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Compiled from SEC Form N-PX filings and UNIVEST FINANCIAL CORP.’s Form 8-K, filed 2024-04-26 (Item 5.07 on EDGAR). Page generated 02 October 2026.
Explore UNIVEST FINANCIAL CORP. in the interactive database Compare manager voting policies
These tallies are UNIVEST FINANCIAL CORP.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2024-04-26 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.
| Ballot item | For | Against | Abstain | Withheld | Broker non-votes | Outcome |
|---|---|---|---|---|---|---|
| Elect Director: Suzanne Keenan | 22,625,230 | -- | -- | 923,967 | 1,966,484 | Majority: yes |
| Elect Director: Thomas M. Petro | 23,161,880 | -- | -- | 387,317 | 1,966,484 | Majority: yes |
| Elect Director: Charles H. Zimmerman | 22,219,578 | -- | -- | 1,329,619 | 1,966,484 | Majority: yes |
| Elect Director: Anne Vazquez | 23,077,806 | -- | -- | 471,391 | 1,966,484 | Majority: yes |
Source: UNIVEST FINANCIAL CORP., Form 8-K, filed with the SEC on 2024-04-26 — read the filing on EDGAR.
Each item below shows how the 181 asset managers that disclosed a UNIVEST FINANCIAL CORP. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report. These are reported items, not a count of the ballot: fund filings describe one ballot item in different words. Two descriptions are shown as one item only on evidence — the same text (or one cut short of the other), the same director nominee, or a match to the same row of UNIVEST FINANCIAL CORP.’s own Form 8-K tally — never because they merely read alike. A description that could not be joined that way is listed on its own, so one ballot item can appear more than once.
Combines 4 wordings of this item as funds reported it.
99% fund support · no official result
The 142 asset managers below cast 99% of the shares they voted on this item FOR (21,153,171 for, 278,602 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Fidelity | 4,187,700 | 0 | 0 | 0 | For |
| BlackRock | 2,985,706 | 0 | 0 | 0 | For |
| Dimensional | 1,934,521 | 0 | 0 | 0 | For |
| Vanguard | 1,556,230 | 0 | 0 | 0 | For |
| John Hancock | 1,136,426 | 0 | 0 | 0 | For |
| PZENA INVESTMENT MANAGEMENT LLC | 1,049,610 | 0 | 0 | 0 | For |
| American Century | 699,347 | 0 | 0 | 0 | For |
| Renaissance | 668,046 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 654,480 | 0 | 0 | 0 | For |
| Charles Schwab | 606,616 | 0 | 0 | 0 | For |
| State Street | 336,329 | 0 | 0 | 0 | For |
| Leeward Investments, LLC - MA | 330,411 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 328,180 | 0 | 0 | 0 | For |
| SEI | 309,474 | 0 | 0 | 0 | For |
| AQR | 303,169 | 0 | 0 | 0 | For |
| Royce | 266,640 | 0 | 0 | 0 | For |
| ENDEAVOUR CAPITAL ADVISORS INC | 252,828 | 0 | 0 | 0 | For |
| Nuveen | 249,221 | 0 | 0 | 0 | For |
| TIAA | 248,472 | 0 | 0 | 0 | For |
| Neuberger Berman | 212,126 | 0 | 0 | 0 | For |
| Prudential/PGIM | 33,500 | 146,474 | 0 | 0 | Against |
| Invesco | 153,038 | 0 | 0 | 0 | For |
| MELLON INVESTMENTS Corp | 147,495 | 0 | 0 | 0 | For |
| State of New Jersey Common Pension Fund D | 135,564 | 0 | 0 | 0 | For |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 133,179 | 0 | 0 | 0 | For |
Showing the 25 largest of 142 asset managers. See all 142 in the interactive database.
Combines 5 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
UNIVEST FINANCIAL CORP.’s own tally for this item (“Elect Director: Anne Vazquez”): 23,077,806 for, 471,391 withheld, per its Form 8-K filed 2024-04-26 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 29,337,919 outstanding shares: 79% for, 2% withheld (80% of the company cast a for/withheld vote).
