Univest Financial
Provides community banking, wealth management and insurance across Mid-Atlantic markets.
$41.57
After-hours close+0.04 (+0.10%)
At close$41.53(−0.38%)
Something off on this page? Send us feedback.
Breakdown13F · Form 4
Institutions 88.50%Insiders —
Shares outstanding 27.58M · Float 27.13M · 98.4% free float
Institutions13F, as of Jun 30, 2026
225 holders · 24.41M shares · 33 new positions · 116 increased · 56 reduced · 17 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 3.42M | 12.39% | +306.2K | Aug 7, 2026 |
| Dimensional Fund Advisors LP | 1.90M | 6.88% | +10.4K | Aug 11, 2026 |
| FMR LLC | 1.57M | 5.69% | −331.8K | Aug 13, 2026 |
| Vanguard Capital Management LLC | 1.19M | 4.31% | −29.7K | Aug 13, 2026 |
| State Street Corp | 992.0K | 3.60% | +58.3K | Aug 7, 2026 |
| American Century Companies Inc | 846.3K | 3.07% | +88.3K | Aug 12, 2026 |
| Pzena Investment Management LLC | 834.6K | 3.03% | −7.8K | Aug 7, 2026 |
| Geode Capital Management, LLC | 823.7K | 2.99% | +32.7K | Aug 12, 2026 |
Beneficial owners13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 8.50% | 2.45M | 13G | Apr 24, 2025 ↗ |
| FMR LLC | 6.80% | 1.90M | 13G | May 6, 2026 ↗ |
| Vanguard Capital Management | 5.07% | 1.42M | 13G | Apr 30, 2026 ↗ |
InsidersForm 4
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Aug 24, 2026 | Thomas M. Petrodirector | Sale | 5,000 | $41.69 | 47,239 |
| Aug 13, 2026 | Michael L. Turnerdirector | Sale | 8,000 | $43.04 | 24,684 |
| Jun 8, 2026 | Jeffrey M. Schweitzerdirector, officer: Chairman, President & CEO | Sale | 13,933 | $40.91 | 110,513 |
| Jun 8, 2026 | Brian J. Richardsonofficer: Sr EVP & CFO | Sale | 2,090 | $40.90 | 24,228 |
| Jun 8, 2026 | Megan D. Santanaofficer, other: Sr EVP & Chief Risk Officer | Sale | 2,787 | $40.83 | 35,975 |
| May 5, 2026 | Michael S. Keimofficer: Senior EVP & COO | Sale | 7,245 | $38.71 | 66,979 |
| Apr 27, 2026 | Natalye Paquindirector | Sale | 13,000 | $37.80 | 17,004 |
| Feb 2, 2026 | Natalye Paquindirector | Purchase | 580 | $34.58 | 29,932 |
| Dec 12, 2025 | Brian J. Richardsonofficer: Sr EVP & CFO | Sale | 1,500 | $34.45 | 20,446 |
| Dec 12, 2025 | Megan D. Santanaofficer, other: Sr EVP & Chief Risk Officer | Sale | 2,522 | $35.45 | 32,011 |
CongressHouse and Senate disclosures
Not reported.