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, Q4 2024
Institutional positions in Univest Financial Corp as of Dec 31, 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
- 174
- +18 vs. Q3 2024
- Shares held
- 22.6M
- +401.1K (+1.8%) vs. Q3 2024
- Total value
- $667.8M
- +$42.3M (+6.8%) vs. Q3 2024
- New holders
- 27
- 60 more added
- Sold out
- 9
- 47 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Univest Financial Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,458,553 | $102.1M | 0.00% | −13,374−0.4% | Reduced |
| FMR LLC | 2,610,948 | $77.0M | 0.00% | −11,527−0.4% | Reduced |
| Dimensional Fund Advisors LP | 1,973,468 | $58.2M | 0.01% | +7370.0% | Added |
| Vanguard Group Inc | 1,625,773 | $48.0M | 0.00% | −30,329−1.8% | Reduced |
| Manufacturers Life Insurance Company, The | 1,204,530 | $35.5M | 0.03% | +75,964+6.7% | Added |
| Pzena Investment Management LLC | 1,149,117 | $33.9M | 0.12% | −40,631−3.4% | Reduced |
| State Street Corp | 959,260 | $28.3M | 0.00% | +85,889+9.8% | Added |
| Geode Capital Management, LLC | 702,572 | $20.7M | 0.00% | −1,873−0.3% | Reduced |
| American Century Companies Inc | 632,354 | $18.7M | 0.01% | +71,265+12.7% | Added |
| Renaissance Technologies LLC | 628,689 | $18.6M | 0.03% | −22,200−3.4% | Reduced |
| Univest Financial Corp | 531,828 | $15.7M | 0.99% | +380+0.1% | Added |
| Ameriprise Financial Inc | 398,475 | $11.8M | 0.00% | +260,990+189.8% | Added |
| Hotchkis & Wiley Capital Management LLC | 390,770 | $11.5M | 0.04% | −4,130−1.0% | Reduced |
| Leeward Investments, LLC - MA | 375,663 | $11.1M | 0.55% | −27,913−6.9% | Reduced |
| Northern Trust Corp | 339,290 | $10.0M | 0.00% | +9,184+2.8% | Added |
| Morgan Stanley | 315,899 | $9.32M | 0.00% | +2,528+0.8% | Added |
| AQR Capital Management LLC | 309,248 | $9.13M | 0.01% | −14,584−4.5% | Reduced |
| Goldman Sachs Group Inc | 268,332 | $7.92M | 0.00% | −8,133−2.9% | Reduced |
| Charles Schwab Investment Management Inc | 245,387 | $7.24M | 0.00% | −496−0.2% | Reduced |
| Endeavour Capital Advisors Inc | 242,084 | $7.14M | 2.27% | −31,105−11.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 239,059 | $7.05M | 0.01% | +3,769+1.6% | Added |
| Neuberger Berman Group LLC | 211,771 | $6.25M | 0.00% | −742−0.3% | Reduced |
| Bridgeway Capital Management, LLC | 198,567 | $5.86M | 0.13% | −18,303−8.4% | Reduced |
| Royce & Associates LP | 182,451 | $5.38M | 0.05% | −61,015−25.1% | Reduced |
| Prudential Financial Inc | 173,024 | $5.11M | 0.01% | +32,400+23.0% | Added |
| SEI Investments Co | 170,389 | $5.03M | 0.01% | +267+0.2% | Added |
| Bank of New York Mellon Corp | 152,028 | $4.49M | 0.00% | +807+0.5% | Added |
| JPMorgan Chase & Co | 139,102 | $4.10M | 0.00% | +35,571+34.4% | Added |
| Nuveen Asset Management, LLC | 136,397 | $4.03M | 0.00% | −35,225−20.5% | Reduced |
| Bank of America Corp | 132,333 | $3.91M | 0.00% | +24,792+23.1% | Added |
| Assenagon Asset Management S.A. | 115,529 | $3.41M | 0.01% | −112,792−49.4% | Reduced |
| Empowered Funds, LLC | 98,430 | $2.90M | 0.04% | +4,739+5.1% | Added |
| State of New Jersey Common Pension Fund D | 87,072 | $2.57M | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 86,860 | $2.56M | 0.00% | +58,683+208.3% | Added |
| Invesco Ltd. | 85,901 | $2.53M | 0.00% | +3,272+4.0% | Added |
| Raymond James Financial Inc | 77,891 | $2.30M | 0.00% | +77,891 | New |
| Martingale Asset Management L P | 77,877 | $2.30M | 0.06% | +6,347+8.9% | Added |
| Barclays PLC | 73,185 | $2.16M | 0.00% | +6,582+9.9% | Added |
| Creative Planning | 60,893 | $1.80M | 0.00% | +6,761+12.5% | Added |
| Swiss National Bank | 57,078 | $1.68M | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 56,148 | $1.66M | 0.01% | +10,131+22.0% | Added |
| Logan Capital Management Inc | 50,427 | $1.49M | 0.06% | 00.0% | Unchanged |
| Franklin Resources Inc | 48,080 | $1.42M | 0.00% | −232−0.5% | Reduced |
| Rhumbline Advisers | 46,768 | $1.38M | 0.00% | +1,315+2.9% | Added |
| UBS Asset Management Americas Inc | 43,946 | $1.30M | 0.00% | −3,754−7.9% | Reduced |
| Two Sigma Advisers, LP | 40,880 | $1.21M | 0.00% | −18,400−31.0% | Reduced |
| IVC Wealth Advisors LLC | 40,107 | $1.18M | 0.66% | 00.0% | Unchanged |
