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, Q3 2022
Institutional positions in Univest Financial Corp as of Sep 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
- 142
- +5 vs. Q2 2022
- Shares held
- 21.1M
- −169.1K (−0.8%) vs. Q2 2022
- Total value
- $496.4M
- −$45.7M (−8.4%) vs. Q2 2022
- New holders
- 15
- 44 more added
- Sold out
- 10
- 51 more reduced
1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Univest Financial Corp; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 2,936,640 | $69.0M | 0.00% | +11,981+0.4% | Added |
| Dimensional Fund Advisors LP | 2,126,504 | $49.9M | 0.02% | +3,941+0.2% | Added |
| FMR LLC | 2,049,624 | $48.1M | 0.01% | +87,127+4.4% | Added |
| Pzena Investment Management LLC | 1,696,998 | $39.8M | 0.20% | −14,043−0.8% | Reduced |
| Vanguard Group Inc | 1,484,071 | $34.8M | 0.00% | −44,032−2.9% | Reduced |
| Manufacturers Life Insurance Company, The | 1,276,498 | $30.0M | 0.02% | +29,482+2.4% | Added |
| State Street Corp | 755,786 | $17.7M | 0.00% | −26,830−3.4% | Reduced |
| Renaissance Technologies LLC | 749,869 | $17.6M | 0.02% | −56,720−7.0% | Reduced |
| FJ Capital Management LLC | 607,000 | $14.3M | 1.72% | −35,000−5.5% | Reduced |
| Endeavour Capital Advisors Inc | 538,617 | $12.6M | 2.92% | −30,782−5.4% | Reduced |
| Geode Capital Management, LLC | 537,113 | $12.6M | 0.00% | +9,495+1.8% | Added |
| Univest Financial Corp | 525,743 | $12.3M | 4.04% | −1,576−0.3% | Reduced |
| Leeward Investments, LLC - MA | 469,883 | $11.0M | 0.53% | −9,036−1.9% | Reduced |
| Northern Trust Corp | 360,464 | $8.46M | 0.00% | −1,355−0.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 337,109 | $7.92M | 0.01% | −2,269−0.7% | Reduced |
| Bridgeway Capital Management, LLC | 273,479 | $6.42M | 0.17% | 00.0% | Unchanged |
| Morgan Stanley | 264,135 | $6.20M | 0.00% | −30,922−10.5% | Reduced |
| Neuberger Berman Group LLC | 246,775 | $5.79M | 0.01% | −327−0.1% | Reduced |
| Charles Schwab Investment Management Inc | 212,630 | $4.99M | 0.00% | +4,444+2.1% | Added |
| Bank of New York Mellon Corp | 204,614 | $4.80M | 0.00% | +11,217+5.8% | Added |
| Goldman Sachs Group Inc | 196,162 | $4.61M | 0.00% | −7,130−3.5% | Reduced |
| Nuveen Asset Management, LLC | 185,087 | $4.35M | 0.00% | −8,348−4.3% | Reduced |
| AQR Capital Management LLC | 168,502 | $3.96M | 0.01% | +91,503+118.8% | Added |
| Putnam Investments LLC | 161,756 | $3.80M | 0.01% | +12,775+8.6% | Added |
| Ameriprise Financial Inc | 137,263 | $3.22M | 0.00% | −12,780−8.5% | Reduced |
| Monarch Partners Asset Management LLC | 134,129 | $3.15M | 0.95% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 125,732 | $2.95M | 0.01% | +14,739+13.3% | Added |
| American Century Companies Inc | 101,253 | $2.38M | 0.00% | +33,184+48.8% | Added |
| Jacobs Asset Management, LLC | 97,518 | $2.29M | 1.17% | +97,518 | New |
| Hotchkis & Wiley Capital Management LLC | 91,490 | $2.15M | 0.01% | 00.0% | Unchanged |
| Millennium Management LLC | 84,780 | $1.99M | 0.00% | +59,796+239.3% | Added |
| Bank of America Corp | 76,809 | $1.80M | 0.00% | +5,305+7.4% | Added |
| Two Sigma Advisers, LP | 73,280 | $1.72M | 0.00% | −14,100−16.1% | Reduced |
| Swiss National Bank | 69,678 | $1.64M | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 62,599 | $1.47M | 0.00% | −1,400−2.2% | Reduced |
| Assenagon Asset Management S.A. | 62,424 | $1.47M | 0.01% | −1,646−2.6% | Reduced |
| Martingale Asset Management L P | 61,656 | $1.45M | 0.03% | +9,000+17.1% | Added |
| Two Sigma Investments, LP | 61,509 | $1.44M | 0.01% | −15,689−20.3% | Reduced |
| Stifel Financial Corp | 58,465 | $1.37M | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 54,770 | $1.29M | 0.00% | −4,876−8.2% | Reduced |
| Compass Ion Advisors, LLC | 54,743 | $1.28M | 0.36% | +2,914+5.6% | Added |
| Logan Capital Management Inc | 50,427 | $1.18M | 0.07% | 00.0% | Unchanged |
| Invesco Ltd. | 48,031 | $1.13M | 0.00% | −5,784−10.7% | Reduced |
| Rhumbline Advisers | 44,815 | $1.05M | 0.00% | +1,187+2.7% | Added |
| River Oaks Capital LLC | 42,600 | $1.00M | 1.09% | −6,220−12.7% | Reduced |
| Los Angeles Capital Management LLC | 42,378 | $995.0K | 0.01% | −13,729−24.5% | Reduced |
| First Manhattan Co | 39,625 | $930.0K | 0.00% | −600−1.5% | Reduced |
