Univest FinancialUVSP
13F holders, Q2 2026 (June 30)222holders +13
27new positions
16sold out
6famous investors
$43.73avg. 13F price*
At the end of Q2 2026, 222 institutions reported holding Univest Financial Corp. (UVSP) in their 13F filings, up 13 from Q1 2026. 27 opened new positions and 16 sold out. The largest holders were BlackRock, Inc. ($149.5M), Dimensional Fund Advisors LP ($83.0M) and FMR LLC ($68.7M). 6 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- Univest Financial Corp.
- CUSIP
- 915271100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $8.2M |
| Exits | 16 | $11.1M |
All 13F filers, Q1 2026 → Q2 2026: 1,874,075 shares bought and 1,523,179 shares sold, net +350,896 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 222 holders
| BlackRock, Inc. | 0.00% | Add +9.8% | 3,417,251 | $149.5M |
| Dimensional Fund Advisors LP | 0.01% | Add +0.6% | 1,896,670 | $83.0M |
| FMR LLC | 0.00% | Reduce -17.4% | 1,570,525 | $68.7M |
| Vanguard Capital Management LLC | 0.00% | Reduce -2.4% | 1,187,660 | $52.0M |
| State Street Corp. | 0.00% | Add +6.2% | 991,985 | $43.4M |
| American Century Companies Inc. | 0.02% | Add +11.7% | 846,282 | $37.0M |
| Pzena Investment Management LLC | 0.11% | Reduce -0.9% | 834,628 | $36.5M |
| Geode Capital Management, LLC | 0.00% | Add +4.1% | 823,655 | $36.0M |
| Manufacturers Life Insurance Company, The | 0.03% | Reduce -30.3% | 764,026 | $33.4M |
| Renaissance Technologies | 0.03% | Reduce -11.6% | 515,789 | $22.6M |
| UNIVEST FINANCIAL Corp | 1.08% | Add +0.3% | 503,433 | $22.0M |
| AQR Capital Management | 0.01% | Add +24.0% | 435,006 | $19.0M |
| Two Sigma Investments, LP | 0.01% | Add +32.7% | 424,252 | $18.6M |
| Assenagon Asset Management S.A. | 0.02% | Add +39.1% | 358,183 | $15.7M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +1.3% | 351,281 | $15.4M |
| Leeward Investments, LLC - MA | 0.64% | Reduce -2.1% | 321,438 | $14.1M |
| Vanguard Portfolio Management LLC | 0.00% | Add +14.2% | 317,908 | $13.9M |
| Northern Trust Corp. | 0.00% | Add +3.5% | 307,272 | $13.4M |
| Sei Investments Co. | 0.01% | Add +6.9% | 290,405 | $12.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -21.5% | 281,615 | $12.3M |
| Nuveen, LLC | 0.00% | Add +80.2% | 272,915 | $11.9M |
| Hotchkis & Wiley Capital Management LLC | 0.03% | Reduce -11.2% | 267,169 | $11.7M |
| Morgan Stanley | 0.00% | Reduce -0.5% | 250,739 | $11.0M |
| Bridgeway Capital Management, LLC | 0.18% | Add +3.7% | 239,352 | $10.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +1.1% | 236,309 | $10.3M |
| Bank of America Corp. | 0.00% | Reduce -8.4% | 206,866 | $9.1M |
| Neuberger Berman Group LLC | 0.01% | Reduce -5.7% | 187,196 | $8.2M |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +0.4% | 183,258 | $8.0M |
| Acadian Asset Management LLC | 0.01% | Add +10031.3% | 157,339 | $6.9M |
| Millennium Management | 0.00% | Reduce -21.8% | 145,915 | $6.4M |
| SG Americas Securities, LLC | 0.00% | Add +42.2% | 141,028 | $6.2M |
| Bank of New York Mellon Corp | 0.00% | Add +3.2% | 140,196 | $6.1M |
| Empowered Funds, LLC | 0.03% | Add +6.5% | 139,215 | $6.1M |
| Trexquant Investment LP | 0.04% | Add +43.3% | 136,540 | $6.0M |
| Point72 Asset Management | 0.01% | Add +100.3% | 131,806 | $5.8M |
| Tudor Investment Corporation | 0.02% | Add +9.9% | 128,460 | $5.6M |
| Man Group plc | 0.01% | Add +14.7% | 124,683 | $5.5M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -44.2% | 114,449 | $5.0M |
| Algert Global LLC | 0.05% | Add +63.3% | 96,361 | $4.2M |
| UBS Group AG | 0.00% | Add +65.6% | 95,622 | $4.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.2% | 89,479 | $4.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -6.8% | 86,968 | $3.8M |
| Creative Planning | 0.00% | Add +12.1% | 85,822 | $3.8M |
| Ameriprise Financial Inc. | 0.00% | Add +78.8% | 82,550 | $3.6M |
| BNP Paribas Financial Markets | 0.00% | Add +44.9% | 81,640 | $3.6M |
