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Univest Finl (UVSP)
NASDAQ
$42.92+$0.80 (+1.89%)
Price as of Jun 23, 2026 4:40 PM EDT- $1.2BMarket Cap
- 43.64%1-Year Change
- Banks - RegionalIndustry
Univest Finl (UVSP)
$42.92+$0.80 (+1.89%)
Top Holders
Institutional
Mutual Funds
Holder | Ownership %
| Shares Held | Change (Shares, %) | Report Date |
|---|---|---|---|---|
BLACKROCK FUNDING, INC. /DE | 12.42% | 3.5M | -13,374 (-0.39%) | Dec 31, 2024 |
BLACKROCK INC. | 12.07% | 3.4M | -27,454 (-0.82%) | Jun 30, 2024 |
BLACKROCK, INC. | 11.17% | 3.1M | +13,257 (+0.43%) | Mar 31, 2026 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 7.31% | 2.0M | +352,368 (+17.31%) | Jun 30, 2017 |
FMR LLC | 6.83% | 1.9M | -650,060 (-34.17%) | Mar 31, 2026 |
DIMENSIONAL FUND ADVISORS LP | 6.77% | 1.9M | +6,965 (+0.37%) | Mar 31, 2026 |
VANGUARD GROUP INC | 5.97% | 1.7M | -78,925 (-4.75%) | Dec 31, 2025 |
Holder | Ownership %
| Shares Held | Change (Shares, %) | Report Date |
|---|---|---|---|---|
VANGUARD INDEX FUNDS | 4.27% | 1.2M | +40,733 (+3.43%) | Mar 31, 2026 |
DFA INVESTMENT DIMENSIONS GROUP INC | 4.12% | 1.1M | -27,352 (-2.38%) | Jan 31, 2026 |
iSHARES TRUST | 3.92% | 1.1M | -29,897 (-2.74%) | Mar 31, 2026 |
JOHN HANCOCK INVESTMENT TRUST | 3.16% | 880,849 | -203,715 (-23.13%) | Jan 31, 2026 |
AMERICAN CENTURY ETF TRUST | 2.60% | 724,275 | +54,766 (+7.56%) | Feb 28, 2026 |
Dimensional ETF Trust | 1.84% | 511,494 | +13,669 (+2.67%) | Jan 31, 2026 |
FIDELITY CONCORD STREET TRUST | 0.94% | 262,344 | -6,178 (-2.35%) | Feb 28, 2026 |
Current Ownership Distribution
- Institutions404.4M (77.69%)
- Mutual Funds115.0M (22.09%)
- Insiders1.2M (0.23%)
- Other0 (0.00%)
Insider Transactions
- 0.23% (1.2M)Current InsiderOwnership (%, shares)
- 1Number of InsiderBuying (last 12 months)
- $3.4MAmount of InsiderBuying (last 12 months)
- 1Number of InsiderSelling (last 12 months)
- $3.1MAmount of InsiderSelling (last 12 months)
Insider Name & Title | Type | Date
| Transaction Value | Shares | Share Price | Shares After Transactions |
|---|---|---|---|---|---|---|
Richardson Brian Jason Sr EVP & CFO | Exempt | Mar 15, 2026 | $0.00 | 778 | $0.00 | 0 |
Monios Eleni S EVP & Chief Credit Officer | Exempt | Mar 15, 2026 | $0.00 | 442 | $0.00 | 0 |
Santana Megan D Sr EVP & Chief Risk Officer | Exempt | Mar 15, 2026 | $0.00 | 661 | $0.00 | 0 |
Monios Eleni S EVP & Chief Credit Officer | Exempt | Mar 15, 2026 | $0.00 | 493 | $0.00 | 493 |
