Univest Financial Corporation (UVSP) Ownership
UVSP ownership summary
as of October 18, 2026- Institutions
- 83.3% of shares outstanding
- Insiders
- 1.59% of shares outstanding
- Shares outstanding
- 27.6M
- Float
- 26.9M shares available to trade
- Short interest
- 3.64% 988K shares short
- Days to cover
- 4.00 short interest up 10.5% vs prior month
- Institutions 83.27%
- Insiders 1.59%
- Other investors 15.14%
UVSP top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | BlackRock Inc | 12.39% | 3.4M | $141.0M | +306,159 (+9.8%) | June 30, 2026 |
| 2 | Dimensional Fund Advisors, Inc. | 6.88% | 1.9M | $78.2M | +10,435 (+0.6%) | June 30, 2026 |
| 3 | FMR Inc | 5.69% | 1.6M | $64.8M | −331,799 (−17.4%) | June 30, 2026 |
| 4 | Vanguard Capital Management, LLC | 4.31% | 1.2M | $49.0M | −29,683 (−2.4%) | June 30, 2026 |
| 5 | State Street Corp | 3.60% | 992K | $40.9M | +58,299 (+6.2%) | June 30, 2026 |
| 6 | American Century Companies Inc | 3.07% | 846K | $34.9M | +88,280 (+11.6%) | June 30, 2026 |
| 7 | Pzena Investment Management, LLC | 3.03% | 835K | $34.4M | −7,797 (−0.9%) | June 30, 2026 |
| 8 | Geode Capital Management, LLC | 2.99% | 824K | $34.0M | +32,711 (+4.1%) | June 30, 2026 |
| 9 | Manufacturers Life Insurance Co | 2.77% | 764K | $31.5M | −331,529 (−30.3%) | June 30, 2026 |
| 10 | Assenagon Asset Management SA | 2.60% | 716K | $29.6M | +458,963 (+178.3%) | June 30, 2026 |
| 11 | Renaissance Technologies Corp | 1.87% | 516K | $21.3M | −67,945 (−11.6%) | June 30, 2026 |
| 12 | Univest Financial Corp | 1.83% | 503K | $20.8M | +1,682 (+0.3%) | June 30, 2026 |
| 13 | AQR Capital Management LLC | 1.58% | 435K | $17.9M | +84,068 (+24.0%) | June 30, 2026 |
| 14 | Two Sigma Investments LLC | 1.54% | 424K | $17.5M | +104,449 (+32.7%) | June 30, 2026 |
| 15 | Arrowstreet Capital Limited Partnership | 1.27% | 351K | $14.5M | +4,388 (+1.3%) | June 30, 2026 |
| 16 | Leeward Investments, LLC - MA | 1.17% | 321K | $13.3M | −7,026 (−2.1%) | June 30, 2026 |
| 17 | Vanguard Portfolio Management, LLC | 1.15% | 318K | $13.1M | +39,417 (+14.2%) | June 30, 2026 |
| 18 | Northern Trust Corp | 1.11% | 307K | $12.7M | +10,454 (+3.5%) | June 30, 2026 |
| 19 | SEI Investments Co | 1.05% | 290K | $12.0M | +18,633 (+6.9%) | June 30, 2026 |
| 20 | The Goldman Sachs Group Inc | 1.02% | 282K | $11.6M | −77,095 (−21.5%) | June 30, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 13 holders added 1.2M shares and 7 cut 853K.
