Univest Corp of Pennsylvania

-

Stock Issuer and Owners

Home | Sign Up | Log In
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
Univest Corp of Pennsylvania
TickerUVSP
CIK #0000102212
CUSIP915271100
SectorFinance - State Commercial Banks
Address14 North Main Street PO Box 64197, Souderton, PA 18964
Source [EDGAR]
CIK Filing 2011 - 2026
[0000102212] 10-K
[0000102212] 10-Q
[0000102212] 13F-HR
[0000102212] 3
[0000102212] 4
[0000102212] 5
[0000102212] 8-K
[0000102212] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
Vanguard Capital Management LLC Univest Financial Corp [2026-04-30] 0.0
Manulife Financial Corp Univest Financial Corp [2025-08-13] 0.0
Pzena Investment Management LLC Univest Financial Corp [2024-02-14] 4.9
BlackRock Inc Univest Financial Corp [2023-01-24] 10.7
Vanguard Group Inc Univest Financial Corp [2022-02-10] 5.05
FMR LLC Univest Financial Corp [2022-02-09] 0.0
Pzena Investment Management LLC Univest Financial Corp [2021-02-02] 6.54
Dimensional Fund Advisors LP Univest Financial Corp [2019-02-08] 6.47
Price T Rowe Associates Inc /MD/ Univest Corp of Pennsylvania [2018-02-14] 6.1
Aberdeen Asset Management PLC/UK Univest Corp of Pennsylvania [2017-02-08] 5.2
Univest Corp of Pennsylvania Univest Corp of Pennsylvania [2015-04-28] 4.69
Form 3/4/5 Filer 2011 - 2026
Santana Megan D
Univest Corp of Pennsylvania
Schweitzer Jeffrey M
Richardson Brian J
Keim Michael S
Paquin Natalye
McCormick Patrick C
Monios Eleni S
Turner Michael L
Beebe Joseph P
Cama Domenick A
Petro Thomas M
Vazquez Anne
Benning Todd S
Keenan Suzanne
Connor Martin P
Wonderling Robert C
Zimmerman Charles H
Aichele William S
Moyer Glenn E
Ballou Roger H
Brobst Duane J
Moyer K Leon
Deacon Roger S
Conner Eric W
DELP R Lee
Morral William G
Schlosser Mark A
Norris Kevin Brian
Shelly P Gregory
Clemens Douglas C
ZOOK Margaret K
Liddle Mary E
Jackson Philip C
Goldstein Jay R
Tejkl Karen E
Scannapieco Thomas
Lewis H Paul
Hochstetler Kenneth D
Davis Marc B
Mininger H Ray
Anders Marvin A
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Keim Michael S
Common
2026-03-15 Other 1,786 $0.00
Monios Eleni S
Common
2026-03-15 Option exercise 372 $0.00
Richardson Brian J
Common
2026-03-15 Tax withheld 2,973 $32.72 97,277
Monios Eleni S
Common
2026-03-15 Option exercise 442 $0.00
McCormick Patrick C
Common
2026-03-15 Tax withheld 1,249 $32.72 40,867
Santana Megan D
Common
2026-03-15 Option exercise 863 $0.00
Monios Eleni S
Common
2026-03-15 Option exercise 493 $0.00
Santana Megan D
Restricted Stock Units · derivative
2026-03-15 Grant 1,692 $0.00
Keim Michael S
Restricted Stock Units · derivative
2026-03-15 Option exercise 1,061 $0.00
Keim Michael S
Performance Restricted Stock Units · derivative
2026-03-15 Option exercise 8,046 $0.00
Santana Megan D
Restricted Stock Units · derivative
2026-03-15 Option exercise 661 $0.00
McCormick Patrick C
Common
2026-03-15 Other 760 $0.00
Richardson Brian J
Performance Restricted Stock Units · derivative
2026-03-15 Grant 4,476 $0.00
Schweitzer Jeffrey M
Restricted Stock Units · derivative
2026-03-15 Grant 5,067 $0.00
Santana Megan D
Common
2026-03-15 Option exercise 621 $0.00
Monios Eleni S
Restricted Stock Units · derivative
2026-03-15 Option exercise 493 $0.00
McCormick Patrick C
Common
2026-03-15 Option exercise 716 $0.00
Santana Megan D
Performance Restricted Stock Units · derivative
2026-03-15 Option exercise 4,620 $0.00
Keim Michael S
Restricted Stock Units · derivative
2026-03-15 Option exercise 1,499 $0.00
Santana Megan D
Common
2026-03-15 Option exercise 4,620 $0.00
showing 20 of 200 most recent transactions
13F Ownership Over TimeHoldersShares Held
2026-03-31 209 22,256,060
2025-12-31 197 22,006,760
2025-09-30 185 22,364,907
2025-06-30 182 22,524,535
2025-03-31 179 22,761,120
2024-12-31 174 22,623,575
2024-09-30 157 22,367,283
2024-06-30 140 21,754,543
2024-03-31 139 22,500,540
2023-12-31 142 22,412,024
2023-09-30 133 21,516,671
2023-06-30 139 21,564,927
Form 13F Holdings
Firm Period DFND Voting Shares
Assenagon Asset Management SA [2026-06-30] SOLE 358,183 358,183
Everhart Financial Group Inc [2026-06-30] SOLE 0 47,881
Graves Light Lenhart Wealth Inc [2026-06-30] SOLE 0 24,450
Wedge Capital Management L L P/NC [2026-06-30] SOLE 7,704 22,875
IVC Wealth Advisors LLC [2026-06-30] SOLE 0 21,937
Wealth Enhancement Advisory Services LLC [2026-06-30] SOLE 186 18,823
Bison Wealth LLC [2026-06-30] SOLE 18,630 18,665
Y-Intercept Hong Kong Ltd [2026-06-30] SOLE 14,775 14,775
Cary Street Partners Financial LLC [2026-06-30] DFND 4,785 11,988
Counterpoint Mutual Funds LLC [2026-06-30] SOLE 7,838 7,838
Merit Financial Group LLC [2026-06-30] SOLE 13 7,398
Merit Financial Group LLC [2026-06-30] OTR 0 2,108
Alaska Retirement Management Board [2026-06-30] SOLE 1,157 1,157
Gamma Investing LLC [2026-06-30] DFND 734 734
Farther Finance Advisors LLC [2026-06-30] SOLE 0 719
Grove Bank & Trust [2026-06-30] SOLE 0 484
Cedar Mountain Advisors LLC [2026-06-30] SOLE 0 434
IFP Advisors LLC [2026-06-30] SOLE 312 312
First Horizon Corp [2026-06-30] DFND 0 202
MassMutual Private Wealth & Trust FSB [2026-06-30] SOLE 193 193
Cary Street Partners Investment Advisory LLC [2026-06-30] OTR 0 105
True Wealth Design LLC [2026-06-30] SOLE 0 45
Versant Capital Management Inc [2026-06-30] SOLE 33 33
Fortitude Family Office LLC [2026-06-30] SOLE 16 16
GHP Investment Advisors Inc [2026-06-30] SOLE 2 2
Prev | Page 1 | Next
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com