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 |
|---|---|---|---|---|---|
| Stifel Financial Corp | 58,726 | $1.55M | 0.00% | −360−0.6% | Reduced |
| AQR Capital Management LLC | 64,046 | $1.69M | 0.00% | +5,491+9.4% | Added |
| Swiss National Bank | 64,578 | $1.70M | 0.00% | −2,300−3.4% | Reduced |
| Victory Capital Management Inc | 65,985 | $1.74M | 0.00% | −1,503−2.2% | Reduced |
| Banc Funds Co LLC | 66,952 | $1.77M | 0.13% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 69,857 | $1.84M | 0.01% | −10,950−13.6% | Reduced |
| Ategra Capital Management, LLC | 75,716 | $2.00M | 1.02% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 78,851 | $2.08M | 0.01% | +78,851 | New |
| JPMorgan Chase & Co | 92,366 | $2.44M | 0.00% | −34,143−27.0% | Reduced |
| Monarch Partners Asset Management LLC | 102,713 | $2.71M | 0.39% | +33,853+49.2% | Added |
| Bridgeway Capital Management, LLC | 116,979 | $3.08M | 0.06% | 00.0% | Unchanged |
| Prospector Partners LLC | 128,500 | $3.39M | 0.43% | +1,450+1.1% | Added |
| Putnam Investments LLC | 152,400 | $4.02M | 0.01% | −4,400−2.8% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 161,620 | $4.26M | 0.01% | +11,800+7.9% | Added |
| Bank of America Corp | 163,473 | $4.31M | 0.00% | −30,683−15.8% | Reduced |
| State of Wisconsin Investment Board | 168,900 | $4.45M | 0.01% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 184,477 | $4.87M | 0.00% | −9,325−4.8% | Reduced |
| Nuveen Asset Management, LLC | 201,394 | $5.31M | 0.00% | −11,646−5.5% | Reduced |
| Charles Schwab Investment Management Inc | 202,981 | $5.35M | 0.00% | +4,362+2.2% | Added |
| Goldman Sachs Group Inc | 220,620 | $5.82M | 0.00% | +11,778+5.6% | Added |
| Neuberger Berman Group LLC | 236,183 | $6.23M | 0.01% | +911+0.4% | Added |
| Parametric Portfolio Associates LLC | 246,300 | $6.50M | 0.00% | +24,783+11.2% | Added |
| Bank of Montreal | 240,772 | $6.67M | 0.00% | +57,305+31.2% | Added |
| Wells Fargo & Company | 278,212 | $7.34M | 0.00% | +4,920+1.8% | Added |
| Northern Trust Corp | 390,929 | $10.3M | 0.00% | −10,705−2.7% | Reduced |
| Geode Capital Management, LLC | 525,965 | $13.9M | 0.00% | +7,423+1.4% | Added |
| FJ Capital Management LLC | 531,000 | $14.0M | 1.17% | −14,700−2.7% | Reduced |
| Univest Financial Corp | 582,543 | $15.4M | 4.22% | −13,698−2.3% | Reduced |
| Royal Bank of Canada | 662,125 | $17.5M | 0.00% | −32,006−4.6% | Reduced |
| Endeavour Capital Advisors Inc | 662,939 | $17.5M | 2.23% | −12,317−1.8% | Reduced |
| Manufacturers Life Insurance Company, The | 775,296 | $20.4M | 0.02% | +32,324+4.4% | Added |
| State Street Corp | 861,269 | $22.7M | 0.00% | +79,766+10.2% | Added |
| Renaissance Technologies LLC | 894,069 | $23.6M | 0.03% | −62,820−6.6% | Reduced |
| Vanguard Group Inc | 1,465,882 | $38.7M | 0.00% | −4,831−0.3% | Reduced |
| Pzena Investment Management LLC | 1,715,607 | $45.2M | 0.18% | −206,589−10.7% | Reduced |
| FMR LLC | 1,737,846 | $45.8M | 0.00% | +73,901+4.4% | Added |
| Dimensional Fund Advisors LP | 2,048,631 | $54.0M | 0.02% | −20,028−1.0% | Reduced |
| BlackRock Inc. | 2,892,953 | $76.3M | 0.00% | −74,684−2.5% | Reduced |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −21,537−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −13,252−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Cary Street Partners Asset Management LLC | 0 | $0 | 0.00% | −10,833−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −7,841−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −7,709−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −6,140−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −4,884−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −203−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −166−100.0% | Sold out |
| Eaton Vance Management | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Ameritas Investment Company, LLC | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −55−100.0% | Sold out |