Univest Financial Ownership | Who Owns Univest Financial?
Univest Financial Ownership Summary
Univest Financial is owned by 76.26% institutional investors, 1.81% insiders, and 21.93% 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 4.21% of its assets in Univest Financial shares.
UVSP Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Univest Financial | 76.26% | 1.81% | 21.93% |
| Sector | Financial Services Stocks | 49.66% | 13.98% | 36.36% |
| Industry | Regional Banks Stocks | 51.67% | 12.06% | 36.27% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 3.36M | 11.42% | $76.70M |
| Fmr | 2.63M | 8.95% | $60.08M |
| Dimensional fund advisors lp | 1.96M | 6.66% | $44.71M |
| Vanguard group | 1.57M | 5.34% | $35.88M |
| Pzena investment management | 1.27M | 4.31% | $28.95M |
| Manufacturers life insurance company, the | 1.21M | 4.11% | $27.63M |
| State street | 891.44K | 3.03% | $20.35M |
| Geode capital management | 680.67K | 2.31% | $15.54M |
| Renaissance | 659.29K | 2.24% | $15.05M |
| American century companies | 482.09K | 1.64% | $11.01M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Univest financial | 404.21K | 2.56% | $9.23M |
| Endeavour capital advisors | 284.94K | 2.26% | $6.51M |
| Ivc wealth advisors | 40.11K | 0.51% | $915.64K |
| Leeward investments, llc - ma | 404.94K | 0.42% | $9.24M |
| Pacific ridge capital partners | 37.41K | 0.21% | $854.12K |
| Everhart financial group | 22.17K | 0.13% | $506.21K |
| Compass ion advisors | 38.37K | 0.11% | $798.94K |
| Bridgeway capital management | 212.18K | 0.11% | $4.84M |
| Smartleaf asset management | 30.25K | 0.11% | $671.58K |
| Pzena investment management | 1.27M | 0.10% | $28.95M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| American century companies | 482.09K | 0.01% | 83.60K |
| Martingale asset management l p | 45.06K | 0.02% | 45.06K |
| Millennium management | 54.71K | 0.00% | 41.30K |
| Geode capital management | 680.67K | 0.00% | 31.76K |
| Jane street group | 27.75K | 0.00% | 27.75K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Nuveen asset management | 171.62K | 0.00% | -68.79K |
| Ameriprise financial | 131.35K | 0.00% | -54.96K |
| Pzena investment management | 1.27M | 0.10% | -50.64K |
| State of new jersey common pension fund d | 87.07K | 0.01% | -48.49K |
| Jpmorgan chase | 62.99K | 0.00% | -31.80K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Martingale asset management l p | 45.06K | 0.02% | 45.06K | $1.03M |
| Corebridge financial | 15.56K | 0.00% | 15.56K | $355.33K |
| Mirae asset global etfs | 14.64K | 0.00% | 14.64K | $334.30K |
| Srs capital advisors | 719.00 | 0.00% | 719.00 | $16.41K |
| Fifth third bancorp | 619.00 | 0.00% | 619.00 | $14.13K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -8.00 |
| Lynx investment advisory | -20.00 |
| Parkside financial bank & trust | -30.00 |
| Ifp advisors | -38.00 |
| Private wealth management group | -75.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2024 | 138 | -2.82% | 21,898,346 | -0.89% | 74 | 1.33% | 62 | -12.68% | 44 | -2.22% |
| Dec 31, 2023 | 142 | 5.97% | 22,094,779 | 2.00% | 74 | 1.39% | 71 | - | 45 | 9.76% |
| Sep 30, 2023 | 134 | -2.19% | 21,660,962 | 0.27% | 73 | 1.36% | 71 | 2.90% | 41 | -2.38% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| FIAM Small Cap Core CIT Cl B | 1.22M | 4.21% | -3.10K |
| FIAM Small Cap Core Composite | 1.23M | 4.20% | -9.30K |
| JHancock Small Cap Core NAV | 1.02M | 3.52% | -71.45K |
| iShares Russell 2000 ETF | 921.14K | 3.17% | -1.92K |
| Vanguard Total Stock Mkt Idx Inv | 851.82K | 2.93% | -19.14K |
| Strategic Advisers Fidelity US TtlStk | 643.28K | 2.21% | 4.92K |
| Avantis US Small Cap Value ETF | 507.52K | 1.75% | 1.45K |
| Vanguard Institutional Extnd Mkt Idx Tr | 470.55K | 1.62% | -1.88K |
| DFA US Small Cap Value I | 452.56K | 1.56% | 4.18K |
| DFA US Targeted Value I | 374.36K | 1.29% | -8.41K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 01, 2024 | Paquin Natalye | - | Buy | $15.88K |
| Sep 17, 2024 | Keim Michael S | Senior EVP & COO | Sell | $54.07K |
| Sep 18, 2024 | Keim Michael S | Senior EVP & COO | Sell | $104.48K |
| Sep 18, 2024 | SCHWEITZER JEFFREY M | Chairman, President & CEO | Sell | $130.57K |
| Sep 17, 2024 | SCHWEITZER JEFFREY M | Chairman, President & CEO | Sell | $112.57K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q3 | 1 | 17 |
| 2024 Q2 | 1 | 3 |
| 2024 Q1 | 1 | 2 |
| 2023 Q4 | 4 | 1 |
| 2023 Q3 | 1 | - |
UVSP Ownership FAQ
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