Univest Financial Ownership | Who Owns Univest Financial?
Univest Financial Ownership Summary
Univest Financial is owned by 81.96% institutional investors, 1.64% insiders, and 16.40% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 12.19% of UVSP shares. FIAM Small Cap Core Composite is the top mutual fund, with 3.88% of its assets in Univest Financial shares.
UVSP Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Univest Financial | 81.96% | 1.64% | 16.40% |
| Sector | Financial Services Stocks | 493.55% | 13.79% | -407.34% |
| Industry | Regional Banks Stocks | 56.79% | 12.57% | 30.64% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 3.42M | 12.19% | $149.50M |
| Blackrock | 3.36M | 11.42% | $76.70M |
| Dimensional fund advisors lp | 1.90M | 6.77% | $82.98M |
| Vanguard group | 1.66M | 5.86% | $54.45M |
| Fmr | 1.57M | 5.60% | $68.71M |
| Vanguard capital management | 1.19M | 4.24% | $51.96M |
| State street | 991.99K | 3.54% | $43.40M |
| American century companies | 846.28K | 3.02% | $37.02M |
| Pzena investment management | 834.63K | 2.98% | $36.51M |
| Geode capital management | 823.65K | 2.94% | $36.04M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Univest financial | 503.43K | 1.08% | $22.03M |
| Leeward investments, llc - ma | 321.44K | 0.64% | $14.06M |
| Jackson creek investment advisors | 35.66K | 0.52% | $1.58M |
| Integrated quantitative investments | 64.63K | 0.46% | $2.83M |
| Ivc wealth advisors | 21.94K | 0.37% | $959.74K |
| Nverses capital | 4.86K | 0.33% | $212.80K |
| Bridgeway capital management | 239.35K | 0.18% | $10.47M |
| Bernardo wealth planning | 24.27K | 0.18% | $1.06M |
| Campbell & co investment adviser | 65.31K | 0.15% | $2.86M |
| Compass ion advisors | 37.26K | 0.14% | $1.63M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 3.42M | 0.00% | 306.16K |
| Sixth street partners management company | 236.31K | 0.00% | 236.31K |
| Acadian asset management | 157.34K | 0.01% | 155.79K |
| Nuveen | 272.92K | 0.00% | 121.43K |
| Two sigma investments, lp | 424.25K | 0.01% | 104.45K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fmr | 1.57M | 0.00% | -331.80K |
| Manufacturers life insurance company, the | 764.03K | 0.03% | -331.53K |
| Endeavour capital advisors | - | - | -138.59K |
| Qube research | 114.45K | 0.00% | -90.53K |
| Vanguard group | 1.66M | 0.00% | -78.92K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Sixth street partners management company | 236.31K | 0.00% | 236.31K | $10.34M |
| Jackson creek investment advisors | 35.66K | 0.52% | 35.66K | $1.58M |
| Magnetar financial | 26.69K | 0.01% | 26.69K | $1.17M |
| Global retirement partners | 21.33K | 0.01% | 21.33K | $933.06K |
| Quadrature capital | 16.28K | 0.01% | 16.28K | $712.25K |
Sold Out
| Holder | Change |
|---|---|
| Twin peaks wealth advisors | -1.00 |
| Nelson, van denburg & campbell wealth management group | -8.00 |
| Principal securities | -14.00 |
| 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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 224 | 6.67% | 22,976,241 | 2.76% | 81 | 1.32% | 115 | 4.55% | 56 | 5.66% |
| Mar 31, 2026 | 124 | -37.06% | 11,299,467 | -49.05% | 39 | 0.67% | 61 | -35.11% | 29 | -52.46% |
| Dec 31, 2025 | 143 | -21.43% | 15,956,120 | -28.27% | 56 | 0.95% | 65 | -30.85% | 44 | -6.38% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| FIAM Small Cap Core Composite | 1.08M | 3.88% | -158.26K |
| FIAM Small Cap Core CIT Cl B | 895.28K | 3.25% | -17.52K |
| Vanguard MStar Total Stk Mkt Idx Invest | 850.25K | 3.08% | 9.79K |
| Vanguard Morn Total Stk Mkt Idx Investor | 840.46K | 3.05% | -27.48K |
| Vanguard Total Stock Mkt Idx Inv | 840.46K | 3.02% | -27.48K |
| Vanguard US Total Market Shares ETF | 870.97K | 3.00% | 2.08K |
| Avantis US Small Cap Value ETF | 757.63K | 2.75% | 1.15K |
| iShares Russell 2000 ETF | 747.78K | 2.71% | -13.25K |
| JHancock Small Cap Core NAV | 572.65K | 2.08% | -143.90K |
| DFA US Small Cap Value I | 415.48K | 1.51% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 24, 2026 | PETRO THOMAS M | - | Sell | $208.45K |
| Aug 13, 2026 | Turner Michael L. | - | Sell | $344.28K |
| Jun 08, 2026 | Santana Megan D | Sr EVP & Chief Risk Officer | Sell | $113.80K |
| Jun 08, 2026 | Richardson Brian J | Sr EVP & CFO | Sell | $85.49K |
| Jun 08, 2026 | SCHWEITZER JEFFREY M | Chairman, President & CEO | Sell | $570.01K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | - | 2 |
| 2026 Q2 | - | 5 |
| 2026 Q1 | 1 | - |
| 2025 Q4 | 2 | 4 |
| 2025 Q3 | 1 | 2 |
UVSP Ownership FAQ
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