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, Q3 2023
Institutional positions in Univest Financial Corp as of Sep 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
- 135
- −2 vs. Q2 2023
- Shares held
- 21.6M
- +44.0K (+0.2%) vs. Q2 2023
- Total value
- $375.8M
- −$14.9M (−3.8%) vs. Q2 2023
- New holders
- 9
- 61 more added
- Sold out
- 11
- 41 more reduced
2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Univest Financial Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 3,376,990 | $58.7M | 0.00% | −49,039−1.4% | Reduced |
| FMR LLC | 2,556,151 | $44.4M | 0.00% | +130,584+5.4% | Added |
| Dimensional Fund Advisors LP | 1,977,144 | $34.4M | 0.01% | −126,682−6.0% | Reduced |
| Pzena Investment Management LLC | 1,536,123 | $26.7M | 0.11% | −1,644−0.1% | Reduced |
| Vanguard Group Inc | 1,495,117 | $26.0M | 0.00% | −64,629−4.1% | Reduced |
| Manufacturers Life Insurance Company, The | 1,099,925 | $19.1M | 0.01% | −329,203−23.0% | Reduced |
| State Street Corp | 851,931 | $14.8M | 0.00% | −12,704−1.5% | Reduced |
| Renaissance Technologies LLC | 699,769 | $12.2M | 0.02% | +5,300+0.8% | Added |
| Geode Capital Management, LLC | 619,499 | $10.8M | 0.00% | +30,162+5.1% | Added |
| Univest Financial Corp | 518,498 | $9.01M | 3.01% | −1,665−0.3% | Reduced |
| Boston Partners | 419,957 | $7.25M | 0.01% | −16,552−3.8% | Reduced |
| Leeward Investments, LLC - MA | 402,685 | $7.00M | 0.36% | −31,187−7.2% | Reduced |
| Northern Trust Corp | 361,931 | $6.29M | 0.00% | +3,504+1.0% | Added |
| AQR Capital Management LLC | 329,731 | $5.73M | 0.01% | +214,572+186.3% | Added |
| Charles Schwab Investment Management Inc | 300,547 | $5.22M | 0.00% | +82,107+37.6% | Added |
| Hotchkis & Wiley Capital Management LLC | 297,600 | $5.17M | 0.02% | +11,900+4.2% | Added |
| American Century Companies Inc | 265,738 | $4.62M | 0.00% | +34,521+14.9% | Added |
| Neuberger Berman Group LLC | 264,054 | $4.59M | 0.00% | −5,138−1.9% | Reduced |
| Nuveen Asset Management, LLC | 222,566 | $3.87M | 0.00% | +23,027+11.5% | Added |
| Ameriprise Financial Inc | 219,429 | $3.81M | 0.00% | −4,416−2.0% | Reduced |
| Goldman Sachs Group Inc | 216,066 | $3.76M | 0.00% | +3,432+1.6% | Added |
| Morgan Stanley | 195,629 | $3.40M | 0.00% | −22,840−10.5% | Reduced |
| Bank of New York Mellon Corp | 194,725 | $3.38M | 0.00% | +585+0.3% | Added |
| Bridgeway Capital Management, LLC | 188,435 | $3.27M | 0.08% | +23,577+14.3% | Added |
| Assenagon Asset Management S.A. | 180,994 | $3.15M | 0.01% | +79,472+78.3% | Added |
| Prudential Financial Inc | 179,834 | $3.13M | 0.00% | +51,000+39.6% | Added |
| State of New Jersey Common Pension Fund D | 158,221 | $2.75M | 0.01% | +48,922+44.8% | Added |
| JPMorgan Chase & Co | 134,872 | $2.34M | 0.00% | +3,515+2.7% | Added |
| First Trust Advisors LP | 89,145 | $1.55M | 0.00% | +77,396+658.7% | Added |
| Two Sigma Advisers, LP | 87,380 | $1.52M | 0.00% | +1,600+1.9% | Added |
| Two Sigma Investments, LP | 79,435 | $1.38M | 0.00% | +30,667+62.9% | Added |
| SEI Investments Co | 77,200 | $1.34M | 0.00% | +27,450+55.2% | Added |
| Bank of America Corp | 76,828 | $1.34M | 0.00% | +20,072+35.4% | Added |
| Millennium Management LLC | 75,425 | $1.31M | 0.00% | +19,439+34.7% | Added |
| Swiss National Bank | 64,778 | $1.13M | 0.00% | +1,700+2.7% | Added |
| Barclays PLC | 64,598 | $1.12M | 0.00% | +2,010+3.2% | Added |
| Thrivent Financial for Lutherans | 61,784 | $1.07M | 0.00% | +21,413+53.0% | Added |
| Empowered Funds, LLC | 55,256 | $960.3K | 0.03% | +23,577+74.4% | Added |
| D. E. Shaw & Co., Inc. | 53,613 | $931.8K | 0.00% | +23,327+77.0% | Added |
| Arrowstreet Capital, Limited Partnership | 52,780 | $917.0K | 0.00% | +3,033+6.1% | Added |
| Invesco Ltd. | 51,979 | $903.4K | 0.00% | +336+0.7% | Added |
| Logan Capital Management Inc | 50,427 | $876.4K | 0.04% | 00.0% | Unchanged |
| Endeavour Capital Advisors Inc | 48,418 | $841.5K | 0.34% | +27,740+134.2% | Added |
| Rhumbline Advisers | 48,147 | $836.8K | 0.00% | −311−0.6% | Reduced |
| Pacific Ridge Capital Partners, LLC | 47,055 | $817.8K | 0.19% | −140−0.3% | Reduced |
| Victory Capital Management Inc | 41,893 | $728.1K | 0.00% | −2,342−5.3% | Reduced |