The 63 asset managers below cast 100% of the shares they voted on this item FOR (10,221,619 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Dimensional | 1,736,054 | 0 | 0 | 0 | For |
| Fidelity | 1,534,879 | 0 | 0 | 0 | For |
| Vanguard | 1,506,449 | 0 | 0 | 0 | For |
| BlackRock | 1,414,190 | 0 | 0 | 0 | For |
| John Hancock | 1,086,112 | 0 | 0 | 0 | For |
| American Century | 348,734 | 0 | 0 | 0 | For |
| Charles Schwab | 303,308 | 0 | 0 | 0 | For |
| Royce | 266,640 | 0 | 0 | 0 | For |
| TIAA | 248,472 | 0 | 0 | 0 | For |
| State Street | 168,268 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 133,179 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 114,950 | 0 | 0 | 0 | For |
| First Trust | 100,024 | 0 | 0 | 0 | For |
| SEI | 96,998 | 0 | 0 | 0 | For |
| Northern Trust | 80,111 | 0 | 0 | 0 | For |
| EA Series Trust | 79,061 | 0 | 0 | 0 | For |
| Equitable | 76,853 | 0 | 0 | 0 | For |
| Brinker Capital Destinations Trust | 75,294 | 0 | 0 | 0 | For |
| Invesco | 71,378 | 0 | 0 | 0 | For |
| Principal | 68,444 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 57,749 | 0 | 0 | 0 | For |
| Prudential/PGIM | 56,650 | 0 | 0 | 0 | For |
| Thrivent | 55,872 | 0 | 0 | 0 | For |
| WisdomTree | 53,378 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 51,687 | 0 | 0 | 0 | For |
Showing the 25 largest of 63 asset managers. See all 63 in the interactive database.
Combines 5 wordings of this item as funds reported it.
94% Majority: yes · of votes cast
UNIVEST FINANCIAL CORP.’s own tally for this item (“Elect Director: Charles H. Zimmerman”): 22,219,578 for, 1,329,619 withheld, per its Form 8-K filed 2024-04-26 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 29,337,919 outstanding shares: 76% for, 5% withheld (80% of the company cast a for/withheld vote).
The 63 asset managers below cast 100% of the shares they voted on this item FOR (9,757,472 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Dimensional | 1,736,054 | 0 | 0 | 0 | For |
| Fidelity | 1,534,879 | 0 | 0 | 0 | For |
| Vanguard | 1,506,449 | 0 | 0 | 0 | For |
| BlackRock | 1,414,190 | 0 | 0 | 0 | For |
| John Hancock | 1,086,112 | 0 | 0 | 0 | For |
| American Century | 348,734 | 0 | 0 | 0 | For |
| Charles Schwab | 303,308 | 0 | 0 | 0 | For |
| Royce | 266,640 | 0 | 0 | 0 | For |
| TIAA | 248,472 | 0 | 0 | 0 | For |
| State Street | 168,244 | 0 | 24 | 0 | For |
| BRIDGEWAY FUNDS INC | 0 | 0 | 133,179 | 0 | Abstain |
| HOTCHKIS & WILEY FUNDS /DE/ | 114,950 | 0 | 0 | 0 | For |
| First Trust | 100,024 | 0 | 0 | 0 | For |
| SEI | 0 | 0 | 96,998 | 0 | Abstain |
| Northern Trust | 80,111 | 0 | 0 | 0 | For |
| EA Series Trust | 0 | 0 | 79,061 | 0 | Abstain |
| Equitable | 50,797 | 0 | 26,056 | 0 | For |
| Brinker Capital Destinations Trust | 74,765 | 0 | 529 | 0 | For |
| Invesco | 0 | 0 | 71,378 | 0 | Abstain |
| Principal | 68,444 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 57,749 | 0 | 0 | 0 | For |
| Prudential/PGIM | 56,650 | 0 | 0 | 0 | For |
| Thrivent | 55,872 | 0 | 0 | 0 | For |
| WisdomTree | 53,378 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 51,687 | 0 | 0 | 0 | For |
Showing the 25 largest of 63 asset managers. See all 63 in the interactive database.
