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.
Q4 2023 vs. Q3 2023
How the institutions holding Univest Financial Corp changed between Q3 2023 and Q4 2023.
All holders in Q4 2023All holders in Q3 2023
| Measure | Q3 2023 | Q4 2023 | Change |
|---|---|---|---|
| Holders | 135 | 142 | +7 |
| Shares | 21.6M | 22.1M | +479.4K (+2.2%) |
| Value | $375.8M | $486.9M | +$111.1M (+29.6%) |
New holders (18)
Institutions that held Univest Financial Corp at the end of Q4 2023 but not at the end of Q3 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Royce & Associates LP | 207,841 | $4.58M | 0.04% |
| Smartleaf Asset Management LLC | 27,020 | $602.6K | 0.16% |
| Tudor Investment Corp Et Al | 22,758 | $501.4K | 0.01% |
| Susquehanna International Group, LLP | 17,970 | $395.9K | 0.00% |
| Citadel Advisors LLC | 17,822 | $392.6K | 0.00% |
| State of Wisconsin Investment Board | 15,594 | $343.5K | 0.00% |
| Jane Street Group, LLC | 14,734 | $324.6K | 0.00% |
| Campbell & CO Investment Adviser LLC | 14,376 | $316.7K | 0.03% |
| Gsa Capital Partners LLP | 11,228 | $247.0K | 0.02% |
| Y-Intercept (Hong Kong) Ltd | 10,164 | $223.9K | 0.02% |
| Stanley-Laman Group, Ltd. | 9,884 | $217.7K | 0.03% |
| Point72 Middle East FZE | 3,297 | $72.6K | 0.01% |
| EntryPoint Capital, LLC | 1,978 | $43.6K | 0.04% |
| Private Wealth Management Group, LLC | 75 | $1.65K | 0.00% |
| GAMMA Investing LLC | 77 | $1.64K | 0.00% |
| Spire Wealth Management | 27 | $548 | 0.00% |
| Principal Securities, Inc. | 14 | $308 | 0.00% |
| Farther Finance Advisors, LLC | 2 | $44 | 0.00% |
Sold out (11)
Institutions that held Univest Financial Corp at the end of Q3 2023 and filed for Q4 2023 without it.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Millennium Management LLC | 75,425 | $1.31M |
| Martingale Asset Management L P | 32,916 | $572.1K |
| Truist Financial Corp | 13,804 | $239.9K |
| Watershed Asset Management, L.L.C. | 13,782 | $239.5K |
| HSBC Holdings PLC | 12,514 | $217.4K |
| Trexquant Investment LP | 11,651 | $202.5K |
| Bernardo Wealth Planning LLC | 10,085 | $175.3K |
| Qube Research & Technologies Ltd | 6,486 | $112.7K |
| Quantbot Technologies LP | 2,000 | $34.8K |
| Advisor Group Holdings, Inc. | 1,400 | $24.3K |
| Lazard Asset Management LLC | 1,201 | $20.0K |