 05, 2025 Q1 2025 |
42,000
shares
|
$1.34 Million
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
40,303
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
Ivc Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
40,107
shares
|
$1.28 Million
0.62% of portfolio
|
Q2 2024
Reduced 0.58%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
May 14, 2025 Q1 2025 |
39,733
shares
|
$1.27 Million
0.0% of portfolio
|
Q1 2025
Added 20.73%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
39,166
shares
|
$1.25 Million
0.11% of portfolio
|
Q1 2025
Added 33.42%
|
|
|
Compass Ion Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
37,047
shares
|
$1.19 Million
0.13% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
May 14, 2025 Q1 2025 |
35,089
shares
|
$1.12 Million
0.01% of portfolio
|
Q1 2025
Added 78.72%
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Apr 28, 2025 Q1 2025 |
34,887
shares
|
$1.12 Million
0.0% of portfolio
|
Q1 2025
Reduced 37.87%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
34,858
shares
|
$1.12 Million
0.0% of portfolio
|
Q1 2025
Reduced 13.07%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
May 15, 2025 Q1 2025 |
34,038
shares
|
$1.09 Million
0.0% of portfolio
|
Q1 2025
Reduced 14.03%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
32,398
shares
|
$1.04 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
31,679
shares
|
$1.01 Million
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Victory Capital Management Inc
|
May 02, 2025 Q1 2025 |
29,350
shares
|
$939,493
0.0% of portfolio
|
Q1 2025
Added 4.08%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
28,913
shares
|
$925,505
0.06% of portfolio
|
Q2 2024
Added 7.18%
|
|
|
Everhart Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
28,449
shares
|
$910,652
0.11% of portfolio
|
Q1 2025
Added 2.93%
|
|
|
Legal & General Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
28,321
shares
|
$906,555
0.0% of portfolio
|
Q4 2023
Added 18.57%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
27,489
shares
|
$879,922
0.0% of portfolio
|
Q4 2023
Reduced 4.78%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
May 15, 2025 Q1 2025 |
27,224
shares
|
$871,440
0.0% of portfolio
|
Q2 2024
Added 5.66%
|
|
|
Wedge Capital Management L L P
|
Apr 14, 2025 Q1 2025 |
26,797
shares
|
$857,771
0.02% of portfolio
|
Q1 2025
Added 15.31%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
May 12, 2025 Q1 2025 |
26,792
shares
|
$857,611
0.0% of portfolio
|
Q1 2025
Added 8.37%
|
|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
26,056
shares
|
$834,052
0.0% of portfolio
|
Q2 2023
Added 4.16%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
25,932
shares
|
$830,083
0.0% of portfolio
|
Q4 2024
Added 9.92%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
May 20, 2025 Q1 2025 |
25,509
shares
|
$816,543
0.01% of portfolio
|
Q1 2025
Added 62.74%
|
|
|
Blb&B Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
25,417
shares
|
$813,598
0.04% of portfolio
|
Q1 2025
Added 6.27%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
May 14, 2025 Q1 2025 |
24,557
shares
|
$786,069
0.05% of portfolio
|
Q1 2025
Added 34.58%
|