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, Q2 2024
Institutional positions in Univest Financial Corp as of Jun 30, 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
- 140
- +3 vs. Q1 2024
- Shares held
- 21.7M
- −157.3K (−0.7%) vs. Q1 2024
- Total value
- $495.4M
- +$40.0M (+8.8%) vs. Q1 2024
- New holders
- 18
- 47 more added
- Sold out
- 15
- 47 more reduced
2 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Univest Financial Corp; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 3,359,688 | $76.7M | 0.00% | −27,454−0.8% | Reduced |
| FMR LLC | 2,631,525 | $60.1M | 0.00% | −23,099−0.9% | Reduced |
| Dimensional Fund Advisors LP | 1,958,549 | $44.7M | 0.01% | −18,788−1.0% | Reduced |
| Vanguard Group Inc | 1,571,803 | $35.9M | 0.00% | +5900.0% | Added |
| Pzena Investment Management LLC | 1,268,250 | $29.0M | 0.10% | −50,641−3.8% | Reduced |
| Manufacturers Life Insurance Company, The | 1,210,351 | $27.6M | 0.03% | +12,401+1.0% | Added |
| State Street Corp | 891,441 | $20.4M | 0.00% | −19,764−2.2% | Reduced |
| Geode Capital Management, LLC | 680,675 | $15.5M | 0.00% | +31,761+4.9% | Added |
| Renaissance Technologies LLC | 659,289 | $15.1M | 0.03% | −900−0.1% | Reduced |
| American Century Companies Inc | 482,089 | $11.0M | 0.01% | +83,599+21.0% | Added |
| Hotchkis & Wiley Capital Management LLC | 453,040 | $10.3M | 0.04% | +22,240+5.2% | Added |
| Leeward Investments, LLC - MA | 404,942 | $9.24M | 0.42% | +21,550+5.6% | Added |
| Univest Financial Corp | 404,209 | $9.23M | 2.56% | −1,282−0.3% | Reduced |
| AQR Capital Management LLC | 388,080 | $8.86M | 0.01% | −15,311−3.8% | Reduced |
| Northern Trust Corp | 335,434 | $7.66M | 0.00% | −7,290−2.1% | Reduced |
| Endeavour Capital Advisors Inc | 284,939 | $6.51M | 2.26% | −1,500−0.5% | Reduced |
| Royce & Associates LP | 270,724 | $6.18M | 0.06% | −6,568−2.4% | Reduced |
| Charles Schwab Investment Management Inc | 256,775 | $5.86M | 0.00% | −24,749−8.8% | Reduced |
| Neuberger Berman Group LLC | 238,144 | $5.44M | 0.00% | +6,005+2.6% | Added |
| Morgan Stanley | 229,737 | $5.24M | 0.00% | +9,609+4.4% | Added |
| Goldman Sachs Group Inc | 223,941 | $5.11M | 0.00% | +10,208+4.8% | Added |
| Bridgeway Capital Management, LLC | 212,180 | $4.84M | 0.11% | −3,700−1.7% | Reduced |
| Bank of New York Mellon Corp | 174,115 | $3.98M | 0.00% | +6,724+4.0% | Added |
| Nuveen Asset Management, LLC | 171,622 | $3.92M | 0.00% | −68,794−28.6% | Reduced |
| Assenagon Asset Management S.A. | 145,009 | $3.31M | 0.01% | +7,099+5.1% | Added |
| SEI Investments Co | 141,638 | $3.23M | 0.00% | +22,644+19.0% | Added |
| Ameriprise Financial Inc | 131,348 | $3.00M | 0.00% | −54,959−29.5% | Reduced |
| Prudential Financial Inc | 125,224 | $2.86M | 0.00% | −2,400−1.9% | Reduced |
| Bank of America Corp | 112,435 | $2.57M | 0.00% | +19,026+20.4% | Added |
| Invesco Ltd. | 102,015 | $2.33M | 0.00% | −4,432−4.2% | Reduced |
| First Trust Advisors LP | 92,501 | $2.11M | 0.00% | −5,609−5.7% | Reduced |
| Empowered Funds, LLC | 89,001 | $2.03M | 0.04% | +6,300+7.6% | Added |
| State of New Jersey Common Pension Fund D | 87,072 | $1.99M | 0.01% | −48,492−35.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 77,418 | $1.77M | 0.00% | +15,430+24.9% | Added |
| Two Sigma Advisers, LP | 75,780 | $1.73M | 0.00% | −1,500−1.9% | Reduced |
| JPMorgan Chase & Co | 62,986 | $1.44M | 0.00% | −31,799−33.5% | Reduced |
| Swiss National Bank | 58,078 | $1.33M | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 54,707 | $1.25M | 0.00% | +41,298+308.0% | Added |
| Thrivent Financial for Lutherans | 53,021 | $1.21M | 0.00% | −4,895−8.5% | Reduced |
| Logan Capital Management Inc | 50,427 | $1.15M | 0.05% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 48,931 | $1.12M | 0.00% | +6,071+14.2% | Added |
| Rhumbline Advisers | 47,766 | $1.09M | 0.00% | +503+1.1% | Added |
| Martingale Asset Management L P | 45,057 | $1.03M | 0.02% | +45,057 | New |
| Price T Rowe Associates Inc | 41,219 | $942.0K | 0.00% | +641+1.6% | Added |
| UBS Asset Management Americas Inc | 41,033 | $936.8K | 0.00% | +11,885+40.8% | Added |
| Creative Planning | 40,220 | $918.2K | 0.00% | +7,232+21.9% | Added |
