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.
Q1 2024 vs. Q4 2023
How the institutions holding Univest Financial Corp changed between Q4 2023 and Q1 2024.
All holders in Q1 2024All holders in Q4 2023
| Measure | Q4 2023 | Q1 2024 | Change |
|---|---|---|---|
| Holders | 142 | 139 | −3 |
| Shares | 22.1M | 21.9M | −207.1K (−0.9%) |
| Value | $486.9M | $456.0M | −$30.9M (−6.3%) |
New holders (14)
Institutions that held Univest Financial Corp at the end of Q1 2024 but not at the end of Q4 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| State Board of Administration of Florida Retirement System | 22,336 | $530.3K | 0.00% |
| Franklin Resources Inc | 20,889 | $434.9K | 0.00% |
| Truist Financial Corp | 18,576 | $386.8K | 0.00% |
| Quest Partners LLC | 16,534 | $344.2K | 0.06% |
| Trexquant Investment LP | 15,376 | $320.1K | 0.01% |
| Millennium Management LLC | 13,409 | $279.2K | 0.00% |
| Bernardo Wealth Planning LLC | 12,493 | $260.1K | 0.07% |
| Jump Financial, LLC | 12,076 | $251.4K | 0.01% |
| Balyasny Asset Management LLC | 9,724 | $202.5K | 0.00% |
| Point72 Asia (Singapore) Pte. Ltd. | 1,983 | $41.3K | 0.01% |
| IFP Advisors, Inc | 38 | $791 | 0.00% |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8 | $166 | 0.00% |
| Rothschild Investment LLC | 5 | $104 | 0.00% |
| Simplex Trading, LLC | 26 | $0 | 0.00% |
Sold out (17)
Institutions that held Univest Financial Corp at the end of Q4 2023 and filed for Q1 2024 without it.
| Institution | Shares, Q4 2023 | Value, Q4 2023 |
|---|---|---|
| Boston Partners | 439,664 | $9.59M |
| Bailard, Inc. | 33,400 | $735.8K |
| Susquehanna International Group, LLP | 17,970 | $395.9K |
| Emerald Mutual Fund Advisers Trust | 17,077 | $376.2K |
| State of Wisconsin Investment Board | 15,594 | $343.5K |
| Jane Street Group, LLC | 14,734 | $324.6K |
| D. E. Shaw & Co., Inc. | 13,690 | $301.6K |
| Aigen Investment Management, LP | 11,724 | $258.3K |
| Gsa Capital Partners LLP | 11,228 | $247.0K |
| Occudo Quantitative Strategies LP | 10,818 | $238.3K |
| Tower Research Capital LLC (TRC) | 8,541 | $188.2K |
| Elequin Capital LP | 8,054 | $177.4K |
| Allspring Global Investments Holdings, LLC | 5,597 | $123.3K |
| Aquatic Capital Management LLC | 4,500 | $99.0K |
| Point72 Middle East FZE | 3,297 | $72.6K |
| Huntington National Bank | 56 | $1.23K |
| Spire Wealth Management | 27 | $548 |