Univest FinancialUVSP
13F holders, Q1 2024 (March 31)139holders
5famous investors
$20.83avg. 13F price*
At the end of Q1 2024, 139 institutions reported holding Univest Financial Corp. (UVSP) in their 13F filings. The largest holders were BlackRock Inc. ($70.5M), FMR LLC ($55.3M) and Dimensional Fund Advisors LP ($41.2M). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Univest Financial Corp.
- CUSIP
- 915271100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $3.1M |
| Exits | 16 | $13.4M |
Ownership 139 holders
| BlackRock Inc. | 0.00% | Reduce -3.0% | 3,387,142 | $70.5M |
| FMR LLC | 0.00% | Add +0.4% | 2,654,624 | $55.3M |
| Dimensional Fund Advisors LP | 0.01% | Add +1.0% | 1,977,337 | $41.2M |
| Vanguard Group Inc. | 0.00% | Add +1.2% | 1,571,213 | $32.7M |
| Pzena Investment Management LLC | 0.09% | Reduce -9.6% | 1,318,891 | $27.5M |
| Manufacturers Life Insurance Company, The | 0.02% | Add +0.0% | 1,197,950 | $24.9M |
| State Street Corp. | 0.00% | Add +2.6% | 911,205 | $19.0M |
| Renaissance Technologies | 0.02% | Reduce -1.6% | 660,189 | $13.7M |
| Geode Capital Management, LLC | 0.00% | Add +0.1% | 648,914 | $13.5M |
| Hotchkis & Wiley Capital Management LLC | 0.03% | Add +42.1% | 430,800 | $9.0M |
| UNIVEST FINANCIAL Corp | 2.38% | Reduce -6.8% | 405,491 | $8.4M |
| AQR Capital Management | 0.01% | Add +6.9% | 403,391 | $8.4M |
| American Century Companies Inc. | 0.01% | Add +23.9% | 398,490 | $8.3M |
| Leeward Investments, LLC - MA | 0.35% | Reduce -4.1% | 383,392 | $8.0M |
| Northern Trust Corp. | 0.00% | Reduce -6.4% | 342,724 | $7.1M |
| Endeavour Capital Advisors Inc. | 2.06% | Add +273.1% | 286,439 | $6.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -7.2% | 281,524 | $5.9M |
| Royce & Associates LP | 0.05% | Add +33.4% | 277,292 | $5.8M |
| Nuveen Asset Management, LLC | 0.00% | Add +2.1% | 240,416 | $5.0M |
| Neuberger Berman Group LLC | 0.00% | Reduce -0.4% | 232,139 | $4.8M |
| Morgan Stanley | 0.00% | Reduce -19.9% | 220,128 | $4.6M |
| Bridgeway Capital Management, LLC | 0.09% | Add +2.9% | 215,880 | $4.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -0.7% | 213,733 | $4.4M |
| Ameriprise Financial Inc. | 0.00% | Add +4.5% | 186,307 | $3.9M |
| Bank of New York Mellon Corp | 0.00% | Reduce -6.1% | 167,391 | $3.5M |
| Assenagon Asset Management S.A. | 0.01% | Reduce -22.1% | 137,910 | $2.9M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 135,564 | $2.8M |
| Prudential Financial Inc. | 0.00% | Add +2.6% | 127,624 | $2.7M |
| Sei Investments Co. | 0.00% | Add +28.3% | 118,994 | $2.5M |
| Invesco Ltd. | 0.00% | Add +93.6% | 106,447 | $2.2M |
| First Trust Advisors LP | 0.00% | Add +1.8% | 98,110 | $2.0M |
| JPMorgan Chase & Co. | 0.00% | Add +57.8% | 94,785 | $2.0M |
| Bank of America Corp. | 0.00% | Reduce -1.0% | 93,409 | $1.9M |
| Empowered Funds, LLC | 0.03% | Add +8.0% | 82,701 | $1.7M |
| Two Sigma Advisers, LP | 0.00% | Reduce -1.6% | 77,280 | $1.6M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +23.0% | 61,988 | $1.3M |
| Swiss National Bank | 0.00% | No change | 58,078 | $1.2M |
| Thrivent Financial for Lutherans | 0.00% | Add +8.5% | 57,916 | $1.2M |
| Barclays PLC | 0.00% | Reduce -23.2% | 56,939 | $1.2M |
| Logan Capital Management Inc. | 0.04% | No change | 50,427 | $1.0M |
| Victory Capital Management Inc. | 0.00% | Add +4.2% | 49,800 | $1.0M |
