$UVSP

$42.40 +$0.00 (0.0%) After hours

$UVSP Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 27.6M shares outstanding

Who owns UVSP?

By type of holder

Institutions 82.6% Insiders 0.0% Everyone else 17.4%

Concentration Top 10 holders own 46.6%

BlackRock, Inc. 12.4% · FMR LLC 5.7%

Institutional ownership

82.6%

+1.5 pts vs last qtr

Institutional holders

222

+12 vs last qtr

Net shares bought

+404.8K

by institutions in Q2 2026

New / sold out

30 / 18

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

BlackRock, Inc. +306.2K
Acadian Asset Management LLC +155.8K

Biggest sellers in Q2 2026

FMR LLC −331.8K
Manufacturers Life Insurance Company, The −331.5K

Who is planning to sell?

Notices of proposed sale, last 12 months

$2.68M

10 notices from 7 people

Shares covered

70.1K

0.25% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Jeffrey M. Schweitzer Officer $1M
Paquin Natalye Director $488K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

+26.4%

+2.63% a year

Each share's claim on the business

−20.9%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$89.9M vs $33M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years81% 3–5 years4% 1–3 years5% Under 1 year10%

Quarterly turnover

7.8%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting UVSP on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	3.4M	12.39%	+306.2K (+9.8%)	≤2021	0.0%
Shares held by quarter Peak holding3.5M (Q3'24) Change over 8 quarters−54.7K Share of the company12.390% BlackRock, Inc.'s full portfolio →
F FMR LLC	1.6M	5.69%	−331.8K (−17.4%)	≤2021	0.0%
Shares held by quarter Peak holding2.6M (Q3'24) Change over 8 quarters−1.1M Share of the company5.690% FMR LLC's full portfolio →

BlackRock, Inc.

3.4M

% of company

12.39%

Change vs last qtr

+306.2K (+9.8%)

Held since

≤2021

FMR LLC

1.6M

% of company

5.69%

Change vs last qtr

−331.8K (−17.4%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Univest Financial Corp, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting UVSP on Form N-PORT; together they hold 35.5% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$36.7M	839.7K	3.04%	0.00%	June 30, 2026
IR iShares Russell 2000 ETF iShares Trust	$33.9M	774.3K	2.81%	0.04%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$36.7M

% of company

3.04%

% of the fund

0.00%

As of

June 30, 2026

iShares Russell 2000 ETF

iShares Trust

Position value

$33.9M

% of company

2.81%

% of the fund

0.04%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Univest Financial Corp and how much of the fund the position is.

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