Combines 5 wordings of this item as funds reported it.
96% Majority: yes · of votes cast
UNIVEST FINANCIAL CORP.’s own tally for this item (“Elect Director: Suzanne Keenan”): 22,625,230 for, 923,967 withheld, per its Form 8-K filed 2024-04-26 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 29,337,919 outstanding shares: 77% for, 3% withheld (80% of the company cast a for/withheld vote).
The 63 asset managers below cast 100% of the shares they voted on this item FOR (9,969,399 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Dimensional | 1,736,054 | 0 | 0 | 0 | For |
| Fidelity | 1,534,879 | 0 | 0 | 0 | For |
| Vanguard | 1,506,449 | 0 | 0 | 0 | For |
| BlackRock | 1,414,190 | 0 | 0 | 0 | For |
| John Hancock | 1,086,112 | 0 | 0 | 0 | For |
| American Century | 348,734 | 0 | 0 | 0 | For |
| Charles Schwab | 303,308 | 0 | 0 | 0 | For |
| Royce | 266,640 | 0 | 0 | 0 | For |
| TIAA | 248,472 | 0 | 0 | 0 | For |
| State Street | 168,244 | 0 | 24 | 0 | For |
| BRIDGEWAY FUNDS INC | 0 | 0 | 133,179 | 0 | Abstain |
| HOTCHKIS & WILEY FUNDS /DE/ | 114,950 | 0 | 0 | 0 | For |
| First Trust | 100,024 | 0 | 0 | 0 | For |
| SEI | 96,998 | 0 | 0 | 0 | For |
| Northern Trust | 80,111 | 0 | 0 | 0 | For |
| EA Series Trust | 0 | 0 | 79,061 | 0 | Abstain |
| Equitable | 50,797 | 0 | 26,056 | 0 | For |
| Brinker Capital Destinations Trust | 75,294 | 0 | 0 | 0 | For |
| Invesco | 71,378 | 0 | 0 | 0 | For |
| Principal | 68,444 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 57,749 | 0 | 0 | 0 | For |
| Prudential/PGIM | 56,650 | 0 | 0 | 0 | For |
| Thrivent | 55,872 | 0 | 0 | 0 | For |
| WisdomTree | 53,378 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 51,687 | 0 | 0 | 0 | For |
Showing the 25 largest of 63 asset managers. See all 63 in the interactive database.
Combines 5 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
UNIVEST FINANCIAL CORP.’s own tally for this item (“Elect Director: Thomas M. Petro”): 23,161,880 for, 387,317 withheld, per its Form 8-K filed 2024-04-26 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 29,337,919 outstanding shares: 79% for, 1% withheld (80% of the company cast a for/withheld vote).
The 63 asset managers below cast 100% of the shares they voted on this item FOR (10,169,419 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Dimensional | 1,736,054 | 0 | 0 | 0 | For |
| Fidelity | 1,534,879 | 0 | 0 | 0 | For |
| Vanguard | 1,506,449 | 0 | 0 | 0 | For |
| BlackRock | 1,414,190 | 0 | 0 | 0 | For |
| John Hancock | 1,086,112 | 0 | 0 | 0 | For |
| American Century | 348,734 | 0 | 0 | 0 | For |
| Charles Schwab | 303,308 | 0 | 0 | 0 | For |
| Royce | 266,640 | 0 | 0 | 0 | For |
| TIAA | 248,472 | 0 | 0 | 0 | For |
| State Street | 168,260 | 0 | 8 | 0 | For |
| BRIDGEWAY FUNDS INC | 133,179 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 114,950 | 0 | 0 | 0 | For |
| First Trust | 100,024 | 0 | 0 | 0 | For |
| SEI | 96,998 | 0 | 0 | 0 | For |
| Northern Trust | 80,111 | 0 | 0 | 0 | For |
| EA Series Trust | 79,061 | 0 | 0 | 0 | For |
| Equitable | 50,797 | 0 | 26,056 | 0 | For |
| Brinker Capital Destinations Trust | 74,765 | 0 | 529 | 0 | For |
| Invesco | 71,378 | 0 | 0 | 0 | For |
| Principal | 68,444 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 57,749 | 0 | 0 | 0 | For |
| Prudential/PGIM | 56,650 | 0 | 0 | 0 | For |
| Thrivent | 55,872 | 0 | 0 | 0 | For |
| WisdomTree | 53,378 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 51,687 | 0 | 0 | 0 | For |
Showing the 25 largest of 63 asset managers. See all 63 in the interactive database.
