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, Q1 2026
Institutional positions in Univest Financial Corp as of Mar 31, 2026. 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
- 209
- +16 vs. Q4 2025
- Shares held
- 22.4M
- +2.02M (+9.9%) vs. Q4 2025
- Total value
- $766.0M
- +$100.1M (+15.0%) vs. Q4 2025
- New holders
- 32
- 78 more added
- Sold out
- 16
- 54 more reduced
5 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Univest Financial Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,111,092 | $106.6M | 0.00% | +13,257+0.4% | Added |
| FMR LLC | 1,902,324 | $65.2M | 0.00% | −650,060−25.5% | Reduced |
| Dimensional Fund Advisors LP | 1,886,235 | $64.6M | 0.01% | +6,965+0.4% | Added |
| Vanguard Capital Management LLC | 1,217,343 | $41.7M | 0.00% | +1,217,343 | New |
| Manufacturers Life Insurance Company, The | 1,095,555 | $37.5M | 0.03% | −99,920−8.4% | Reduced |
| State Street Corp | 933,686 | $32.0M | 0.00% | +75,378+8.8% | Added |
| Pzena Investment Management LLC | 842,425 | $28.9M | 0.09% | −13,810−1.6% | Reduced |
| Geode Capital Management, LLC | 790,944 | $27.1M | 0.00% | +12,103+1.6% | Added |
| American Century Companies Inc | 758,002 | $26.0M | 0.01% | +56,639+8.1% | Added |
| Renaissance Technologies LLC | 583,734 | $20.0M | 0.03% | −51,496−8.1% | Reduced |
| Univest Financial Corp | 501,751 | $17.2M | 0.97% | −115,775−18.7% | Reduced |
| Goldman Sachs Group Inc | 358,710 | $12.3M | 0.00% | −20,969−5.5% | Reduced |
| AQR Capital Management LLC | 350,938 | $12.0M | 0.01% | +26,202+8.1% | Added |
| Arrowstreet Capital, Limited Partnership | 346,893 | $11.9M | 0.01% | +13,772+4.1% | Added |
| Leeward Investments, LLC - MA | 328,464 | $11.3M | 0.56% | −9,071−2.7% | Reduced |
| Two Sigma Investments, LP | 319,803 | $11.0M | 0.01% | +179,779+128.4% | Added |
| Hotchkis & Wiley Capital Management LLC | 300,739 | $10.3M | 0.03% | −13,420−4.3% | Reduced |
| Northern Trust Corp | 296,818 | $10.2M | 0.00% | +6,183+2.1% | Added |
| Vanguard Portfolio Management LLC | 278,491 | $9.54M | 0.00% | +278,491 | New |
| SEI Investments Co | 271,772 | $9.31M | 0.01% | +29,247+12.1% | Added |
| Assenagon Asset Management S.A. | 257,403 | $8.82M | 0.01% | +257,403 | New |
| Morgan Stanley | 252,109 | $8.64M | 0.00% | −22,767−8.3% | Reduced |
| Charles Schwab Investment Management Inc | 233,694 | $8.01M | 0.00% | −1,279−0.5% | Reduced |
| Bridgeway Capital Management, LLC | 230,901 | $7.91M | 0.16% | +7,534+3.4% | Added |
| Bank of America Corp | 225,853 | $7.74M | 0.00% | +34,557+18.1% | Added |
| Qube Research & Technologies Ltd | 204,974 | $7.02M | 0.01% | +156,228+320.5% | Added |
| Neuberger Berman Group LLC | 198,597 | $6.80M | 0.01% | −6,679−3.3% | Reduced |
| Millennium Management LLC | 186,686 | $6.40M | 0.00% | +110,897+146.3% | Added |
| Vanguard Fiduciary Trust Co | 182,515 | $6.25M | 0.00% | +182,515 | New |
| Nuveen, LLC | 151,482 | $5.19M | 0.00% | −5,036−3.2% | Reduced |
| Endeavour Capital Advisors Inc | 138,587 | $4.75M | 1.08% | −108,116−43.8% | Reduced |
| Bank of New York Mellon Corp | 135,818 | $4.65M | 0.00% | −6,352−4.5% | Reduced |
| Empowered Funds, LLC | 130,764 | $4.48M | 0.03% | +130,764 | New |
| Tudor Investment Corp Et Al | 116,920 | $4.01M | 0.02% | +116,920 | New |
| Man Group plc | 108,705 | $3.72M | 0.01% | +86,994+400.7% | Added |
| SG Americas Securities, LLC | 99,155 | $3.40M | 0.00% | +77,594+359.9% | Added |
| Trexquant Investment LP | 95,306 | $3.27M | 0.02% | +39,463+70.7% | Added |
| Raymond James Financial Inc | 93,264 | $3.20M | 0.00% | −1,655−1.7% | Reduced |
| JPMorgan Chase & Co | 94,350 | $3.19M | 0.00% | −41,213−30.4% | Reduced |
| Martingale Asset Management L P | 93,000 | $3.19M | 0.08% | +14,677+18.7% | Added |
| State of New Jersey Common Pension Fund D | 88,187 | $3.02M | 0.01% | 00.0% | Unchanged |
| Creative Planning | 76,550 | $2.62M | 0.00% | +1,041+1.4% | Added |
| Prudential Financial Inc | 72,971 | $2.50M | 0.00% | −17,550−19.4% | Reduced |
| UBS Asset Management Americas Inc | 68,511 | $2.35M | 0.00% | +10,972+19.1% | Added |
| Citadel Advisors LLC | 67,925 | $2.33M | 0.00% | +54,739+415.1% | Added |
| Point72 Asset Management, L.P. | 65,793 | $2.25M | 0.00% | −25,647−28.0% | Reduced |
