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 |
|---|---|---|---|---|---|
| Invesco Ltd. | 42,783 | $1.15M | 0.00% | −726−1.7% | Reduced |
| D. E. Shaw & Co., Inc. | 42,932 | $1.15M | 0.00% | +1,858+4.5% | Added |
| River Oaks Capital LLC | 48,820 | $1.31M | 1.27% | −5,835−10.7% | Reduced |
| American Century Companies Inc | 50,352 | $1.35M | 0.00% | +10,239+25.5% | Added |
| Barclays PLC | 50,367 | $1.35M | 0.00% | −31,342−38.4% | Reduced |
| Logan Capital Management Inc | 50,427 | $1.35M | 0.07% | 00.0% | Unchanged |
| Morgan Stanley | 50,849 | $1.36M | 0.00% | −3,751−6.9% | Reduced |
| Compass Ion Advisors, LLC | 51,734 | $1.38M | 0.43% | +81+0.2% | Added |
| Los Angeles Capital Management LLC | 57,397 | $1.54M | 0.01% | −7,980−12.2% | Reduced |
| Stifel Financial Corp | 58,465 | $1.56M | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 60,270 | $1.61M | 0.00% | −1,167−1.9% | Reduced |
| Victory Capital Management Inc | 61,193 | $1.64M | 0.00% | −107−0.2% | Reduced |
| Two Sigma Investments, LP | 62,031 | $1.66M | 0.00% | +24,181+63.9% | Added |
| Millennium Management LLC | 63,645 | $1.70M | 0.00% | +63,645 | New |
| AQR Capital Management LLC | 66,416 | $1.78M | 0.00% | +1,396+2.1% | Added |
| Swiss National Bank | 69,678 | $1.86M | 0.00% | +5,100+7.9% | Added |
| Two Sigma Advisers, LP | 71,080 | $1.90M | 0.01% | +16,600+30.5% | Added |
| Hotchkis & Wiley Capital Management LLC | 86,390 | $2.31M | 0.01% | +4,730+5.8% | Added |
| State of New Jersey Common Pension Fund D | 88,843 | $2.38M | 0.01% | −28,718−24.4% | Reduced |
| Assenagon Asset Management S.A. | 96,355 | $2.58M | 0.01% | +854+0.9% | Added |
| Bank of America Corp | 102,551 | $2.74M | 0.00% | −79,926−43.8% | Reduced |
| Bridgeway Capital Management, LLC | 138,479 | $3.71M | 0.07% | 00.0% | Unchanged |
| Deprince Race & Zollo Inc | 139,931 | $3.75M | 0.07% | +345+0.2% | Added |
| Monarch Partners Asset Management LLC | 143,039 | $3.83M | 0.86% | 00.0% | Unchanged |
| Putnam Investments LLC | 146,250 | $3.91M | 0.01% | −3,670−2.4% | Reduced |
| Ameriprise Financial Inc | 153,353 | $4.10M | 0.00% | +1,593+1.0% | Added |
| State of Wisconsin Investment Board | 168,900 | $4.52M | 0.01% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 203,722 | $5.45M | 0.00% | +6,108+3.1% | Added |
| Nuveen Asset Management, LLC | 202,805 | $5.63M | 0.00% | +5,463+2.8% | Added |
| Charles Schwab Investment Management Inc | 212,294 | $5.68M | 0.00% | +4,891+2.4% | Added |
| Goldman Sachs Group Inc | 218,107 | $5.84M | 0.00% | +20,462+10.4% | Added |
| Neuberger Berman Group LLC | 242,293 | $6.48M | 0.01% | −13,603−5.3% | Reduced |
| Parametric Portfolio Associates LLC | 257,685 | $6.90M | 0.00% | −4,838−1.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 334,450 | $8.95M | 0.01% | +41,255+14.1% | Added |
| Northern Trust Corp | 364,979 | $9.77M | 0.00% | −9,199−2.5% | Reduced |
| Leeward Investments, LLC - MA | 493,269 | $13.2M | 0.52% | +493,269 | New |
| Geode Capital Management, LLC | 521,745 | $14.0M | 0.00% | −12,838−2.4% | Reduced |
| Univest Financial Corp | 531,354 | $14.2M | 4.01% | −10,838−2.0% | Reduced |
| Endeavour Capital Advisors Inc | 558,429 | $14.9M | 2.38% | +10,017+1.8% | Added |
| FJ Capital Management LLC | 605,648 | $16.2M | 1.39% | +70,648+13.2% | Added |
| State Street Corp | 844,155 | $22.6M | 0.00% | +46,712+5.9% | Added |
| Renaissance Technologies LLC | 852,769 | $22.8M | 0.03% | +9,042+1.1% | Added |
| Manufacturers Life Insurance Company, The | 1,335,306 | $35.7M | 0.02% | +32,203+2.5% | Added |
| Vanguard Group Inc | 1,517,814 | $40.6M | 0.00% | +30,579+2.1% | Added |
| Pzena Investment Management LLC | 1,731,120 | $46.3M | 0.18% | +9,522+0.6% | Added |
| FMR LLC | 2,012,964 | $53.9M | 0.00% | +217,911+12.1% | Added |
| Dimensional Fund Advisors LP | 2,047,076 | $54.8M | 0.02% | +22,214+1.1% | Added |
| BlackRock Inc. | 2,863,315 | $76.6M | 0.00% | −87,564−3.0% | Reduced |
| Prospector Partners LLC | 0 | $0 | 0.00% | −140,750−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −35,464−100.0% | Sold out |
| IndexIQ Advisors LLC | 0 | $0 | 0.00% | −14,771−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −14,155−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −11,399−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −8,131−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Teton Advisors, Inc. | 0 | $0 | 0.00% | −7,700−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −7,355−100.0% | Sold out |
| Trust Co of Vermont | 0 | $0 | 0.00% | −7,004−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −4,364−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −917−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| NEXT Financial Group, Inc | – | – | – | – | Not filed |