UNIVEST FINANCIAL Corp
UVSPFigures shown here come from public SEC filings. Dates beside each section show the available history.
How UNIVEST FINANCIAL Corp Makes Money
No flow chart is shown because the available revenue and expense lines do not reconcile exactly. The reported financial history below remains available.
Financial Summary
Choose a year or quarter, compare it with the same period a year earlier, and open any row for its full filing history.
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 17 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 9, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| IEQ CAPITAL, LLC | 2026-03-31 | 25,136 | $861K | SEC filing |
| ROTHSCHILD INVESTMENT LLC | 2026-03-31 | 177 | $6.06K | SEC filing |
| NISA INVESTMENT ADVISORS, LLC | 2026-03-31 | 1,001 | $34.3K | SEC filing |
| Tower Research Capital LLC (TRC) | 2026-03-31 | 1,472 | $50.4K | SEC filing |
| Abacus Wealth Partners, LLC | 2026-03-31 | 11,724 | $402K | SEC filing |
| UNIVEST FINANCIAL Corp | 2026-03-31 | 501,751 | $17.2M | SEC filing |
| DIMENSIONAL FUND ADVISORS LP | 2026-03-31 | 1,886,235 | $64.6M | SEC filing |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2026-03-31 | 346,893 | $11.9M | SEC filing |
| AMERICAN CENTURY COMPANIES INC | 2026-03-31 | 758,002 | $26M | SEC filing |
| NORTHERN TRUST CORP | 2026-03-31 | 296,818 | $10.2M | SEC filing |
| PRINCIPAL FINANCIAL GROUP INC | 2026-03-31 | 36,361 | $1.25M | SEC filing |
| Legato Capital Management LLC | 2026-03-31 | 21,389 | $733K | SEC filing |
| COMMONWEALTH EQUITY SERVICES, LLC | 2026-03-31 | 10,670 | $366K | SEC filing |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 2026-03-31 | 550 | $18.8K | SEC filing |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2026-03-31 | 9,340 | $320K | SEC filing |
| Allworth Financial LP | 2026-03-31 | 457 | $15.7K | SEC filing |
| JPMORGAN CHASE & CO | 2026-03-31 | 94,350 | $3.19M | SEC filing |
| TWO SIGMA INVESTMENTS, LP | 2026-03-31 | 319,803 | $11M | SEC filing |
| Optiver Holding B.V. | 2026-03-31 | 122 | $4.18K | SEC filing |
| FIRST MANHATTAN CO. LLC. | 2026-03-31 | 12,434 | $426K | SEC filing |
120 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among UNIVEST FINANCIAL Corp's recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2026-06-08 · SCHWEITZER JEFFREY M: Larger than all 17 other insider sales of Common on file. SEC filing
- 2026-04-27 · Paquin Natalye: Larger than 16 of the 17 other insider sales of Common on file. SEC filing
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-06-08 | Santana Megan D · Sr EVP & Chief Risk Officer | Common | S — Open market or private sale | −2,787 | 40.83 | SEC filing |
| 2026-06-08 | SCHWEITZER JEFFREY M · Chairman, President & CEO | Common | S — Open market or private sale | −13,933 | 40.91 | SEC filing |
| 2026-06-08 | Richardson Brian J · Sr EVP & CFO | Common | S — Open market or private sale | −2,090 | 40.90 | SEC filing |
| 2026-05-05 | Keim Michael S · Senior EVP & COO | Common | S — Open market or private sale | −7,245 | 38.71 | SEC filing |
| 2026-04-27 | Paquin Natalye · Director | Common | S — Open market or private sale | −13,000 | 37.80 | SEC filing |
| 2026-02-02 | Paquin Natalye · Director | Common | P — Open market or private purchase | +580 | 34.58 | SEC filing |
| 2025-12-12 | Keim Michael S · Senior EVP & COO | Common | S — Open market or private sale | −6,696 | 34.07 | SEC filing |
| 2025-12-12 | Richardson Brian J · Sr EVP & CFO | Common | S — Open market or private sale | −1,500 | 34.45 | SEC filing |
Showing 8 of 18 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-08 | Richardson Brian J · Sr EVP & CFO | Common | M — Exercise or conversion of derivative security | +2,090 | SEC filing |
| 2026-06-08 | Santana Megan D · Sr EVP & Chief Risk Officer | Stock Options (Right to Buy) | M — Exercise or conversion of derivative security | −2,787 | SEC filing |
| 2026-06-08 | Richardson Brian J · Sr EVP & CFO | Stock Options (Right to Buy) | M — Exercise or conversion of derivative security | −2,090 | SEC filing |
| 2026-06-08 | Santana Megan D · Sr EVP & Chief Risk Officer | Common | M — Exercise or conversion of derivative security | +2,787 | SEC filing |
| 2026-06-08 | SCHWEITZER JEFFREY M · Chairman, President & CEO | Common | M — Exercise or conversion of derivative security | +13,933 | SEC filing |
| 2026-06-08 | SCHWEITZER JEFFREY M · Chairman, President & CEO | Stock Options (Right to Buy) | M — Exercise or conversion of derivative security | −13,933 | SEC filing |
| 2026-05-05 | Keim Michael S · Senior EVP & COO | Common | M — Exercise or conversion of derivative security | +7,245 | SEC filing |
| 2026-05-05 | Keim Michael S · Senior EVP & COO | Stock Options (Right to Buy) | M — Exercise or conversion of derivative security | −7,245 | SEC filing |
Showing 8 of 31 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-03-15 | Santana Megan D · Sr EVP & Chief Risk Officer | Common | J — Other acquisition or disposition | −1,026 | SEC filing |
| 2026-03-15 | Richardson Brian J · Sr EVP & CFO | Common | J — Other acquisition or disposition | −1,209 | SEC filing |
| 2026-03-15 | Keim Michael S · Senior EVP & COO | Common | J — Other acquisition or disposition | −1,786 | SEC filing |
| 2026-03-15 | McCormick Patrick C · SEVP & Chief Comm Bank Officer | Common | J — Other acquisition or disposition | −760 | SEC filing |
| 2026-03-15 | SCHWEITZER JEFFREY M · Chairman, President & CEO | Common | J — Other acquisition or disposition | −3,273 | SEC filing |
| 2025-03-15 | Santana Megan D · Sr EVP & Chief Risk Officer | Common | J — Other acquisition or disposition | +209 | SEC filing |
| 2025-03-15 | SCHWEITZER JEFFREY M · Chairman, President & CEO | Common | J — Other acquisition or disposition | +618 | SEC filing |
| 2025-03-15 | Richardson Brian J · Sr EVP & CFO | Common | J — Other acquisition or disposition | +245 | SEC filing |
Showing 8 of 9 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.