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 2023
Institutional positions in Univest Financial Corp as of Jun 30, 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
- 139
- −2 vs. Q1 2023
- Shares held
- 21.6M
- −158.4K (−0.7%) vs. Q1 2023
- Total value
- $391.3M
- −$125.3M (−24.3%) vs. Q1 2023
- New holders
- 17
- 53 more added
- Sold out
- 19
- 42 more reduced
Compare with Q1 2023: 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 2023
Shares, value and share of portfolio for each institution holding Univest Financial Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 3,426,029 | $61.9M | 0.00% | +30,972+0.9% | Added |
| FMR LLC | 2,425,567 | $43.9M | 0.00% | +75,516+3.2% | Added |
| Dimensional Fund Advisors LP | 2,103,826 | $38.0M | 0.01% | −107,600−4.9% | Reduced |
| Vanguard Group Inc | 1,559,746 | $28.2M | 0.00% | +2,819+0.2% | Added |
| Pzena Investment Management LLC | 1,537,767 | $27.8M | 0.12% | −23,479−1.5% | Reduced |
| Manufacturers Life Insurance Company, The | 1,429,128 | $25.8M | 0.01% | +57,952+4.2% | Added |
| State Street Corp | 864,635 | $15.6M | 0.00% | +31,217+3.7% | Added |
| Renaissance Technologies LLC | 694,469 | $12.6M | 0.02% | +18,380+2.7% | Added |
| Geode Capital Management, LLC | 589,337 | $10.7M | 0.00% | +24,711+4.4% | Added |
| Univest Financial Corp | 520,163 | $9.40M | 2.85% | +24,342+4.9% | Added |
| Boston Partners | 436,509 | $8.02M | 0.01% | −12,461−2.8% | Reduced |
| Leeward Investments, LLC - MA | 433,872 | $7.84M | 0.37% | −11,409−2.6% | Reduced |
| Northern Trust Corp | 358,427 | $6.48M | 0.00% | +8,645+2.5% | Added |
| Hotchkis & Wiley Capital Management LLC | 285,700 | $5.17M | 0.02% | +90,430+46.3% | Added |
| Neuberger Berman Group LLC | 269,192 | $4.87M | 0.00% | +6,604+2.5% | Added |
| American Century Companies Inc | 231,217 | $4.18M | 0.00% | +10,517+4.8% | Added |
| Ameriprise Financial Inc | 223,845 | $4.05M | 0.00% | +8,565+4.0% | Added |
| Morgan Stanley | 218,469 | $3.95M | 0.00% | −47,690−17.9% | Reduced |
| Charles Schwab Investment Management Inc | 218,440 | $3.95M | 0.00% | +1,762+0.8% | Added |
| Goldman Sachs Group Inc | 212,634 | $3.84M | 0.00% | +12,822+6.4% | Added |
| Nuveen Asset Management, LLC | 199,539 | $3.61M | 0.00% | +10,530+5.6% | Added |
| Bank of New York Mellon Corp | 194,140 | $3.51M | 0.00% | −4,518−2.3% | Reduced |
| Bridgeway Capital Management, LLC | 164,858 | $2.98M | 0.07% | −80,346−32.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 151,289 | $2.74M | 0.00% | −180,568−54.4% | Reduced |
| JPMorgan Chase & Co | 131,357 | $2.37M | 0.00% | +4,658+3.7% | Added |
| Prudential Financial Inc | 128,834 | $2.33M | 0.00% | +25,600+24.8% | Added |
| AQR Capital Management LLC | 115,159 | $2.08M | 0.00% | −43,836−27.6% | Reduced |
| State of New Jersey Common Pension Fund D | 109,299 | $1.98M | 0.01% | +26,595+32.2% | Added |
| Assenagon Asset Management S.A. | 101,522 | $1.84M | 0.01% | +18,250+21.9% | Added |
| Two Sigma Advisers, LP | 85,780 | $1.55M | 0.00% | −1,800−2.1% | Reduced |
| Bank of Montreal | 68,721 | $1.40M | 0.00% | +68,721 | New |
| Brandywine Global Investment Management, LLC | 71,728 | $1.30M | 0.01% | 00.0% | Unchanged |
| Swiss National Bank | 63,078 | $1.14M | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 62,588 | $1.13M | 0.00% | +4,162+7.1% | Added |
| Bank of America Corp | 56,756 | $1.03M | 0.00% | −10,115−15.1% | Reduced |
| Millennium Management LLC | 55,986 | $1.01M | 0.00% | −210,079−79.0% | Reduced |
| Wedge Capital Management L L P | 53,802 | $972.7K | 0.02% | +53,802 | New |
| Invesco Ltd. | 51,643 | $933.7K | 0.00% | −5,441−9.5% | Reduced |
| Logan Capital Management Inc | 50,427 | $911.7K | 0.04% | 00.0% | Unchanged |
| HRT Financial LP | 49,837 | $901.0K | 0.01% | +49,837 | New |
| SEI Investments Co | 49,750 | $899.5K | 0.00% | −15,649−23.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 49,747 | $899.0K | 0.00% | +873+1.8% | Added |
| Two Sigma Investments, LP | 48,768 | $881.7K | 0.00% | −8,839−15.3% | Reduced |
| Rhumbline Advisers | 48,458 | $876.1K | 0.00% | +218+0.5% | Added |
| Pacific Ridge Capital Partners, LLC | 47,195 | $853.3K | 0.19% | +22,465+90.8% | Added |
| Victory Capital Management Inc | 44,235 | $799.8K | 0.00% | −4,147−8.6% | Reduced |
