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 |
|---|---|---|---|---|---|
| Amundi | 12,847 | $440.1K | 0.00% | +12,847 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 13,168 | $451.1K | 0.00% | −62−0.5% | Reduced |
| Janus Henderson Group PLC | 13,179 | $451.6K | 0.00% | 00.0% | Unchanged |
| Summit Financial, LLC | 13,511 | $462.9K | 0.01% | −797−5.6% | Reduced |
| Dakota Wealth Management | 13,685 | $468.8K | 0.01% | 00.0% | Unchanged |
| LSV Asset Management | 14,100 | $483.0K | 0.00% | −800−5.4% | Reduced |
| Mariner, LLC | 14,194 | $486.2K | 0.00% | +7,765+120.8% | Added |
| CWM, LLC | 15,085 | $516.8K | 0.00% | +813+5.7% | Added |
| MetLife Investment Management | 15,705 | $538.1K | 0.00% | −171−1.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 15,450 | $541.0K | 0.00% | −1,453−8.6% | Reduced |
| Vanguard Global Advisers, LLC | 15,947 | $546.3K | 0.00% | +15,947 | New |
| Los Angeles Capital Management LLC | 16,573 | $567.8K | 0.00% | −439−2.6% | Reduced |
| Rafferty Asset Management, LLC | 17,171 | $588.3K | 0.00% | +3,688+27.4% | Added |
| KLP Kapitalforvaltning AS | 17,300 | $592.7K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 17,319 | $593.3K | 0.00% | +17,319 | New |
| Canada Pension Plan Investment Board | 18,400 | $630.4K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 18,464 | $632.6K | 0.00% | −3,987−17.8% | Reduced |
| Vanguard Asset Management, Ltd | 18,491 | $633.5K | 0.00% | +18,491 | New |
| D. E. Shaw & Co., Inc. | 18,753 | $642.5K | 0.00% | +18,753 | New |
| Savant Capital, LLC | 18,991 | $650.6K | 0.00% | +102+0.5% | Added |
| Gabelli Funds LLC | 19,597 | $671.4K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 19,600 | $671.5K | 0.00% | −1,000−4.9% | Reduced |
| Citigroup Inc | 20,076 | $687.8K | 0.00% | +1,915+10.5% | Added |
| Armis Advisers, LLC | 18,665 | $705.4K | 0.07% | +35+0.2% | Added |
| STRS Ohio | 20,600 | $705.8K | 0.00% | +600+3.0% | Added |
| Allianz Asset Management GmbH | 21,213 | $726.8K | 0.00% | 00.0% | Unchanged |
| Legato Capital Management LLC | 21,389 | $732.8K | 0.07% | +6,669+45.3% | Added |
| IVC Wealth Advisors LLC | 21,937 | $751.6K | 0.33% | −490−2.2% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 22,333 | $765.1K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 23,334 | $799.2K | 0.00% | +8,527+57.6% | Added |
| Bernardo Wealth Planning LLC | 23,561 | $807.2K | 0.16% | +49+0.2% | Added |
| Deutsche Bank AG | 23,585 | $808.0K | 0.00% | +5,854+33.0% | Added |
| BLB&B Advisors, LLC | 23,917 | $819.4K | 0.03% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 24,362 | $834.6K | 0.01% | +24,362 | New |
| Graves-Light Private Wealth Management, Inc. | 24,450 | $837.7K | 0.09% | +24,450 | New |
| Russell Investments Group, Ltd. | 25,072 | $859.0K | 0.00% | +141+0.6% | Added |
| Ieq Capital, LLC | 25,136 | $861.2K | 0.00% | +5,510+28.1% | Added |
| California State Teachers Retirement System | 26,630 | $912.3K | 0.00% | −212−0.8% | Reduced |
| Wedge Capital Management L L P | 26,672 | $913.8K | 0.02% | −172−0.6% | Reduced |
| LPL Financial LLC | 26,906 | $921.8K | 0.00% | −4,117−13.3% | Reduced |
| Teacher Retirement System of Texas | 26,959 | $923.6K | 0.00% | +3,219+13.6% | Added |
| Jane Street Group, LLC | 28,098 | $962.6K | 0.00% | −15,213−35.1% | Reduced |
| Quantinno Capital Management LP | 31,070 | $1.06M | 0.00% | +11,664+60.1% | Added |
| Alliancebernstein L.P. | 35,306 | $1.16M | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 35,745 | $1.22M | 0.00% | −989−2.7% | Reduced |
| Principal Financial Group Inc | 36,361 | $1.25M | 0.00% | +36,361 | New |
| Invesco Ltd. | 36,915 | $1.26M | 0.00% | −2,049−5.3% | Reduced |
| Compass Ion Advisors, LLC | 37,252 | $1.28M | 0.12% | +40.0% | Added |
| Smartleaf Asset Management LLC | 38,000 | $1.29M | 0.05% | −49−0.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 42,099 | $1.44M | 0.03% | −3,912−8.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 43,642 | $1.50M | 0.00% | +5,921+15.7% | Added |
