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Univest Financial Corporation (UVSP) institutional ownership

Latest close $44.18 Jul 23, 2026
Market cap$810M 52-week range SectorFinancial Services
Funds holding · Q1 2026
170
reported UVSP position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Activity unavailable N/A
101 buyers · 69 sellers

Univest Financial Corporation (UVSP) price and institutional activity

Dates

Q1 2026

$0 bought by 101 investors
Assenagon Asset Management S.A.Two Sigma Investments, LP +99 more
$0 sold by 69 investors
FMR LLCUnivest Financial Corp +67 more
Bought Sold Totals per quarter; hover a bar for the names.

Univest Financial Corporation (UVSP) institutional activity · 170

Investor Type Est. change Change Δ Own Date
FMR LLC · Reduced
Change −650K Δ Own −25.5% Date Q1 2026
FMR LLC Reduced· Q1 2026 −650K −25.5% Q1 2026
Assenagon Asset Management S.A. · New
Change +257K Date Q1 2026
Assenagon Asset Management S.A. New· Q1 2026 +257K Q1 2026
Two Sigma Investments, LP · Added
Change +180K Δ Own +128.4% Date Q1 2026
Two Sigma Investments, LP Added· Q1 2026 +180K +128.4% Q1 2026
Qube Research & Technologies Ltd · Added
Change +156K Date Q1 2026
Qube Research & Technologies Ltd Added· Q1 2026 +156K Q1 2026
Tudor Investment Corp Et Al · New
Change +117K Date Q1 2026
Tudor Investment Corp Et Al New· Q1 2026 +117K Q1 2026
Univest Financial Corp · Reduced
Change −116K Date Q1 2026
Univest Financial Corp Reduced· Q1 2026 −116K Q1 2026
Millennium Management LLC · Added
Change +111K Date Q1 2026
Millennium Management LLC Added· Q1 2026 +111K Q1 2026
Endeavour Capital Advisors Inc · Reduced
Change −108K Date Q1 2026
Endeavour Capital Advisors Inc Reduced· Q1 2026 −108K Q1 2026
Manufacturers Life Insurance Company, the · Reduced
Change −100K Date Q1 2026
Manufacturers Life Insurance Company, the Reduced· Q1 2026 −100K Q1 2026
Man Group PLC · Added
Change +87K Date Q1 2026
Man Group PLC Added· Q1 2026 +87K Q1 2026
Two Sigma Advisers, LP · Exited
Change −83K Δ Own −100.0% Date Q1 2026
Two Sigma Advisers, LP Exited· Q1 2026 −83K −100.0% Q1 2026
SG Americas Securities, LLC · Added
Change +78K Date Q1 2026
SG Americas Securities, LLC Added· Q1 2026 +78K Q1 2026
State Street · Added
Change +75K Date Q1 2026
State Street Added· Q1 2026 +75K Q1 2026
American Century Companies Inc · Added
Change +57K Date Q1 2026
American Century Companies Inc Added· Q1 2026 +57K Q1 2026
Vanguard · Added
Change +56K Date Q1 2026
Vanguard Added· Q1 2026 +56K Q1 2026
Data through Q1 2026 · filed Jun 2, 2026
15 of 170

Famous investor activity in Univest Financial Corporation (UVSP)

