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 |
|---|---|---|---|---|---|
|
Sg Americas Securities, LLC
|
Oct 23, 2025 Q3 2025 |
22,475
shares
|
$691,106
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
22,157
shares
|
$681,327
0.0% of portfolio
|
Q3 2025
Added 1474.77%
|
|
|
Strs Ohio
|
Oct 30, 2025 Q3 2025 |
21,800
shares
|
$670,350
0.0% of portfolio
|
Q3 2025
Added 3.81%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
21,184
shares
|
$651,408
0.0% of portfolio
|
Q3 2025
Reduced 23.58%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
20,719
shares
|
$637,109
0.08% of portfolio
|
Q1 2025
Added 36.38%
|
|
|
Victory Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
20,600
shares
|
$633,450
0.0% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
19,999
shares
|
$614,969
0.0% of portfolio
|
Q3 2025
Added 6.42%
|
|
|
Gabelli Funds LLC
Rye, NY |
Nov 12, 2025 Q3 2025 |
19,597
shares
|
$602,607
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
Oct 30, 2025 Q3 2025 |
18,646
shares
|
$573,364
0.0% of portfolio
|
Q3 2025
Added 6.15%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
18,630
shares
|
$572,872
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
18,630
shares
|
$572,872
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
18,169
shares
|
$558,696
0.0% of portfolio
|
Q3 2025
Reduced 41.64%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Nov 10, 2025 Q3 2025 |
17,884
shares
|
$549,933
0.0% of portfolio
|
Q3 2025
Reduced 8.12%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
17,769
shares
|
$546,396
0.01% of portfolio
|
Q3 2025
Added 7.33%
|
|
|
Klp Kapitalforvaltning As
Oslo, Q8 |
Oct 23, 2025 Q3 2025 |
17,300
shares
|
$531,975
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Nov 13, 2025 Q3 2025 |
17,246
shares
|
$530,314
0.0% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Los Angeles Capital Management LLC
|
Oct 20, 2025 Q3 2025 |
16,717
shares
|
$514,047
0.0% of portfolio
|
Q3 2025
Reduced 13.45%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
16,607
shares
|
$510,665
0.0% of portfolio
|
Q3 2025
Added 32.42%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
16,107
shares
|
$495,290
0.0% of portfolio
|
Q3 2025
Reduced 13.88%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
15,937
shares
|
$490,062
0.0% of portfolio
|
Q3 2025
Added 13.54%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2025 Q3 2025 |
15,133
shares
|
$465,339
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Apexium Financial, LP
|
Nov 17, 2025 Q3 2025 |
14,973
shares
|
$460,419
0.02% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Lsv Asset Management
Chicago, IL |
Nov 06, 2025 Q3 2025 |
14,900
shares
|
$458,175
0.0% of portfolio
|
Q4 2024
Reduced 29.05%
|
|
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
14,766
shares
|
$454,054
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
14,508
shares
|
$446,121
0.0% of portfolio
|
Q3 2025
New holding
|
|