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, Q4 2023
Institutional positions in Univest Financial Corp as of Dec 31, 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
- 142
- +7 vs. Q3 2023
- Shares held
- 22.1M
- +479.4K (+2.2%) vs. Q3 2023
- Total value
- $486.9M
- +$111.1M (+29.6%) vs. Q3 2023
- New holders
- 18
- 52 more added
- Sold out
- 11
- 45 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Univest Financial Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 3,493,714 | $77.0M | 0.00% | +116,724+3.5% | Added |
| FMR LLC | 2,644,409 | $58.3M | 0.00% | +88,258+3.5% | Added |
| Dimensional Fund Advisors LP | 1,957,085 | $43.1M | 0.01% | −20,059−1.0% | Reduced |
| Vanguard Group Inc | 1,551,906 | $34.2M | 0.00% | +56,789+3.8% | Added |
| Pzena Investment Management LLC | 1,458,921 | $32.1M | 0.12% | −77,202−5.0% | Reduced |
| Manufacturers Life Insurance Company, The | 1,197,934 | $26.4M | 0.02% | +98,009+8.9% | Added |
| State Street Corp | 887,954 | $19.6M | 0.00% | +36,023+4.2% | Added |
| Renaissance Technologies LLC | 671,089 | $14.8M | 0.02% | −28,680−4.1% | Reduced |
| Geode Capital Management, LLC | 648,125 | $14.3M | 0.00% | +28,626+4.6% | Added |
| Boston Partners | 439,664 | $9.59M | 0.01% | +19,707+4.7% | Added |
| Univest Financial Corp | 435,164 | $9.59M | 2.84% | −83,334−16.1% | Reduced |
| Leeward Investments, LLC - MA | 399,852 | $8.81M | 0.41% | −2,833−0.7% | Reduced |
| AQR Capital Management LLC | 377,377 | $8.31M | 0.02% | +47,646+14.4% | Added |
| Northern Trust Corp | 366,218 | $8.07M | 0.00% | +4,287+1.2% | Added |
| American Century Companies Inc | 321,483 | $7.08M | 0.00% | +55,745+21.0% | Added |
| Charles Schwab Investment Management Inc | 303,331 | $6.68M | 0.00% | +2,784+0.9% | Added |
| Hotchkis & Wiley Capital Management LLC | 303,200 | $6.68M | 0.02% | +5,600+1.9% | Added |
| Morgan Stanley | 274,881 | $6.06M | 0.00% | +79,252+40.5% | Added |
| Nuveen Asset Management, LLC | 235,541 | $5.19M | 0.00% | +12,975+5.8% | Added |
| Neuberger Berman Group LLC | 233,098 | $5.14M | 0.00% | −30,956−11.7% | Reduced |
| Goldman Sachs Group Inc | 215,125 | $4.74M | 0.00% | −941−0.4% | Reduced |
| Bridgeway Capital Management, LLC | 209,755 | $4.62M | 0.10% | +21,320+11.3% | Added |
| Royce & Associates LP | 207,841 | $4.58M | 0.04% | +207,841 | New |
| Ameriprise Financial Inc | 178,351 | $3.93M | 0.00% | −41,078−18.7% | Reduced |
| Bank of New York Mellon Corp | 178,334 | $3.93M | 0.00% | −16,391−8.4% | Reduced |
| Assenagon Asset Management S.A. | 177,039 | $3.90M | 0.01% | −3,955−2.2% | Reduced |
| State of New Jersey Common Pension Fund D | 135,564 | $2.99M | 0.01% | −22,657−14.3% | Reduced |
| Prudential Financial Inc | 124,324 | $2.74M | 0.00% | −55,510−30.9% | Reduced |
| First Trust Advisors LP | 96,358 | $2.12M | 0.00% | +7,213+8.1% | Added |
| Bank of America Corp | 94,355 | $2.08M | 0.00% | +17,527+22.8% | Added |
| SEI Investments Co | 92,760 | $2.04M | 0.00% | +15,560+20.2% | Added |
| Two Sigma Advisers, LP | 78,580 | $1.73M | 0.00% | −8,800−10.1% | Reduced |
| Endeavour Capital Advisors Inc | 76,766 | $1.69M | 0.57% | +28,348+58.5% | Added |
| Empowered Funds, LLC | 76,576 | $1.69M | 0.04% | +21,320+38.6% | Added |
| Barclays PLC | 74,168 | $1.63M | 0.00% | +9,570+14.8% | Added |
| JPMorgan Chase & Co | 60,051 | $1.32M | 0.00% | −74,821−55.5% | Reduced |
| Swiss National Bank | 58,078 | $1.28M | 0.00% | −6,700−10.3% | Reduced |
| Invesco Ltd. | 54,984 | $1.21M | 0.00% | +3,005+5.8% | Added |
| Thrivent Financial for Lutherans | 53,389 | $1.18M | 0.00% | −8,395−13.6% | Reduced |
| Logan Capital Management Inc | 50,427 | $1.11M | 0.05% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 50,392 | $1.11M | 0.00% | −2,388−4.5% | Reduced |
| Victory Capital Management Inc | 47,800 | $1.05M | 0.00% | +5,907+14.1% | Added |
| Pacific Ridge Capital Partners, LLC | 47,055 | $1.04M | 0.21% | 00.0% | Unchanged |
| UBS Group AG | 46,899 | $1.03M | 0.00% | +21,112+81.9% | Added |
| Rhumbline Advisers | 45,994 | $1.01M | 0.00% | −2,153−4.5% | Reduced |
| Price T Rowe Associates Inc | 45,437 | $1.00M | 0.00% | +4,316+10.5% | Added |
