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 |
|---|---|---|---|---|---|
| ExodusPoint Capital Management, LP | 19,633 | $579.0K | 0.01% | +19,633 | New |
| Qube Research & Technologies Ltd | 20,160 | $594.9K | 0.00% | +20,160 | New |
| Rafferty Asset Management, LLC | 20,901 | $616.8K | 0.00% | +1,680+8.7% | Added |
| Bailard, Inc. | 21,132 | $623.6K | 0.02% | +332+1.6% | Added |
| STRS Ohio | 22,000 | $649.2K | 0.00% | −1,100−4.8% | Reduced |
| Pacific Ridge Capital Partners, LLC | 22,096 | $652.1K | 0.15% | −5,806−20.8% | Reduced |
| Wedge Capital Management L L P | 23,239 | $685.8K | 0.01% | −724−3.0% | Reduced |
| Panagora Asset Management Inc | 23,430 | $691.4K | 0.00% | +23,430 | New |
| BNP Paribas Arbitrage, SA | 23,840 | $703.5K | 0.00% | +11,555+94.1% | Added |
| BLB&B Advisors, LLC | 23,917 | $705.8K | 0.04% | −2,999−11.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 24,722 | $729.5K | 0.00% | +9,890+66.7% | Added |
| Janney Montgomery Scott LLC | 24,724 | $730.0K | 0.00% | +488+2.0% | Added |
| Alliancebernstein L.P. | 26,056 | $768.9K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 26,645 | $786.3K | 0.00% | −5,500−17.1% | Reduced |
| California State Teachers Retirement System | 27,224 | $803.4K | 0.00% | −425−1.5% | Reduced |
| Everhart Financial Group, Inc. | 27,639 | $815.6K | 0.17% | +1,319+5.0% | Added |
| LPL Financial LLC | 28,023 | $826.9K | 0.00% | −2,066−6.9% | Reduced |
| Victory Capital Management Inc | 28,200 | $832.2K | 0.00% | +700+2.5% | Added |
| Deutsche Bank AG | 28,505 | $841.2K | 0.00% | +10,354+57.0% | Added |
| Legal & General Group Plc | 28,530 | $841.9K | 0.00% | +2,021+7.6% | Added |
| Smartleaf Asset Management LLC | 29,355 | $869.5K | 0.09% | −281−0.9% | Reduced |
| Two Sigma Investments, LP | 31,072 | $916.9K | 0.00% | −18,048−36.7% | Reduced |
| Thrivent Financial for Lutherans | 32,462 | $958.0K | 0.00% | −13,324−29.1% | Reduced |
| Price T Rowe Associates Inc | 32,910 | $972.0K | 0.00% | +1,746+5.6% | Added |
| Compass Ion Advisors, LLC | 36,956 | $1.09M | 0.13% | +92+0.2% | Added |
| Tudor Investment Corp Et Al | 39,593 | $1.17M | 0.01% | +16,138+68.8% | Added |
| Citigroup Inc | 40,101 | $1.18M | 0.00% | +2,234+5.9% | Added |
| IVC Wealth Advisors LLC | 40,107 | $1.18M | 0.66% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 40,880 | $1.21M | 0.00% | −18,400−31.0% | Reduced |
| UBS Asset Management Americas Inc | 43,946 | $1.30M | 0.00% | −3,754−7.9% | Reduced |
| Rhumbline Advisers | 46,768 | $1.38M | 0.00% | +1,315+2.9% | Added |
| Franklin Resources Inc | 48,080 | $1.42M | 0.00% | −232−0.5% | Reduced |
| Logan Capital Management Inc | 50,427 | $1.49M | 0.06% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 56,148 | $1.66M | 0.01% | +10,131+22.0% | Added |
| Swiss National Bank | 57,078 | $1.68M | 0.00% | 00.0% | Unchanged |
| Creative Planning | 60,893 | $1.80M | 0.00% | +6,761+12.5% | Added |
| Barclays PLC | 73,185 | $2.16M | 0.00% | +6,582+9.9% | Added |
| Martingale Asset Management L P | 77,877 | $2.30M | 0.06% | +6,347+8.9% | Added |
| Raymond James Financial Inc | 77,891 | $2.30M | 0.00% | +77,891 | New |
