Univest Financial Corporation (UVSP)
Nasdaq: UVSP · State Commercial Banks · Souderton, PA · filing with the SEC since 1994
Grade6.5
◀ Past 7.1● Present 6.5▶ Future 5.6
Who owns Univest Financial Corporation
As filed with the SECHolders of 5% or more
3
Blackrock, Inc. holds 8.5% of Common Stock, as its SCHEDULE 13G/A filed Apr 24, 2025 says.
Directors and officers
17
report now, of 36 people on the record since 2006. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 3 named at left.
Holders of 5% or moreshare of the class, as filed
Blackrock, Inc.
SCHEDULE 13G/A · filed Apr 24, 2025 · Common Stock
Fmr LLC
SCHEDULE 13G/A · filed Aug 6, 2026 · COMMON STOCK · 6.8% in May 6, 2026
Vanguard Capital Management
SCHEDULE 13G · filed Apr 30, 2026 · Common Stock
Manulife Financial Corp.
SCHEDULE 13G/A · filed Nov 14, 2025 · Common Stock · reported falling below 5%, from 5.09% in Aug 13, 2025
The Vanguard Group
SCHEDULE 13G/A · filed Mar 27, 2026 · Common Stock · reported falling below 5%
What UVSP reports owning in othersstakes of 5% or more, and other ties
Other ties the annual report names
Paul I. Sheaffer Insurance Agency
A company bought · acquisition · owns, named in the 10-K filed Feb 23, 2026
Its Form 13F-HR for Jun 30, 2026 lists 275 holdings. The record carries no value for them.
Insider tradesForm 4
11sales
3purchases
0sales on a scheduled plan
7people selling
$2.9Msold, in dollars
$0bought, in dollars
Open-market trades on Form 4 from Sep 30, 2025 to Sep 30, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
2026 runs to Sep 30, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window7 of 36 on the roster
| Person | Role as filed | Sales | Sold | On a plan | Buys | Bought |
|---|---|---|---|---|---|---|
| Schweitzer Jeffrey M | Chairman, President & CEO | 2 | $1.0M | 0 | 0 | $0 |
| Paquin Natalye | director | 1 | $500,000 | 0 | 3 | $0 |
| Keim Michael S | Senior EVP & COO | 2 | $500,000 | 0 | 0 | $0 |
| Turner Michael L. | director | 1 | $300,000 | 0 | 0 | $0 |
| Santana Megan D | Sr EVP & Chief Risk Officer | 2 | $200,000 | 0 | 0 | $0 |
| Petro Thomas M | director | 1 | $200,000 | 0 | 0 | $0 |
| Richardson Brian J | Sr EVP & CFO | 2 | $100,000 | 0 | 0 | $0 |