Univest Financial Corporation
Univest Financial Corporation (UVSP) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · UVSP · as of Sep 30, 2025
Ownership Breakdown
183
Institutional Holders
▲ 2 vs Q2
$667.64M
Total Inst. Value
▼ $10.62M vs Q2
27.85M
Shares Outstanding
freeFloat 98.38%
22.24M
13F Shares Held
▼ 335,653 vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
UVSP largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
BLACKROCK, INC. state commercial banks | 3.09M | 10.71% | 10.71% | $92.80B | Nov 12, 2025 | ▼ 141.7K |
FMR LLC state commercial banks | 2.59M | 8.97% | 8.97% | $77.74B | Nov 13, 2025 | ▼ 6.7K |
DIMENSIONAL FUND ADVISORS LP state commercial banks | 1.90M | 6.57% | 6.57% | $56.96B | Nov 12, 2025 | ▼ 12.6K |
VANGUARD GROUP INC state commercial banks | 1.74M | 6.04% | 6.04% | $52.29B | Nov 7, 2025 | ▲ 16.7K |
MANUFACTURERS LIFE INSURANCE COMPANY, THE state commercial banks | 1.33M | 4.60% | 4.60% | $39.86B | Nov 14, 2025 | ▼ 148.0K |
PZENA INVESTMENT MANAGEMENT LLC state commercial banks | 890.9K | 3.09% | 3.09% | $26.74B | Nov 7, 2025 | ▲ 2.7K |
STATE STREET CORP state commercial banks | 889.2K | 3.08% | 3.08% | $26.69B | Nov 14, 2025 | ▲ 16.6K |
GEODE CAPITAL MANAGEMENT, LLC state commercial banks | 802.8K | 2.78% | 2.78% | $24.10B | Nov 12, 2025 | ▲ 29.1K |
AMERICAN CENTURY COMPANIES INC state commercial banks | 677.8K | 2.35% | 2.35% | $20.35B | Nov 12, 2025 | ▼ 10.9K |
RENAISSANCE TECHNOLOGIES LLC state commercial banks | 643.3K | 2.23% | 2.23% | $19.31B | Nov 13, 2025 | ▲ 17.8K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
26
Increased
+407.7K shares0
New Positions
first time holders21
Decreased
−745.7K shares0
Sold Out
fully exitedNet shares change (top 50)
338.0K
+407.7K / −745.7K
Net new holders
+5
0 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
UVSP insider trading · insider activity
Source: SEC Form 4
Insiders have been primarily selling shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
1
Buy transactions
3
Sell transactions
0.33
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Keim Michael S Senior EVP & COO | May 5, 2026 | Sale | 7,245 | $38.71 | $280.4K | 67.0K | Form 4 ↗ |
Paquin Natalye director | Apr 27, 2026 | Sale | 13,000 | $37.80 | $491.4K | 17.0K | Form 4 ↗ |
Monios Eleni S EVP & Chief Credit Officer | Mar 15, 2026 | Tax Withhold | 444 | $32.72 | $14.5K | 2.9K | Form 4 ↗ |
Monios Eleni S EVP & Chief Credit Officer | Mar 15, 2026 | Award | 2,358 | — | — | 2.4K | Form 4 ↗ |
Monios Eleni S EVP & Chief Credit Officer | Mar 15, 2026 | Award | 1,011 | — | — | 1.0K | Form 4 ↗ |
Richardson Brian J Sr EVP & CFO | Mar 15, 2026 | J-Other | 1,209 | — | — | 27.2K | Form 4 ↗ |
Richardson Brian J Sr EVP & CFO | Mar 15, 2026 | Tax Withhold | 2,973 | $32.72 | $97.3K | 24.2K | Form 4 ↗ |
Richardson Brian J Sr EVP & CFO | Mar 15, 2026 | Award | 4,476 | — | — | 4.5K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Univest Financial Corporation (UVSP) is primarily owned by institutional investors, who hold approximately 79.9% of total shares outstanding. Company insiders own approximately 1.62%, while retail and public investors account for the remaining 18.51%.
The largest institutional shareholder of Univest Financial Corporation is BLACKROCK, INC., holding approximately 3.09 million shares — equal to 10.71% of outstanding shares — as of September 30, 2025.
A total of 183 institutional investors currently hold UVSP stock, with a combined institutional value of approximately $667,641,867 as of the most recent 13F filing period.
Frequently asked questions
UVSP ownershipUnivest Financial Corporation (UVSP) is primarily owned by institutional investors, who hold approximately 79.9% of shares. The largest shareholder is BLACKROCK, INC. with a 10.71% stake. Company insiders hold 1.62%. Data sourced from SEC Form 13F as of September 30, 2025.