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 |
|---|---|---|---|---|---|
| Logan Capital Management Inc | 50,427 | $911.7K | 0.04% | 00.0% | Unchanged |
| Invesco Ltd. | 51,643 | $933.7K | 0.00% | −5,441−9.5% | Reduced |
| Wedge Capital Management L L P | 53,802 | $972.7K | 0.02% | +53,802 | New |
| Millennium Management LLC | 55,986 | $1.01M | 0.00% | −210,079−79.0% | Reduced |
| Bank of America Corp | 56,756 | $1.03M | 0.00% | −10,115−15.1% | Reduced |
| Barclays PLC | 62,588 | $1.13M | 0.00% | +4,162+7.1% | Added |
| Swiss National Bank | 63,078 | $1.14M | 0.00% | 00.0% | Unchanged |
| Brandywine Global Investment Management, LLC | 71,728 | $1.30M | 0.01% | 00.0% | Unchanged |
| Bank of Montreal | 68,721 | $1.40M | 0.00% | +68,721 | New |
| Two Sigma Advisers, LP | 85,780 | $1.55M | 0.00% | −1,800−2.1% | Reduced |
| Assenagon Asset Management S.A. | 101,522 | $1.84M | 0.01% | +18,250+21.9% | Added |
| State of New Jersey Common Pension Fund D | 109,299 | $1.98M | 0.01% | +26,595+32.2% | Added |
| AQR Capital Management LLC | 115,159 | $2.08M | 0.00% | −43,836−27.6% | Reduced |
| Prudential Financial Inc | 128,834 | $2.33M | 0.00% | +25,600+24.8% | Added |
| JPMorgan Chase & Co | 131,357 | $2.37M | 0.00% | +4,658+3.7% | Added |
| Allspring Global Investments Holdings, LLC | 151,289 | $2.74M | 0.00% | −180,568−54.4% | Reduced |
| Bridgeway Capital Management, LLC | 164,858 | $2.98M | 0.07% | −80,346−32.8% | Reduced |
| Bank of New York Mellon Corp | 194,140 | $3.51M | 0.00% | −4,518−2.3% | Reduced |
| Nuveen Asset Management, LLC | 199,539 | $3.61M | 0.00% | +10,530+5.6% | Added |
| Goldman Sachs Group Inc | 212,634 | $3.84M | 0.00% | +12,822+6.4% | Added |
| Charles Schwab Investment Management Inc | 218,440 | $3.95M | 0.00% | +1,762+0.8% | Added |
| Morgan Stanley | 218,469 | $3.95M | 0.00% | −47,690−17.9% | Reduced |
| Ameriprise Financial Inc | 223,845 | $4.05M | 0.00% | +8,565+4.0% | Added |
| American Century Companies Inc | 231,217 | $4.18M | 0.00% | +10,517+4.8% | Added |
| Neuberger Berman Group LLC | 269,192 | $4.87M | 0.00% | +6,604+2.5% | Added |
| Hotchkis & Wiley Capital Management LLC | 285,700 | $5.17M | 0.02% | +90,430+46.3% | Added |
| Northern Trust Corp | 358,427 | $6.48M | 0.00% | +8,645+2.5% | Added |
| Leeward Investments, LLC - MA | 433,872 | $7.84M | 0.37% | −11,409−2.6% | Reduced |
| Boston Partners | 436,509 | $8.02M | 0.01% | −12,461−2.8% | Reduced |
| Univest Financial Corp | 520,163 | $9.40M | 2.85% | +24,342+4.9% | Added |
| Geode Capital Management, LLC | 589,337 | $10.7M | 0.00% | +24,711+4.4% | Added |
| Renaissance Technologies LLC | 694,469 | $12.6M | 0.02% | +18,380+2.7% | Added |
| State Street Corp | 864,635 | $15.6M | 0.00% | +31,217+3.7% | Added |
| Manufacturers Life Insurance Company, The | 1,429,128 | $25.8M | 0.01% | +57,952+4.2% | Added |
| Pzena Investment Management LLC | 1,537,767 | $27.8M | 0.12% | −23,479−1.5% | Reduced |
| Vanguard Group Inc | 1,559,746 | $28.2M | 0.00% | +2,819+0.2% | Added |
| Dimensional Fund Advisors LP | 2,103,826 | $38.0M | 0.01% | −107,600−4.9% | Reduced |
| FMR LLC | 2,425,567 | $43.9M | 0.00% | +75,516+3.2% | Added |
| BlackRock Inc. | 3,426,029 | $61.9M | 0.00% | +30,972+0.9% | Added |
| Stifel Financial Corp | 0 | $0 | 0.00% | −57,339−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −50,530−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −23,782−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −21,144−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −16,816−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −12,220−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −11,471−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −8,727−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −8,636−100.0% | Sold out |
| Arizona State Retirement System | 0 | $0 | 0.00% | −8,473−100.0% | Sold out |
| River Oaks Capital LLC | 0 | $0 | 0.00% | −3,800−100.0% | Sold out |
| Cary Street Partners Asset Management LLC | 0 | $0 | 0.00% | −1,650−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −421−100.0% | Sold out |
| Costello Asset Management, INC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Farther Finance Advisors, LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −14−100.0% | Sold out |