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 |
|---|---|---|---|---|---|
|
Hendershot Investments Inc.
|
May 06, 2025 Q1 2025 |
7,679
shares
|
$245,804
0.03% of portfolio
|
Q2 2019
New holding
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
May 07, 2025 Q1 2025 |
7,459
shares
|
$238,762
0.0% of portfolio
|
Q1 2025
Reduced 36.98%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
7,383
shares
|
$236,329
0.0% of portfolio
|
Q1 2025
Reduced 70.14%
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
7,207
shares
|
$230,696
0.02% of portfolio
|
Q1 2025
Reduced 50.54%
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
7,004
shares
|
$224,198
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
6,615
shares
|
$211,746
0.0% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Shell Asset Management CO
The Hague, P7 |
May 14, 2025 Q1 2025 |
6,530
shares
|
$209,025
0.01% of portfolio
|
Q1 2025
Reduced 4.15%
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
May 09, 2025 Q1 2025 |
6,066
shares
|
$194,172
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
5,872
shares
|
$187,962
0.0% of portfolio
|
Q1 2025
Added 22.44%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
5,843
shares
|
$187,034
0.0% of portfolio
|
Q1 2025
Added 2.83%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
May 15, 2025 Q1 2025 |
3,940
shares
|
$126,119
0.0% of portfolio
|
Q4 2024
Reduced 31.47%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
3,010
shares
|
$96,350
0.0% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
2,862
shares
|
$91,612
0.0% of portfolio
|
Q3 2023
Added 26.53%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
2,802
shares
|
$89,692
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
2,665
shares
|
$85,306
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Battery Global Advisors, LLC
Boston, MA |
May 09, 2025 Q1 2025 |
2,623
shares
|
$83,962
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
2,258
shares
|
$72,278
0.0% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
1,901
shares
|
$60,851
0.0% of portfolio
|
Q1 2025
Added 89.53%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
1,504
shares
|
$48,143
0.0% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
1,206
shares
|
$38,604
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,000
shares
|
$32,009
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Amalgamated Bank
New York, NY |
Apr 25, 2025 Q1 2025 |
996
shares
|
$31,881
0.0% of portfolio
|
Q1 2024
Reduced 60.93%
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
990
shares
|
$31,689
0.0% of portfolio
|
Q4 2023
Reduced 71.63%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
778
shares
|
$24,903
0.0% of portfolio
|
Q3 2024
Added 26.3%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
628
shares
|
$20,102
0.0% of portfolio
|
Q1 2025
New holding
|