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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 April 28, 2025 (Item 5.07 on EDGAR). Page generated November 1, 2026.

6Ballot items
212Asset managers
1,583Fund votes
April 24, 2025Meeting date

Results at a glance

Meeting of April 24, 2025: 6 items on UNIVEST FINANCIAL CORP.’s Form 8-K, filed April 28, 2025: 6 without a stated outcome.

Material dissent

None.

Material dissent: a director nominee under 80% of the votes cast, say-on-pay under 70%, any other item the board put forward under 80%, or a shareholder proposal with more than 50%, on the company’s own Form 8-K tally. How this is decided

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 April 28, 2025 (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 April 24, 2025
Ballot item	For	Against	Abstain	Withheld	Broker non-votes	Support (of votes cast)	Reported outcome	Voting standard
Elect Director: Todd S. Benning	23,312,037	--	--	457,726	1,717,402	98%	Not verified	—
Elect Director: Martin P. Connor	23,576,830	--	--	192,933	1,717,402	99.1%	Not verified	—
Elect Director: Jeffrey M. Schweitzer	23,249,678	--	--	520,085	1,717,402	98%	Not verified	—
Elect Director: Michael L. Turner	23,226,669	--	--	543,094	1,717,402	98%	Not verified	—
2. Ratification of KPMG LLP as the Corporation's independent registered public accounting firm for 2025	25,031,396	424,809	30,960	--	--	98%	Not verified	—
3. Advisory vote to approve the compensation of the Corporation's named executive officers as presented in the proxy statement	23,042,296	669,660	57,807	--	1,717,402	97%	Not verified	—

Source: UNIVEST FINANCIAL CORP., Form 8-K, filed with the SEC on April 28, 2025 — 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.

1. Elect Director: Jeffrey M. Schweitzer

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 4 wordings of this item as funds reported it.

98% Majority: yes · of votes cast

FOR 98%

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

Details: description as filed, official tally, votes by 70 asset managers

Description as filed by funds: Election of Four Class II Directors: Jeffrey M. Schweitzer

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 April 28, 2025 (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.

Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 98% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.

The 70 asset managers below reported 10,745,010 for, 29,035 withheld, 102,099 abstained.

FOR

FOR: 10,745,010ABSTAIN: 102,099WITHHOLD: 29,035

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

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

2. Elect Director: Martin P. Connor

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

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

Details: description as filed, official tally, votes by 70 asset managers

Description as filed by funds: Election of Four Class II Directors: Martin P. Connor

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 April 28, 2025 (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.

Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 99.1% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.

The 70 asset managers below reported 10,850,088 for, 26,056 withheld.

FOR

FOR: 10,850,088WITHHOLD: 26,056

Largest asset managers voting on “Election of Four Class II Directors: Martin P. Connor” at UNIVEST FINANCIAL CORP., 2024-2025
Asset manager	For	Withheld	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	Mixed
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. Elect Director: Michael L. Turner

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 4 wordings of this item as funds reported it.

98% Majority: yes · of votes cast

FOR 98%

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

Details: description as filed, official tally, votes by 70 asset managers

Description as filed by funds: Election of Four Class II Directors: Michael L. Turner

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 April 28, 2025 (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.

The 70 asset managers below reported 10,662,682 for, 111,363 withheld, 102,099 abstained.

FOR

FOR: 10,662,682ABSTAIN: 102,099WITHHOLD: 111,363

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

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

4. Elect Director: Todd S. Benning

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 4 wordings of this item as funds reported it.

98% Majority: yes · of votes cast

FOR 98%

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

Details: description as filed, official tally, votes by 70 asset managers

Description as filed by funds: Election of Four Class II Directors: Todd S. Benning

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 April 28, 2025 (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.

The 70 asset managers below reported 10,850,088 for, 26,056 withheld.

FOR

FOR: 10,850,088WITHHOLD: 26,056

Largest asset managers voting on “Election of Four Class II Directors: Todd S. Benning” at UNIVEST FINANCIAL CORP., 2024-2025
Asset manager	For	Withheld	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	Mixed
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. 3. Advisory vote to approve the compensation of the Corporation's named executive officers as presented in the proxy…

Outcome not verified Fund totals may overlapSECTION 14A SAY-ON-PAY VOTESReported outcome: Not verified

Combines 8 wordings of this item as funds reported it.

97% Majority: yes · of votes cast

FOR 97%

FOR: 23,042,296AGAINST: 669,660

Details: description as filed, official tally, votes by 212 asset managers

Description as filed by funds: Approval of, on an advisory (non-binding) basis, the compensation of our named executive officers as presented in the Proxy Statement

UNIVEST FINANCIAL CORP.’s own tally for this item (“3. Advisory vote to approve the compensation of the Corporation's named executive officers as presented in the proxy statement”): 23,042,296 for, 669,660 against, per its Form 8-K filed April 28, 2025 (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.

Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 97% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice).

