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, Q4 2025
Institutional positions in Univest Financial Corp as of Dec 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
- 198
- +18 vs. Q3 2025
- Shares held
- 22.1M
- −121.4K (−0.5%) vs. Q3 2025
- Total value
- $722.1M
- +$56.3M (+8.5%) vs. Q3 2025
- New holders
- 30
- 64 more added
- Sold out
- 12
- 61 more reduced
6 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Univest Financial Corp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,097,835 | $101.4M | 0.00% | +6,643+0.2% | Added |
| FMR LLC | 2,552,384 | $83.6M | 0.00% | −37,203−1.4% | Reduced |
| Dimensional Fund Advisors LP | 1,879,270 | $61.5M | 0.01% | −18,200−1.0% | Reduced |
| Vanguard Group Inc | 1,663,013 | $54.4M | 0.00% | −78,925−4.5% | Reduced |
| Manufacturers Life Insurance Company, The | 1,195,475 | $39.1M | 0.03% | −132,363−10.0% | Reduced |
| State Street Corp | 858,308 | $28.1M | 0.00% | −30,923−3.5% | Reduced |
| Pzena Investment Management LLC | 856,235 | $28.0M | 0.08% | −34,667−3.9% | Reduced |
| Geode Capital Management, LLC | 778,841 | $25.5M | 0.00% | −23,964−3.0% | Reduced |
| American Century Companies Inc | 701,363 | $23.0M | 0.01% | +23,518+3.5% | Added |
| Renaissance Technologies LLC | 635,230 | $20.8M | 0.03% | −8,059−1.3% | Reduced |
| Univest Financial Corp | 617,526 | $20.2M | 1.07% | +112,203+22.2% | Added |
| Goldman Sachs Group Inc | 379,679 | $12.4M | 0.00% | +104,516+38.0% | Added |
| Leeward Investments, LLC - MA | 337,535 | $11.1M | 0.56% | −1,715−0.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 333,121 | $10.9M | 0.01% | +13,808+4.3% | Added |
| AQR Capital Management LLC | 324,736 | $10.6M | 0.01% | +22,991+7.6% | Added |
| Hotchkis & Wiley Capital Management LLC | 314,159 | $10.3M | 0.03% | −800−0.3% | Reduced |
| Northern Trust Corp | 290,635 | $9.52M | 0.00% | −19,130−6.2% | Reduced |
| Morgan Stanley | 274,876 | $9.00M | 0.00% | +43,723+18.9% | Added |
| Endeavour Capital Advisors Inc | 246,703 | $8.08M | 2.25% | −10,409−4.0% | Reduced |
| SEI Investments Co | 242,525 | $7.94M | 0.01% | +13,342+5.8% | Added |
| Charles Schwab Investment Management Inc | 234,973 | $7.69M | 0.00% | −4,349−1.8% | Reduced |
| Bridgeway Capital Management, LLC | 223,367 | $7.31M | 0.15% | +9,182+4.3% | Added |
| Neuberger Berman Group LLC | 205,276 | $6.72M | 0.01% | +5,808+2.9% | Added |
| Bank of America Corp | 191,296 | $6.26M | 0.00% | −4,648−2.4% | Reduced |
| Nuveen, LLC | 156,518 | $5.12M | 0.00% | −3,410−2.1% | Reduced |
| Bank of New York Mellon Corp | 142,170 | $4.65M | 0.00% | −6,693−4.5% | Reduced |
| Two Sigma Investments, LP | 140,024 | $4.58M | 0.01% | +8,078+6.1% | Added |
| JPMorgan Chase & Co | 135,563 | $4.44M | 0.00% | −2,561−1.9% | Reduced |
| Raymond James Financial Inc | 94,919 | $3.11M | 0.00% | −6,572−6.5% | Reduced |
| Point72 Asset Management, L.P. | 91,440 | $2.99M | 0.00% | +91,440 | New |
| Prudential Financial Inc | 90,521 | $2.96M | 0.00% | −1,904−2.1% | Reduced |
| State of New Jersey Common Pension Fund D | 88,187 | $2.89M | 0.01% | +9,951+12.7% | Added |
| Two Sigma Advisers, LP | 83,080 | $2.72M | 0.01% | +3,100+3.9% | Added |
| Royce & Associates LP | 78,556 | $2.57M | 0.03% | −41,802−34.7% | Reduced |
| Martingale Asset Management L P | 78,323 | $2.56M | 0.07% | −768−1.0% | Reduced |
| Millennium Management LLC | 75,789 | $2.48M | 0.00% | −95,068−55.6% | Reduced |
| Creative Planning | 75,509 | $2.47M | 0.00% | +4,472+6.3% | Added |
| Barclays PLC | 68,638 | $2.25M | 0.00% | +12,450+22.2% | Added |
| Ameriprise Financial Inc | 59,385 | $1.94M | 0.00% | +4,533+8.3% | Added |
| UBS Asset Management Americas Inc | 57,539 | $1.88M | 0.00% | +7,571+15.2% | Added |
| Swiss National Bank | 56,878 | $1.86M | 0.00% | +1,500+2.7% | Added |
| Trexquant Investment LP | 55,843 | $1.83M | 0.02% | +2,838+5.4% | Added |
| Franklin Resources Inc | 52,038 | $1.70M | 0.00% | +1,082+2.1% | Added |
| UBS Group AG | 50,376 | $1.65M | 0.00% | −28,189−35.9% | Reduced |
| Algert Global LLC | 49,574 | $1.62M | 0.03% | +49,574 | New |
| Qube Research & Technologies Ltd | 48,746 | $1.60M | 0.00% | +17,859+57.8% | Added |