| Citigroup Inc | 40,101 | $1.18M | 0.00% | +2,234+5.9% | Added |
| Tudor Investment Corp Et Al | 39,593 | $1.17M | 0.01% | +16,138+68.8% | Added |
| Compass Ion Advisors, LLC | 36,956 | $1.09M | 0.13% | +92+0.2% | Added |
| Price T Rowe Associates Inc | 32,910 | $972.0K | 0.00% | +1,746+5.6% | Added |
| Thrivent Financial for Lutherans | 32,462 | $958.0K | 0.00% | −13,324−29.1% | Reduced |
| Two Sigma Investments, LP | 31,072 | $916.9K | 0.00% | −18,048−36.7% | Reduced |
| Smartleaf Asset Management LLC | 29,355 | $869.5K | 0.09% | −281−0.9% | Reduced |
| Legal & General Group Plc | 28,530 | $841.9K | 0.00% | +2,021+7.6% | Added |
| Deutsche Bank AG | 28,505 | $841.2K | 0.00% | +10,354+57.0% | Added |
| Victory Capital Management Inc | 28,200 | $832.2K | 0.00% | +700+2.5% | Added |
| LPL Financial LLC | 28,023 | $826.9K | 0.00% | −2,066−6.9% | Reduced |
| Everhart Financial Group, Inc. | 27,639 | $815.6K | 0.17% | +1,319+5.0% | Added |
| California State Teachers Retirement System | 27,224 | $803.4K | 0.00% | −425−1.5% | Reduced |
| Los Angeles Capital Management LLC | 26,645 | $786.3K | 0.00% | −5,500−17.1% | Reduced |
| Alliancebernstein L.P. | 26,056 | $768.9K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 24,724 | $730.0K | 0.00% | +488+2.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 24,722 | $729.5K | 0.00% | +9,890+66.7% | Added |
| BLB&B Advisors, LLC | 23,917 | $705.8K | 0.04% | −2,999−11.1% | Reduced |
| BNP Paribas Arbitrage, SA | 23,840 | $703.5K | 0.00% | +11,555+94.1% | Added |
| Panagora Asset Management Inc | 23,430 | $691.4K | 0.00% | +23,430 | New |
| Wedge Capital Management L L P | 23,239 | $685.8K | 0.01% | −724−3.0% | Reduced |
| Pacific Ridge Capital Partners, LLC | 22,096 | $652.1K | 0.15% | −5,806−20.8% | Reduced |
| STRS Ohio | 22,000 | $649.2K | 0.00% | −1,100−4.8% | Reduced |
| Bailard, Inc. | 21,132 | $623.6K | 0.02% | +332+1.6% | Added |
| Rafferty Asset Management, LLC | 20,901 | $616.8K | 0.00% | +1,680+8.7% | Added |
| Qube Research & Technologies Ltd | 20,160 | $594.9K | 0.00% | +20,160 | New |
| ExodusPoint Capital Management, LP | 19,633 | $579.0K | 0.01% | +19,633 | New |
| Millennium Management LLC | 19,297 | $569.5K | 0.00% | −9,794−33.7% | Reduced |
| Wells Fargo & Company | 18,698 | $551.8K | 0.00% | +3,701+24.7% | Added |
| Lakeview Capital Partners, LLC | 18,630 | $549.8K | 0.12% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 18,247 | $538.5K | 0.04% | −2,466−11.9% | Reduced |
| Sterling Capital Management LLC | 18,216 | $537.6K | 0.01% | +826+4.7% | Added |
| First Trust Advisors LP | 17,681 | $521.8K | 0.00% | +33+0.2% | Added |
| MetLife Investment Management | 17,559 | $518.2K | 0.00% | +969+5.8% | Added |
| Keybank National Association | 17,500 | $516.4K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 17,300 | $510.5K | 0.00% | +17,300 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 16,468 | $486.0K | 0.00% | +614+3.9% | Added |
| Intech Investment Management LLC | 15,675 | $462.6K | 0.00% | +15,675 | New |
| Susquehanna International Group, LLP | 15,244 | $449.9K | 0.00% | +4,462+41.4% | Added |
| Keeley-Teton Advisors, LLC | 15,192 | $448.3K | 0.05% | −2,408−13.7% | Reduced |
| LSV Asset Management | 14,900 | $440.0K | 0.00% | −6,100−29.0% | Reduced |
| Apexium Financial, LP | 14,852 | $438.3K | 0.03% | 00.0% | Unchanged |
| First Hawaiian Bank | 14,644 | $432.1K | 0.01% | 00.0% | Unchanged |
| Quest Partners LLC | 14,571 | $430.0K | 0.06% | +7,024+93.1% | Added |
| Corebridge Financial, Inc. | 14,384 | $424.5K | 0.00% | −1,085−7.0% | Reduced |
| Atria Wealth Solutions, Inc. | 13,859 | $409.0K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 13,179 | $388.8K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 12,762 | $376.6K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 11,988 | $353.8K | 0.01% | +11,988 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,835 | $349.3K | 0.00% | +5,644+91.2% | Added |
| Insight Advisors, LLC | 11,750 | $348.0K | 0.06% | −3,500−23.0% | Reduced |
| Two Sigma Securities, LLC | 11,304 | $333.6K | 0.06% | +11,304 | New |
| Bernardo Wealth Planning LLC | 11,930 | $330.0K | 0.08% | −997−7.7% | Reduced |