| IVC Wealth Advisors LLC | 40,107 | $915.6K | 0.51% | −236−0.6% | Reduced |
| Raymond James & Associates | 39,273 | $896.6K | 0.00% | +2,411+6.5% | Added |
| Pacific Ridge Capital Partners, LLC | 37,412 | $854.1K | 0.21% | +49+0.1% | Added |
| Los Angeles Capital Management LLC | 35,945 | $820.6K | 0.00% | −4,500−11.1% | Reduced |
| Franklin Resources Inc | 35,541 | $811.4K | 0.00% | +14,652+70.1% | Added |
| Keybank National Association | 35,489 | $810.2K | 0.00% | −70.0% | Reduced |
| Compass Ion Advisors, LLC | 38,374 | $798.9K | 0.11% | 00.0% | Unchanged |
| Barclays PLC | 34,820 | $794.9K | 0.00% | −22,119−38.8% | Reduced |
| Legal & General Group Plc | 33,581 | $766.7K | 0.00% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 33,165 | $757.2K | 0.04% | +10.0% | Added |
| LPL Financial LLC | 30,400 | $694.0K | 0.00% | −2,765−8.3% | Reduced |
| Victory Capital Management Inc | 30,000 | $684.9K | 0.00% | −19,800−39.8% | Reduced |
| Smartleaf Asset Management LLC | 30,251 | $671.6K | 0.11% | +372+1.2% | Added |
| Girard Partners Ltd. | 28,913 | $660.1K | 0.06% | +1,936+7.2% | Added |
| California State Teachers Retirement System | 28,764 | $656.7K | 0.00% | −688−2.3% | Reduced |
| Wedge Capital Management L L P | 28,092 | $641.3K | 0.01% | −3,925−12.3% | Reduced |
| Jane Street Group, LLC | 27,752 | $633.6K | 0.00% | +27,752 | New |
| Rafferty Asset Management, LLC | 26,659 | $608.6K | 0.00% | −87−0.3% | Reduced |
| STRS Ohio | 26,100 | $595.9K | 0.00% | −1,700−6.1% | Reduced |
| Alliancebernstein L.P. | 26,056 | $594.9K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 24,722 | $564.0K | 0.00% | +6,475+35.5% | Added |
| Citigroup Inc | 23,131 | $528.1K | 0.00% | −2,317−9.1% | Reduced |
| D. E. Shaw & Co., Inc. | 22,475 | $513.1K | 0.00% | +22,475 | New |
| Everhart Financial Group, Inc. | 22,173 | $506.2K | 0.13% | +2,913+15.1% | Added |
| UBS Group AG | 21,481 | $490.4K | 0.00% | −17,495−44.9% | Reduced |
| LSV Asset Management | 21,000 | $479.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 20,409 | $465.9K | 0.00% | +696+3.5% | Added |
| Truist Financial Corp | 18,635 | $425.4K | 0.00% | +59+0.3% | Added |
| Keeley-Teton Advisors, LLC | 17,600 | $401.8K | 0.05% | 00.0% | Unchanged |
| MetLife Investment Management | 16,590 | $378.8K | 0.00% | +1,541+10.2% | Added |
| Insight Advisors, LLC | 16,250 | $371.0K | 0.07% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 15,564 | $355.3K | 0.00% | +15,564 | New |
| Apexium Financial, LP | 14,852 | $339.1K | 0.02% | 00.0% | Unchanged |
| First Hawaiian Bank | 14,644 | $334.3K | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 14,643 | $334.3K | 0.00% | +14,643 | New |
| Cubist Systematic Strategies, LLC | 14,541 | $332.0K | 0.01% | −20,717−58.8% | Reduced |
| Wells Fargo & Company | 14,429 | $329.4K | 0.00% | +3,964+37.9% | Added |
| Janus Henderson Group PLC | 13,179 | $300.9K | 0.00% | −150−1.1% | Reduced |
| Bernardo Wealth Planning LLC | 12,924 | $295.1K | 0.08% | +431+3.4% | Added |
| New York State Common Retirement Fund | 12,914 | $294.8K | 0.00% | +7+0.1% | Added |
| Deutsche Bank AG | 12,880 | $294.1K | 0.00% | −272−2.1% | Reduced |
| First Manhattan Co | 12,762 | $291.4K | 0.00% | −4,021−24.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 12,042 | $274.9K | 0.01% | +54+0.5% | Added |
| Commonwealth Equity Services, LLC | 11,967 | $273.0K | 0.00% | −137−1.1% | Reduced |
| Voya Investment Management LLC | 11,198 | $255.7K | 0.00% | +262+2.4% | Added |
| HRT Financial LP | 10,972 | $250.0K | 0.00% | −12,356−53.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 10,713 | $244.6K | 0.02% | −6,209−36.7% | Reduced |
| WealthTrust Axiom LLC | 10,227 | $233.5K | 0.08% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 9,884 | $225.7K | 0.03% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 9,600 | $219.0K | 0.00% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 9,206 | $210.2K | 0.04% | +9,206 | New |
| Quadrant Capital Group LLC | 8,731 | $199.3K | 0.01% | −175−2.0% | Reduced |
| Tower Research Capital LLC (TRC) | 8,301 | $189.5K | 0.00% | +8,301 | New |
| Hendershot Investments Inc. | 7,679 | $175.3K | 0.03% | 00.0% | Unchanged |