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, Q3 2024
Institutional positions in Univest Financial Corp as of Sep 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
- 157
- +19 vs. Q2 2024
- Shares held
- 22.3M
- +3.95M (+21.6%) vs. Q2 2024
- Total value
- $626.7M
- +$208.7M (+49.9%) vs. Q2 2024
- New holders
- 30
- 44 more added
- Sold out
- 11
- 50 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Univest Financial Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,471,927 | $97.7M | 0.00% | +3,471,927 | New |
| FMR LLC | 2,622,475 | $73.8M | 0.00% | −9,050−0.3% | Reduced |
| Dimensional Fund Advisors LP | 1,972,731 | $55.5M | 0.01% | +14,182+0.7% | Added |
| Vanguard Group Inc | 1,656,102 | $46.6M | 0.00% | +84,299+5.4% | Added |
| Pzena Investment Management LLC | 1,189,748 | $33.5M | 0.11% | −78,502−6.2% | Reduced |
| Manufacturers Life Insurance Company, The | 1,128,566 | $31.8M | 0.03% | −81,785−6.8% | Reduced |
| State Street Corp | 873,371 | $24.6M | 0.00% | −18,070−2.0% | Reduced |
| Geode Capital Management, LLC | 704,445 | $19.8M | 0.00% | +23,770+3.5% | Added |
| Renaissance Technologies LLC | 650,889 | $18.3M | 0.03% | −8,400−1.3% | Reduced |
| American Century Companies Inc | 561,089 | $15.8M | 0.01% | +79,000+16.4% | Added |
| Univest Financial Corp | 531,448 | $15.0M | 0.99% | +127,239+31.5% | Added |
| Leeward Investments, LLC - MA | 403,576 | $11.4M | 0.53% | −1,366−0.3% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 394,900 | $11.1M | 0.04% | −58,140−12.8% | Reduced |
| Northern Trust Corp | 330,106 | $9.29M | 0.00% | −5,328−1.6% | Reduced |
| AQR Capital Management LLC | 323,832 | $9.11M | 0.01% | −64,248−16.6% | Reduced |
| Morgan Stanley | 313,371 | $8.82M | 0.00% | +83,634+36.4% | Added |
| Goldman Sachs Group Inc | 276,465 | $7.78M | 0.00% | +52,524+23.5% | Added |
| Endeavour Capital Advisors Inc | 273,189 | $7.69M | 2.41% | −11,750−4.1% | Reduced |
| Charles Schwab Investment Management Inc | 245,883 | $6.92M | 0.00% | −10,892−4.2% | Reduced |
| Royce & Associates LP | 243,466 | $6.85M | 0.06% | −27,258−10.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 235,290 | $6.62M | 0.01% | +157,872+203.9% | Added |
| Assenagon Asset Management S.A. | 228,321 | $6.42M | 0.01% | +83,312+57.5% | Added |
| Bridgeway Capital Management, LLC | 216,870 | $6.10M | 0.13% | +4,690+2.2% | Added |
| Neuberger Berman Group LLC | 212,513 | $5.98M | 0.00% | −25,631−10.8% | Reduced |
| Nuveen Asset Management, LLC | 171,622 | $4.83M | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 170,122 | $4.79M | 0.01% | +28,484+20.1% | Added |
| Bank of New York Mellon Corp | 151,221 | $4.26M | 0.00% | −22,894−13.1% | Reduced |
| Prudential Financial Inc | 140,624 | $3.96M | 0.01% | +15,400+12.3% | Added |
| Ameriprise Financial Inc | 137,485 | $3.87M | 0.00% | +6,137+4.7% | Added |
| Bank of America Corp | 107,541 | $3.03M | 0.00% | −4,894−4.4% | Reduced |
| JPMorgan Chase & Co | 103,531 | $2.91M | 0.00% | +40,545+64.4% | Added |
| Empowered Funds, LLC | 93,691 | $2.64M | 0.04% | +4,690+5.3% | Added |
| State of New Jersey Common Pension Fund D | 87,072 | $2.45M | 0.01% | 00.0% | Unchanged |
| Invesco Ltd. | 82,629 | $2.33M | 0.00% | −19,386−19.0% | Reduced |
| Martingale Asset Management L P | 71,530 | $2.01M | 0.05% | +26,473+58.8% | Added |
| Barclays PLC | 66,603 | $1.87M | 0.00% | +31,783+91.3% | Added |
| Two Sigma Advisers, LP | 59,280 | $1.67M | 0.00% | −16,500−21.8% | Reduced |
| Swiss National Bank | 57,078 | $1.61M | 0.00% | −1,000−1.7% | Reduced |
| Creative Planning | 54,132 | $1.52M | 0.00% | +13,912+34.6% | Added |
| Logan Capital Management Inc | 50,427 | $1.42M | 0.06% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 49,120 | $1.38M | 0.00% | +189+0.4% | Added |
| Jane Street Group, LLC | 48,782 | $1.37M | 0.00% | +21,030+75.8% | Added |
| Franklin Resources Inc | 48,312 | $1.35M | 0.00% | +12,771+35.9% | Added |
| UBS Asset Management Americas Inc | 47,700 | $1.34M | 0.00% | +6,667+16.2% | Added |
| Teacher Retirement System of Texas | 46,017 | $1.29M | 0.01% | +21,295+86.1% | Added |
| Thrivent Financial for Lutherans | 45,786 | $1.29M | 0.00% | −7,235−13.6% | Reduced |
