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.
Q2 2024 vs. Q1 2024
How the institutions holding Univest Financial Corp changed between Q1 2024 and Q2 2024.
All holders in Q2 2024All holders in Q1 2024
| Measure | Q1 2024 | Of which not filed for Q2 2024 | Q2 2024 | Change |
|---|---|---|---|---|
| Holders | 139 | 2 | 140 | +3 |
| Shares | 21.9M | 34.7K | 21.7M | −157.3K (−0.7%) |
| Value | $456.0M | $737.3K | $495.4M | +$40.0M (+8.8%) |
2 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (18)
Institutions that held Univest Financial Corp at the end of Q2 2024 but not at the end of Q1 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Martingale Asset Management L P | 45,057 | $1.03M | 0.02% |
| Jane Street Group, LLC | 27,752 | $633.6K | 0.00% |
| D. E. Shaw & Co., Inc. | 22,475 | $513.1K | 0.00% |
| Corebridge Financial, Inc. | 15,564 | $355.3K | 0.00% |
| Mirae Asset Global ETFs Holdings Ltd. | 14,643 | $334.3K | 0.00% |
| Occudo Quantitative Strategies LP | 9,206 | $210.2K | 0.04% |
| Tower Research Capital LLC (TRC) | 8,301 | $189.5K | 0.00% |
| Ariadne Wealth Management, LP | 10,137 | $123.9K | 0.11% |
| Innealta Capital, LLC | 1,236 | $28.2K | 0.01% |
| SRS Capital Advisors, Inc. | 719 | $16.4K | 0.00% |
| Fifth Third Bancorp | 619 | $14.1K | 0.00% |
| Russell Investments Group, Ltd. | 191 | $4.36K | 0.00% |
| C M Bidwell & Associates Ltd | 168 | $3.83K | 0.00% |
| FinTrust Capital Advisors, LLC | 131 | $2.99K | 0.00% |
| International Assets Investment Management, LLC | 52 | $1.19K | 0.00% |
| J.Safra Asset Management Corp | 35 | $799 | 0.00% |
| Lynx Investment Advisory | 20 | $457 | 0.00% |
| TFC Financial Management | 1 | $23 | 0.00% |
Sold out (15)
Institutions that held Univest Financial Corp at the end of Q1 2024 and filed for Q2 2024 without it.
| Institution | Shares, Q1 2024 | Value, Q1 2024 |
|---|---|---|
| State Board of Administration of Florida Retirement System | 22,336 | $530.3K |
| New York Life Investment Management LLC | 18,064 | $376.1K |
| Trexquant Investment LP | 15,376 | $320.1K |
| Mirae Asset Global Investments Co., Ltd. | 12,532 | $301.3K |
| American International Group, Inc. | 14,302 | $297.8K |
| Tudor Investment Corp Et Al | 14,164 | $294.9K |
| Citadel Advisors LLC | 13,959 | $290.6K |
| Jump Financial, LLC | 12,076 | $251.4K |
| Balyasny Asset Management LLC | 9,724 | $202.5K |
| Y-Intercept (Hong Kong) Ltd | 9,645 | $200.8K |
| Metropolitan Life Insurance Co | 1,541 | $32.1K |
| Private Wealth Management Group, LLC | 75 | $1.56K |
| IFP Advisors, Inc | 38 | $791 |
| Parkside Financial Bank & Trust | 30 | $625 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8 | $166 |
Not filed for Q2 2024 yet (2)
Institutions that held Univest Financial Corp at the end of Q1 2024 and haven't filed a 13F for Q2 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2024 | Value, Q1 2024 |
|---|---|---|
| Credit Suisse AG | 27,489 | $572.3K |
| Shell Asset Management Co | 7,232 | $165.0K |