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 |
|---|---|---|---|---|---|
| Swiss National Bank | 64,778 | $1.13M | 0.00% | +1,700+2.7% | Added |
| Millennium Management LLC | 75,425 | $1.31M | 0.00% | +19,439+34.7% | Added |
| Bank of America Corp | 76,828 | $1.34M | 0.00% | +20,072+35.4% | Added |
| SEI Investments Co | 77,200 | $1.34M | 0.00% | +27,450+55.2% | Added |
| Two Sigma Investments, LP | 79,435 | $1.38M | 0.00% | +30,667+62.9% | Added |
| Two Sigma Advisers, LP | 87,380 | $1.52M | 0.00% | +1,600+1.9% | Added |
| First Trust Advisors LP | 89,145 | $1.55M | 0.00% | +77,396+658.7% | Added |
| JPMorgan Chase & Co | 134,872 | $2.34M | 0.00% | +3,515+2.7% | Added |
| State of New Jersey Common Pension Fund D | 158,221 | $2.75M | 0.01% | +48,922+44.8% | Added |
| Prudential Financial Inc | 179,834 | $3.13M | 0.00% | +51,000+39.6% | Added |
| Assenagon Asset Management S.A. | 180,994 | $3.15M | 0.01% | +79,472+78.3% | Added |
| Bridgeway Capital Management, LLC | 188,435 | $3.27M | 0.08% | +23,577+14.3% | Added |
| Bank of New York Mellon Corp | 194,725 | $3.38M | 0.00% | +585+0.3% | Added |
| Morgan Stanley | 195,629 | $3.40M | 0.00% | −22,840−10.5% | Reduced |
| Goldman Sachs Group Inc | 216,066 | $3.76M | 0.00% | +3,432+1.6% | Added |
| Ameriprise Financial Inc | 219,429 | $3.81M | 0.00% | −4,416−2.0% | Reduced |
| Nuveen Asset Management, LLC | 222,566 | $3.87M | 0.00% | +23,027+11.5% | Added |
| Neuberger Berman Group LLC | 264,054 | $4.59M | 0.00% | −5,138−1.9% | Reduced |
| American Century Companies Inc | 265,738 | $4.62M | 0.00% | +34,521+14.9% | Added |
| Hotchkis & Wiley Capital Management LLC | 297,600 | $5.17M | 0.02% | +11,900+4.2% | Added |
| Charles Schwab Investment Management Inc | 300,547 | $5.22M | 0.00% | +82,107+37.6% | Added |
| AQR Capital Management LLC | 329,731 | $5.73M | 0.01% | +214,572+186.3% | Added |
| Northern Trust Corp | 361,931 | $6.29M | 0.00% | +3,504+1.0% | Added |
| Leeward Investments, LLC - MA | 402,685 | $7.00M | 0.36% | −31,187−7.2% | Reduced |
| Boston Partners | 419,957 | $7.25M | 0.01% | −16,552−3.8% | Reduced |
| Univest Financial Corp | 518,498 | $9.01M | 3.01% | −1,665−0.3% | Reduced |
| Geode Capital Management, LLC | 619,499 | $10.8M | 0.00% | +30,162+5.1% | Added |
| Renaissance Technologies LLC | 699,769 | $12.2M | 0.02% | +5,300+0.8% | Added |
| State Street Corp | 851,931 | $14.8M | 0.00% | −12,704−1.5% | Reduced |
| Manufacturers Life Insurance Company, The | 1,099,925 | $19.1M | 0.01% | −329,203−23.0% | Reduced |
| Vanguard Group Inc | 1,495,117 | $26.0M | 0.00% | −64,629−4.1% | Reduced |
| Pzena Investment Management LLC | 1,536,123 | $26.7M | 0.11% | −1,644−0.1% | Reduced |
| Dimensional Fund Advisors LP | 1,977,144 | $34.4M | 0.01% | −126,682−6.0% | Reduced |
| FMR LLC | 2,556,151 | $44.4M | 0.00% | +130,584+5.4% | Added |
| BlackRock Inc. | 3,376,990 | $58.7M | 0.00% | −49,039−1.4% | Reduced |
| Bank of Montreal | 0 | $0 | 0.00% | −68,721−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −71,728−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −20,465−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −16,785−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −14,497−100.0% | Sold out |
| State Board of Administration of Florida Retirement System | 0 | $0 | 0.00% | −12,542−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −12,230−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −11,664−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −10,006−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −305−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| EA Series Trust | – | – | – | – | Not filed |
| Kistler-Tiffany Companies, LLC | – | – | – | – | Not filed |