Univest Financial Ownership | Who Owns Univest Financial?
Univest Financial Ownership Summary
Univest Financial is owned by 56.23% institutional investors, 1.54% insiders, and 42.23% 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 4.33% of its assets in Univest Financial shares.
UVSP Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Univest Financial | 56.23% | 1.54% | 42.23% |
| Sector | Financial Services Stocks | 32.19% | 15.44% | 52.37% |
| Industry | Regional Banks Stocks | 31.54% | 12.70% | 55.76% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 3.36M | 11.42% | $76.70M |
| Blackrock funding, inc. /de | 3.10M | 10.92% | $101.42M |
| Fmr | 2.59M | 8.97% | $77.74M |
| Dimensional fund advisors lp | 1.88M | 6.62% | $61.53M |
| Vanguard group | 1.66M | 5.86% | $54.45M |
| Manufacturers life insurance company, the | 1.33M | 4.60% | $39.86M |
| State street | 858.31K | 3.02% | $28.10B |
| Pzena investment management | 856.24K | 3.02% | $28.03M |
| Geode capital management | 778.84K | 2.74% | $25.50M |
| American century companies | 677.85K | 2.35% | $20.35M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Endeavour capital advisors | 246.70K | 2.25% | $8.08M |
| Univest financial | 617.53K | 1.07% | $20.22M |
| Leeward investments, llc - ma | 337.54K | 0.56% | $11.05M |
| Ivc wealth advisors | 22.43K | 0.32% | $734.26K |
| Integrated quantitative investments | 24.01K | 0.17% | $786.19K |
| Hussman strategic advisors | 21.00K | 0.17% | $687.54K |
| Bernardo wealth planning | 23.51K | 0.15% | $769.78K |
| Bridgeway capital management | 214.19K | 0.14% | $6.43M |
| Everhart financial group | 40.21K | 0.12% | $1.32M |
| Bison wealth | 18.63K | 0.12% | $549.77K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Univest financial | 617.53K | 1.07% | 112.20K |
| Goldman sachs group | 379.68K | 0.00% | 104.52K |
| Trexquant investment lp | 53.01K | 0.02% | 53.01K |
| Morgan stanley | 274.88K | 0.00% | 43.72K |
| Qube research | 30.89K | 0.00% | 30.89K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Allianz asset management gmbh | 21.21K | 0.00% | -167.83K |
| Ameriprise financial | 54.85K | 0.00% | -153.02K |
| Manufacturers life insurance company, the | 1.33M | 0.03% | -148.03K |
| Vanguard group | 1.66M | 0.00% | -78.92K |
| Panagora asset management | - | - | -42.76K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Qube research | 30.89K | 0.00% | 30.89K | $927.23K |
| Integrated quantitative investments | 24.01K | 0.17% | 24.01K | $786.19K |
| Global retirement partners | 19.26K | 0.01% | 19.26K | $630.64K |
| Verition fund management | 17.72K | 0.00% | 17.72K | $580.09K |
| Engineers gate manager lp | 15.13K | 0.01% | 15.13K | $454.29K |
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 |
| Ronald blue trust | -15.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2024 | 168 | 8.39% | 22,608,157 | 1.51% | 77 | 1.33% | 85 | 16.44% | 45 | -10.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| FIAM Small Cap Core Composite | 1.22M | 4.33% | 6.27K |
| FIAM Small Cap Core CIT Cl B | 1.21M | 4.31% | -12.76K |
| JHancock Small Cap Core NAV | 942.25K | 3.36% | -120.51K |
| Vanguard Total Stock Mkt Idx Inv | 848.36K | 3.02% | 8.99K |
| Vanguard US Total Market Shares ETF | 870.97K | 3.00% | 2.08K |
| iShares Russell 2000 ETF | 707.58K | 2.52% | 53.05K |
| Avantis US Small Cap Value ETF | 619.71K | 2.21% | - |
| DFA US Small Cap Value I | 415.48K | 1.48% | -9.52K |
| Strategic Advisers Fidelity US TtlStk | 348.96K | 1.24% | -281.92K |
| DFA US Targeted Value I | 331.68K | 1.18% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Feb 02, 2026 | Paquin Natalye | - | Buy | $20.06K |
| Dec 12, 2025 | SCHWEITZER JEFFREY M | Chairman, President & CEO | Sell | $429.52K |
| Dec 12, 2025 | Keim Michael S | Senior EVP & COO | Sell | $228.14K |
| Dec 12, 2025 | Santana Megan D | Sr EVP & Chief Risk Officer | Sell | $89.40K |
| Dec 12, 2025 | Richardson Brian J | Sr EVP & CFO | Sell | $51.67K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | 1 | - |
| 2025 Q4 | 2 | 4 |
| 2025 Q3 | 1 | 2 |
| 2025 Q2 | 1 | - |
| 2025 Q1 | 2 | - |
UVSP Ownership FAQ
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