S&P 500   5,022.21
DOW   37,753.31
QQQ   425.84
ASML Fires Warning Shot For Tech Investors
Checking in with 5 Bitcoin Stocks Ahead of Bitcoin's Halving
Lululemon’s P/E Is Back to 2017 Levels: Should You Buy the Dip?
Abbott Laboratories Outlook is Healthy: Buy the Dip
Closing prices for crude oil, gold and other commodities
Stock market today: World shares are mixed after a tech-led retreat on Wall Street
Prologis Stock Leading U.S. Logistics Boom
S&P 500   5,022.21
DOW   37,753.31
QQQ   425.84
ASML Fires Warning Shot For Tech Investors
Checking in with 5 Bitcoin Stocks Ahead of Bitcoin's Halving
Lululemon’s P/E Is Back to 2017 Levels: Should You Buy the Dip?
Abbott Laboratories Outlook is Healthy: Buy the Dip
Closing prices for crude oil, gold and other commodities
Stock market today: World shares are mixed after a tech-led retreat on Wall Street
Prologis Stock Leading U.S. Logistics Boom
S&P 500   5,022.21
DOW   37,753.31
QQQ   425.84
ASML Fires Warning Shot For Tech Investors
Checking in with 5 Bitcoin Stocks Ahead of Bitcoin's Halving
Lululemon’s P/E Is Back to 2017 Levels: Should You Buy the Dip?
Abbott Laboratories Outlook is Healthy: Buy the Dip
Closing prices for crude oil, gold and other commodities
Stock market today: World shares are mixed after a tech-led retreat on Wall Street
Prologis Stock Leading U.S. Logistics Boom
S&P 500   5,022.21
DOW   37,753.31
QQQ   425.84
ASML Fires Warning Shot For Tech Investors
Checking in with 5 Bitcoin Stocks Ahead of Bitcoin's Halving
Lululemon’s P/E Is Back to 2017 Levels: Should You Buy the Dip?
Abbott Laboratories Outlook is Healthy: Buy the Dip
Closing prices for crude oil, gold and other commodities
Stock market today: World shares are mixed after a tech-led retreat on Wall Street
Prologis Stock Leading U.S. Logistics Boom

Univest Financial (UVSP) Institutional Ownership

$18.44
-0.01 (-0.05%)
(As of 04/17/2024 ET)

Institutional Ownership Changes (13F Filings) for Univest Financial (NASDAQ:UVSP)

Current
Institutional Ownership
Percentage
75.07%
Number of
Institutional Buyers
(last 12 months)
83
Total
Institutional Inflows
(last 12 months)
$58.29M
Number of
Institutional Sellers
(last 12 months)
53
Total
Institutional Outflows
(last 12 months)
$35.98M
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Skip Chart & View Institutional Buying and Selling Data

