Univest Financial Corp Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 3.11 M | $106.59 M | 0.43% | 10.96% |
| FMR LLC | 05/15/2026 | 1.90 M | $65.17 M | -25.47% | 6.70% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 1.89 M | $64.62 M | 0.37% | 6.65% |
| 05/15/2026 | 1.22 M | $41.71 M | 100.00% | 4.29% | |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 05/15/2026 | 1.10 M | $37.53 M | -8.36% | 3.86% |
| STATE STREET CORP | 05/15/2026 | 933.69 K | $31.99 M | 8.78% | 3.29% |
| PZENA INVESTMENT MANAGEMENT LLC | 04/24/2026 | 842.43 K | $28.86 M | -1.61% | 2.97% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 790.94 K | $27.10 M | 1.55% | 2.79% |
| AMERICAN CENTURY COMPANIES INC | 05/15/2026 | 758.00 K | $25.97 M | 8.08% | 2.67% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 583.73 K | $20.00 M | -8.11% | 2.06% |
| UNIVEST FINANCIAL CORP | 05/01/2026 | 501.75 K | $17.19 M | -18.75% | 1.77% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 358.71 K | $12.29 M | -5.52% | 1.26% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 350.94 K | $12.02 M | 8.07% | 1.24% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 05/14/2026 | 346.89 K | $11.88 M | 4.13% | 1.22% |
| LEEWARD INVESTMENTS, LLC - MA | 04/17/2026 | 328.46 K | $11.25 M | -2.69% | 1.16% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 319.80 K | $10.96 M | 128.39% | 1.13% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 05/15/2026 | 300.74 K | $10.30 M | -4.27% | 1.06% |
| NORTHERN TRUST CORP | 05/14/2026 | 296.82 K | $10.17 M | 2.13% | 1.05% |
| 05/08/2026 | 278.49 K | $9.54 M | 100.00% | 0.98% | |
| SEI INVESTMENTS CO | 05/13/2026 | 271.77 K | $9.31 M | 12.06% | 0.96% |
| ASSENAGON ASSET MANAGEMENT S.A. | 04/20/2026 | 257.40 K | $8.82 M | 100.00% | 0.91% |
| MORGAN STANLEY | 05/15/2026 | 252.11 K | $8.64 M | -8.28% | 0.89% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 233.69 K | $8.01 M | -0.54% | 0.82% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2026 | 230.90 K | $7.91 M | 3.37% | 0.81% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 225.85 K | $7.74 M | 18.06% | 0.80% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2026 | 204.97 K | $7.02 M | 320.49% | 0.72% |
| NEUBERGER BERMAN GROUP LLC | 05/14/2026 | 198.60 K | $6.80 M | -3.25% | 0.70% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 186.69 K | $6.40 M | 146.32% | 0.66% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 182.52 K | $6.25 M | 100.00% | 0.64% |
| NUVEEN, LLC | 04/30/2026 | 151.48 K | $5.19 M | -3.22% | 0.53% |
| ENDEAVOUR CAPITAL ADVISORS INC | 05/11/2026 | 138.59 K | $4.75 M | -43.82% | 0.49% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 135.82 K | $4.65 M | -4.47% | 0.48% |
| EMPOWERED FUNDS, LLC | 06/16/2026 | 130.76 K | $4.48 M | 6.11% | 0.46% |
| TUDOR INVESTMENT CORP ET AL | 05/15/2026 | 116.92 K | $4.01 M | 100.00% | 0.41% |
| MAN GROUP PLC | 05/15/2026 | 108.71 K | $3.72 M | 400.69% | 0.38% |
| SG AMERICAS SECURITIES, LLC | 04/16/2026 | 99.16 K | $3.40 M | 359.88% | 0.35% |
| TREXQUANT INVESTMENT LP | 05/15/2026 | 95.31 K | $3.27 M | 70.67% | 0.34% |
| JPMORGAN CHASE & CO | 05/13/2026 | 94.35 K | $3.19 M | -30.40% | 0.33% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 93.26 K | $3.20 M | -1.74% | 0.33% |
| MARTINGALE ASSET MANAGEMENT L P | 05/13/2026 | 93.00 K | $3.19 M | 18.74% | 0.33% |
| STATE OF NEW JERSEY COMMON PENSION FUND D | 05/05/2026 | 88.19 K | $3.02 M | 0.00% | 0.31% |
| CREATIVE PLANNING | 05/12/2026 | 76.55 K | $2.62 M | 1.38% | 0.27% |
| PRUDENTIAL FINANCIAL INC | 05/13/2026 | 72.97 K | $2.50 M | -19.39% | 0.26% |
| UBS ASSET MANAGEMENT AMERICAS INC | 05/13/2026 | 68.51 K | $2.35 M | 19.07% | 0.24% |
| CITADEL ADVISORS LLC | 05/15/2026 | 67.93 K | $2.33 M | 415.13% | 0.24% |
| POINT72 ASSET MANAGEMENT, L.P. | 05/15/2026 | 65.79 K | $2.25 M | -28.05% | 0.23% |
| INTEGRATED QUANTITATIVE INVESTMENTS LLC | 05/13/2026 | 64.63 K | $2.21 M | 169.15% | 0.23% |
| FRANKLIN RESOURCES INC | 05/13/2026 | 61.05 K | $2.09 M | 17.31% | 0.22% |
| ALGERT GLOBAL LLC | 05/14/2026 | 59.01 K | $2.02 M | 19.04% | 0.21% |
| UBS GROUP AG | 05/05/2026 | 57.74 K | $1.98 M | 14.62% | 0.20% |
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Univest Financial Corp institutional Ownership - FAQ's
During the previous two years, 273 institutional investors and hedge funds held shares of Univest Financial Corp. The most heavily invested institutionals were:
BlackRock, Inc.: 3.11 M
FMR LLC: 1.9 M
DIMENSIONAL FUND ADVISORS LP: 1.89 M
MANUFACTURERS LIFE INSURANCE COMPANY, THE: 1.1 M
STATE STREET CORP: 933,686
PZENA INVESTMENT MANAGEMENT LLC: 842,425
78.80% of Univest Financial Corp stock is owned by institutional investors.
Institutional investors have bought a total of 31.50 M shares in the last 24 months. This purchase volume represents approximately $1.05 B in transactions.