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 196 institutions that hold shares in the stock, with a total of 20.2 Million shares, which have been reported (via 13F filing form) to have a value of $620 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nuveen, LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
159,928
shares
|
$4.92 Million
0.0% of portfolio
|
Q2 2025
Added 34.03%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
138,124
shares
|
$4.25 Million
0.0% of portfolio
|
Q3 2025
Reduced 8.22%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
136,397
shares
|
$4.19 Million
0.0% of portfolio
|
Q4 2024
Reduced 20.52%
|
|
|
Monarch Partners Asset Management LLC
|
Feb 02, 2023 Q4 2022 |
134,456
shares
|
$4.13 Million
1.07% of portfolio
|
Q4 2022
Added 0.24%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
131,946
shares
|
$4.06 Million
0.01% of portfolio
|
Q3 2025
Added 18.15%
|
|
|
Royce & Associates LP
|
Nov 12, 2025 Q3 2025 |
120,358
shares
|
$3.7 Million
0.04% of portfolio
|
Q3 2025
Reduced 8.36%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
114,048
shares
|
$3.51 Million
0.04% of portfolio
|
Q3 2025
Added 7.92%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
101,491
shares
|
$3.12 Million
0.0% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2025 Q3 2025 |
92,425
shares
|
$2.84 Million
0.0% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2025 Q3 2025 |
79,980
shares
|
$2.46 Million
0.01% of portfolio
|
Q3 2025
Added 5.68%
|
|
|
Martingale Asset Management L P
Boston, MA |
Nov 13, 2025 Q3 2025 |
79,091
shares
|
$2.43 Million
0.06% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
78,565
shares
|
$2.42 Million
0.0% of portfolio
|
Q3 2025
Reduced 43.49%
|
|
|
State Of New Jersey Common Pension Fund D
|
Nov 07, 2025 Q3 2025 |
78,236
shares
|
$2.41 Million
0.01% of portfolio
|
Q3 2025
Reduced 12.84%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
71,037
shares
|
$2.18 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
56,188
shares
|
$1.73 Million
0.0% of portfolio
|
Q3 2025
Reduced 27.02%
|
|
|
Swiss National Bank
Zurich, V8 |
Nov 13, 2025 Q3 2025 |
55,378
shares
|
$1.7 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.6%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
54,852
shares
|
$1.69 Million
0.0% of portfolio
|
Q3 2025
Reduced 73.61%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
53,505
shares
|
$1.65 Million
0.0% of portfolio
|
Q3 2025
Added 11.4%
|
|
|
Trexquant Investment LP
Stamford, CT |
Nov 14, 2025 Q3 2025 |
53,005
shares
|
$1.63 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
51,614
shares
|
$1.59 Million
0.0% of portfolio
|
Q3 2025
Reduced 19.24%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
50,956
shares
|
$1.57 Million
0.0% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Nov 14, 2025 Q3 2025 |
49,968
shares
|
$1.54 Million
0.0% of portfolio
|
Q3 2025
Reduced 41.99%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Nov 14, 2025 Q3 2025 |
48,600
shares
|
$1.49 Million
0.06% of portfolio
|
Q2 2025
Reduced 3.62%
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 06, 2025 Q3 2025 |
44,009
shares
|
$1.35 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Nov 14, 2025 Q3 2025 |
43,368
shares
|
$1.33 Million
0.01% of portfolio
|
Q3 2025
Added 94.1%
|
|