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 |
|---|---|---|---|---|---|
| Logan Capital Management Inc | 50,427 | $1.18M | 0.07% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 54,743 | $1.28M | 0.36% | +2,914+5.6% | Added |
| Victory Capital Management Inc | 54,770 | $1.29M | 0.00% | −4,876−8.2% | Reduced |
| Stifel Financial Corp | 58,465 | $1.37M | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 61,509 | $1.44M | 0.01% | −15,689−20.3% | Reduced |
| Martingale Asset Management L P | 61,656 | $1.45M | 0.03% | +9,000+17.1% | Added |
| Assenagon Asset Management S.A. | 62,424 | $1.47M | 0.01% | −1,646−2.6% | Reduced |
| Prudential Financial Inc | 62,599 | $1.47M | 0.00% | −1,400−2.2% | Reduced |
| Swiss National Bank | 69,678 | $1.64M | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 73,280 | $1.72M | 0.00% | −14,100−16.1% | Reduced |
| Bank of America Corp | 76,809 | $1.80M | 0.00% | +5,305+7.4% | Added |
| Millennium Management LLC | 84,780 | $1.99M | 0.00% | +59,796+239.3% | Added |
| Hotchkis & Wiley Capital Management LLC | 91,490 | $2.15M | 0.01% | 00.0% | Unchanged |
| Jacobs Asset Management, LLC | 97,518 | $2.29M | 1.17% | +97,518 | New |
| American Century Companies Inc | 101,253 | $2.38M | 0.00% | +33,184+48.8% | Added |
| State of New Jersey Common Pension Fund D | 125,732 | $2.95M | 0.01% | +14,739+13.3% | Added |
| Monarch Partners Asset Management LLC | 134,129 | $3.15M | 0.95% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 137,263 | $3.22M | 0.00% | −12,780−8.5% | Reduced |
| Putnam Investments LLC | 161,756 | $3.80M | 0.01% | +12,775+8.6% | Added |
| AQR Capital Management LLC | 168,502 | $3.96M | 0.01% | +91,503+118.8% | Added |
| Nuveen Asset Management, LLC | 185,087 | $4.35M | 0.00% | −8,348−4.3% | Reduced |
| Goldman Sachs Group Inc | 196,162 | $4.61M | 0.00% | −7,130−3.5% | Reduced |
| Bank of New York Mellon Corp | 204,614 | $4.80M | 0.00% | +11,217+5.8% | Added |
| Charles Schwab Investment Management Inc | 212,630 | $4.99M | 0.00% | +4,444+2.1% | Added |
| Neuberger Berman Group LLC | 246,775 | $5.79M | 0.01% | −327−0.1% | Reduced |
| Morgan Stanley | 264,135 | $6.20M | 0.00% | −30,922−10.5% | Reduced |
| Bridgeway Capital Management, LLC | 273,479 | $6.42M | 0.17% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 337,109 | $7.92M | 0.01% | −2,269−0.7% | Reduced |
| Northern Trust Corp | 360,464 | $8.46M | 0.00% | −1,355−0.4% | Reduced |
| Leeward Investments, LLC - MA | 469,883 | $11.0M | 0.53% | −9,036−1.9% | Reduced |
| Univest Financial Corp | 525,743 | $12.3M | 4.04% | −1,576−0.3% | Reduced |
| Geode Capital Management, LLC | 537,113 | $12.6M | 0.00% | +9,495+1.8% | Added |
| Endeavour Capital Advisors Inc | 538,617 | $12.6M | 2.92% | −30,782−5.4% | Reduced |
| FJ Capital Management LLC | 607,000 | $14.3M | 1.72% | −35,000−5.5% | Reduced |
| Renaissance Technologies LLC | 749,869 | $17.6M | 0.02% | −56,720−7.0% | Reduced |
| State Street Corp | 755,786 | $17.7M | 0.00% | −26,830−3.4% | Reduced |
| Manufacturers Life Insurance Company, The | 1,276,498 | $30.0M | 0.02% | +29,482+2.4% | Added |
| Vanguard Group Inc | 1,484,071 | $34.8M | 0.00% | −44,032−2.9% | Reduced |
| Pzena Investment Management LLC | 1,696,998 | $39.8M | 0.20% | −14,043−0.8% | Reduced |
| FMR LLC | 2,049,624 | $48.1M | 0.01% | +87,127+4.4% | Added |
| Dimensional Fund Advisors LP | 2,126,504 | $49.9M | 0.02% | +3,941+0.2% | Added |
| BlackRock Inc. | 2,936,640 | $69.0M | 0.00% | +11,981+0.4% | Added |
| Maltese Capital Management LLC | 0 | $0 | 0.00% | −133,244−100.0% | Sold out |
| Lindenwold Advisors | 0 | $0 | 0.00% | −19,685−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −18,303−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −14,375−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −11,579−100.0% | Sold out |
| Zebra Capital Management LLC | 0 | $0 | 0.00% | −10,692−100.0% | Sold out |
| Arizona State Retirement System | 0 | $0 | 0.00% | −7,995−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −720−100.0% | Sold out |
| Fieldpoint Private Securities, LLC | – | – | – | – | Not filed |