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UNIVEST FINANCIAL CORP. 2024-2025 Proxy Voting Records

Compiled from SEC Form N-PX filings and UNIVEST FINANCIAL CORP.’s Form 8-K, filed 2025-04-28 (Item 5.07 on EDGAR). Page generated 04 October 2026.

10Reported items
212Asset managers
1,575Fund votes
2025-04-24Meeting date

Proxy season: 2023-2024 2024-2025 2025-2026

Explore UNIVEST FINANCIAL CORP. in the interactive database Compare manager voting policies

Official 2024-2025 meeting results reported by UNIVEST FINANCIAL CORP.

These tallies are UNIVEST FINANCIAL CORP.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2025-04-28 (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.

UNIVEST FINANCIAL CORP. — official shareholder meeting results, meeting held 2025-04-24
Ballot item	For	Against	Abstain	Withheld	Broker non-votes	Outcome
Elect Director: Todd S. Benning	23,312,037	--	--	457,726	1,717,402	Majority: yes
Elect Director: Martin P. Connor	23,576,830	--	--	192,933	1,717,402	Majority: yes
Elect Director: Jeffrey M. Schweitzer	23,249,678	--	--	520,085	1,717,402	Majority: yes
Elect Director: Michael L. Turner	23,226,669	--	--	543,094	1,717,402	Majority: yes

Source: UNIVEST FINANCIAL CORP., Form 8-K, filed with the SEC on 2025-04-28 — read the filing on EDGAR.

How asset managers voted at the UNIVEST FINANCIAL CORP. 2024-2025 meeting

Each item below shows how the 212 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.

1. Approval of, on an advisory (non-binding) basis, the compensation of our named executive officers as presented in the Proxy Statement

SECTION 14A SAY-ON-PAY VOTES

Combines 4 wordings of this item as funds reported it.

99.1% fund support · no official result

FOR 99.0%

The 173 asset managers below cast 99.1% of the shares they voted on this item FOR (20,044,551 for, 178,555 against).

FOR: 20,044,551 (99.0%)AGAINST: 178,555 (0.9%)ABSTAIN: 18,254 (0.1%)

Largest asset managers voting on “Approval of, on an advisory (non-binding) basis, the compensation of our named executive officers as presented” at UNIVEST FINANCIAL CORP., 2024-2025
Asset manager	For	Against	Vote
Fidelity	4,192,698	0	For
Dimensional	1,932,644	0	For
Vanguard	1,648,175	0	For
American Century	1,297,300	0	For
John Hancock	1,146,769	0	For
State Street	1,108,192	0	For
PZENA INVESTMENT MANAGEMENT LLC	976,808	0	For
GEODE CAPITAL MANAGEMENT, LLC	712,093	0	For
Renaissance	609,145	0	For
Charles Schwab	487,921	0	For
UNIVEST FINANCIAL Corp	485,181	0	For
SEI	450,821	6,752	For
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	337,420	0	For
Leeward Investments, LLC - MA	317,712	0	For
Columbia Threadneedle	301,670	0	For
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	245,937	0	For
Prudential/PGIM	241,348	0	For
ENDEAVOUR CAPITAL ADVISORS INC	235,611	0	For
AQR	222,291	0	For
Neuberger Berman	193,197	0	For
Invesco	168,660	0	For
Royce	161,599	0	For
Nuveen	136,397	0	For
TIAA	134,255	0	For
MELLON INVESTMENTS Corp	123,763	0	For

Showing the 25 largest of 173 asset managers. See all 173 in the interactive database.

2. Election of Four Class II Directors: Jeffrey M. Schweitzer

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 4 wordings of this item as funds reported it.

98% Majority: yes · of votes cast

FOR 98%

FOR: 23,249,678WITHHELD: 520,085

UNIVEST FINANCIAL CORP.’s own tally for this item (“Elect Director: Jeffrey M. Schweitzer”): 23,249,678 for, 520,085 withheld, per its Form 8-K filed 2025-04-28 (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 28,962,648 outstanding shares: 80% for, 2% withheld (82% of the company cast a for/withheld vote).

The 70 asset managers below cast 100% of the shares they voted on this item FOR (10,731,589 for, 0 against).

