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.
Q3 2023 vs. Q2 2023
How the institutions holding Univest Financial Corp changed between Q2 2023 and Q3 2023.
All holders in Q3 2023All holders in Q2 2023
| Measure | Q2 2023 | Of which not filed for Q3 2023 | Q3 2023 | Change |
|---|---|---|---|---|
| Holders | 139 | 2 | 135 | −2 |
| Shares | 21.6M | 32.7K | 21.6M | +44.0K (+0.2%) |
| Value | $391.3M | $590.8K | $375.8M | −$14.9M (−3.8%) |
2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (9)
Institutions that held Univest Financial Corp at the end of Q3 2023 but not at the end of Q2 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Watershed Asset Management, L.L.C. | 13,782 | $239.5K | 0.29% |
| Occudo Quantitative Strategies LP | 12,341 | $214.5K | 0.03% |
| Aigen Investment Management, LP | 11,974 | $208.1K | 0.04% |
| Trexquant Investment LP | 11,651 | $202.5K | 0.01% |
| Bailard, Inc. | 11,000 | $191.2K | 0.01% |
| Everhart Financial Group, Inc. | 10,942 | $190.2K | 0.08% |
| Qube Research & Technologies Ltd | 6,486 | $112.7K | 0.00% |
| Comerica Bank | 373 | $6.48K | 0.00% |
| First Horizon Advisors, Inc. | 89 | $1.55K | 0.00% |
Sold out (11)
Institutions that held Univest Financial Corp at the end of Q2 2023 and filed for Q3 2023 without it.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| Bank of Montreal | 68,721 | $1.40M |
| Brandywine Global Investment Management, LLC | 71,728 | $1.30M |
| Cornercap Investment Counsel Inc | 20,465 | $370.0K |
| Franklin Resources Inc | 16,785 | $303.5K |
| Susquehanna International Group, LLP | 14,497 | $262.1K |
| State Board of Administration of Florida Retirement System | 12,542 | $226.8K |
| Squarepoint Ops LLC | 12,230 | $221.1K |
| Y-Intercept (Hong Kong) Ltd | 11,664 | $210.9K |
| Balyasny Asset Management LLC | 10,006 | $180.9K |
| Point72 Middle East FZE | 305 | $5.51K |
| Crewe Advisors LLC | 8 | $145 |
Not filed for Q3 2023 yet (2)
Institutions that held Univest Financial Corp at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| EA Series Trust | 31,679 | $572.8K |
| Kistler-Tiffany Companies, LLC | 1,000 | $18.1K |