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
27 Apr 26	SellUS$491,400	Natalye Paquin	Individual	13,000	US$37.80
02 Feb 26	BuyUS$20,056	Natalye Paquin	Individual	580	US$34.58
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

Insider Trading Volume

Insider Buying: UVSP insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of UVSP?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	455,558	1.64%
General Public	4,749,346	17.1%
Institutions	22,640,898	81.3%

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

Top Shareholders

Top 25 shareholders own 62.87% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
11.2%	BlackRock, Inc.	3,111,092	US$138.7m	0.43%	no data
6.83%	FMR LLC	1,902,309	US$84.8m	-25.5%	no data
6.77%	Dimensional Fund Advisors LP	1,886,235	US$84.1m	0.37%	0.01%
4.37%	Vanguard Capital Management, LLC	1,217,343	US$54.3m	0%	no data
3.93%	Manulife Asset Management	1,095,555	US$48.8m	-8.36%	0.03%
3.35%	State Street Global Advisors, Inc.	933,686	US$41.6m	8.78%	no data
3.03%	Pzena Investment Management, Inc.	842,425	US$37.6m	-1.61%	0.05%
2.84%	Geode Capital Management, LLC	790,944	US$35.3m	1.55%	no data
2.72%	American Century Investment Management Inc	758,002	US$33.8m	8.08%	0.01%
2.1%	Renaissance Technologies LLC	583,734	US$26.0m	-8.11%	0.04%
1.3%	Bridgeway Capital Management, LLC	361,665	US$16.1m	4.35%	0.19%
1.29%	Assenagon Asset Management S.A.	358,183	US$16.0m	39.2%	0.02%
1.25%	Arrowstreet Capital, Limited Partnership	346,893	US$15.5m	4.13%	0.01%
1.24%	AQR Capital Management, LLC	346,666	US$15.5m	8.18%	0.01%
1.18%	Leeward Investments, LLC	328,464	US$14.6m	-2.69%	0.66%
1.15%	Two Sigma Investments, LP	319,803	US$14.3m	128%	0.01%
1.08%	Hotchkis and Wiley Capital Management, LLC	300,739	US$13.4m	-4.27%	0.03%
1.07%	Northern Trust Global Investments	296,818	US$13.2m	2.13%	no data
1.03%	Girard Advisory Services, LLC	287,875	US$12.8m	1.27%	0.85%
1%	Vanguard Portfolio Management, LLC	278,491	US$12.4m	0%	no data
0.98%	SEI Investments Company	271,772	US$12.1m	12.1%	0.01%
0.85%	The Goldman Sachs Group, Inc.	235,431	US$10.5m	0.84%	no data
0.84%	Charles Schwab Investment Management, Inc.	233,694	US$10.4m	0%	no data
0.77%	Girard Investment Services, LLC	213,876	US$9.5m	-35.8%	1.91%
0.74%	Qube Research & Technologies Ltd	204,974	US$9.1m	320%	0.01%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2026/07/20 15:03
End of Day Share Price	2026/07/20 00:00
Earnings	2026/03/31
Annual Earnings	2025/12/31

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 7 analysts. 3 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
Christopher McGratty	Keefe, Bruyette, & Woods
Mark Fitzgibbon	Piper Sandler Companies