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, Q2 2021
Institutional positions in Univest Financial Corp as of Jun 30, 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
- 0 vs. Q1 2021
- Shares held
- 20.8M
- −125.4K (−0.6%) vs. Q1 2021
- Total value
- $550.0M
- −$49.4M (−8.2%) vs. Q1 2021
- New holders
- 13
- 50 more added
- Sold out
- 13
- 45 more reduced
Compare with Q1 2021: 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 | $995.9M |
| Q1 2026 | 209 | $766.0M |
| Q4 2025 | 198 | $722.1M |
| Q3 2025 | 186 | $667.6M |
| Q2 2025 | 183 | $678.0M |
| Q1 2025 | 179 | $645.5M |
| Q4 2024 | 174 | $667.8M |
| Q3 2024 | 157 | $626.7M |
| Q2 2024 | 140 | $495.4M |
| Q1 2024 | 139 | $456.0M |
| Q4 2023 | 142 | $486.9M |
| Q3 2023 | 135 | $375.8M |
| Q2 2023 | 139 | $391.3M |
| Q1 2023 | 141 | $516.5M |
| Q4 2022 | 137 | $561.7M |
| Q3 2022 | 142 | $496.4M |
| Q2 2022 | 138 | $542.1M |
| Q1 2022 | 148 | $574.7M |
| Q4 2021 | 143 | $637.1M |
| Q3 2021 | 138 | $577.4M |
| Q2 2021 | 138 | $550.0M |
| Q1 2021 | 138 | $599.4M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Univest Financial Corp; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 2,892,953 | $76.3M | 0.00% | −74,684−2.5% | Reduced |
| Dimensional Fund Advisors LP | 2,048,631 | $54.0M | 0.02% | −20,028−1.0% | Reduced |
| FMR LLC | 1,737,846 | $45.8M | 0.00% | +73,901+4.4% | Added |
| Pzena Investment Management LLC | 1,715,607 | $45.2M | 0.18% | −206,589−10.7% | Reduced |
| Vanguard Group Inc | 1,465,882 | $38.7M | 0.00% | −4,831−0.3% | Reduced |
| Renaissance Technologies LLC | 894,069 | $23.6M | 0.03% | −62,820−6.6% | Reduced |
| State Street Corp | 861,269 | $22.7M | 0.00% | +79,766+10.2% | Added |
| Manufacturers Life Insurance Company, The | 775,296 | $20.4M | 0.02% | +32,324+4.4% | Added |
| Endeavour Capital Advisors Inc | 662,939 | $17.5M | 2.23% | −12,317−1.8% | Reduced |
| Royal Bank of Canada | 662,125 | $17.5M | 0.00% | −32,006−4.6% | Reduced |
| Univest Financial Corp | 582,543 | $15.4M | 4.22% | −13,698−2.3% | Reduced |
| FJ Capital Management LLC | 531,000 | $14.0M | 1.17% | −14,700−2.7% | Reduced |
| Geode Capital Management, LLC | 525,965 | $13.9M | 0.00% | +7,423+1.4% | Added |
| Northern Trust Corp | 390,929 | $10.3M | 0.00% | −10,705−2.7% | Reduced |
| Wells Fargo & Company | 278,212 | $7.34M | 0.00% | +4,920+1.8% | Added |
| Bank of Montreal | 240,772 | $6.67M | 0.00% | +57,305+31.2% | Added |
| Parametric Portfolio Associates LLC | 246,300 | $6.50M | 0.00% | +24,783+11.2% | Added |
| Neuberger Berman Group LLC | 236,183 | $6.23M | 0.01% | +911+0.4% | Added |
| Goldman Sachs Group Inc | 220,620 | $5.82M | 0.00% | +11,778+5.6% | Added |
| Charles Schwab Investment Management Inc | 202,981 | $5.35M | 0.00% | +4,362+2.2% | Added |
| Nuveen Asset Management, LLC | 201,394 | $5.31M | 0.00% | −11,646−5.5% | Reduced |
| Bank of New York Mellon Corp | 184,477 | $4.87M | 0.00% | −9,325−4.8% | Reduced |
