Univest Financial

UVSP · NASDAQ

$41.83+$0.81 (+1.97%)TodayMarket closed ·
Prev close $41.02

Who owns UVSP

Largest institutional holders, from their latest 13F filings

The 10 largest institutions hold 41.1% of UVSP’s shares.

  • BlackRock Institutional Trust Company, N.A.9.3%
  • Dimensional Fund Advisors, L.P.6.9%
  • Vanguard Capital Management, LLC4.3%
  • State Street Investment Management (US)3.6%
  • Next 6 largest institutions16.9%
  • All other shareholders58.9%
Top institutional holders of UVSP
HolderShares% of shares
BlackRock Institutional Trust Company, N.A.2.58M9.34%
Dimensional Fund Advisors, L.P.1.90M6.88%
Vanguard Capital Management, LLC1.19M4.31%
State Street Investment Management (US)991.99K3.60%
Fidelity Institutional Asset Management Trust Company881.39K3.20%
American Century Investment Management, Inc.846.28K3.07%
Pzena Investment Management, LLC834.63K3.03%
Geode Capital Management, L.L.C.823.65K2.99%
Manulife Investment Management (North America) Limited764.03K2.77%
Fidelity Management & Research Company LLC521.83K1.89%

Largest mutual fund holders

Top mutual fund holders of UVSP
HolderShares% of shares
Vanguard Total Stock Market Index Fund850.25K3.08%
Avantis US Small Cap Value ETF797.06K2.89%
iShares Russell 2000 ETF761.03K2.76%
John Hancock Small Cap Core Fund572.65K2.08%
DFA US Small Cap Value Portfolio415.48K1.51%

Insider trades

Form 4 filings by officers, directors and large holders

Over the last 6 months, insiders sold $2.09M (7 trades) of UVSP on the open market, with no buys.

Latest UVSP insider transactions
InsiderTypeSharesValue
PETRO THOMAS MSale5.00K$208.45K
Turner Michael L.Sale8.00K$344.28K
Richardson Brian JOption exercise2.09K—
Richardson Brian JSale2.09K$85.49K
Richardson Brian JOption exercise2.09K$59.56K
Santana Megan DOption exercise2.79K—
Santana Megan DSale2.79K$113.80K
Santana Megan DOption exercise2.79K$79.43K
SCHWEITZER JEFFREY MOption exercise13.93K—
SCHWEITZER JEFFREY MSale13.93K$570.01K

Short interest

Settled Sep 30, 2026

Shares short
987.83K
Days to cover
3.85
% of shares outstanding
3.58%
Average daily volume
256.90K
Change since last report
+10.5%

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