Univest Financial Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 11/12/2025 | 3.09 M | $92.80 M | -4.38% | 10.71% |
| FMR LLC | 11/13/2025 | 2.59 M | $77.74 M | -0.26% | 8.97% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 1.90 M | $56.96 M | -0.66% | 6.57% |
| VANGUARD GROUP INC | 11/07/2025 | 1.74 M | $52.29 M | 0.97% | 6.04% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11/14/2025 | 1.33 M | $39.86 M | -10.03% | 4.60% |
| PZENA INVESTMENT MANAGEMENT LLC | 11/07/2025 | 890.90 K | $26.74 M | 0.30% | 3.09% |
| STATE STREET CORP | 11/14/2025 | 889.23 K | $26.69 M | 1.90% | 3.08% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 802.81 K | $24.10 M | 3.76% | 2.78% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2025 | 677.85 K | $20.35 M | -1.58% | 2.35% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 643.29 K | $19.31 M | 2.85% | 2.23% |
| UNIVEST FINANCIAL CORP | 10/30/2025 | 505.32 K | $15.17 M | 0.46% | 1.75% |
| LEEWARD INVESTMENTS, LLC - MA | 11/07/2025 | 339.25 K | $10.18 M | -2.20% | 1.18% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/13/2025 | 319.31 K | $9.59 M | -11.24% | 1.11% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 11/14/2025 | 314.96 K | $9.46 M | -6.91% | 1.09% |
| NORTHERN TRUST CORP | 11/14/2025 | 309.77 K | $9.30 M | -0.14% | 1.07% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2025 | 301.75 K | $9.06 M | 0.78% | 1.05% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 275.16 K | $8.26 M | 39.01% | 0.95% |
| ENDEAVOUR CAPITAL ADVISORS INC | 11/07/2025 | 257.11 K | $7.72 M | 0.19% | 0.89% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 239.32 K | $7.18 M | 0.44% | 0.83% |
| MORGAN STANLEY | 11/14/2025 | 231.15 K | $6.94 M | -14.69% | 0.80% |
| SEI INVESTMENTS CO | 11/13/2025 | 229.18 K | $6.88 M | 17.28% | 0.79% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2025 | 214.19 K | $6.43 M | 4.07% | 0.74% |
| NEUBERGER BERMAN GROUP LLC | 11/12/2025 | 199.47 K | $5.99 M | -3.84% | 0.69% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 195.94 K | $5.88 M | 17.95% | 0.68% |
| ALLIANZ ASSET MANAGEMENT GMBH | 11/04/2025 | 189.05 K | $5.68 M | 2.94% | 0.66% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 170.86 K | $5.13 M | 27.83% | 0.59% |
| NUVEEN, LLC | 11/12/2025 | 159.93 K | $4.80 M | 0.00% | 0.55% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 148.86 K | $4.47 M | -0.10% | 0.52% |
| JPMORGAN CHASE & CO | 11/26/2025 | 138.12 K | $4.15 M | 8.60% | 0.48% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 131.95 K | $3.96 M | 18.15% | 0.46% |
| ROYCE & ASSOCIATES LP | 11/12/2025 | 120.36 K | $3.61 M | -8.36% | 0.42% |
| EMPOWERED FUNDS, LLC | 11/13/2025 | 114.05 K | $3.42 M | 7.92% | 0.40% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 101.49 K | $3.05 M | 1.83% | 0.35% |
| PRUDENTIAL FINANCIAL INC | 11/13/2025 | 92.43 K | $2.77 M | 0.02% | 0.32% |
| TWO SIGMA ADVISERS, LP | 11/14/2025 | 79.98 K | $2.40 M | 5.68% | 0.28% |
| MARTINGALE ASSET MANAGEMENT L P | 11/13/2025 | 79.09 K | $2.37 M | 0.93% | 0.27% |
| UBS GROUP AG | 11/13/2025 | 78.57 K | $2.36 M | -43.49% | 0.27% |
| STATE OF NEW JERSEY COMMON PENSION FUND D | 11/07/2025 | 78.24 K | $2.35 M | -12.84% | 0.27% |
| CREATIVE PLANNING | 11/14/2025 | 71.04 K | $2.13 M | -0.10% | 0.25% |
| BARCLAYS PLC | 11/12/2025 | 56.19 K | $1.69 M | -27.02% | 0.19% |
| SWISS NATIONAL BANK | 11/13/2025 | 55.38 K | $1.66 M | 0.00% | 0.19% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 54.85 K | $1.65 M | -73.61% | 0.19% |
| JANE STREET GROUP, LLC | 11/14/2025 | 53.51 K | $1.61 M | 11.40% | 0.19% |
| TREXQUANT INVESTMENT LP | 11/14/2025 | 53.01 K | $1.59 M | 100.00% | 0.18% |
| INVESCO LTD. | 11/13/2025 | 51.61 K | $1.55 M | -19.24% | 0.18% |
| FRANKLIN RESOURCES INC | 11/13/2025 | 50.96 K | $1.53 M | 1.95% | 0.18% |
| UBS ASSET MANAGEMENT AMERICAS INC | 11/14/2025 | 49.97 K | $1.50 M | -41.99% | 0.17% |
| LOGAN CAPITAL MANAGEMENT INC | 11/14/2025 | 48.60 K | $1.46 M | 0.00% | 0.17% |
| RHUMBLINE ADVISERS | 11/06/2025 | 44.01 K | $1.32 M | -1.56% | 0.15% |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 11/14/2025 | 43.37 K | $1.30 M | 94.10% | 0.15% |
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Univest Financial Corporation institutional Ownership - FAQ's
During the previous two years, 250 institutional investors and hedge funds held shares of Univest Financial Corporation. The most heavily invested institutionals were:
BlackRock, Inc.: 3.09 M
FMR LLC: 2.59 M
DIMENSIONAL FUND ADVISORS LP: 1.9 M
VANGUARD GROUP INC: 1.74 M
MANUFACTURERS LIFE INSURANCE COMPANY, THE: 1.33 M
PZENA INVESTMENT MANAGEMENT LLC: 890,902
77.08% of Univest Financial Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 30.99 M shares in the last 24 months. This purchase volume represents approximately $924.91 M in transactions.