Univest Financial Corp Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 08/07/2026 | 3.42 M | $149.50 M | 9.84% | 12.32% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 1.90 M | $82.98 M | 0.55% | 6.84% |
| FMR LLC | 08/13/2026 | 1.57 M | $68.71 M | -17.44% | 5.66% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 1.19 M | $51.96 M | -2.44% | 4.28% |
| STATE STREET CORP | 08/07/2026 | 991.99 K | $43.40 M | 6.24% | 3.58% |
| AMERICAN CENTURY COMPANIES INC | 08/12/2026 | 846.28 K | $37.02 M | 11.65% | 3.05% |
| PZENA INVESTMENT MANAGEMENT LLC | 08/07/2026 | 834.63 K | $36.51 M | -0.93% | 3.01% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 823.66 K | $36.04 M | 4.14% | 2.97% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 09/09/2026 | 764.03 K | $33.43 M | -30.26% | 2.73% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 515.79 K | $22.57 M | -11.64% | 1.86% |
| UNIVEST FINANCIAL CORP | 08/07/2026 | 503.43 K | $22.03 M | 0.34% | 1.81% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 435.01 K | $19.03 M | 23.96% | 1.57% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 424.25 K | $18.56 M | 32.66% | 1.53% |
| ASSENAGON ASSET MANAGEMENT S.A. | 08/21/2026 | 358.18 K | $15.67 M | 39.15% | 1.29% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/13/2026 | 351.28 K | $15.37 M | 1.26% | 1.27% |
| LEEWARD INVESTMENTS, LLC - MA | 07/30/2026 | 321.44 K | $14.06 M | -2.14% | 1.16% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 317.91 K | $13.91 M | 14.15% | 1.15% |
| NORTHERN TRUST CORP | 08/13/2026 | 307.27 K | $13.44 M | 3.52% | 1.11% |
| SEI INVESTMENTS CO | 08/14/2026 | 290.41 K | $12.71 M | 6.86% | 1.05% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 281.62 K | $12.32 M | -21.49% | 1.02% |
| NUVEEN, LLC | 08/11/2026 | 272.92 K | $11.94 M | 80.16% | 0.98% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 08/14/2026 | 267.17 K | $11.69 M | -11.16% | 0.96% |
| MORGAN STANLEY | 08/13/2026 | 250.74 K | $10.97 M | -0.54% | 0.90% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2026 | 239.35 K | $10.47 M | 3.66% | 0.86% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 236.31 K | $10.34 M | 1.12% | 0.85% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 236.31 K | $10.34 M | 100.00% | 0.85% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 206.87 K | $9.05 M | -8.41% | 0.75% |
| NEUBERGER BERMAN GROUP LLC | 08/13/2026 | 187.20 K | $8.19 M | -5.74% | 0.67% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 183.26 K | $8.02 M | 0.41% | 0.66% |
| ACADIAN ASSET MANAGEMENT LLC | 08/13/2026 | 157.34 K | $6.87 M | 10,031.29% | 0.57% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 145.92 K | $6.38 M | -21.84% | 0.53% |
| SG AMERICAS SECURITIES, LLC | 08/07/2026 | 141.03 K | $6.17 M | 42.23% | 0.51% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 140.20 K | $6.13 M | 3.22% | 0.51% |
| EMPOWERED FUNDS, LLC | 08/17/2026 | 139.22 K | $6.09 M | 6.46% | 0.50% |
| TREXQUANT INVESTMENT LP | 08/14/2026 | 136.54 K | $5.97 M | 43.26% | 0.49% |
| POINT72 ASSET MANAGEMENT, L.P. | 08/14/2026 | 131.81 K | $5.77 M | 100.33% | 0.48% |
| TUDOR INVESTMENT CORP ET AL | 08/14/2026 | 128.46 K | $5.62 M | 9.87% | 0.46% |
| MAN GROUP PLC | 08/14/2026 | 124.68 K | $5.45 M | 14.70% | 0.45% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2026 | 114.45 K | $5.01 M | -44.16% | 0.41% |
| ALGERT GLOBAL LLC | 08/13/2026 | 96.36 K | $4.22 M | 63.29% | 0.35% |
| UBS GROUP AG | 08/13/2026 | 95.62 K | $4.18 M | 65.61% | 0.34% |
| JPMORGAN CHASE & CO | 08/12/2026 | 89.48 K | $3.95 M | -5.16% | 0.32% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 86.97 K | $3.80 M | -6.75% | 0.31% |
| CREATIVE PLANNING | 08/13/2026 | 85.82 K | $3.75 M | 12.11% | 0.31% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 82.55 K | $3.61 M | 78.75% | 0.30% |
| BNP PARIBAS ARBITRAGE, SNC | 08/13/2026 | 81.64 K | $3.57 M | 44.94% | 0.29% |
| MARTINGALE ASSET MANAGEMENT L P | 08/13/2026 | 80.88 K | $3.54 M | -13.03% | 0.29% |
| PRUDENTIAL FINANCIAL INC | 08/12/2026 | 70.05 K | $3.06 M | -4.00% | 0.25% |
| STATE OF NEW JERSEY COMMON PENSION FUND D | 08/04/2026 | 69.43 K | $3.04 M | -21.27% | 0.25% |
| UBS ASSET MANAGEMENT AMERICAS INC | 08/13/2026 | 67.62 K | $2.96 M | -1.30% | 0.24% |
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Univest Financial Corp institutional Ownership - FAQ's
During the previous two years, 297 institutional investors and hedge funds held shares of Univest Financial Corp. The most heavily invested institutionals were:
BlackRock, Inc.: 3.42 M
DIMENSIONAL FUND ADVISORS LP: 1.9 M
FMR LLC: 1.57 M
VANGUARD CAPITAL MANAGEMENT LLC: 1.19 M
STATE STREET CORP: 991,985
AMERICAN CENTURY COMPANIES INC: 846,282
82.94% of Univest Financial Corp stock is owned by institutional investors.
Institutional investors have bought a total of 33.65 M shares in the last 24 months. This purchase volume represents approximately $1.12 B in transactions.