Univest Financial
UVSP
40.89
-0.48
-1.16%
Univest Financial
US · UVSP
#3164 by market cap
40.89
-0.48
-1.16%
Live - 5344 symbols - heartbeat 274s ago
· 2026-10-08 06:33
Pre-market
40.63
-0.63%
After-hours
40.89
0.00%
- Market cap
- 1.13B
- P/E (TTM)i
- 11.82
- P/Bi
- 1.18
- EPSi
- 3.13
- Div yieldi
- 2.18%
- 52W posi
- 76%
Reader sentiment
Are you bullish or bearish on UVSP?
Anonymous reader poll. Unscientific, not investment advice.
✦ Quant Ownership Signal how this is computed
Accumulating
- The number of reporting institutions increased by 1 in the most recent period (2026/Q3).
- Total institutional ownership rose 0.6 percentage points.
Institutional ownership
- Held by institutions
- 83.66% +0.58pp
- Institutions
- 266 +1
- As of
- 2026/Q3 vs. prior period
Ownership vs. money flow
DivergingInstitutions added shares last reporting period, and the stock has seen net outflows in main-fund flow over the last 20 trading sessions - the two are pointing in different directions.
Institutional ownership changes are reported quarterly with a lag; fund-flow data is daily. Treat this as a directional cross-check, not a precise timing signal.
Holder types
Mutual Fund70.51%
Hedge Fund8.04%
Public Company2.34%
Individual/Insider1.61%
Private Company0.92%
Government Pension Fund0.78%
Insurance Company0.57%
Family Office/Trust0.50%
Other14.73%
Top holders as of 2026-06-30
BlackRock
12.39% · 3.42M sh
Dimensional Fund Advisors
6.88% · 1.90M sh
FMR
5.69% · 1.57M sh
Vanguard Capital Management, LLC
4.97% · 1.37M sh
State Street Global Advisors
3.60% · 991.99K sh
American Century Investment Management
3.07% · 846.28K sh
Pzena Investment Management, Inc.
3.03% · 834.63K sh
Geode Capital Management, LLC
2.99% · 823.66K sh
Manulife Asset Management
2.77% · 764.03K sh
Renaissance Technologies Corp.
1.87% · 515.79K sh
Bar length is relative to the largest holder shown here, not to 100% of the company.
Insiders
50 filings tracked · 37 buys · 13 sells
| Name | Role | Stake |
|---|---|---|
| Jeffrey Schweitzer | Vice Chairperson & CEO | 0.40% |
| Michael Keim | Chief Operating Officer | 0.24% |
| Thomas Petro | Independent Director | 0.17% |
| Megan Santana | Senior EVP, Chief Risk Officer, General Counsel & Corporate Secretary | 0.13% |
| Michael Turner | Independent Director | 0.09% |
| Brian Richardson | Senior Executive VP & CFO | 0.09% |
| Robert Wonderling | Independent Director | 0.07% |
| Suzanne Keenan | Independent Director | 0.07% |
| Charles Zimmerman | Independent Director | 0.06% |
| Natalye Paquin | Independent Director | 0.06% |
Insider transactions most recent Form 4 filings
| Date | Name | Role | Type | Shares | Price |
|---|---|---|---|---|---|
| 2026-08-23 | Thomas Petro | Independent Director | Private Disposition | -5,000 | $41.69 |
| 2026-08-12 | Michael Turner | Independent Director | Open Market Disposition | -8,000 | $43.04 |
| 2026-06-07 | Jeffrey Schweitzer | Vice Chairperson & CEO | Derivative Exercise and Sale | -13,933 | $28.50–40.91 |
| 2026-06-07 | Megan Santana | Senior EVP, Chief Risk Officer, General Counsel & Corporate Secretary | Derivative Exercise and Sale | -2,787 | $28.50–40.83 |
| 2026-06-07 | Brian Richardson | Senior Executive VP & CFO | Derivative Exercise and Sale | -2,090 | $28.50–40.90 |
| 2026-05-04 | Michael Keim | Chief Operating Officer | Derivative Exercise and Sale | -7,245 | $28.50–38.71 |
| 2026-04-26 | Natalye Paquin | Independent Director | Open Market Disposition | -13,000 | $37.80 |
| 2026-03-14 | Jeffrey Schweitzer | Vice Chairperson & CEO | Derivative Exercise and Sale | -11,291 | $32.72 |
| 2026-03-14 | Jeffrey Schweitzer | Vice Chairperson & CEO | Other Derivative Acquisition | +5,067 | -- |
| 2026-03-14 | Jeffrey Schweitzer | Vice Chairperson & CEO | Other Derivative Acquisition | +11,820 | -- |
| 2026-03-14 | Jeffrey Schweitzer | Vice Chairperson & CEO | Derivative Exercise and Retained | +10,143 | -- |
| 2026-03-14 | Michael Keim | Chief Operating Officer | Derivative Exercise and Sale | -6,134 | $32.72 |
| 2026-03-14 | Michael Keim | Chief Operating Officer | Other Derivative Acquisition | +2,826 | -- |
| 2026-03-14 | Michael Keim | Chief Operating Officer | Other Derivative Acquisition | +6,588 | -- |
| 2026-03-14 | Michael Keim | Chief Operating Officer | Derivative Exercise and Retained | +5,622 | -- |
| 2026-03-14 | Patrick McCormick | Executive VP & Chief Credit Officer of Univest Bank and Trust Co. | Derivative Exercise and Sale | -2,009 | $32.72 |
| 2026-03-14 | Patrick McCormick | Executive VP & Chief Credit Officer of Univest Bank and Trust Co. | Other Derivative Acquisition | +1,857 | -- |
| 2026-03-14 | Patrick McCormick | Executive VP & Chief Credit Officer of Univest Bank and Trust Co. | Other Derivative Acquisition | +4,332 | -- |
| 2026-03-14 | Patrick McCormick | Executive VP & Chief Credit Officer of Univest Bank and Trust Co. | Derivative Exercise and Retained | +3,129 | -- |
| 2026-03-14 | Megan Santana | Senior EVP, Chief Risk Officer, General Counsel & Corporate Secretary | Derivative Exercise and Sale | -3,525 | $32.72 |
Form 4 filings, most recent per company. "Other Derivative Acquisition" rows are mostly RSU/option vesting, not open-market buying - the Type column says which.
Quote time 2026-10-08 06:33:10 · For reference only, not investment advice and not tailored to your situation.