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, Q4 2022
Institutional positions in Univest Financial Corp as of Dec 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
- 137
- −5 vs. Q3 2022
- Shares held
- 21.5M
- +356.0K (+1.7%) vs. Q3 2022
- Total value
- $561.7M
- +$65.4M (+13.2%) vs. Q3 2022
- New holders
- 9
- 56 more added
- Sold out
- 14
- 42 more reduced
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Univest Financial Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 3,139,292 | $82.0M | 0.00% | +202,652+6.9% | Added |
| FMR LLC | 2,289,976 | $59.8M | 0.01% | +240,352+11.7% | Added |
| Dimensional Fund Advisors LP | 2,184,264 | $57.1M | 0.02% | +57,760+2.7% | Added |
| Pzena Investment Management LLC | 1,641,462 | $42.9M | 0.19% | −55,536−3.3% | Reduced |
| Vanguard Group Inc | 1,516,635 | $39.6M | 0.00% | +32,564+2.2% | Added |
| Manufacturers Life Insurance Company, The | 1,310,345 | $34.2M | 0.02% | +33,847+2.7% | Added |
| State Street Corp | 770,210 | $20.1M | 0.00% | +14,424+1.9% | Added |
| Renaissance Technologies LLC | 709,169 | $18.5M | 0.03% | −40,700−5.4% | Reduced |
| Geode Capital Management, LLC | 547,183 | $14.3M | 0.00% | +10,070+1.9% | Added |
| Univest Financial Corp | 510,105 | $13.3M | 4.20% | −15,638−3.0% | Reduced |
| Leeward Investments, LLC - MA | 467,451 | $12.2M | 0.54% | −2,432−0.5% | Reduced |
| Boston Partners | 439,322 | $11.6M | 0.02% | +439,322 | New |
| Endeavour Capital Advisors Inc | 383,402 | $10.0M | 2.69% | −155,215−28.8% | Reduced |
| Northern Trust Corp | 357,697 | $9.35M | 0.00% | −2,767−0.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 326,439 | $8.53M | 0.01% | −10,670−3.2% | Reduced |
| Morgan Stanley | 267,656 | $6.99M | 0.00% | +3,521+1.3% | Added |
| Neuberger Berman Group LLC | 255,083 | $6.67M | 0.01% | +8,308+3.4% | Added |
| Bridgeway Capital Management, LLC | 251,379 | $6.57M | 0.17% | −22,100−8.1% | Reduced |
| Charles Schwab Investment Management Inc | 215,292 | $5.63M | 0.00% | +2,662+1.3% | Added |
| Bank of New York Mellon Corp | 201,869 | $5.27M | 0.00% | −2,745−1.3% | Reduced |
| Millennium Management LLC | 200,023 | $5.23M | 0.01% | +115,243+135.9% | Added |
| Goldman Sachs Group Inc | 193,329 | $5.05M | 0.00% | −2,833−1.4% | Reduced |
| American Century Companies Inc | 177,772 | $4.65M | 0.00% | +76,519+75.6% | Added |
| Nuveen Asset Management, LLC | 175,349 | $4.58M | 0.00% | −9,738−5.3% | Reduced |
| AQR Capital Management LLC | 168,751 | $4.41M | 0.01% | +249+0.1% | Added |
| Hotchkis & Wiley Capital Management LLC | 156,660 | $4.09M | 0.02% | +65,170+71.2% | Added |
| Ameriprise Financial Inc | 138,338 | $3.62M | 0.00% | +1,075+0.8% | Added |
| Monarch Partners Asset Management LLC | 134,456 | $3.51M | 1.04% | +327+0.2% | Added |
| State of New Jersey Common Pension Fund D | 94,290 | $2.46M | 0.01% | −31,442−25.0% | Reduced |
| Two Sigma Advisers, LP | 92,880 | $2.43M | 0.01% | +19,600+26.7% | Added |
| Assenagon Asset Management S.A. | 91,363 | $2.39M | 0.01% | +28,939+46.4% | Added |
| Bank of America Corp | 86,602 | $2.26M | 0.00% | +9,793+12.7% | Added |
| Two Sigma Investments, LP | 84,384 | $2.20M | 0.01% | +22,875+37.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 73,500 | $1.92M | 0.01% | +73,500 | New |
| Swiss National Bank | 70,878 | $1.85M | 0.00% | +1,200+1.7% | Added |
| Invesco Ltd. | 60,602 | $1.58M | 0.00% | +12,571+26.2% | Added |
| Martingale Asset Management L P | 59,215 | $1.55M | 0.03% | −2,441−4.0% | Reduced |
| Stifel Financial Corp | 58,465 | $1.53M | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 58,399 | $1.53M | 0.00% | −4,200−6.7% | Reduced |
| Brandywine Global Investment Management, LLC | 55,981 | $1.46M | 0.01% | +30,341+118.3% | Added |
| Compass Ion Advisors, LLC | 52,020 | $1.36M | 0.35% | −2,723−5.0% | Reduced |
| Victory Capital Management Inc | 50,530 | $1.32M | 0.00% | −4,240−7.7% | Reduced |
| Logan Capital Management Inc | 50,427 | $1.32M | 0.07% | 00.0% | Unchanged |
| Rhumbline Advisers | 47,041 | $1.23M | 0.00% | +2,226+5.0% | Added |
| Citadel Advisors LLC | 46,088 | $1.20M | 0.00% | +46,088 | New |
| SEI Investments Co | 44,970 | $1.18M | 0.00% | +10,764+31.5% | Added |
