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.
Q1 2025 vs. Q4 2024
How the institutions holding Univest Financial Corp changed between Q4 2024 and Q1 2025.
All holders in Q1 2025All holders in Q4 2024
| Measure | Q4 2024 | Of which not filed for Q1 2025 | Q1 2025 | Change |
|---|---|---|---|---|
| Holders | 174 | 3 | 179 | +8 |
| Shares | 22.6M | 155.0K | 22.8M | +283.3K (+1.3%) |
| Value | $667.8M | $4.58M | $645.5M | −$17.8M (−2.7%) |
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (19)
Institutions that held Univest Financial Corp at the end of Q1 2025 but not at the end of Q4 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Allianz Asset Management GmbH | 174,631 | $4.95M | 0.01% |
| Nuveen, LLC | 119,324 | $3.38M | 0.00% |
| Jane Street Group, LLC | 51,728 | $1.47M | 0.00% |
| Hussman Strategic Advisors, Inc. | 42,000 | $1.19M | 0.29% |
| Armis Advisers, LLC | 18,630 | $550.3K | 0.05% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 12,745 | $361.4K | 0.00% |
| Polymer Capital Management (US) LLC | 10,685 | $303.0K | 0.09% |
| Squarepoint Ops LLC | 8,324 | $236.1K | 0.00% |
| Ieq Capital, LLC | 8,074 | $229.0K | 0.00% |
| Citadel Advisors LLC | 8,065 | $228.7K | 0.00% |
| Verition Fund Management LLC | 8,013 | $227.2K | 0.00% |
| XTX Topco Ltd | 7,796 | $221.1K | 0.01% |
| Aquatic Capital Management LLC | 1,206 | $34.2K | 0.00% |
| Coldstream Capital Management Inc | 628 | $17.8K | 0.00% |
| Federated Hermes, Inc. | 88 | $2.50K | 0.00% |
| Private Trust Co NA | 62 | $1.76K | 0.00% |
| Parkside Financial Bank & Trust | 20 | $568 | 0.00% |
| Stephens Consulting, LLC | 15 | $426 | 0.00% |
| True Wealth Design, LLC | 11 | $312 | 0.00% |
Sold out (11)
Institutions that held Univest Financial Corp at the end of Q4 2024 and filed for Q1 2025 without it.
| Institution | Shares, Q4 2024 | Value, Q4 2024 |
|---|---|---|
| Qube Research & Technologies Ltd | 20,160 | $594.9K |
| Millennium Management LLC | 19,297 | $569.5K |
| First Hawaiian Bank | 14,644 | $432.1K |
| Cambria Investment Management, L.P. | 10,616 | $313.3K |
| ProShare Advisors LLC | 8,148 | $240.4K |
| Centiva Capital, LP | 8,070 | $238.1K |
| Cornerstone Investment Partners, LLC | 7,595 | $224.1K |
| SRS Capital Advisors, Inc. | 719 | $21.2K |
| R Squared Ltd | 590 | $17.4K |
| Northwestern Mutual Wealth Management Co | 71 | $2.10K |
| Simplex Trading, LLC | 87 | $2.00K |
Not filed for Q1 2025 yet (3)
Institutions that held Univest Financial Corp at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2024 | Value, Q4 2024 |
|---|---|---|
| Nuveen Asset Management, LLC | 136,397 | $4.03M |
| Lakeview Capital Partners, LLC | 18,630 | $549.8K |
| Cassady Schiller Wealth Management, LLC | 17 | $502 |