| Los Angeles Capital Management LLC | 40,755 | $897.8K | 0.00% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 40,737 | $897.4K | 0.56% | −250−0.6% | Reduced |
| Two Sigma Investments, LP | 40,183 | $885.2K | 0.00% | −39,252−49.4% | Reduced |
| Compass Ion Advisors, LLC | 38,238 | $842.4K | 0.13% | +142+0.4% | Added |
| Keybank National Association | 35,541 | $783.0K | 0.00% | +13,250+59.4% | Added |
| Legal & General Group Plc | 33,581 | $739.8K | 0.00% | 00.0% | Unchanged |
| Bailard, Inc. | 33,400 | $735.8K | 0.02% | +22,400+203.6% | Added |
| BLB&B Advisors, LLC | 33,163 | $730.6K | 0.05% | +10.0% | Added |
| LPL Financial LLC | 33,046 | $728.0K | 0.00% | +999+3.1% | Added |
| Creative Planning | 31,364 | $690.9K | 0.00% | +18,535+144.5% | Added |
| California State Teachers Retirement System | 31,028 | $683.5K | 0.00% | −1,373−4.2% | Reduced |
| Raymond James & Associates | 30,774 | $678.0K | 0.00% | +4,255+16.0% | Added |
| HRT Financial LP | 30,323 | $668.0K | 0.00% | −1,677−5.2% | Reduced |
| STRS Ohio | 29,600 | $652.0K | 0.00% | −4,600−13.5% | Reduced |
| UBS Asset Management Americas Inc | 29,148 | $642.1K | 0.00% | 00.0% | Unchanged |
| Credit Suisse AG | 27,489 | $605.6K | 0.00% | −1,379−4.8% | Reduced |
| Smartleaf Asset Management LLC | 27,020 | $602.6K | 0.16% | +27,020 | New |
| Teacher Retirement System of Texas | 27,335 | $602.0K | 0.00% | −8,122−22.9% | Reduced |
| Girard Partners Ltd. | 26,967 | $594.1K | 0.06% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 26,056 | $574.0K | 0.00% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 25,459 | $560.9K | 0.00% | +7,707+43.4% | Added |
| Citigroup Inc | 24,728 | $544.8K | 0.00% | +15,109+157.1% | Added |
| Wedge Capital Management L L P | 23,568 | $519.2K | 0.01% | +2,448+11.6% | Added |
| Tudor Investment Corp Et Al | 22,758 | $501.4K | 0.01% | +22,758 | New |
| LSV Asset Management | 21,000 | $463.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 17,970 | $395.9K | 0.00% | +17,970 | New |
| Citadel Advisors LLC | 17,822 | $392.6K | 0.00% | +17,822 | New |
| BNP Paribas Arbitrage, SA | 17,804 | $392.2K | 0.00% | −5,595−23.9% | Reduced |
| First Manhattan Co | 17,789 | $391.9K | 0.00% | −11,258−38.8% | Reduced |
| Keeley-Teton Advisors, LLC | 17,600 | $387.7K | 0.05% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 17,137 | $377.5K | 0.00% | −17,134−50.0% | Reduced |
| Emerald Mutual Fund Advisers Trust | 17,077 | $376.2K | 0.02% | −11,850−41.0% | Reduced |
| Insight Advisors, LLC | 16,250 | $358.0K | 0.08% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 15,594 | $343.5K | 0.00% | +15,594 | New |
| MetLife Investment Management | 15,049 | $331.5K | 0.00% | 00.0% | Unchanged |
| Apexium Financial, LP | 14,852 | $327.2K | 0.02% | 00.0% | Unchanged |
| Jane Street Group, LLC | 14,734 | $324.6K | 0.00% | +14,734 | New |
| New York Life Investment Management LLC | 14,661 | $323.0K | 0.00% | −337−2.2% | Reduced |
| First Hawaiian Bank | 14,644 | $322.6K | 0.01% | 00.0% | Unchanged |
| American International Group, Inc. | 14,425 | $317.8K | 0.00% | −58−0.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 14,376 | $316.7K | 0.03% | +14,376 | New |
| D. E. Shaw & Co., Inc. | 13,690 | $301.6K | 0.00% | −39,923−74.5% | Reduced |
| Voya Investment Management LLC | 13,393 | $295.0K | 0.00% | −56−0.4% | Reduced |
| Janus Henderson Group PLC | 13,327 | $293.5K | 0.00% | −24−0.2% | Reduced |
| New York State Common Retirement Fund | 12,921 | $284.6K | 0.00% | +10+0.1% | Added |
| Deutsche Bank AG | 12,711 | $280.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 12,543 | $276.3K | 0.00% | +1,764+16.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 12,532 | $276.1K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 11,988 | $264.1K | 0.01% | −200−1.6% | Reduced |
| Commonwealth Equity Services, LLC | 11,837 | $261.0K | 0.00% | −89−0.7% | Reduced |
| Aigen Investment Management, LP | 11,724 | $258.3K | 0.05% | −250−2.1% | Reduced |
| Everhart Financial Group, Inc. | 11,287 | $248.7K | 0.09% | +345+3.2% | Added |
| Gsa Capital Partners LLP | 11,228 | $247.0K | 0.02% | +11,228 | New |
| Occudo Quantitative Strategies LP | 10,818 | $238.3K | 0.03% | −1,523−12.3% | Reduced |