Univest Financial Corp
UVSP- Exchange
- Nasdaq
- Industry
- State Commercial Banks
- SEC CIK
- 0000102212
In the last 90 days, Univest Financial Corp insiders filed 0 open-market purchases and 2 sales; 222 institutions reported holding it in 13F filings for Q2 2026, worth $1.01B in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Univest Financial Corp as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 222
- +15 vs. Q1 2026
- Shares held
- 23.1M
- +799.2K (+3.6%) vs. Q1 2026
- Total value
- $1.01B
- +$246.5M (+32.2%) vs. Q1 2026
- New holders
- 31
- 83 more added
- Sold out
- 16
- 56 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting UVSP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 222 | $1.01B |
| Q1 2026 | 209 | $766.0M |
| Q4 2025 | 198 | $722.6M |
| Q3 2025 | 186 | $671.8M |
| Q2 2025 | 183 | $678.1M |
| Q1 2025 | 179 | $645.8M |
| Q4 2024 | 174 | $667.8M |
| Q3 2024 | 157 | $629.6M |
| Q2 2024 | 140 | $496.8M |
| Q1 2024 | 139 | $468.9M |
| Q4 2023 | 142 | $494.3M |
| Q3 2023 | 135 | $375.8M |
| Q2 2023 | 139 | $391.3M |
| Q1 2023 | 141 | $575.2M |
| Q4 2022 | 137 | $561.7M |
| Q3 2022 | 142 | $496.4M |
| Q2 2022 | 138 | $542.1M |
| Q1 2022 | 148 | $574.7M |
| Q4 2021 | 143 | $639.6M |
| Q3 2021 | 138 | $577.4M |
| Q2 2021 | 138 | $550.0M |
| Q1 2021 | 138 | $600.2M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Univest Financial Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,417,251 | $149.5M | 0.00% | +306,159+9.8% | Added |
| Dimensional Fund Advisors LP | 1,896,670 | $83.0M | 0.02% | +10,435+0.6% | Added |
| FMR LLC | 1,570,525 | $68.7M | 0.00% | −331,799−17.4% | Reduced |
| Vanguard Capital Management LLC | 1,187,660 | $52.0M | 0.00% | −29,683−2.4% | Reduced |
| State Street Corp | 991,985 | $43.4M | 0.00% | +58,299+6.2% | Added |
| American Century Companies Inc | 846,282 | $37.0M | 0.02% | +88,280+11.6% | Added |
| Pzena Investment Management LLC | 834,628 | $36.5M | 0.11% | −7,797−0.9% | Reduced |
| Geode Capital Management, LLC | 823,655 | $36.0M | 0.00% | +32,711+4.1% | Added |
| Manufacturers Life Insurance Company, The | 764,026 | $33.4M | 0.03% | −331,529−30.3% | Reduced |
| Assenagon Asset Management S.A. | 716,366 | $31.3M | 0.02% | +458,963+178.3% | Added |
| Renaissance Technologies LLC | 515,789 | $22.6M | 0.03% | −67,945−11.6% | Reduced |
| Univest Financial Corp | 503,433 | $22.0M | 1.08% | +1,682+0.3% | Added |
| AQR Capital Management LLC | 435,006 | $19.0M | 0.01% | +84,068+24.0% | Added |
| Two Sigma Investments, LP | 424,252 | $18.6M | 0.01% | +104,449+32.7% | Added |
| Arrowstreet Capital, Limited Partnership | 351,281 | $15.4M | 0.01% | +4,388+1.3% | Added |
| Leeward Investments, LLC - MA | 321,438 | $14.1M | 0.64% | −7,026−2.1% | Reduced |
| Vanguard Portfolio Management LLC | 317,908 | $13.9M | 0.00% | +39,417+14.2% | Added |
| Northern Trust Corp | 307,272 | $13.4M | 0.00% | +10,454+3.5% | Added |
| SEI Investments Co | 290,405 | $12.7M | 0.01% | +18,633+6.9% | Added |
| Goldman Sachs Group Inc | 281,615 | $12.3M | 0.00% | −77,095−21.5% | Reduced |
| Nuveen, LLC | 272,915 | $11.9M | 0.00% | +121,433+80.2% | Added |