| Logan Capital Management Inc | 48,600 | $1.59M | 0.07% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 46,011 | $1.51M | 0.03% | +12,572+37.6% | Added |
| Jane Street Group, LLC | 43,311 | $1.42M | 0.00% | −10,194−19.1% | Reduced |
| Price T Rowe Associates Inc | 43,218 | $1.42M | 0.00% | +815+1.9% | Added |
| Everhart Financial Group, Inc. | 40,208 | $1.32M | 0.12% | +1,167+3.0% | Added |
| Invesco Ltd. | 38,964 | $1.28M | 0.00% | −12,650−24.5% | Reduced |
| Smartleaf Asset Management LLC | 38,049 | $1.25M | 0.05% | +768+2.1% | Added |
| Campbell & CO Investment Adviser LLC | 38,272 | $1.25M | 0.06% | +14,315+59.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 37,721 | $1.23M | 0.00% | +7,739+25.8% | Added |
| Compass Ion Advisors, LLC | 37,248 | $1.22M | 0.12% | +50.0% | Added |
| Rhumbline Advisers | 36,734 | $1.20M | 0.00% | −7,275−16.5% | Reduced |
| Alliancebernstein L.P. | 35,306 | $1.16M | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 35,232 | $1.15M | 0.06% | +26,572+306.8% | Added |
| Wells Fargo & Company | 33,581 | $1.10M | 0.00% | +9,766+41.0% | Added |
| LPL Financial LLC | 31,023 | $1.02M | 0.00% | +3,547+12.9% | Added |
| Wedge Capital Management L L P | 26,844 | $878.9K | 0.02% | −252−0.9% | Reduced |
| California State Teachers Retirement System | 26,842 | $878.8K | 0.00% | −50−0.2% | Reduced |
| BNP Paribas Arbitrage, SA | 25,582 | $837.6K | 0.00% | +476+1.9% | Added |
| Russell Investments Group, Ltd. | 24,931 | $816.2K | 0.00% | +2,774+12.5% | Added |
| Integrated Quantitative Investments LLC | 24,013 | $786.2K | 0.17% | +24,013 | New |
| BLB&B Advisors, LLC | 23,917 | $783.0K | 0.03% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 23,740 | $777.2K | 0.00% | −2,318−8.9% | Reduced |
| Bernardo Wealth Planning LLC | 23,512 | $769.8K | 0.15% | −660−2.7% | Reduced |
| Legal & General Group Plc | 22,451 | $735.0K | 0.00% | −7,253−24.4% | Reduced |
| IVC Wealth Advisors LLC | 22,427 | $734.3K | 0.32% | −17,680−44.1% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 22,333 | $731.2K | 0.00% | +3,687+19.8% | Added |
| Man Group plc | 21,711 | $710.8K | 0.00% | +21,711 | New |
| SG Americas Securities, LLC | 21,561 | $706.0K | 0.00% | −914−4.1% | Reduced |
| Allianz Asset Management GmbH | 21,213 | $694.5K | 0.00% | −167,832−88.8% | Reduced |
| Hussman Strategic Advisors, Inc. | 21,000 | $687.5K | 0.17% | +21,000 | New |
| Victory Capital Management Inc | 20,600 | $674.4K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 20,000 | $654.8K | 0.00% | −1,800−8.3% | Reduced |
| Ieq Capital, LLC | 19,626 | $642.6K | 0.00% | +3,019+18.2% | Added |
| Gabelli Funds LLC | 19,597 | $641.6K | 0.00% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 19,406 | $635.4K | 0.00% | +4,898+33.8% | Added |
| Global Retirement Partners, LLC | 19,262 | $630.6K | 0.01% | +19,262 | New |
| Savant Capital, LLC | 18,889 | $618.4K | 0.00% | +1,105+6.2% | Added |
| Armis Advisers, LLC | 18,630 | $613.9K | 0.07% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 18,400 | $602.4K | 0.00% | +18,400 | New |
| Thrivent Financial for Lutherans | 18,169 | $595.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 18,161 | $594.6K | 0.00% | −3,023−14.3% | Reduced |
| Deutsche Bank AG | 17,731 | $580.5K | 0.00% | −8,249−31.8% | Reduced |
| Verition Fund Management LLC | 17,718 | $580.1K | 0.00% | +17,718 | New |
| Sterling Capital Management LLC | 17,427 | $570.6K | 0.01% | −342−1.9% | Reduced |
| KLP Kapitalforvaltning AS | 17,300 | $566.4K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 17,106 | $560.0K | 0.00% | +17,106 | New |
| Brandywine Global Investment Management, LLC | 16,956 | $555.1K | 0.00% | +2,190+14.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 16,903 | $555.1K | 0.00% | +966+6.1% | Added |
| MetLife Investment Management | 15,876 | $519.8K | 0.00% | −1,370−7.9% | Reduced |
| Intech Investment Management LLC | 15,823 | $518.0K | 0.00% | −2,061−11.5% | Reduced |
| Los Angeles Capital Management LLC | 17,012 | $504.9K | 0.00% | +295+1.8% | Added |
| LSV Asset Management | 14,900 | $488.0K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 14,807 | $484.3K | 0.00% | +14,807 | New |
| Legato Capital Management LLC | 14,720 | $481.9K | 0.04% | +14,720 | New |