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, Q3 2025
Institutional positions in Univest Financial Corp as of Sep 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
- 186
- +5 vs. Q2 2025
- Shares held
- 22.2M
- −311.2K (−1.4%) vs. Q2 2025
- Total value
- $667.6M
- −$9.89M (−1.5%) vs. Q2 2025
- New holders
- 26
- 66 more added
- Sold out
- 21
- 49 more reduced
2 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Univest Financial Corp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,091,192 | $92.8M | 0.00% | −141,663−4.4% | Reduced |
| FMR LLC | 2,589,587 | $77.7M | 0.00% | −6,738−0.3% | Reduced |
| Dimensional Fund Advisors LP | 1,897,470 | $57.0M | 0.01% | −12,569−0.7% | Reduced |
| Vanguard Group Inc | 1,741,938 | $52.3M | 0.00% | +16,682+1.0% | Added |
| Manufacturers Life Insurance Company, The | 1,327,838 | $39.9M | 0.03% | −148,034−10.0% | Reduced |
| Pzena Investment Management LLC | 890,902 | $26.7M | 0.09% | +2,693+0.3% | Added |
| State Street Corp | 889,231 | $26.7M | 0.00% | +16,599+1.9% | Added |
| Geode Capital Management, LLC | 802,805 | $24.1M | 0.00% | +29,074+3.8% | Added |
| American Century Companies Inc | 677,845 | $20.3M | 0.01% | −10,878−1.6% | Reduced |
| Renaissance Technologies LLC | 643,289 | $19.3M | 0.03% | +17,800+2.8% | Added |
| Univest Financial Corp | 505,323 | $15.2M | 0.85% | +2,323+0.5% | Added |
| Leeward Investments, LLC - MA | 339,250 | $10.2M | 0.52% | −7,647−2.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 319,313 | $9.59M | 0.01% | −40,424−11.2% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 314,959 | $9.46M | 0.03% | −23,371−6.9% | Reduced |
| Northern Trust Corp | 309,765 | $9.30M | 0.00% | −441−0.1% | Reduced |
| AQR Capital Management LLC | 301,745 | $9.06M | 0.01% | +2,342+0.8% | Added |
| Goldman Sachs Group Inc | 275,163 | $8.26M | 0.00% | +77,215+39.0% | Added |
| Endeavour Capital Advisors Inc | 257,112 | $7.72M | 2.33% | +481+0.2% | Added |
| Charles Schwab Investment Management Inc | 239,322 | $7.18M | 0.00% | +1,060+0.4% | Added |
| Morgan Stanley | 231,153 | $6.94M | 0.00% | −39,797−14.7% | Reduced |
| SEI Investments Co | 229,183 | $6.88M | 0.01% | +33,772+17.3% | Added |
| Bridgeway Capital Management, LLC | 214,185 | $6.43M | 0.14% | +8,374+4.1% | Added |
| Neuberger Berman Group LLC | 199,468 | $5.99M | 0.00% | −7,971−3.8% | Reduced |
| Bank of America Corp | 195,944 | $5.88M | 0.00% | +29,822+18.0% | Added |
| Allianz Asset Management GmbH | 189,045 | $5.68M | 0.01% | +5,393+2.9% | Added |
| Millennium Management LLC | 170,857 | $5.13M | 0.00% | +37,194+27.8% | Added |
| Nuveen, LLC | 159,928 | $4.80M | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 148,863 | $4.47M | 0.00% | −152−0.1% | Reduced |
| JPMorgan Chase & Co | 138,124 | $4.15M | 0.00% | +10,935+8.6% | Added |
| Two Sigma Investments, LP | 131,946 | $3.96M | 0.01% | +20,265+18.1% | Added |
| Royce & Associates LP | 120,358 | $3.61M | 0.04% | −10,978−8.4% | Reduced |
| Empowered Funds, LLC | 114,048 | $3.42M | 0.03% | +8,374+7.9% | Added |
| Raymond James Financial Inc | 101,491 | $3.05M | 0.00% | +1,821+1.8% | Added |
| Prudential Financial Inc | 92,425 | $2.77M | 0.00% | +200.0% | Added |
| Two Sigma Advisers, LP | 79,980 | $2.40M | 0.00% | +4,300+5.7% | Added |
| Martingale Asset Management L P | 79,091 | $2.37M | 0.06% | +731+0.9% | Added |
| UBS Group AG | 78,565 | $2.36M | 0.00% | −60,455−43.5% | Reduced |
| State of New Jersey Common Pension Fund D | 78,236 | $2.35M | 0.01% | −11,528−12.8% | Reduced |
| Creative Planning | 71,037 | $2.13M | 0.00% | −68−0.1% | Reduced |
| Barclays PLC | 56,188 | $1.69M | 0.00% | −20,801−27.0% | Reduced |
| Swiss National Bank | 55,378 | $1.66M | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 54,852 | $1.65M | 0.00% | −153,023−73.6% | Reduced |
| Jane Street Group, LLC | 53,505 | $1.61M | 0.00% | +5,474+11.4% | Added |
| Trexquant Investment LP | 53,005 | $1.59M | 0.02% | +53,005 | New |
| Invesco Ltd. | 51,614 | $1.55M | 0.00% | −12,299−19.2% | Reduced |
| Franklin Resources Inc | 50,956 | $1.53M | 0.00% | +974+1.9% | Added |
| UBS Asset Management Americas Inc | 49,968 | $1.50M | 0.00% | −36,169−42.0% | Reduced |