| IVC Wealth Advisors LLC | 37,651 | $884.0K | 0.71% | +175+0.5% | Added |
| California State Teachers Retirement System | 36,982 | $868.0K | 0.00% | −617−1.6% | Reduced |
| BLB&B Advisors, LLC | 34,858 | $818.0K | 0.07% | +100+0.3% | Added |
| SEI Investments Co | 34,206 | $804.0K | 0.00% | −1,064−3.0% | Reduced |
| Barclays PLC | 32,781 | $769.0K | 0.00% | −766−2.3% | Reduced |
| UBS Asset Management Americas Inc | 32,212 | $756.3K | 0.00% | −3,340−9.4% | Reduced |
| Tudor Investment Corp Et Al | 31,559 | $741.0K | 0.02% | +7,656+32.0% | Added |
| Credit Suisse AG | 28,934 | $680.0K | 0.00% | +2,873+11.0% | Added |
| STRS Ohio | 28,800 | $676.0K | 0.00% | +1,600+5.9% | Added |
| Price T Rowe Associates Inc | 28,330 | $666.0K | 0.00% | +2,984+11.8% | Added |
| Girard Partners Ltd. | 28,271 | $663.0K | 0.09% | +100.0% | Added |
| Brandywine Global Investment Management, LLC | 25,640 | $602.0K | 0.01% | −702−2.7% | Reduced |
| Alliancebernstein L.P. | 25,016 | $587.0K | 0.00% | −700−2.7% | Reduced |
| Pacific Ridge Capital Partners, LLC | 24,890 | $584.0K | 0.15% | +30+0.1% | Added |
| LSV Asset Management | 23,600 | $554.0K | 0.00% | −12,900−35.3% | Reduced |
| D. E. Shaw & Co., Inc. | 22,702 | $533.0K | 0.00% | +6,247+38.0% | Added |
| Algert Global LLC | 22,482 | $528.0K | 0.03% | +2,632+13.3% | Added |
| State Board of Administration of Florida Retirement System | 22,336 | $524.0K | 0.00% | 00.0% | Unchanged |
| Keybank National Association | 22,281 | $523.0K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 20,866 | $490.0K | 0.00% | +20,866 | New |
| New York State Common Retirement Fund | 20,734 | $487.0K | 0.00% | +69+0.3% | Added |
| Cornercap Investment Counsel Inc | 20,465 | $481.0K | 0.09% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 20,147 | $474.0K | 0.00% | +1,174+6.2% | Added |
| Cubist Systematic Strategies, LLC | 19,731 | $463.0K | 0.00% | +1,805+10.1% | Added |
| Campbell & CO Investment Adviser LLC | 19,545 | $459.0K | 0.10% | +19,545 | New |
| LPL Financial LLC | 17,070 | $401.0K | 0.00% | +14+0.1% | Added |
| Apexium Financial, LP | 16,402 | $385.0K | 0.05% | +16,402 | New |
| Alberta Investment Management Corp | 16,035 | $377.0K | 0.00% | 00.0% | Unchanged |
| Insight Advisors, LLC | 16,000 | $376.0K | 0.15% | 00.0% | Unchanged |
| Raymond James & Associates | 15,848 | $372.0K | 0.00% | +1,692+12.0% | Added |
| Bernardo Wealth Planning LLC | 13,756 | $361.0K | 0.20% | −360−2.6% | Reduced |
| MetLife Investment Management | 15,049 | $353.4K | 0.00% | 00.0% | Unchanged |
| First Hawaiian Bank | 14,644 | $344.0K | 0.01% | 00.0% | Unchanged |
| American International Group, Inc. | 13,851 | $325.0K | 0.00% | +196+1.4% | Added |
| Shell Asset Management Co | 12,815 | $301.0K | 0.01% | −3,357−20.8% | Reduced |
| Thrivent Financial for Lutherans | 12,690 | $298.0K | 0.00% | +12,690 | New |
| Mirae Asset Global Investments Co., Ltd. | 12,532 | $294.0K | 0.00% | +12,532 | New |
| Voya Investment Management LLC | 12,489 | $293.2K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 12,496 | $293.0K | 0.00% | +11,339+980.0% | Added |
| Deprince Race & Zollo Inc | 12,226 | $287.0K | 0.01% | −117,682−90.6% | Reduced |
| BNP Paribas Arbitrage, SA | 12,135 | $284.9K | 0.00% | −298−2.4% | Reduced |
| Keeley-Teton Advisors, LLC | 12,000 | $282.0K | 0.04% | +12,000 | New |
| Deutsche Bank AG | 11,770 | $276.0K | 0.00% | −1,950−14.2% | Reduced |
| Legal & General Group Plc | 11,301 | $265.0K | 0.00% | −2,171−16.1% | Reduced |
| Russell Investments Group, Ltd. | 11,292 | $264.0K | 0.00% | −34,793−75.5% | Reduced |
| First Trust Advisors LP | 11,150 | $262.0K | 0.00% | −45,558−80.3% | Reduced |
| Commonwealth Equity Services, LLC | 10,745 | $252.0K | 0.00% | +10.0% | Added |
| Cary Street Partner Investment Advisory LLC | 10,238 | $240.0K | 0.02% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 9,600 | $225.0K | 0.00% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 9,529 | $224.0K | 0.00% | −17,300−64.5% | Reduced |
| Jacobs Levy Equity Management, Inc | 9,265 | $218.0K | 0.00% | +252+2.8% | Added |
| Susquehanna International Group, LLP | 9,244 | $217.0K | 0.00% | +9,244 | New |
| Snowden Capital Advisors LLC | 8,668 | $203.0K | 0.01% | 00.0% | Unchanged |