| Hotchkis & Wiley Capital Management LLC | 267,169 | $11.7M | 0.03% | −33,570−11.2% | Reduced |
| Morgan Stanley | 250,739 | $11.0M | 0.00% | −1,370−0.5% | Reduced |
| Bridgeway Capital Management, LLC | 239,352 | $10.5M | 0.18% | +8,451+3.7% | Added |
| Charles Schwab Investment Management Inc | 236,309 | $10.3M | 0.00% | +2,615+1.1% | Added |
| Bank of America Corp | 206,866 | $9.05M | 0.00% | −18,987−8.4% | Reduced |
| Neuberger Berman Group LLC | 187,196 | $8.19M | 0.01% | −11,401−5.7% | Reduced |
| Vanguard Fiduciary Trust Co | 183,258 | $8.02M | 0.00% | +743+0.4% | Added |
| Acadian Asset Management LLC | 157,339 | $6.87M | 0.01% | +155,786+10,031.3% | Added |
| Millennium Management LLC | 145,915 | $6.38M | 0.00% | −40,771−21.8% | Reduced |
| SG Americas Securities, LLC | 141,028 | $6.17M | 0.00% | +41,873+42.2% | Added |
| Bank of New York Mellon Corp | 140,196 | $6.13M | 0.00% | +4,378+3.2% | Added |
| Empowered Funds, LLC | 139,215 | $6.09M | 0.03% | +8,451+6.5% | Added |
| Trexquant Investment LP | 136,540 | $5.97M | 0.04% | +41,234+43.3% | Added |
| Point72 Asset Management, L.P. | 131,806 | $5.77M | 0.01% | +66,013+100.3% | Added |
| Tudor Investment Corp Et Al | 128,460 | $5.62M | 0.02% | +11,540+9.9% | Added |
| Man Group plc | 124,683 | $5.45M | 0.01% | +15,978+14.7% | Added |
| Qube Research & Technologies Ltd | 114,449 | $5.01M | 0.01% | −90,525−44.2% | Reduced |
| Algert Global LLC | 96,361 | $4.22M | 0.05% | +37,347+63.3% | Added |
| UBS Group AG | 95,622 | $4.18M | 0.00% | +37,883+65.6% | Added |
| JPMorgan Chase & Co | 89,479 | $3.95M | 0.00% | −4,871−5.2% | Reduced |
| Raymond James Financial Inc | 86,968 | $3.80M | 0.00% | −6,296−6.8% | Reduced |
| Creative Planning | 85,822 | $3.75M | 0.00% | +9,272+12.1% | Added |
| Ameriprise Financial Inc | 82,550 | $3.61M | 0.00% | +36,367+78.7% | Added |
| BNP Paribas Arbitrage, SA | 81,640 | $3.57M | 0.00% | +25,313+44.9% | Added |
| Martingale Asset Management L P | 80,878 | $3.54M | 0.08% | −12,122−13.0% | Reduced |
| Prudential Financial Inc | 70,051 | $3.06M | 0.00% | −2,920−4.0% | Reduced |
| State of New Jersey Common Pension Fund D | 69,434 | $3.04M | 0.01% | −18,753−21.3% | Reduced |
| UBS Asset Management Americas Inc | 67,622 | $2.96M | 0.00% | −889−1.3% | Reduced |
| Franklin Resources Inc | 65,780 | $2.88M | 0.00% | +4,734+7.8% | Added |
| Campbell & CO Investment Adviser LLC | 65,309 | $2.86M | 0.15% | +17,226+35.8% | Added |
| Integrated Quantitative Investments LLC | 64,630 | $2.83M | 0.46% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 59,734 | $2.61M | 0.00% | +10,665+21.7% | Added |
| Swiss National Bank | 56,878 | $2.49M | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 54,539 | $2.39M | 0.00% | +29,467+117.5% | Added |
| HSBC Holdings PLC | 52,472 | $2.32M | 0.00% | +29,138+124.9% | Added |
| Royce & Associates LP | 50,865 | $2.23M | 0.02% | −3,174−5.9% | Reduced |
| Barclays PLC | 49,424 | $2.16M | 0.00% | +2,139+4.5% | Added |
| Logan Capital Management Inc | 48,600 | $2.13M | 0.08% | +48,600 | New |
