Univest Financial (UVSP) Institutional Ownership

$29.18

+1.01 (+3.59%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 75.07%
Number of Institutional Buyers (last 12 months): 44
Total Institutional Inflows (last 12 months): $24.60M

Number of Institutional Sellers (last 12 months): 28
Total Institutional Outflows (last 12 months): $24.11M

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UVSP Institutional Buying and Selling by Quarter

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Univest Financial Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Bank of New York Mellon Corp	174,115	$3.98M	0.0%	+4.0%	0.595%
7/24/2024	Everhart Financial Group Inc.	22,173	$506K	0.1%	+15.1%	0.076%
7/19/2024	Leeward Investments LLC MA	404,942	$9.25M	0.4%	+5.6%	1.383%
7/18/2024	Assenagon Asset Management S.A.	145,009	$3.31M	0.0%	+5.1%	0.495%
7/17/2024	Wedge Capital Management L L P NC	28,092	$641K	0.0%	-12.3%	0.096%
7/10/2024	CWM LLC	3,731	$85K	0.0%	+212.7%	0.013%
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5/17/2024	Comerica Bank	8,609	$179K	0.0%	+11,533.8%	0.029%
5/16/2024	California State Teachers Retirement System	29,452	$613K	0.0%	-5.1%	0.101%
5/15/2024	Price T Rowe Associates Inc. MD	40,578	$845K	0.0%	-10.7%	0.139%
5/10/2024	Vanguard Group Inc.	1,571,213	$32.71M	0.0%	+1.2%	5.368%
5/9/2024	Pacific Ridge Capital Partners LLC	37,363	$778K	0.2%	-20.6%	0.128%
5/9/2024	State Board of Administration of Florida Retirement System	22,336	$465K	0.0%	N/A	0.076%
5/7/2024	Sei Investments Co.	118,994	$2.48M	0.0%	+28.3%	0.407%
5/7/2024	Bernardo Wealth Planning LLC	12,493	$260K	0.1%	N/A	0.043%
5/7/2024	Empowered Funds LLC	82,701	$1.72M	0.0%	+8.0%	0.283%
5/3/2024	Pzena Investment Management LLC	1,318,891	$27.46M	0.1%	-9.6%	4.506%
5/1/2024	BNP Paribas Financial Markets	19,713	$410K	0.0%	+10.7%	0.067%
4/24/2024	Assenagon Asset Management S.A.	137,910	$2.87M	0.0%	-22.1%	0.467%
4/19/2024	Leeward Investments LLC MA	383,392	$7.98M	0.4%	-4.1%	1.298%
3/22/2024	PNC Financial Services Group Inc.	4,281	$94K	0.0%	+95.7%	0.014%
2/13/2024	The Manufacturers Life Insurance Company	1,197,934	$26.39M	0.0%	+8.9%	4.059%
2/12/2024	Parallel Advisors LLC	2,271	$50K	0.0%	+307.7%	0.008%
2/9/2024	Pzena Investment Management LLC	1,458,921	$32.14M	0.1%	-5.0%	4.944%
2/8/2024	Quadrant Capital Group LLC	9,062	$200K	0.0%	+82.9%	0.031%
2/7/2024	Boston Partners	439,664	$9.59M	0.0%	+4.7%	1.490%
2/7/2024	Dimensional Fund Advisors LP	1,957,085	$43.12M	0.0%	-1.0%	6.632%
2/7/2024	BNP Paribas Financial Markets	17,804	$392K	0.0%	-23.9%	0.060%
2/7/2024	Teacher Retirement System of Texas	27,335	$602K	0.0%	-22.9%	0.093%
2/6/2024	Charles Schwab Investment Management Inc.	303,331	$6.68M	0.0%	+0.9%	1.028%
2/6/2024	UNIVEST FINANCIAL Corp	435,164	$9.59M	2.8%	-16.1%	1.475%
2/6/2024	Swiss National Bank	58,078	$1.28M	0.0%	-10.3%	0.197%
2/5/2024	Victory Capital Management Inc.	47,800	$1.05M	0.0%	+14.1%	0.162%
2/5/2024	Cary Street Partners Investment Advisory LLC	10,238	$226K	0.1%	-16.0%	0.035%
2/2/2024	Leeward Investments LLC MA	399,852	$8.81M	0.4%	-0.7%	1.355%
2/2/2024	Stanley Laman Group Ltd.	9,884	$218K	0.0%	N/A	0.033%
2/2/2024	State of New Jersey Common Pension Fund D	135,564	$2.99M	0.0%	-14.3%	0.459%
2/2/2024	Bailard Inc.	33,400	$736K	0.0%	+203.6%	0.113%
2/1/2024	Wedge Capital Management L L P NC	23,568	$519K	0.0%	+11.6%	0.080%
2/1/2024	Signaturefd LLC	2,853	$63K	0.0%	+212.8%	0.010%
2/1/2024	Lindbrook Capital LLC	1,227	$27K	0.0%	+1,787.7%	0.004%
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1/30/2024	Strs Ohio	29,600	$652K	0.0%	-13.5%	0.100%
1/25/2024	Allspring Global Investments Holdings LLC	5,597	$123K	0.0%	+27.1%	0.019%
1/24/2024	International Assets Investment Management LLC	1,146	$25K	0.0%	+2,103.8%	0.004%
1/17/2024	Assenagon Asset Management S.A.	177,039	$3.90M	0.0%	-2.2%	0.600%
1/16/2024	Raymond James & Associates	30,774	$678K	0.0%	+16.0%	0.104%
