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 |
|---|---|---|---|---|---|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
20,653
shares
|
$620,003
0.03% of portfolio
|
Q2 2025
Added 164.92%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
20,214
shares
|
$606,824
0.0% of portfolio
|
Q2 2025
Added 4.71%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Aug 08, 2025 Q2 2025 |
20,176
shares
|
$605,683
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gabelli Funds LLC
Rye, NY |
Aug 13, 2025 Q2 2025 |
19,597
shares
|
$588,301
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Aug 08, 2025 Q2 2025 |
19,464
shares
|
$584,309
0.01% of portfolio
|
Q2 2025
Reduced 23.7%
|
|
|
Los Angeles Capital Management LLC
|
Aug 06, 2025 Q2 2025 |
19,315
shares
|
$579,836
0.0% of portfolio
|
Q2 2025
Reduced 17.26%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
18,792
shares
|
$564,135
0.0% of portfolio
|
Q2 2025
Added 16.11%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
18,703
shares
|
$561,464
0.0% of portfolio
|
Q2 2025
Added 5.58%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
18,630
shares
|
$559,272
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
18,630
shares
|
$559,272
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
Aug 11, 2025 Q2 2025 |
17,565
shares
|
$527,301
0.0% of portfolio
|
Q2 2025
Added 37.82%
|
|
|
Quest Partners LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
17,342
shares
|
$520,606
0.05% of portfolio
|
Q2 2025
Added 140.63%
|
|
|
Klp Kapitalforvaltning As
Oslo, Q8 |
Jul 23, 2025 Q2 2025 |
17,300
shares
|
$519,346
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Aug 13, 2025 Q2 2025 |
17,246
shares
|
$517,724
0.0% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
16,555
shares
|
$496,981
0.01% of portfolio
|
Q2 2025
Added 1.7%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Aug 14, 2025 Q2 2025 |
15,794
shares
|
$474,135
0.0% of portfolio
|
Q2 2025
Reduced 8.02%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
15,582
shares
|
$467,771
0.0% of portfolio
|
Q2 2025
Reduced 11.78%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
14,973
shares
|
$449,489
0.03% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Lsv Asset Management
Chicago, IL |
Aug 11, 2025 Q2 2025 |
14,900
shares
|
$447,298
0.0% of portfolio
|
Q4 2024
Reduced 29.05%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Aug 07, 2025 Q2 2025 |
14,471
shares
|
$434,419
0.0% of portfolio
|
Q2 2025
Added 94.01%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
14,383
shares
|
$431,777
0.0% of portfolio
|
Q2 2025
Added 94.81%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
14,037
shares
|
$421,390
0.0% of portfolio
|
Q2 2025
Added 43.95%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
13,859
shares
|
$416,047
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Janus Henderson Group PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
13,179
shares
|
$395,633
0.0% of portfolio
|
Q2 2024
Reduced 1.13%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
12,541
shares
|
$376,480
0.0% of portfolio
|
Q2 2025
Added 55.33%
|