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, Q1 2025
Institutional positions in Univest Financial Corp as of Mar 31, 2025. 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
- 179
- +8 vs. Q4 2024
- Shares held
- 22.8M
- +283.3K (+1.3%) vs. Q4 2024
- Total value
- $645.5M
- −$17.8M (−2.7%) vs. Q4 2024
- New holders
- 19
- 57 more added
- Sold out
- 11
- 60 more reduced
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Univest Financial Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,417,968 | $96.9M | 0.00% | −40,585−1.2% | Reduced |
| FMR LLC | 2,607,250 | $73.9M | 0.00% | −3,698−0.1% | Reduced |
| Dimensional Fund Advisors LP | 1,951,007 | $55.3M | 0.01% | −22,461−1.1% | Reduced |
| Vanguard Group Inc | 1,695,235 | $48.1M | 0.00% | +69,462+4.3% | Added |
| Manufacturers Life Insurance Company, The | 1,282,311 | $36.4M | 0.03% | +77,781+6.5% | Added |
| Pzena Investment Management LLC | 1,143,141 | $32.4M | 0.11% | −5,976−0.5% | Reduced |
| State Street Corp | 850,899 | $24.1M | 0.00% | −108,361−11.3% | Reduced |
| Geode Capital Management, LLC | 737,069 | $20.9M | 0.00% | +34,497+4.9% | Added |
| American Century Companies Inc | 682,823 | $19.4M | 0.01% | +50,469+8.0% | Added |
| Renaissance Technologies LLC | 644,269 | $18.3M | 0.03% | +15,580+2.5% | Added |
| Univest Financial Corp | 520,580 | $14.8M | 0.96% | −11,248−2.1% | Reduced |
| Ameriprise Financial Inc | 385,155 | $10.9M | 0.00% | −13,320−3.3% | Reduced |
| Leeward Investments, LLC - MA | 360,025 | $10.2M | 0.54% | −15,638−4.2% | Reduced |
| Northern Trust Corp | 329,991 | $9.36M | 0.00% | −9,299−2.7% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 308,430 | $8.75M | 0.03% | −82,340−21.1% | Reduced |
| AQR Capital Management LLC | 307,447 | $8.72M | 0.01% | −1,801−0.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 283,495 | $8.04M | 0.01% | +44,436+18.6% | Added |
| Endeavour Capital Advisors Inc | 256,631 | $7.28M | 2.70% | +14,547+6.0% | Added |
| Charles Schwab Investment Management Inc | 235,701 | $6.68M | 0.00% | −9,686−3.9% | Reduced |
| Morgan Stanley | 225,676 | $6.40M | 0.00% | −90,223−28.6% | Reduced |
| Goldman Sachs Group Inc | 224,241 | $6.36M | 0.00% | −44,091−16.4% | Reduced |
| Neuberger Berman Group LLC | 211,330 | $5.99M | 0.01% | −441−0.2% | Reduced |
| Bridgeway Capital Management, LLC | 202,654 | $5.75M | 0.14% | +4,087+2.1% | Added |
| UBS Group AG | 200,699 | $5.69M | 0.00% | +113,839+131.1% | Added |
| SEI Investments Co | 179,685 | $5.10M | 0.01% | +9,296+5.5% | Added |
| Allianz Asset Management GmbH | 174,631 | $4.95M | 0.01% | +174,631 | New |
| Bank of New York Mellon Corp | 150,845 | $4.28M | 0.00% | −1,183−0.8% | Reduced |
| JPMorgan Chase & Co | 150,501 | $4.27M | 0.00% | +11,399+8.2% | Added |
| Bank of America Corp | 131,902 | $3.74M | 0.00% | −431−0.3% | Reduced |
| Royce & Associates LP | 131,336 | $3.72M | 0.04% | −51,115−28.0% | Reduced |
| Nuveen, LLC | 119,324 | $3.38M | 0.00% | +119,324 | New |
| Empowered Funds, LLC | 102,517 | $2.91M | 0.04% | +4,087+4.2% | Added |
| Assenagon Asset Management S.A. | 100,197 | $2.84M | 0.01% | −15,332−13.3% | Reduced |
| State of New Jersey Common Pension Fund D | 89,764 | $2.55M | 0.01% | +2,692+3.1% | Added |
| Prudential Financial Inc | 86,634 | $2.46M | 0.00% | −86,390−49.9% | Reduced |
| Raymond James Financial Inc | 79,896 | $2.27M | 0.00% | +2,005+2.6% | Added |
| Invesco Ltd. | 79,265 | $2.25M | 0.00% | −6,636−7.7% | Reduced |
| Martingale Asset Management L P | 78,087 | $2.21M | 0.06% | +210+0.3% | Added |
| Two Sigma Investments, LP | 68,112 | $1.93M | 0.00% | +37,040+119.2% | Added |
| Creative Planning | 57,166 | $1.62M | 0.00% | −3,727−6.1% | Reduced |
| Barclays PLC | 56,509 | $1.60M | 0.00% | −16,676−22.8% | Reduced |
| Swiss National Bank | 56,278 | $1.60M | 0.00% | −800−1.4% | Reduced |
| Jane Street Group, LLC | 51,728 | $1.47M | 0.00% | +51,728 | New |
| Logan Capital Management Inc | 50,427 | $1.43M | 0.07% | 00.0% | Unchanged |
| Franklin Resources Inc | 47,861 | $1.36M | 0.00% | −219−0.5% | Reduced |
| Two Sigma Advisers, LP | 46,980 | $1.33M | 0.00% | +6,100+14.9% | Added |
| UBS Asset Management Americas Inc | 46,848 | $1.33M | 0.00% | +2,902+6.6% | Added |