FOR 99%

FOR: 10,731,589 (98.8%)ABSTAIN: 131,134 (1.2%)

Largest asset managers voting on “Election of Four Class II Directors: Jeffrey M. Schweitzer” at UNIVEST FINANCIAL CORP., 2024-2025
Asset manager	For	Abstain	Vote
Dimensional	1,737,738	0	For
Fidelity	1,581,750	0	For
Vanguard	1,568,980	0	For
BlackRock	1,479,736	0	For
John Hancock	1,094,454	0	For
American Century	640,086	0	For
Columbia Threadneedle	301,670	0	For
Charles Schwab	243,955	0	For
State Street	222,825	7	For
Royce	161,599	0	For
SEI	137,006	0	For
TIAA	134,255	0	For
HOTCHKIS & WILEY FUNDS /DE/	111,030	0	For
EA Series Trust	0	102,099	Abstain
BRIDGEWAY FUNDS INC	100,137	0	For
Invesco	79,887	0	For
Equitable	53,152	26,056	For
Prudential/PGIM	73,906	0	For
Northern Trust	66,005	0	For
Principal	65,100	0	For
TARGET PORTFOLIO TRUST	61,000	0	For
CLEARWATER INVESTMENT TRUST	57,749	0	For
TOUCHSTONE FUNDS GROUP TRUST	57,252	0	For
Brinker Capital Destinations Trust	53,295	0	For
WisdomTree	51,138	0	For

Showing the 25 largest of 70 asset managers. See all 70 in the interactive database.

3. Election of Four Class II Directors: Martin P. Connor

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 4 wordings of this item as funds reported it.

99.1% Majority: yes · of votes cast

FOR 99.1%

FOR: 23,576,830WITHHELD: 192,933

UNIVEST FINANCIAL CORP.’s own tally for this item (“Elect Director: Martin P. Connor”): 23,576,830 for, 192,933 withheld, per its Form 8-K filed 2025-04-28 (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 28,962,648 outstanding shares: 81% for, 0.7% withheld (82% of the company cast a for/withheld vote).

The 70 asset managers below cast 100% of the shares they voted on this item FOR (10,836,667 for, 0 against).

FOR 99.7%

FOR: 10,836,667 (99.8%)ABSTAIN: 26,056 (0.2%)

Largest asset managers voting on “Election of Four Class II Directors: Martin P. Connor” at UNIVEST FINANCIAL CORP., 2024-2025
Asset manager	For	Abstain	Vote
Dimensional	1,737,738	0	For
Fidelity	1,581,750	0	For
Vanguard	1,568,980	0	For
BlackRock	1,479,736	0	For
John Hancock	1,094,454	0	For
American Century	640,086	0	For
Columbia Threadneedle	301,670	0	For
Charles Schwab	243,955	0	For
State Street	222,832	0	For
Royce	161,599	0	For
SEI	137,006	0	For
TIAA	134,255	0	For
HOTCHKIS & WILEY FUNDS /DE/	111,030	0	For
EA Series Trust	102,099	0	For
BRIDGEWAY FUNDS INC	100,137	0	For
Invesco	79,887	0	For
Equitable	53,152	26,056	For
Prudential/PGIM	73,906	0	For
Northern Trust	66,005	0	For
Principal	65,100	0	For
TARGET PORTFOLIO TRUST	61,000	0	For
CLEARWATER INVESTMENT TRUST	57,749	0	For
TOUCHSTONE FUNDS GROUP TRUST	57,252	0	For
Brinker Capital Destinations Trust	53,295	0	For
WisdomTree	51,138	0	For

Showing the 25 largest of 70 asset managers. See all 70 in the interactive database.

4. Election of Four Class II Directors: Michael L. Turner

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 4 wordings of this item as funds reported it.

98% Majority: yes · of votes cast

FOR 98%

FOR: 23,226,669WITHHELD: 543,094

UNIVEST FINANCIAL CORP.’s own tally for this item (“Elect Director: Michael L. Turner”): 23,226,669 for, 543,094 withheld, per its Form 8-K filed 2025-04-28 (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 28,962,648 outstanding shares: 80% for, 2% withheld (82% of the company cast a for/withheld vote).