Combines 3 wordings of this item as funds reported it.
99.9% fund support · no official result
The 53 asset managers below cast 99.9% of the shares they voted on this item FOR (8,900,515 for, 104 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Dimensional | 1,736,054 | 0 | 0 | 0 | For |
| Fidelity | 1,534,879 | 0 | 0 | 0 | For |
| Vanguard | 1,506,449 | 0 | 0 | 0 | For |
| BlackRock | 1,414,190 | 0 | 0 | 0 | For |
| American Century | 348,734 | 0 | 0 | 0 | For |
| Charles Schwab | 303,308 | 0 | 0 | 0 | For |
| Royce | 266,640 | 0 | 0 | 0 | For |
| TIAA | 248,472 | 0 | 0 | 0 | For |
| State Street | 168,253 | 15 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 133,179 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 114,950 | 0 | 0 | 0 | For |
| First Trust | 100,024 | 0 | 0 | 0 | For |
| SEI | 96,998 | 0 | 0 | 0 | For |
| Northern Trust | 80,111 | 0 | 0 | 0 | For |
| Equitable | 76,853 | 0 | 0 | 0 | For |
| Brinker Capital Destinations Trust | 75,294 | 0 | 0 | 0 | For |
| Invesco | 71,378 | 0 | 0 | 0 | For |
| Principal | 68,444 | 0 | 0 | 0 | For |
| Prudential/PGIM | 56,650 | 0 | 0 | 0 | For |
| Thrivent | 55,872 | 0 | 0 | 0 | For |
| WisdomTree | 53,378 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 51,687 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 39,000 | 0 | 0 | 0 | For |
| Lincoln Financial | 32,377 | 0 | 0 | 0 | For |
| Victory Capital | 30,576 | 0 | 0 | 0 | For |
Showing the 25 largest of 53 asset managers. See all 53 in the interactive database.
99.9% fund support · no official result
The 41 asset managers below cast 99.9% of the shares they voted on this item FOR (2,043,148 for, 624 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| John Hancock | 1,086,112 | 0 | 0 | 0 | For |
| UNIVEST FINANCIAL Corp | 500,221 | 0 | 0 | 0 | For |
| EA Series Trust | 79,061 | 0 | 0 | 0 | For |
| Northern Trust | 69,384 | 0 | 0 | 0 | For |
| Goldman Sachs | 62,423 | 0 | 0 | 0 | For |
| TOUCHSTONE FUNDS GROUP TRUST | 38,493 | 0 | 0 | 0 | For |
| KEYBANK NATIONAL ASSOCIATION/OH | 35,458 | 0 | 0 | 0 | For |
| ADVISORS SERIES TRUST | 33,930 | 0 | 0 | 0 | For |
| RAYMOND JAMES & ASSOCIATES | 30,411 | 0 | 0 | 0 | For |
| Pacific Ridge Capital Partners, LLC | 0 | 0 | 23,283 | 0 | Abstain |
| PNC BANK, NATIONAL ASSOCIATION | 20,405 | 0 | 0 | 0 | For |
| FIRST MANHATTAN CO. LLC. | 17,789 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 12,674 | 0 | 0 | 0 | For |
| Jackson National | 10,332 | 0 | 0 | 0 | For |
| TRUST CO OF VERMONT | 7,004 | 0 | 0 | 0 | For |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 5,850 | 0 | 0 | 0 | For |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 5,531 | 0 | 0 | 0 | For |
| COMMERCE BANK | 3,612 | 0 | 0 | 0 | For |
| Allianz | 3,276 | 0 | 0 | 0 | For |
| JPMorgan | 2,927 | 0 | 0 | 0 | For |
| ENVESTNET ASSET MANAGEMENT INC | 2,758 | 0 | 0 | 0 | For |
| Corient Private Wealth LLC | 2,520 | 0 | 0 | 0 | For |
| FIRST FOUNDATION ADVISORS | 2,116 | 0 | 0 | 0 | For |
| TRUST FOR PROFESSIONAL MANAGERS | 1,879 | 0 | 0 | 0 | For |
| Natixis | 1,689 | 0 | 0 | 0 | For |
Showing the 25 largest of 41 asset managers. See all 41 in the interactive database.
