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, Q3 2021
Institutional positions in Univest Financial Corp as of Sep 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. Q2 2021
- Shares held
- 21.1M
- +237.4K (+1.1%) vs. Q2 2021
- Total value
- $577.4M
- +$27.4M (+5.0%) vs. Q2 2021
- New holders
- 13
- 45 more added
- Sold out
- 13
- 45 more reduced
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Univest Financial Corp; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 2,906,597 | $79.6M | 0.00% | +13,644+0.5% | Added |
| Dimensional Fund Advisors LP | 2,046,533 | $56.1M | 0.02% | −2,098−0.1% | Reduced |
| FMR LLC | 1,795,329 | $49.2M | 0.00% | +57,483+3.3% | Added |
| Pzena Investment Management LLC | 1,710,469 | $46.9M | 0.19% | −5,138−0.3% | Reduced |
| Vanguard Group Inc | 1,378,500 | $37.8M | 0.00% | −87,382−6.0% | Reduced |
| Manufacturers Life Insurance Company, The | 1,284,106 | $35.2M | 0.03% | +508,810+65.6% | Added |
| Renaissance Technologies LLC | 860,189 | $23.6M | 0.03% | −33,880−3.8% | Reduced |
| State Street Corp | 796,044 | $21.8M | 0.00% | −65,225−7.6% | Reduced |
| Royal Bank of Canada | 636,005 | $17.4M | 0.00% | −26,120−3.9% | Reduced |
| Endeavour Capital Advisors Inc | 581,977 | $15.9M | 2.30% | −80,962−12.2% | Reduced |
| Univest Financial Corp | 543,057 | $14.9M | 4.15% | −39,486−6.8% | Reduced |
| Geode Capital Management, LLC | 532,769 | $14.6M | 0.00% | +6,804+1.3% | Added |
| FJ Capital Management LLC | 531,000 | $14.5M | 1.26% | 00.0% | Unchanged |
| Northern Trust Corp | 379,706 | $10.4M | 0.00% | −11,223−2.9% | Reduced |
| Wells Fargo & Company | 305,400 | $8.37M | 0.00% | +27,188+9.8% | Added |
| Parametric Portfolio Associates LLC | 251,879 | $6.90M | 0.00% | +5,579+2.3% | Added |
| Neuberger Berman Group LLC | 235,686 | $6.46M | 0.01% | −497−0.2% | Reduced |
| Bank of Montreal | 231,376 | $6.45M | 0.00% | −9,396−3.9% | Reduced |
| Charles Schwab Investment Management Inc | 204,599 | $5.60M | 0.00% | +1,618+0.8% | Added |
| Goldman Sachs Group Inc | 200,804 | $5.50M | 0.00% | −19,816−9.0% | Reduced |
| Bank of New York Mellon Corp | 199,456 | $5.46M | 0.00% | +14,979+8.1% | Added |
| Nuveen Asset Management, LLC | 204,477 | $5.42M | 0.00% | +3,083+1.5% | Added |
| Bank of America Corp | 169,834 | $4.65M | 0.00% | +6,361+3.9% | Added |
| State of Wisconsin Investment Board | 168,900 | $4.63M | 0.01% | 00.0% | Unchanged |
| Hotchkis & Wiley Capital Management LLC | 161,110 | $4.41M | 0.01% | −510−0.3% | Reduced |
| Putnam Investments LLC | 146,620 | $4.02M | 0.01% | −5,780−3.8% | Reduced |
| Bridgeway Capital Management, LLC | 138,479 | $3.79M | 0.07% | +21,500+18.4% | Added |
| Prospector Partners LLC | 128,500 | $3.52M | 0.45% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 126,627 | $3.47M | 0.01% | +47,776+60.6% | Added |
| Monarch Partners Asset Management LLC | 113,713 | $3.12M | 0.45% | +11,000+10.7% | Added |
| Ategra Capital Management, LLC | 75,716 | $2.07M | 1.04% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 70,251 | $1.92M | 0.00% | −22,115−23.9% | Reduced |
| Los Angeles Capital Management LLC | 65,377 | $1.79M | 0.01% | −4,480−6.4% | Reduced |
| AQR Capital Management LLC | 65,045 | $1.78M | 0.00% | +999+1.6% | Added |
| Swiss National Bank | 64,578 | $1.77M | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 62,173 | $1.70M | 0.00% | −3,812−5.8% | Reduced |
| Stifel Financial Corp | 58,639 | $1.61M | 0.00% | −87−0.1% | Reduced |
| First Trust Advisors LP | 54,535 | $1.49M | 0.00% | +39,300+258.0% | Added |
| Barclays PLC | 53,584 | $1.47M | 0.00% | +4,358+8.9% | Added |
| Compass Ion Advisors, LLC | 51,575 | $1.41M | 0.51% | +90.0% | Added |
| Logan Capital Management Inc | 50,427 | $1.38M | 0.06% | 00.0% | Unchanged |
| Invesco Ltd. | 47,971 | $1.31M | 0.00% | +3,778+8.5% | Added |
| IVC Wealth Advisors LLC | 44,612 | $1.22M | 0.84% | −930−2.0% | Reduced |
| Martingale Asset Management L P | 44,551 | $1.22M | 0.02% | −9,319−17.3% | Reduced |
| Rhumbline Advisers | 44,214 | $1.21M | 0.00% | +950+2.2% | Added |
| Morgan Stanley | 43,584 | $1.19M | 0.00% | +10,378+31.3% | Added |
