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 |
|---|---|---|---|---|---|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
23,500
shares
|
$752,235
0.19% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Los Angeles Capital Management LLC
|
May 05, 2025 Q1 2025 |
23,345
shares
|
$747,273
0.0% of portfolio
|
Q1 2025
Reduced 12.39%
|
|
|
Pacific Ridge Capital Partners, LLC
Lake Oswego, OR |
May 08, 2025 Q1 2025 |
21,904
shares
|
$701,147
0.18% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Strs Ohio
|
May 28, 2025 Q1 2025 |
21,000
shares
|
$672,210
0.0% of portfolio
|
Q4 2024
Added 4.76%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
20,719
shares
|
$663,215
0.08% of portfolio
|
Q1 2025
Added 36.38%
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
20,108
shares
|
$643,657
0.0% of portfolio
|
Q1 2025
Added 107.68%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
19,304
shares
|
$617,921
0.0% of portfolio
|
Q1 2025
Added 3.24%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
18,630
shares
|
$596,346
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
18,630
shares
|
$596,346
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Trexquant Investment LP
Stamford, CT |
May 14, 2025 Q1 2025 |
17,796
shares
|
$569,649
0.01% of portfolio
|
Q1 2025
Added 81.3%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
17,715
shares
|
$567,057
0.0% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
17,663
shares
|
$565,392
0.0% of portfolio
|
Q1 2025
Reduced 36.97%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
17,500
shares
|
$560,175
0.0% of portfolio
|
Q3 2024
Reduced 50.69%
|
|
|
Klp Kapitalforvaltning As
Oslo, Q8 |
May 06, 2025 Q1 2025 |
17,300
shares
|
$553,773
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
May 14, 2025 Q1 2025 |
17,246
shares
|
$552,044
0.0% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
May 15, 2025 Q1 2025 |
17,171
shares
|
$549,643
0.0% of portfolio
|
Q1 2025
Added 4.27%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
16,279
shares
|
$521,090
0.01% of portfolio
|
Q1 2025
Reduced 10.63%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
16,184
shares
|
$518,049
0.0% of portfolio
|
Q1 2025
Reduced 22.57%
|
|
|
Apexium Financial, LP
|
May 14, 2025 Q1 2025 |
15,352
shares
|
$491,417
0.03% of portfolio
|
Q1 2025
Added 3.37%
|
|
|
Lsv Asset Management
Chicago, IL |
May 08, 2025 Q1 2025 |
14,900
shares
|
$476,948
0.0% of portfolio
|
Q4 2024
Reduced 29.05%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
13,859
shares
|
$443,626
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Janus Henderson Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
13,179
shares
|
$421,859
0.0% of portfolio
|
Q2 2024
Reduced 1.13%
|
|
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
May 06, 2025 Q1 2025 |
12,745
shares
|
$407,967
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Manhattan CO
New York, NY |
May 15, 2025 Q1 2025 |
12,434
shares
|
$398,012
0.0% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
11,988
shares
|
$383,735
0.01% of portfolio
|
Q4 2024
New holding
|