| Rhumbline Advisers | 0.00% | Add +2.8% | 47,263 | $984K |
| Two Sigma Investments, LP | 0.00% | Add +6.7% | 42,860 | $892K |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -10.7% | 40,578 | $845K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -0.8% | 40,445 | $842K |
| IVC Wealth Advisors LLC | 0.48% | Reduce -1.0% | 40,343 | $840K |
| UBS Group AG | 0.00% | Reduce -16.9% | 38,976 | $811K |
| Compass Ion Advisors, LLC | 0.11% | Add +0.4% | 38,374 | $799K |
| Pacific Ridge Capital Partners, LLC | 0.17% | Reduce -20.6% | 37,363 | $778K |
| Raymond James & Associates | 0.00% | Add +19.8% | 36,862 | $767K |
| Keybank National Association | 0.00% | Reduce -0.1% | 35,496 | $739K |
| Cubist Systematic Strategies, LLC | 0.01% | Add +105.7% | 35,258 | $734K |
| Legal & General Group Plc | 0.00% | No change | 33,581 | $699K |
| LPL Financial LLC | 0.00% | Add +0.4% | 33,165 | $690K |
| BLB&B Advisors, LLC | 0.04% | Add +0.0% | 33,164 | $690K |
| Creative Planning | 0.00% | Add +5.2% | 32,988 | $687K |
| Wedge Capital Management L L P | 0.01% | Add +35.9% | 32,017 | $667K |
| Smartleaf Asset Management LLC | 0.12% | Add +10.6% | 29,879 | $617K |
| California State Teachers Retirement System | 0.00% | Reduce -5.1% | 29,452 | $613K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 29,148 | $607K |
| STRS Ohio | 0.00% | Reduce -6.1% | 27,800 | $578K |
| Credit Suisse AG/ | 0.00% | No change | 27,489 | $572K |
| Girard Partners LTD. | 0.05% | Add +0.0% | 26,977 | $562K |
| Rafferty Asset Management, LLC | 0.00% | Add +5.1% | 26,746 | $557K |
| Alliancebernstein L.P. | 0.00% | No change | 26,056 | $542K |
| State Board of Administration of Florida Retirement System | 0.00% | New | 22,336 | $530K |
| Citigroup Inc. | 0.00% | Add +2.9% | 25,448 | $530K |
| HRT Financial LP | 0.00% | Reduce -23.1% | 23,328 | $485K |
| LSV Asset Management | 0.00% | No change | 21,000 | $437K |
| Franklin Resources Inc. | 0.00% | New | 20,889 | $435K |
| BNP Paribas Financial Markets | 0.00% | Add +10.7% | 19,713 | $410K |
| Everhart Financial Group, Inc. | 0.12% | Add +70.6% | 19,260 | $401K |
| Truist Financial Corp. | 0.00% | New | 18,576 | $387K |
| Teacher Retirement System of Texas | 0.00% | Reduce -33.3% | 18,247 | $380K |
| New York Life Investment Management LLC | 0.00% | Add +23.2% | 18,064 | $376K |
| Keeley-Teton Advisors, LLC | 0.05% | No change | 17,600 | $366K |
| Campbell & CO Investment Adviser LLC | 0.03% | Add +17.7% | 16,922 | $352K |
| First Manhattan Co. Llc. | 0.00% | Reduce -5.7% | 16,783 | $349K |
| AlphaQuest LLC | 0.06% | New | 16,534 | $344K |
| Insight Advisors, LLC/ PA | 0.07% | No change | 16,250 | $338K |
| Trexquant Investment LP | 0.01% | New | 15,376 | $320K |
| MetLife Investment Management, LLC | 0.00% | No change | 15,049 | $313K |
| Apexium Financial, LP | 0.02% | No change | 14,852 | $309K |
| First Hawaiian Bank | 0.01% | No change | 14,644 | $305K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | No change | 12,532 | $301K |
| American International Group, Inc. | 0.00% | Reduce -0.8% | 14,302 | $298K |
| Tudor Investment Corporation | 0.00% | Reduce -37.8% | 14,164 | $295K |
| Citadel Advisors | 0.00% | Reduce -21.7% | 13,959 | $291K |
| Millennium Management | 0.00% | New | 13,409 | $279K |
