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 |
|---|---|---|---|---|---|
| First Trust Advisors LP | 54,535 | $1.49M | 0.00% | +39,300+258.0% | Added |
| Stifel Financial Corp | 58,639 | $1.61M | 0.00% | −87−0.1% | Reduced |
| Victory Capital Management Inc | 62,173 | $1.70M | 0.00% | −3,812−5.8% | Reduced |
| Swiss National Bank | 64,578 | $1.77M | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 65,045 | $1.78M | 0.00% | +999+1.6% | Added |
| Los Angeles Capital Management LLC | 65,377 | $1.79M | 0.01% | −4,480−6.4% | Reduced |
| JPMorgan Chase & Co | 70,251 | $1.92M | 0.00% | −22,115−23.9% | Reduced |
| Ategra Capital Management, LLC | 75,716 | $2.07M | 1.04% | 00.0% | Unchanged |
| Monarch Partners Asset Management LLC | 113,713 | $3.12M | 0.45% | +11,000+10.7% | Added |
| State of New Jersey Common Pension Fund D | 126,627 | $3.47M | 0.01% | +47,776+60.6% | Added |
| Prospector Partners LLC | 128,500 | $3.52M | 0.45% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 138,479 | $3.79M | 0.07% | +21,500+18.4% | Added |
| Putnam Investments LLC | 146,620 | $4.02M | 0.01% | −5,780−3.8% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 161,110 | $4.41M | 0.01% | −510−0.3% | Reduced |
| State of Wisconsin Investment Board | 168,900 | $4.63M | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 169,834 | $4.65M | 0.00% | +6,361+3.9% | Added |
| Nuveen Asset Management, LLC | 204,477 | $5.42M | 0.00% | +3,083+1.5% | Added |
| Bank of New York Mellon Corp | 199,456 | $5.46M | 0.00% | +14,979+8.1% | Added |
| Goldman Sachs Group Inc | 200,804 | $5.50M | 0.00% | −19,816−9.0% | Reduced |
| Charles Schwab Investment Management Inc | 204,599 | $5.60M | 0.00% | +1,618+0.8% | Added |
| Bank of Montreal | 231,376 | $6.45M | 0.00% | −9,396−3.9% | Reduced |
| Neuberger Berman Group LLC | 235,686 | $6.46M | 0.01% | −497−0.2% | Reduced |
| Parametric Portfolio Associates LLC | 251,879 | $6.90M | 0.00% | +5,579+2.3% | Added |
| Wells Fargo & Company | 305,400 | $8.37M | 0.00% | +27,188+9.8% | Added |
| Northern Trust Corp | 379,706 | $10.4M | 0.00% | −11,223−2.9% | Reduced |
| FJ Capital Management LLC | 531,000 | $14.5M | 1.26% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 532,769 | $14.6M | 0.00% | +6,804+1.3% | Added |
| Univest Financial Corp | 543,057 | $14.9M | 4.15% | −39,486−6.8% | Reduced |
| Endeavour Capital Advisors Inc | 581,977 | $15.9M | 2.30% | −80,962−12.2% | Reduced |
| Royal Bank of Canada | 636,005 | $17.4M | 0.00% | −26,120−3.9% | Reduced |
| State Street Corp | 796,044 | $21.8M | 0.00% | −65,225−7.6% | Reduced |
| Renaissance Technologies LLC | 860,189 | $23.6M | 0.03% | −33,880−3.8% | Reduced |
| Manufacturers Life Insurance Company, The | 1,284,106 | $35.2M | 0.03% | +508,810+65.6% | Added |
| Vanguard Group Inc | 1,378,500 | $37.8M | 0.00% | −87,382−6.0% | Reduced |
| Pzena Investment Management LLC | 1,710,469 | $46.9M | 0.19% | −5,138−0.3% | Reduced |
| FMR LLC | 1,795,329 | $49.2M | 0.00% | +57,483+3.3% | Added |
| Dimensional Fund Advisors LP | 2,046,533 | $56.1M | 0.02% | −2,098−0.1% | Reduced |
| BlackRock Inc. | 2,906,597 | $79.6M | 0.00% | +13,644+0.5% | Added |
| Banc Funds Co LLC | 0 | $0 | 0.00% | −66,952−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −20,503−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −18,337−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −17,591−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −15,016−100.0% | Sold out |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −14,318−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −10,615−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −10,211−100.0% | Sold out |
| Trust Co of Vermont | 0 | $0 | 0.00% | −7,004−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −4,826−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Enterprise Financial Services Corp | 0 | $0 | 0.00% | −67−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |