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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 $995.9M in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Univest Financial Corp as of Mar 31, 2021. 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
138
No complete 13F data for Q4 2020
Shares held
21.0M
No complete 13F data for Q4 2020
Total value
$599.4M
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 138 institutions
Q1 2021: 138 institutionsQ2 2021: 138 institutionsQ3 2021: 138 institutionsQ4 2021: 143 institutionsQ1 2022: 148 institutionsQ2 2022: 138 institutionsQ3 2022: 142 institutionsQ4 2022: 137 institutionsQ1 2023: 141 institutionsQ2 2023: 139 institutionsQ3 2023: 135 institutionsQ4 2023: 142 institutionsQ1 2024: 139 institutionsQ2 2024: 140 institutionsQ3 2024: 157 institutionsQ4 2024: 174 institutionsQ1 2025: 179 institutionsQ2 2025: 183 institutionsQ3 2025: 186 institutionsQ4 2025: 198 institutionsQ1 2026: 209 institutionsQ2 2026: 222 institutions
Value heldQ1 2021: $599.4M
Q1 2021: $599.4MQ2 2021: $550.0MQ3 2021: $577.4MQ4 2021: $637.1MQ1 2022: $574.7MQ2 2022: $542.1MQ3 2022: $496.4MQ4 2022: $561.7MQ1 2023: $516.5MQ2 2023: $391.3MQ3 2023: $375.8MQ4 2023: $486.9MQ1 2024: $456.0MQ2 2024: $495.4MQ3 2024: $626.7MQ4 2024: $667.8MQ1 2025: $645.5MQ2 2025: $678.0MQ3 2025: $667.6MQ4 2025: $722.1MQ1 2026: $766.0MQ2 2026: $995.9M
Institutions holding UVSP and their total value by quarter
QuarterHoldersValue
Q2 2026222$995.9M
Q1 2026209$766.0M
Q4 2025198$722.1M
Q3 2025186$667.6M
Q2 2025183$678.0M
Q1 2025179$645.5M
Q4 2024174$667.8M
Q3 2024157$626.7M
Q2 2024140$495.4M
Q1 2024139$456.0M
Q4 2023142$486.9M
Q3 2023135$375.8M
Q2 2023139$391.3M
Q1 2023141$516.5M
Q4 2022137$561.7M
Q3 2022142$496.4M
Q2 2022138$542.1M
Q1 2022148$574.7M
Q4 2021143$637.1M
Q3 2021138$577.4M
Q2 2021138$550.0M
Q1 2021138$599.4M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Univest Financial Corp.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding UVSP in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
California Public Employees Retirement System58,600$1.68M0.00%––
Stifel Financial Corp59,086$1.69M0.00%––
Swiss National Bank66,878$1.91M0.00%––
Banc Funds Co LLC66,952$1.91M0.15%––
Victory Capital Management Inc67,488$1.93M0.00%––
Monarch Partners Asset Management LLC68,860$1.97M0.30%––
Ategra Capital Management, LLC75,716$2.16M1.25%––
Los Angeles Capital Management LLC80,807$2.31M0.01%––
Bridgeway Capital Management, LLC116,979$3.34M0.06%––
Arrowstreet Capital, Limited Partnership118,340$3.38M0.00%––
JPMorgan Chase & Co126,509$3.62M0.00%––
Prospector Partners LLC127,050$3.63M0.47%––
Hotchkis & Wiley Capital Management LLC149,820$4.28M0.01%––
Putnam Investments LLC156,800$4.48M0.01%––
State of Wisconsin Investment Board168,900$4.83M0.01%––
Bank of Montreal183,467$5.15M0.00%––
Bank of New York Mellon Corp193,802$5.54M0.00%––
Bank of America Corp194,156$5.55M0.00%––
Charles Schwab Investment Management Inc198,619$5.68M0.00%––
Goldman Sachs Group Inc208,842$5.97M0.00%––
Nuveen Asset Management, LLC213,040$6.09M0.00%––
Parametric Portfolio Associates LLC221,517$6.33M0.00%––
Neuberger Berman Group LLC235,272$6.73M0.01%––
Wells Fargo & Company273,292$7.81M0.00%––
Northern Trust Corp401,634$11.5M0.00%––
Geode Capital Management, LLC518,542$14.8M0.00%––
FJ Capital Management LLC545,700$15.6M1.30%––
Univest Financial Corp596,241$17.0M4.80%––
Endeavour Capital Advisors Inc675,256$19.3M2.39%––
Royal Bank of Canada694,131$19.8M0.01%––
Manufacturers Life Insurance Company, The742,972$21.2M0.02%––
State Street Corp781,503$22.3M0.00%––
Renaissance Technologies LLC956,889$27.4M0.03%––
Vanguard Group Inc1,470,713$42.0M0.00%––
FMR LLC1,663,945$47.6M0.00%––
Pzena Investment Management LLC1,922,196$55.0M0.22%––
Dimensional Fund Advisors LP2,068,659$59.1M0.02%––
BlackRock Inc.2,967,637$84.8M0.00%––