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, Q2 2022
Institutional positions in Univest Financial Corp as of Jun 30, 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
- 138
- −7 vs. Q1 2022
- Shares held
- 21.3M
- +115.2K (+0.5%) vs. Q1 2022
- Total value
- $542.1M
- −$25.3M (−4.5%) vs. Q1 2022
- New holders
- 7
- 46 more added
- Sold out
- 14
- 56 more reduced
3 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Univest Financial Corp; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 2,924,659 | $74.4M | 0.00% | +61,344+2.1% | Added |
| Dimensional Fund Advisors LP | 2,122,563 | $54.0M | 0.02% | +75,487+3.7% | Added |
| FMR LLC | 1,962,497 | $49.9M | 0.00% | −50,467−2.5% | Reduced |
| Pzena Investment Management LLC | 1,711,041 | $43.5M | 0.19% | −20,079−1.2% | Reduced |
| Vanguard Group Inc | 1,528,103 | $38.9M | 0.00% | +10,289+0.7% | Added |
| Manufacturers Life Insurance Company, The | 1,247,016 | $31.7M | 0.02% | −88,290−6.6% | Reduced |
| Renaissance Technologies LLC | 806,589 | $20.5M | 0.02% | −46,180−5.4% | Reduced |
| State Street Corp | 782,616 | $19.9M | 0.00% | −61,539−7.3% | Reduced |
| FJ Capital Management LLC | 642,000 | $16.3M | 1.63% | +36,352+6.0% | Added |
| Endeavour Capital Advisors Inc | 569,399 | $14.5M | 2.80% | +10,970+2.0% | Added |
| Geode Capital Management, LLC | 527,618 | $13.4M | 0.00% | +5,873+1.1% | Added |
| Univest Financial Corp | 527,319 | $13.4M | 4.38% | −4,035−0.8% | Reduced |
| Leeward Investments, LLC - MA | 478,919 | $12.2M | 0.56% | −14,350−2.9% | Reduced |
| Northern Trust Corp | 361,819 | $9.21M | 0.00% | −3,160−0.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 339,378 | $8.63M | 0.01% | +4,928+1.5% | Added |
| Morgan Stanley | 295,057 | $7.51M | 0.00% | +244,208+480.3% | Added |
| Bridgeway Capital Management, LLC | 273,479 | $6.96M | 0.16% | +135,000+97.5% | Added |
| Neuberger Berman Group LLC | 247,102 | $6.29M | 0.01% | +4,809+2.0% | Added |
| Charles Schwab Investment Management Inc | 208,186 | $5.30M | 0.00% | −4,108−1.9% | Reduced |
| Goldman Sachs Group Inc | 203,292 | $5.17M | 0.00% | −14,815−6.8% | Reduced |
| Nuveen Asset Management, LLC | 193,435 | $4.92M | 0.00% | −9,370−4.6% | Reduced |
| Bank of New York Mellon Corp | 193,397 | $4.92M | 0.00% | −10,325−5.1% | Reduced |
| Ameriprise Financial Inc | 150,043 | $3.82M | 0.00% | −3,310−2.2% | Reduced |
| Putnam Investments LLC | 148,981 | $3.79M | 0.01% | +2,731+1.9% | Added |
| Monarch Partners Asset Management LLC | 134,129 | $3.41M | 0.95% | −8,910−6.2% | Reduced |
| Maltese Capital Management LLC | 133,244 | $3.39M | 0.73% | +133,244 | New |
| Deprince Race & Zollo Inc | 129,908 | $3.31M | 0.08% | −10,023−7.2% | Reduced |
| State of New Jersey Common Pension Fund D | 110,993 | $2.82M | 0.01% | +22,150+24.9% | Added |
| Hotchkis & Wiley Capital Management LLC | 91,490 | $2.33M | 0.01% | +5,100+5.9% | Added |
| Two Sigma Advisers, LP | 87,380 | $2.22M | 0.01% | +16,300+22.9% | Added |
| Two Sigma Investments, LP | 77,198 | $1.96M | 0.01% | +15,167+24.5% | Added |
| AQR Capital Management LLC | 76,999 | $1.96M | 0.00% | +10,583+15.9% | Added |
| Bank of America Corp | 71,504 | $1.82M | 0.00% | −31,047−30.3% | Reduced |
| Swiss National Bank | 69,678 | $1.77M | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 68,069 | $1.73M | 0.00% | +17,717+35.2% | Added |
| Assenagon Asset Management S.A. | 64,070 | $1.63M | 0.01% | −32,285−33.5% | Reduced |
| Prudential Financial Inc | 63,999 | $1.63M | 0.00% | +33,200+107.8% | Added |
| Victory Capital Management Inc | 59,646 | $1.52M | 0.00% | −1,547−2.5% | Reduced |
| Stifel Financial Corp | 58,465 | $1.49M | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 56,708 | $1.44M | 0.00% | −3,562−5.9% | Reduced |
| Los Angeles Capital Management LLC | 56,107 | $1.43M | 0.01% | −1,290−2.2% | Reduced |
| Invesco Ltd. | 53,815 | $1.37M | 0.00% | +11,032+25.8% | Added |
| Martingale Asset Management L P | 52,656 | $1.34M | 0.02% | +31,822+152.7% | Added |
| Compass Ion Advisors, LLC | 51,829 | $1.32M | 0.38% | +95+0.2% | Added |
| Logan Capital Management Inc | 50,427 | $1.28M | 0.07% | 00.0% | Unchanged |
| River Oaks Capital LLC | 48,820 | $1.24M | 1.33% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 46,085 | $1.17M | 0.00% | +13,339+40.7% | Added |