| Rhumbline Advisers | 45,453 | $1.28M | 0.00% | −2,313−4.8% | Reduced |
| Raymond James & Associates | 40,303 | $1.13M | 0.00% | +1,030+2.6% | Added |
| IVC Wealth Advisors LLC | 40,107 | $1.13M | 0.62% | 00.0% | Unchanged |
| Citigroup Inc | 37,867 | $1.07M | 0.00% | +14,736+63.7% | Added |
| Compass Ion Advisors, LLC | 36,864 | $1.04M | 0.13% | −1,510−3.9% | Reduced |
| Los Angeles Capital Management LLC | 32,145 | $904.6K | 0.00% | −3,800−10.6% | Reduced |
| Price T Rowe Associates Inc | 31,164 | $877.0K | 0.00% | −10,055−24.4% | Reduced |
| LPL Financial LLC | 30,089 | $846.7K | 0.00% | −311−1.0% | Reduced |
| Millennium Management LLC | 29,091 | $818.6K | 0.00% | −25,616−46.8% | Reduced |
| Smartleaf Asset Management LLC | 29,636 | $806.7K | 0.10% | −615−2.0% | Reduced |
| UBS Group AG | 28,177 | $792.9K | 0.00% | +6,696+31.2% | Added |
| Pacific Ridge Capital Partners, LLC | 27,902 | $785.2K | 0.19% | −9,510−25.4% | Reduced |
| California State Teachers Retirement System | 27,649 | $778.0K | 0.00% | −1,115−3.9% | Reduced |
| Victory Capital Management Inc | 27,500 | $773.9K | 0.00% | −2,500−8.3% | Reduced |
| BLB&B Advisors, LLC | 26,916 | $757.4K | 0.04% | −6,249−18.8% | Reduced |
| Legal & General Group Plc | 26,509 | $746.0K | 0.00% | −7,072−21.1% | Reduced |
| Everhart Financial Group, Inc. | 26,320 | $740.6K | 0.16% | +4,147+18.7% | Added |
| Alliancebernstein L.P. | 26,056 | $733.2K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 24,236 | $682.0K | 0.00% | +24,236 | New |
| Wedge Capital Management L L P | 23,963 | $674.3K | 0.01% | −4,129−14.7% | Reduced |
| Tudor Investment Corp Et Al | 23,455 | $660.0K | 0.01% | +23,455 | New |
| STRS Ohio | 23,100 | $650.0K | 0.00% | −3,000−11.5% | Reduced |
| LSV Asset Management | 21,000 | $591.0K | 0.00% | 00.0% | Unchanged |
| Bailard, Inc. | 20,800 | $585.3K | 0.02% | +20,800 | New |
| Campbell & CO Investment Adviser LLC | 20,713 | $582.9K | 0.04% | +10,000+93.3% | Added |
| Rafferty Asset Management, LLC | 19,221 | $540.9K | 0.00% | −7,438−27.9% | Reduced |
| Lakeview Capital Partners, LLC | 18,630 | $524.2K | 0.08% | +18,630 | New |
| Deutsche Bank AG | 18,151 | $510.8K | 0.00% | +5,271+40.9% | Added |
| First Trust Advisors LP | 17,648 | $496.6K | 0.00% | −74,853−80.9% | Reduced |
| Keeley-Teton Advisors, LLC | 17,600 | $495.3K | 0.05% | 00.0% | Unchanged |
| Keybank National Association | 17,500 | $492.4K | 0.00% | −17,989−50.7% | Reduced |
| Sterling Capital Management LLC | 17,390 | $489.4K | 0.01% | +17,390 | New |
| MetLife Investment Management | 16,590 | $466.8K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 15,854 | $446.1K | 0.00% | +1,211+8.3% | Added |
| Corebridge Financial, Inc. | 15,469 | $435.3K | 0.00% | −95−0.6% | Reduced |
| Insight Advisors, LLC | 15,250 | $429.1K | 0.07% | −1,000−6.2% | Reduced |
| Acadian Asset Management LLC | 15,244 | $428.0K | 0.00% | +15,244 | New |
| Wells Fargo & Company | 14,997 | $422.0K | 0.00% | +568+3.9% | Added |
| Apexium Financial, LP | 14,852 | $417.9K | 0.03% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 14,832 | $417.4K | 0.00% | +14,832 | New |
| First Hawaiian Bank | 14,644 | $412.1K | 0.01% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 13,859 | $390.0K | 0.00% | +13,859 | New |
| Janus Henderson Group PLC | 13,179 | $371.1K | 0.00% | 00.0% | Unchanged |
| Bernardo Wealth Planning LLC | 12,927 | $370.0K | 0.09% | +30.0% | Added |
| First Manhattan Co | 12,762 | $359.1K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 12,285 | $345.7K | 0.00% | −8,124−39.8% | Reduced |
| Occudo Quantitative Strategies LP | 12,252 | $344.8K | 0.06% | +3,046+33.1% | Added |
| Cary Street Partner Investment Advisory LLC | 12,042 | $338.9K | 0.01% | 00.0% | Unchanged |
| Voya Investment Management LLC | 10,921 | $307.3K | 0.00% | −277−2.5% | Reduced |
| Commonwealth Equity Services, LLC | 10,881 | $306.0K | 0.00% | −1,086−9.1% | Reduced |
| Susquehanna International Group, LLP | 10,782 | $303.4K | 0.00% | +10,782 | New |
| Cambria Investment Management, L.P. | 10,375 | $292.0K | 0.02% | +10,375 | New |
| SG Americas Securities, LLC | 10,262 | $289.0K | 0.00% | +10,262 | New |
| WealthTrust Axiom LLC | 10,227 | $287.8K | 0.09% | 00.0% | Unchanged |