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 161 institutions that hold shares in the stock, with a total of 19.5 Million shares, which have been reported (via 13F filing form) to have a value of $600 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sg Americas Securities, LLC
|
Jan 17, 2025 Q4 2024 |
9,682
shares
|
$294,235
0.0% of portfolio
|
Q4 2024
Reduced 5.65%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Nov 14, 2024 Q3 2024 |
9,600
shares
|
$291,744
0.0% of portfolio
|
Q3 2023
Reduced 82.97%
|
|
|
New York State Common Retirement Fund
|
Jan 31, 2025 Q4 2024 |
9,314
shares
|
$283,052
0.0% of portfolio
|
Q3 2024
Reduced 27.88%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
8,731
shares
|
$265,335
0.02% of portfolio
|
Q2 2024
Reduced 1.96%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
8,508
shares
|
$258,558
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Arizona State Retirement System
|
Nov 12, 2024 Q3 2024 |
8,429
shares
|
$256,157
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
State Board Of Administration Of Florida Retirement System
|
Nov 08, 2024 Q3 2024 |
8,278
shares
|
$251,568
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
7,823
shares
|
$237,740
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hendershot Investments Inc.
|
Jan 28, 2025 Q4 2024 |
7,679
shares
|
$233,364
0.03% of portfolio
|
Q2 2019
New holding
|
|
|
Cornerstone Investment Partners, LLC
|
Nov 13, 2024 Q3 2024 |
7,590
shares
|
$230,660
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Quest Partners LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
7,547
shares
|
$229,353
0.02% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
7,450
shares
|
$226,405
0.0% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Centiva Capital, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
7,431
shares
|
$225,828
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
7,004
shares
|
$212,851
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2024 Q3 2024 |
6,835
shares
|
$207,715
0.01% of portfolio
|
Q3 2024
Reduced 5.49%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
6,196
shares
|
$188,296
0.0% of portfolio
|
Q3 2024
Added 66.07%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Nov 14, 2024 Q3 2024 |
6,191
shares
|
$188,144
0.0% of portfolio
|
Q4 2022
Reduced 8.21%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Nov 13, 2024 Q3 2024 |
5,749
shares
|
$174,712
0.0% of portfolio
|
Q3 2024
Added 4.22%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
4,179
shares
|
$126,999
0.0% of portfolio
|
Q3 2024
Reduced 4.48%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
3,003
shares
|
$91,261
0.0% of portfolio
|
Q3 2024
Added 2.74%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
2,957
shares
|
$89,863
0.0% of portfolio
|
Q3 2024
Reduced 11.28%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
2,862
shares
|
$86,976
0.0% of portfolio
|
Q3 2023
Added 26.53%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
2,802
shares
|
$85,152
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
2,766
shares
|
$84,058
0.0% of portfolio
|
Q3 2024
Added 4.14%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
2,623
shares
|
$79,712
0.04% of portfolio
|
Q3 2024
New holding
|