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, Q2 2025
Institutional positions in Univest Financial Corp as of Jun 30, 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
- 183
- +6 vs. Q1 2025
- Shares held
- 22.6M
- −171.5K (−0.8%) vs. Q1 2025
- Total value
- $678.0M
- +$33.1M (+5.1%) vs. Q1 2025
- New holders
- 21
- 66 more added
- Sold out
- 15
- 52 more reduced
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Univest Financial Corp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,232,855 | $97.1M | 0.00% | −185,113−5.4% | Reduced |
| FMR LLC | 2,596,325 | $78.0M | 0.00% | −10,925−0.4% | Reduced |
| Dimensional Fund Advisors LP | 1,910,039 | $57.4M | 0.01% | −40,968−2.1% | Reduced |
| Vanguard Group Inc | 1,725,256 | $51.8M | 0.00% | +30,021+1.8% | Added |
| Manufacturers Life Insurance Company, The | 1,475,872 | $44.3M | 0.04% | +193,561+15.1% | Added |
| Pzena Investment Management LLC | 888,209 | $26.7M | 0.09% | −254,932−22.3% | Reduced |
| State Street Corp | 872,632 | $26.2M | 0.00% | +21,733+2.6% | Added |
| Geode Capital Management, LLC | 773,731 | $23.2M | 0.00% | +36,662+5.0% | Added |
| American Century Companies Inc | 688,723 | $20.7M | 0.01% | +5,900+0.9% | Added |
| Renaissance Technologies LLC | 625,489 | $18.8M | 0.02% | −18,780−2.9% | Reduced |
| Univest Financial Corp | 503,000 | $15.1M | 0.91% | −17,580−3.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 359,737 | $10.8M | 0.01% | +76,242+26.9% | Added |
| Leeward Investments, LLC - MA | 346,897 | $10.4M | 0.55% | −13,128−3.6% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 338,330 | $10.2M | 0.03% | +29,900+9.7% | Added |
| Northern Trust Corp | 310,206 | $9.32M | 0.00% | −19,785−6.0% | Reduced |
| AQR Capital Management LLC | 299,403 | $8.99M | 0.01% | −8,044−2.6% | Reduced |
| Morgan Stanley | 270,950 | $8.14M | 0.00% | +45,274+20.1% | Added |
| Endeavour Capital Advisors Inc | 256,631 | $7.71M | 2.65% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 238,262 | $7.16M | 0.00% | +2,561+1.1% | Added |
| Ameriprise Financial Inc | 207,875 | $6.24M | 0.00% | −177,280−46.0% | Reduced |
| Neuberger Berman Group LLC | 207,439 | $6.23M | 0.00% | −3,891−1.8% | Reduced |
| Bridgeway Capital Management, LLC | 205,811 | $6.18M | 0.15% | +3,157+1.6% | Added |
| Goldman Sachs Group Inc | 197,948 | $5.95M | 0.00% | −26,293−11.7% | Reduced |
| SEI Investments Co | 195,411 | $5.87M | 0.01% | +15,726+8.8% | Added |
| Allianz Asset Management GmbH | 183,652 | $5.52M | 0.01% | +9,021+5.2% | Added |
| Bank of America Corp | 166,122 | $4.99M | 0.00% | +34,220+25.9% | Added |
| Nuveen, LLC | 159,928 | $4.80M | 0.00% | +40,604+34.0% | Added |
| Bank of New York Mellon Corp | 149,015 | $4.48M | 0.00% | −1,830−1.2% | Reduced |
| UBS Group AG | 139,020 | $4.18M | 0.00% | −61,679−30.7% | Reduced |
| Millennium Management LLC | 133,663 | $4.02M | 0.00% | +133,663 | New |
| Royce & Associates LP | 131,336 | $3.95M | 0.04% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 127,189 | $3.82M | 0.00% | −23,312−15.5% | Reduced |
| Two Sigma Investments, LP | 111,681 | $3.35M | 0.01% | +43,569+64.0% | Added |
| Empowered Funds, LLC | 105,674 | $3.17M | 0.04% | +3,157+3.1% | Added |
| Raymond James Financial Inc | 99,670 | $2.99M | 0.00% | +19,774+24.7% | Added |
| Prudential Financial Inc | 92,405 | $2.78M | 0.00% | +5,771+6.7% | Added |
| State of New Jersey Common Pension Fund D | 89,764 | $2.70M | 0.01% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 86,137 | $2.59M | 0.00% | +39,289+83.9% | Added |
| Martingale Asset Management L P | 78,360 | $2.35M | 0.06% | +273+0.3% | Added |
| Barclays PLC | 76,989 | $2.31M | 0.00% | +20,480+36.2% | Added |
| Two Sigma Advisers, LP | 75,680 | $2.27M | 0.00% | +28,700+61.1% | Added |
| Creative Planning | 71,105 | $2.14M | 0.00% | +13,939+24.4% | Added |
| Invesco Ltd. | 63,913 | $1.92M | 0.00% | −15,352−19.4% | Reduced |
| Swiss National Bank | 55,378 | $1.66M | 0.00% | −900−1.6% | Reduced |
| Franklin Resources Inc | 49,982 | $1.50M | 0.00% | +2,121+4.4% | Added |
| Logan Capital Management Inc | 48,600 | $1.46M | 0.07% | −1,827−3.6% | Reduced |
| Jane Street Group, LLC | 48,031 | $1.44M | 0.00% | −3,697−7.1% | Reduced |