| Ameriprise Financial Inc | 46,183 | $1.58M | 0.00% | −13,202−22.2% | Reduced |
| Barclays PLC | 47,285 | $1.62M | 0.00% | −21,353−31.1% | Reduced |
| Everhart Financial Group, Inc. | 47,652 | $1.63M | 0.14% | +7,444+18.5% | Added |
| Campbell & CO Investment Adviser LLC | 48,083 | $1.65M | 0.09% | +9,811+25.6% | Added |
| Price T Rowe Associates Inc | 49,069 | $1.68M | 0.00% | +5,851+13.5% | Added |
| Royce & Associates LP | 54,039 | $1.85M | 0.02% | −24,517−31.2% | Reduced |
| BNP Paribas Arbitrage, SA | 56,327 | $1.93M | 0.00% | +30,745+120.2% | Added |
| Swiss National Bank | 56,878 | $1.95M | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 57,739 | $1.98M | 0.00% | +7,363+14.6% | Added |
| Algert Global LLC | 59,014 | $2.02M | 0.03% | +9,440+19.0% | Added |
| Franklin Resources Inc | 61,046 | $2.09M | 0.00% | +9,008+17.3% | Added |
| Integrated Quantitative Investments LLC | 64,630 | $2.21M | 0.40% | +40,617+169.1% | Added |
| Point72 Asset Management, L.P. | 65,793 | $2.25M | 0.00% | −25,647−28.0% | Reduced |
| Citadel Advisors LLC | 67,925 | $2.33M | 0.00% | +54,739+415.1% | Added |
| UBS Asset Management Americas Inc | 68,511 | $2.35M | 0.00% | +10,972+19.1% | Added |
| Prudential Financial Inc | 72,971 | $2.50M | 0.00% | −17,550−19.4% | Reduced |
| Creative Planning | 76,550 | $2.62M | 0.00% | +1,041+1.4% | Added |
| State of New Jersey Common Pension Fund D | 88,187 | $3.02M | 0.01% | 00.0% | Unchanged |
| Martingale Asset Management L P | 93,000 | $3.19M | 0.08% | +14,677+18.7% | Added |
| JPMorgan Chase & Co | 94,350 | $3.19M | 0.00% | −41,213−30.4% | Reduced |
| Raymond James Financial Inc | 93,264 | $3.20M | 0.00% | −1,655−1.7% | Reduced |
| Trexquant Investment LP | 95,306 | $3.27M | 0.02% | +39,463+70.7% | Added |
| SG Americas Securities, LLC | 99,155 | $3.40M | 0.00% | +77,594+359.9% | Added |
| Man Group plc | 108,705 | $3.72M | 0.01% | +86,994+400.7% | Added |
| Tudor Investment Corp Et Al | 116,920 | $4.01M | 0.02% | +116,920 | New |
| Empowered Funds, LLC | 130,764 | $4.48M | 0.03% | +130,764 | New |
| Bank of New York Mellon Corp | 135,818 | $4.65M | 0.00% | −6,352−4.5% | Reduced |
| Endeavour Capital Advisors Inc | 138,587 | $4.75M | 1.08% | −108,116−43.8% | Reduced |
| Nuveen, LLC | 151,482 | $5.19M | 0.00% | −5,036−3.2% | Reduced |
| Vanguard Fiduciary Trust Co | 182,515 | $6.25M | 0.00% | +182,515 | New |
| Millennium Management LLC | 186,686 | $6.40M | 0.00% | +110,897+146.3% | Added |
| Neuberger Berman Group LLC | 198,597 | $6.80M | 0.01% | −6,679−3.3% | Reduced |
| Qube Research & Technologies Ltd | 204,974 | $7.02M | 0.01% | +156,228+320.5% | Added |
| Bank of America Corp | 225,853 | $7.74M | 0.00% | +34,557+18.1% | Added |
| Bridgeway Capital Management, LLC | 230,901 | $7.91M | 0.16% | +7,534+3.4% | Added |
| Charles Schwab Investment Management Inc | 233,694 | $8.01M | 0.00% | −1,279−0.5% | Reduced |
| Morgan Stanley | 252,109 | $8.64M | 0.00% | −22,767−8.3% | Reduced |
| Assenagon Asset Management S.A. | 257,403 | $8.82M | 0.01% | +257,403 | New |
| SEI Investments Co | 271,772 | $9.31M | 0.01% | +29,247+12.1% | Added |
| Vanguard Portfolio Management LLC | 278,491 | $9.54M | 0.00% | +278,491 | New |
| Northern Trust Corp | 296,818 | $10.2M | 0.00% | +6,183+2.1% | Added |
| Hotchkis & Wiley Capital Management LLC | 300,739 | $10.3M | 0.03% | −13,420−4.3% | Reduced |
| Two Sigma Investments, LP | 319,803 | $11.0M | 0.01% | +179,779+128.4% | Added |
| Leeward Investments, LLC - MA | 328,464 | $11.3M | 0.56% | −9,071−2.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 346,893 | $11.9M | 0.01% | +13,772+4.1% | Added |
| AQR Capital Management LLC | 350,938 | $12.0M | 0.01% | +26,202+8.1% | Added |
| Goldman Sachs Group Inc | 358,710 | $12.3M | 0.00% | −20,969−5.5% | Reduced |
| Univest Financial Corp | 501,751 | $17.2M | 0.97% | −115,775−18.7% | Reduced |
| Renaissance Technologies LLC | 583,734 | $20.0M | 0.03% | −51,496−8.1% | Reduced |