Recent Quarter Total Invested
$625.20 M
Recent Quarter Institutional Ownership Percentage
76.26%
Total Invested of Last Quarter
$495.84 M
Ownership Percentage of Last Quarter
73.8%
Univest Financial Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 3.47 M | $97.70 M | 100.00% | 11.92% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 1.97 M | $55.51 M | 0.72% | 6.77% |
| PZENA INVESTMENT MANAGEMENT LLC | 11/08/2024 | 1.19 M | $33.48 M | -6.19% | 4.08% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11/13/2024 | 1.13 M | $31.76 M | -6.76% | 3.87% |
| STATE STREET CORP | 11/14/2024 | 873,371 | $24.58 M | -2.03% | 3.00% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 704,445 | $19.83 M | 3.49% | 2.42% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 650,889 | $18.32 M | -1.27% | 2.23% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2024 | 561,089 | $15.79 M | 16.39% | 1.93% |
| UNIVEST FINANCIAL CORP | 11/14/2024 | 531,448 | $14.95 M | 31.48% | 1.82% |
| LEEWARD INVESTMENTS, LLC - MA | 10/31/2024 | 403,576 | $11.36 M | -0.34% | 1.39% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 11/14/2024 | 394,900 | $11.11 M | -12.83% | 1.36% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2024 | 323,832 | $9.11 M | -16.56% | 1.11% |
| MORGAN STANLEY | 11/14/2024 | 313,371 | $8.82 M | 36.40% | 1.08% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 276,465 | $7.78 M | 23.45% | 0.95% |
| ENDEAVOUR CAPITAL ADVISORS INC | 11/14/2024 | 273,189 | $7.69 M | -4.12% | 0.94% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 245,883 | $6.92 M | -4.24% | 0.84% |
| ROYCE & ASSOCIATES LP | 11/06/2024 | 243,466 | $6.85 M | -10.07% | 0.84% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/14/2024 | 235,290 | $6.62 M | 203.92% | 0.81% |
| ASSENAGON ASSET MANAGEMENT S.A. | 10/23/2024 | 228,321 | $6.42 M | 57.45% | 0.78% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2024 | 216,870 | $6.10 M | 2.21% | 0.74% |
| NEUBERGER BERMAN GROUP LLC | 11/14/2024 | 212,513 | $5.98 M | -10.76% | 0.73% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 171,622 | $4.83 M | 0.00% | 0.59% |
| SEI INVESTMENTS CO | 11/12/2024 | 170,122 | $4.79 M | 20.11% | 0.58% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 151,221 | $4.26 M | -13.15% | 0.52% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 137,485 | $3.87 M | 4.67% | 0.47% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 107,541 | $3.03 M | -4.35% | 0.37% |
| JPMORGAN CHASE & CO | 11/08/2024 | 103,531 | $2.91 M | 64.37% | 0.36% |
| EMPOWERED FUNDS, LLC | 11/06/2024 | 93,691 | $2.64 M | 5.27% | 0.32% |
| STATE OF NEW JERSEY COMMON PENSION FUND D | 11/04/2024 | 87,072 | $2.45 M | 0.00% | 0.30% |
| INVESCO LTD. | 11/12/2024 | 82,629 | $2.33 M | -19.00% | 0.28% |
| MARTINGALE ASSET MANAGEMENT L P | 11/14/2024 | 71,530 | $2.01 M | 58.75% | 0.25% |
| BARCLAYS PLC | 11/19/2024 | 66,603 | $1.88 M | 91.28% | 0.23% |
| TWO SIGMA ADVISERS, LP | 11/14/2024 | 59,280 | $1.67 M | -21.77% | 0.20% |
| SWISS NATIONAL BANK | 11/07/2024 | 57,078 | $1.61 M | -1.72% | 0.20% |
| CREATIVE PLANNING | 10/11/2024 | 54,132 | $1.52 M | 34.59% | 0.19% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2024 | 49,120 | $1.38 M | 0.39% | 0.17% |
| FRANKLIN RESOURCES INC | 11/12/2024 | 48,312 | $1.35 M | 35.93% | 0.17% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 11/13/2024 | 46,017 | $1.30 M | 86.14% | 0.16% |
| THRIVENT FINANCIAL FOR LUTHERANS | 11/07/2024 | 45,786 | $1.29 M | -13.65% | 0.16% |
| RHUMBLINE ADVISERS | 11/12/2024 | 45,453 | $1.28 M | -4.84% | 0.16% |
| RAYMOND JAMES & ASSOCIATES | 10/18/2024 | 40,303 | $1.13 M | 2.62% | 0.14% |
| IVC WEALTH ADVISORS LLC | 10/24/2024 | 40,107 | $1.13 M | 0.00% | 0.14% |
| COMPASS ION ADVISORS, LLC | 10/18/2024 | 36,864 | $1.04 M | -3.94% | 0.13% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 11/04/2024 | 32,145 | $904,560 | -10.57% | 0.11% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2024 | 31,164 | $877,000 | -24.39% | 0.11% |
| LPL FINANCIAL LLC | 11/08/2024 | 30,089 | $846,697 | -1.02% | 0.10% |
| SMARTLEAF ASSET MANAGEMENT LLC | 11/13/2024 | 29,636 | $806,705 | -2.03% | 0.10% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 29,091 | $818,621 | -46.82% | 0.10% |
| UBS GROUP AG | 11/14/2024 | 28,177 | $792,900 | 31.17% | 0.10% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 28,002 | $787,977 | -20.16% | 0.10% |
Univest Financial Corporationinstitutional Ownership - Frequently Asked Questions
-
Who are the largest shareholders of UVSP shares?
During the previous two years, 191 institutional investors and hedge funds held shares of Univest Financial Corporation. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 3.47 M
DIMENSIONAL FUND ADVISORS LP: 1.97 M
PZENA INVESTMENT MANAGEMENT LLC: 1.19 M
MANUFACTURERS LIFE INSURANCE COMPANY, THE: 1.13 M
STATE STREET CORP: 873,371
GEODE CAPITAL MANAGEMENT, LLC: 704,445
-
What percentage of Univest Financial Corporation stock is owned by institutional investors?
76.26% of Univest Financial Corporation stock is owned by institutional investors.
-
How much institutional buying is happening at UVSP ?
Institutional investors have bought a total of 25.85 M shares in the last 24 months. This purchase volume represents approximately $814.60 M in transactions.