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 $621 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
42,403
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2025
Added 4.36%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
40,303
shares
|
$1.24 Million
0.0% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
Ivc Wealth Advisors LLC
|
Oct 09, 2025 Q3 2025 |
40,107
shares
|
$1.23 Million
0.55% of portfolio
|
Q2 2024
Reduced 0.58%
|
|
|
Everhart Financial Group, Inc.
|
Nov 04, 2025 Q3 2025 |
39,041
shares
|
$1.2 Million
0.12% of portfolio
|
Q3 2025
Added 23.25%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
37,281
shares
|
$1.15 Million
0.07% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
37,243
shares
|
$1.15 Million
0.12% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
35,306
shares
|
$1.09 Million
0.0% of portfolio
|
Q2 2025
Added 35.5%
|
|
|
Y Intercept (Hong Kong) LTD
|
Oct 31, 2025 Q3 2025 |
33,439
shares
|
$1.03 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
31,679
shares
|
$974,129
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
30,887
shares
|
$949,775
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Assenagon Asset Management S.A.
|
Oct 07, 2025 Q3 2025 |
30,251
shares
|
$930,218
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Nov 13, 2025 Q3 2025 |
29,982
shares
|
$921,946
0.0% of portfolio
|
Q3 2025
Added 43.27%
|
|
|
Legal & General Group PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
29,704
shares
|
$913,398
0.0% of portfolio
|
Q3 2025
Reduced 2.97%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
28,913
shares
|
$889,074
0.06% of portfolio
|
Q2 2024
Added 7.18%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
27,489
shares
|
$845,286
0.0% of portfolio
|
Q4 2023
Reduced 4.78%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
27,476
shares
|
$844,887
0.0% of portfolio
|
Q3 2025
Added 76.33%
|
|
|
Wedge Capital Management L L P
|
Oct 10, 2025 Q3 2025 |
27,096
shares
|
$833,202
0.01% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Nov 14, 2025 Q3 2025 |
26,892
shares
|
$826,929
0.0% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Oct 30, 2025 Q3 2025 |
26,058
shares
|
$801,283
0.0% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
25,980
shares
|
$798,885
0.0% of portfolio
|
Q3 2025
Added 19.81%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 22, 2025 Q3 2025 |
24,172
shares
|
$743,289
0.14% of portfolio
|
Q3 2025
Added 16.84%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Oct 28, 2025 Q3 2025 |
23,957
shares
|
$736,677
0.06% of portfolio
|
Q3 2025
Reduced 24.9%
|
|
|
Blb&B Advisors, LLC
|
Oct 31, 2025 Q3 2025 |
23,917
shares
|
$735,447
0.03% of portfolio
|
Q3 2025
Reduced 5.91%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
23,815
shares
|
$732,311
0.0% of portfolio
|
Q3 2025
Added 17.81%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
22,817
shares
|
$701,622
0.0% of portfolio
|
Q3 2025
Added 118.2%
|
|