Stocks › Banks - Regional › UVSP

Univest Financial UVSP

US equityMarket cap rank #3153Banks - Regional

$40.89 −$0.48 (-1.16%)

Pre-market · Oct 8, 7:00 am ET · After hours $40.89 0.00%

Open$40.97

Prev close$41.37

Day range$40.74 – $41.15

Volume167.4K

Market cap$1.13B

P/E (TTM)11.8

Dividend yield2.18%

Ownership & positioning

Who holds it, who is betting against it, and where the big money is moving

Institutional ownership83.7%+0.58 pts vs. prior quarter

Institutions holding266+1 vs. prior quarter

Insider trades (recent)37 buys / 13 sellsNet buying

Short interest3.24% of floatDays to cover 3.8 · as of 15 Sep 2026

Short-sale volume share23.3%5-day average of daily volume

Short-sale volume as % of daily volume

Large-order net flow, last 20 sessions

Net of large-order buying minus selling, in USD. Over this window: −$481.0K (10 inflow days, 10 outflow days).

Net flow by order size, last 20 sessions

Super/Big orders approximate institutional-size trades; Mid/Small approximate retail-size trades. Net buy minus sell value in each bucket, summed over the window.

The five largest holders on file together own 33.5% of shares outstanding.

Largest holders

BlackRock12.39%
Dimensional Fund Advisors6.88%
FMR5.69%
Vanguard Capital Management, LLC4.97%
State Street Global Advisors3.60%
American Century Investment Management3.07%
Pzena Investment Management, Inc.3.03%
Geode Capital Management, LLC2.99%

By investor type

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%

Reported short interest has risen from 2.60% to 3.24% of float over the last 6 biweekly reports (30 Jun 2026 to 15 Sep 2026).

Recent institutional activity

Holder	Type	Period	Share change	New stake
Nuveen Asset Management LLC	Insurance Company	2026/Q3	+155,216	0.6%
BlackRock	Mutual Fund	2026/Q3	+306,159	12.4%
Acadian Asset Management LLC	Mutual Fund	2026/Q3	+155,786	0.6%
Two Sigma Investments, LP	Hedge Fund	2026/Q3	+104,449	1.5%
Assenagon Asset Management S.A.	Mutual Fund	2026/Q3	+100,780	1.3%
Teachers Insurance and Annuity Association-College Retirement Equities Fund	Mutual Fund	2026/Q3	+99,122	0.9%
American Century Investment Management	Mutual Fund	2026/Q3	+88,280	3.1%
AQR Capital Management	Hedge Fund	2026/Q3	+84,113	1.6%
Point72 Asset Management, L.P.	Hedge Fund	2026/Q3	+66,013	0.5%
State Street Global Advisors	Mutual Fund	2026/Q3	+58,299	3.6%
SG Americas Securities, LLC	Private Company	2026/Q3	+41,873	0.5%
Trexquant Investment LP	Hedge Fund	2026/Q3	+41,234	0.5%
Vanguard Portfolio Management, LLC	Mutual Fund	2026/Q3	+39,417	1.2%
Algert Global LLC	Hedge Fund	2026/Q3	+37,347	0.3%
UBS Asset Management	Mutual Fund	2026/Q3	+36,994	0.6%

Institutional buy/sell activity by reporting period, largest moves first.

Insider transactions

Date	Insider	Title	Transaction	Shares	Price	Held after
23 Aug 2026	Thomas Petro	Independent Director	Private Disposition	-5,000	$41.69	47,283
12 Aug 2026	Michael Turner	Independent Director	Open Market Disposition	-8,000	$43.04	24,684
7 Jun 2026	Jeffrey Schweitzer	Vice Chairperson & CEO	Derivative Exercise and Sale	-13,933	$40.91	110,614
7 Jun 2026	Megan Santana	Senior EVP, Chief Risk Officer, General Counsel & Corporate Secretary	Derivative Exercise and Sale	-2,787	$40.83	35,975
7 Jun 2026	Brian Richardson	Senior Executive VP & CFO	Derivative Exercise and Sale	-2,090	$40.90	24,228
4 May 2026	Michael Keim	Chief Operating Officer	Derivative Exercise and Sale	-7,245	$38.71	66,979
26 Apr 2026	Natalye Paquin	Independent Director	Open Market Disposition	-13,000	$37.80	17,004
14 Mar 2026	Jeffrey Schweitzer	Vice Chairperson & CEO	Derivative Exercise and Sale	-11,291	$32.72	110,614
14 Mar 2026	Jeffrey Schweitzer	Vice Chairperson & CEO	Other Derivative Acquisition	+5,067	–	5,067
14 Mar 2026	Jeffrey Schweitzer	Vice Chairperson & CEO	Other Derivative Acquisition	+11,820	–	11,820
14 Mar 2026	Jeffrey Schweitzer	Vice Chairperson & CEO	Derivative Exercise and Retained	+10,143	–	110,614
14 Mar 2026	Michael Keim	Chief Operating Officer	Derivative Exercise and Sale	-6,134	$32.72	66,979
14 Mar 2026	Michael Keim	Chief Operating Officer	Other Derivative Acquisition	+2,826	–	2,826
14 Mar 2026	Michael Keim	Chief Operating Officer	Other Derivative Acquisition	+6,588	–	6,588
14 Mar 2026	Michael Keim	Chief Operating Officer	Derivative Exercise and Retained	+5,622	–	66,979
14 Mar 2026	Patrick McCormick	Executive VP & Chief Credit Officer of Univest Bank and Trust Co.	Derivative Exercise and Sale	-2,009	$32.72	13,023
14 Mar 2026	Patrick McCormick	Executive VP & Chief Credit Officer of Univest Bank and Trust Co.	Other Derivative Acquisition	+1,857	–	1,857
14 Mar 2026	Patrick McCormick	Executive VP & Chief Credit Officer of Univest Bank and Trust Co.	Other Derivative Acquisition	+4,332	–	4,332
14 Mar 2026	Patrick McCormick	Executive VP & Chief Credit Officer of Univest Bank and Trust Co.	Derivative Exercise and Retained	+3,129	–	13,023
14 Mar 2026	Megan Santana	Senior EVP, Chief Risk Officer, General Counsel & Corporate Secretary	Derivative Exercise and Sale	-3,525	$32.72	35,454

From Form 4/Form 144 filings. Negative share counts are disposals (sales, gifts, or shares withheld for taxes); positive are acquisitions.

Short interest, by report

Report date	Shares short	% of float	Days to cover
15 Sep 2026	894,341	3.2%	3.8
31 Aug 2026	749,929	2.7%	4.5
14 Aug 2026	709,684	2.6%	2.9
31 Jul 2026	695,422	2.5%	2.3
15 Jul 2026	744,903	2.7%	4.0
30 Jun 2026	722,613	2.6%	2.2

Discussion

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