| Ameriprise Financial Inc | 42,841 | $1.17M | 0.00% | +3,836+9.8% | Added |
| LSV Asset Management | 42,800 | $1.17M | 0.00% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 42,366 | $1.16M | 0.13% | +590+1.4% | Added |
| First Manhattan Co | 40,225 | $1.10M | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 39,829 | $1.09M | 0.00% | −138−0.3% | Reduced |
| D. E. Shaw & Co., Inc. | 38,178 | $1.05M | 0.00% | −6,276−14.1% | Reduced |
| Truist Financial Corp | 37,560 | $1.03M | 0.00% | +14,150+60.4% | Added |
| BLB&B Advisors, LLC | 36,899 | $1.01M | 0.07% | −3,062−7.7% | Reduced |
| UBS Asset Management Americas Inc | 35,552 | $973.8K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 33,407 | $915.0K | 0.00% | −895−2.6% | Reduced |
| STRS Ohio | 32,800 | $898.0K | 0.00% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 32,129 | $880.0K | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 31,671 | $867.0K | 0.00% | +3,154+11.1% | Added |
| Two Sigma Advisers, LP | 29,580 | $810.0K | 0.00% | +10,300+53.4% | Added |
| Girard Partners Ltd. | 28,486 | $780.0K | 0.10% | −4,725−14.2% | Reduced |
| Two Sigma Investments, LP | 27,394 | $750.0K | 0.00% | +9,139+50.1% | Added |
| Keybank National Association | 27,056 | $741.0K | 0.00% | 00.0% | Unchanged |
| Pacific Ridge Capital Partners, LLC | 25,040 | $686.0K | 0.13% | +960+4.0% | Added |
| SEI Investments Co | 22,990 | $661.0K | 0.00% | +3,105+15.6% | Added |
| Credit Suisse AG | 21,950 | $601.0K | 0.00% | +2,701+14.0% | Added |
| New York State Common Retirement Fund | 20,700 | $567.0K | 0.00% | −5,504−21.0% | Reduced |
| Algert Global LLC | 20,638 | $565.0K | 0.08% | +12,798+163.2% | Added |
| Insight Advisors, LLC | 18,000 | $536.0K | 0.16% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 19,166 | $525.0K | 0.00% | −1,107−5.5% | Reduced |
| SG Americas Securities, LLC | 18,680 | $512.0K | 0.00% | +18,680 | New |
| Campbell & CO Investment Adviser LLC | 18,527 | $507.0K | 0.17% | +7,100+62.1% | Added |
| Shell Asset Management Co | 18,059 | $495.0K | 0.01% | −780−4.1% | Reduced |
| Deutsche Bank AG | 16,676 | $457.0K | 0.00% | −603−3.5% | Reduced |
| American International Group, Inc. | 15,832 | $434.0K | 0.00% | −376−2.3% | Reduced |
| State Board of Administration of Florida Retirement System | 15,808 | $433.0K | 0.00% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 15,726 | $431.0K | 0.01% | +1,575+11.1% | Added |
| First Hawaiian Bank | 14,644 | $401.0K | 0.02% | 00.0% | Unchanged |
| Alps Advisors Inc | 13,974 | $383.0K | 0.00% | +13,974 | New |
| Virginia Retirement Systems Et Al | 13,800 | $378.0K | 0.00% | −300−2.1% | Reduced |
| HRT Financial LP | 13,273 | $363.0K | 0.00% | +13,273 | New |
| Alliancebernstein L.P. | 13,094 | $359.0K | 0.00% | −938−6.7% | Reduced |
| Citadel Advisors LLC | 13,046 | $357.0K | 0.00% | −34,290−72.4% | Reduced |
| Legal & General Group Plc | 12,957 | $355.0K | 0.00% | +5,569+75.4% | Added |
| Voya Investment Management LLC | 12,499 | $342.0K | 0.00% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 12,400 | $340.0K | 0.02% | +12,400 | New |
| MetLife Investment Management | 12,133 | $332.3K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 11,812 | $324.0K | 0.04% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 11,751 | $322.0K | 0.00% | −12,656−51.9% | Reduced |
| Bernardo Wealth Planning LLC | 10,799 | $295.0K | 0.17% | +167+1.6% | Added |
| Commonwealth Equity Services, LLC | 10,742 | $294.0K | 0.00% | +10.0% | Added |
| Zebra Capital Management LLC | 10,738 | $294.0K | 0.36% | +10,738 | New |
| Cambridge Investment Research Advisors, Inc. | 10,688 | $293.0K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 10,238 | $280.0K | 0.09% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 9,600 | $263.0K | 0.00% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 9,273 | $254.0K | 0.00% | −6,441−41.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 8,773 | $240.0K | 0.00% | −3,597−29.1% | Reduced |
| Oppenheimer & Co Inc | 8,230 | $225.0K | 0.00% | −438−5.1% | Reduced |
| Winton Group Ltd | 8,129 | $223.0K | 0.01% | +20+0.2% | Added |
| Jacobs Levy Equity Management, Inc | 8,093 | $222.0K | 0.00% | +8,093 | New |