UNIVEST FINANCIAL Corp - Common Stock (UVSP) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
UVSP on Nasdaq
Shares outstanding
28,866,706
Price per share
$34.73
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
22,021,975
Total reported value
$720,958,436
% of total 13F portfolios
0%
Share change
-139,243
Value change
-$3,996,321
Number of holders
193
Price from insider filings
$34.73
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of UNIVEST FINANCIAL Corp - Common Stock (UVSP) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 8.5% $71,107,357 2,453,670 BlackRock, Inc. 31 Mar 2025

As of 31 Dec 2025, 193 institutional investors reported holding 22,021,975 shares of UNIVEST FINANCIAL Corp - Common Stock (UVSP). This represents 76% of the company’s total 28,866,706 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of UNIVEST FINANCIAL Corp - Common Stock (UVSP) together control 64% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 11% 3,097,835 +0.21% 0% $101,423,114
FMR LLC 8.8% 2,552,384 -1.4% 0% $83,565,051
DIMENSIONAL FUND ADVISORS LP 6.5% 1,879,270 -0.96% 0.01% $61,527,742
VANGUARD GROUP INC 5.8% 1,663,013 -4.5% 0% $54,447,045
MANUFACTURERS LIFE INSURANCE COMPANY, THE 4.1% 1,195,475 -10% 0.03% $39,139,852
STATE STREET CORP 3% 858,308 -3.5% 0% $28,101,004
PZENA INVESTMENT MANAGEMENT LLC 3% 856,235 -3.9% 0.08% $28,033,134
GEODE CAPITAL MANAGEMENT, LLC 2.7% 778,841 -3% 0% $25,501,894
AMERICAN CENTURY COMPANIES INC 2.4% 701,363 +3.5% 0.01% $22,962,625
RENAISSANCE TECHNOLOGIES LLC 2.2% 635,230 -1.3% 0.03% $20,797,430
UNIVEST FINANCIAL Corp 2.1% 617,526 +22% 1.1% $20,217,790
GOLDMAN SACHS GROUP INC 1.3% 379,679 +38% 0% $12,430,697
Leeward Investments, LLC - MA 1.2% 337,535 -0.51% 0.56% $11,050,896
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1.2% 333,121 +4.3% 0.01% $10,906,382
AQR CAPITAL MANAGEMENT LLC 1.1% 324,736 +7.6% 0.01% $10,631,844
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 1.1% 314,159 -0.25% 0.03% $10,285,566
NORTHERN TRUST CORP 1% 290,635 -6.2% 0% $9,515,391
MORGAN STANLEY 0.95% 274,875 +19% 0% $8,999,426
ENDEAVOUR CAPITAL ADVISORS INC 0.85% 246,703 -4% 2.2% $8,077,056
SEI INVESTMENTS CO 0.84% 242,525 +5.8% 0.01% $7,939,989
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.81% 234,973 -1.8% 0% $7,693,016
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.77% 223,367 +4.3% 0.15% $7,313,036
NEUBERGER BERMAN GROUP LLC 0.71% 205,276 +2.9% 0.01% $6,720,749
BANK OF AMERICA CORP /DE/ 0.66% 191,296 -2.4% 0% $6,263,032
Nuveen, LLC 0.54% 156,518 -2.1% 0% $5,124,400

Institutional Holders of UNIVEST FINANCIAL Corp - Common Stock (UVSP) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 22,021,975 $720,958,436 -$3,996,321 $32.74 193
2025 Q3 22,244,665 $667,778,607 -$9,602,842 $30.02 182
2025 Q2 22,575,439 $678,255,445 -$4,665,701 $30.04 180
2025 Q1 22,768,387 $645,752,315 +$4,893,225 $28.36 176
2024 Q4 22,630,766 $667,821,834 +$8,213,789 $29.51 171
2024 Q3 22,269,886 $626,652,768 +$13,669,277 $28.14 154
2024 Q2 21,696,043 $495,225,548 -$4,347,322 $22.83 136
2024 Q1 21,905,976 $456,197,332 -$5,471,706 $20.82 137
2023 Q4 22,105,435 $486,893,867 +$10,881,180 $22.03 141
2023 Q3 21,625,939 $375,806,801 +$169,319 $17.38 133
2023 Q2 21,585,409 $390,557,014 -$4,408,969 $18.08 136
2023 Q1 21,773,113 $516,519,342 +$9,385,491 $23.74 140
2022 Q4 21,504,516 $562,032,817 +$11,918,030 $26.13 135
2022 Q3 21,144,135 $496,500,944 -$4,790,358 $23.48 134
2022 Q2 21,304,832 $542,029,736 +$2,675,895 $25.44 132
2022 Q1 21,465,259 $574,677,978 -$9,934,499 $26.76 144
2021 Q4 21,305,956 $637,143,086 -$3,149,590 $29.92 138
2021 Q3 21,081,622 $577,434,256 +$6,577,596 $27.39 135
2021 Q2 20,844,189 $550,020,144 -$3,257,886 $26.37 135
2021 Q1 20,969,676 $599,379,050 +$13,170,113 $28.59 136
2020 Q4 20,554,776 $423,541,785 +$8,938,093 $20.58 123
2020 Q3 20,138,274 $289,754,988 -$5,401,125 $14.37 124
2020 Q2 20,460,720 $329,661,499 +$7,814,722 $16.14 129
2020 Q1 20,018,453 $326,718,770 -$7,685,377 $16.32 126
2019 Q4 20,146,225 $542,920,782 +$4,677,886 $26.78 148
2019 Q3 19,798,487 $505,172,373 -$1,145,196 $25.51 137
2019 Q2 19,825,764 $520,764,242 +$7,399,394 $26.26 138
2019 Q1 19,874,840 $486,308,618 +$10,682,076 $24.46 130
2018 Q4 19,456,664 $419,189,545 -$4,649,901 $21.57 112
2018 Q3 19,567,900 $517,607,216 -$182,288 $26.45 118
2018 Q2 19,572,625 $538,406,449 -$9,734,065 $27.50 112
2018 Q1 19,927,681 $549,900,990 +$5,063,218 $27.70 113
2017 Q4 19,724,137 $553,320,586 +$78,909,845 $28.05 116
2017 Q3 16,852,386 $539,363,984 +$10,333,318 $32.00 111
2017 Q2 16,448,556 $492,851,885 +$17,403,484 $29.95 112
2017 Q1 15,897,521 $412,097,736 +$55,700,872 $25.90 121
2016 Q4 15,376,748 $475,135,745 +$33,705,852 $30.90 128
2016 Q3 14,253,945 $332,970,835 +$98,767,092 $23.36 118
2016 Q2 10,170,444 $213,771,094 +$15,660,441 $21.02 108
2016 Q1 9,317,053 $181,722,010 +$11,651,926 $19.51 103
2015 Q4 8,687,479 $180,651,449 +$15,517,560 $20.86 100
2015 Q3 7,946,223 $152,759,382 +$4,270,020 $19.22 93
2015 Q2 7,360,459 $149,857,112 +$5,635,377 $20.36 90
2015 Q1 7,454,368 $147,580,469 +$2,867,149 $19.79 88
2014 Q4 7,309,686 $147,897,494 +$5,053,997 $20.24 87
2014 Q3 7,061,742 $132,420,700 -$656,095 $18.75 86
2014 Q2 7,088,025 $146,717,341 +$747,439 $20.70 84
2014 Q1 7,050,741 $144,658,399 +$323,392 $20.52 80