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 |
|---|---|---|---|---|---|
|
Bernardo Wealth Planning LLC
|
Apr 30, 2025 Q1 2025 |
11,933
shares
|
$381,975
0.08% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
11,798
shares
|
$377,653
0.0% of portfolio
|
Q1 2025
Reduced 96.47%
|
|
|
Zacks Investment Management
Chicago, IL |
May 14, 2025 Q1 2025 |
11,304
shares
|
$361,841
0.0% of portfolio
|
Q1 2025
Added 15.43%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
10,881
shares
|
$348,300
0.0% of portfolio
|
Q3 2024
Reduced 9.07%
|
|
|
Polymer Capital Management (Us) LLC
New York, NY |
May 15, 2025 Q1 2025 |
10,685
shares
|
$342,026
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Trust Axiom LLC
|
May 14, 2025 Q1 2025 |
10,227
shares
|
$327,366
0.09% of portfolio
|
Q3 2023
Reduced 1.98%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Apr 16, 2025 Q1 2025 |
9,884
shares
|
$316,386
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
9,751
shares
|
$312,129
0.0% of portfolio
|
Q1 2025
Added 10.21%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
9,611
shares
|
$307,648
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
May 12, 2025 Q1 2025 |
9,600
shares
|
$307,296
0.0% of portfolio
|
Q3 2023
Reduced 82.97%
|
|
|
New York State Common Retirement Fund
|
May 01, 2025 Q1 2025 |
9,314
shares
|
$298,141
0.0% of portfolio
|
Q3 2024
Reduced 27.88%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Jun 18, 2025 Q1 2025 |
9,189
shares
|
$294,139
0.0% of portfolio
|
Q1 2025
Reduced 8.5%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
8,794
shares
|
$281,495
0.0% of portfolio
|
Q1 2025
Added 26.64%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
8,717
shares
|
$279,031
0.01% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Squarepoint Ops LLC
New York, NY |
May 15, 2025 Q1 2025 |
8,324
shares
|
$266,451
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Arizona State Retirement System
|
May 01, 2025 Q1 2025 |
8,298
shares
|
$265,618
0.0% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
State Of Tennessee, Treasury Department
Nashville, TN |
May 13, 2025 Q1 2025 |
8,284
shares
|
$265,170
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
State Board Of Administration Of Florida Retirement System
|
May 12, 2025 Q1 2025 |
8,278
shares
|
$264,978
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
8,074
shares
|
$258,448
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
8,065
shares
|
$258,160
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Verition Fund Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
8,013
shares
|
$256,496
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
8,000
shares
|
$256,079
0.01% of portfolio
|
Q1 2025
Reduced 62.14%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
7,999
shares
|
$256,047
0.01% of portfolio
|
Q1 2025
Added 2.25%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
7,829
shares
|
$250,606
0.04% of portfolio
|
Q1 2025
Reduced 30.74%
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
7,796
shares
|
$249,549
0.01% of portfolio
|
Q1 2025
New holding
|