| Martingale Asset Management L P | 0.08% | Reduce -13.0% | 80,878 | $3.5M |
| Prudential Financial Inc. | 0.00% | Reduce -4.0% | 70,051 | $3.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -21.3% | 69,434 | $3.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -1.3% | 67,622 | $3.0M |
| Franklin Resources Inc. | 0.00% | Add +7.8% | 65,780 | $2.9M |
| Campbell & CO Investment Adviser LLC | 0.15% | Add +35.8% | 65,309 | $2.9M |
| Integrated Quantitative Investments LLC | 0.46% | No change | 64,630 | $2.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +21.7% | 59,734 | $2.6M |
| Swiss National Bank | 0.00% | No change | 56,878 | $2.5M |
| Russell Investments Group, Ltd. | 0.00% | Add +117.5% | 54,539 | $2.4M |
| HSBC Holdings PLC | 0.00% | Add +124.9% | 52,472 | $2.3M |
| Royce & Associates LP | 0.02% | Reduce -5.9% | 50,865 | $2.2M |
| Barclays PLC | 0.00% | Add +4.5% | 49,424 | $2.2M |
| Logan Capital Management Inc. | 0.08% | — | 48,600 | $2.1M |
| Everhart Financial Group, Inc. | 0.13% | Add +0.5% | 47,881 | $2.1M |
| Quantinno Capital Management LP | 0.00% | Add +28.5% | 39,915 | $1.7M |
| Principal Financial Group Inc. | 0.00% | Add +6.8% | 38,841 | $1.7M |
| Smartleaf Asset Management LLC | 0.05% | No change | 38,000 | $1.7M |
| Rhumbline Advisers | 0.00% | Add +5.6% | 37,762 | $1.7M |
| Compass Ion Advisors, LLC | 0.14% | Add +0.0% | 37,255 | $1.6M |
| Invesco Ltd. | 0.00% | Add +0.4% | 37,055 | $1.6M |
| Jackson Creek Investment Advisors LLC | 0.52% | New | 35,657 | $1.6M |
| California State Teachers Retirement System | 0.00% | Add +23.0% | 32,762 | $1.4M |
| Savant Capital, LLC | 0.00% | Add +83.1% | 34,781 | $1.3M |
| Citigroup Inc. | 0.00% | Add +50.6% | 30,243 | $1.3M |
| Ieq Capital, LLC | 0.01% | Add +17.8% | 29,610 | $1.3M |
| Deutsche Bank AG | 0.00% | Add +22.4% | 28,876 | $1.3M |
| Alliancebernstein L.P. | 0.00% | Add +0.2% | 35,370 | $1.2M |
| Magnetar Financial LLC | 0.01% | New | 26,691 | $1.2M |
| Teacher Retirement System of Texas | 0.00% | Reduce -1.6% | 26,532 | $1.2M |
| Wells Fargo & Company | 0.00% | Add +106.9% | 25,522 | $1.1M |
| Graves Light Lenhart Wealth, Inc. | 0.10% | No change | 24,450 | $1.1M |
| Bernardo Wealth Planning LLC | 0.18% | Add +3.0% | 24,271 | $1.1M |
| BLB&B Advisors, LLC | 0.04% | Reduce -2.2% | 23,392 | $1.0M |
| Wedge Capital Management L L P | 0.02% | Reduce -14.2% | 22,875 | $1.0M |
| Legal & General Group Plc | 0.00% | Add +19.3% | 22,034 | $964K |
| IVC Wealth Advisors LLC | 0.37% | No change | 21,937 | $960K |
| LPL Financial LLC | 0.00% | Reduce -18.7% | 21,878 | $957K |
| Legato Capital Management LLC | 0.08% | No change | 21,389 | $936K |
| Global Retirement Partners, LLC | 0.01% | — | 21,327 | $933K |
| Allianz Asset Management GmbH | 0.00% | No change | 21,213 | $928K |
| Gabelli Funds LLC | 0.01% | Add +7.2% | 21,000 | $919K |
| LSV Asset Management | 0.00% | Add +47.5% | 20,795 | $910K |
| STRS Ohio | 0.00% | Reduce -3.9% | 19,800 | $866K |
| Gsa Capital Partners LLP | 0.05% | New | 19,275 | $843K |
| Mariner, LLC | 0.00% | Add +35.1% | 19,179 | $839K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -56.6% | 18,944 | $829K |
| Victory Capital Management Inc. | 0.00% | Reduce -3.4% | 18,925 | $828K |
| Bison Wealth, LLC | 0.08% | No change | 18,665 | $825K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +21.8% | 18,823 | $818K |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | No change | 18,491 | $809K |
| Canada Pension Plan Investment Board | 0.00% | No change | 18,400 | $805K |
| D. E. Shaw & Co. | 0.00% | Reduce -7.6% | 17,330 | $758K |
| KLP Kapitalforvaltning As | 0.00% | No change | 17,300 | $757K |
| MetLife Investment Management, LLC | 0.00% | Add +5.6% | 16,580 | $725K |
"% of holder's portfolio" is UVSP's weight in each manager's 13F, not the share of Univest Financial Corp. the manager owns.