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 161 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 $600 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
18,151
shares
|
$551,608
0.0% of portfolio
|
Q3 2024
Added 40.92%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
17,648
shares
|
$536,322
0.0% of portfolio
|
Q3 2024
Reduced 80.92%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
17,600
shares
|
$534,864
0.06% of portfolio
|
Q1 2023
Added 10.0%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
17,500
shares
|
$531,825
0.0% of portfolio
|
Q3 2024
Reduced 50.69%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
17,390
shares
|
$528,482
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Nov 13, 2024 Q3 2024 |
16,590
shares
|
$504,170
0.0% of portfolio
|
Q2 2024
Added 10.24%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Nov 14, 2024 Q3 2024 |
15,854
shares
|
$481,803
0.0% of portfolio
|
Q3 2024
Added 8.27%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
15,244
shares
|
$463,265
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
14,997
shares
|
$455,758
0.0% of portfolio
|
Q3 2024
Added 3.94%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
14,852
shares
|
$451,352
0.03% of portfolio
|
Q3 2023
Reduced 1.33%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Nov 08, 2024 Q3 2024 |
14,832
shares
|
$450,744
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
14,644
shares
|
$445,031
0.01% of portfolio
|
Q2 2020
Added 12.66%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
13,859
shares
|
$421,175
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Janus Henderson Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
13,179
shares
|
$400,509
0.0% of portfolio
|
Q2 2024
Reduced 1.13%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2024 Q3 2024 |
12,762
shares
|
$387,837
0.0% of portfolio
|
Q2 2024
Reduced 23.96%
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
Nov 14, 2024 Q3 2024 |
12,252
shares
|
$372,338
0.07% of portfolio
|
Q3 2024
Added 33.09%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
12,042
shares
|
$365,956
0.01% of portfolio
|
Q2 2024
Added 0.45%
|
|
|
Bernardo Wealth Planning LLC
|
Jan 16, 2025 Q4 2024 |
11,930
shares
|
$362,552
0.08% of portfolio
|
Q4 2024
Reduced 7.71%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
11,750
shares
|
$357,082
0.09% of portfolio
|
Q4 2024
Reduced 22.95%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
10,921
shares
|
$331,889
0.0% of portfolio
|
Q1 2024
Added 0.14%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
10,881
shares
|
$330,673
0.0% of portfolio
|
Q3 2024
Reduced 9.07%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
10,782
shares
|
$327,664
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cambria Investment Management, L.P.
|
Nov 14, 2024 Q3 2024 |
10,375
shares
|
$315,296
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Trust Axiom LLC
|
Nov 13, 2024 Q3 2024 |
10,227
shares
|
$310,798
0.09% of portfolio
|
Q3 2023
Reduced 1.98%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Jan 29, 2025 Q4 2024 |
9,884
shares
|
$300,374
0.04% of portfolio
|
Q4 2023
New holding
|