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, Q1 2022
Institutional positions in Univest Financial Corp as of Mar 31, 2022. 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
- 148
- +6 vs. Q4 2021
- Shares held
- 21.5M
- +160.2K (+0.8%) vs. Q4 2021
- Total value
- $574.7M
- −$62.4M (−9.8%) vs. Q4 2021
- New holders
- 19
- 52 more added
- Sold out
- 13
- 45 more reduced
1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Univest Financial Corp; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 2,863,315 | $76.6M | 0.00% | −87,564−3.0% | Reduced |
| Dimensional Fund Advisors LP | 2,047,076 | $54.8M | 0.02% | +22,214+1.1% | Added |
| FMR LLC | 2,012,964 | $53.9M | 0.00% | +217,911+12.1% | Added |
| Pzena Investment Management LLC | 1,731,120 | $46.3M | 0.18% | +9,522+0.6% | Added |
| Vanguard Group Inc | 1,517,814 | $40.6M | 0.00% | +30,579+2.1% | Added |
| Manufacturers Life Insurance Company, The | 1,335,306 | $35.7M | 0.02% | +32,203+2.5% | Added |
| Renaissance Technologies LLC | 852,769 | $22.8M | 0.03% | +9,042+1.1% | Added |
| State Street Corp | 844,155 | $22.6M | 0.00% | +46,712+5.9% | Added |
| FJ Capital Management LLC | 605,648 | $16.2M | 1.39% | +70,648+13.2% | Added |
| Endeavour Capital Advisors Inc | 558,429 | $14.9M | 2.38% | +10,017+1.8% | Added |
| Univest Financial Corp | 531,354 | $14.2M | 4.01% | −10,838−2.0% | Reduced |
| Geode Capital Management, LLC | 521,745 | $14.0M | 0.00% | −12,838−2.4% | Reduced |
| Leeward Investments, LLC - MA | 493,269 | $13.2M | 0.52% | +493,269 | New |
| Northern Trust Corp | 364,979 | $9.77M | 0.00% | −9,199−2.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 334,450 | $8.95M | 0.01% | +41,255+14.1% | Added |
| Parametric Portfolio Associates LLC | 257,685 | $6.90M | 0.00% | −4,838−1.8% | Reduced |
| Neuberger Berman Group LLC | 242,293 | $6.48M | 0.01% | −13,603−5.3% | Reduced |
| Goldman Sachs Group Inc | 218,107 | $5.84M | 0.00% | +20,462+10.4% | Added |
| Charles Schwab Investment Management Inc | 212,294 | $5.68M | 0.00% | +4,891+2.4% | Added |
| Nuveen Asset Management, LLC | 202,805 | $5.63M | 0.00% | +5,463+2.8% | Added |
| Bank of New York Mellon Corp | 203,722 | $5.45M | 0.00% | +6,108+3.1% | Added |
| State of Wisconsin Investment Board | 168,900 | $4.52M | 0.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 153,353 | $4.10M | 0.00% | +1,593+1.0% | Added |
| Putnam Investments LLC | 146,250 | $3.91M | 0.01% | −3,670−2.4% | Reduced |
| Monarch Partners Asset Management LLC | 143,039 | $3.83M | 0.86% | 00.0% | Unchanged |
| Deprince Race & Zollo Inc | 139,931 | $3.75M | 0.07% | +345+0.2% | Added |
| Bridgeway Capital Management, LLC | 138,479 | $3.71M | 0.07% | 00.0% | Unchanged |
| Bank of America Corp | 102,551 | $2.74M | 0.00% | −79,926−43.8% | Reduced |
| Assenagon Asset Management S.A. | 96,355 | $2.58M | 0.01% | +854+0.9% | Added |
| State of New Jersey Common Pension Fund D | 88,843 | $2.38M | 0.01% | −28,718−24.4% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 86,390 | $2.31M | 0.01% | +4,730+5.8% | Added |
| Two Sigma Advisers, LP | 71,080 | $1.90M | 0.01% | +16,600+30.5% | Added |
| Swiss National Bank | 69,678 | $1.86M | 0.00% | +5,100+7.9% | Added |
| AQR Capital Management LLC | 66,416 | $1.78M | 0.00% | +1,396+2.1% | Added |
| Millennium Management LLC | 63,645 | $1.70M | 0.00% | +63,645 | New |
| Two Sigma Investments, LP | 62,031 | $1.66M | 0.00% | +24,181+63.9% | Added |
| Victory Capital Management Inc | 61,193 | $1.64M | 0.00% | −107−0.2% | Reduced |
| First Trust Advisors LP | 60,270 | $1.61M | 0.00% | −1,167−1.9% | Reduced |
| Stifel Financial Corp | 58,465 | $1.56M | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 57,397 | $1.54M | 0.01% | −7,980−12.2% | Reduced |
| Compass Ion Advisors, LLC | 51,734 | $1.38M | 0.43% | +81+0.2% | Added |
| Morgan Stanley | 50,849 | $1.36M | 0.00% | −3,751−6.9% | Reduced |
| Logan Capital Management Inc | 50,427 | $1.35M | 0.07% | 00.0% | Unchanged |
| Barclays PLC | 50,367 | $1.35M | 0.00% | −31,342−38.4% | Reduced |
| American Century Companies Inc | 50,352 | $1.35M | 0.00% | +10,239+25.5% | Added |
| River Oaks Capital LLC | 48,820 | $1.31M | 1.27% | −5,835−10.7% | Reduced |
