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 2023
Institutional positions in Univest Financial Corp as of Mar 31, 2023. 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
- 141
- +5 vs. Q4 2022
- Shares held
- 21.8M
- +415.0K (+1.9%) vs. Q4 2022
- Total value
- $516.5M
- −$41.7M (−7.5%) vs. Q4 2022
- New holders
- 15
- 49 more added
- Sold out
- 10
- 52 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Univest Financial Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 3,395,057 | $80.6M | 0.00% | +255,765+8.1% | Added |
| FMR LLC | 2,350,051 | $55.8M | 0.01% | +60,075+2.6% | Added |
| Dimensional Fund Advisors LP | 2,211,426 | $52.5M | 0.02% | +27,162+1.2% | Added |
| Pzena Investment Management LLC | 1,561,246 | $37.1M | 0.16% | −80,216−4.9% | Reduced |
| Vanguard Group Inc | 1,556,927 | $37.0M | 0.00% | +40,292+2.7% | Added |
| Manufacturers Life Insurance Company, The | 1,371,176 | $32.6M | 0.02% | +60,831+4.6% | Added |
| State Street Corp | 833,418 | $19.8M | 0.00% | +63,208+8.2% | Added |
| Renaissance Technologies LLC | 676,089 | $16.1M | 0.02% | −33,080−4.7% | Reduced |
| Geode Capital Management, LLC | 564,626 | $13.4M | 0.00% | +17,443+3.2% | Added |
| Univest Financial Corp | 495,821 | $11.8M | 3.67% | −14,284−2.8% | Reduced |
| Leeward Investments, LLC - MA | 445,281 | $10.6M | 0.48% | −22,170−4.7% | Reduced |
| Boston Partners | 448,970 | $10.3M | 0.01% | +9,648+2.2% | Added |
| Northern Trust Corp | 349,782 | $8.30M | 0.00% | −7,915−2.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 331,857 | $7.88M | 0.01% | +5,418+1.7% | Added |
| Morgan Stanley | 266,159 | $6.32M | 0.00% | −1,497−0.6% | Reduced |
| Millennium Management LLC | 266,065 | $6.32M | 0.01% | +66,042+33.0% | Added |
| Neuberger Berman Group LLC | 262,588 | $6.23M | 0.01% | +7,505+2.9% | Added |
| Bridgeway Capital Management, LLC | 245,204 | $5.82M | 0.15% | −6,175−2.5% | Reduced |
| American Century Companies Inc | 220,700 | $5.24M | 0.00% | +42,928+24.1% | Added |
| Charles Schwab Investment Management Inc | 216,678 | $5.14M | 0.00% | +1,386+0.6% | Added |
| Ameriprise Financial Inc | 215,280 | $5.11M | 0.00% | +76,942+55.6% | Added |
| Goldman Sachs Group Inc | 199,812 | $4.74M | 0.00% | +6,483+3.4% | Added |
| Bank of New York Mellon Corp | 198,658 | $4.72M | 0.00% | −3,211−1.6% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 195,270 | $4.64M | 0.02% | +38,610+24.6% | Added |
| Nuveen Asset Management, LLC | 189,009 | $4.49M | 0.00% | +13,660+7.8% | Added |
| AQR Capital Management LLC | 158,995 | $3.77M | 0.01% | −9,756−5.8% | Reduced |
| JPMorgan Chase & Co | 126,699 | $3.01M | 0.00% | +91,564+260.6% | Added |
| Prudential Financial Inc | 103,234 | $2.45M | 0.00% | +44,835+76.8% | Added |
| Two Sigma Advisers, LP | 87,580 | $2.08M | 0.01% | −5,300−5.7% | Reduced |
| Assenagon Asset Management S.A. | 83,272 | $1.98M | 0.01% | −8,091−8.9% | Reduced |
| State of New Jersey Common Pension Fund D | 82,704 | $1.96M | 0.01% | −11,586−12.3% | Reduced |
| Brandywine Global Investment Management, LLC | 71,728 | $1.70M | 0.01% | +15,747+28.1% | Added |
| Bank of America Corp | 66,871 | $1.59M | 0.00% | −19,731−22.8% | Reduced |
| SEI Investments Co | 65,399 | $1.55M | 0.00% | +20,429+45.4% | Added |
| Swiss National Bank | 63,078 | $1.50M | 0.00% | −7,800−11.0% | Reduced |
| Martingale Asset Management L P | 59,315 | $1.41M | 0.03% | +100+0.2% | Added |
| Barclays PLC | 58,426 | $1.39M | 0.00% | +17,414+42.5% | Added |
| Two Sigma Investments, LP | 57,607 | $1.37M | 0.00% | −26,777−31.7% | Reduced |
| Stifel Financial Corp | 57,339 | $1.36M | 0.00% | −1,126−1.9% | Reduced |
| Invesco Ltd. | 57,084 | $1.36M | 0.00% | −3,518−5.8% | Reduced |
| Compass Ion Advisors, LLC | 53,812 | $1.28M | 0.32% | +1,792+3.4% | Added |
| Citadel Advisors LLC | 50,530 | $1.20M | 0.00% | +4,442+9.6% | Added |
| Logan Capital Management Inc | 50,427 | $1.20M | 0.06% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 48,874 | $1.16M | 0.00% | +48,874 | New |
| Victory Capital Management Inc | 48,382 | $1.15M | 0.00% | −2,148−4.3% | Reduced |
| Rhumbline Advisers | 48,240 | $1.15M | 0.00% | +1,199+2.5% | Added |
| Los Angeles Capital Management LLC | 41,937 | $995.6K | 0.00% | −642−1.5% | Reduced |