Univest Financial Corporation (UVSP) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Santana Megan D. · Officer Sell −$114K
Price $40.83 Qty −3K Owned 36K Trade date Jun 8, 2026 Filed date Jun 9, 2026
Santana Megan D. Officer Sell $40.83 −3K −$114K 36K Jun 8, 2026 Jun 9, 2026
Santana Megan D. · Officer 2 operations 0
Price $28.50 Owned 0 Trade date Jun 8, 2026 Filed date Jun 9, 2026
Santana Megan D. Officer 2 operations $28.50 0 0 Jun 8, 2026 Jun 9, 2026
Richardson Brian J. · Officer Sell −$85K
Price $40.90 Qty −2K Owned 24K Trade date Jun 8, 2026 Filed date Jun 9, 2026
Richardson Brian J. Officer Sell $40.90 −2K −$85K 24K Jun 8, 2026 Jun 9, 2026
Richardson Brian J. · Officer 2 operations 0
Price $28.50 Owned 0 Trade date Jun 8, 2026 Filed date Jun 9, 2026
Richardson Brian J. Officer 2 operations $28.50 0 0 Jun 8, 2026 Jun 9, 2026
Schweitzer Jeffrey M. · Director Sell −$570K
Price $40.91 Qty −14K Owned 111K Trade date Jun 8, 2026 Filed date Jun 9, 2026
Schweitzer Jeffrey M. Director Sell $40.91 −14K −$570K 111K Jun 8, 2026 Jun 9, 2026
Schweitzer Jeffrey M. · Director 2 operations 0
Price $28.50 Owned 0 Trade date Jun 8, 2026 Filed date Jun 9, 2026
Schweitzer Jeffrey M. Director 2 operations $28.50 0 0 Jun 8, 2026 Jun 9, 2026
Keim Michael S. · Officer Sell −$280K
Price $38.71 Qty −7K Owned 67K Trade date May 5, 2026 Filed date May 7, 2026
Keim Michael S. Officer Sell $38.71 −7K −$280K 67K May 5, 2026 May 7, 2026
Keim Michael S. · Officer 2 operations 0
Price $28.50 Owned 0 Trade date May 5, 2026 Filed date May 7, 2026
Keim Michael S. Officer 2 operations $28.50 0 0 May 5, 2026 May 7, 2026
Paquin Natalye · Director Sell −$491K
Price $37.80 Qty −13K Owned 17K Trade date Apr 27, 2026 Filed date Apr 27, 2026
Paquin Natalye Director Sell $37.80 −13K −$491K 17K Apr 27, 2026 Apr 27, 2026
Monios Eleni S. · Officer 6 operations 0
Owned 744 Trade date Mar 15, 2026 Filed date Mar 17, 2026
Monios Eleni S. Officer 6 operations 0 744 Mar 15, 2026 Mar 17, 2026
Monios Eleni S. · Officer Tax withholding or exercise payment (F) -$15K
Price $32.72 Qty -444 Owned 3K Trade date Mar 15, 2026 Filed date Mar 17, 2026
Monios Eleni S. Officer Tax withholding or exercise payment (F) $32.72 -444 -$15K 3K Mar 15, 2026 Mar 17, 2026
Monios Eleni S. · Officer 2 operations 3K
Owned 1K Trade date Mar 15, 2026 Filed date Mar 17, 2026
Monios Eleni S. Officer 2 operations 3K 1K Mar 15, 2026 Mar 17, 2026
Richardson Brian J. · Officer Other Form 4 events -1K
Owned 27K Trade date Mar 15, 2026 Filed date Mar 17, 2026
Richardson Brian J. Officer Other Form 4 events -1K 27K Mar 15, 2026 Mar 17, 2026
Richardson Brian J. · Officer 8 operations 0
Owned 0 Trade date Mar 15, 2026 Filed date Mar 17, 2026
Richardson Brian J. Officer 8 operations 0 0 Mar 15, 2026 Mar 17, 2026
Richardson Brian J. · Officer Tax withholding or exercise payment (F) -$97K
Price $32.72 Qty -3K Owned 24K Trade date Mar 15, 2026 Filed date Mar 17, 2026
Richardson Brian J. Officer Tax withholding or exercise payment (F) $32.72 -3K -$97K 24K Mar 15, 2026 Mar 17, 2026
15 of 66
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Univest Financial Corporation (UVSP) activist and large shareholders

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
BlackRock Inc. 3.5M
% of shares outstanding 11.8% Filing date Jan 23, 2024
BlackRock Inc. 3.5M 11.8% Jan 23, 2024
FMR LLC 1.9M
% of shares outstanding 6.8% Filing date May 6, 2026
FMR LLC 1.9M 6.8% May 6, 2026
Dimensional Fund Advisors LP 2.0M
% of shares outstanding 6.6% Filing date Feb 9, 2024
Dimensional Fund Advisors LP 2.0M 6.6% Feb 9, 2024
Vanguard Group Inc 1.6M
% of shares outstanding 5.3% Filing date Feb 13, 2024
Vanguard Group Inc 1.6M 5.3% Feb 13, 2024
Vanguard Capital Management 1.4M
% of shares outstanding 5.1% Filing date Apr 30, 2026
Vanguard Capital Management 1.4M 5.1% Apr 30, 2026
Pzena Investment Management LLC 1.5M
% of shares outstanding 4.9% Filing date Feb 14, 2024
Pzena Investment Management LLC 1.5M 4.9% Feb 14, 2024
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Univest Financial Corporation (UVSP) ownership FAQ

Who owns UVSP?

170 reporting institutions disclosed UVSP position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.