| Price T Rowe Associates Inc | 41,121 | $715.0K | 0.00% | +8,971+27.9% | Added |
| IVC Wealth Advisors LLC | 40,987 | $712.4K | 0.48% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 40,755 | $708.3K | 0.00% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 38,096 | $662.1K | 0.11% | +147+0.4% | Added |
| Teacher Retirement System of Texas | 35,457 | $616.0K | 0.00% | −3,178−8.2% | Reduced |
| Cubist Systematic Strategies, LLC | 34,271 | $595.6K | 0.01% | +4,131+13.7% | Added |
| STRS Ohio | 34,200 | $594.0K | 0.00% | +5,700+20.0% | Added |
| Legal & General Group Plc | 33,581 | $583.6K | 0.00% | +14,286+74.0% | Added |
| BLB&B Advisors, LLC | 33,162 | $576.4K | 0.04% | +10.0% | Added |
| Martingale Asset Management L P | 32,916 | $572.1K | 0.01% | +14,599+79.7% | Added |
| California State Teachers Retirement System | 32,401 | $563.1K | 0.00% | −2,327−6.7% | Reduced |
| LPL Financial LLC | 32,047 | $557.0K | 0.00% | +429+1.4% | Added |
| HRT Financial LP | 32,000 | $556.0K | 0.01% | −17,837−35.8% | Reduced |
| UBS Asset Management Americas Inc | 29,148 | $506.6K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 29,047 | $504.8K | 0.00% | −578−2.0% | Reduced |
| Emerald Mutual Fund Advisers Trust | 28,927 | $502.8K | 0.03% | 00.0% | Unchanged |
| Credit Suisse AG | 28,868 | $501.7K | 0.00% | −1,565−5.1% | Reduced |
| Girard Partners Ltd. | 26,967 | $468.7K | 0.05% | 00.0% | Unchanged |
| Raymond James & Associates | 26,519 | $460.9K | 0.00% | +1,942+7.9% | Added |
| Alliancebernstein L.P. | 26,056 | $452.9K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 25,787 | $448.2K | 0.00% | +9,166+55.1% | Added |
| BNP Paribas Arbitrage, SA | 23,399 | $406.7K | 0.00% | +15,742+205.6% | Added |
| Keybank National Association | 22,291 | $387.4K | 0.00% | +100.0% | Added |
| Wedge Capital Management L L P | 21,120 | $367.1K | 0.01% | −32,682−60.7% | Reduced |
| LSV Asset Management | 21,000 | $365.0K | 0.00% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 17,752 | $308.5K | 0.00% | −3,725−17.3% | Reduced |
| Keeley-Teton Advisors, LLC | 17,600 | $305.9K | 0.04% | 00.0% | Unchanged |
| Insight Advisors, LLC | 16,250 | $282.4K | 0.06% | +250+1.6% | Added |
| MetLife Investment Management | 15,049 | $261.6K | 0.00% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 14,998 | $260.7K | 0.00% | −2,362−13.6% | Reduced |
| Apexium Financial, LP | 14,852 | $258.1K | 0.03% | −200−1.3% | Reduced |
| First Hawaiian Bank | 14,644 | $254.5K | 0.01% | 00.0% | Unchanged |
| American International Group, Inc. | 14,483 | $251.7K | 0.00% | +515+3.7% | Added |
| Truist Financial Corp | 13,804 | $239.9K | 0.00% | −2,526−15.5% | Reduced |
| Watershed Asset Management, L.L.C. | 13,782 | $239.5K | 0.29% | +13,782 | New |
| Voya Investment Management LLC | 13,449 | $233.7K | 0.00% | +360+2.8% | Added |
| Janus Henderson Group PLC | 13,351 | $231.9K | 0.00% | +20.0% | Added |
| New York State Common Retirement Fund | 12,911 | $224.4K | 0.00% | +13+0.1% | Added |
| Creative Planning | 12,829 | $223.0K | 0.00% | −539−4.0% | Reduced |
| Deutsche Bank AG | 12,711 | $220.9K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 12,532 | $217.8K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 12,514 | $217.4K | 0.00% | −252−2.0% | Reduced |
| Occudo Quantitative Strategies LP | 12,341 | $214.5K | 0.03% | +12,341 | New |
| Cary Street Partner Investment Advisory LLC | 12,188 | $211.8K | 0.01% | +1,650+15.7% | Added |
| Aigen Investment Management, LP | 11,974 | $208.1K | 0.04% | +11,974 | New |
| Commonwealth Equity Services, LLC | 11,926 | $207.0K | 0.00% | +10.0% | Added |
| Trexquant Investment LP | 11,651 | $202.5K | 0.01% | +11,651 | New |
| Bailard, Inc. | 11,000 | $191.2K | 0.01% | +11,000 | New |
| Everhart Financial Group, Inc. | 10,942 | $190.2K | 0.08% | +10,942 | New |
| Wells Fargo & Company | 10,779 | $187.3K | 0.00% | −3,482−24.4% | Reduced |
| Shell Asset Management Co | 10,392 | $181.0K | 0.01% | −163−1.5% | Reduced |
| WealthTrust Axiom LLC | 10,227 | $177.7K | 0.06% | −207−2.0% | Reduced |
| Bernardo Wealth Planning LLC | 10,085 | $175.3K | 0.07% | −964−8.7% | Reduced |
| Citigroup Inc | 9,619 | $167.2K | 0.00% | −11,690−54.9% | Reduced |