Fund voting reports: 71 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
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	102,099	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
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

Fund voting reports, all 71 managers: 10,873,304 for, 6,238 against. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports: 163 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	2,610,948	0	For
BlackRock	1,628,265	0	For
John Hancock	1,146,769	0	For
PZENA INVESTMENT MANAGEMENT LLC	976,808	0	For
State Street	885,360	0	For
GEODE CAPITAL MANAGEMENT, LLC	712,093	0	For
American Century	657,214	0	For
Renaissance	609,145	0	For
UNIVEST FINANCIAL Corp	485,181	0	For
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	337,420	0	For
SEI	317,191	3,376	For
Leeward Investments, LLC - MA	317,712	0	For
Northern Trust	254,629	0	For
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	245,937	0	For
Charles Schwab	243,966	0	For
ENDEAVOUR CAPITAL ADVISORS INC	235,611	0	For
AQR	204,412	0	For
Dimensional	194,906	0	For
Neuberger Berman	193,197	0	For
Prudential/PGIM	167,442	0	For
Nuveen	136,397	0	For
Goldman Sachs	130,149	0	For
MELLON INVESTMENTS Corp	123,763	0	For
BRIDGEWAY CAPITAL MANAGEMENT, LLC	100,137	0	For
Invesco	88,773	0	For

Institutional-manager reports, all 163 managers: 14,250,270 for, 172,897 against, 18,254 abstained. Showing the 25 largest; see all in the interactive database.

6. 2. Ratification of KPMG LLP as the Corporation's independent registered public accounting firm for 2025

Outcome not verifiedAUDIT-RELATEDReported outcome: Not verified

Combines 3 wordings of this item as funds reported it.

98% Majority: yes · of votes cast

FOR 98%

FOR: 25,031,396AGAINST: 424,809

Details: description as filed, official tally, votes by 70 asset managers

Description as filed by funds: RATIFICATION OF KPMG LLP AS OUR INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM FOR 2025

UNIVEST FINANCIAL CORP.’s own tally for this item (“2. Ratification of KPMG LLP as the Corporation's independent registered public accounting firm for 2025”): 25,031,396 for, 424,809 against, per its Form 8-K filed April 28, 2025 (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.

Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 98% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 70 asset managers below reported 10,775,730 for, 102,112 against.

FOR

FOR: 10,775,730AGAINST: 102,112

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
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	222,819	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
EA Series Trust	0	102,099	Against
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
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.

Largest UNIVEST FINANCIAL CORP. shareholders voting in 2024-2025

Ranked separately for each type of Form N-PX report. An institutional manager can report shares that a fund it advises also reports, so the two tables can list the same shares and are never added together. Each is ranked by the shares voted on the item that the most managers of that type reported, shown as a share of the 28,962,648 shares outstanding at the time of that meeting.

Fund voting reports: top UNIVEST FINANCIAL CORP. shareholders by shares voted on “Approval of, on an advisory (non-binding) basis, the compensation of our named executive…”, 2024-2025
#	Asset manager	% of shares outstanding
1	Dimensional	6.00%
2	Fidelity	5.46%
3	Vanguard	5.42%
4	BlackRock	5.11%
5	John Hancock	3.78%
6	American Century	2.21%
7	Columbia Threadneedle	1.04%
8	Charles Schwab	0.84%
9	State Street	0.77%
10	Royce	0.56%

Institutional-manager reports: top UNIVEST FINANCIAL CORP. shareholders by shares voted on “Approval of, on an advisory (non-binding) basis, the compensation of our named executive…”, 2024-2025
#	Asset manager	% of shares outstanding
1	Fidelity	9.01%
2	BlackRock	5.62%
3	John Hancock	3.96%
4	PZENA INVESTMENT MANAGEMENT LLC	3.37%
5	State Street	3.06%
6	GEODE CAPITAL MANAGEMENT, LLC	2.46%
7	American Century	2.27%
8	Renaissance	2.10%
9	UNIVEST FINANCIAL Corp	1.68%
10	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	1.17%

Reported UNIVEST FINANCIAL CORP. holdings and ownership

As disclosed to the SEC in Form 13F (quarter-end holdings of 30 large managers), Schedules 13D and 13G (beneficial ownership above 5%) and the company’s own proxy statement (DEF 14A). Each row names its form.

UNIVEST FINANCIAL CORP. holdings and ownership disclosed 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 March 31, 2025 (see the filing on EDGAR). This is the count contemporaneous with the 2024-2025 meeting, not today’s. Each holding is as of its own filing, which may be dated before or after the meeting.

About this page

Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered funds disclose how they voted every proxy and institutional managers disclose their votes on executive pay (say-on-pay, say-on-frequency and golden parachutes), 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 March 31, 2025. This page is a static snapshot rebuilt weekly on November 1, 2026; a live search always shows the current data.

At UNIVEST FINANCIAL CORP.'s shareholder meeting held April 24, 2025, in the 2024-2025 proxy season, 212 asset managers reported how they voted on 6 ballot items in their SEC Form N-PX filings, covering 1,583 separate fund positions. On the most widely held item on that ballot — Approval of, on an advisory (non-binding) basis, the compensation of our named executive… — FOR was 97% of the votes cast (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), which is more than half. Whether the item was approved is for the filing to say; that statement has not been read for this item. Source: UNIVEST FINANCIAL CORP.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on April 28, 2025.

UNIVEST FINANCIAL CORP. proxy season coverage: 2023-2024 · 2024-2025 (this page) · 2025-2026.

Download data (CSV): ballot items · votes by manager · column guide.