12/18/2023	Vanguard Group Inc.	1,495,117	$25.99M	0.0%	-4.1%	5.066%
12/6/2023	Citigroup Inc.	9,619	$167K	0.0%	-54.9%	0.033%
11/30/2023	American Century Companies Inc.	265,738	$4.62M	0.0%	+14.9%	0.901%
11/15/2023	The Manufacturers Life Insurance Company	1,099,925	$19.12M	0.0%	-23.0%	3.727%
11/15/2023	Endeavour Capital Advisors Inc.	48,418	$842K	0.3%	+134.2%	0.164%
11/15/2023	AQR Capital Management LLC	329,731	$5.73M	0.0%	+186.3%	1.117%
11/13/2023	Cary Street Partners Investment Advisory LLC	12,188	$212K	0.0%	+15.7%	0.041%
11/13/2023	Aigen Investment Management LP	11,974	$208K	0.0%	N/A	0.041%
11/13/2023	FMR LLC	2,556,151	$44.43M	0.0%	+5.4%	8.662%
11/13/2023	Rafferty Asset Management LLC	17,752	$309K	0.0%	-17.3%	0.060%
11/9/2023	Pzena Investment Management LLC	1,536,123	$26.70M	0.1%	-0.1%	5.205%
11/8/2023	State of New Jersey Common Pension Fund D	158,221	$2.75M	0.0%	+44.8%	0.536%
11/8/2023	Charles Schwab Investment Management Inc.	300,547	$5.22M	0.0%	+37.6%	1.018%
11/8/2023	Swiss National Bank	64,778	$1.13M	0.0%	+2.7%	0.220%
11/8/2023	New York Life Investment Management LLC	14,998	$261K	0.0%	-13.6%	0.051%
11/8/2023	UNIVEST FINANCIAL Corp	518,498	$9.01M	3.0%	-0.3%	1.757%
11/8/2023	Boston Partners	419,957	$7.25M	0.0%	-3.8%	1.423%
11/7/2023	Quantbot Technologies LP	2,000	$35K	0.0%	+1,029.9%	0.007%
11/7/2023	Barclays PLC	64,598	$1.12M	0.0%	+3.2%	0.219%
11/6/2023	Assenagon Asset Management S.A.	180,994	$3.15M	0.0%	+78.3%	0.614%
11/6/2023	Victory Capital Management Inc.	41,893	$728K	0.0%	-5.3%	0.142%
10/31/2023	Teacher Retirement System of Texas	35,457	$616K	0.0%	-8.2%	0.120%
10/30/2023	Watershed Asset Management L.L.C.	13,782	$240K	0.3%	N/A	0.047%
10/30/2023	Bernardo Wealth Planning LLC	10,085	$175K	0.1%	-8.7%	0.034%
10/27/2023	Allspring Global Investments Holdings LLC	4,403	$77K	0.0%	-97.1%	0.015%
10/26/2023	Strs Ohio	34,200	$594K	0.0%	+20.0%	0.116%
10/25/2023	Everhart Financial Group Inc.	10,942	$190K	0.1%	N/A	0.037%
10/24/2023	Bailard Inc.	11,000	$191K	0.0%	N/A	0.037%
10/24/2023	Raymond James & Associates	26,519	$461K	0.0%	+7.9%	0.090%
10/13/2023	Wedge Capital Management L L P NC	21,120	$367K	0.0%	-60.7%	0.072%
10/11/2023	Leeward Investments LLC MA	402,685	$7.00M	0.4%	-7.2%	1.366%
9/21/2023	Barclays PLC	62,588	$1.13M	0.0%	+7.1%	0.212%
8/14/2023	Apexium Financial LP	15,052	$272K	0.0%	-5.3%	0.051%
8/11/2023	Hotchkis & Wiley Capital Management LLC	285,700	$5.17M	0.0%	+46.3%	0.969%
8/11/2023	The Manufacturers Life Insurance Company	1,429,128	$25.84M	0.0%	+4.2%	4.849%
8/10/2023	Boston Partners	436,509	$8.02M	0.0%	-2.8%	1.481%
8/10/2023	Quadrant Capital Group LLC	3,397	$61K	0.0%	+396.6%	0.012%
8/9/2023	Dimensional Fund Advisors LP	2,103,826	$38.04M	0.0%	-4.9%	7.139%
8/8/2023	UNIVEST FINANCIAL Corp	520,163	$9.41M	2.8%	+4.9%	1.765%
8/7/2023	New York Life Investment Management LLC	17,360	$314K	0.0%	-12.3%	0.059%
8/4/2023	Pzena Investment Management LLC	1,537,767	$27.80M	0.1%	-1.5%	5.218%
8/4/2023	WealthTrust Axiom LLC	10,434	$189K	0.1%	N/A	0.035%
8/3/2023	Los Angeles Capital Management LLC	40,755	$737K	0.0%	-2.8%	0.138%
8/3/2023	Barclays PLC	62,588	$1.13M	0.0%	+7.1%	0.213%
8/3/2023	Bank of New York Mellon Corp	194,140	$3.51M	0.0%	-2.3%	0.660%
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8/2/2023	Bank of Montreal Can	68,721	$1.40M	0.0%	N/A	0.234%
8/2/2023	State of New Jersey Common Pension Fund D	109,299	$1.98M	0.0%	+32.2%	0.371%
8/1/2023	Signaturefd LLC	1,589	$29K	0.0%	+141.9%	0.005%
8/1/2023	Truist Financial Corp	16,330	$295K	0.0%	-21.4%	0.055%
7/31/2023	Strs Ohio	28,500	$515K	0.0%	+14.5%	0.097%
7/27/2023	Victory Capital Management Inc.	44,235	$800K	0.0%	-8.6%	0.150%
7/27/2023	EA Series Trust	31,679	$573K	0.0%	N/A	0.108%
7/27/2023	Leeward Investments LLC MA	433,872	$7.84M	0.4%	-2.6%	1.474%
7/25/2023	Raymond James & Associates	24,577	$444K	0.0%	+25.8%	0.084%
7/25/2023	Assenagon Asset Management S.A.	101,522	$1.84M	0.0%	+21.9%	0.345%