| Integrated Quantitative Investments LLC | 64,630 | $2.21M | 0.40% | +40,617+169.1% | Added |
| Franklin Resources Inc | 61,046 | $2.09M | 0.00% | +9,008+17.3% | Added |
| Algert Global LLC | 59,014 | $2.02M | 0.03% | +9,440+19.0% | Added |
| UBS Group AG | 57,739 | $1.98M | 0.00% | +7,363+14.6% | Added |
| Swiss National Bank | 56,878 | $1.95M | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 56,327 | $1.93M | 0.00% | +30,745+120.2% | Added |
| Royce & Associates LP | 54,039 | $1.85M | 0.02% | −24,517−31.2% | Reduced |
| Price T Rowe Associates Inc | 49,069 | $1.68M | 0.00% | +5,851+13.5% | Added |
| Campbell & CO Investment Adviser LLC | 48,083 | $1.65M | 0.09% | +9,811+25.6% | Added |
| Everhart Financial Group, Inc. | 47,652 | $1.63M | 0.14% | +7,444+18.5% | Added |
| Barclays PLC | 47,285 | $1.62M | 0.00% | −21,353−31.1% | Reduced |
| Ameriprise Financial Inc | 46,183 | $1.58M | 0.00% | −13,202−22.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 43,642 | $1.50M | 0.00% | +5,921+15.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 42,099 | $1.44M | 0.03% | −3,912−8.5% | Reduced |
| Smartleaf Asset Management LLC | 38,000 | $1.29M | 0.05% | −49−0.1% | Reduced |
| Compass Ion Advisors, LLC | 37,252 | $1.28M | 0.12% | +40.0% | Added |
| Invesco Ltd. | 36,915 | $1.26M | 0.00% | −2,049−5.3% | Reduced |
| Principal Financial Group Inc | 36,361 | $1.25M | 0.00% | +36,361 | New |
| Rhumbline Advisers | 35,745 | $1.22M | 0.00% | −989−2.7% | Reduced |
| Alliancebernstein L.P. | 35,306 | $1.16M | 0.00% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 31,070 | $1.06M | 0.00% | +11,664+60.1% | Added |
| Jane Street Group, LLC | 28,098 | $962.6K | 0.00% | −15,213−35.1% | Reduced |
| Teacher Retirement System of Texas | 26,959 | $923.6K | 0.00% | +3,219+13.6% | Added |
| LPL Financial LLC | 26,906 | $921.8K | 0.00% | −4,117−13.3% | Reduced |
| Wedge Capital Management L L P | 26,672 | $913.8K | 0.02% | −172−0.6% | Reduced |
| California State Teachers Retirement System | 26,630 | $912.3K | 0.00% | −212−0.8% | Reduced |
| Ieq Capital, LLC | 25,136 | $861.2K | 0.00% | +5,510+28.1% | Added |
| Russell Investments Group, Ltd. | 25,072 | $859.0K | 0.00% | +141+0.6% | Added |
| Graves-Light Private Wealth Management, Inc. | 24,450 | $837.7K | 0.09% | +24,450 | New |
| ExodusPoint Capital Management, LP | 24,362 | $834.6K | 0.01% | +24,362 | New |
| BLB&B Advisors, LLC | 23,917 | $819.4K | 0.03% | 00.0% | Unchanged |
| Deutsche Bank AG | 23,585 | $808.0K | 0.00% | +5,854+33.0% | Added |
| Bernardo Wealth Planning LLC | 23,561 | $807.2K | 0.16% | +49+0.2% | Added |
| HSBC Holdings PLC | 23,334 | $799.2K | 0.00% | +8,527+57.6% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 22,333 | $765.1K | 0.00% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 21,937 | $751.6K | 0.33% | −490−2.2% | Reduced |
| Legato Capital Management LLC | 21,389 | $732.8K | 0.07% | +6,669+45.3% | Added |
| Allianz Asset Management GmbH | 21,213 | $726.8K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 20,600 | $705.8K | 0.00% | +600+3.0% | Added |
| Armis Advisers, LLC | 18,665 | $705.4K | 0.07% | +35+0.2% | Added |
| Citigroup Inc | 20,076 | $687.8K | 0.00% | +1,915+10.5% | Added |
| Victory Capital Management Inc | 19,600 | $671.5K | 0.00% | −1,000−4.9% | Reduced |
| Gabelli Funds LLC | 19,597 | $671.4K | 0.00% | 00.0% | Unchanged |
| Savant Capital, LLC | 18,991 | $650.6K | 0.00% | +102+0.5% | Added |
| D. E. Shaw & Co., Inc. | 18,753 | $642.5K | 0.00% | +18,753 | New |
| Vanguard Asset Management, Ltd | 18,491 | $633.5K | 0.00% | +18,491 | New |
| Legal & General Group Plc | 18,464 | $632.6K | 0.00% | −3,987−17.8% | Reduced |
| Canada Pension Plan Investment Board | 18,400 | $630.4K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 17,319 | $593.3K | 0.00% | +17,319 | New |
| KLP Kapitalforvaltning AS | 17,300 | $592.7K | 0.00% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 17,171 | $588.3K | 0.00% | +3,688+27.4% | Added |
| Los Angeles Capital Management LLC | 16,573 | $567.8K | 0.00% | −439−2.6% | Reduced |
| Vanguard Global Advisers, LLC | 15,947 | $546.3K | 0.00% | +15,947 | New |
| Wealth Enhancement Advisory Services, LLC | 15,450 | $541.0K | 0.00% | −1,453−8.6% | Reduced |