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 |
|---|---|---|---|---|---|
| Victory Capital Management Inc | 47,800 | $1.05M | 0.00% | +5,907+14.1% | Added |
| Arrowstreet Capital, Limited Partnership | 50,392 | $1.11M | 0.00% | −2,388−4.5% | Reduced |
| Logan Capital Management Inc | 50,427 | $1.11M | 0.05% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 53,389 | $1.18M | 0.00% | −8,395−13.6% | Reduced |
| Invesco Ltd. | 54,984 | $1.21M | 0.00% | +3,005+5.8% | Added |
| Swiss National Bank | 58,078 | $1.28M | 0.00% | −6,700−10.3% | Reduced |
| JPMorgan Chase & Co | 60,051 | $1.32M | 0.00% | −74,821−55.5% | Reduced |
| Barclays PLC | 74,168 | $1.63M | 0.00% | +9,570+14.8% | Added |
| Empowered Funds, LLC | 76,576 | $1.69M | 0.04% | +21,320+38.6% | Added |
| Endeavour Capital Advisors Inc | 76,766 | $1.69M | 0.57% | +28,348+58.5% | Added |
| Two Sigma Advisers, LP | 78,580 | $1.73M | 0.00% | −8,800−10.1% | Reduced |
| SEI Investments Co | 92,760 | $2.04M | 0.00% | +15,560+20.2% | Added |
| Bank of America Corp | 94,355 | $2.08M | 0.00% | +17,527+22.8% | Added |
| First Trust Advisors LP | 96,358 | $2.12M | 0.00% | +7,213+8.1% | Added |
| Prudential Financial Inc | 124,324 | $2.74M | 0.00% | −55,510−30.9% | Reduced |
| State of New Jersey Common Pension Fund D | 135,564 | $2.99M | 0.01% | −22,657−14.3% | Reduced |
| Assenagon Asset Management S.A. | 177,039 | $3.90M | 0.01% | −3,955−2.2% | Reduced |
| Bank of New York Mellon Corp | 178,334 | $3.93M | 0.00% | −16,391−8.4% | Reduced |
| Ameriprise Financial Inc | 178,351 | $3.93M | 0.00% | −41,078−18.7% | Reduced |
| Royce & Associates LP | 207,841 | $4.58M | 0.04% | +207,841 | New |
| Bridgeway Capital Management, LLC | 209,755 | $4.62M | 0.10% | +21,320+11.3% | Added |
| Goldman Sachs Group Inc | 215,125 | $4.74M | 0.00% | −941−0.4% | Reduced |
| Neuberger Berman Group LLC | 233,098 | $5.14M | 0.00% | −30,956−11.7% | Reduced |
| Nuveen Asset Management, LLC | 235,541 | $5.19M | 0.00% | +12,975+5.8% | Added |
| Morgan Stanley | 274,881 | $6.06M | 0.00% | +79,252+40.5% | Added |
| Hotchkis & Wiley Capital Management LLC | 303,200 | $6.68M | 0.02% | +5,600+1.9% | Added |
| Charles Schwab Investment Management Inc | 303,331 | $6.68M | 0.00% | +2,784+0.9% | Added |
| American Century Companies Inc | 321,483 | $7.08M | 0.00% | +55,745+21.0% | Added |
| Northern Trust Corp | 366,218 | $8.07M | 0.00% | +4,287+1.2% | Added |
| AQR Capital Management LLC | 377,377 | $8.31M | 0.02% | +47,646+14.4% | Added |
| Leeward Investments, LLC - MA | 399,852 | $8.81M | 0.41% | −2,833−0.7% | Reduced |
| Univest Financial Corp | 435,164 | $9.59M | 2.84% | −83,334−16.1% | Reduced |
| Boston Partners | 439,664 | $9.59M | 0.01% | +19,707+4.7% | Added |
| Geode Capital Management, LLC | 648,125 | $14.3M | 0.00% | +28,626+4.6% | Added |
| Renaissance Technologies LLC | 671,089 | $14.8M | 0.02% | −28,680−4.1% | Reduced |
| State Street Corp | 887,954 | $19.6M | 0.00% | +36,023+4.2% | Added |
| Manufacturers Life Insurance Company, The | 1,197,934 | $26.4M | 0.02% | +98,009+8.9% | Added |
| Pzena Investment Management LLC | 1,458,921 | $32.1M | 0.12% | −77,202−5.0% | Reduced |
| Vanguard Group Inc | 1,551,906 | $34.2M | 0.00% | +56,789+3.8% | Added |
| Dimensional Fund Advisors LP | 1,957,085 | $43.1M | 0.01% | −20,059−1.0% | Reduced |
| FMR LLC | 2,644,409 | $58.3M | 0.00% | +88,258+3.5% | Added |
| BlackRock Inc. | 3,493,714 | $77.0M | 0.00% | +116,724+3.5% | Added |
| Millennium Management LLC | 0 | $0 | 0.00% | −75,425−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −32,916−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −13,804−100.0% | Sold out |
| Watershed Asset Management, L.L.C. | 0 | $0 | 0.00% | −13,782−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −12,514−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −11,651−100.0% | Sold out |
| Bernardo Wealth Planning LLC | 0 | $0 | 0.00% | −10,085−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −6,486−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −1,201−100.0% | Sold out |