UVSP Institutional Buying and Selling by Quarter

Univest Financial Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/22/2024PNC Financial Services Group Inc.4,281$94K0.0%+95.7%0.014%
3/11/2024Vanguard Group Inc.1,551,906$34.19M0.0%+3.8%5.256%
2/16/2024Price T Rowe Associates Inc. MD45,437$1.00M0.0%+10.5%0.154%
2/16/2024GSA Capital Partners LLP11,228$247K0.0%N/A0.038%
2/15/2024Barclays PLC74,168$1.63M0.0%+14.8%0.251%
2/15/2024Vanguard Group Inc.1,551,906$34.19M0.0%+3.8%5.259%
2/15/2024Nuveen Asset Management LLC235,541$5.19M0.0%+5.8%0.798%
2/15/2024Occudo Quantitative Strategies LP10,818$238K0.0%-12.3%0.037%
2/15/2024Price T Rowe Associates Inc. MD45,437$1.00M0.0%+10.5%0.154%
2/15/2024Bridgeway Capital Management LLC209,755$4.62M0.1%+11.3%0.711%
2/14/2024Royal Bank of Canada6,831$151K0.0%+38.9%0.023%
2/14/2024Creative Planning31,364$691K0.0%+144.5%0.106%
2/14/2024Cubist Systematic Strategies LLC17,137$378K0.0%-50.0%0.058%
2/14/2024Hotchkis & Wiley Capital Management LLC303,200$6.68M0.0%+1.9%1.027%
2/14/2024Sei Investments Co.92,760$2.04M0.0%+20.2%0.314%
2/14/2024Shell Asset Management Co.7,933$175K0.0%-23.7%0.027%
2/13/2024Northern Trust Corp366,218$8.07M0.0%+1.2%1.241%
2/13/2024Public Employees Retirement Association of Colorado9,600$211K0.0%-83.0%0.033%
2/13/2024Tower Research Capital LLC TRC 8,541$188K0.0%+497.7%0.029%
2/13/2024First Trust Advisors LP96,358$2.12M0.0%+8.1%0.327%
2/13/2024Goldman Sachs Group Inc.215,125$4.74M0.0%-0.4%0.728%
2/13/2024Rafferty Asset Management LLC25,459$561K0.0%+43.4%0.086%
2/13/2024The Manufacturers Life Insurance Company 1,197,934$26.39M0.0%+8.9%4.059%
2/13/2024Campbell & CO Investment Adviser LLC14,376$317K0.0%N/A0.049%
2/13/2024California State Teachers Retirement System31,028$684K0.0%-4.2%0.105%
2/12/2024Parallel Advisors LLC2,271$50K0.0%+307.7%0.008%
2/9/2024Pzena Investment Management LLC1,458,921$32.14M0.1%-5.0%4.944%
2/9/2024UBS Group AG46,899$1.03M0.0%+81.9%0.159%
2/9/2024PNC Financial Services Group Inc.4,281$94K0.0%+95.7%0.015%
2/8/2024Quadrant Capital Group LLC9,062$200K0.0%+82.9%0.031%
2/7/2024Boston Partners439,664$9.59M0.0%+4.7%1.490%
2/7/2024Dimensional Fund Advisors LP1,957,085$43.12M0.0%-1.0%6.632%
2/7/2024BNP Paribas Financial Markets17,804$392K0.0%-23.9%0.060%
2/7/2024Teacher Retirement System of Texas27,335$602K0.0%-22.9%0.093%
2/6/2024Charles Schwab Investment Management Inc.303,331$6.68M0.0%+0.9%1.028%
2/6/2024UNIVEST FINANCIAL Corp435,164$9.59M2.8%-16.1%1.475%
2/6/2024Swiss National Bank58,078$1.28M0.0%-10.3%0.197%
2/5/2024Victory Capital Management Inc.47,800$1.05M0.0%+14.1%0.162%
2/5/2024Cary Street Partners Investment Advisory LLC10,238$226K0.1%-16.0%0.035%
2/2/2024Leeward Investments LLC MA399,852$8.81M0.4%-0.7%1.355%
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2/2/2024Stanley Laman Group Ltd.9,884$218K0.0%N/A0.033%
2/2/2024State of New Jersey Common Pension Fund D135,564$2.99M0.0%-14.3%0.459%
2/2/2024Bailard Inc.33,400$736K0.0%+203.6%0.113%
2/1/2024Wedge Capital Management L L P NC23,568$519K0.0%+11.6%0.080%
2/1/2024Signaturefd LLC2,853$63K0.0%+212.8%0.010%
2/1/2024Lindbrook Capital LLC1,227$27K0.0%+1,787.7%0.004%
1/30/2024Strs Ohio29,600$652K0.0%-13.5%0.100%
1/25/2024Allspring Global Investments Holdings LLC5,597$123K0.0%+27.1%0.019%
1/25/2024 International Assets Investment Management LLC1,146$25K0.0%+2,103.8%0.004%
1/24/2024 International Assets Investment Management LLC1,146$25K0.0%+2,103.8%0.004%
1/17/2024Assenagon Asset Management S.A.177,039$3.90M0.0%-2.2%0.600%
1/16/2024Raymond James & Associates30,774$678K0.0%+16.0%0.104%
12/18/2023Vanguard Group Inc.1,495,117$25.99M0.0%-4.1%5.066%
12/6/2023Citigroup Inc.9,619$167K0.0%-54.9%0.033%
11/30/2023American Century Companies Inc.265,738$4.62M0.0%+14.9%0.901%
11/16/2023Creative Planning12,829$223K0.0%-4.0%0.043%
11/15/2023The Manufacturers Life Insurance Company1,099,925$19.12M0.0%-23.0%3.727%
11/15/2023Sei Investments Co.77,200$1.34M0.0%+55.2%0.262%
11/15/2023Legal & General Group Plc33,581$584K0.0%+74.0%0.114%
11/15/2023Endeavour Capital Advisors Inc.48,418$842K0.3%+134.2%0.164%
11/15/2023Ameriprise Financial Inc.219,429$3.81M0.0%-2.0%0.744%
11/15/2023AQR Capital Management LLC329,731$5.73M0.0%+186.3%1.117%
11/14/2023California State Teachers Retirement System32,401$563K0.0%-6.7%0.110%