The 70 asset managers below cast 100% of the shares they voted on this item FOR (10,649,261 for, 0 against).

FOR 98%

FOR: 10,649,261 (98.0%)ABSTAIN: 213,462 (2.0%)

Largest asset managers voting on “Election of Four Class II Directors: Michael L. Turner” at UNIVEST FINANCIAL CORP., 2024-2025
Asset manager	For	Abstain	Vote
Dimensional	1,737,738	0	For
Fidelity	1,581,750	0	For
Vanguard	1,568,980	0	For
BlackRock	1,479,736	0	For
John Hancock	1,094,454	0	For
American Century	640,086	0	For
Columbia Threadneedle	301,670	0	For
Charles Schwab	243,955	0	For
State Street	222,832	0	For
Royce	161,599	0	For
SEI	133,630	3,376	For
TIAA	134,255	0	For
HOTCHKIS & WILEY FUNDS /DE/	111,030	0	For
EA Series Trust	0	102,099	Abstain
BRIDGEWAY FUNDS INC	100,137	0	For
Invesco	0	79,887	Abstain
Equitable	53,152	26,056	For
Prudential/PGIM	73,906	0	For
Northern Trust	66,005	0	For
Principal	65,100	0	For
TARGET PORTFOLIO TRUST	61,000	0	For
CLEARWATER INVESTMENT TRUST	57,749	0	For
TOUCHSTONE FUNDS GROUP TRUST	57,252	0	For
Brinker Capital Destinations Trust	53,295	0	For
WisdomTree	51,138	0	For

Showing the 25 largest of 70 asset managers. See all 70 in the interactive database.

5. Election of Four Class II Directors: Todd S. Benning

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 4 wordings of this item as funds reported it.

98% Majority: yes · of votes cast

FOR 98%

FOR: 23,312,037WITHHELD: 457,726

UNIVEST FINANCIAL CORP.’s own tally for this item (“Elect Director: Todd S. Benning”): 23,312,037 for, 457,726 withheld, per its Form 8-K filed 2025-04-28 (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 28,962,648 outstanding shares: 80% for, 2% withheld (82% of the company cast a for/withheld vote).

The 70 asset managers below cast 100% of the shares they voted on this item FOR (10,836,667 for, 0 against).

FOR 99.7%

FOR: 10,836,667 (99.8%)ABSTAIN: 26,056 (0.2%)

Largest asset managers voting on “Election of Four Class II Directors: Todd S. Benning” at UNIVEST FINANCIAL CORP., 2024-2025
Asset manager	For	Abstain	Vote
Dimensional	1,737,738	0	For
Fidelity	1,581,750	0	For
Vanguard	1,568,980	0	For
BlackRock	1,479,736	0	For
John Hancock	1,094,454	0	For
American Century	640,086	0	For
Columbia Threadneedle	301,670	0	For
Charles Schwab	243,955	0	For
State Street	222,832	0	For
Royce	161,599	0	For
SEI	137,006	0	For
TIAA	134,255	0	For
HOTCHKIS & WILEY FUNDS /DE/	111,030	0	For
EA Series Trust	102,099	0	For
BRIDGEWAY FUNDS INC	100,137	0	For
Invesco	79,887	0	For
Equitable	53,152	26,056	For
Prudential/PGIM	73,906	0	For
Northern Trust	66,005	0	For
Principal	65,100	0	For
TARGET PORTFOLIO TRUST	61,000	0	For
CLEARWATER INVESTMENT TRUST	57,749	0	For
TOUCHSTONE FUNDS GROUP TRUST	57,252	0	For
Brinker Capital Destinations Trust	53,295	0	For
WisdomTree	51,138	0	For

Showing the 25 largest of 70 asset managers. See all 70 in the interactive database.

6. RATIFICATION OF KPMG LLP AS OUR INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM FOR 2025

AUDIT-RELATED

99.9% fund support · no official result

FOR 99.9%

The 52 asset managers below cast 99.9% of the shares they voted on this item FOR (7,935,303 for, 13 against).