| State of Wisconsin Investment Board | 168,900 | $4.45M | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 163,473 | $4.31M | 0.00% | −30,683−15.8% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 161,620 | $4.26M | 0.01% | +11,800+7.9% | Added |
| Putnam Investments LLC | 152,400 | $4.02M | 0.01% | −4,400−2.8% | Reduced |
| Prospector Partners LLC | 128,500 | $3.39M | 0.43% | +1,450+1.1% | Added |
| Bridgeway Capital Management, LLC | 116,979 | $3.08M | 0.06% | 00.0% | Unchanged |
| Monarch Partners Asset Management LLC | 102,713 | $2.71M | 0.39% | +33,853+49.2% | Added |
| JPMorgan Chase & Co | 92,366 | $2.44M | 0.00% | −34,143−27.0% | Reduced |
| State of New Jersey Common Pension Fund D | 78,851 | $2.08M | 0.01% | +78,851 | New |
| Ategra Capital Management, LLC | 75,716 | $2.00M | 1.02% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 69,857 | $1.84M | 0.01% | −10,950−13.6% | Reduced |
| Banc Funds Co LLC | 66,952 | $1.77M | 0.13% | 00.0% | Unchanged |
| Victory Capital Management Inc | 65,985 | $1.74M | 0.00% | −1,503−2.2% | Reduced |
| Swiss National Bank | 64,578 | $1.70M | 0.00% | −2,300−3.4% | Reduced |
| AQR Capital Management LLC | 64,046 | $1.69M | 0.00% | +5,491+9.4% | Added |
| Stifel Financial Corp | 58,726 | $1.55M | 0.00% | −360−0.6% | Reduced |
| Martingale Asset Management L P | 53,870 | $1.42M | 0.02% | +18,232+51.2% | Added |
| Compass Ion Advisors, LLC | 51,566 | $1.36M | 0.53% | +163+0.3% | Added |
| Logan Capital Management Inc | 50,427 | $1.33M | 0.06% | 00.0% | Unchanged |
| Barclays PLC | 49,226 | $1.30M | 0.00% | −8,390−14.6% | Reduced |
| Citadel Advisors LLC | 47,336 | $1.25M | 0.00% | +9,123+23.9% | Added |
| IVC Wealth Advisors LLC | 45,542 | $1.20M | 0.84% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 44,454 | $1.17M | 0.00% | −5,882−11.7% | Reduced |
| Invesco Ltd. | 44,193 | $1.17M | 0.00% | +4,908+12.5% | Added |
| Rhumbline Advisers | 43,264 | $1.14M | 0.00% | −4,919−10.2% | Reduced |
| LSV Asset Management | 42,800 | $1.13M | 0.00% | −2,000−4.5% | Reduced |
| Cornercap Investment Counsel Inc | 41,776 | $1.10M | 0.12% | +41,776 | New |
| First Manhattan Co | 40,225 | $1.06M | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 39,967 | $1.05M | 0.00% | −3,435−7.9% | Reduced |
| BLB&B Advisors, LLC | 39,961 | $1.05M | 0.08% | +2,912+7.9% | Added |
| Ameriprise Financial Inc | 39,005 | $1.03M | 0.00% | −2,176−5.3% | Reduced |
| UBS Asset Management Americas Inc | 35,552 | $937.5K | 0.00% | +4,678+15.2% | Added |
| Prudential Financial Inc | 34,302 | $905.0K | 0.00% | +171+0.5% | Added |
| Morgan Stanley | 33,206 | $876.0K | 0.00% | +24,243+270.5% | Added |
| Girard Partners Ltd. | 33,211 | $875.0K | 0.11% | +2,645+8.7% | Added |
| STRS Ohio | 32,800 | $864.0K | 0.00% | +3,000+10.1% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 32,129 | $847.0K | 0.00% | +5,300+19.8% | Added |
| American Century Companies Inc | 28,517 | $752.0K | 0.00% | +28,517 | New |
| Keybank National Association | 27,056 | $713.0K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 26,204 | $691.0K | 0.00% | +235+0.9% | Added |
| Thrivent Financial for Lutherans | 24,407 | $644.0K | 0.00% | +13,741+128.8% | Added |
