UNIVEST FINANCIAL Corp - Common Stock (UVSP)

Historical Holders from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
UVSP on Nasdaq
Shares outstanding
28,866,706
Price per share
$32.74
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares as of 30 Sep 2025
22,244,662
Holdings value
$667,778,696
% of all portfolios
0%
Share change
-319,670
Value change
-$9,602,277
Average buys %
+0%
Average sells %
-0%
Number of holders
182
Price from insider filings
$33.97
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of UNIVEST FINANCIAL Corp - Common Stock (UVSP) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 8.5% $63,770,883 2,453,670 BlackRock, Inc. 31 Mar 2025
As of 30 Sep 2025, UNIVEST FINANCIAL Corp - Common Stock (UVSP) has 182 institutional shareholders filing 13F forms. They hold 22,244,662 shares of 28,866,706 outstanding shares (77%) .

Top 25 institutional shareholders own 65% of the company.

Filer Ownership Nb Shares Share Change % Portfolio % Holdings Value
BlackRock, Inc. 11% 3,091,192 -4.4% 0% $92,797,580
FMR LLC 9% 2,589,587 -0.26% 0% $77,739,402
DIMENSIONAL FUND ADVISORS LP 6.6% 1,897,470 -0.66% 0.01% $56,962,280
VANGUARD GROUP INC 6% 1,741,938 +0.97% 0% $52,292,979
MANUFACTURERS LIFE INSURANCE COMPANY, THE 4.6% 1,327,838 -10% 0.03% $39,861,697
PZENA INVESTMENT MANAGEMENT LLC 3.1% 890,902 +0.3% 0.09% $26,744,878
STATE STREET CORP 3.1% 889,231 +1.9% 0% $26,694,715
GEODE CAPITAL MANAGEMENT, LLC 2.8% 802,805 +3.8% 0% $24,101,370
AMERICAN CENTURY COMPANIES INC 2.3% 677,845 -1.6% 0.01% $20,348,907
RENAISSANCE TECHNOLOGIES LLC 2.2% 643,289 +2.8% 0.03% $19,311,536
UNIVEST FINANCIAL Corp 1.8% 505,323 +0.46% 0.85% $15,169,786
Leeward Investments, LLC - MA 1.2% 339,250 -2.2% 0.52% $10,184,285
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1.1% 319,313 -11% 0.01% $9,585,776
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 1.1% 314,959 -6.9% 0.03% $9,455,069
NORTHERN TRUST CORP 1.1% 309,765 -0.14% 0% $9,299,146
AQR CAPITAL MANAGEMENT LLC 1% 301,745 +0.78% 0.01% $9,058,382
GOLDMAN SACHS GROUP INC 0.95% 275,163 +39% 0% $8,260,398
ENDEAVOUR CAPITAL ADVISORS INC 0.89% 257,112 +0.19% 2.3% $7,718,502
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.83% 239,322 +0.44% 0% $7,184,446
MORGAN STANLEY 0.8% 231,153 -15% 0% $6,939,240
SEI INVESTMENTS CO 0.79% 229,183 +17% 0.01% $6,877,593
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.74% 214,185 +4.1% 0.14% $6,429,834
NEUBERGER BERMAN GROUP LLC 0.69% 199,468 -3.8% 0% $5,988,042
BANK OF AMERICA CORP /DE/ 0.68% 195,944 +18% 0% $5,882,238
Allianz Asset Management GmbH 0.65% 189,045 +2.9% 0.01% $5,675,131