FOR: 7,935,303 (100.0%)AGAINST: 13 (0.0%)

Largest asset managers voting on “RATIFICATION OF KPMG LLP AS OUR INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM FOR 2025” at UNIVEST FINANCIAL CORP., 2024-2025
Asset manager	For	Against	Vote
Dimensional	1,737,738	0	For
Fidelity	1,581,750	0	For
Vanguard	1,568,980	0	For
American Century	640,086	0	For
Columbia Threadneedle	301,670	0	For
Charles Schwab	243,955	0	For
State Street	222,819	13	For
Royce	161,599	0	For
SEI	137,006	0	For
TIAA	134,255	0	For
HOTCHKIS & WILEY FUNDS /DE/	111,030	0	For
BRIDGEWAY FUNDS INC	100,137	0	For
Invesco	79,887	0	For
Equitable	79,208	0	For
Prudential/PGIM	73,906	0	For
Northern Trust	66,005	0	For
Principal	65,100	0	For
TARGET PORTFOLIO TRUST	61,000	0	For
TOUCHSTONE FUNDS GROUP TRUST	57,252	0	For
Brinker Capital Destinations Trust	53,295	0	For
WisdomTree	51,138	0	For
Lincoln Financial	48,082	0	For
Nationwide	33,269	0	For
Thrivent	31,623	0	For
Pacific Life	27,875	0	For

Showing the 25 largest of 52 asset managers. See all 52 in the interactive database.

7. The approval of, on an advisory (non-binding) basis, the compensation of our Named Executive Officers as presented in this Proxy Statement.

SECTION 14A SAY-ON-PAY VOTES

Combines 2 wordings of this item as funds reported it.

100% fund support · no official result

FOR 100%

The 32 asset managers below cast 100% of the shares they voted on this item FOR (4,902,623 for, 0 against).

FOR: 4,902,623 (100.0%)

Largest asset managers voting on “The approval of, on an advisory (non-binding) basis, the compensation of our Named Executive Officers as prese” at UNIVEST FINANCIAL CORP., 2024-2025
Asset manager	For	Vote
BlackRock	3,108,001	For
John Hancock	1,094,454	For
Northern Trust	254,629	For
EA Series Trust	102,099	For
Goldman Sachs	81,068	For
QUANTITATIVE MASTER SERIES LLC	48,380	For
RAYMOND JAMES & ASSOCIATES	40,955	For
ADVISORS SERIES TRUST	33,930	For
JPMorgan	32,585	For
MASTER INVESTMENT PORTFOLIO	28,764	For
KEYBANK NATIONAL ASSOCIATION/OH	17,458	For
FIRST MANHATTAN CO. LLC.	12,434	For
Cambria ETF Trust	10,857	For
Jackson National	9,861	For
ENVESTNET ASSET MANAGEMENT INC	4,931	For
WEDGE CAPITAL MANAGEMENT L L P/NC	4,542	For
Arlington Trust Co LLC	3,905	For
Corient Private Wealth LLC	3,516	For
TRUST FOR PROFESSIONAL MANAGERS	1,879	For
XPONANCE, INC.	1,758	For
TRUIST FINANCIAL CORP	1,329	For
WILSHIRE MUTUAL FUNDS INC	1,121	For
GPS Funds I	1,050	For
CONNORS INVESTOR SERVICES INC	1,000	For
Allianz	850	For

Showing the 25 largest of 32 asset managers. See all 32 in the interactive database.

8. The ratification of KPMG LLP as our independent registered public accounting firm for 2025.

AUDIT-RELATED

96% fund support · no official result

FOR 96%

The 14 asset managers below cast 96% of the shares they voted on this item FOR (2,740,697 for, 102,099 against).

