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 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
01 Nov 24	BuyUS$15,877	Natalye Paquin	Individual	565	US$28.10

Insider Trading Volume

Insider Buying: UVSP insiders have sold more shares than they have bought 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	0.017%
Individual Insiders	562,316	1.95%
General Public	5,325,760	18.5%
Institutions	22,912,237	79.5%

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

Top Shareholders

Top 25 shareholders own 65.16% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
11.2%	BlackRock, Inc.	3,232,855	US$96.5m	-5.42%	no data
9.01%	FMR LLC	2,596,325	US$77.5m	-0.42%	no data
6.63%	Dimensional Fund Advisors LP	1,910,039	US$57.0m	-2.1%	0.01%
5.99%	The Vanguard Group, Inc.	1,725,256	US$51.5m	1.77%	no data
5.12%	Manulife Asset Management	1,475,872	US$44.1m	15.1%	0.03%
3.08%	Pzena Investment Management, Inc.	888,209	US$26.5m	-22.3%	0.04%
3.03%	State Street Global Advisors, Inc.	872,632	US$26.0m	2.55%	no data
2.69%	Geode Capital Management, LLC	773,731	US$23.1m	4.97%	no data
2.39%	American Century Investment Management Inc	688,723	US$20.6m	0.86%	0.01%
2.17%	Renaissance Technologies LLC	625,489	US$18.7m	-2.91%	0.02%
1.25%	Arrowstreet Capital, Limited Partnership	359,737	US$10.7m	26.9%	0.01%
1.2%	Leeward Investments, LLC	346,897	US$10.4m	-3.65%	0.52%
1.17%	Hotchkis and Wiley Capital Management, LLC	338,330	US$10.1m	9.69%	0.03%
1.17%	Girard Investment Services, LLC	336,532	US$10.0m	-5.22%	2.15%
1.08%	Bridgeway Capital Management, LLC	311,485	US$9.3m	2.07%	0.14%
1.08%	Northern Trust Global Investments	310,206	US$9.3m	-6%	no data
1.03%	AQR Capital Management, LLC	295,524	US$8.8m	-3.06%	0.01%
0.89%	Endeavour Capital Advisors Inc.	256,631	US$7.7m	0%	2.18%
0.83%	Charles Schwab Investment Management, Inc.	238,262	US$7.1m	1.09%	no data
0.78%	UBS Asset Management AG	225,157	US$6.7m	-9.04%	no data
0.72%	Columbia Management Investment Advisers, LLC	207,875	US$6.2m	-46%	no data
0.72%	Neuberger Berman Investment Advisers LLC	207,439	US$6.2m	-1.84%	no data
0.68%	SEI Investments Company	195,411	US$5.8m	8.75%	0.01%
0.64%	Allianz Asset Management GmbH	183,652	US$5.5m	5.17%	no data
0.58%	SEI Investments Management Corporation	166,528	US$5.0m	-1.2%	0.01%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/10/05 15:26
End of Day Share Price	2025/10/03 00:00
Earnings	2025/06/30
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

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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. 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
Christopher McGratty	Keefe, Bruyette, & Woods
Frank Schiraldi	Piper Sandler Companies