Univest Financial Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGS:UVSP Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
01 Nov 24	BuyUS$15,877	Natalye Paquin	Individual	565	US$28.10
26 Jul 24	BuyUS$16,779	Natalye Paquin	Individual	580	US$28.93
07 May 24	BuyUS$19,169	Natalye Paquin	Individual	860	US$22.29
08 Mar 24	SellUS$13	Brian Richardson	Individual	0.65	US$20.24
01 Feb 24	BuyUS$15,193	Natalye Paquin	Individual	725	US$20.96
28 Nov 23	SellUS$13	Jeffrey Schweitzer	Individual	0.7	US$18.46

Insider Trading Volume

Insider Buying: UVSP insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of UVSP?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	524,773	1.81%
General Public	5,843,801	20.1%
Institutions	22,674,355	78.1%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 65.8% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
12%	BlackRock, Inc.	3,471,927	US$109.5m	3.34%	no data
9.03%	FMR LLC	2,622,282	US$82.7m	-0.34%	no data
6.79%	Dimensional Fund Advisors LP	1,972,731	US$62.2m	0.72%	0.01%
5.7%	The Vanguard Group, Inc.	1,656,102	US$52.3m	5.36%	no data
4.1%	Pzena Investment Management, Inc.	1,189,748	US$37.5m	-6.19%	0.07%
3.89%	Manulife Asset Management	1,128,566	US$35.6m	-6.76%	0.03%
3.01%	State Street Global Advisors, Inc.	873,371	US$27.6m	-2.03%	no data
2.43%	Geode Capital Management, LLC	704,445	US$22.2m	3.49%	no data
2.24%	Renaissance Technologies LLC	650,889	US$20.5m	-1.27%	0.03%
1.93%	American Century Investment Management Inc	561,089	US$17.7m	16.4%	0.01%
1.83%	Girard Investment Services, LLC	531,448	US$16.8m	31.5%	1.11%
1.39%	Leeward Investments, LLC	403,576	US$12.7m	-0.34%	0.55%
1.36%	Hotchkis and Wiley Capital Management, LLC	394,900	US$12.5m	-12.8%	0.04%
1.14%	Northern Trust Global Investments	330,106	US$10.4m	-1.59%	no data
1.11%	AQR Capital Management, LLC	322,777	US$10.2m	-16.6%	0.01%
1.07%	Bridgeway Capital Management, LLC	310,561	US$9.8m	3.11%	0.15%
0.94%	Endeavour Capital Advisors Inc.	273,189	US$8.6m	-4.12%	2.7%
0.85%	Charles Schwab Investment Management, Inc.	245,883	US$7.8m	-4.24%	no data
0.84%	Royce & Associates, LP	243,466	US$7.7m	-10.1%	0.06%
0.81%	Arrowstreet Capital, Limited Partnership	235,290	US$7.4m	204%	0.01%
0.79%	Assenagon Asset Management S.A.	228,321	US$7.2m	57.5%	0.01%
0.73%	Neuberger Berman Investment Advisers LLC	212,513	US$6.7m	-10.8%	no data
0.67%	Morgan Stanley, Investment Banking and Brokerage Investments	194,851	US$6.1m	74.4%	no data
0.62%	Goldman Sachs Group, Investment Banking and Securities Investments	179,959	US$5.7m	34.8%	no data
0.59%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	171,622	US$5.4m	1.26%	no data