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 |
|---|---|---|---|---|---|
| Quest Partners LLC | 17,342 | $521.0K | 0.05% | +10,135+140.6% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 17,565 | $527.7K | 0.00% | +4,820+37.8% | Added |
| First Trust Advisors LP | 18,703 | $561.8K | 0.00% | +988+5.6% | Added |
| Rafferty Asset Management, LLC | 18,792 | $564.5K | 0.00% | +2,608+16.1% | Added |
| Los Angeles Capital Management LLC | 19,315 | $580.2K | 0.00% | −4,030−17.3% | Reduced |
| Intech Investment Management LLC | 19,464 | $584.7K | 0.01% | −6,045−23.7% | Reduced |
| Gabelli Funds LLC | 19,597 | $588.7K | 0.00% | +19,597 | New |
| Armis Advisers, LLC | 18,630 | $590.2K | 0.05% | 00.0% | Unchanged |
| Principal Financial Group Inc | 20,176 | $606.1K | 0.00% | +20,176 | New |
| Wells Fargo & Company | 20,214 | $607.2K | 0.00% | +910+4.7% | Added |
| XTX Topco Ltd | 20,653 | $620.4K | 0.03% | +12,857+164.9% | Added |
| Bernardo Wealth Planning LLC | 20,688 | $621.0K | 0.13% | +8,755+73.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 20,927 | $628.6K | 0.00% | −5,865−21.9% | 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 |
| Deutsche Bank AG | 21,684 | $651.4K | 0.00% | −4,248−16.4% | Reduced |
| Cubist Systematic Strategies, LLC | 22,343 | $671.2K | 0.01% | +22,343 | New |
| BNP Paribas Arbitrage, SA | 22,354 | $671.5K | 0.00% | +369+1.7% | Added |
| BLB&B Advisors, LLC | 25,418 | $763.6K | 0.04% | +10.0% | Added |
| Teacher Retirement System of Texas | 26,205 | $787.2K | 0.00% | −8,682−24.9% | Reduced |
| Wedge Capital Management L L P | 26,837 | $806.2K | 0.01% | +40+0.1% | Added |
| California State Teachers Retirement System | 26,891 | $807.8K | 0.00% | −333−1.2% | Reduced |
| Citigroup Inc | 27,721 | $832.7K | 0.00% | −7,137−20.5% | Reduced |
| Legal & General Group Plc | 30,612 | $919.6K | 0.00% | +2,291+8.1% | Added |
| Thrivent Financial for Lutherans | 31,132 | $935.0K | 0.00% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 31,677 | $951.6K | 0.11% | +3,228+11.3% | Added |
| Campbell & CO Investment Adviser LLC | 31,900 | $958.3K | 0.06% | +7,343+29.9% | Added |
| Alliancebernstein L.P. | 35,306 | $1.06M | 0.00% | +9,250+35.5% | Added |
| Compass Ion Advisors, LLC | 37,144 | $1.12M | 0.12% | +97+0.3% | Added |
| Smartleaf Asset Management LLC | 37,049 | $1.13M | 0.10% | −2,117−5.4% | Reduced |
| IVC Wealth Advisors LLC | 40,107 | $1.20M | 0.59% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 40,632 | $1.22M | 0.00% | +899+2.3% | Added |
| Hussman Strategic Advisors, Inc. | 42,000 | $1.26M | 0.29% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 42,720 | $1.28M | 0.00% | −1,040−2.4% | Reduced |
| Panagora Asset Management Inc | 42,763 | $1.28M | 0.01% | −190.0% | Reduced |
| Rhumbline Advisers | 44,708 | $1.34M | 0.00% | −245−0.5% | Reduced |
| Jane Street Group, LLC | 48,031 | $1.44M | 0.00% | −3,697−7.1% | Reduced |
| Logan Capital Management Inc | 48,600 | $1.46M | 0.07% | −1,827−3.6% | Reduced |
| Franklin Resources Inc | 49,982 | $1.50M | 0.00% | +2,121+4.4% | Added |
| Swiss National Bank | 55,378 | $1.66M | 0.00% | −900−1.6% | Reduced |
| Invesco Ltd. | 63,913 | $1.92M | 0.00% | −15,352−19.4% | Reduced |
| Creative Planning | 71,105 | $2.14M | 0.00% | +13,939+24.4% | Added |
| Two Sigma Advisers, LP | 75,680 | $2.27M | 0.00% | +28,700+61.1% | Added |
| Barclays PLC | 76,989 | $2.31M | 0.00% | +20,480+36.2% | Added |
| Martingale Asset Management L P | 78,360 | $2.35M | 0.06% | +273+0.3% | Added |
| UBS Asset Management Americas Inc | 86,137 | $2.59M | 0.00% | +39,289+83.9% | Added |
| State of New Jersey Common Pension Fund D | 89,764 | $2.70M | 0.01% | 00.0% | Unchanged |
| Prudential Financial Inc | 92,405 | $2.78M | 0.00% | +5,771+6.7% | Added |
