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 |
|---|---|---|---|---|---|
| Armis Advisers, LLC | 18,630 | $550.3K | 0.05% | +18,630 | New |
| SG Americas Securities, LLC | 20,108 | $570.0K | 0.00% | +10,426+107.7% | Added |
| Keeley-Teton Advisors, LLC | 20,719 | $587.6K | 0.07% | +5,527+36.4% | Added |
| STRS Ohio | 21,000 | $595.6K | 0.00% | −1,000−4.5% | Reduced |
| Pacific Ridge Capital Partners, LLC | 21,904 | $621.2K | 0.16% | −192−0.9% | Reduced |
| BNP Paribas Arbitrage, SA | 21,985 | $623.5K | 0.00% | −1,855−7.8% | Reduced |
| Los Angeles Capital Management LLC | 23,345 | $662.1K | 0.00% | −3,300−12.4% | Reduced |
| Insight Advisors, LLC | 23,500 | $666.5K | 0.12% | +11,750+100.0% | Added |
| Campbell & CO Investment Adviser LLC | 24,557 | $696.4K | 0.05% | +6,310+34.6% | Added |
| BLB&B Advisors, LLC | 25,417 | $720.8K | 0.04% | +1,500+6.3% | Added |
| Intech Investment Management LLC | 25,509 | $723.4K | 0.01% | +9,834+62.7% | Added |
| Deutsche Bank AG | 25,932 | $735.4K | 0.00% | −2,573−9.0% | Reduced |
| Alliancebernstein L.P. | 26,056 | $738.9K | 0.00% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 26,792 | $759.8K | 0.00% | +2,070+8.4% | Added |
| Wedge Capital Management L L P | 26,797 | $760.0K | 0.01% | +3,558+15.3% | Added |
| California State Teachers Retirement System | 27,224 | $772.1K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 28,321 | $803.2K | 0.00% | −209−0.7% | Reduced |
| Everhart Financial Group, Inc. | 28,449 | $806.8K | 0.11% | +810+2.9% | Added |
| Victory Capital Management Inc | 29,350 | $832.4K | 0.00% | +1,150+4.1% | Added |
| Thrivent Financial for Lutherans | 31,132 | $882.0K | 0.00% | −1,330−4.1% | Reduced |
| Tudor Investment Corp Et Al | 34,038 | $965.3K | 0.01% | −5,555−14.0% | Reduced |
| Citigroup Inc | 34,858 | $988.6K | 0.00% | −5,243−13.1% | Reduced |
| Teacher Retirement System of Texas | 34,887 | $989.4K | 0.00% | −21,261−37.9% | Reduced |
| ExodusPoint Capital Management, LP | 35,089 | $995.0K | 0.01% | +15,456+78.7% | Added |
| Compass Ion Advisors, LLC | 37,047 | $1.05M | 0.12% | +91+0.2% | Added |
| Smartleaf Asset Management LLC | 39,166 | $1.12M | 0.11% | +9,811+33.4% | Added |
| Price T Rowe Associates Inc | 39,733 | $1.13M | 0.00% | +6,823+20.7% | Added |
| IVC Wealth Advisors LLC | 40,107 | $1.14M | 0.61% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 42,000 | $1.19M | 0.29% | +42,000 | New |
| Panagora Asset Management Inc | 42,782 | $1.21M | 0.01% | +19,352+82.6% | Added |
| Susquehanna International Group, LLP | 43,760 | $1.24M | 0.00% | +28,516+187.1% | Added |
| Rhumbline Advisers | 44,953 | $1.27M | 0.00% | −1,815−3.9% | Reduced |
| UBS Asset Management Americas Inc | 46,848 | $1.33M | 0.00% | +2,902+6.6% | Added |
| Two Sigma Advisers, LP | 46,980 | $1.33M | 0.00% | +6,100+14.9% | Added |
| Franklin Resources Inc | 47,861 | $1.36M | 0.00% | −219−0.5% | Reduced |
| Logan Capital Management Inc | 50,427 | $1.43M | 0.07% | 00.0% | Unchanged |
| Jane Street Group, LLC | 51,728 | $1.47M | 0.00% | +51,728 | New |
| Swiss National Bank | 56,278 | $1.60M | 0.00% | −800−1.4% | Reduced |
| Barclays PLC | 56,509 | $1.60M | 0.00% | −16,676−22.8% | Reduced |
| Creative Planning | 57,166 | $1.62M | 0.00% | −3,727−6.1% | Reduced |
| Two Sigma Investments, LP | 68,112 | $1.93M | 0.00% | +37,040+119.2% | Added |
| Martingale Asset Management L P | 78,087 | $2.21M | 0.06% | +210+0.3% | Added |
| Invesco Ltd. | 79,265 | $2.25M | 0.00% | −6,636−7.7% | Reduced |
| Raymond James Financial Inc | 79,896 | $2.27M | 0.00% | +2,005+2.6% | Added |
| Prudential Financial Inc | 86,634 | $2.46M | 0.00% | −86,390−49.9% | Reduced |
