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 |
|---|---|---|---|---|---|
| Compass Ion Advisors, LLC | 51,653 | $1.54M | 0.50% | +78+0.2% | Added |
| Two Sigma Advisers, LP | 54,480 | $1.63M | 0.00% | +24,900+84.2% | Added |
| Morgan Stanley | 54,600 | $1.63M | 0.00% | +11,016+25.3% | Added |
| River Oaks Capital LLC | 54,655 | $1.64M | 1.51% | +54,655 | New |
| Stifel Financial Corp | 58,465 | $1.75M | 0.00% | −174−0.3% | Reduced |
| Victory Capital Management Inc | 61,300 | $1.83M | 0.00% | −873−1.4% | Reduced |
| First Trust Advisors LP | 61,437 | $1.84M | 0.00% | +6,902+12.7% | Added |
| Swiss National Bank | 64,578 | $1.93M | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 65,020 | $1.95M | 0.00% | −250.0% | Reduced |
| Los Angeles Capital Management LLC | 65,377 | $1.96M | 0.01% | 00.0% | Unchanged |
| Hotchkis & Wiley Capital Management LLC | 81,660 | $2.44M | 0.01% | −79,450−49.3% | Reduced |
| Barclays PLC | 81,709 | $2.44M | 0.00% | +28,125+52.5% | Added |
| Assenagon Asset Management S.A. | 95,501 | $2.86M | 0.01% | +95,501 | New |
| State of New Jersey Common Pension Fund D | 117,561 | $3.52M | 0.01% | −9,066−7.2% | Reduced |
| Bridgeway Capital Management, LLC | 138,479 | $4.14M | 0.08% | 00.0% | Unchanged |
| Deprince Race & Zollo Inc | 139,586 | $4.18M | 0.11% | +139,586 | New |
| Prospector Partners LLC | 140,750 | $4.21M | 0.49% | +12,250+9.5% | Added |
| Monarch Partners Asset Management LLC | 143,039 | $4.28M | 0.87% | +29,326+25.8% | Added |
| Putnam Investments LLC | 149,920 | $4.49M | 0.01% | +3,300+2.3% | Added |
| Ameriprise Financial Inc | 151,760 | $4.54M | 0.00% | +108,919+254.2% | Added |
| State of Wisconsin Investment Board | 168,900 | $5.05M | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 182,477 | $5.46M | 0.00% | +12,643+7.4% | Added |
| Nuveen Asset Management, LLC | 197,342 | $5.54M | 0.00% | −7,135−3.5% | Reduced |
| Bank of New York Mellon Corp | 197,614 | $5.91M | 0.00% | −1,842−0.9% | Reduced |
| Goldman Sachs Group Inc | 197,645 | $5.91M | 0.00% | −3,159−1.6% | Reduced |
| Charles Schwab Investment Management Inc | 207,403 | $6.21M | 0.00% | +2,804+1.4% | Added |
| Neuberger Berman Group LLC | 255,896 | $7.66M | 0.01% | +20,210+8.6% | Added |
| Parametric Portfolio Associates LLC | 262,523 | $7.86M | 0.00% | +10,644+4.2% | Added |
| Allspring Global Investments Holdings, LLC | 293,195 | $8.77M | 0.01% | +293,195 | New |
| Northern Trust Corp | 374,178 | $11.2M | 0.00% | −5,528−1.5% | Reduced |
| Geode Capital Management, LLC | 534,583 | $16.0M | 0.00% | +1,814+0.3% | Added |
| FJ Capital Management LLC | 535,000 | $16.0M | 1.34% | +4,000+0.8% | Added |
| Univest Financial Corp | 542,192 | $16.2M | 4.13% | −865−0.2% | Reduced |
| Endeavour Capital Advisors Inc | 548,412 | $16.4M | 2.30% | −33,565−5.8% | Reduced |
| Royal Bank of Canada | 606,834 | $18.2M | 0.00% | −29,171−4.6% | Reduced |
| State Street Corp | 797,443 | $23.9M | 0.00% | +1,399+0.2% | Added |
| Renaissance Technologies LLC | 843,727 | $25.2M | 0.03% | −16,462−1.9% | Reduced |
| Manufacturers Life Insurance Company, The | 1,303,103 | $39.0M | 0.02% | +18,997+1.5% | Added |
| Vanguard Group Inc | 1,487,235 | $44.5M | 0.00% | +108,735+7.9% | Added |
| Pzena Investment Management LLC | 1,721,598 | $51.5M | 0.19% | +11,129+0.7% | Added |
| FMR LLC | 1,795,053 | $53.7M | 0.00% | −2760.0% | Reduced |
| Dimensional Fund Advisors LP | 2,024,862 | $60.6M | 0.02% | −21,671−1.1% | Reduced |
| BlackRock Inc. | 2,950,879 | $88.3M | 0.00% | +44,282+1.5% | Added |
| Bank of Montreal | 0 | $0 | 0.00% | −231,376−100.0% | Sold out |
| Ategra Capital Management, LLC | 0 | $0 | 0.00% | −75,716−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −13,273−100.0% | Sold out |
| NBT Bank N A | 0 | $0 | 0.00% | −11,812−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −10,688−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −8,129−100.0% | Sold out |
| Jacobi Capital Management LLC | 0 | $0 | 0.00% | −102−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Berman Capital Advisors, LLC | – | – | – | – | Not filed |