| Rhumbline Advisers | 44,953 | $1.27M | 0.00% | −1,815−3.9% | Reduced |
| Susquehanna International Group, LLP | 43,760 | $1.24M | 0.00% | +28,516+187.1% | Added |
| Panagora Asset Management Inc | 42,782 | $1.21M | 0.01% | +19,352+82.6% | Added |
| Hussman Strategic Advisors, Inc. | 42,000 | $1.19M | 0.29% | +42,000 | New |
| IVC Wealth Advisors LLC | 40,107 | $1.14M | 0.61% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 39,733 | $1.13M | 0.00% | +6,823+20.7% | Added |
| Smartleaf Asset Management LLC | 39,166 | $1.12M | 0.11% | +9,811+33.4% | Added |
| Compass Ion Advisors, LLC | 37,047 | $1.05M | 0.12% | +91+0.2% | Added |
| ExodusPoint Capital Management, LP | 35,089 | $995.0K | 0.01% | +15,456+78.7% | Added |
| Teacher Retirement System of Texas | 34,887 | $989.4K | 0.00% | −21,261−37.9% | Reduced |
| Citigroup Inc | 34,858 | $988.6K | 0.00% | −5,243−13.1% | Reduced |
| Tudor Investment Corp Et Al | 34,038 | $965.3K | 0.01% | −5,555−14.0% | Reduced |
| Thrivent Financial for Lutherans | 31,132 | $882.0K | 0.00% | −1,330−4.1% | Reduced |
| Victory Capital Management Inc | 29,350 | $832.4K | 0.00% | +1,150+4.1% | Added |
| Everhart Financial Group, Inc. | 28,449 | $806.8K | 0.11% | +810+2.9% | Added |
| Legal & General Group Plc | 28,321 | $803.2K | 0.00% | −209−0.7% | Reduced |
| California State Teachers Retirement System | 27,224 | $772.1K | 0.00% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 26,797 | $760.0K | 0.01% | +3,558+15.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 26,792 | $759.8K | 0.00% | +2,070+8.4% | Added |
| Alliancebernstein L.P. | 26,056 | $738.9K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 25,932 | $735.4K | 0.00% | −2,573−9.0% | Reduced |
| Intech Investment Management LLC | 25,509 | $723.4K | 0.01% | +9,834+62.7% | Added |
| BLB&B Advisors, LLC | 25,417 | $720.8K | 0.04% | +1,500+6.3% | Added |
| Campbell & CO Investment Adviser LLC | 24,557 | $696.4K | 0.05% | +6,310+34.6% | Added |
| Insight Advisors, LLC | 23,500 | $666.5K | 0.12% | +11,750+100.0% | Added |
| Los Angeles Capital Management LLC | 23,345 | $662.1K | 0.00% | −3,300−12.4% | Reduced |
| BNP Paribas Arbitrage, SA | 21,985 | $623.5K | 0.00% | −1,855−7.8% | Reduced |
| Pacific Ridge Capital Partners, LLC | 21,904 | $621.2K | 0.16% | −192−0.9% | Reduced |
| STRS Ohio | 21,000 | $595.6K | 0.00% | −1,000−4.5% | Reduced |
| Keeley-Teton Advisors, LLC | 20,719 | $587.6K | 0.07% | +5,527+36.4% | Added |
| SG Americas Securities, LLC | 20,108 | $570.0K | 0.00% | +10,426+107.7% | Added |
| Armis Advisers, LLC | 18,630 | $550.3K | 0.05% | +18,630 | New |
| Wells Fargo & Company | 19,304 | $547.5K | 0.00% | +606+3.2% | Added |
| Trexquant Investment LP | 17,796 | $504.7K | 0.01% | +7,980+81.3% | Added |
| First Trust Advisors LP | 17,715 | $502.4K | 0.00% | +34+0.2% | Added |
| LPL Financial LLC | 17,663 | $500.9K | 0.00% | −10,360−37.0% | Reduced |
| Keybank National Association | 17,500 | $496.3K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 17,300 | $490.6K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 17,246 | $489.1K | 0.00% | −313−1.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 17,171 | $487.0K | 0.00% | +703+4.3% | Added |
| Sterling Capital Management LLC | 16,279 | $461.7K | 0.01% | −1,937−10.6% | Reduced |
| Rafferty Asset Management, LLC | 16,184 | $459.0K | 0.00% | −4,717−22.6% | Reduced |
| Apexium Financial, LP | 15,352 | $435.4K | 0.03% | +500+3.4% | Added |
| LSV Asset Management | 14,900 | $423.0K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 14,173 | $401.9K | 0.00% | −211−1.5% | Reduced |
| Atria Wealth Solutions, Inc. | 13,859 | $393.0K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 13,179 | $377.6K | 0.00% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 12,745 | $361.4K | 0.00% | +12,745 | New |
| First Manhattan Co | 12,434 | $352.6K | 0.00% | −328−2.6% | Reduced |
| Cary Street Partners Financial LLC | 11,988 | $340.0K | 0.01% | 00.0% | Unchanged |
| Bernardo Wealth Planning LLC | 11,933 | $338.0K | 0.08% | +30.0% | Added |
| Zacks Investment Management | 11,304 | $320.6K | 0.00% | +1,511+15.4% | Added |
| Commonwealth Equity Services, LLC | 10,881 | $309.0K | 0.00% | 00.0% | Unchanged |