Institutional Holders of UNIVEST FINANCIAL Corp - Common Stock (UVSP) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q4 80,147 $2,625,810 -$860,728 $32.74 8
2025 Q3 22,244,662 $667,778,696 -$9,602,277 $30.02 182
2025 Q2 22,575,439 $678,255,445 -$4,665,706 $30.04 180
2025 Q1 22,768,387 $645,752,170 +$4,893,225 $28.36 176
2024 Q4 22,630,766 $667,821,978 +$8,213,794 $29.51 171
2024 Q3 22,269,886 $626,652,672 +$13,627,301 $28.14 154
2024 Q2 21,697,536 $495,259,806 -$4,313,265 $22.83 136
2024 Q1 21,905,977 $456,197,633 -$3,992,173 $20.82 137
2023 Q4 246,491 $5,430,186 -$683,195 $22.03 2
2023 Q3 21,426,219 $372,334,950 +$123,109 $17.38 130
2023 Q2 21,325,380 $385,855,543 -$4,431,046 $18.08 132
2023 Q1 21,515,965 $510,413,957 +$9,050,213 $23.74 137
2022 Q4 21,286,751 $556,342,014 +$11,987,772 $26.13 131
2022 Q3 20,739,036 $486,989,790 -$4,821,728 $23.48 129
2022 Q2 21,301,890 $541,954,581 +$2,700,628 $25.44 130
2022 Q1 21,313,222 $570,609,660 +$6,427,609 $26.76 139
2021 Q4 21,304,954 $637,113,376 -$1,078,866 $29.92 136
2021 Q3 21,005,884 $575,358,999 +$6,668,356 $27.39 134
2021 Q2 20,733,509 $547,102,243 -$3,164,859 $26.37 132
2021 Q1 20,893,885 $597,211,785 +$17,040,059 $28.59 134
2020 Q4 19,916,632 $410,393,620 +$9,213,771 $20.58 119
2020 Q3 20,041,569 $288,354,052 -$6,791,069 $14.37 121
2020 Q2 20,429,189 $329,139,510 +$7,452,687 $16.14 126
2020 Q1 19,943,962 $325,481,782 -$4,311,214 $16.32 123
2019 Q4 20,079,348 $541,109,802 +$3,447,302 $26.78 147
2019 Q3 19,798,487 $505,172,373 -$1,145,727 $25.51 137
2019 Q2 19,797,390 $520,018,242 +$7,531,076 $26.26 136
2019 Q1 19,874,840 $486,308,618 +$10,565,905 $24.46 130
2018 Q4 19,217,881 $414,021,545 -$8,526,946 $21.57 110
2018 Q3 19,514,963 $516,207,216 +$532,525 $26.45 117
2018 Q2 19,549,041 $537,757,449 -$9,174,785 $27.50 111
2018 Q1 19,927,651 $549,899,990 +$6,908,629 $27.70 112
2017 Q4 19,700,114 $550,844,390 +$76,598,128 $28.05 115
2017 Q3 16,852,386 $539,363,984 +$10,332,183 $32.00 111
2017 Q2 15,583,949 $466,956,885 +$18,152,999 $29.95 110
2017 Q1 15,858,348 $411,082,736 +$56,714,144 $25.90 120
2016 Q4 15,272,546 $471,916,745 +$32,878,742 $30.90 126
2016 Q3 14,252,273 $332,931,835 +$98,724,543 $23.36 117
2016 Q2 10,012,240 $210,445,094 +$15,790,038 $21.02 105
2016 Q1 8,914,276 $173,863,010 +$7,302,484 $19.51 101
2015 Q4 8,687,479 $180,651,449 +$15,512,842 $20.86 100
2015 Q3 7,804,913 $150,044,382 +$3,216,976 $19.22 89
2015 Q2 7,147,068 $145,512,112 +$5,788,014 $20.36 88
2015 Q1 7,415,878 $146,819,469 +$2,835,758 $19.79 86
2014 Q4 7,270,856 $147,111,494 +$5,112,917 $20.24 84
2014 Q3 7,006,638 $131,387,700 -$477,097 $18.75 83
2014 Q2 7,046,693 $145,864,341 +$909,949 $20.70 81
2014 Q1 7,037,809 $144,393,399 +$320,173 $20.52 79