(Data available from 1/1/2016 forward)

UVSP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UVSP shares?: During the previous two years, 88 institutional investors and hedge funds held shares of Univest Financial. The most heavily invested institutionals were FMR LLC ($44.43M), Dimensional Fund Advisors LP ($43.12M), Vanguard Group Inc. ($32.71M), Pzena Investment Management LLC ($27.46M), The Manufacturers Life Insurance Company ($26.39M), Renaissance Technologies LLC ($18.53M), and Boston Partners ($9.59M).Learn more on UVSP's institutional investors.
What percentage of Univest Financial stock is owned by institutional investors?: 75.07% of Univest Financial stock is owned by institutional investors. Learn more on UVSP's institutional investor holdings.
Which institutional investors have been buying Univest Financial stock?: Of the 68 institutional investors that purchased Univest Financial stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Boston Partners ($468.68K), The Manufacturers Life Insurance Company ($219.29K), AQR Capital Management LLC ($214.57K), FMR LLC ($190.66K), Assenagon Asset Management S.A. ($133.76K), Maltese Capital Management LLC ($133.24K), and State of New Jersey Common Pension Fund D ($112.41K).

How much institutional buying is happening at Univest Financial?: Institutional investors have bought a total of 2,733,510 shares in the last 24 months. This purchase volume represents approximately $59.39M in transactions.
Which Univest Financial major shareholders have been selling company stock?: Of the 50 institutional investors that sold Univest Financial stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Allspring Global Investments Holdings LLC ($520.96K), Pzena Investment Management LLC ($412.23K), The Manufacturers Life Insurance Company ($329.20K), Renaissance Technologies LLC ($143.60K), Dimensional Fund Advisors LP ($127.66K), UNIVEST FINANCIAL Corp ($120.53K), and Leeward Investments LLC MA ($95.53K).
How much institutional selling is happening at Univest Financial?: Institutional investors have sold a total of 2,371,816 shares in the last 24 months. This volume of shares sold represents approximately $48.82M in transactions.