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, Q4 2021
Institutional positions in Univest Financial Corp as of Dec 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
- 143
- +6 vs. Q3 2021
- Shares held
- 21.3M
- +226.8K (+1.1%) vs. Q3 2021
- Total value
- $637.1M
- +$59.8M (+10.4%) vs. Q3 2021
- New holders
- 14
- 51 more added
- Sold out
- 8
- 47 more reduced
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Univest Financial Corp; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 2,950,879 | $88.3M | 0.00% | +44,282+1.5% | Added |
| Dimensional Fund Advisors LP | 2,024,862 | $60.6M | 0.02% | −21,671−1.1% | Reduced |
| FMR LLC | 1,795,053 | $53.7M | 0.00% | −2760.0% | Reduced |
| Pzena Investment Management LLC | 1,721,598 | $51.5M | 0.19% | +11,129+0.7% | Added |
| Vanguard Group Inc | 1,487,235 | $44.5M | 0.00% | +108,735+7.9% | Added |
| Manufacturers Life Insurance Company, The | 1,303,103 | $39.0M | 0.02% | +18,997+1.5% | Added |
| Renaissance Technologies LLC | 843,727 | $25.2M | 0.03% | −16,462−1.9% | Reduced |
| State Street Corp | 797,443 | $23.9M | 0.00% | +1,399+0.2% | Added |
| Royal Bank of Canada | 606,834 | $18.2M | 0.00% | −29,171−4.6% | Reduced |
| Endeavour Capital Advisors Inc | 548,412 | $16.4M | 2.30% | −33,565−5.8% | Reduced |
| Univest Financial Corp | 542,192 | $16.2M | 4.13% | −865−0.2% | Reduced |
| FJ Capital Management LLC | 535,000 | $16.0M | 1.34% | +4,000+0.8% | Added |
| Geode Capital Management, LLC | 534,583 | $16.0M | 0.00% | +1,814+0.3% | Added |
| Northern Trust Corp | 374,178 | $11.2M | 0.00% | −5,528−1.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 293,195 | $8.77M | 0.01% | +293,195 | New |
| Parametric Portfolio Associates LLC | 262,523 | $7.86M | 0.00% | +10,644+4.2% | Added |
| Neuberger Berman Group LLC | 255,896 | $7.66M | 0.01% | +20,210+8.6% | Added |
| Charles Schwab Investment Management Inc | 207,403 | $6.21M | 0.00% | +2,804+1.4% | Added |
| Goldman Sachs Group Inc | 197,645 | $5.91M | 0.00% | −3,159−1.6% | Reduced |
| Bank of New York Mellon Corp | 197,614 | $5.91M | 0.00% | −1,842−0.9% | Reduced |
| Nuveen Asset Management, LLC | 197,342 | $5.54M | 0.00% | −7,135−3.5% | Reduced |
| Bank of America Corp | 182,477 | $5.46M | 0.00% | +12,643+7.4% | Added |
| State of Wisconsin Investment Board | 168,900 | $5.05M | 0.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 151,760 | $4.54M | 0.00% | +108,919+254.2% | Added |
| Putnam Investments LLC | 149,920 | $4.49M | 0.01% | +3,300+2.3% | Added |
| Monarch Partners Asset Management LLC | 143,039 | $4.28M | 0.87% | +29,326+25.8% | Added |
| Prospector Partners LLC | 140,750 | $4.21M | 0.49% | +12,250+9.5% | Added |
| Deprince Race & Zollo Inc | 139,586 | $4.18M | 0.11% | +139,586 | New |
| Bridgeway Capital Management, LLC | 138,479 | $4.14M | 0.08% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 117,561 | $3.52M | 0.01% | −9,066−7.2% | Reduced |
| Assenagon Asset Management S.A. | 95,501 | $2.86M | 0.01% | +95,501 | New |
| Barclays PLC | 81,709 | $2.44M | 0.00% | +28,125+52.5% | Added |
| Hotchkis & Wiley Capital Management LLC | 81,660 | $2.44M | 0.01% | −79,450−49.3% | Reduced |
| Los Angeles Capital Management LLC | 65,377 | $1.96M | 0.01% | 00.0% | Unchanged |
| AQR Capital Management LLC | 65,020 | $1.95M | 0.00% | −250.0% | Reduced |
| Swiss National Bank | 64,578 | $1.93M | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 61,437 | $1.84M | 0.00% | +6,902+12.7% | Added |
| Victory Capital Management Inc | 61,300 | $1.83M | 0.00% | −873−1.4% | Reduced |
| Stifel Financial Corp | 58,465 | $1.75M | 0.00% | −174−0.3% | Reduced |
| River Oaks Capital LLC | 54,655 | $1.64M | 1.51% | +54,655 | New |
| Morgan Stanley | 54,600 | $1.63M | 0.00% | +11,016+25.3% | Added |
| Two Sigma Advisers, LP | 54,480 | $1.63M | 0.00% | +24,900+84.2% | Added |
| Compass Ion Advisors, LLC | 51,653 | $1.54M | 0.50% | +78+0.2% | Added |
| Logan Capital Management Inc | 50,427 | $1.51M | 0.07% | 00.0% | Unchanged |
| Rhumbline Advisers | 43,790 | $1.31M | 0.00% | −424−1.0% | Reduced |
| Invesco Ltd. | 43,509 | $1.30M | 0.00% | −4,462−9.3% | Reduced |
| LSV Asset Management | 41,400 | $1.24M | 0.00% | −1,400−3.3% | Reduced |
