Who Owns Univest Financial Stock?
NASDAQ: UVSPFinanceMajor BanksUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 84.46%
- Held by insiders
- 1.59%
- Institutional holders
- 314
- Institutions 84.5%
- Insiders 1.6%
- Public and other 13.9%
Who owns Univest Financial stock?
Institutional investors own about 84.5% of Univest Financial's shares, spread across 314 institutions that file 13F reports. That level of institutional ownership is high, typical of large, widely followed companies. Insiders, including executives, directors and large founding shareholders, hold 1.59% of UVSP.
The largest institutional holders are Blackrock Inc. (12.39%), Dimensional Fund Advisors LP (6.88%) and FMR, LLC (5.69%). Together, the top 10 institutions control 46.6% of shares outstanding. In their latest filings, 5 of the top 10 institutions increased their UVSP positions and 5 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of UVSP
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Blackrock Inc. | 3.42M | 12.39% | +9.8% |
| Dimensional Fund Advisors LP | 1.90M | 6.88% | +0.6% |
| FMR, LLC | 1.57M | 5.69% | -17.4% |
| Vanguard Capital Management LLC | 1.19M | 4.31% | -2.4% |
| State Street Corporation | 991.99K | 3.60% | +6.2% |
| American Century Companies Inc | 846.28K | 3.07% | +11.7% |
| Pzena Investment Management LLC | 834.63K | 3.03% | -0.9% |
| Geode Capital Management, LLC | 823.65K | 2.99% | +4.1% |
| Manufacturers Life Insurance Co. | 764.03K | 2.77% | -30.3% |
| Renaissance Technologies, LLC | 515.79K | 1.87% | -11.6% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of UVSP
| Fund | Shares | % Held |
|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 839.72K | 3.04% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | 798.13K | 2.89% |
| iShares Trust-iShares Russell 2000 ETF | 727.42K | 2.64% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | 415.48K | 1.51% |
| John Hancock Investment Trust-Small Cap Core Fund | 398.48K | 1.44% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | 331.68K | 1.20% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 320.01K | 1.16% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | 307.25K | 1.11% |
| iShares Trust-iShares Russell 2000 Value ETF | 267.34K | 0.97% |
| Fidelity Select Portfolios-Select Banking Portfolio | 252.66K | 0.92% |
Frequently asked questions
Who is the largest shareholder of Univest Financial?
Blackrock Inc. is the largest institutional shareholder of UVSP, owning 12.39% of shares outstanding (3.42M shares) as of its latest 13F filing.
What percentage of Univest Financial is owned by institutions?
Institutions own about 84.5% of UVSP shares and 85.8% of the public float.
How much of Univest Financial do insiders own?
Insiders, such as officers and directors, own about 1.59% of UVSP shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.