| State of New Jersey Common Pension Fund D | 89,764 | $2.55M | 0.01% | +2,692+3.1% | Added |
| Assenagon Asset Management S.A. | 100,197 | $2.84M | 0.01% | −15,332−13.3% | Reduced |
| Empowered Funds, LLC | 102,517 | $2.91M | 0.04% | +4,087+4.2% | Added |
| Nuveen, LLC | 119,324 | $3.38M | 0.00% | +119,324 | New |
| Royce & Associates LP | 131,336 | $3.72M | 0.04% | −51,115−28.0% | Reduced |
| Bank of America Corp | 131,902 | $3.74M | 0.00% | −431−0.3% | Reduced |
| JPMorgan Chase & Co | 150,501 | $4.27M | 0.00% | +11,399+8.2% | Added |
| Bank of New York Mellon Corp | 150,845 | $4.28M | 0.00% | −1,183−0.8% | Reduced |
| Allianz Asset Management GmbH | 174,631 | $4.95M | 0.01% | +174,631 | New |
| SEI Investments Co | 179,685 | $5.10M | 0.01% | +9,296+5.5% | Added |
| UBS Group AG | 200,699 | $5.69M | 0.00% | +113,839+131.1% | Added |
| Bridgeway Capital Management, LLC | 202,654 | $5.75M | 0.14% | +4,087+2.1% | Added |
| Neuberger Berman Group LLC | 211,330 | $5.99M | 0.01% | −441−0.2% | Reduced |
| Goldman Sachs Group Inc | 224,241 | $6.36M | 0.00% | −44,091−16.4% | Reduced |
| Morgan Stanley | 225,676 | $6.40M | 0.00% | −90,223−28.6% | Reduced |
| Charles Schwab Investment Management Inc | 235,701 | $6.68M | 0.00% | −9,686−3.9% | Reduced |
| Endeavour Capital Advisors Inc | 256,631 | $7.28M | 2.70% | +14,547+6.0% | Added |
| Arrowstreet Capital, Limited Partnership | 283,495 | $8.04M | 0.01% | +44,436+18.6% | Added |
| AQR Capital Management LLC | 307,447 | $8.72M | 0.01% | −1,801−0.6% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 308,430 | $8.75M | 0.03% | −82,340−21.1% | Reduced |
| Northern Trust Corp | 329,991 | $9.36M | 0.00% | −9,299−2.7% | Reduced |
| Leeward Investments, LLC - MA | 360,025 | $10.2M | 0.54% | −15,638−4.2% | Reduced |
| Ameriprise Financial Inc | 385,155 | $10.9M | 0.00% | −13,320−3.3% | Reduced |
| Univest Financial Corp | 520,580 | $14.8M | 0.96% | −11,248−2.1% | Reduced |
| Renaissance Technologies LLC | 644,269 | $18.3M | 0.03% | +15,580+2.5% | Added |
| American Century Companies Inc | 682,823 | $19.4M | 0.01% | +50,469+8.0% | Added |
| Geode Capital Management, LLC | 737,069 | $20.9M | 0.00% | +34,497+4.9% | Added |
| State Street Corp | 850,899 | $24.1M | 0.00% | −108,361−11.3% | Reduced |
| Pzena Investment Management LLC | 1,143,141 | $32.4M | 0.11% | −5,976−0.5% | Reduced |
| Manufacturers Life Insurance Company, The | 1,282,311 | $36.4M | 0.03% | +77,781+6.5% | Added |
| Vanguard Group Inc | 1,695,235 | $48.1M | 0.00% | +69,462+4.3% | Added |
| Dimensional Fund Advisors LP | 1,951,007 | $55.3M | 0.01% | −22,461−1.1% | Reduced |
| FMR LLC | 2,607,250 | $73.9M | 0.00% | −3,698−0.1% | Reduced |
| BlackRock, Inc. | 3,417,968 | $96.9M | 0.00% | −40,585−1.2% | Reduced |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −20,160−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −19,297−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −14,644−100.0% | Sold out |
| Cambria Investment Management, L.P. | 0 | $0 | 0.00% | −10,616−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −8,148−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −8,070−100.0% | Sold out |
| Cornerstone Investment Partners, LLC | 0 | $0 | 0.00% | −7,595−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −719−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −590−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −71−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −87−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Lakeview Capital Partners, LLC | – | – | – | – | Not filed |
| Cassady Schiller Wealth Management, LLC | – | – | – | – | Not filed |