Who Owns Univest Financial Corporation (UVSP)?Hedge Fund & Institutional Holders

$32.59-0.17 (-0.52%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$5.900049000471274e+208T

% of Float Held

6.5847232849483025e+283%

QoQ Change in Holders

+15 / -0

Price History

$25.30$27.93$30.56$33.20$35.83Sep 24Jun 25Mar 26

UVSP — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
UNIVEST FINANCIAL CorpNew Position+618K+$20.2M
Bank of New York Mellon CorpNew Position+142K+$3.0M
Point72 Asset Management, L.P.New Position+91K+$2.0M
Everhart Financial Group, Inc.New Position+40K+$1.3M
Compass Ion Advisors, LLCNew Position+37K+$1.2M
ALGERT GLOBAL LLCNew Position+50K+$1.0M
Campbell & CO Investment Adviser LLCNew Position+38K+$1.0M
Y-Intercept (Hong Kong) LtdNew Position+46K+$1.0M
Smartleaf Asset Management LLCNew Position+38K+$1.0M
Integrated Quantitative Investments LLCNew Position+24K+$786K
BLB&B Advisors, LLCNew Position+24K+$783K
TEACHER RETIREMENT SYSTEM OF TEXASNew Position+24K+$777K
Bernardo Wealth Planning LLCNew Position+24K+$769K
Universal- Beteiligungs- und Servicegesellschaft mbHNew Position+22K+$731K
SG Americas Securities, LLCNew Position+22K+$706K

UVSP — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
FMR LLCDecreased-37K-$77.7B
DIMENSIONAL FUND ADVISORS LPDecreased-18K-$56.9B
VANGUARD GROUP INCDecreased-79K-$52.2B
MANUFACTURERS LIFE INSURANCE COMPANY, THEDecreased-132K-$39.8B
PZENA INVESTMENT MANAGEMENT LLCDecreased-35K-$26.7B
STATE STREET CORPDecreased-31K-$26.7B
GEODE CAPITAL MANAGEMENT, LLCDecreased-24K-$24.1B
RENAISSANCE TECHNOLOGIES LLCDecreased-8K-$19.3B
Leeward Investments, LLC - MADecreased-2K-$10.2B
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCDecreased-800-$9.4B
NORTHERN TRUST CORPDecreased-19K-$9.3B
ENDEAVOUR CAPITAL ADVISORS INCDecreased-10K-$7.7B
CHARLES SCHWAB INVESTMENT MANAGEMENT INCDecreased-4K-$7.2B
BANK OF AMERICA CORP /DE/Decreased-5K-$5.9B
MILLENNIUM MANAGEMENT LLCDecreased-95K-$5.1B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1DIMENSIONAL FUND ADVISORS LP1,820,652$59.0M0.01%Share
2FMR LLC1,515,899$49.0M0.00%Share
3VANGUARD GROUP INC1,439,460$47.1M0.00%Share
4MANUFACTURERS LIFE INSURANCE COMPANY, THE1,195,475$39.0M0.03%Share
5BlackRock, Inc.1,203,976$39.0M0.00%Share
6BlackRock, Inc.1,165,689$38.0M0.00%Share
7PZENA INVESTMENT MANAGEMENT LLC856,235$28.0M0.08%Share
8STATE STREET CORP858,308$28.0M0.00%Share
9GEODE CAPITAL MANAGEMENT, LLC686,718$22.0M0.00%Share
10AMERICAN CENTURY COMPANIES INC701,363$22.0M0.01%Share
11RENAISSANCE TECHNOLOGIES LLC635,230$20.0M0.03%Share
12FMR LLC617,102$20.0M0.00%Share
13FMR LLC419,383$13.0M0.00%Share
14Leeward Investments, LLC - MA337,535$11.1M0.56%Share
15UNIVEST FINANCIAL Corp327,809$10.7M0.57%Share
16HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC314,159$10.3M0.03%Share
17ARROWSTREET CAPITAL, LIMITED PARTNERSHIP333,121$10.0M0.01%Share
18AQR CAPITAL MANAGEMENT LLC320,462$10.0M0.01%Share
19UNIVEST FINANCIAL Corp284,277$9.3M0.49%Share
20ENDEAVOUR CAPITAL ADVISORS INC246,703$8.1M2.25%Share
21NORTHERN TRUST CORP259,255$8.0M0.00%Share
22GOLDMAN SACHS GROUP INC233,475$7.0M0.00%Share
23BRIDGEWAY CAPITAL MANAGEMENT, LLC223,367$7.0M0.15%Share
24CHARLES SCHWAB INVESTMENT MANAGEMENT INC234,973$7.0M0.00%Share
25SEI INVESTMENTS CO229,883$7.0M0.01%Share
26BlackRock, Inc.238,905$7.0M0.00%Share
27BlackRock, Inc.211,053$6.0M0.00%Share
28Neuberger Berman Group LLC200,576$6.0M0.00%Share
29VANGUARD GROUP INC182,870$6.0M0.00%Share
30GOLDMAN SACHS GROUP INC146,204$4.0M0.00%Share
31Empowered Funds, LLC123,230$4.0M0.03%Share
32TWO SIGMA INVESTMENTS, LP140,024$4.0M0.01%Share
33MORGAN STANLEY132,067$4.0M0.00%Share
34BlackRock, Inc.131,723$4.0M0.00%Share
35BlackRock, Inc.92,355$3.0M0.00%Share
36Nuveen, LLC95,317$3.0M0.00%Share
37GEODE CAPITAL MANAGEMENT, LLC92,123$3.0M0.00%Share
38State of New Jersey Common Pension Fund D88,187$2.9M0.01%Share
39ROYCE & ASSOCIATES LP78,556$2.6M0.03%Share
40JPMORGAN CHASE & CO85,498$2.0M0.00%Share
41Bank of New York Mellon Corp86,293$2.0M0.00%Share
42Point72 Asset Management, L.P.91,440$2.0M0.00%Share
43BANK OF AMERICA CORP /DE/69,961$2.0M0.00%Share
44BANK OF AMERICA CORP /DE/89,737$2.0M0.00%Share
45MARTINGALE ASSET MANAGEMENT L P76,633$2.0M0.05%Share
46BARCLAYS PLC68,617$2.0M0.00%Share
47Creative Planning75,509$2.0M0.00%Share
48TWO SIGMA ADVISERS, LP83,080$2.0M0.00%Share
49MILLENNIUM MANAGEMENT LLC75,789$2.0M0.00%Share
50PRUDENTIAL FINANCIAL INC90,521$2.0M0.00%Share

UVSP Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025196$661.3M+61
Q3 2025135$625.1B-18
Q2 2025153$538.6B-27
Q1 2025180$639.6B+14
Q4 2024166$6.6T+35
Q3 2024131$421.3T+12
Q2 2024119$241.5T+4
Q1 2024115$220.9T—

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As of Q4 2025, 50 institutional investors hold UVSP (Univest Financial Corporation). The largest holder is DIMENSIONAL FUND ADVISORS LP with $59.0M in shares. This quarter, 15 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own UVSP?

As of Q4 2025, 50 institutional investors report holding UVSP (Univest Financial Corporation) in their 13F filings.

Who is the largest institutional holder of UVSP?

The largest institutional holder of UVSP is DIMENSIONAL FUND ADVISORS LP with $59.0M in shares.

Is institutional ownership of UVSP increasing or decreasing?

This quarter, 15 institutions opened new positions in UVSP and 0 closed their positions.