Univest Financial Ownership | Who Owns Univest Financial?
Univest Financial Ownership Summary
Univest Financial is owned by 78.09% institutional investors, 1.42% insiders, and 20.49% 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 | 78.09% | 1.42% | 20.49% |
| Sector | Financial Services Stocks | 51.64% | 15.54% | 32.82% |
| Industry | Regional Banks Stocks | 53.95% | 12.38% | 33.68% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 3.36M | 11.42% | $76.70M |
| Blackrock funding, inc. /de | 3.23M | 11.20% | $97.11M |
| Fmr | 2.61M | 8.96% | $77.05M |
| Dimensional fund advisors lp | 1.97M | 6.77% | $58.24M |
| Vanguard group | 1.63M | 5.58% | $47.98M |
| Manufacturers life insurance company, the | 1.20M | 4.13% | $35.55M |
| Pzena investment management | 1.15M | 3.94% | $33.91M |
| State street | 959.26K | 3.29% | $28.31M |
| Geode capital management | 702.57K | 2.41% | $20.74M |
| American century companies | 688.72K | 2.39% | $20.69M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Endeavour capital advisors | 256.63K | 2.65% | $7.71M |
| Univest financial | 503.00K | 0.91% | $15.11M |
| Leeward investments, llc - ma | 375.66K | 0.55% | $11.09M |
| Ivc wealth advisors | 40.11K | 0.54% | $1.20M |
| Hussman strategic advisors | 42.00K | 0.29% | $1.26M |
| Bernardo wealth planning | 24.17K | 0.14% | $725.65K |
| Bridgeway capital management | 198.57K | 0.13% | $5.86M |
| Bison wealth | 18.63K | 0.12% | $549.77K |
| Pzena investment management | 1.15M | 0.12% | $33.91M |
| Everhart financial group | 31.68K | 0.11% | $951.58K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ameriprise financial | 398.48K | 0.00% | 260.99K |
| State street | 959.26K | 0.00% | 85.89K |
| Arrowstreet capital, limited partnership | 359.74K | 0.01% | 76.24K |
| Manufacturers life insurance company, the | 1.20M | 0.03% | 75.96K |
| Ubs group | 86.86K | 0.00% | 58.68K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 3.23M | 0.00% | -185.11K |
| Pzena investment management | 1.15M | 0.12% | -40.63K |
| Nuveen asset management | 136.40K | 0.00% | -35.23K |
| Exoduspoint capital management, lp | - | - | -35.09K |
| Tudor investment corp et al | - | - | -34.04K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Panagora asset management | 23.43K | 0.00% | 23.43K | $691.42K |
| Gabelli funds | 19.60K | 0.00% | 19.60K | $588.69K |
| Zacks investment management | 9.79K | 0.00% | 9.79K | $288.98K |
| Brevan howard capital management lp | 8.39K | 0.00% | 8.39K | $252.04K |
| State of tennessee, treasury department | 8.28K | 0.00% | 8.28K | $244.46K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -8.00 |
| Ronald blue trust | -15.00 |
| Stephens consulting | -15.00 |
| Huntington national bank | -18.00 |
| Parkside financial bank & trust | -20.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Jun 30, 2024 | 137 | -0.72% | 21,693,034 | -0.94% | 73 | 1.33% | 66 | 6.45% | 47 | 6.82% |
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 |
|---|---|---|---|---|
| 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 |
| Apr 25, 2025 | Paquin Natalye | - | Buy | $21.03K |
| Mar 19, 2025 | Vazquez Anne | - | Buy | $35.79K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | 1 | 2 |
| 2025 Q2 | 1 | - |
| 2025 Q1 | 2 | - |
| 2024 Q4 | 1 | - |
| 2024 Q3 | 1 | 17 |
UVSP Ownership FAQ
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