| Rhumbline Advisers | 44,708 | $1.34M | 0.00% | −245−0.5% | Reduced |
| Panagora Asset Management Inc | 42,763 | $1.28M | 0.01% | −190.0% | Reduced |
| Susquehanna International Group, LLP | 42,720 | $1.28M | 0.00% | −1,040−2.4% | Reduced |
| Hussman Strategic Advisors, Inc. | 42,000 | $1.26M | 0.29% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 40,632 | $1.22M | 0.00% | +899+2.3% | Added |
| IVC Wealth Advisors LLC | 40,107 | $1.20M | 0.59% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 37,049 | $1.13M | 0.10% | −2,117−5.4% | Reduced |
| Compass Ion Advisors, LLC | 37,144 | $1.12M | 0.12% | +97+0.3% | Added |
| Alliancebernstein L.P. | 35,306 | $1.06M | 0.00% | +9,250+35.5% | Added |
| Campbell & CO Investment Adviser LLC | 31,900 | $958.3K | 0.06% | +7,343+29.9% | Added |
| Everhart Financial Group, Inc. | 31,677 | $951.6K | 0.11% | +3,228+11.3% | Added |
| Thrivent Financial for Lutherans | 31,132 | $935.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 30,612 | $919.6K | 0.00% | +2,291+8.1% | Added |
| Citigroup Inc | 27,721 | $832.7K | 0.00% | −7,137−20.5% | Reduced |
| California State Teachers Retirement System | 26,891 | $807.8K | 0.00% | −333−1.2% | Reduced |
| Wedge Capital Management L L P | 26,837 | $806.2K | 0.01% | +40+0.1% | Added |
| Teacher Retirement System of Texas | 26,205 | $787.2K | 0.00% | −8,682−24.9% | Reduced |
| BLB&B Advisors, LLC | 25,418 | $763.6K | 0.04% | +10.0% | Added |
| BNP Paribas Arbitrage, SA | 22,354 | $671.5K | 0.00% | +369+1.7% | Added |
| Cubist Systematic Strategies, LLC | 22,343 | $671.2K | 0.01% | +22,343 | New |
| Deutsche Bank AG | 21,684 | $651.4K | 0.00% | −4,248−16.4% | Reduced |
| Victory Capital Management Inc | 21,000 | $630.8K | 0.00% | −8,350−28.4% | Reduced |
| STRS Ohio | 21,000 | $630.8K | 0.00% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 20,927 | $628.6K | 0.00% | −5,865−21.9% | Reduced |
| Bernardo Wealth Planning LLC | 20,688 | $621.0K | 0.13% | +8,755+73.4% | Added |
| XTX Topco Ltd | 20,653 | $620.4K | 0.03% | +12,857+164.9% | Added |
| Wells Fargo & Company | 20,214 | $607.2K | 0.00% | +910+4.7% | Added |
| Principal Financial Group Inc | 20,176 | $606.1K | 0.00% | +20,176 | New |
| Armis Advisers, LLC | 18,630 | $590.2K | 0.05% | 00.0% | Unchanged |
| Gabelli Funds LLC | 19,597 | $588.7K | 0.00% | +19,597 | New |
| Intech Investment Management LLC | 19,464 | $584.7K | 0.01% | −6,045−23.7% | Reduced |
| Los Angeles Capital Management LLC | 19,315 | $580.2K | 0.00% | −4,030−17.3% | Reduced |
| Rafferty Asset Management, LLC | 18,792 | $564.5K | 0.00% | +2,608+16.1% | Added |
| First Trust Advisors LP | 18,703 | $561.8K | 0.00% | +988+5.6% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 17,565 | $527.7K | 0.00% | +4,820+37.8% | Added |
| Quest Partners LLC | 17,342 | $521.0K | 0.05% | +10,135+140.6% | Added |
| KLP Kapitalforvaltning AS | 17,300 | $519.7K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 17,246 | $518.1K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 16,555 | $497.3K | 0.01% | +276+1.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 15,794 | $474.5K | 0.00% | −1,377−8.0% | Reduced |
| LPL Financial LLC | 15,582 | $468.1K | 0.00% | −2,081−11.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 14,037 | $459.0K | 0.00% | +4,286+44.0% | Added |
| Apexium Financial, LP | 14,973 | $449.8K | 0.02% | −379−2.5% | Reduced |
| LSV Asset Management | 14,900 | $448.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,471 | $434.7K | 0.00% | +7,012+94.0% | Added |
| Janney Montgomery Scott LLC | 14,383 | $432.0K | 0.00% | +7,000+94.8% | Added |
| Atria Wealth Solutions, Inc. | 13,859 | $416.3K | 0.01% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 13,179 | $395.5K | 0.00% | 00.0% | Unchanged |
| Ieq Capital, LLC | 12,541 | $376.7K | 0.00% | +4,467+55.3% | Added |
| First Manhattan Co | 12,434 | $373.5K | 0.00% | 00.0% | Unchanged |
| Man Group plc | 12,292 | $369.3K | 0.00% | +12,292 | New |
| Cary Street Partners Financial LLC | 11,988 | $360.1K | 0.01% | 00.0% | Unchanged |
| Insight Advisors, LLC | 11,750 | $353.0K | 0.06% | −11,750−50.0% | Reduced |