| Invesco Ltd. | 85,901 | $2.53M | 0.00% | +3,272+4.0% | Added |
| UBS Group AG | 86,860 | $2.56M | 0.00% | +58,683+208.3% | Added |
| State of New Jersey Common Pension Fund D | 87,072 | $2.57M | 0.01% | 00.0% | Unchanged |
| Empowered Funds, LLC | 98,430 | $2.90M | 0.04% | +4,739+5.1% | Added |
| Assenagon Asset Management S.A. | 115,529 | $3.41M | 0.01% | −112,792−49.4% | Reduced |
| Bank of America Corp | 132,333 | $3.91M | 0.00% | +24,792+23.1% | Added |
| Nuveen Asset Management, LLC | 136,397 | $4.03M | 0.00% | −35,225−20.5% | Reduced |
| JPMorgan Chase & Co | 139,102 | $4.10M | 0.00% | +35,571+34.4% | Added |
| Bank of New York Mellon Corp | 152,028 | $4.49M | 0.00% | +807+0.5% | Added |
| SEI Investments Co | 170,389 | $5.03M | 0.01% | +267+0.2% | Added |
| Prudential Financial Inc | 173,024 | $5.11M | 0.01% | +32,400+23.0% | Added |
| Royce & Associates LP | 182,451 | $5.38M | 0.05% | −61,015−25.1% | Reduced |
| Bridgeway Capital Management, LLC | 198,567 | $5.86M | 0.13% | −18,303−8.4% | Reduced |
| Neuberger Berman Group LLC | 211,771 | $6.25M | 0.00% | −742−0.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 239,059 | $7.05M | 0.01% | +3,769+1.6% | Added |
| Endeavour Capital Advisors Inc | 242,084 | $7.14M | 2.27% | −31,105−11.4% | Reduced |
| Charles Schwab Investment Management Inc | 245,387 | $7.24M | 0.00% | −496−0.2% | Reduced |
| Goldman Sachs Group Inc | 268,332 | $7.92M | 0.00% | −8,133−2.9% | Reduced |
| AQR Capital Management LLC | 309,248 | $9.13M | 0.01% | −14,584−4.5% | Reduced |
| Morgan Stanley | 315,899 | $9.32M | 0.00% | +2,528+0.8% | Added |
| Northern Trust Corp | 339,290 | $10.0M | 0.00% | +9,184+2.8% | Added |
| Leeward Investments, LLC - MA | 375,663 | $11.1M | 0.55% | −27,913−6.9% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 390,770 | $11.5M | 0.04% | −4,130−1.0% | Reduced |
| Ameriprise Financial Inc | 398,475 | $11.8M | 0.00% | +260,990+189.8% | Added |
| Univest Financial Corp | 531,828 | $15.7M | 0.99% | +380+0.1% | Added |
| Renaissance Technologies LLC | 628,689 | $18.6M | 0.03% | −22,200−3.4% | Reduced |
| American Century Companies Inc | 632,354 | $18.7M | 0.01% | +71,265+12.7% | Added |
| Geode Capital Management, LLC | 702,572 | $20.7M | 0.00% | −1,873−0.3% | Reduced |
| State Street Corp | 959,260 | $28.3M | 0.00% | +85,889+9.8% | Added |
| Pzena Investment Management LLC | 1,149,117 | $33.9M | 0.12% | −40,631−3.4% | Reduced |
| Manufacturers Life Insurance Company, The | 1,204,530 | $35.5M | 0.03% | +75,964+6.7% | Added |
| Vanguard Group Inc | 1,625,773 | $48.0M | 0.00% | −30,329−1.8% | Reduced |
| Dimensional Fund Advisors LP | 1,973,468 | $58.2M | 0.01% | +7370.0% | Added |
| FMR LLC | 2,610,948 | $77.0M | 0.00% | −11,527−0.4% | Reduced |
| BlackRock, Inc. | 3,458,553 | $102.1M | 0.00% | −13,374−0.4% | Reduced |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −48,782−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −15,244−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −12,252−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −1,463−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −901−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |