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 |
|---|---|---|---|---|---|
| Los Angeles Capital Management LLC | 17,012 | $504.9K | 0.00% | +295+1.8% | Added |
| Intech Investment Management LLC | 15,823 | $518.0K | 0.00% | −2,061−11.5% | Reduced |
| MetLife Investment Management | 15,876 | $519.8K | 0.00% | −1,370−7.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 16,903 | $555.1K | 0.00% | +966+6.1% | Added |
| Brandywine Global Investment Management, LLC | 16,956 | $555.1K | 0.00% | +2,190+14.8% | Added |
| Squarepoint Ops LLC | 17,106 | $560.0K | 0.00% | +17,106 | New |
| KLP Kapitalforvaltning AS | 17,300 | $566.4K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 17,427 | $570.6K | 0.01% | −342−1.9% | Reduced |
| Verition Fund Management LLC | 17,718 | $580.1K | 0.00% | +17,718 | New |
| Deutsche Bank AG | 17,731 | $580.5K | 0.00% | −8,249−31.8% | Reduced |
| Citigroup Inc | 18,161 | $594.6K | 0.00% | −3,023−14.3% | Reduced |
| Thrivent Financial for Lutherans | 18,169 | $595.0K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 18,400 | $602.4K | 0.00% | +18,400 | New |
| Armis Advisers, LLC | 18,630 | $613.9K | 0.07% | 00.0% | Unchanged |
| Savant Capital, LLC | 18,889 | $618.4K | 0.00% | +1,105+6.2% | Added |
| Global Retirement Partners, LLC | 19,262 | $630.6K | 0.01% | +19,262 | New |
| Quantinno Capital Management LP | 19,406 | $635.4K | 0.00% | +4,898+33.8% | Added |
| Gabelli Funds LLC | 19,597 | $641.6K | 0.00% | 00.0% | Unchanged |
| Ieq Capital, LLC | 19,626 | $642.6K | 0.00% | +3,019+18.2% | Added |
| STRS Ohio | 20,000 | $654.8K | 0.00% | −1,800−8.3% | Reduced |
| Victory Capital Management Inc | 20,600 | $674.4K | 0.00% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 21,000 | $687.5K | 0.17% | +21,000 | New |
| Allianz Asset Management GmbH | 21,213 | $694.5K | 0.00% | −167,832−88.8% | Reduced |
| SG Americas Securities, LLC | 21,561 | $706.0K | 0.00% | −914−4.1% | Reduced |
| Man Group plc | 21,711 | $710.8K | 0.00% | +21,711 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 22,333 | $731.2K | 0.00% | +3,687+19.8% | Added |
| IVC Wealth Advisors LLC | 22,427 | $734.3K | 0.32% | −17,680−44.1% | Reduced |
| Legal & General Group Plc | 22,451 | $735.0K | 0.00% | −7,253−24.4% | Reduced |
| Bernardo Wealth Planning LLC | 23,512 | $769.8K | 0.15% | −660−2.7% | Reduced |
| Teacher Retirement System of Texas | 23,740 | $777.2K | 0.00% | −2,318−8.9% | Reduced |
| BLB&B Advisors, LLC | 23,917 | $783.0K | 0.03% | 00.0% | Unchanged |
| Integrated Quantitative Investments LLC | 24,013 | $786.2K | 0.17% | +24,013 | New |
| Russell Investments Group, Ltd. | 24,931 | $816.2K | 0.00% | +2,774+12.5% | Added |
| BNP Paribas Arbitrage, SA | 25,582 | $837.6K | 0.00% | +476+1.9% | Added |
| California State Teachers Retirement System | 26,842 | $878.8K | 0.00% | −50−0.2% | Reduced |
| Wedge Capital Management L L P | 26,844 | $878.9K | 0.02% | −252−0.9% | Reduced |
| LPL Financial LLC | 31,023 | $1.02M | 0.00% | +3,547+12.9% | Added |
| Wells Fargo & Company | 33,581 | $1.10M | 0.00% | +9,766+41.0% | Added |
| Quest Partners LLC | 35,232 | $1.15M | 0.06% | +26,572+306.8% | Added |
| Alliancebernstein L.P. | 35,306 | $1.16M | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 36,734 | $1.20M | 0.00% | −7,275−16.5% | Reduced |
| Compass Ion Advisors, LLC | 37,248 | $1.22M | 0.12% | +50.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 37,721 | $1.23M | 0.00% | +7,739+25.8% | Added |
| Campbell & CO Investment Adviser LLC | 38,272 | $1.25M | 0.06% | +14,315+59.8% | Added |
| Smartleaf Asset Management LLC | 38,049 | $1.25M | 0.05% | +768+2.1% | Added |
| Invesco Ltd. | 38,964 | $1.28M | 0.00% | −12,650−24.5% | Reduced |
| Everhart Financial Group, Inc. | 40,208 | $1.32M | 0.12% | +1,167+3.0% | Added |
| Price T Rowe Associates Inc | 43,218 | $1.42M | 0.00% | +815+1.9% | Added |
| Jane Street Group, LLC | 43,311 | $1.42M | 0.00% | −10,194−19.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 46,011 | $1.51M | 0.03% | +12,572+37.6% | Added |
| Logan Capital Management Inc | 48,600 | $1.59M | 0.07% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 48,746 | $1.60M | 0.00% | +17,859+57.8% | Added |
| Algert Global LLC | 49,574 | $1.62M | 0.03% | +49,574 | New |
| UBS Group AG | 50,376 | $1.65M | 0.00% | −28,189−35.9% | Reduced |
| Franklin Resources Inc | 52,038 | $1.70M | 0.00% | +1,082+2.1% | Added |
| Trexquant Investment LP | 55,843 | $1.83M | 0.02% | +2,838+5.4% | Added |
| Swiss National Bank | 56,878 | $1.86M | 0.00% | +1,500+2.7% | Added |
| UBS Asset Management Americas Inc | 57,539 | $1.88M | 0.00% | +7,571+15.2% | Added |
| Ameriprise Financial Inc | 59,385 | $1.94M | 0.00% | +4,533+8.3% | Added |
| Barclays PLC | 68,638 | $2.25M | 0.00% | +12,450+22.2% | Added |
| Creative Planning | 75,509 | $2.47M | 0.00% | +4,472+6.3% | Added |
| Millennium Management LLC | 75,789 | $2.48M | 0.00% | −95,068−55.6% | Reduced |
| Martingale Asset Management L P | 78,323 | $2.56M | 0.07% | −768−1.0% | Reduced |
| Royce & Associates LP | 78,556 | $2.57M | 0.03% | −41,802−34.7% | Reduced |
| Two Sigma Advisers, LP | 83,080 | $2.72M | 0.01% | +3,100+3.9% | Added |
| State of New Jersey Common Pension Fund D | 88,187 | $2.89M | 0.01% | +9,951+12.7% | Added |
| Prudential Financial Inc | 90,521 | $2.96M | 0.00% | −1,904−2.1% | Reduced |
| Point72 Asset Management, L.P. | 91,440 | $2.99M | 0.00% | +91,440 | New |
| Raymond James Financial Inc | 94,919 | $3.11M | 0.00% | −6,572−6.5% | Reduced |
| JPMorgan Chase & Co | 135,563 | $4.44M | 0.00% | −2,561−1.9% | Reduced |
| Two Sigma Investments, LP | 140,024 | $4.58M | 0.01% | +8,078+6.1% | Added |
| Bank of New York Mellon Corp | 142,170 | $4.65M | 0.00% | −6,693−4.5% | Reduced |
| Nuveen, LLC | 156,518 | $5.12M | 0.00% | −3,410−2.1% | Reduced |
| Bank of America Corp | 191,296 | $6.26M | 0.00% | −4,648−2.4% | Reduced |
| Neuberger Berman Group LLC | 205,276 | $6.72M | 0.01% | +5,808+2.9% | Added |
| Bridgeway Capital Management, LLC | 223,367 | $7.31M | 0.15% | +9,182+4.3% | Added |
| Charles Schwab Investment Management Inc | 234,973 | $7.69M | 0.00% | −4,349−1.8% | Reduced |
| SEI Investments Co | 242,525 | $7.94M | 0.01% | +13,342+5.8% | Added |
| Endeavour Capital Advisors Inc | 246,703 | $8.08M | 2.25% | −10,409−4.0% | Reduced |
| Morgan Stanley | 274,876 | $9.00M | 0.00% | +43,723+18.9% | Added |
| Northern Trust Corp | 290,635 | $9.52M | 0.00% | −19,130−6.2% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 314,159 | $10.3M | 0.03% | −800−0.3% | Reduced |
| AQR Capital Management LLC | 324,736 | $10.6M | 0.01% | +22,991+7.6% | Added |
| Arrowstreet Capital, Limited Partnership | 333,121 | $10.9M | 0.01% | +13,808+4.3% | Added |
| Leeward Investments, LLC - MA | 337,535 | $11.1M | 0.56% | −1,715−0.5% | Reduced |
| Goldman Sachs Group Inc | 379,679 | $12.4M | 0.00% | +104,516+38.0% | Added |
| Univest Financial Corp | 617,526 | $20.2M | 1.07% | +112,203+22.2% | Added |
| Renaissance Technologies LLC | 635,230 | $20.8M | 0.03% | −8,059−1.3% | Reduced |
| American Century Companies Inc | 701,363 | $23.0M | 0.01% | +23,518+3.5% | Added |
| Geode Capital Management, LLC | 778,841 | $25.5M | 0.00% | −23,964−3.0% | Reduced |
| Pzena Investment Management LLC | 856,235 | $28.0M | 0.08% | −34,667−3.9% | Reduced |
| State Street Corp | 858,308 | $28.1M | 0.00% | −30,923−3.5% | Reduced |
| Manufacturers Life Insurance Company, The | 1,195,475 | $39.1M | 0.03% | −132,363−10.0% | Reduced |
| Vanguard Group Inc | 1,663,013 | $54.4M | 0.00% | −78,925−4.5% | Reduced |
| Dimensional Fund Advisors LP | 1,879,270 | $61.5M | 0.01% | −18,200−1.0% | Reduced |
| FMR LLC | 2,552,384 | $83.6M | 0.00% | −37,203−1.4% | Reduced |
| BlackRock, Inc. | 3,097,835 | $101.4M | 0.00% | +6,643+0.2% | Added |
| Battery Global Advisors, LLC | 59 | – | – | −2,564−97.8% | Reduced |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −114,048−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −30,251−100.0% | Sold out |