| Los Angeles Capital Management LLC | 42,579 | $1.11M | 0.01% | +201+0.5% | Added |
| Barclays PLC | 41,012 | $1.07M | 0.00% | +8,231+25.1% | Added |
| IVC Wealth Advisors LLC | 40,637 | $1.06M | 0.78% | +2,986+7.9% | Added |
| Tudor Investment Corp Et Al | 40,370 | $1.05M | 0.03% | +8,811+27.9% | Added |
| First Manhattan Co | 39,625 | $1.04M | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 37,012 | $967.1K | 0.00% | +30+0.1% | Added |
| JPMorgan Chase & Co | 35,135 | $918.0K | 0.00% | +14,988+74.4% | Added |
| BLB&B Advisors, LLC | 33,209 | $867.7K | 0.07% | −1,649−4.7% | Reduced |
| LPL Financial LLC | 32,680 | $853.9K | 0.00% | +15,610+91.4% | Added |
| Cubist Systematic Strategies, LLC | 30,195 | $789.0K | 0.01% | +10,464+53.0% | Added |
| Price T Rowe Associates Inc | 27,766 | $726.0K | 0.00% | −564−2.0% | Reduced |
| Girard Partners Ltd. | 26,887 | $702.6K | 0.08% | −1,384−4.9% | Reduced |
| Credit Suisse AG | 26,679 | $697.1K | 0.00% | −2,255−7.8% | Reduced |
| UBS Asset Management Americas Inc | 26,005 | $679.5K | 0.00% | −6,207−19.3% | Reduced |
| D. E. Shaw & Co., Inc. | 25,304 | $661.2K | 0.00% | +2,602+11.5% | Added |
| Alliancebernstein L.P. | 25,016 | $653.7K | 0.00% | 00.0% | Unchanged |
| Pacific Ridge Capital Partners, LLC | 24,880 | $650.1K | 0.15% | −100.0% | Reduced |
| STRS Ohio | 24,900 | $650.0K | 0.00% | −3,900−13.5% | Reduced |
| First Trust Advisors LP | 23,863 | $623.5K | 0.00% | +12,713+114.0% | Added |
| LSV Asset Management | 23,600 | $617.0K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 23,607 | $617.0K | 0.00% | +2,741+13.1% | Added |
| Algert Global LLC | 22,452 | $586.7K | 0.03% | −30−0.1% | Reduced |
| Keybank National Association | 22,369 | $584.5K | 0.00% | +88+0.4% | Added |
| State Board of Administration of Florida Retirement System | 22,336 | $583.6K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 20,720 | $541.4K | 0.00% | −14−0.1% | Reduced |
| Cornercap Investment Counsel Inc | 20,465 | $534.8K | 0.09% | 00.0% | Unchanged |
| River Oaks Capital LLC | 17,400 | $455.0K | 0.52% | −25,200−59.2% | Reduced |
| Raymond James & Associates | 17,299 | $452.0K | 0.00% | +1,451+9.2% | Added |
| Apexium Financial, LP | 16,402 | $428.6K | 0.04% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 16,000 | $418.1K | 0.05% | +4,000+33.3% | Added |
| Insight Advisors, LLC | 16,000 | $416.6K | 0.15% | 00.0% | Unchanged |
| MetLife Investment Management | 15,049 | $393.2K | 0.00% | 00.0% | Unchanged |
| First Hawaiian Bank | 14,644 | $383.0K | 0.01% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 14,248 | $372.0K | 0.00% | +1,558+12.3% | Added |
| Bernardo Wealth Planning LLC | 13,768 | $359.8K | 0.17% | +12+0.1% | Added |
| Campbell & CO Investment Adviser LLC | 13,761 | $359.6K | 0.09% | −5,784−29.6% | Reduced |
| American International Group, Inc. | 13,637 | $356.3K | 0.00% | −214−1.5% | Reduced |
| Jacobs Levy Equity Management, Inc | 13,222 | $345.5K | 0.00% | +3,957+42.7% | Added |
| Deutsche Bank AG | 13,007 | $339.9K | 0.00% | +1,237+10.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 12,532 | $327.5K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 12,489 | $326.3K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 12,477 | $326.0K | 0.00% | +6,481+108.1% | Added |
| Alberta Investment Management Corp | 11,471 | $299.7K | 0.00% | −4,564−28.5% | Reduced |
| Legal & General Group Plc | 11,301 | $295.3K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 10,907 | $285.0K | 0.00% | +162+1.5% | Added |
| Jane Street Group, LLC | 10,711 | $279.9K | 0.00% | +10,711 | New |
| Shell Asset Management Co | 10,653 | $278.0K | 0.01% | −2,162−16.9% | Reduced |
| Trexquant Investment LP | 10,467 | $273.5K | 0.01% | +10,467 | New |
| Cary Street Partner Investment Advisory LLC | 10,238 | $267.5K | 0.02% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 9,600 | $251.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 9,314 | $243.4K | 0.00% | −2,821−23.2% | Reduced |
| Snowden Capital Advisors LLC | 8,636 | $225.7K | 0.01% | −32−0.4% | Reduced |
| Squarepoint Ops LLC | 8,436 | $220.4K | 0.00% | +8,436 | New |
| Arizona State Retirement System | 8,282 | $216.4K | 0.00% | +8,282 | New |