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, Q2 2026
Institutional positions in Univest Financial Corp as of Jun 30, 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
- 222
- +15 vs. Q1 2026
- Shares held
- 22.8M
- +441.0K (+2.0%) vs. Q1 2026
- Total value
- $995.9M
- +$230.8M (+30.2%) vs. Q1 2026
- New holders
- 31
- 83 more added
- Sold out
- 16
- 56 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Univest Financial Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hotchkis & Wiley Capital Management LLC | 267,169 | $11.7M | 0.03% | −33,570−11.2% | Reduced |
| Nuveen, LLC | 272,915 | $11.9M | 0.00% | +121,433+80.2% | Added |
| Goldman Sachs Group Inc | 281,615 | $12.3M | 0.00% | −77,095−21.5% | Reduced |
| SEI Investments Co | 290,405 | $12.7M | 0.01% | +18,633+6.9% | Added |
| Northern Trust Corp | 307,272 | $13.4M | 0.00% | +10,454+3.5% | Added |
| Vanguard Portfolio Management LLC | 317,908 | $13.9M | 0.00% | +39,417+14.2% | Added |
| Leeward Investments, LLC - MA | 321,438 | $14.1M | 0.64% | −7,026−2.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 351,281 | $15.4M | 0.01% | +4,388+1.3% | Added |
| Assenagon Asset Management S.A. | 358,183 | $15.7M | 0.02% | +100,780+39.2% | Added |
| Two Sigma Investments, LP | 424,252 | $18.6M | 0.01% | +104,449+32.7% | Added |
| AQR Capital Management LLC | 435,006 | $19.0M | 0.01% | +84,068+24.0% | Added |
| Univest Financial Corp | 503,433 | $22.0M | 1.08% | +1,682+0.3% | Added |
| Renaissance Technologies LLC | 515,789 | $22.6M | 0.03% | −67,945−11.6% | Reduced |
| Manufacturers Life Insurance Company, The | 764,026 | $33.4M | 0.03% | −331,529−30.3% | Reduced |
| Geode Capital Management, LLC | 823,655 | $36.0M | 0.00% | +32,711+4.1% | Added |
| Pzena Investment Management LLC | 834,628 | $36.5M | 0.11% | −7,797−0.9% | Reduced |
| American Century Companies Inc | 846,282 | $37.0M | 0.02% | +88,280+11.6% | Added |
| State Street Corp | 991,985 | $43.4M | 0.00% | +58,299+6.2% | Added |
| Vanguard Capital Management LLC | 1,187,660 | $52.0M | 0.00% | −29,683−2.4% | Reduced |
| FMR LLC | 1,570,525 | $68.7M | 0.00% | −331,799−17.4% | Reduced |
| Dimensional Fund Advisors LP | 1,896,670 | $83.0M | 0.02% | +10,435+0.6% | Added |
| BlackRock, Inc. | 3,417,251 | $149.5M | 0.00% | +306,159+9.8% | Added |
| Endeavour Capital Advisors Inc | 0 | $0 | 0.00% | −138,587−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −67,925−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −28,098−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −24,362−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −17,319−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −12,847−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −12,033−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −8,787−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −6,408−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −6,501−100.0% | Sold out |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −440−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −327−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −124−100.0% | Sold out |
| Whipplewood Advisors, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |
| Janus Henderson Group PLC | – | – | – | – | Not filed |