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
10 Nov 25	BuyUS$19,525	Natalye Paquin	Individual	655	US$29.83
27 Aug 25	SellUS$285,751	Thomas Petro	Individual	9,000	US$31.75
04 Aug 25	BuyUS$19,249	Natalye Paquin	Individual	682	US$28.23
25 Apr 25	BuyUS$21,032	Natalye Paquin	Individual	730	US$28.81
19 Mar 25	BuyUS$35,788	Anne Vazquez	Individual	1,250	US$28.63
03 Feb 25	BuyUS$18,657	Natalye Paquin	Individual	618	US$30.19

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
State or Government	4,892	0.0172%
Individual Insiders	419,094	1.47%
General Public	5,604,368	19.7%
Institutions	22,447,359	78.8%

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

Top Shareholders

Top 25 shareholders own 64.7% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
10.9%	BlackRock, Inc.	3,091,192	US$98.3m	-4.38%	no data
9.09%	FMR LLC	2,589,587	US$82.3m	-0.26%	no data
6.66%	Dimensional Fund Advisors LP	1,897,470	US$60.3m	-0.66%	0.01%
6.12%	The Vanguard Group, Inc.	1,741,938	US$55.4m	0.97%	no data
4.69%	Manulife Asset Management	1,334,383	US$42.4m	-9.59%	0.03%
3.13%	Pzena Investment Management, Inc.	890,902	US$28.3m	0.3%	0.05%
3.12%	State Street Global Advisors, Inc.	889,231	US$28.3m	1.9%	no data
2.82%	Geode Capital Management, LLC	802,805	US$25.5m	3.76%	no data
2.38%	American Century Investment Management Inc	677,845	US$21.6m	-1.58%	0.01%
2.26%	Renaissance Technologies LLC	643,289	US$20.5m	2.85%	0.03%
1.19%	Leeward Investments, LLC	339,250	US$10.8m	-2.2%	0.53%
1.19%	Girard Investment Services, LLC	338,645	US$10.8m	0.63%	2.28%
1.15%	Bridgeway Capital Management, LLC	328,233	US$10.4m	5.38%	0.15%
1.12%	Arrowstreet Capital, Limited Partnership	319,313	US$10.2m	-11.2%	0.01%
1.11%	Hotchkis and Wiley Capital Management, LLC	314,959	US$10.0m	-6.91%	0.03%
1.09%	Northern Trust Global Investments	309,765	US$9.9m	-0.14%	no data
1.04%	AQR Capital Management, LLC	297,534	US$9.5m	0.68%	0.01%
0.9%	Endeavour Capital Advisors Inc.	257,112	US$8.2m	0.19%	2.48%
0.84%	Charles Schwab Investment Management, Inc.	239,322	US$7.6m	0.44%	no data
0.8%	SEI Investments Company	229,183	US$7.3m	17.3%	0.01%
0.7%	Neuberger Berman Investment Advisers LLC	199,468	US$6.3m	-3.84%	no data
0.66%	Allianz Asset Management GmbH	189,045	US$6.0m	2.94%	0.01%
0.6%	Millennium Management LLC	170,857	US$5.4m	27.8%	no data
0.59%	Girard Advisory Services, LLC	166,678	US$5.3m	0.13%	0.39%
0.58%	Eaton Vance Management	166,098	US$5.3m	0.64%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/11/28 03:18
End of Day Share Price	2025/11/28 00:00
Earnings	2025/09/30
Annual Earnings	2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Univest Financial Corporation is covered by 4 analysts. 2 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Timothy Switzer	Keefe, Bruyette, & Woods
David Long	Raymond James & Associates
null null	Stephens, Inc.