| Rhumbline Advisers | 43,628 | $1.11M | 0.00% | +3,338+8.3% | Added |
| First Manhattan Co | 40,225 | $1.02M | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 37,599 | $957.0K | 0.00% | +219+0.6% | Added |
| IVC Wealth Advisors LLC | 37,476 | $953.0K | 0.74% | −3,136−7.7% | Reduced |
| SEI Investments Co | 35,270 | $945.0K | 0.00% | −3,760−9.6% | Reduced |
| LSV Asset Management | 36,500 | $929.0K | 0.00% | +1,900+5.5% | Added |
| UBS Asset Management Americas Inc | 35,552 | $904.4K | 0.00% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 34,758 | $884.0K | 0.07% | 00.0% | Unchanged |
| Barclays PLC | 33,547 | $853.0K | 0.00% | −16,820−33.4% | Reduced |
| Girard Partners Ltd. | 28,261 | $718.0K | 0.09% | +1,209+4.5% | Added |
| STRS Ohio | 27,200 | $691.0K | 0.00% | −1,500−5.2% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 26,829 | $683.0K | 0.00% | −1,900−6.6% | Reduced |
| Brandywine Global Investment Management, LLC | 26,342 | $670.0K | 0.01% | −103−0.4% | Reduced |
| Credit Suisse AG | 26,061 | $662.0K | 0.00% | −2,452−8.6% | Reduced |
| Alliancebernstein L.P. | 25,716 | $654.0K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 25,346 | $645.0K | 0.00% | +252+1.0% | Added |
| Millennium Management LLC | 24,984 | $636.0K | 0.00% | −38,661−60.7% | Reduced |
| Pacific Ridge Capital Partners, LLC | 24,860 | $632.0K | 0.15% | −180−0.7% | Reduced |
| Tudor Investment Corp Et Al | 23,903 | $608.0K | 0.02% | +7,688+47.4% | Added |
| State Board of Administration of Florida Retirement System | 22,336 | $568.0K | 0.00% | 00.0% | Unchanged |
| Keybank National Association | 22,281 | $567.0K | 0.00% | −66−0.3% | Reduced |
| New York State Common Retirement Fund | 20,665 | $526.0K | 0.00% | −72−0.3% | Reduced |
| Cornercap Investment Counsel Inc | 20,465 | $521.0K | 0.09% | +20,465 | New |
| Algert Global LLC | 19,850 | $505.0K | 0.04% | +1,110+5.9% | Added |
| Lindenwold Advisors | 19,685 | $501.0K | 0.36% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 18,973 | $482.0K | 0.00% | −5,296−21.8% | Reduced |
| Prelude Capital Management, LLC | 18,303 | $466.0K | 0.02% | −2,672−12.7% | Reduced |
| Cubist Systematic Strategies, LLC | 17,926 | $456.0K | 0.00% | −14,230−44.3% | Reduced |
| LPL Financial LLC | 17,056 | $434.0K | 0.00% | +2,212+14.9% | Added |
| D. E. Shaw & Co., Inc. | 16,455 | $419.0K | 0.00% | −26,477−61.7% | Reduced |
| Shell Asset Management Co | 16,172 | $411.0K | 0.01% | +26+0.2% | Added |
| Alberta Investment Management Corp | 16,035 | $408.0K | 0.00% | +2,310+16.8% | Added |
| Insight Advisors, LLC | 16,000 | $403.0K | 0.14% | 00.0% | Unchanged |
| MetLife Investment Management | 15,049 | $382.8K | 0.00% | 00.0% | Unchanged |
| First Hawaiian Bank | 14,644 | $373.0K | 0.01% | 00.0% | Unchanged |
| Truist Financial Corp | 14,375 | $366.0K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 14,156 | $360.0K | 0.00% | +364+2.6% | Added |
| Bernardo Wealth Planning LLC | 14,116 | $359.0K | 0.21% | +16+0.1% | Added |
| Deutsche Bank AG | 13,720 | $349.0K | 0.00% | −1,986−12.6% | Reduced |
| American International Group, Inc. | 13,655 | $347.0K | 0.00% | −706−4.9% | Reduced |
| Legal & General Group Plc | 13,472 | $343.0K | 0.00% | +515+4.0% | Added |
| Voya Investment Management LLC | 12,489 | $318.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 12,433 | $316.3K | 0.00% | −4,262−25.5% | Reduced |
| Gyon Technologies Capital Management, LP | 11,579 | $295.0K | 0.08% | +11,579 | New |
| Zebra Capital Management LLC | 10,692 | $273.0K | 0.80% | −281−2.6% | Reduced |
| Commonwealth Equity Services, LLC | 10,744 | $273.0K | 0.00% | +10.0% | Added |
| Cary Street Partner Investment Advisory LLC | 10,238 | $260.0K | 0.02% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 9,600 | $244.0K | 0.00% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 9,013 | $229.0K | 0.00% | −531−5.6% | Reduced |
| Snowden Capital Advisors LLC | 8,668 | $220.0K | 0.01% | −35−0.4% | Reduced |
| SG Americas Securities, LLC | 8,560 | $218.0K | 0.00% | +8,560 | New |
| Arizona State Retirement System | 7,995 | $203.0K | 0.00% | +34+0.4% | Added |
| Hendershot Investments Inc. | 7,679 | $195.0K | 0.03% | 00.0% | Unchanged |