UNIVEST FINANCIAL Corp (UVSP) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

28,807,865Shares Outstanding

345,856Shares held by institutions

$12,309,015Value of institutional holdings

76.09%Institutional ownership %

0.39%Shares Changed QoQ

187No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

A total of 187 institutions have reported a stake in UNIVEST FINANCIAL Corp (NASDAQ:UVSP) as of December 2025, according to recent 13F filings with the SEC.

These investors collectively held 76.1% of the company's total shares outstanding in December 2025, down from 77.2% in September 2025.
The company experienced a 0.39% quarterly change in institutional shares held, alongside an increase of 8.72% in total owners annually.
The latest 13F cycle for Univest Financial reveals that of 187 total investors, 86 funds grew their exposure, whereas 61 reduced theirs and 40 made no changes.
Collectively, institutional investors increased their stake in Univest Financial to 21.92Mn shares as of December 2025, a change that is up by 86.15K shares quarter on quarter and down 660.04K shares year over year.
The top institutional stake in Univest Financial as of December 31, 2025 belongs to BlackRock, Inc., which owns 3.10Mn shares, or 10.75% of the company.
Among the most significant buyers of Univest Financial during December 2025 were UNIVEST FINANCIAL Corp (112.20K), GOLDMAN SACHS GROUP INC (104.52K), Point72 Asset Management, L.P. (91.44K), ALGERT GLOBAL LLC (49.57K), MORGAN STANLEY (43.72K).
Leading sellers of Univest Financial stock in December 2025 included Allianz Asset Management GmbH (167.83K), MANUFACTURERS LIFE INSURANCE COMPANY, THE (132.36K), MILLENNIUM MANAGEMENT LLC (95.07K), VANGUARD GROUP INC (78.92K), ROYCE & ASSOCIATES LP (41.80K).
The top 10 institutional holders of Univest Financial for the quarter ending December 2025 included BlackRock, Inc. (3.10Mn), FMR LLC (2.55Mn), DIMENSIONAL FUND ADVISORS LP (1.88Mn), VANGUARD GROUP INC (1.66Mn), MANUFACTURERS LIFE INSURANCE COMPANY, THE (1.20Mn), STATE STREET CORP (858.31K), PZENA INVESTMENT MANAGEMENT LLC (856.24K), GEODE CAPITAL MANAGEMENT, LLC (778.84K), AMERICAN CENTURY COMPANIES INC (701.36K), RENAISSANCE TECHNOLOGIES LLC (635.23K).

187 Institutional Holders

345,856 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	3,097,835	6,643	0.21%	$101,423,114.00
FMR LLC	31 Dec, 2025	2,552,384	-37,203	-1.44%	$83,565,051.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	1,879,270	-18,200	-0.96%	$61,527,742.00
VANGUARD GROUP INC	31 Dec, 2025	1,663,013	-78,925	-4.53%	$54,447,045.00
MANUFACTURERS LIFE INSURANCE COMPANY, THE	31 Dec, 2025	1,195,475	-132,363	-9.97%	$39,139,852.00
STATE STREET CORP	31 Dec, 2025	858,308	-30,923	-3.48%	$28,101,004.00
PZENA INVESTMENT MANAGEMENT LLC	31 Dec, 2025	856,235	-34,667	-3.89%	$28,033,134.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	778,841	-23,964	-2.99%	$25,501,894.00
AMERICAN CENTURY COMPANIES INC	31 Dec, 2025	701,363	23,518	3.47%	$22,962,625.00
RENAISSANCE TECHNOLOGIES LLC	31 Dec, 2025	635,230	-8,059	-1.25%	$20,797,430.00
UNIVEST FINANCIAL Corp	31 Dec, 2025	617,526	112,203	22.20%	$20,217,790.00
GOLDMAN SACHS GROUP INC	31 Dec, 2025	379,679	104,516	37.98%	$12,430,697.00
Leeward Investments, LLC - MA	31 Dec, 2025	337,535	-1,715	-0.51%	$11,050,896.00
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	31 Dec, 2025	333,121	13,808	4.32%	$10,906,382.00
AQR CAPITAL MANAGEMENT LLC	31 Dec, 2025	324,736	22,991	7.62%	$10,631,844.00
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	31 Dec, 2025	314,159	-800	-0.25%	$10,285,566.00
NORTHERN TRUST CORP	31 Dec, 2025	290,635	-19,130	-6.18%	$9,515,391.00
MORGAN STANLEY	31 Dec, 2025	274,876	43,723	18.92%	$8,999,481.00
ENDEAVOUR CAPITAL ADVISORS INC	31 Dec, 2025	246,703	-10,409	-4.05%	$8,077,056.00
SEI INVESTMENTS CO	31 Dec, 2025	242,525	13,342	5.82%	$7,939,989.00

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