UVSP top mutual fund and ETF holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Vanguard MStar Total Stk Mkt Idx Invest | 3.07% | 846K | $34.9M | −3,977 (−0.5%) | August 31, 2026 |
| 2 | Avantis US Small Cap Value ETF | 2.96% | 817K | $33.7M | — | September 30, 2026 |
| 3 | iShares Russell 2000 ETF | 2.78% | 768K | $31.7M | +15,197 (+2.0%) | September 30, 2026 |
| 4 | DFA US Small Cap Value I | 1.51% | 415K | $17.1M | — | August 31, 2026 |
| 5 | JHancock Small Cap Core NAV | 1.44% | 398K | $16.4M | −71,211 (−15.2%) | August 31, 2026 |
| 6 | DFA US Targeted Value I | 1.20% | 332K | $13.7M | — | August 31, 2026 |
| 7 | Fidelity Small Cap Index | 1.11% | 307K | $12.7M | +2,962 (+1.0%) | July 31, 2026 |
| 8 | State Street® SPDR® S&PRgnllBkgETF | 1.05% | 291K | $12.0M | +8,704 (+3.1%) | September 30, 2026 |
| 9 | iShares Russell 2000 Value ETF | 0.98% | 271K | $11.2M | +412 (+0.2%) | September 30, 2026 |
| 10 | Fidelity Select Banking | 0.92% | 253K | $10.4M | +4,200 (+1.7%) | August 31, 2026 |
| 11 | Fidelity Series Small Cap Core | 0.88% | 243K | $10.0M | — | July 31, 2026 |
| 12 | BlackRock Advantage Small Cap Core Instl | 0.70% | 194K | $8.0M | — | August 31, 2026 |
| 13 | Dimensional US Targeted Value ETF | 0.68% | 187K | $7.7M | +9 (+0.0%) | September 30, 2026 |
| 14 | Vanguard Russell 2000 ETF | 0.59% | 164K | $6.8M | +1,878 (+1.2%) | September 30, 2026 |
| 15 | Dimensional US Small Cap Value ETF | 0.57% | 157K | $6.5M | +102 (+0.1%) | September 24, 2026 |
| 16 | Schwab US Small-Cap ETF™ | 0.53% | 146K | $6.0M | +90 (+0.1%) | September 30, 2026 |
| 17 | Fidelity Extended Market Index | 0.48% | 133K | $5.5M | −4,849 (−3.5%) | August 31, 2026 |
| 18 | Fidelity Enhanced Small Cap Core ETF | 0.47% | 130K | $5.3M | +270 (+0.2%) | September 30, 2026 |
| 19 | DFA US Small Cap I | 0.45% | 124K | $5.1M | — | August 31, 2026 |
| 20 | EA Bridgeway Omni Small-Cap Value ETF | 0.44% | 123K | $5.1M | — | September 30, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
UVSP insider transactions
latest 4| Date | Name | Transaction | Price | Shares | Value |
|---|---|---|---|---|---|
| 2026-02-02 | Natalye Paquin | Buy | $34.58 | 580 | $20,056 |
| 2025-11-10 | Natalye Paquin | Buy | $29.81 | 655 | $19,526 |
| 2025-08-27 | Thomas M Petro | Sell | $31.75 | 9,000 | $285,750 |
| 2025-08-04 | Natalye Paquin | Buy | $28.23 | 682 | $19,253 |
Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.
UVSP shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns UVSP
Institutional investors own 83.3% of Univest Financial's shares and insiders 1.59%. The largest holder is BlackRock Inc with 12.39% of the shares (3.4M), as of June 30, 2026. Among the top 20 institutions, 13 added shares and 7 reduced their stake in the latest filings. Short interest is 3.64% of the float, or 4.00 days of average trading volume. The share count rose 75.0% since 2014.
Related: UVSP analyst forecast, UVSP key metrics, UVSP dividend history. See the UVSP stock overview for the latest quote and news.
UVSP ownership FAQ
Who owns the most Univest Financial stock?
The largest shareholders of Univest Financial are BlackRock Inc (12.39%), Dimensional Fund Advisors, Inc. (6.88%), FMR Inc (5.69%), Vanguard Capital Management, LLC (4.31%), State Street Corp (3.60%).
What percentage of Univest Financial is owned by institutions?
Institutions hold 83.3% of Univest Financial's shares outstanding; insiders hold 1.59%.
Which funds own Univest Financial?
The largest fund holders of Univest Financial are Vanguard MStar Total Stk Mkt Idx Invest (3.07%), Avantis US Small Cap Value ETF (2.96%), iShares Russell 2000 ETF (2.78%), DFA US Small Cap Value I (1.51%), JHancock Small Cap Core NAV (1.44%).
What is Univest Financial's short interest?
988K shares of Univest Financial were sold short, 3.64% of the float; at the average daily volume it would take 4.00 days to cover.
Are insiders buying or selling Univest Financial?
Of the latest 4 reported insider transactions in Univest Financial (since August 4, 2025), 3 were purchases and 1 were sales.
How many shares of Univest Financial are outstanding?
Univest Financial has 27.6M shares outstanding, of which 26.9M are in the public float.