| IVC Wealth Advisors LLC | 40,737 | $967.1K | 0.69% | +100+0.2% | Added |
| California State Teachers Retirement System | 36,408 | $864.3K | 0.00% | −604−1.6% | Reduced |
| Teacher Retirement System of Texas | 35,975 | $854.0K | 0.01% | +12,368+52.4% | Added |
| BLB&B Advisors, LLC | 33,184 | $787.8K | 0.06% | −25−0.1% | Reduced |
| LPL Financial LLC | 31,545 | $748.9K | 0.00% | −1,135−3.5% | Reduced |
| Susquehanna International Group, LLP | 29,630 | $703.4K | 0.00% | +29,630 | New |
| First Manhattan Co | 29,625 | $703.3K | 0.00% | −10,000−25.2% | Reduced |
| UBS Asset Management Americas Inc | 29,148 | $692.0K | 0.00% | +3,143+12.1% | Added |
| Emerald Mutual Fund Advisers Trust | 28,927 | $686.7K | 0.04% | +28,927 | New |
| Price T Rowe Associates Inc | 28,087 | $667.0K | 0.00% | +321+1.2% | Added |
| Cubist Systematic Strategies, LLC | 26,956 | $639.9K | 0.01% | −3,239−10.7% | Reduced |
| Credit Suisse AG | 26,687 | $633.5K | 0.00% | +80.0% | Added |
| Girard Partners Ltd. | 26,023 | $617.8K | 0.07% | −864−3.2% | Reduced |
| Alliancebernstein L.P. | 25,016 | $593.9K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 24,900 | $591.0K | 0.00% | 00.0% | Unchanged |
| Pacific Ridge Capital Partners, LLC | 24,730 | $587.1K | 0.14% | −150−0.6% | Reduced |
| Qube Research & Technologies Ltd | 23,782 | $564.6K | 0.00% | +23,782 | New |
| HSBC Holdings PLC | 23,399 | $550.1K | 0.00% | +23,399 | New |
| State Board of Administration of Florida Retirement System | 22,336 | $530.3K | 0.00% | 00.0% | Unchanged |
| Keybank National Association | 22,335 | $530.2K | 0.00% | −34−0.2% | Reduced |
| Algert Global LLC | 21,144 | $502.0K | 0.02% | −1,308−5.8% | Reduced |
| LSV Asset Management | 21,000 | $499.0K | 0.00% | −2,600−11.0% | Reduced |
| Truist Financial Corp | 20,766 | $493.0K | 0.00% | +20,766 | New |
| Endeavour Capital Advisors Inc | 20,678 | $490.9K | 0.22% | −362,724−94.6% | Reduced |
| Cornercap Investment Counsel Inc | 20,465 | $485.8K | 0.09% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 19,791 | $469.8K | 0.01% | +19,791 | New |
| Raymond James & Associates | 19,536 | $463.8K | 0.00% | +2,237+12.9% | Added |
| Deutsche Bank AG | 17,685 | $419.8K | 0.00% | +4,678+36.0% | Added |
| Keeley-Teton Advisors, LLC | 17,600 | $417.8K | 0.05% | +1,600+10.0% | Added |
| Tudor Investment Corp Et Al | 16,816 | $399.0K | 0.01% | −23,554−58.3% | Reduced |
| BNP Paribas Arbitrage, SA | 16,095 | $382.1K | 0.00% | +6,781+72.8% | Added |
| UBS Group AG | 16,084 | $381.8K | 0.00% | +3,607+28.9% | Added |
| Insight Advisors, LLC | 16,000 | $379.8K | 0.09% | 00.0% | Unchanged |
| Apexium Financial, LP | 15,902 | $377.5K | 0.04% | −500−3.0% | Reduced |
| New York State Common Retirement Fund | 15,220 | $361.3K | 0.00% | −5,500−26.5% | Reduced |
| MetLife Investment Management | 15,049 | $357.3K | 0.00% | 00.0% | Unchanged |
| First Hawaiian Bank | 14,644 | $347.6K | 0.01% | 00.0% | Unchanged |
| First Trust Advisors LP | 14,634 | $347.4K | 0.00% | −9,229−38.7% | Reduced |
| Thrivent Financial for Lutherans | 14,248 | $338.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 13,914 | $330.3K | 0.00% | +277+2.0% | Added |
| Bernardo Wealth Planning LLC | 13,780 | $327.2K | 0.14% | +12+0.1% | Added |
| Janus Henderson Group PLC | 13,360 | $316.8K | 0.00% | +13,360 | New |
| Mirae Asset Global Investments Co., Ltd. | 12,532 | $297.5K | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 12,522 | $297.3K | 0.00% | −12,782−50.5% | Reduced |
| Voya Investment Management LLC | 12,301 | $292.0K | 0.00% | −188−1.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 12,220 | $290.1K | 0.05% | −1,541−11.2% | Reduced |
| Commonwealth Equity Services, LLC | 11,924 | $283.0K | 0.00% | +1,017+9.3% | Added |
| Legal & General Group Plc | 11,660 | $276.8K | 0.00% | +359+3.2% | Added |
| Alberta Investment Management Corp | 11,471 | $272.3K | 0.00% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 11,465 | $272.2K | 0.00% | +11,465 | New |
| Shell Asset Management Co | 10,616 | $252.0K | 0.01% | −37−0.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 10,538 | $250.2K | 0.02% | +300+2.9% | Added |
| Public Employees Retirement Association of Colorado | 9,600 | $228.0K | 0.00% | 00.0% | Unchanged |