| D. E. Shaw & Co., Inc. | 42,932 | $1.15M | 0.00% | +1,858+4.5% | Added |
| Invesco Ltd. | 42,783 | $1.15M | 0.00% | −726−1.7% | Reduced |
| SEI Investments Co | 39,030 | $1.10M | 0.00% | +9,999+34.4% | Added |
| IVC Wealth Advisors LLC | 40,612 | $1.09M | 0.71% | 00.0% | Unchanged |
| Rhumbline Advisers | 40,290 | $1.08M | 0.00% | −3,500−8.0% | Reduced |
| First Manhattan Co | 40,225 | $1.08M | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 40,206 | $1.08M | 0.00% | +26,989+204.2% | Added |
| California State Teachers Retirement System | 37,380 | $1.00M | 0.00% | −3,386−8.3% | Reduced |
| UBS Asset Management Americas Inc | 35,552 | $951.4K | 0.00% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 34,758 | $930.0K | 0.06% | −1,791−4.9% | Reduced |
| LSV Asset Management | 34,600 | $926.0K | 0.00% | −6,800−16.4% | Reduced |
| Russell Investments Group, Ltd. | 32,746 | $874.0K | 0.00% | −2,193−6.3% | Reduced |
| Cubist Systematic Strategies, LLC | 32,156 | $860.0K | 0.01% | +21,956+215.3% | Added |
| Prudential Financial Inc | 30,799 | $825.0K | 0.00% | −1,712−5.3% | Reduced |
| Wells Fargo & Company | 28,811 | $771.0K | 0.00% | −11,998−29.4% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 28,729 | $769.0K | 0.00% | −3,400−10.6% | Reduced |
| STRS Ohio | 28,700 | $768.0K | 0.00% | −1,400−4.7% | Reduced |
| Credit Suisse AG | 28,513 | $762.0K | 0.00% | +4,399+18.2% | Added |
| Girard Partners Ltd. | 27,052 | $723.0K | 0.08% | +80.0% | Added |
| Brandywine Global Investment Management, LLC | 26,445 | $708.0K | 0.01% | +26,445 | New |
| Alliancebernstein L.P. | 25,716 | $688.0K | 0.00% | +13,500+110.5% | Added |
| Price T Rowe Associates Inc | 25,094 | $672.0K | 0.00% | +6,470+34.7% | Added |
| Pacific Ridge Capital Partners, LLC | 25,040 | $670.0K | 0.13% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 24,269 | $650.0K | 0.00% | −15,694−39.3% | Reduced |
| Keybank National Association | 22,347 | $598.0K | 0.00% | −147−0.7% | Reduced |
| State Board of Administration of Florida Retirement System | 22,336 | $598.0K | 0.00% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 20,975 | $561.0K | 0.03% | +4,275+25.6% | Added |
| Martingale Asset Management L P | 20,834 | $559.0K | 0.01% | +7,798+59.8% | Added |
| New York State Common Retirement Fund | 20,737 | $555.0K | 0.00% | +23+0.1% | Added |
| Lindenwold Advisors | 19,685 | $527.0K | 0.32% | +19,685 | New |
| Algert Global LLC | 18,740 | $501.0K | 0.03% | +2,000+11.9% | Added |
| BNP Paribas Arbitrage, SA | 16,695 | $446.8K | 0.00% | −1,787−9.7% | Reduced |
| Tudor Investment Corp Et Al | 16,215 | $434.0K | 0.01% | +16,215 | New |
| Shell Asset Management Co | 16,146 | $432.0K | 0.01% | −2,391−12.9% | Reduced |
| Insight Advisors, LLC | 16,000 | $428.0K | 0.13% | −2,000−11.1% | Reduced |
| Deutsche Bank AG | 15,706 | $420.0K | 0.00% | −1,858−10.6% | Reduced |
| MetLife Investment Management | 15,049 | $402.7K | 0.00% | +5,621+59.6% | Added |
| LPL Financial LLC | 14,844 | $397.0K | 0.00% | 00.0% | Unchanged |
| First Hawaiian Bank | 14,644 | $392.0K | 0.01% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 14,600 | $391.0K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 14,375 | $385.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 14,361 | $384.0K | 0.00% | −1,011−6.6% | Reduced |
| Bernardo Wealth Planning LLC | 14,100 | $377.0K | 0.19% | +988+7.5% | Added |
| Raymond James & Associates | 13,792 | $369.0K | 0.00% | +13,792 | New |
| Alberta Investment Management Corp | 13,725 | $367.0K | 0.00% | +13,725 | New |
| Legal & General Group Plc | 12,957 | $347.0K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 12,973 | $347.0K | 0.00% | +12,973 | New |
| Voya Investment Management LLC | 12,489 | $334.0K | 0.00% | −266−2.1% | Reduced |
| Zebra Capital Management LLC | 10,973 | $294.0K | 0.68% | +3,128+39.9% | Added |
| UBS Group AG | 10,764 | $288.0K | 0.00% | −7,245−40.2% | Reduced |
| Commonwealth Equity Services, LLC | 10,743 | $287.0K | 0.00% | +10.0% | Added |
| Thrivent Financial for Lutherans | 10,274 | $275.0K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 10,238 | $274.0K | 0.08% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 9,600 | $257.0K | 0.00% | 00.0% | Unchanged |