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.
Q2 2023 vs. Q1 2023
How the institutions holding Univest Financial Corp changed between Q1 2023 and Q2 2023.
All holders in Q2 2023All holders in Q1 2023
| Measure | Q1 2023 | Q2 2023 | Change |
|---|---|---|---|
| Holders | 141 | 139 | −2 |
| Shares | 21.8M | 21.6M | −158.4K (−0.7%) |
| Value | $516.5M | $391.3M | −$125.3M (−24.3%) |
New holders (17)
Institutions that held Univest Financial Corp at the end of Q2 2023 but not at the end of Q1 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Bank of Montreal | 68,721 | $1.40M | 0.00% |
| Wedge Capital Management L L P | 53,802 | $972.7K | 0.02% |
| HRT Financial LP | 49,837 | $901.0K | 0.01% |
| Empowered Funds, LLC | 31,679 | $572.8K | 0.02% |
| EA Series Trust | 31,679 | $572.8K | 0.02% |
| Franklin Resources Inc | 16,785 | $303.5K | 0.00% |
| Creative Planning | 13,368 | $241.7K | 0.00% |
| Squarepoint Ops LLC | 12,230 | $221.1K | 0.00% |
| Y-Intercept (Hong Kong) Ltd | 11,664 | $210.9K | 0.02% |
| WealthTrust Axiom LLC | 10,434 | $188.6K | 0.06% |
| Elequin Capital LP | 10,045 | $181.6K | 0.09% |
| Balyasny Asset Management LLC | 10,006 | $180.9K | 0.00% |
| Aquatic Capital Management LLC | 3,100 | $56.0K | 0.00% |
| Point72 Middle East FZE | 305 | $5.51K | 0.00% |
| Quantbot Technologies LP | 177 | $3.20K | 0.00% |
| Allworth Financial LP | 56 | $1.01K | 0.00% |
| Crewe Advisors LLC | 8 | $145 | 0.00% |
Sold out (19)
Institutions that held Univest Financial Corp at the end of Q1 2023 and filed for Q2 2023 without it.
| Institution | Shares, Q1 2023 | Value, Q1 2023 |
|---|---|---|
| Stifel Financial Corp | 57,339 | $1.36M |
| Citadel Advisors LLC | 50,530 | $1.20M |
| Qube Research & Technologies Ltd | 23,782 | $564.6K |
| Algert Global LLC | 21,144 | $502.0K |
| Tudor Investment Corp Et Al | 16,816 | $399.0K |
| Campbell & CO Investment Adviser LLC | 12,220 | $290.1K |
| Alberta Investment Management Corp | 11,471 | $272.3K |
| Occudo Quantitative Strategies LP | 8,727 | $207.2K |
| Snowden Capital Advisors LLC | 8,636 | $205.0K |
| Arizona State Retirement System | 8,473 | $201.1K |
| River Oaks Capital LLC | 3,800 | $90.2K |
| Cary Street Partners Asset Management LLC | 1,650 | $39.2K |
| TCI Wealth Advisors, Inc. | 421 | $9.99K |
| Costello Asset Management, INC | 250 | $5.93K |
| Manchester Capital Management LLC | 65 | $1.54K |
| International Assets Investment Management, LLC | 52 | $1.23K |
| First Horizon Advisors, Inc. | 35 | $831 |
| Farther Finance Advisors, LLC | 24 | $570 |
| Russell Investments Group, Ltd. | 14 | $332 |