Univest Financial Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 3.46 M | $102.06 M | -0.39% | 11.87% |
| FMR LLC | 02/13/2025 | 2.61 M | $77.05 M | -0.44% | 8.96% |
| DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 1.97 M | $58.24 M | 0.04% | 6.77% |
| VANGUARD GROUP INC | 02/11/2025 | 1.63 M | $47.98 M | -1.83% | 5.58% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 02/14/2025 | 1.20 M | $35.55 M | 6.73% | 4.13% |
| PZENA INVESTMENT MANAGEMENT LLC | 02/07/2025 | 1.15 M | $33.91 M | -3.42% | 3.94% |
| STATE STREET CORP | 02/14/2025 | 959,260 | $28.31 M | 9.83% | 3.29% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 702,572 | $20.74 M | -0.27% | 2.41% |
| AMERICAN CENTURY COMPANIES INC | 02/11/2025 | 632,354 | $18.66 M | 12.70% | 2.17% |
| RENAISSANCE TECHNOLOGIES LLC | 02/13/2025 | 628,689 | $18.55 M | -3.41% | 2.16% |
| UNIVEST FINANCIAL CORP | 02/12/2025 | 531,828 | $15.69 M | 0.07% | 1.83% |
| AMERIPRISE FINANCIAL INC | 02/14/2025 | 398,475 | $11.76 M | 189.83% | 1.37% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 02/14/2025 | 390,770 | $11.53 M | -1.05% | 1.34% |
| LEEWARD INVESTMENTS, LLC - MA | 02/04/2025 | 375,663 | $11.09 M | -6.92% | 1.29% |
| AQR CAPITAL MANAGEMENT LLC | 02/14/2025 | 309,248 | $9.13 M | -4.50% | 1.06% |
| GOLDMAN SACHS GROUP INC | 02/11/2025 | 268,332 | $7.92 M | -2.94% | 0.92% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 245,387 | $7.24 M | -0.20% | 0.84% |
| ENDEAVOUR CAPITAL ADVISORS INC | 02/12/2025 | 242,084 | $7.14 M | -11.39% | 0.83% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/12/2025 | 239,059 | $7.05 M | 1.60% | 0.82% |
| NEUBERGER BERMAN GROUP LLC | 02/13/2025 | 211,771 | $6.25 M | -0.35% | 0.73% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/14/2025 | 198,567 | $5.86 M | -8.44% | 0.68% |
| ROYCE & ASSOCIATES LP | 02/10/2025 | 182,451 | $5.38 M | -25.06% | 0.63% |
| PRUDENTIAL FINANCIAL INC | 02/11/2025 | 173,024 | $5.11 M | 23.04% | 0.59% |
| SEI INVESTMENTS CO | 02/11/2025 | 170,389 | $5.03 M | 0.16% | 0.58% |
| BANK OF NEW YORK MELLON CORP | 02/04/2025 | 152,028 | $4.49 M | 0.53% | 0.52% |
| JPMORGAN CHASE & CO | 02/12/2025 | 139,102 | $4.10 M | 34.36% | 0.48% |
| NUVEEN ASSET MANAGEMENT, LLC | 02/14/2025 | 136,397 | $4.03 M | -20.52% | 0.47% |
| ASSENAGON ASSET MANAGEMENT S.A. | 01/14/2025 | 115,529 | $3.41 M | -49.40% | 0.40% |
| EMPOWERED FUNDS, LLC | 01/28/2025 | 98,430 | $2.90 M | 5.06% | 0.34% |
| STATE OF NEW JERSEY COMMON PENSION FUND D | 01/31/2025 | 87,072 | $2.57 M | 0.00% | 0.30% |
| UBS GROUP AG | 02/14/2025 | 86,860 | $2.56 M | 208.27% | 0.30% |
| INVESCO LTD. | 02/13/2025 | 85,901 | $2.53 M | 3.96% | 0.29% |
| RAYMOND JAMES FINANCIAL INC | 02/13/2025 | 77,891 | $2.30 M | 100.00% | 0.27% |
| MARTINGALE ASSET MANAGEMENT L P | 02/13/2025 | 77,877 | $2.30 M | 8.87% | 0.27% |
| BARCLAYS PLC | 02/13/2025 | 73,185 | $2.16 M | 9.88% | 0.25% |
| CREATIVE PLANNING | 02/14/2025 | 60,893 | $1.80 M | 12.49% | 0.21% |
| SWISS NATIONAL BANK | 02/10/2025 | 57,078 | $1.68 M | 0.00% | 0.20% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 02/11/2025 | 56,148 | $1.66 M | 22.02% | 0.19% |
| LOGAN CAPITAL MANAGEMENT INC | 02/14/2025 | 50,427 | $1.49 M | 0.00% | 0.17% |
| FRANKLIN RESOURCES INC | 02/12/2025 | 48,080 | $1.42 M | -0.48% | 0.17% |
| RHUMBLINE ADVISERS | 01/30/2025 | 46,768 | $1.38 M | 2.89% | 0.16% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/14/2025 | 43,946 | $1.30 M | -7.87% | 0.15% |
| TWO SIGMA ADVISERS, LP | 02/14/2025 | 40,880 | $1.21 M | -31.04% | 0.14% |
| IVC WEALTH ADVISORS LLC | 01/17/2025 | 40,107 | $1.18 M | 0.00% | 0.14% |
| CITIGROUP INC | 02/12/2025 | 40,101 | $1.18 M | 5.90% | 0.14% |
| TUDOR INVESTMENT CORP ET AL | 02/14/2025 | 39,593 | $1.17 M | 68.80% | 0.14% |
| COMPASS ION ADVISORS, LLC | 02/11/2025 | 36,956 | $1.09 M | 0.25% | 0.13% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 02/14/2025 | 32,910 | $972,000 | 5.60% | 0.11% |
| THRIVENT FINANCIAL FOR LUTHERANS | 02/10/2025 | 32,462 | $958,000 | -29.10% | 0.11% |
| TWO SIGMA INVESTMENTS, LP | 02/14/2025 | 31,072 | $916,935 | -36.74% | 0.11% |
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Univest Financial Corporation institutional Ownership - FAQ's
During the previous two years, 207 institutional investors and hedge funds held shares of Univest Financial Corporation. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 3.46 M
FMR LLC: 2.61 M
DIMENSIONAL FUND ADVISORS LP: 1.97 M
VANGUARD GROUP INC: 1.63 M
MANUFACTURERS LIFE INSURANCE COMPANY, THE: 1.2 M
PZENA INVESTMENT MANAGEMENT LLC: 1.15 M
77.60% of Univest Financial Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 31.06 M shares in the last 24 months. This purchase volume represents approximately $899.70 M in transactions.