Recent Quarter Total Invested
$495.51 M
Recent Quarter Institutional Ownership Percentage
73.75%
Total Invested of Last Quarter
$456.09 M
Ownership Percentage of Last Quarter
74.45%
Univest Financial Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK INC. | 08/13/2024 | 3.36 M | $76.70 M | -0.81% | 11.42% |
| FMR LLC | 08/13/2024 | 2.63 M | $60.08 M | -0.87% | 8.95% |
| DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 1.96 M | $44.71 M | -0.95% | 6.66% |
| VANGUARD GROUP INC | 08/13/2024 | 1.57 M | $35.88 M | 0.04% | 5.34% |
| PZENA INVESTMENT MANAGEMENT LLC | 08/02/2024 | 1.27 M | $28.95 M | -3.84% | 4.31% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 08/14/2024 | 1.21 M | $27.63 M | 1.04% | 4.11% |
| STATE STREET CORP | 08/14/2024 | 891,441 | $20.35 M | -2.17% | 3.03% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 680,675 | $15.54 M | 4.89% | 2.31% |
| RENAISSANCE TECHNOLOGIES LLC | 08/09/2024 | 659,289 | $15.05 M | -0.14% | 2.24% |
| AMERICAN CENTURY COMPANIES INC | 08/07/2024 | 482,089 | $11.01 M | 20.98% | 1.64% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 08/14/2024 | 453,040 | $10.34 M | 5.16% | 1.54% |
| LEEWARD INVESTMENTS, LLC - MA | 07/19/2024 | 404,942 | $9.24 M | 5.62% | 1.38% |
| UNIVEST FINANCIAL CORP | 08/05/2024 | 404,209 | $9.23 M | -0.32% | 1.37% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2024 | 388,080 | $8.86 M | -3.80% | 1.32% |
| NORTHERN TRUST CORP | 08/14/2024 | 335,434 | $7.66 M | -2.13% | 1.14% |
| ENDEAVOUR CAPITAL ADVISORS INC | 08/14/2024 | 284,939 | $6.51 M | -0.52% | 0.97% |
| ROYCE & ASSOCIATES LP | 08/13/2024 | 270,724 | $6.18 M | -2.37% | 0.92% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/12/2024 | 256,775 | $5.86 M | -8.79% | 0.87% |
| NEUBERGER BERMAN GROUP LLC | 08/13/2024 | 238,144 | $5.44 M | 2.59% | 0.81% |
| MORGAN STANLEY | 08/14/2024 | 229,737 | $5.24 M | 4.37% | 0.78% |
| GOLDMAN SACHS GROUP INC | 08/13/2024 | 223,941 | $5.11 M | 4.78% | 0.76% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2024 | 212,180 | $4.84 M | -1.71% | 0.72% |
| BANK OF NEW YORK MELLON CORP | 07/25/2024 | 174,115 | $3.98 M | 4.02% | 0.59% |
| NUVEEN ASSET MANAGEMENT, LLC | 08/09/2024 | 171,622 | $3.92 M | -28.61% | 0.58% |
| ASSENAGON ASSET MANAGEMENT S.A. | 07/18/2024 | 145,009 | $3.31 M | 5.15% | 0.49% |
| SEI INVESTMENTS CO | 08/13/2024 | 141,638 | $3.23 M | 19.03% | 0.48% |
| AMERIPRISE FINANCIAL INC | 08/14/2024 | 131,348 | $3.00 M | -29.50% | 0.45% |
| PRUDENTIAL FINANCIAL INC | 08/13/2024 | 125,224 | $2.86 M | -1.88% | 0.43% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 112,435 | $2.57 M | 20.37% | 0.38% |
| INVESCO LTD. | 08/13/2024 | 102,015 | $2.33 M | -4.16% | 0.35% |
| FIRST TRUST ADVISORS LP | 08/13/2024 | 92,501 | $2.11 M | -5.72% | 0.31% |
| EMPOWERED FUNDS, LLC | 07/30/2024 | 89,001 | $2.03 M | 7.62% | 0.30% |
| STATE OF NEW JERSEY COMMON PENSION FUND D | 08/07/2024 | 87,072 | $1.99 M | -35.77% | 0.30% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/14/2024 | 77,418 | $1.77 M | 24.89% | 0.26% |
| TWO SIGMA ADVISERS, LP | 08/14/2024 | 75,780 | $1.73 M | -1.94% | 0.26% |
| JPMORGAN CHASE & CO | 08/12/2024 | 62,986 | $1.44 M | -33.55% | 0.21% |
| SWISS NATIONAL BANK | 08/08/2024 | 58,078 | $1.33 M | 0.00% | 0.20% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2024 | 54,707 | $1.25 M | 307.99% | 0.19% |
| THRIVENT FINANCIAL FOR LUTHERANS | 08/13/2024 | 53,021 | $1.21 M | -8.45% | 0.18% |
| LOGAN CAPITAL MANAGEMENT INC | 08/14/2024 | 50,427 | $1.15 M | 0.00% | 0.17% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2024 | 48,931 | $1.12 M | 14.16% | 0.17% |
| RHUMBLINE ADVISERS | 08/01/2024 | 47,766 | $1.09 M | 1.06% | 0.16% |
| MARTINGALE ASSET MANAGEMENT L P | 08/12/2024 | 45,057 | $1.03 M | 100.00% | 0.15% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 08/14/2024 | 41,219 | $942,000 | 1.58% | 0.14% |
| UBS ASSET MANAGEMENT AMERICAS INC | 08/14/2024 | 41,033 | $936,784 | 40.77% | 0.14% |
| CREATIVE PLANNING | 08/15/2024 | 40,220 | $918,222 | 21.92% | 0.14% |
| IVC WEALTH ADVISORS LLC | 07/16/2024 | 40,107 | $915,643 | -0.59% | 0.14% |
| RAYMOND JAMES & ASSOCIATES | 07/19/2024 | 39,273 | $896,603 | 6.54% | 0.13% |
| COMPASS ION ADVISORS, LLC | 07/12/2024 | 38,374 | $798,937 | 0.00% | 0.13% |
| PACIFIC RIDGE CAPITAL PARTNERS, LLC | 08/15/2024 | 37,412 | $854,116 | 0.13% | 0.13% |
Univest Financial Corporationinstitutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of UVSP shares?
During the previous two years, 187 institutional investors and hedge funds held shares of Univest Financial Corporation. The most heavily invested institutionals were:
BlackRock Inc.: 3.36 M
FMR LLC: 2.63 M
DIMENSIONAL FUND ADVISORS LP: 1.96 M
VANGUARD GROUP INC: 1.57 M
PZENA INVESTMENT MANAGEMENT LLC: 1.27 M
MANUFACTURERS LIFE INSURANCE COMPANY, THE: 1.21 M
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What percentage of Univest Financial Corporation stock is owned by institutional investors?
73.75% of Univest Financial Corporation stock is owned by institutional investors.
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How much institutional buying is happening at UVSP ?
Institutional investors have bought a total of 26.81 M shares in the last 24 months. This purchase volume represents approximately $731.90 M in transactions.