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 164 institutions that hold shares in the stock, with a total of 19.5 Million shares, which have been reported (via 13F filing form) to have a value of $616 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
36,864
shares
|
$1.14 Million
0.14% of portfolio
|
Q3 2024
Reduced 3.93%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
31,679
shares
|
$978,564
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
31,164
shares
|
$962,655
0.0% of portfolio
|
Q3 2024
Reduced 24.39%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
30,089
shares
|
$929,449
0.0% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
29,355
shares
|
$906,775
0.09% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
29,091
shares
|
$898,620
0.0% of portfolio
|
Q3 2024
Reduced 46.82%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
28,913
shares
|
$893,122
0.06% of portfolio
|
Q2 2024
Added 7.18%
|
|
|
Victory Capital Management Inc
|
Feb 06, 2025 Q4 2024 |
28,200
shares
|
$871,098
0.0% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
28,177
shares
|
$870,387
0.0% of portfolio
|
Q3 2024
Added 31.17%
|
|
|
Legal & General Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
28,002
shares
|
$864,981
0.0% of portfolio
|
Q3 2024
Reduced 20.16%
|
|
|
Pacific Ridge Capital Partners, LLC
Lake Oswego, OR |
Nov 13, 2024 Q3 2024 |
27,902
shares
|
$861,892
0.2% of portfolio
|
Q3 2024
Reduced 25.42%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Nov 14, 2024 Q3 2024 |
27,649
shares
|
$854,077
0.0% of portfolio
|
Q3 2024
Reduced 3.88%
|
|
|
Everhart Financial Group, Inc.
|
Jan 30, 2025 Q4 2024 |
27,639
shares
|
$853,768
0.17% of portfolio
|
Q4 2024
Added 5.01%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
27,489
shares
|
$849,135
0.0% of portfolio
|
Q4 2023
Reduced 4.78%
|
|
|
Los Angeles Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
26,645
shares
|
$823,064
0.0% of portfolio
|
Q4 2024
Reduced 17.11%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
26,056
shares
|
$804,869
0.0% of portfolio
|
Q2 2023
Added 4.16%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
24,724
shares
|
$763,724
0.0% of portfolio
|
Q4 2024
Added 2.01%
|
|
|
Blb&B Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
23,917
shares
|
$738,796
0.04% of portfolio
|
Q4 2024
Reduced 11.14%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
23,455
shares
|
$724,524
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wedge Capital Management L L P
|
Jan 15, 2025 Q4 2024 |
23,239
shares
|
$717,852
0.01% of portfolio
|
Q4 2024
Reduced 3.02%
|
|
|
Strs Ohio
|
Nov 01, 2024 Q3 2024 |
23,100
shares
|
$713,559
0.0% of portfolio
|
Q3 2024
Reduced 11.49%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
21,132
shares
|
$652,767
0.02% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Lsv Asset Management
Chicago, IL |
Nov 12, 2024 Q3 2024 |
21,000
shares
|
$648,690
0.0% of portfolio
|
Q1 2023
Reduced 11.02%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Nov 12, 2024 Q3 2024 |
20,713
shares
|
$639,824
0.04% of portfolio
|
Q3 2024
Added 93.34%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
19,221
shares
|
$593,736
0.0% of portfolio
|
Q3 2024
Reduced 27.9%
|