UNIVEST FINANCIAL Corp (UVSP) Institutional Ownership

Ownership Summary

According to SEC filings for the period ending December 2025, UNIVEST FINANCIAL Corp (NASDAQ:UVSP) is held by 14 institutional firms.

• These investors collectively held 0.5% of the company's total shares outstanding in December 2025, down from 76.5% in September 2025.
• In percentage terms, this reflects as a holdings change of -2.73% quarter on quarter, and a decrease of 91.86% year over year.
• Among the 14 institutional holders of UNIVEST FINANCIAL, 5 added to their stakes while 6 trimmed their positions and 3 held steady.
• Collectively, institutional investors decreased their stake in UNIVEST FINANCIAL to 137.24K shares as of December 2025, a change that is down by 3.85K shares quarter on quarter and down 22.44Mn shares year over year.
• Everhart Financial Group, Inc.'s holding of 40.21K shares as of December 31, 2025 makes it the primary institutional investor in UNIVEST FINANCIAL, owning 0.14% of the stock.
• Among the most significant buyers of UNIVEST FINANCIAL during December 2025 were Dakota Wealth Management (13.69K), Everhart Financial Group, Inc. (1.17K), Grove Bank & Trust (484), GAMMA Investing LLC (8), True Wealth Design, LLC (2).
• Leading sellers of UNIVEST FINANCIAL stock in December 2025 included IVC Wealth Advisors LLC (17.68K), SG Americas Securities, LLC (914), Versant Capital Management, Inc (268), WEDGE CAPITAL MANAGEMENT L L P/NC (252), SIGNATUREFD, LLC (73).
• The top 10 institutional holders of UNIVEST FINANCIAL for the quarter ending December 2025 included Everhart Financial Group, Inc. (40.21K), WEDGE CAPITAL MANAGEMENT L L P/NC (26.84K), IVC Wealth Advisors LLC (22.43K), SG Americas Securities, LLC (21.56K), Dakota Wealth Management (13.69K), TRUST CO OF VERMONT (7.00K), SIGNATUREFD, LLC (2.83K), NISA INVESTMENT ADVISORS, LLC (999), GAMMA Investing LLC (707), Grove Bank & Trust (484).