Univest Financial Ownership | Who Owns Univest Financial?
Univest Financial Ownership Summary
Univest Financial is owned by 77.01% institutional investors, 1.41% insiders, and 21.58% retail investors. Blackrock is the largest institutional shareholder, holding 11.42% of UVSP shares. FIAM Small Cap Core Composite is the top mutual fund, with 4.22% of its assets in Univest Financial shares.
UVSP Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Univest Financial | 77.01% | 1.41% | 21.58% |
| Sector | Financial Services Stocks | 36.95% | 15.48% | 47.58% |
| Industry | Regional Banks Stocks | 38.26% | 12.54% | 49.20% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 3.36M | 11.42% | $76.70M |
| Blackrock funding, inc. /de | 3.09M | 10.71% | $92.80M |
| Fmr | 2.59M | 8.97% | $77.74M |
| Dimensional fund advisors lp | 1.90M | 6.57% | $56.96M |
| Vanguard group | 1.74M | 6.04% | $52.29M |
| Manufacturers life insurance company, the | 1.33M | 4.60% | $39.86M |
| Pzena investment management | 890.90K | 3.09% | $26.74M |
| State street | 889.23K | 3.08% | $26.69M |
| Geode capital management | 802.80K | 2.78% | $24.10M |
| American century companies | 677.85K | 2.35% | $20.35M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Endeavour capital advisors | 257.11K | 2.33% | $7.72M |
| Univest financial | 505.32K | 0.85% | $15.17M |
| Ivc wealth advisors | 40.11K | 0.54% | $1.20M |
| Leeward investments, llc - ma | 339.25K | 0.52% | $10.18M |
| Semanteon capital management, lp | 11.91K | 0.45% | $357.60K |
| Bernardo wealth planning | 24.17K | 0.14% | $725.65K |
| Bridgeway capital management | 214.19K | 0.14% | $6.43M |
| Bison wealth | 18.63K | 0.12% | $549.77K |
| Everhart financial group | 39.04K | 0.12% | $1.17M |
| Compass ion advisors | 37.24K | 0.11% | $1.12M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Goldman sachs group | 275.16K | 0.00% | 77.22K |
| Trexquant investment lp | 53.01K | 0.02% | 53.01K |
| Sei investments | 229.18K | 0.01% | 33.77K |
| Y-intercept (hong kong) | 33.44K | 0.02% | 33.44K |
| Qube research | 30.89K | 0.00% | 30.89K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ameriprise financial | 54.85K | 0.00% | -153.02K |
| Manufacturers life insurance company, the | 1.33M | 0.03% | -148.03K |
| Blackrock funding, inc. /de | 3.09M | 0.00% | -141.66K |
| Ubs group | 78.56K | 0.00% | -60.45K |
| Panagora asset management | - | - | -42.76K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Y-intercept (hong kong) | 33.44K | 0.02% | 33.44K | $1.00M |
| Qube research | 30.89K | 0.00% | 30.89K | $927.23K |
| Engineers gate manager lp | 15.13K | 0.01% | 15.13K | $454.29K |
| Brandywine global investment management | 14.77K | 0.00% | 14.77K | $443.27K |
| Quantinno capital management lp | 14.51K | 0.00% | 14.51K | $435.55K |
Sold Out
| Holder | Change |
|---|---|
| Twin peaks wealth advisors | -1.00 |
| Nelson, van denburg & campbell wealth management group | -8.00 |
| Ronald blue trust | -15.00 |
| Stephens consulting | -15.00 |
| Huntington national bank | -18.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | 176 | 1.15% | 22,225,233 | 2.23% | 77 | 1.36% | 90 | 5.88% | 47 | - |
| Jun 30, 2025 | 178 | -0.56% | 22,536,436 | -1.09% | 78 | 1.27% | 87 | 12.99% | 50 | -13.79% |
| Mar 31, 2025 | 4 | -97.65% | 221,019 | -99.02% | - | 0.01% | 2 | -97.70% | 2 | -95.56% |
| Dec 31, 2024 | 168 | 8.39% | 22,608,157 | 1.51% | 77 | 1.33% | 85 | 16.44% | 45 | -10.00% |
| Sep 30, 2024 | 153 | 10.07% | 22,218,235 | 2.35% | 76 | 1.40% | 72 | 9.09% | 50 | 6.38% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| FIAM Small Cap Core Composite | 1.22M | 4.22% | -1.43K |
| FIAM Small Cap Core CIT Cl B | 1.21M | 4.20% | 4.79K |
| JHancock Small Cap Core NAV | 1.15M | 4.01% | -87.50K |
| Vanguard Total Stock Mkt Idx Inv | 884.59K | 3.07% | -17.35K |
| Vanguard US Total Market Shares ETF | 870.97K | 3.00% | 2.08K |
| iShares Russell 2000 ETF | 699.82K | 2.43% | - |
| Strategic Advisers Fidelity US TtlStk | 639.98K | 2.22% | - |
| Avantis US Small Cap Value ETF | 559.70K | 1.94% | - |
| DFA US Small Cap Value I | 425.00K | 1.48% | -5.20K |
| DFA US Targeted Value I | 331.68K | 1.15% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 10, 2025 | Paquin Natalye | - | Buy | $5.97K |
| Nov 10, 2025 | Paquin Natalye | - | Buy | $13.56K |
| Aug 27, 2025 | PETRO THOMAS M | - | Sell | $127.00K |
| Aug 27, 2025 | PETRO THOMAS M | - | Sell | $158.75K |
| Aug 04, 2025 | Paquin Natalye | - | Buy | $19.25K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | 2 | - |
| 2025 Q3 | 1 | 2 |
| 2025 Q2 | 1 | - |
| 2025 Q1 | 2 | - |
| 2024 Q4 | 1 | - |
UVSP Ownership FAQ
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