FOR: 2,740,697 (96.4%)AGAINST: 102,099 (3.6%)

Largest asset managers voting on “The ratification of KPMG LLP as our independent registered public accounting firm for 2025.” at UNIVEST FINANCIAL CORP., 2024-2025
Asset manager	For	Against	Vote
BlackRock	1,479,736	0	For
John Hancock	1,094,454	0	For
EA Series Trust	0	102,099	Against
QUANTITATIVE MASTER SERIES LLC	48,380	0	For
ADVISORS SERIES TRUST	33,930	0	For
JPMorgan	29,685	0	For
MASTER INVESTMENT PORTFOLIO	28,764	0	For
Cambria ETF Trust	10,857	0	For
Jackson National	9,861	0	For
TRUST FOR PROFESSIONAL MANAGERS	1,879	0	For
WILSHIRE MUTUAL FUNDS INC	1,121	0	For
GPS Funds I	1,050	0	For
Allianz	850	0	For
Harbor ETF Trust	130	0	For

9. Advisory Vote to Ratify Named Executive Officers' Compensation

SECTION 14A SAY-ON-PAY VOTES

100% fund support · no official result

FOR 100%

The 9 asset managers below cast 100% of the shares they voted on this item FOR (162,790 for, 0 against).

FOR: 162,790 (100.0%)

Largest asset managers voting on “Advisory Vote to Ratify Named Executive Officers' Compensation” at UNIVEST FINANCIAL CORP., 2024-2025
Asset manager	For	Vote
JPMorgan	64,047	For
CLEARWATER INVESTMENT TRUST	57,749	For
Empower	20,100	For
Cornerstone Investment Partners, LLC	7,597	For
FORUM FUNDS II	6,416	For
HC CAPITAL TRUST	2,044	For
APG Asset Management US Inc.	1,988	For
Virtus	1,700	For
MILLER HOWARD INVESTMENTS INC /NY	1,149	For

10. Ratify KPMG LLP as Auditors

AUDIT-RELATED

100% fund support · no official result

FOR 100%

The 4 asset managers below cast 100% of the shares they voted on this item FOR (86,309 for, 0 against).

FOR: 86,309 (100.0%)

Largest asset managers voting on “Ratify KPMG LLP as Auditors” at UNIVEST FINANCIAL CORP., 2024-2025
Asset manager	For	Vote
CLEARWATER INVESTMENT TRUST	57,749	For
Empower	20,100	For
FORUM FUNDS II	6,416	For
HC CAPITAL TRUST	2,044	For

Largest UNIVEST FINANCIAL CORP. shareholders voting in 2024-2025

Ranked by the number of UNIVEST FINANCIAL CORP. shares each manager voted on the most widely held ballot item of the 2024-2025 meeting, shown as a share of the 28,962,648 shares outstanding at the time of that meeting.

Top UNIVEST FINANCIAL CORP. shareholders by shares voted, 2024-2025
#	Asset manager	% of shares outstanding
1	Fidelity	14.48%
2	Dimensional	6.67%
3	Vanguard	5.69%
4	American Century	4.48%
5	John Hancock	3.96%
6	State Street	3.83%
7	PZENA INVESTMENT MANAGEMENT LLC	3.37%
8	GEODE CAPITAL MANAGEMENT, LLC	2.46%
9	Renaissance	2.10%
10	Charles Schwab	1.68%

Reported UNIVEST FINANCIAL CORP. ownership

Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).

UNIVEST FINANCIAL CORP. beneficial owners on record for the 2024-2025 proxy season
Holder	% outstanding	Disclosure
BlackRock	11.80%	13F
FMR (Fidelity)	9.00%	13F
Dimensional Fund Advisors	6.74%	13F
Vanguard Group	5.85%	13F
Manulife Investment Management (US) LLC	4.58%	13G
State Street	2.94%	13F
Renaissance Technologies	2.22%	13F
Northern Trust	1.14%	13F
Jeffrey M. Schweitzer	0.47%	DEF14A
Michael S. Keim	0.28%	DEF14A

Percentages above are of 28,962,648 shares outstanding, as reported by UNIVEST FINANCIAL CORP. on its Form 10-Q dated 2025-03-31 (see the filing on EDGAR). This is the count contemporaneous with the 2024-2025 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.

About this page

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 2025-03-31. This page is a static snapshot rebuilt weekly on 04 October 2026; a live search always shows the current data.

At UNIVEST FINANCIAL CORP.'s shareholder meeting held 2025-04-24, in the 2024-2025 proxy season, 212 asset managers reported how they voted in their SEC Form N-PX filings, covering 1,575 separate fund positions. Their filings are grouped here into 10 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 99.1% 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 · 2024-2025 (this page) · 2025-2026.