| Raymond James Financial Inc | 99,670 | $2.99M | 0.00% | +19,774+24.7% | Added |
| Empowered Funds, LLC | 105,674 | $3.17M | 0.04% | +3,157+3.1% | Added |
| Two Sigma Investments, LP | 111,681 | $3.35M | 0.01% | +43,569+64.0% | Added |
| JPMorgan Chase & Co | 127,189 | $3.82M | 0.00% | −23,312−15.5% | Reduced |
| Royce & Associates LP | 131,336 | $3.95M | 0.04% | 00.0% | Unchanged |
| Millennium Management LLC | 133,663 | $4.02M | 0.00% | +133,663 | New |
| UBS Group AG | 139,020 | $4.18M | 0.00% | −61,679−30.7% | Reduced |
| Bank of New York Mellon Corp | 149,015 | $4.48M | 0.00% | −1,830−1.2% | Reduced |
| Nuveen, LLC | 159,928 | $4.80M | 0.00% | +40,604+34.0% | Added |
| Bank of America Corp | 166,122 | $4.99M | 0.00% | +34,220+25.9% | Added |
| Allianz Asset Management GmbH | 183,652 | $5.52M | 0.01% | +9,021+5.2% | Added |
| SEI Investments Co | 195,411 | $5.87M | 0.01% | +15,726+8.8% | Added |
| Goldman Sachs Group Inc | 197,948 | $5.95M | 0.00% | −26,293−11.7% | Reduced |
| Bridgeway Capital Management, LLC | 205,811 | $6.18M | 0.15% | +3,157+1.6% | Added |
| Neuberger Berman Group LLC | 207,439 | $6.23M | 0.00% | −3,891−1.8% | Reduced |
| Ameriprise Financial Inc | 207,875 | $6.24M | 0.00% | −177,280−46.0% | Reduced |
| Charles Schwab Investment Management Inc | 238,262 | $7.16M | 0.00% | +2,561+1.1% | Added |
| Endeavour Capital Advisors Inc | 256,631 | $7.71M | 2.65% | 00.0% | Unchanged |
| Morgan Stanley | 270,950 | $8.14M | 0.00% | +45,274+20.1% | Added |
| AQR Capital Management LLC | 299,403 | $8.99M | 0.01% | −8,044−2.6% | Reduced |
| Northern Trust Corp | 310,206 | $9.32M | 0.00% | −19,785−6.0% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 338,330 | $10.2M | 0.03% | +29,900+9.7% | Added |
| Leeward Investments, LLC - MA | 346,897 | $10.4M | 0.55% | −13,128−3.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 359,737 | $10.8M | 0.01% | +76,242+26.9% | Added |
| Univest Financial Corp | 503,000 | $15.1M | 0.91% | −17,580−3.4% | Reduced |
| Renaissance Technologies LLC | 625,489 | $18.8M | 0.02% | −18,780−2.9% | Reduced |
| American Century Companies Inc | 688,723 | $20.7M | 0.01% | +5,900+0.9% | Added |
| Geode Capital Management, LLC | 773,731 | $23.2M | 0.00% | +36,662+5.0% | Added |
| State Street Corp | 872,632 | $26.2M | 0.00% | +21,733+2.6% | Added |
| Pzena Investment Management LLC | 888,209 | $26.7M | 0.09% | −254,932−22.3% | Reduced |
| Manufacturers Life Insurance Company, The | 1,475,872 | $44.3M | 0.04% | +193,561+15.1% | Added |
| Vanguard Group Inc | 1,725,256 | $51.8M | 0.00% | +30,021+1.8% | Added |
| Dimensional Fund Advisors LP | 1,910,039 | $57.4M | 0.01% | −40,968−2.1% | Reduced |
| FMR LLC | 2,596,325 | $78.0M | 0.00% | −10,925−0.4% | Reduced |
| BlackRock, Inc. | 3,232,855 | $97.1M | 0.00% | −185,113−5.4% | Reduced |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −100,197−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −35,089−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −34,038−100.0% | Sold out |
| Pacific Ridge Capital Partners, LLC | 0 | $0 | 0.00% | −21,904−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −20,108−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −17,796−100.0% | Sold out |
| Keybank National Association | 0 | $0 | 0.00% | −17,500−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −14,173−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −8,065−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −8,013−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −628−100.0% | Sold out |
| Stonebridge Financial Group, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Keeley-Teton Advisors, LLC | – | – | – | – | Not filed |
| Lindbrook Capital, LLC | – | – | – | – | Not filed |