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 |
|---|---|---|---|---|---|
| MetLife Investment Management | 17,246 | $517.7K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 17,300 | $519.3K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 17,769 | $533.4K | 0.01% | +1,214+7.3% | Added |
| Savant Capital, LLC | 17,784 | $533.9K | 0.00% | +17,784 | New |
| Intech Investment Management LLC | 17,884 | $536.9K | 0.00% | −1,580−8.1% | Reduced |
| Thrivent Financial for Lutherans | 18,169 | $546.0K | 0.00% | −12,963−41.6% | Reduced |
| Armis Advisers, LLC | 18,630 | $548.7K | 0.05% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 18,646 | $559.8K | 0.00% | +1,081+6.2% | Added |
| Gabelli Funds LLC | 19,597 | $588.3K | 0.00% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 19,999 | $600.4K | 0.00% | +1,207+6.4% | Added |
| Victory Capital Management Inc | 20,600 | $618.4K | 0.00% | −400−1.9% | Reduced |
| Citigroup Inc | 21,184 | $635.9K | 0.00% | −6,537−23.6% | Reduced |
| STRS Ohio | 21,800 | $654.4K | 0.00% | +800+3.8% | Added |
| Russell Investments Group, Ltd. | 22,157 | $665.2K | 0.00% | +20,750+1,474.8% | Added |
| SG Americas Securities, LLC | 22,475 | $675.0K | 0.00% | +22,475 | New |
| Wells Fargo & Company | 23,815 | $714.9K | 0.00% | +3,601+17.8% | Added |
| BLB&B Advisors, LLC | 23,917 | $718.0K | 0.03% | −1,501−5.9% | Reduced |
| Campbell & CO Investment Adviser LLC | 23,957 | $719.2K | 0.05% | −7,943−24.9% | Reduced |
| Bernardo Wealth Planning LLC | 24,172 | $725.6K | 0.14% | +3,484+16.8% | Added |
| BNP Paribas Arbitrage, SA | 25,106 | $753.7K | 0.00% | +2,752+12.3% | Added |
| Deutsche Bank AG | 25,980 | $779.9K | 0.00% | +4,296+19.8% | Added |
| Teacher Retirement System of Texas | 26,058 | $782.3K | 0.00% | −147−0.6% | Reduced |
| California State Teachers Retirement System | 26,892 | $807.3K | 0.00% | +10.0% | Added |
| Wedge Capital Management L L P | 27,096 | $813.4K | 0.01% | +259+1.0% | Added |
| LPL Financial LLC | 27,476 | $824.8K | 0.00% | +11,894+76.3% | Added |
| Legal & General Group Plc | 29,704 | $891.7K | 0.00% | −908−3.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 29,982 | $900.1K | 0.00% | +9,055+43.3% | Added |
| Assenagon Asset Management S.A. | 30,251 | $908.1K | 0.00% | +30,251 | New |
| Qube Research & Technologies Ltd | 30,887 | $927.2K | 0.00% | +30,887 | New |
| Y-Intercept (Hong Kong) Ltd | 33,439 | $1.00M | 0.02% | +33,439 | New |
| Alliancebernstein L.P. | 35,306 | $1.06M | 0.00% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 37,243 | $1.12M | 0.11% | +99+0.3% | Added |
| Smartleaf Asset Management LLC | 37,281 | $1.12M | 0.07% | +232+0.6% | Added |
| Everhart Financial Group, Inc. | 39,041 | $1.17M | 0.12% | +7,364+23.2% | Added |
| IVC Wealth Advisors LLC | 40,107 | $1.20M | 0.54% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 42,403 | $1.27M | 0.00% | +1,771+4.4% | Added |
| Cubist Systematic Strategies, LLC | 43,368 | $1.30M | 0.02% | +21,025+94.1% | Added |
| Rhumbline Advisers | 44,009 | $1.32M | 0.00% | −699−1.6% | Reduced |
| Logan Capital Management Inc | 48,600 | $1.46M | 0.06% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 49,968 | $1.50M | 0.00% | −36,169−42.0% | Reduced |
| Franklin Resources Inc | 50,956 | $1.53M | 0.00% | +974+1.9% | Added |
| Invesco Ltd. | 51,614 | $1.55M | 0.00% | −12,299−19.2% | Reduced |
| Trexquant Investment LP | 53,005 | $1.59M | 0.02% | +53,005 | New |
| Jane Street Group, LLC | 53,505 | $1.61M | 0.00% | +5,474+11.4% | Added |
| Ameriprise Financial Inc | 54,852 | $1.65M | 0.00% | −153,023−73.6% | Reduced |
| Swiss National Bank | 55,378 | $1.66M | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 56,188 | $1.69M | 0.00% | −20,801−27.0% | Reduced |
| Creative Planning | 71,037 | $2.13M | 0.00% | −68−0.1% | Reduced |
| State of New Jersey Common Pension Fund D | 78,236 | $2.35M | 0.01% | −11,528−12.8% | Reduced |