Richardson Brian Jason Sr EVP & CFO | Exempt | Mar 15, 2026 | $0.00 | 1,020 | $0.00 | 1,020 |
Monios Eleni S EVP & Chief Credit Officer | Exempt | Mar 15, 2026 | $0.00 | 372 | $0.00 | 744 |
SCHWEITZER JEFFREY M Chairman, President & CEO | Exempt | Mar 15, 2026 | $0.00 | 2,106 | $0.00 | 0 |
Monios Eleni S EVP & Chief Credit Officer | Award | Mar 15, 2026 | $0.00 | 1,011 | $0.00 | 1,011 |
Richardson Brian Jason Sr EVP & CFO | Exempt | Mar 15, 2026 | $0.00 | 722 | $0.00 | 1,444 |
Monios Eleni S EVP & Chief Credit Officer | Award | Mar 15, 2026 | $0.00 | 2,358 | $0.00 | 2,358 |
Santana Megan D Sr EVP & Chief Risk Officer | Exempt | Mar 15, 2026 | $0.00 | 863 | $0.00 | 863 |
Monios Eleni S EVP & Chief Credit Officer | Exempt | Mar 15, 2026 | $0.00 | 442 | $0.00 | 2,483 |
Richardson Brian Jason Sr EVP & CFO | Exempt | Mar 15, 2026 | $0.00 | 5,444 | $0.00 | 0 |
Monios Eleni S EVP & Chief Credit Officer | Exempt | Mar 15, 2026 | $0.00 | 493 | $0.00 | 2,976 |
SCHWEITZER JEFFREY M Chairman, President & CEO | Exempt | Mar 15, 2026 | $0.00 | 2,679 | $0.00 | 2,679 |
Monios Eleni S EVP & Chief Credit Officer | Exempt | Mar 15, 2026 | $0.00 | 372 | $0.00 | 3,348 |
Richardson Brian Jason Sr EVP & CFO | Award | Mar 15, 2026 | $0.00 | 1,920 | $0.00 | 1,920 |
Monios Eleni S EVP & Chief Credit Officer | In Kind | Mar 15, 2026 | $14,527.68 | 444 | $32.72 | 2,904 |
Santana Megan D Sr EVP & Chief Risk Officer | Exempt | Mar 15, 2026 | $0.00 | 621 | $0.00 | 1,242 |
Richardson Brian Jason Sr EVP & CFO | Award | Mar 15, 2026 | $0.00 | 4,476 | $0.00 | 4,476 |
SCHWEITZER JEFFREY M Chairman, President & CEO | Exempt | Mar 15, 2026 | $0.00 | 1,909 | $0.00 | 3,818 |
Richardson Brian Jason Sr EVP & CFO | Exempt | Mar 15, 2026 | $0.00 | 778 | $0.00 | 21,224 |
Santana Megan D Sr EVP & Chief Risk Officer | Exempt | Mar 15, 2026 | $0.00 | 4,620 | $0.00 | 0 |
Richardson Brian Jason Sr EVP & CFO | Exempt | Mar 15, 2026 | $0.00 | 1,020 | $0.00 | 22,244 |
SCHWEITZER JEFFREY M Chairman, President & CEO | Exempt | Mar 15, 2026 | $0.00 | 14,740 | $0.00 | 0 |
Richardson Brian Jason Sr EVP & CFO | Exempt | Mar 15, 2026 | $0.00 | 722 | $0.00 | 22,966 |
Santana Megan D Sr EVP & Chief Risk Officer | Award | Mar 15, 2026 | $0.00 | 1,692 | $0.00 | 1,692 |
Richardson Brian Jason Sr EVP & CFO | Exempt | Mar 15, 2026 | $0.00 | 5,444 | $0.00 | 28,410 |
SCHWEITZER JEFFREY M Chairman, President & CEO | Award | Mar 15, 2026 | $0.00 | 5,067 | $0.00 | 5,067 |
Richardson Brian Jason Sr EVP & CFO | Other | Mar 15, 2026 | $0.00 | 1,209 | $0.00 | 27,201 |