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% |
| FMR LLC | 11/13/2024 | 2.62 M | $73.80 M | -0.34% | 9.00% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 1.97 M | $55.51 M | 0.72% | 6.77% |
| VANGUARD GROUP INC | 11/13/2024 | 1.66 M | $46.60 M | 5.36% | 5.68% |
| 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% |
| LOGAN CAPITAL MANAGEMENT INC | 12/06/2024 | 50,427 | $1.42 M | 0.00% | 0.17% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2024 | 49,120 | $1.38 M | 0.39% | 0.17% |
| JANE STREET GROUP, LLC | 11/15/2024 | 48,782 | $1.37 M | 75.78% | 0.17% |
| FRANKLIN RESOURCES INC | 11/27/2024 | 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% |
Univest Financial Corporationinstitutional Ownership - FAQ's
During the previous two years, 197 institutional investors and hedge funds held shares of Univest Financial Corporation. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 3.47 M
FMR LLC: 2.62 M
DIMENSIONAL FUND ADVISORS LP: 1.97 M
VANGUARD GROUP INC: 1.66 M
PZENA INVESTMENT MANAGEMENT LLC: 1.19 M
MANUFACTURERS LIFE INSURANCE COMPANY, THE: 1.13 M
76.45% of Univest Financial Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 30.19 M shares in the last 24 months. This purchase volume represents approximately $901.84 M in transactions.