Univest Financial Ownership | Who Owns Univest Financial?
Univest Financial Ownership Summary
Univest Financial is owned by 77.60% institutional investors, 2.10% insiders, and 20.30% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 11.87% of UVSP shares. FIAM Small Cap Core Composite is the top mutual fund, with 4.20% of its assets in Univest Financial shares.
UVSP Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Univest Financial | 77.60% | 2.10% | 20.30% |
| Sector | Financial Services Stocks | 40.29% | 14.61% | 45.11% |
| Industry | Regional Banks Stocks | 42.21% | 12.07% | 45.72% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 3.46M | 11.87% | $102.06M |
| Blackrock | 3.36M | 11.42% | $76.70M |
| 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 | 632.35K | 2.17% | $18.66M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Endeavour capital advisors | 242.08K | 2.27% | $7.14M |
| Univest financial | 531.83K | 0.99% | $15.69M |
| Ivc wealth advisors | 40.11K | 0.66% | $1.18M |
| Leeward investments, llc - ma | 375.66K | 0.55% | $11.09M |
| Everhart financial group | 27.64K | 0.17% | $815.63K |
| Pacific ridge capital partners | 22.10K | 0.15% | $652.05K |
| Bridgeway capital management | 198.57K | 0.13% | $5.86M |
| Compass ion advisors | 36.96K | 0.13% | $1.09M |
| Bison wealth | 18.63K | 0.12% | $549.77K |
| Pzena investment management | 1.15M | 0.12% | $33.91M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ameriprise financial | 398.48K | 0.00% | 260.99K |
| State street | 959.26K | 0.00% | 85.89K |
| Raymond james financial | 77.89K | 0.00% | 77.89K |
| Manufacturers life insurance company, the | 1.20M | 0.03% | 75.96K |
| American century companies | 632.35K | 0.01% | 71.27K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Assenagon asset management | 115.53K | 0.01% | -112.79K |
| Royce & associates lp | 182.45K | 0.05% | -61.02K |
| Jane street group | - | - | -48.78K |
| Pzena investment management | 1.15M | 0.12% | -40.63K |
| Nuveen asset management | 136.40K | 0.00% | -35.23K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Raymond james financial | 77.89K | 0.00% | 77.89K | $2.30M |
| Panagora asset management | 23.43K | 0.00% | 23.43K | $691.42K |
| Qube research | 20.16K | 0.00% | 20.16K | $594.92K |
| Exoduspoint capital management, lp | 19.63K | 0.00% | 19.63K | $579.00K |
| Intech investment management | 15.68K | 0.00% | 15.68K | $462.57K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -8.00 |
| Ronald blue trust | -15.00 |
| Lynx investment advisory | -20.00 |
| Riverview trust | -28.00 |
| Covestor | -29.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| FIAM Small Cap Core Composite | 1.22M | 4.20% | -4.14K |
| FIAM Small Cap Core CIT Cl B | 1.22M | 4.20% | - |
| JHancock Small Cap Core NAV | 1.09M | 3.76% | 10.73K |
| Vanguard US Total Market Shares ETF | 870.97K | 3.00% | 2.08K |
| Vanguard Total Stock Mkt Idx Inv | 851.53K | 2.94% | 1.81K |
| iShares Russell 2000 ETF | 824.95K | 2.84% | -7.15K |
| Strategic Advisers Fidelity US TtlStk | 643.58K | 2.22% | - |
| Avantis US Small Cap Value ETF | 571.24K | 1.97% | 390.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 447.60K | 1.54% | 871.00 |
| DFA US Small Cap Value I | 439.73K | 1.52% | -8.64K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 19, 2025 | Vazquez Anne | - | Buy | $35.79K |
| Feb 03, 2025 | Paquin Natalye | - | Buy | $18.66K |
| 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 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | 2 | - |
| 2024 Q4 | 1 | - |
| 2024 Q3 | 1 | 17 |
| 2024 Q2 | 1 | 3 |
| 2024 Q1 | 1 | 2 |
UVSP Ownership FAQ
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