| D. E. Shaw & Co., Inc. | 41,074 | $1.23M | 0.00% | +2,896+7.6% | Added |
| Wells Fargo & Company | 40,809 | $1.22M | 0.00% | −264,591−86.6% | Reduced |
| California State Teachers Retirement System | 40,766 | $1.22M | 0.00% | +937+2.4% | Added |
| IVC Wealth Advisors LLC | 40,612 | $1.22M | 0.78% | −4,000−9.0% | Reduced |
| First Manhattan Co | 40,225 | $1.20M | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 40,113 | $1.20M | 0.00% | +8,442+26.7% | Added |
| JPMorgan Chase & Co | 39,963 | $1.20M | 0.00% | −30,288−43.1% | Reduced |
| Two Sigma Investments, LP | 37,850 | $1.13M | 0.00% | +10,456+38.2% | Added |
| BLB&B Advisors, LLC | 36,549 | $1.09M | 0.07% | −350−0.9% | Reduced |
| UBS Asset Management Americas Inc | 35,552 | $1.06M | 0.00% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 35,464 | $1.06M | 0.15% | −6,902−16.3% | Reduced |
| Russell Investments Group, Ltd. | 34,939 | $1.04M | 0.00% | +34,939 | New |
| Prudential Financial Inc | 32,511 | $973.0K | 0.00% | −896−2.7% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 32,129 | $961.0K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 29,031 | $909.0K | 0.00% | +6,041+26.3% | Added |
| STRS Ohio | 30,100 | $900.0K | 0.00% | −2,700−8.2% | Reduced |
| Girard Partners Ltd. | 27,044 | $809.0K | 0.09% | −1,442−5.1% | Reduced |
| Pacific Ridge Capital Partners, LLC | 25,040 | $749.0K | 0.13% | 00.0% | Unchanged |
| Credit Suisse AG | 24,114 | $722.0K | 0.00% | +2,164+9.9% | Added |
| Keybank National Association | 22,494 | $673.0K | 0.00% | −4,562−16.9% | Reduced |
| State Board of Administration of Florida Retirement System | 22,336 | $668.0K | 0.00% | +6,528+41.3% | Added |
| New York State Common Retirement Fund | 20,714 | $620.0K | 0.00% | +14+0.1% | Added |
| Price T Rowe Associates Inc | 18,624 | $557.0K | 0.00% | −542−2.8% | Reduced |
| Shell Asset Management Co | 18,537 | $555.0K | 0.01% | +478+2.6% | Added |
| BNP Paribas Arbitrage, SA | 18,482 | $553.0K | 0.00% | +10,411+129.0% | Added |
| Insight Advisors, LLC | 18,000 | $539.0K | 0.16% | 00.0% | Unchanged |
| UBS Group AG | 18,009 | $539.0K | 0.00% | +12,650+236.1% | Added |
| Deutsche Bank AG | 17,564 | $526.0K | 0.00% | +888+5.3% | Added |
| Algert Global LLC | 16,740 | $501.0K | 0.06% | −3,898−18.9% | Reduced |
| Prelude Capital Management, LLC | 16,700 | $500.0K | 0.02% | +4,300+34.7% | Added |
| American International Group, Inc. | 15,372 | $460.0K | 0.00% | −460−2.9% | Reduced |
| LPL Financial LLC | 14,844 | $444.0K | 0.00% | +7,368+98.6% | Added |
| IndexIQ Advisors LLC | 14,771 | $442.0K | 0.01% | −955−6.1% | Reduced |
| First Hawaiian Bank | 14,644 | $438.0K | 0.01% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 14,600 | $437.0K | 0.00% | +800+5.8% | Added |
| Truist Financial Corp | 14,375 | $430.0K | 0.00% | −23,185−61.7% | Reduced |
| Alps Advisors Inc | 14,155 | $424.0K | 0.00% | +181+1.3% | Added |
| Citadel Advisors LLC | 13,217 | $395.0K | 0.00% | +171+1.3% | Added |
| Bernardo Wealth Planning LLC | 13,112 | $392.0K | 0.19% | +2,313+21.4% | Added |
| Martingale Asset Management L P | 13,036 | $391.0K | 0.01% | −31,515−70.7% | Reduced |
| Legal & General Group Plc | 12,957 | $388.0K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 12,755 | $382.0K | 0.00% | +256+2.0% | Added |
| Alliancebernstein L.P. | 12,216 | $366.0K | 0.00% | −878−6.7% | Reduced |
| Campbell & CO Investment Adviser LLC | 11,399 | $341.0K | 0.12% | −7,128−38.5% | Reduced |
| Commonwealth Equity Services, LLC | 10,742 | $321.0K | 0.00% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 10,566 | $316.0K | 0.00% | +2,473+30.6% | Added |
| Thrivent Financial for Lutherans | 10,274 | $307.0K | 0.00% | −1,477−12.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 10,238 | $306.0K | 0.08% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 10,200 | $305.0K | 0.00% | +10,200 | New |
| Citigroup Inc | 9,770 | $292.0K | 0.00% | +3,961+68.2% | Added |
| Public Employees Retirement Association of Colorado | 9,600 | $287.0K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 9,428 | $282.1K | 0.00% | −2,705−22.3% | Reduced |
| Rafferty Asset Management, LLC | 8,947 | $268.0K | 0.00% | −326−3.5% | Reduced |