94% fund support · no official result
The 10 asset managers below cast 94% of the shares they voted on this item FOR (1,188,480 for, 79,061 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| John Hancock | 1,086,112 | 0 | 0 | 0 | For |
| EA Series Trust | 0 | 79,061 | 0 | 0 | Against |
| TOUCHSTONE FUNDS GROUP TRUST | 38,493 | 0 | 0 | 0 | For |
| ADVISORS SERIES TRUST | 33,930 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 12,674 | 0 | 0 | 0 | For |
| Jackson National | 10,332 | 0 | 0 | 0 | For |
| Allianz | 3,276 | 0 | 0 | 0 | For |
| TRUST FOR PROFESSIONAL MANAGERS | 1,879 | 0 | 0 | 0 | For |
| WILSHIRE MUTUAL FUNDS INC | 1,141 | 0 | 0 | 0 | For |
| GPS Funds I | 643 | 0 | 0 | 0 | For |
Ranked by the number of UNIVEST FINANCIAL CORP. shares each manager voted on the most widely held ballot item of the 2023-2024 meeting, shown as a share of the 29,337,919 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | Fidelity | 14.27% |
| 2 | BlackRock | 10.18% |
| 3 | Dimensional | 6.59% |
| 4 | Vanguard | 5.30% |
| 5 | John Hancock | 3.87% |
| 6 | PZENA INVESTMENT MANAGEMENT LLC | 3.58% |
| 7 | American Century | 2.38% |
| 8 | Renaissance | 2.28% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 2.23% |
| 10 | Charles Schwab | 2.07% |
Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).
| Holder | % outstanding | Disclosure |
|---|---|---|
| BlackRock | 10.54% | 13F |
| FMR (Fidelity) | 8.83% | 13F |
| Dimensional Fund Advisors | 6.74% | 13F |
| Vanguard Group | 5.94% | 13F |
| s.s. Or | 4.97% | 13G |
| State Street | 3.11% | 13F |
| Renaissance Technologies | 2.25% | 13F |
| Geode Capital | 2.21% | 13F |
| AQR Capital | 1.37% | 13F |
| Northern Trust | 1.17% | 13F |
Percentages above are of 29,337,919 shares outstanding, as reported by UNIVEST FINANCIAL CORP. on its Form 10-Q dated 2024-03-31 (see the filing on EDGAR). This is the count contemporaneous with the 2023-2024 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.
Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered investment companies and institutional managers disclose how they voted every proxy, and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from UNIVEST FINANCIAL CORP.’s 10-Q dated 2024-03-31. This page is a static snapshot rebuilt weekly on 02 October 2026; a live search always shows the current data.
At UNIVEST FINANCIAL CORP.'s shareholder meeting held 2024-04-25, in the 2023-2024 proxy season, 181 asset managers reported how they voted in their SEC Form N-PX filings, covering 1,436 separate fund positions. Their filings are grouped here into 8 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. UNIVEST FINANCIAL CORP.'s own Form 8-K tally for this meeting is published below, but no row in it could be matched to the most widely held item, so this page states no certified outcome for that item. On that item — Approval of, on an advisory (non-binding) basis, the compensation of our named executive… — the reporting funds cast 99% of the shares they voted in favour (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side). That is the aggregate of those managers' own N-PX disclosures, not the company's certified result, and the funds are a subset of all shareholders.
UNIVEST FINANCIAL CORP. proxy season coverage: 2023-2024 (this page) · 2024-2025 · 2025-2026.