| Logan Capital Management Inc | 48,600 | $1.46M | 0.06% | 00.0% | Unchanged |
| Rhumbline Advisers | 44,009 | $1.32M | 0.00% | −699−1.6% | Reduced |
| Cubist Systematic Strategies, LLC | 43,368 | $1.30M | 0.02% | +21,025+94.1% | Added |
| Price T Rowe Associates Inc | 42,403 | $1.27M | 0.00% | +1,771+4.4% | Added |
| IVC Wealth Advisors LLC | 40,107 | $1.20M | 0.54% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 39,041 | $1.17M | 0.12% | +7,364+23.2% | Added |
| Smartleaf Asset Management LLC | 37,281 | $1.12M | 0.07% | +232+0.6% | Added |
| Compass Ion Advisors, LLC | 37,243 | $1.12M | 0.11% | +99+0.3% | Added |
| Alliancebernstein L.P. | 35,306 | $1.06M | 0.00% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 33,439 | $1.00M | 0.02% | +33,439 | New |
| Qube Research & Technologies Ltd | 30,887 | $927.2K | 0.00% | +30,887 | New |
| Assenagon Asset Management S.A. | 30,251 | $908.1K | 0.00% | +30,251 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 29,982 | $900.1K | 0.00% | +9,055+43.3% | Added |
| Legal & General Group Plc | 29,704 | $891.7K | 0.00% | −908−3.0% | Reduced |
| LPL Financial LLC | 27,476 | $824.8K | 0.00% | +11,894+76.3% | Added |
| Wedge Capital Management L L P | 27,096 | $813.4K | 0.01% | +259+1.0% | Added |
| California State Teachers Retirement System | 26,892 | $807.3K | 0.00% | +10.0% | Added |
| Teacher Retirement System of Texas | 26,058 | $782.3K | 0.00% | −147−0.6% | Reduced |
| Deutsche Bank AG | 25,980 | $779.9K | 0.00% | +4,296+19.8% | Added |
| BNP Paribas Arbitrage, SA | 25,106 | $753.7K | 0.00% | +2,752+12.3% | Added |
| Bernardo Wealth Planning LLC | 24,172 | $725.6K | 0.14% | +3,484+16.8% | Added |
| Campbell & CO Investment Adviser LLC | 23,957 | $719.2K | 0.05% | −7,943−24.9% | Reduced |
| BLB&B Advisors, LLC | 23,917 | $718.0K | 0.03% | −1,501−5.9% | Reduced |
| Wells Fargo & Company | 23,815 | $714.9K | 0.00% | +3,601+17.8% | Added |
| SG Americas Securities, LLC | 22,475 | $675.0K | 0.00% | +22,475 | New |
| Russell Investments Group, Ltd. | 22,157 | $665.2K | 0.00% | +20,750+1,474.8% | Added |
| STRS Ohio | 21,800 | $654.4K | 0.00% | +800+3.8% | Added |
| Citigroup Inc | 21,184 | $635.9K | 0.00% | −6,537−23.6% | Reduced |
| Victory Capital Management Inc | 20,600 | $618.4K | 0.00% | −400−1.9% | Reduced |
| Rafferty Asset Management, LLC | 19,999 | $600.4K | 0.00% | +1,207+6.4% | Added |
| Gabelli Funds LLC | 19,597 | $588.3K | 0.00% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 18,646 | $559.8K | 0.00% | +1,081+6.2% | Added |
| Armis Advisers, LLC | 18,630 | $548.7K | 0.05% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 18,169 | $546.0K | 0.00% | −12,963−41.6% | Reduced |
| Intech Investment Management LLC | 17,884 | $536.9K | 0.00% | −1,580−8.1% | Reduced |
| Savant Capital, LLC | 17,784 | $533.9K | 0.00% | +17,784 | New |
| Sterling Capital Management LLC | 17,769 | $533.4K | 0.01% | +1,214+7.3% | Added |
| KLP Kapitalforvaltning AS | 17,300 | $519.3K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 17,246 | $517.7K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 16,717 | $501.8K | 0.00% | −2,598−13.5% | Reduced |
| Ieq Capital, LLC | 16,607 | $498.5K | 0.00% | +4,066+32.4% | Added |
| First Trust Advisors LP | 16,107 | $483.5K | 0.00% | −2,596−13.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 15,937 | $478.3K | 0.00% | +1,900+13.5% | Added |
| Engineers Gate Manager LP | 15,133 | $454.3K | 0.01% | +15,133 | New |
| Apexium Financial, LP | 14,973 | $449.5K | 0.02% | 00.0% | Unchanged |
| LSV Asset Management | 14,900 | $447.0K | 0.00% | 00.0% | Unchanged |
| Brandywine Global Investment Management, LLC | 14,766 | $443.3K | 0.00% | +14,766 | New |
| Quantinno Capital Management LP | 14,508 | $435.5K | 0.00% | +14,508 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,471 | $434.4K | 0.00% | 00.0% | Unchanged |
| Summit Financial, LLC | 14,191 | $426.0K | 0.01% | +14,191 | New |
| Brevan Howard Capital Management LP | 13,974 | $419.5K | 0.01% | +5,584+66.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 13,267 | $398.3K | 0.00% | −2,527−16.0% | Reduced |
| Janus Henderson Group PLC | 13,179 | $395.7K | 0.00% | 00.0% | Unchanged |