| IVC Wealth Advisors LLC | 40,987 | $741.0K | 0.47% | +250+0.6% | Added |
| Los Angeles Capital Management LLC | 40,755 | $736.9K | 0.00% | −1,182−2.8% | Reduced |
| Thrivent Financial for Lutherans | 40,371 | $730.0K | 0.00% | +26,123+183.3% | Added |
| Teacher Retirement System of Texas | 38,635 | $699.0K | 0.00% | +2,660+7.4% | Added |
| UBS Asset Management Americas Inc | 29,148 | $692.0K | 0.00% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 37,949 | $686.1K | 0.17% | −15,863−29.5% | Reduced |
| California State Teachers Retirement System | 34,728 | $627.9K | 0.00% | −1,680−4.6% | Reduced |
| BLB&B Advisors, LLC | 33,161 | $599.5K | 0.04% | −23−0.1% | Reduced |
| Price T Rowe Associates Inc | 32,150 | $582.0K | 0.00% | +4,063+14.5% | Added |
| Empowered Funds, LLC | 31,679 | $572.8K | 0.02% | +31,679 | New |
| EA Series Trust | 31,679 | $572.8K | 0.02% | +31,679 | New |
| LPL Financial LLC | 31,618 | $571.7K | 0.00% | +73+0.2% | Added |
| Credit Suisse AG | 30,433 | $550.2K | 0.00% | +3,746+14.0% | Added |
| D. E. Shaw & Co., Inc. | 30,286 | $547.6K | 0.00% | +17,764+141.9% | Added |
| Cubist Systematic Strategies, LLC | 30,140 | $544.9K | 0.01% | +3,184+11.8% | Added |
| First Manhattan Co | 29,625 | $535.6K | 0.00% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 28,927 | $523.0K | 0.03% | 00.0% | Unchanged |
| STRS Ohio | 28,500 | $515.0K | 0.00% | +3,600+14.5% | Added |
| Girard Partners Ltd. | 26,967 | $487.6K | 0.05% | +944+3.6% | Added |
| Alliancebernstein L.P. | 26,056 | $471.1K | 0.00% | +1,040+4.2% | Added |
| Raymond James & Associates | 24,577 | $444.4K | 0.00% | +5,041+25.8% | Added |
| Keybank National Association | 22,281 | $402.8K | 0.00% | −54−0.2% | Reduced |
| Rafferty Asset Management, LLC | 21,477 | $388.3K | 0.00% | +10,012+87.3% | Added |
| Citigroup Inc | 21,309 | $385.3K | 0.00% | +20,521+2,604.2% | Added |
| LSV Asset Management | 21,000 | $380.0K | 0.00% | 00.0% | Unchanged |
| Endeavour Capital Advisors Inc | 20,678 | $373.9K | 0.16% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 20,465 | $370.0K | 0.06% | 00.0% | Unchanged |
| Legal & General Group Plc | 19,295 | $348.9K | 0.00% | +7,635+65.5% | Added |
| Martingale Asset Management L P | 18,317 | $331.2K | 0.01% | −40,998−69.1% | Reduced |
| Keeley-Teton Advisors, LLC | 17,600 | $318.2K | 0.04% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 17,360 | $313.9K | 0.00% | −2,431−12.3% | Reduced |
| Franklin Resources Inc | 16,785 | $303.5K | 0.00% | +16,785 | New |
| UBS Group AG | 16,621 | $300.5K | 0.00% | +537+3.3% | Added |
| Truist Financial Corp | 16,330 | $295.2K | 0.00% | −4,436−21.4% | Reduced |
| Insight Advisors, LLC | 16,000 | $289.3K | 0.06% | 00.0% | Unchanged |
| Apexium Financial, LP | 15,052 | $272.1K | 0.02% | −850−5.3% | Reduced |
| MetLife Investment Management | 15,049 | $272.1K | 0.00% | 00.0% | Unchanged |
| First Hawaiian Bank | 14,644 | $264.8K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 14,497 | $262.1K | 0.00% | −15,133−51.1% | Reduced |
| Wells Fargo & Company | 14,261 | $257.8K | 0.00% | +5,373+60.5% | Added |
| American International Group, Inc. | 13,968 | $252.5K | 0.00% | +54+0.4% | Added |
| Creative Planning | 13,368 | $241.7K | 0.00% | +13,368 | New |
| Janus Henderson Group PLC | 13,349 | $241.1K | 0.00% | −11−0.1% | Reduced |
| Voya Investment Management LLC | 13,089 | $236.6K | 0.00% | +788+6.4% | Added |
| New York State Common Retirement Fund | 12,898 | $233.2K | 0.00% | −2,322−15.3% | Reduced |
| HSBC Holdings PLC | 12,766 | $232.5K | 0.00% | −10,633−45.4% | Reduced |
| Deutsche Bank AG | 12,711 | $229.8K | 0.00% | −4,974−28.1% | Reduced |
| State Board of Administration of Florida Retirement System | 12,542 | $226.8K | 0.00% | −9,794−43.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 12,532 | $226.6K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 12,230 | $221.1K | 0.00% | +12,230 | New |
| Commonwealth Equity Services, LLC | 11,925 | $216.0K | 0.00% | +10.0% | Added |
| First Trust Advisors LP | 11,749 | $212.4K | 0.00% | −2,885−19.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 11,664 | $210.9K | 0.02% | +11,664 | New |
| Bernardo Wealth Planning LLC | 11,049 | $199.8K | 0.08% | −2,731−19.8% | Reduced |