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, Q1 2024
Institutional positions in Univest Financial Corp as of Mar 31, 2024. 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
- 139
- −3 vs. Q4 2023
- Shares held
- 21.9M
- −207.1K (−0.9%) vs. Q4 2023
- Total value
- $456.0M
- −$30.9M (−6.3%) vs. Q4 2023
- New holders
- 14
- 49 more added
- Sold out
- 17
- 44 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Univest Financial Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Barclays PLC | 56,939 | $1.19M | 0.00% | −17,229−23.2% | Reduced |
| Thrivent Financial for Lutherans | 57,916 | $1.21M | 0.00% | +4,527+8.5% | Added |
| Swiss National Bank | 58,078 | $1.21M | 0.00% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 61,988 | $1.29M | 0.00% | +11,596+23.0% | Added |
| Two Sigma Advisers, LP | 77,280 | $1.61M | 0.00% | −1,300−1.7% | Reduced |
| Empowered Funds, LLC | 82,701 | $1.72M | 0.03% | +6,125+8.0% | Added |
| Bank of America Corp | 93,409 | $1.94M | 0.00% | −946−1.0% | Reduced |
| JPMorgan Chase & Co | 94,785 | $1.97M | 0.00% | +34,734+57.8% | Added |
| First Trust Advisors LP | 98,110 | $2.04M | 0.00% | +1,752+1.8% | Added |
| Invesco Ltd. | 106,447 | $2.22M | 0.00% | +51,463+93.6% | Added |
| SEI Investments Co | 118,994 | $2.48M | 0.00% | +26,234+28.3% | Added |
| Prudential Financial Inc | 127,624 | $2.66M | 0.00% | +3,300+2.7% | Added |
| State of New Jersey Common Pension Fund D | 135,564 | $2.82M | 0.01% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 137,910 | $2.87M | 0.01% | −39,129−22.1% | Reduced |
| Bank of New York Mellon Corp | 167,391 | $3.49M | 0.00% | −10,943−6.1% | Reduced |
| Ameriprise Financial Inc | 186,307 | $3.88M | 0.00% | +7,956+4.5% | Added |
| Goldman Sachs Group Inc | 213,733 | $4.45M | 0.00% | −1,392−0.6% | Reduced |
| Bridgeway Capital Management, LLC | 215,880 | $4.49M | 0.09% | +6,125+2.9% | Added |
| Morgan Stanley | 220,128 | $4.58M | 0.00% | −54,753−19.9% | Reduced |
| Neuberger Berman Group LLC | 232,139 | $4.83M | 0.00% | −959−0.4% | Reduced |
| Nuveen Asset Management, LLC | 240,416 | $5.01M | 0.00% | +4,875+2.1% | Added |
| Royce & Associates LP | 277,292 | $5.77M | 0.05% | +69,451+33.4% | Added |
| Charles Schwab Investment Management Inc | 281,524 | $5.86M | 0.00% | −21,807−7.2% | Reduced |
| Endeavour Capital Advisors Inc | 286,439 | $5.96M | 2.06% | +209,673+273.1% | Added |
| Northern Trust Corp | 342,724 | $7.14M | 0.00% | −23,494−6.4% | Reduced |
| Leeward Investments, LLC - MA | 383,392 | $7.98M | 0.35% | −16,460−4.1% | Reduced |
| American Century Companies Inc | 398,490 | $8.30M | 0.01% | +77,007+24.0% | Added |
| AQR Capital Management LLC | 403,391 | $8.40M | 0.01% | +26,014+6.9% | Added |
| Univest Financial Corp | 405,491 | $8.44M | 2.38% | −29,673−6.8% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 430,800 | $8.97M | 0.03% | +127,600+42.1% | Added |
| Geode Capital Management, LLC | 648,914 | $13.5M | 0.00% | +789+0.1% | Added |
| Renaissance Technologies LLC | 660,189 | $13.7M | 0.02% | −10,900−1.6% | Reduced |
| State Street Corp | 911,205 | $19.0M | 0.00% | +23,251+2.6% | Added |
| Manufacturers Life Insurance Company, The | 1,197,950 | $24.9M | 0.02% | +160.0% | Added |
| Pzena Investment Management LLC | 1,318,891 | $27.5M | 0.09% | −140,030−9.6% | Reduced |
| Vanguard Group Inc | 1,571,213 | $32.7M | 0.00% | +19,307+1.2% | Added |
| Dimensional Fund Advisors LP | 1,977,337 | $41.2M | 0.01% | +20,252+1.0% | Added |
| FMR LLC | 2,654,624 | $55.3M | 0.00% | +10,215+0.4% | Added |
| BlackRock Inc. | 3,387,142 | $70.5M | 0.00% | −106,572−3.1% | Reduced |
| Boston Partners | 0 | $0 | 0.00% | −439,664−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −33,400−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −17,970−100.0% | Sold out |
| Emerald Mutual Fund Advisers Trust | 0 | $0 | 0.00% | −17,077−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −15,594−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −14,734−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −13,690−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −11,724−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −11,228−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −10,818−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −8,541−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −8,054−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −5,597−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −3,297−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −27−100.0% | Sold out |