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 |
|---|---|---|---|---|---|
| American Century Companies Inc | 758,002 | $26.0M | 0.01% | +56,639+8.1% | Added |
| Geode Capital Management, LLC | 790,944 | $27.1M | 0.00% | +12,103+1.6% | Added |
| Pzena Investment Management LLC | 842,425 | $28.9M | 0.09% | −13,810−1.6% | Reduced |
| State Street Corp | 933,686 | $32.0M | 0.00% | +75,378+8.8% | Added |
| Manufacturers Life Insurance Company, The | 1,095,555 | $37.5M | 0.03% | −99,920−8.4% | Reduced |
| Vanguard Capital Management LLC | 1,217,343 | $41.7M | 0.00% | +1,217,343 | New |
| Dimensional Fund Advisors LP | 1,886,235 | $64.6M | 0.01% | +6,965+0.4% | Added |
| FMR LLC | 1,902,324 | $65.2M | 0.00% | −650,060−25.5% | Reduced |
| BlackRock, Inc. | 3,111,092 | $106.6M | 0.00% | +13,257+0.4% | Added |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −83,080−100.0% | Sold out |
| Logan Capital Management Inc | 0 | $0 | 0.00% | −48,600−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −35,232−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −21,000−100.0% | Sold out |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −18,169−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −17,718−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −17,106−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −6,576−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −893−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −115−100.0% | Sold out |
| Eurizon Capital SGR S.p.A. | 0 | $0 | 0.00% | −102−100.0% | Sold out |
| Turning Point Benefit Group, Inc. | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −59−100.0% | Sold out |
| J.Safra Asset Management Corp | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Keating Financial Advisory Services, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| Brandywine Global Investment Management, LLC | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| Trust Co of Vermont | – | – | – | – | Not filed |