| UBS Group AG | 78,565 | $2.36M | 0.00% | −60,455−43.5% | Reduced |
| Martingale Asset Management L P | 79,091 | $2.37M | 0.06% | +731+0.9% | Added |
| Two Sigma Advisers, LP | 79,980 | $2.40M | 0.00% | +4,300+5.7% | Added |
| Prudential Financial Inc | 92,425 | $2.77M | 0.00% | +200.0% | Added |
| Raymond James Financial Inc | 101,491 | $3.05M | 0.00% | +1,821+1.8% | Added |
| Empowered Funds, LLC | 114,048 | $3.42M | 0.03% | +8,374+7.9% | Added |
| Royce & Associates LP | 120,358 | $3.61M | 0.04% | −10,978−8.4% | Reduced |
| Two Sigma Investments, LP | 131,946 | $3.96M | 0.01% | +20,265+18.1% | Added |
| JPMorgan Chase & Co | 138,124 | $4.15M | 0.00% | +10,935+8.6% | Added |
| Bank of New York Mellon Corp | 148,863 | $4.47M | 0.00% | −152−0.1% | Reduced |
| Nuveen, LLC | 159,928 | $4.80M | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 170,857 | $5.13M | 0.00% | +37,194+27.8% | Added |
| Allianz Asset Management GmbH | 189,045 | $5.68M | 0.01% | +5,393+2.9% | Added |
| Bank of America Corp | 195,944 | $5.88M | 0.00% | +29,822+18.0% | Added |
| Neuberger Berman Group LLC | 199,468 | $5.99M | 0.00% | −7,971−3.8% | Reduced |
| Bridgeway Capital Management, LLC | 214,185 | $6.43M | 0.14% | +8,374+4.1% | Added |
| SEI Investments Co | 229,183 | $6.88M | 0.01% | +33,772+17.3% | Added |
| Morgan Stanley | 231,153 | $6.94M | 0.00% | −39,797−14.7% | Reduced |
| Charles Schwab Investment Management Inc | 239,322 | $7.18M | 0.00% | +1,060+0.4% | Added |
| Endeavour Capital Advisors Inc | 257,112 | $7.72M | 2.33% | +481+0.2% | Added |
| Goldman Sachs Group Inc | 275,163 | $8.26M | 0.00% | +77,215+39.0% | Added |
| AQR Capital Management LLC | 301,745 | $9.06M | 0.01% | +2,342+0.8% | Added |
| Northern Trust Corp | 309,765 | $9.30M | 0.00% | −441−0.1% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 314,959 | $9.46M | 0.03% | −23,371−6.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 319,313 | $9.59M | 0.01% | −40,424−11.2% | Reduced |
| Leeward Investments, LLC - MA | 339,250 | $10.2M | 0.52% | −7,647−2.2% | Reduced |
| Univest Financial Corp | 505,323 | $15.2M | 0.85% | +2,323+0.5% | Added |
| Renaissance Technologies LLC | 643,289 | $19.3M | 0.03% | +17,800+2.8% | Added |
| American Century Companies Inc | 677,845 | $20.3M | 0.01% | −10,878−1.6% | Reduced |
| Geode Capital Management, LLC | 802,805 | $24.1M | 0.00% | +29,074+3.8% | Added |
| State Street Corp | 889,231 | $26.7M | 0.00% | +16,599+1.9% | Added |
| Pzena Investment Management LLC | 890,902 | $26.7M | 0.09% | +2,693+0.3% | Added |
| Manufacturers Life Insurance Company, The | 1,327,838 | $39.9M | 0.03% | −148,034−10.0% | Reduced |
| Vanguard Group Inc | 1,741,938 | $52.3M | 0.00% | +16,682+1.0% | Added |
| Dimensional Fund Advisors LP | 1,897,470 | $57.0M | 0.01% | −12,569−0.7% | Reduced |
| FMR LLC | 2,589,587 | $77.7M | 0.00% | −6,738−0.3% | Reduced |
| BlackRock, Inc. | 3,091,192 | $92.8M | 0.00% | −141,663−4.4% | Reduced |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −42,763−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −42,720−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −42,000−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −20,653−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −20,176−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −14,383−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −12,292−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −10,665−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −10,444−100.0% | Sold out |
| Voya Investment Management LLC | 0 | $0 | 0.00% | −9,287−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −8,935−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Cornerstone Investment Partners, LLC | 0 | $0 | 0.00% | −6,996−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −2,843−100.0% | Sold out |