Institutional Ownership Univest Financial Corp (UVSP)
This table provides information about the institutional ownership of Univest Financial Corp (UVSP). We have compiled data on the 176 institutions that hold shares in the stock, with a total of 20 Million shares, which have been reported (via 13F filing form) to have a value of $550 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
139,102
shares
|
$3.87 Million
0.0% of portfolio
|
Q4 2024
Added 34.36%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
136,397
shares
|
$3.79 Million
0.0% of portfolio
|
Q4 2024
Reduced 20.52%
|
|
|
Monarch Partners Asset Management LLC
|
Feb 02, 2023 Q4 2022 |
134,456
shares
|
$3.74 Million
1.07% of portfolio
|
Q4 2022
Added 0.24%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
132,333
shares
|
$3.68 Million
0.0% of portfolio
|
Q4 2024
Added 23.05%
|
|
|
Assenagon Asset Management S.A.
|
Jan 14, 2025 Q4 2024 |
115,529
shares
|
$3.21 Million
0.01% of portfolio
|
Q4 2024
Reduced 49.4%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
98,430
shares
|
$2.74 Million
0.04% of portfolio
|
Q4 2024
Added 5.06%
|
|
|
State Of New Jersey Common Pension Fund D
|
Jan 31, 2025 Q4 2024 |
87,072
shares
|
$2.42 Million
0.01% of portfolio
|
Q2 2024
Reduced 35.77%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
86,860
shares
|
$2.41 Million
0.0% of portfolio
|
Q4 2024
Added 208.27%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
85,901
shares
|
$2.39 Million
0.0% of portfolio
|
Q4 2024
Added 3.96%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
77,891
shares
|
$2.17 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Martingale Asset Management L P
Boston, MA |
Feb 13, 2025 Q4 2024 |
77,877
shares
|
$2.16 Million
0.06% of portfolio
|
Q4 2024
Added 8.87%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
73,185
shares
|
$2.03 Million
0.0% of portfolio
|
Q4 2024
Added 9.88%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
60,893
shares
|
$1.69 Million
0.0% of portfolio
|
Q4 2024
Added 12.49%
|
|
|
Swiss National Bank
Zurich, V8 |
Feb 10, 2025 Q4 2024 |
57,078
shares
|
$1.59 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Feb 11, 2025 Q4 2024 |
56,148
shares
|
$1.56 Million
0.01% of portfolio
|
Q4 2024
Added 22.02%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Feb 14, 2025 Q4 2024 |
50,427
shares
|
$1.4 Million
0.07% of portfolio
|
Q2 2020
Added 0.13%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
48,080
shares
|
$1.34 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Rhumbline Advisers
Boston, MA |
Jan 30, 2025 Q4 2024 |
46,768
shares
|
$1.3 Million
0.0% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Feb 14, 2025 Q4 2024 |
43,946
shares
|
$1.22 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.87%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Feb 14, 2025 Q4 2024 |
40,880
shares
|
$1.14 Million
0.0% of portfolio
|
Q4 2024
Reduced 31.04%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
40,303
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
Ivc Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
40,107
shares
|
$1.11 Million
0.67% of portfolio
|
Q2 2024
Reduced 0.58%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
40,101
shares
|
$1.11 Million
0.0% of portfolio
|
Q4 2024
Added 5.9%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Feb 14, 2025 Q4 2024 |
39,593
shares
|
$1.1 Million
0.0% of portfolio
|
Q4 2024
Added 68.8%
|
|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
36,956
shares
|
$1.03 Million
0.14% of portfolio
|
Q4 2024
Added 0.25%
|