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 |
|---|---|---|---|---|---|
|
Cornerstone Investment Partners, LLC
|
Aug 06, 2025 Q2 2025 |
6,996
shares
|
$210,019
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
Aug 08, 2025 Q2 2025 |
6,958
shares
|
$208,879
0.0% of portfolio
|
Q2 2025
Added 14.7%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
6,751
shares
|
$202,665
0.03% of portfolio
|
Q2 2025
Reduced 13.77%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
6,615
shares
|
$198,582
0.0% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
5,734
shares
|
$172,134
0.0% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Jul 23, 2025 Q2 2025 |
5,279
shares
|
$158,475
0.01% of portfolio
|
Q2 2025
Reduced 19.16%
|
|
|
State Of Tennessee, Treasury Department
Nashville, TN |
Aug 15, 2025 Q2 2025 |
4,892
shares
|
$146,857
0.0% of portfolio
|
Q2 2025
Reduced 40.95%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Aug 14, 2025 Q2 2025 |
3,940
shares
|
$118,278
0.0% of portfolio
|
Q4 2024
Reduced 31.47%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
3,658
shares
|
$109,813
0.0% of portfolio
|
Q2 2025
Added 203.32%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
3,370
shares
|
$101,167
0.0% of portfolio
|
Q2 2025
Reduced 42.32%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
3,225
shares
|
$96,814
0.0% of portfolio
|
Q2 2025
Added 69.65%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
2,908
shares
|
$87,298
0.0% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
2,862
shares
|
$85,917
0.0% of portfolio
|
Q3 2023
Added 26.53%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
2,843
shares
|
$85,346
0.0% of portfolio
|
Q2 2025
Added 6.68%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
2,802
shares
|
$84,116
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
2,623
shares
|
$78,742
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
2,258
shares
|
$67,785
0.0% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
1,504
shares
|
$45,150
0.0% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
1,407
shares
|
$42,238
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Meeder Asset Management Inc
|
Aug 07, 2025 Q2 2025 |
1,091
shares
|
$32,751
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,000
shares
|
$30,020
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
999
shares
|
$29,989
0.0% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Amalgamated Bank
New York, NY |
Aug 04, 2025 Q2 2025 |
996
shares
|
$29,899
0.0% of portfolio
|
Q1 2024
Reduced 60.93%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
778
shares
|
$23,355
0.0% of portfolio
|
Q3 2024
Added 26.3%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
675
shares
|
$20,263
0.0% of portfolio
|
Q2 2025
Added 62.26%
|