Univest Financial Ownership | Who Owns Univest Financial?

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Univest Financial Ownership Summary

Univest Financial is owned by 39.82% institutional investors, 1.62% insiders, and 58.56% retail investors. Blackrock is the largest institutional shareholder, holding 11.42% of UVSP shares. FIAM Small Cap Core CIT Cl B is the top mutual fund, with 4.56% of its assets in Univest Financial shares.

UVSP Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Univest Financial	39.82%	1.62%	58.56%
Sector	Financial Services Stocks	37.05%	15.59%	47.36%
Industry	Regional Banks Stocks	38.44%	12.57%	48.99%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	3.36M	11.42%	$76.70M
Blackrock funding, inc. /de	3.11M	10.96%	$106.59M
Fmr	1.90M	6.70%	$65.17M
Dimensional fund advisors lp	1.89M	6.65%	$64.62M
Vanguard group	1.66M	5.86%	$54.45M
Manufacturers life insurance company, the	1.10M	3.86%	$37.53M
State street	933.69K	3.29%	$31.99M
Pzena investment management	842.42K	2.97%	$28.86M
Geode capital management	790.94K	2.79%	$27.10M
American century companies	758.00K	2.67%	$25.97M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Endeavour capital advisors	138.59K	1.08%	$4.75M
Univest financial	501.75K	0.97%	$17.19M
Leeward investments, llc - ma	328.46K	0.56%	$11.25M
Integrated quantitative investments	64.63K	0.40%	$2.21M
Ivc wealth advisors	21.94K	0.33%	$751.56K
Nverses capital	6.88K	0.21%	$235.81K
Bridgeway capital management	230.90K	0.16%	$7.91M
Bernardo wealth planning	23.56K	0.16%	$807.20K
Everhart financial group	47.65K	0.14%	$1.63M
Compass ion advisors	37.25K	0.12%	$1.28M

Top Buyers

Holder	Shares	% Assets	Change
Assenagon asset management	257.40K	0.01%	257.40K
Vanguard fiduciary trust	182.51K	0.00%	182.51K
Two sigma investments, lp	319.80K	0.01%	179.78K
Qube research	204.97K	0.01%	156.23K
Tudor investment corp et al	116.92K	0.01%	116.92K

Top Sellers

Holder	Shares	% Assets	Change
Fmr	1.90M	0.00%	-650.06K
Univest financial	501.75K	0.97%	-115.78K
Endeavour capital advisors	138.59K	1.08%	-108.12K
Manufacturers life insurance company, the	1.10M	0.03%	-99.92K
Vanguard group	1.66M	0.00%	-78.92K

New Positions

Holder	Shares	% Assets	Change	Value
Vanguard fiduciary trust	182.51K	0.00%	182.51K	$6.25M
Tudor investment corp et al	116.92K	0.01%	116.92K	$4.01M
Principal financial group	36.36K	0.00%	36.36K	$1.25M
Graves light lenhart wealth	24.45K	0.09%	24.45K	$837.66K
Exoduspoint capital management, lp	24.36K	0.01%	24.36K	$834.64K

Sold Out

Holder	Change
Clearstead advisors	-2.00
Nelson, van denburg & campbell wealth management group	-8.00
Principal securities	-14.00
Stephens consulting	-15.00
Ronald blue trust	-15.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Mar 31, 2025	4	-97.65%	221,019	-99.02%	-	0.01%	2	-97.70%	2	-95.56%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
FIAM Small Cap Core CIT Cl B	1.27M	4.56%	-15.10K
FIAM Small Cap Core Composite	1.24M	4.41%	20.66K
Vanguard Total Stock Mkt Idx Inv	881.59K	3.17%	9.21K
JHancock Small Cap Core NAV	848.88K	3.05%	-
Vanguard US Total Market Shares ETF	870.97K	3.00%	2.08K
iShares Russell 2000 ETF	681.03K	2.45%	5.73K
Avantis US Small Cap Value ETF	647.63K	2.33%	-
DFA US Small Cap Value I	415.48K	1.49%	-
Fidelity Series Small Cap Core	352.41K	1.27%	-
DFA US Targeted Value I	331.68K	1.19%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
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
May 05, 2026	Keim Michael S	Senior EVP & COO	Sell	$280.43K
Apr 27, 2026	Paquin Natalye	-	Sell	$491.40K

Insider Transactions Trends

Date	Buy	Sell
2026 Q2	-	5
2026 Q1	1	-
2025 Q4	2	4
2025 Q3	1	2
2025 Q2	1	-

UVSP Ownership FAQ

Who Owns Univest Financial?

Univest Financial shareholders are primarily institutional investors at 39.82%, followed by 1.62% insiders and 58.56% retail investors. The average institutional ownership in Univest Financial's industry, Regional Banks Stocks, is 38.44%, which Univest Financial exceeds.

Who owns the most shares of Univest Financial?

Univest Financial’s largest shareholders are Blackrock (3.36M shares, 11.42%), Blackrock funding, inc. /de (3.11M shares, 10.96%), and Fmr (1.9M shares, 6.70%). Together, they hold 29.09% of Univest Financial’s total shares outstanding.

Does Blackrock own Univest Financial?

Yes, BlackRock owns 11.42% of Univest Financial, totaling 3.36M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 76.7M$. In the last quarter, BlackRock decreased its holdings by -27.454K shares, a -0.81% change.

Who is Univest Financial’s biggest shareholder by percentage of total assets invested?

Endeavour capital advisors is Univest Financial’s biggest shareholder by percentage of total assets invested, with 1.08% of its assets in 138.59K Univest Financial shares, valued at 4.75M$.

Who is the top mutual fund holder of Univest Financial shares?

FIAM Small Cap Core CIT Cl B is the top mutual fund holder of Univest Financial shares, with 4.56% of its total shares outstanding invested in 1.27M Univest Financial shares.

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