11/14/2023Tower Research Capital LLC TRC 1,429$25K0.0%+72.4%0.005%
11/14/2023Qube Research & Technologies Ltd6,486$113K0.0%N/A0.022%
11/14/2023Trexquant Investment LP11,651$202K0.0%N/A0.039%
11/13/2023Cary Street Partners Investment Advisory LLC12,188$212K0.0%+15.7%0.041%
11/13/2023Northern Trust Corp361,931$6.29M0.0%+1.0%1.226%
11/13/2023Aigen Investment Management LP11,974$208K0.0%N/A0.041%
11/13/2023FMR LLC2,556,151$44.43M0.0%+5.4%8.662%
11/13/2023Rafferty Asset Management LLC17,752$309K0.0%-17.3%0.060%
11/9/2023Pzena Investment Management LLC1,536,123$26.70M0.1%-0.1%5.205%
11/9/2023Citigroup Inc.9,619$167K0.0%-54.9%0.033%
11/9/2023UBS Group AG25,787$448K0.0%+55.1%0.087%
11/8/2023State of New Jersey Common Pension Fund D158,221$2.75M0.0%+44.8%0.536%
11/8/2023Charles Schwab Investment Management Inc.300,547$5.22M0.0%+37.6%1.018%
11/8/2023Swiss National Bank64,778$1.13M0.0%+2.7%0.220%
11/8/2023New York Life Investment Management LLC14,998$261K0.0%-13.6%0.051%
11/8/2023UNIVEST FINANCIAL Corp518,498$9.01M3.0%-0.3%1.757%
11/8/2023Boston Partners419,957$7.25M0.0%-3.8%1.423%
11/7/2023Quantbot Technologies LP2,000$35K0.0%+1,029.9%0.007%
11/7/2023Barclays PLC64,598$1.12M0.0%+3.2%0.219%
11/6/2023Assenagon Asset Management S.A.180,994$3.15M0.0%+78.3%0.614%
11/6/2023Victory Capital Management Inc.41,893$728K0.0%-5.3%0.142%
10/31/2023Teacher Retirement System of Texas35,457$616K0.0%-8.2%0.120%
10/30/2023Watershed Asset Management L.L.C.13,782$240K0.3%N/A0.047%
10/30/2023Bernardo Wealth Planning LLC10,085$175K0.1%-8.7%0.034%
10/27/2023Allspring Global Investments Holdings LLC4,403$77K0.0%-97.1%0.015%
10/26/2023Strs Ohio34,200$594K0.0%+20.0%0.116%
10/25/2023Everhart Financial Group Inc.10,942$190K0.1%N/A0.037%
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10/24/2023Bailard Inc.11,000$191K0.0%N/A0.037%
10/24/2023Raymond James & Associates26,519$461K0.0%+7.9%0.090%
10/13/2023Wedge Capital Management L L P NC21,120$367K0.0%-60.7%0.072%
10/11/2023Leeward Investments LLC MA402,685$7.00M0.4%-7.2%1.366%
9/21/2023Barclays PLC62,588$1.13M0.0%+7.1%0.212%
8/21/2023California State Teachers Retirement System34,728$628K0.0%-4.6%0.118%
8/21/2023Osaic Holdings Inc.1,486$27K0.0%-56.3%0.005%
8/16/2023Nuveen Asset Management LLC199,539$3.61M0.0%+5.6%0.677%
8/15/2023Alliancebernstein L.P.26,056$471K0.0%+4.2%0.088%
8/15/2023Wells Fargo & Company MN14,261$258K0.0%+60.5%0.048%
(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, 147 institutional investors and hedge funds held shares of Univest Financial. The most heavily invested institutionals were BlackRock Inc. ($61.94M), FMR LLC ($44.43M), Dimensional Fund Advisors LP ($43.12M), Vanguard Group Inc. ($34.19M), Pzena Investment Management LLC ($32.14M), The Manufacturers Life Insurance Company ($26.39M), and FJ Capital Management LLC ($16.21M).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 119 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: Leeward Investments LLC MA ($493.27K), Boston Partners ($468.68K), BlackRock Inc. ($298.72K), The Manufacturers Life Insurance Company ($251.49K), AQR Capital Management LLC ($225.16K), FMR LLC ($190.66K), and American Century Companies Inc. ($164.21K).

How much institutional buying is happening at Univest Financial?

Institutional investors have bought a total of 5,244,601 shares in the last 24 months. This purchase volume represents approximately $120.50M in transactions.

Which Univest Financial major shareholders have been selling company stock?

Of the 92 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: Royal Bank of Canada ($605.00K), Allspring Global Investments Holdings LLC ($520.96K), The Manufacturers Life Insurance Company ($329.20K), Pzena Investment Management LLC ($272.20K), Endeavour Capital Advisors Inc. ($186.00K), Renaissance Technologies LLC ($176.68K), and UNIVEST FINANCIAL Corp ($131.37K).

How much institutional selling is happening at Univest Financial?

Institutional investors have sold a total of 3,862,216 shares in the last 24 months. This volume of shares sold represents approximately $87.74M in transactions.


This page (NASDAQ:UVSP) was last updated on 4/18/2024 by MarketBeat.com Staff

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