| Pacific Ridge Capital Partners, LLC | 24,080 | $635.0K | 0.11% | −390−1.6% | Reduced |
| Truist Financial Corp | 23,410 | $617.0K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 19,885 | $557.0K | 0.00% | +4,595+30.1% | Added |
| Millennium Management LLC | 20,503 | $541.0K | 0.00% | +20,503 | New |
| Price T Rowe Associates Inc | 20,273 | $535.0K | 0.00% | +622+3.2% | Added |
| Credit Suisse AG | 19,249 | $508.0K | 0.00% | −6,655−25.7% | Reduced |
| Two Sigma Advisers, LP | 19,280 | $508.0K | 0.00% | −5,000−20.6% | Reduced |
| Shell Asset Management Co | 18,839 | $497.0K | 0.01% | +1,020+5.7% | Added |
| Tudor Investment Corp Et Al | 18,337 | $484.0K | 0.01% | +18,337 | New |
| Insight Advisors, LLC | 18,000 | $481.0K | 0.15% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 18,255 | $481.0K | 0.00% | +18,255 | New |
| Arrowstreet Capital, Limited Partnership | 17,591 | $464.0K | 0.00% | −100,749−85.1% | Reduced |
| Deutsche Bank AG | 17,279 | $456.0K | 0.00% | −1,167−6.3% | Reduced |
| American International Group, Inc. | 16,208 | $427.0K | 0.00% | −567−3.4% | Reduced |
| State Board of Administration of Florida Retirement System | 15,808 | $417.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 15,736 | $415.0K | 0.00% | +1,389+9.7% | Added |
| Rafferty Asset Management, LLC | 15,714 | $414.0K | 0.00% | +2,453+18.5% | Added |
| Citigroup Inc | 15,639 | $412.0K | 0.00% | +1,799+13.0% | Added |
| First Trust Advisors LP | 15,235 | $402.0K | 0.00% | +969+6.8% | Added |
| ExodusPoint Capital Management, LP | 15,016 | $396.0K | 0.01% | +15,016 | New |
| First Hawaiian Bank | 14,644 | $386.0K | 0.02% | 00.0% | Unchanged |
| California Public Employees Retirement System | 14,318 | $378.0K | 0.00% | −44,282−75.6% | Reduced |
| IndexIQ Advisors LLC | 14,151 | $373.0K | 0.01% | +249+1.8% | Added |
| Virginia Retirement Systems Et Al | 14,100 | $372.0K | 0.00% | −1,000−6.6% | Reduced |
| Alliancebernstein L.P. | 14,032 | $370.0K | 0.00% | −2,500−15.1% | Reduced |
| Voya Investment Management LLC | 12,499 | $330.0K | 0.00% | −1,568−11.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 12,370 | $326.0K | 0.00% | +4,989+67.6% | Added |
| MetLife Investment Management | 12,133 | $319.9K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 11,812 | $311.0K | 0.04% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 11,427 | $301.0K | 0.13% | +11,427 | New |
| Commonwealth Equity Services, LLC | 10,741 | $283.0K | 0.00% | +10.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 10,688 | $282.0K | 0.00% | −322−2.9% | Reduced |
| Susquehanna Fundamental Investments, LLC | 10,615 | $280.0K | 0.01% | −4,096−27.8% | Reduced |
| Bernardo Wealth Planning LLC | 10,632 | $280.0K | 0.17% | +10.0% | Added |
| Cary Street Partner Investment Advisory LLC | 10,238 | $270.0K | 0.09% | +9,183+870.4% | Added |
| Squarepoint Ops LLC | 10,211 | $269.0K | 0.00% | +10,211 | New |
| Public Employees Retirement Association of Colorado | 9,600 | $253.0K | 0.00% | 00.0% | Unchanged |