Univest Financial Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/02/2025 | 3.42 M | $96.93 M | -1.17% | 11.79% |
| FMR LLC | 05/12/2025 | 2.61 M | $73.94 M | -0.14% | 8.99% |
| DIMENSIONAL FUND ADVISORS LP | 05/13/2025 | 1.95 M | $55.33 M | -1.14% | 6.73% |
| VANGUARD GROUP INC | 05/09/2025 | 1.70 M | $48.08 M | 4.27% | 5.85% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 05/15/2025 | 1.28 M | $36.37 M | 6.46% | 4.42% |
| PZENA INVESTMENT MANAGEMENT LLC | 05/02/2025 | 1.14 M | $32.42 M | -0.52% | 3.94% |
| STATE STREET CORP | 05/15/2025 | 850.90 K | $24.13 M | -11.30% | 2.93% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/13/2025 | 737.07 K | $20.91 M | 4.91% | 2.54% |
| AMERICAN CENTURY COMPANIES INC | 05/13/2025 | 682.82 K | $19.36 M | 7.98% | 2.35% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2025 | 644.27 K | $18.27 M | 2.48% | 2.22% |
| UNIVEST FINANCIAL CORP | 05/08/2025 | 520.58 K | $14.76 M | -2.12% | 1.80% |
| AMERIPRISE FINANCIAL INC | 05/14/2025 | 385.16 K | $10.92 M | -3.34% | 1.33% |
| LEEWARD INVESTMENTS, LLC - MA | 04/29/2025 | 360.03 K | $10.21 M | -4.16% | 1.24% |
| NORTHERN TRUST CORP | 05/13/2025 | 329.99 K | $9.36 M | -2.74% | 1.14% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 05/14/2025 | 308.43 K | $8.75 M | -21.07% | 1.06% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2025 | 307.45 K | $8.72 M | -0.58% | 1.06% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 05/14/2025 | 283.50 K | $8.04 M | 18.59% | 0.98% |
| ENDEAVOUR CAPITAL ADVISORS INC | 05/13/2025 | 256.63 K | $7.28 M | 6.01% | 0.88% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/09/2025 | 235.70 K | $6.68 M | -3.95% | 0.81% |
| MORGAN STANLEY | 05/15/2025 | 225.68 K | $6.40 M | -28.56% | 0.78% |
| GOLDMAN SACHS GROUP INC | 06/27/2025 | 224.24 K | $6.36 M | -16.43% | 0.77% |
| NEUBERGER BERMAN GROUP LLC | 05/13/2025 | 211.33 K | $5.99 M | -0.21% | 0.73% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2025 | 202.65 K | $5.75 M | 2.06% | 0.70% |
| UBS GROUP AG | 05/13/2025 | 200.70 K | $5.69 M | 131.06% | 0.69% |
| SEI INVESTMENTS CO | 05/14/2025 | 179.69 K | $5.10 M | 5.46% | 0.62% |
| ALLIANZ ASSET MANAGEMENT GMBH | 05/05/2025 | 174.63 K | $4.95 M | 100.00% | 0.60% |
| BANK OF NEW YORK MELLON CORP | 04/29/2025 | 150.85 K | $4.28 M | -0.78% | 0.52% |
| JPMORGAN CHASE & CO | 05/12/2025 | 150.50 K | $4.27 M | 8.19% | 0.52% |
| BANK OF AMERICA CORP /DE/ | 05/15/2025 | 131.90 K | $3.74 M | -0.33% | 0.45% |
| ROYCE & ASSOCIATES LP | 05/06/2025 | 131.34 K | $3.72 M | -28.02% | 0.45% |
| 05/12/2025 | 119.32 K | $3.38 M | 100.00% | 0.41% | |
| EMPOWERED FUNDS, LLC | 05/16/2025 | 102.52 K | $2.91 M | 4.15% | 0.35% |
| ASSENAGON ASSET MANAGEMENT S.A. | 04/15/2025 | 100.20 K | $2.84 M | -13.27% | 0.35% |
| STATE OF NEW JERSEY COMMON PENSION FUND D | 05/13/2025 | 89.76 K | $2.55 M | 3.09% | 0.31% |
| PRUDENTIAL FINANCIAL INC | 05/13/2025 | 86.63 K | $2.46 M | -49.93% | 0.30% |
| RAYMOND JAMES FINANCIAL INC | 05/13/2025 | 79.90 K | $2.27 M | 2.57% | 0.28% |
| INVESCO LTD. | 05/12/2025 | 79.27 K | $2.25 M | -7.73% | 0.27% |
| MARTINGALE ASSET MANAGEMENT L P | 05/14/2025 | 78.09 K | $2.21 M | 0.27% | 0.27% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2025 | 68.11 K | $1.93 M | 119.21% | 0.23% |
| CREATIVE PLANNING | 05/15/2025 | 57.17 K | $1.62 M | -6.12% | 0.20% |
| BARCLAYS PLC | 05/15/2025 | 56.51 K | $1.60 M | -22.79% | 0.19% |
| SWISS NATIONAL BANK | 05/12/2025 | 56.28 K | $1.60 M | -1.40% | 0.19% |
| JANE STREET GROUP, LLC | 05/19/2025 | 51.73 K | $1.47 M | 100.00% | 0.18% |
| LOGAN CAPITAL MANAGEMENT INC | 05/16/2025 | 50.43 K | $1.43 M | 0.00% | 0.17% |
| FRANKLIN RESOURCES INC | 05/13/2025 | 47.86 K | $1.36 M | -0.46% | 0.17% |
| TWO SIGMA ADVISERS, LP | 05/15/2025 | 46.98 K | $1.33 M | 14.92% | 0.16% |
| UBS ASSET MANAGEMENT AMERICAS INC | 05/19/2025 | 46.85 K | $1.33 M | 6.60% | 0.16% |
| RHUMBLINE ADVISERS | 05/29/2025 | 44.95 K | $1.27 M | -3.88% | 0.16% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/14/2025 | 43.76 K | $1.24 M | 187.06% | 0.15% |
| PANAGORA ASSET MANAGEMENT INC | 05/15/2025 | 42.78 K | $1.21 M | 82.60% | 0.15% |
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Univest Financial Corporation institutional Ownership - FAQ's
During the previous two years, 204 institutional investors and hedge funds held shares of Univest Financial Corporation. The most heavily invested institutionals were:
Assenagon Asset Management S.A.: 0
FIRST HAWAIIAN BANK: 0
BlackRock, Inc.: 3.42 M
FMR LLC: 2.61 M
DIMENSIONAL FUND ADVISORS LP: 1.95 M
VANGUARD GROUP INC: 1.7 M
78.57% of Univest Financial Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 31.03 M shares in the last 24 months. This purchase volume represents approximately $918.84 M in transactions.