Univest Financial Corp Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 02/12/2026 | 3.10 M | $101.42 M | 0.21% | 10.78% |
| FMR LLC | 02/17/2026 | 2.55 M | $83.57 M | -1.44% | 8.99% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 1.88 M | $61.53 M | -0.96% | 6.62% |
| VANGUARD GROUP INC | 01/29/2026 | 1.66 M | $54.45 M | -4.53% | 5.79% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 02/13/2026 | 1.20 M | $39.14 M | -9.97% | 4.21% |
| PZENA INVESTMENT MANAGEMENT LLC | 02/06/2026 | 856.24 K | $28.03 M | -3.89% | 3.02% |
| STATE STREET CORP | 02/13/2026 | 858.31 K | $28.10 M | -3.48% | 2.99% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 778.84 K | $25.50 M | -2.99% | 2.71% |
| AMERICAN CENTURY COMPANIES INC | 02/13/2026 | 701.36 K | $22.96 M | 3.47% | 2.44% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 635.23 K | $20.80 M | -1.25% | 2.21% |
| UNIVEST FINANCIAL CORP | 02/04/2026 | 617.53 K | $20.22 M | 22.20% | 2.18% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 379.68 K | $12.43 M | 37.98% | 1.32% |
| LEEWARD INVESTMENTS, LLC - MA | 02/05/2026 | 337.54 K | $11.05 M | -0.51% | 1.19% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/13/2026 | 333.12 K | $10.91 M | 4.32% | 1.16% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 324.74 K | $10.63 M | 7.62% | 1.14% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 02/17/2026 | 314.16 K | $10.29 M | -0.25% | 1.09% |
| NORTHERN TRUST CORP | 02/17/2026 | 290.64 K | $9.52 M | -6.18% | 1.02% |
| MORGAN STANLEY | 02/13/2026 | 274.88 K | $9.00 M | 18.92% | 0.96% |
| ENDEAVOUR CAPITAL ADVISORS INC | 02/09/2026 | 246.70 K | $8.08 M | -4.05% | 0.87% |
| SEI INVESTMENTS CO | 02/13/2026 | 242.53 K | $7.94 M | 5.82% | 0.85% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 234.97 K | $7.69 M | -1.82% | 0.83% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/17/2026 | 223.37 K | $7.31 M | 4.29% | 0.78% |
| NEUBERGER BERMAN GROUP LLC | 02/13/2026 | 205.28 K | $6.72 M | 2.91% | 0.72% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 191.30 K | $6.26 M | -2.37% | 0.67% |
| NUVEEN, LLC | 02/12/2026 | 156.52 K | $5.12 M | -2.13% | 0.54% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 142.17 K | $4.65 M | -4.50% | 0.50% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 140.02 K | $4.58 M | 6.12% | 0.49% |
| JPMORGAN CHASE & CO | 02/11/2026 | 135.56 K | $4.44 M | -1.85% | 0.48% |
| EMPOWERED FUNDS, LLC | 02/11/2026 | 123.23 K | $4.03 M | 8.05% | 0.43% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 94.92 K | $3.11 M | -6.48% | 0.33% |
| POINT72 ASSET MANAGEMENT, L.P. | 02/17/2026 | 91.44 K | $2.99 M | 100.00% | 0.32% |
| PRUDENTIAL FINANCIAL INC | 02/13/2026 | 90.52 K | $2.96 M | -2.06% | 0.32% |
| STATE OF NEW JERSEY COMMON PENSION FUND D | 01/30/2026 | 88.19 K | $2.89 M | 12.72% | 0.31% |
| TWO SIGMA ADVISERS, LP | 02/17/2026 | 83.08 K | $2.72 M | 3.88% | 0.29% |
| ROYCE & ASSOCIATES LP | 02/09/2026 | 78.56 K | $2.57 M | -34.73% | 0.28% |
| MARTINGALE ASSET MANAGEMENT L P | 02/13/2026 | 78.32 K | $2.56 M | -0.97% | 0.28% |
| CREATIVE PLANNING | 02/17/2026 | 75.51 K | $2.47 M | 6.30% | 0.27% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 75.79 K | $2.48 M | -55.64% | 0.26% |
| BARCLAYS PLC | 02/13/2026 | 68.64 K | $2.25 M | 22.16% | 0.24% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 59.39 K | $1.94 M | 8.26% | 0.21% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/13/2026 | 57.54 K | $1.88 M | 15.15% | 0.20% |
| SWISS NATIONAL BANK | 02/12/2026 | 56.88 K | $1.86 M | 2.71% | 0.20% |
| TREXQUANT INVESTMENT LP | 02/17/2026 | 55.84 K | $1.83 M | 5.35% | 0.19% |
| FRANKLIN RESOURCES INC | 02/11/2026 | 52.04 K | $1.70 M | 2.12% | 0.18% |
| UBS GROUP AG | 01/29/2026 | 50.38 K | $1.65 M | -35.88% | 0.18% |
| ALGERT GLOBAL LLC | 02/17/2026 | 49.57 K | $1.62 M | 100.00% | 0.17% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 02/17/2026 | 48.75 K | $1.60 M | 57.82% | 0.17% |
| LOGAN CAPITAL MANAGEMENT INC | 02/12/2026 | 48.60 K | $1.59 M | 0.00% | 0.17% |
| Y-INTERCEPT (HONG KONG) LTD | 02/13/2026 | 46.01 K | $1.51 M | 37.60% | 0.16% |
| JANE STREET GROUP, LLC | 02/12/2026 | 43.31 K | $1.42 M | -19.05% | 0.15% |
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Univest Financial Corp institutional Ownership - FAQ's
During the previous two years, 268 institutional investors and hedge funds held shares of Univest Financial Corp. The most heavily invested institutionals were:
PZENA INVESTMENT MANAGEMENT LLC: 842,425
UNIVEST FINANCIAL Corp: 501,751
Leeward Investments, LLC - MA: 328,464
Assenagon Asset Management S.A.: 257,403
Nuveen, LLC: 151,482
Bank of New York Mellon Corp: 135,818
77.18% of Univest Financial Corp stock is owned by institutional investors.
Institutional investors have bought a total of 31.48 M shares in the last 24 months. This purchase volume represents approximately $1.05 B in transactions.