| Everhart Financial Group, Inc. | 47,881 | $2.09M | 0.13% | +229+0.5% | Added |
| Quantinno Capital Management LP | 39,915 | $1.75M | 0.00% | +8,845+28.5% | Added |
| Principal Financial Group Inc | 38,841 | $1.70M | 0.00% | +2,480+6.8% | Added |
| Smartleaf Asset Management LLC | 38,000 | $1.68M | 0.05% | 00.0% | Unchanged |
| Rhumbline Advisers | 37,762 | $1.65M | 0.00% | +2,017+5.6% | Added |
| Compass Ion Advisors, LLC | 37,255 | $1.63M | 0.14% | +30.0% | Added |
| Invesco Ltd. | 37,055 | $1.62M | 0.00% | +140+0.4% | Added |
| Jackson Creek Investment Advisors LLC | 35,657 | $1.58M | 0.52% | +35,657 | New |
| California State Teachers Retirement System | 32,762 | $1.43M | 0.00% | +6,132+23.0% | Added |
| Savant Capital, LLC | 34,781 | $1.34M | 0.00% | +15,790+83.1% | Added |
| Citigroup Inc | 30,243 | $1.32M | 0.00% | +10,167+50.6% | Added |
| Ieq Capital, LLC | 29,610 | $1.30M | 0.01% | +4,474+17.8% | Added |
| Deutsche Bank AG | 28,876 | $1.26M | 0.00% | +5,291+22.4% | Added |
| Alliancebernstein L.P. | 35,370 | $1.21M | 0.00% | +64+0.2% | Added |
| Magnetar Financial LLC | 26,691 | $1.17M | 0.01% | +26,691 | New |
| Teacher Retirement System of Texas | 26,532 | $1.16M | 0.00% | −427−1.6% | Reduced |
| Wells Fargo & Company | 25,522 | $1.12M | 0.00% | +13,188+106.9% | Added |
| Graves-Light Private Wealth Management, Inc. | 24,450 | $1.07M | 0.10% | 00.0% | Unchanged |
| Bernardo Wealth Planning LLC | 24,271 | $1.06M | 0.18% | +710+3.0% | Added |
| BLB&B Advisors, LLC | 23,392 | $1.02M | 0.04% | −525−2.2% | Reduced |
| Wedge Capital Management L L P | 22,875 | $1.00M | 0.02% | −3,797−14.2% | Reduced |
| Legal & General Group Plc | 22,034 | $964.0K | 0.00% | +3,570+19.3% | Added |
| IVC Wealth Advisors LLC | 21,937 | $959.7K | 0.37% | 00.0% | Unchanged |
| LPL Financial LLC | 21,878 | $957.1K | 0.00% | −5,028−18.7% | Reduced |
| Legato Capital Management LLC | 21,389 | $935.8K | 0.08% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 21,327 | $933.1K | 0.01% | +21,327 | New |
| Allianz Asset Management GmbH | 21,213 | $928.1K | 0.00% | 00.0% | Unchanged |
| Gabelli Funds LLC | 21,000 | $918.8K | 0.01% | +1,403+7.2% | Added |
| LSV Asset Management | 20,795 | $910.0K | 0.00% | +6,695+47.5% | Added |
| STRS Ohio | 19,800 | $866.3K | 0.00% | −800−3.9% | Reduced |
| Gsa Capital Partners LLP | 19,275 | $843.0K | 0.05% | +19,275 | New |
| Mariner, LLC | 19,179 | $839.1K | 0.00% | +4,985+35.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 18,944 | $828.8K | 0.00% | −24,698−56.6% | Reduced |
| Victory Capital Management Inc | 18,925 | $828.0K | 0.00% | −675−3.4% | Reduced |
| Armis Advisers, LLC | 18,665 | $825.2K | 0.08% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 18,823 | $817.8K | 0.00% | +3,373+21.8% | Added |
| Vanguard Asset Management, Ltd | 18,491 | $809.0K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 18,400 | $805.0K | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 17,330 | $758.2K | 0.00% | −1,423−7.6% | Reduced |
| KLP Kapitalforvaltning AS | 17,300 | $756.9K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 16,580 | $725.4K | 0.00% | +875+5.6% | Added |