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 |
|---|---|---|---|---|---|
| Logan Capital Management Inc | 50,427 | $1.15M | 0.05% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 53,021 | $1.21M | 0.00% | −4,895−8.5% | Reduced |
| Millennium Management LLC | 54,707 | $1.25M | 0.00% | +41,298+308.0% | Added |
| Swiss National Bank | 58,078 | $1.33M | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 62,986 | $1.44M | 0.00% | −31,799−33.5% | Reduced |
| Two Sigma Advisers, LP | 75,780 | $1.73M | 0.00% | −1,500−1.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 77,418 | $1.77M | 0.00% | +15,430+24.9% | Added |
| State of New Jersey Common Pension Fund D | 87,072 | $1.99M | 0.01% | −48,492−35.8% | Reduced |
| Empowered Funds, LLC | 89,001 | $2.03M | 0.04% | +6,300+7.6% | Added |
| First Trust Advisors LP | 92,501 | $2.11M | 0.00% | −5,609−5.7% | Reduced |
| Invesco Ltd. | 102,015 | $2.33M | 0.00% | −4,432−4.2% | Reduced |
| Bank of America Corp | 112,435 | $2.57M | 0.00% | +19,026+20.4% | Added |
| Prudential Financial Inc | 125,224 | $2.86M | 0.00% | −2,400−1.9% | Reduced |
| Ameriprise Financial Inc | 131,348 | $3.00M | 0.00% | −54,959−29.5% | Reduced |
| SEI Investments Co | 141,638 | $3.23M | 0.00% | +22,644+19.0% | Added |
| Assenagon Asset Management S.A. | 145,009 | $3.31M | 0.01% | +7,099+5.1% | Added |
| Nuveen Asset Management, LLC | 171,622 | $3.92M | 0.00% | −68,794−28.6% | Reduced |
| Bank of New York Mellon Corp | 174,115 | $3.98M | 0.00% | +6,724+4.0% | Added |
| Bridgeway Capital Management, LLC | 212,180 | $4.84M | 0.11% | −3,700−1.7% | Reduced |
| Goldman Sachs Group Inc | 223,941 | $5.11M | 0.00% | +10,208+4.8% | Added |
| Morgan Stanley | 229,737 | $5.24M | 0.00% | +9,609+4.4% | Added |
| Neuberger Berman Group LLC | 238,144 | $5.44M | 0.00% | +6,005+2.6% | Added |
| Charles Schwab Investment Management Inc | 256,775 | $5.86M | 0.00% | −24,749−8.8% | Reduced |
| Royce & Associates LP | 270,724 | $6.18M | 0.06% | −6,568−2.4% | Reduced |
| Endeavour Capital Advisors Inc | 284,939 | $6.51M | 2.26% | −1,500−0.5% | Reduced |
| Northern Trust Corp | 335,434 | $7.66M | 0.00% | −7,290−2.1% | Reduced |
| AQR Capital Management LLC | 388,080 | $8.86M | 0.01% | −15,311−3.8% | Reduced |
| Univest Financial Corp | 404,209 | $9.23M | 2.56% | −1,282−0.3% | Reduced |
| Leeward Investments, LLC - MA | 404,942 | $9.24M | 0.42% | +21,550+5.6% | Added |
| Hotchkis & Wiley Capital Management LLC | 453,040 | $10.3M | 0.04% | +22,240+5.2% | Added |
| American Century Companies Inc | 482,089 | $11.0M | 0.01% | +83,599+21.0% | Added |
| Renaissance Technologies LLC | 659,289 | $15.1M | 0.03% | −900−0.1% | Reduced |
| Geode Capital Management, LLC | 680,675 | $15.5M | 0.00% | +31,761+4.9% | Added |
| State Street Corp | 891,441 | $20.4M | 0.00% | −19,764−2.2% | Reduced |
| Manufacturers Life Insurance Company, The | 1,210,351 | $27.6M | 0.03% | +12,401+1.0% | Added |
| Pzena Investment Management LLC | 1,268,250 | $29.0M | 0.10% | −50,641−3.8% | Reduced |
| Vanguard Group Inc | 1,571,803 | $35.9M | 0.00% | +5900.0% | Added |
| Dimensional Fund Advisors LP | 1,958,549 | $44.7M | 0.01% | −18,788−1.0% | Reduced |
| FMR LLC | 2,631,525 | $60.1M | 0.00% | −23,099−0.9% | Reduced |
| BlackRock Inc. | 3,359,688 | $76.7M | 0.00% | −27,454−0.8% | Reduced |
| State Board of Administration of Florida Retirement System | 0 | $0 | 0.00% | −22,336−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −18,064−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −15,376−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −12,532−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −14,302−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −14,164−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −13,959−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −12,076−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −9,724−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −9,645−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −1,541−100.0% | Sold out |
| Private Wealth Management Group, LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |
| Shell Asset Management Co | – | – | – | – | Not filed |