| Janus Henderson Group PLC | 0.00% | Add +0.0% | 13,329 | $277K |
| Deutsche Bank AG | 0.00% | Add +3.5% | 13,152 | $274K |
| New York State Common Retirement Fund | 0.00% | Reduce -0.1% | 12,907 | $269K |
| Bernardo Wealth Planning LLC | 0.07% | New | 12,493 | $260K |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.3% | 12,104 | $252K |
| Jump Financial, LLC | 0.01% | New | 12,076 | $251K |
| Cary Street Partners Investment Advisory LLC | 0.01% | No change | 11,988 | $250K |
| Voya Investment Management LLC | 0.00% | Reduce -18.4% | 10,936 | $228K |
| Wells Fargo & Company | 0.00% | Reduce -16.6% | 10,465 | $218K |
| WealthTrust Axiom LLC | 0.07% | No change | 10,227 | $213K |
| Stanley-Laman Group, Ltd. | 0.03% | No change | 9,884 | $206K |
| Balyasny Asset Management L.P. | 0.00% | New | 9,724 | $202K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | Reduce -5.1% | 9,645 | $201K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 9,600 | $200K |
| Quadrant Capital Group LLC | 0.01% | Reduce -1.7% | 8,906 | $185K |
| Comerica Bank | 0.00% | Add +11533.8% | 8,609 | $179K |
| Shell Asset Management Co. | 0.01% | Reduce -8.8% | 7,232 | $165K |
| Hendershot Investments Inc. | 0.02% | No change | 7,679 | $160K |
| Trust Co. of Vermont | 0.01% | No change | 7,004 | $146K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 6,191 | $129K |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -1.7% | 5,541 | $115K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.4% | 4,134 | $86K |
| Signaturefd, LLC | 0.00% | Add +3.8% | 2,960 | $62K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 2,862 | $60K |
| Bessemer Group Inc. | 0.00% | No change | 2,656 | $55K |
| Parallel Advisors, LLC | 0.00% | No change | 2,271 | $47K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.01% | New | 1,983 | $41K |
| Metropolitan Life Insurance Co | 0.00% | Reduce -17.1% | 1,541 | $32K |
| Royal Bank of Canada | 0.00% | Reduce -78.4% | 1,476 | $31K |
| Lindbrook Capital, LLC | 0.00% | No change | 1,227 | $26K |
| Cwm, LLC | 0.00% | Add +90.0% | 1,193 | $25K |
| Amalgamated Bank | 0.00% | Reduce -60.9% | 996 | $21K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 990 | $21K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 550 | $11K |
| US Bancorp \de | 0.00% | Add +37.9% | 473 | $10K |
| EntryPoint Capital, LLC | 0.00% | Reduce -91.2% | 174 | $4K |
| Allworth Financial LP | 0.00% | Reduce -5.3% | 126 | $3K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 124 | $3K |
| GAMMA Investing LLC | 0.00% | Add +57.1% | 121 | $3K |
| First Horizon Advisors, Inc. | 0.00% | No change | 89 | $2K |
| Private Wealth Management Group, LLC | 0.00% | No change | 75 | $2K |
| Covestor Ltd | 0.00% | Reduce -60.0% | 34 | $1K |
| IFP Advisors, Inc | 0.00% | New | 38 | $791 |
| Raffa Wealth Management, LLC | 0.00% | No change | 33 | $687 |
| Parkside Financial Bank & Trust | 0.00% | Reduce -97.2% | 30 | $625 |
| Principal Securities, Inc. | 0.00% | No change | 14 | $291 |
| Farther Finance Advisors, LLC | 0.00% | Add +550.0% | 13 | $265 |
| Avior Wealth Management, LLC | 0.00% | New | 8 | $166 |
| Rothschild Investment LLC | 0.00% | New | 5 | $104 |
| Simplex Trading, LLC | 0.00% | New | 26 | $0 |
"% of holder's portfolio" is UVSP's weight in each manager's 13F, not the share of Univest Financial Corp. the manager owns.