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 |
|---|---|---|---|---|---|
| UBS Group AG | 28,177 | $792.9K | 0.00% | +6,696+31.2% | Added |
| Smartleaf Asset Management LLC | 29,636 | $806.7K | 0.10% | −615−2.0% | Reduced |
| Millennium Management LLC | 29,091 | $818.6K | 0.00% | −25,616−46.8% | Reduced |
| LPL Financial LLC | 30,089 | $846.7K | 0.00% | −311−1.0% | Reduced |
| Price T Rowe Associates Inc | 31,164 | $877.0K | 0.00% | −10,055−24.4% | Reduced |
| Los Angeles Capital Management LLC | 32,145 | $904.6K | 0.00% | −3,800−10.6% | Reduced |
| Compass Ion Advisors, LLC | 36,864 | $1.04M | 0.13% | −1,510−3.9% | Reduced |
| Citigroup Inc | 37,867 | $1.07M | 0.00% | +14,736+63.7% | Added |
| IVC Wealth Advisors LLC | 40,107 | $1.13M | 0.62% | 00.0% | Unchanged |
| Raymond James & Associates | 40,303 | $1.13M | 0.00% | +1,030+2.6% | Added |
| Rhumbline Advisers | 45,453 | $1.28M | 0.00% | −2,313−4.8% | Reduced |
| Thrivent Financial for Lutherans | 45,786 | $1.29M | 0.00% | −7,235−13.6% | Reduced |
| Teacher Retirement System of Texas | 46,017 | $1.29M | 0.01% | +21,295+86.1% | Added |
| UBS Asset Management Americas Inc | 47,700 | $1.34M | 0.00% | +6,667+16.2% | Added |
| Franklin Resources Inc | 48,312 | $1.35M | 0.00% | +12,771+35.9% | Added |
| Jane Street Group, LLC | 48,782 | $1.37M | 0.00% | +21,030+75.8% | Added |
| Two Sigma Investments, LP | 49,120 | $1.38M | 0.00% | +189+0.4% | Added |
| Logan Capital Management Inc | 50,427 | $1.42M | 0.06% | 00.0% | Unchanged |
| Creative Planning | 54,132 | $1.52M | 0.00% | +13,912+34.6% | Added |
| Swiss National Bank | 57,078 | $1.61M | 0.00% | −1,000−1.7% | Reduced |
| Two Sigma Advisers, LP | 59,280 | $1.67M | 0.00% | −16,500−21.8% | Reduced |
| Barclays PLC | 66,603 | $1.87M | 0.00% | +31,783+91.3% | Added |
| Martingale Asset Management L P | 71,530 | $2.01M | 0.05% | +26,473+58.8% | Added |
| Invesco Ltd. | 82,629 | $2.33M | 0.00% | −19,386−19.0% | Reduced |
| State of New Jersey Common Pension Fund D | 87,072 | $2.45M | 0.01% | 00.0% | Unchanged |
| Empowered Funds, LLC | 93,691 | $2.64M | 0.04% | +4,690+5.3% | Added |
| JPMorgan Chase & Co | 103,531 | $2.91M | 0.00% | +40,545+64.4% | Added |
| Bank of America Corp | 107,541 | $3.03M | 0.00% | −4,894−4.4% | Reduced |
| Ameriprise Financial Inc | 137,485 | $3.87M | 0.00% | +6,137+4.7% | Added |
| Prudential Financial Inc | 140,624 | $3.96M | 0.01% | +15,400+12.3% | Added |
| Bank of New York Mellon Corp | 151,221 | $4.26M | 0.00% | −22,894−13.1% | Reduced |
| SEI Investments Co | 170,122 | $4.79M | 0.01% | +28,484+20.1% | Added |
| Nuveen Asset Management, LLC | 171,622 | $4.83M | 0.00% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 212,513 | $5.98M | 0.00% | −25,631−10.8% | Reduced |
| Bridgeway Capital Management, LLC | 216,870 | $6.10M | 0.13% | +4,690+2.2% | Added |
| Assenagon Asset Management S.A. | 228,321 | $6.42M | 0.01% | +83,312+57.5% | Added |
| Arrowstreet Capital, Limited Partnership | 235,290 | $6.62M | 0.01% | +157,872+203.9% | Added |
| Royce & Associates LP | 243,466 | $6.85M | 0.06% | −27,258−10.1% | Reduced |
| Charles Schwab Investment Management Inc | 245,883 | $6.92M | 0.00% | −10,892−4.2% | Reduced |
| Endeavour Capital Advisors Inc | 273,189 | $7.69M | 2.41% | −11,750−4.1% | Reduced |
| Goldman Sachs Group Inc | 276,465 | $7.78M | 0.00% | +52,524+23.5% | Added |
| Morgan Stanley | 313,371 | $8.82M | 0.00% | +83,634+36.4% | Added |
| AQR Capital Management LLC | 323,832 | $9.11M | 0.01% | −64,248−16.6% | Reduced |
| Northern Trust Corp | 330,106 | $9.29M | 0.00% | −5,328−1.6% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 394,900 | $11.1M | 0.04% | −58,140−12.8% | Reduced |
| Leeward Investments, LLC - MA | 403,576 | $11.4M | 0.53% | −1,366−0.3% | Reduced |
| Univest Financial Corp | 531,448 | $15.0M | 0.99% | +127,239+31.5% | Added |
| American Century Companies Inc | 561,089 | $15.8M | 0.01% | +79,000+16.4% | Added |
| Renaissance Technologies LLC | 650,889 | $18.3M | 0.03% | −8,400−1.3% | Reduced |
| Geode Capital Management, LLC | 704,445 | $19.8M | 0.00% | +23,770+3.5% | Added |
| State Street Corp | 873,371 | $24.6M | 0.00% | −18,070−2.0% | Reduced |
| Manufacturers Life Insurance Company, The | 1,128,566 | $31.8M | 0.03% | −81,785−6.8% | Reduced |
| Pzena Investment Management LLC | 1,189,748 | $33.5M | 0.11% | −78,502−6.2% | Reduced |
| Vanguard Group Inc | 1,656,102 | $46.6M | 0.00% | +84,299+5.4% | Added |
| Dimensional Fund Advisors LP | 1,972,731 | $55.5M | 0.01% | +14,182+0.7% | Added |
| FMR LLC | 2,622,475 | $73.8M | 0.00% | −9,050−0.3% | Reduced |
| BlackRock, Inc. | 3,471,927 | $97.7M | 0.00% | +3,471,927 | New |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −22,475−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −18,635−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −14,541−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −10,972−100.0% | Sold out |
| Ariadne Wealth Management, LP | 0 | $0 | 0.00% | −10,137−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −1,236−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −807−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −191−100.0% | Sold out |
| FinTrust Capital Advisors, LLC | 0 | $0 | 0.00% | −131−100.0% | Sold out |
| Lynx Investment Advisory | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Girard Partners Ltd. | – | – | – | – | Not filed |