Univest FinancialUVSP
13F holders, Q2 2024 (June 30)140holders +1
14new positions
15sold out
4famous investors
$22.82avg. 13F price*
At the end of Q2 2024, 140 institutions reported holding Univest Financial Corp. (UVSP) in their 13F filings, up 1 from Q1 2024. 14 opened new positions and 15 sold out. The largest holders were BlackRock Inc. ($76.7M), FMR LLC ($60.1M) and Dimensional Fund Advisors LP ($44.7M). 4 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 Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Univest Financial Corp.
- CUSIP
- 915271100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $2.6M |
| Exits | 15 | $3.1M |
All 13F filers, Q1 2024 → Q2 2024: 500,991 shares bought and 698,700 shares sold, net −197,709 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 140 holders
| BlackRock Inc. | 0.00% | Reduce -0.8% | 3,359,688 | $76.7M |
| FMR LLC | 0.00% | Reduce -0.9% | 2,631,525 | $60.1M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -0.9% | 1,958,549 | $44.7M |
| Vanguard Group Inc. | 0.00% | Add +0.0% | 1,571,803 | $35.9M |
| Pzena Investment Management LLC | 0.10% | Reduce -3.8% | 1,268,250 | $29.0M |
| Manufacturers Life Insurance Company, The | 0.03% | Add +1.0% | 1,210,351 | $27.6M |
| State Street Corp. | 0.00% | Reduce -2.2% | 891,441 | $20.4M |
| Geode Capital Management, LLC | 0.00% | Add +4.9% | 680,675 | $15.5M |
| Renaissance Technologies | 0.03% | Reduce -0.1% | 659,289 | $15.1M |
| American Century Companies Inc. | 0.01% | Add +21.0% | 482,089 | $11.0M |
| Hotchkis & Wiley Capital Management LLC | 0.04% | Add +5.2% | 453,040 | $10.3M |
| Leeward Investments, LLC - MA | 0.42% | Add +5.6% | 404,942 | $9.2M |
| UNIVEST FINANCIAL Corp | 2.56% | Reduce -0.3% | 404,209 | $9.2M |
| AQR Capital Management | 0.01% | Reduce -3.8% | 388,080 | $8.9M |
| Northern Trust Corp. | 0.00% | Reduce -2.1% | 335,434 | $7.7M |
| Endeavour Capital Advisors Inc. | 2.26% | Reduce -0.5% | 284,939 | $6.5M |
| Royce & Associates LP | 0.06% | Reduce -2.4% | 270,724 | $6.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -8.8% | 256,775 | $5.9M |
| Neuberger Berman Group LLC | 0.00% | Add +2.6% | 238,144 | $5.4M |
| Morgan Stanley | 0.00% | Add +4.4% | 229,737 | $5.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +4.8% | 223,941 | $5.1M |
| Bridgeway Capital Management, LLC | 0.11% | Reduce -1.7% | 212,180 | $4.8M |
| Bank of New York Mellon Corp | 0.00% | Add +4.0% | 174,115 | $4.0M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -28.6% | 171,622 | $3.9M |
| Assenagon Asset Management S.A. | 0.01% | Add +5.2% | 145,009 | $3.3M |
| Sei Investments Co. | 0.00% | Add +19.0% | 141,638 | $3.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -29.5% | 131,348 | $3.0M |
| Prudential Financial Inc. | 0.00% | Reduce -1.9% | 125,224 | $2.9M |
| Bank of America Corp. | 0.00% | Add +20.4% | 112,435 | $2.6M |
| Invesco Ltd. | 0.00% | Reduce -4.2% | 102,015 | $2.3M |
| First Trust Advisors LP | 0.00% | Reduce -5.7% | 92,501 | $2.1M |
| Empowered Funds, LLC | 0.04% | Add +7.6% | 89,001 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -35.8% | 87,072 | $2.0M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +24.9% | 77,418 | $1.8M |
| Two Sigma Advisers, LP | 0.00% | Reduce -1.9% | 75,780 | $1.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -33.5% | 62,986 | $1.4M |
| Swiss National Bank | 0.00% | No change | 58,078 | $1.3M |
| Millennium Management | 0.00% | Add +308.0% | 54,707 | $1.2M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -8.4% | 53,021 | $1.2M |
| Logan Capital Management Inc. | 0.05% | No change | 50,427 | $1.2M |
| Two Sigma Investments, LP | 0.00% | Add +14.2% | 48,931 | $1.1M |
| Rhumbline Advisers | 0.00% | Add +1.1% | 47,766 | $1.1M |
| Martingale Asset Management L P | 0.02% | New | 45,057 | $1.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +1.6% | 41,219 | $942K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +40.8% | 41,033 | $937K |
| Creative Planning | 0.00% | Add +21.9% | 40,220 | $918K |
| IVC Wealth Advisors LLC | 0.51% | Reduce -0.6% | 40,107 | $916K |
| Raymond James & Associates | 0.00% | Add +6.5% | 39,273 | $897K |
| Pacific Ridge Capital Partners, LLC | 0.21% | Add +0.1% | 37,412 | $854K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -11.1% | 35,945 | $821K |
| Franklin Resources Inc. | 0.00% | Add +70.1% | 35,541 | $811K |
| Keybank National Association | 0.00% | Reduce -0.0% | 35,489 | $810K |
| Compass Ion Advisors, LLC | 0.11% | No change | 38,374 | $799K |
| Barclays PLC | 0.00% | Reduce -38.9% | 34,820 | $795K |
| Legal & General Group Plc | 0.00% | No change | 33,581 | $767K |
| BLB&B Advisors, LLC | 0.04% | Add +0.0% | 33,165 | $757K |
| LPL Financial LLC | 0.00% | Reduce -8.3% | 30,400 | $694K |
| Victory Capital Management Inc. | 0.00% | Reduce -39.8% | 30,000 | $685K |
| Smartleaf Asset Management LLC | 0.11% | Add +1.3% | 30,251 | $672K |
| Girard Partners LTD. | 0.06% | Add +7.2% | 28,913 | $660K |
| California State Teachers Retirement System | 0.00% | Reduce -2.3% | 28,764 | $657K |
| Wedge Capital Management L L P | 0.01% | Reduce -12.3% | 28,092 | $641K |
| Jane Street Group, LLC | 0.00% | New | 27,752 | $634K |
| Rafferty Asset Management, LLC | 0.00% | Reduce -0.3% | 26,659 | $609K |
| STRS Ohio | 0.00% | Reduce -6.1% | 26,100 | $596K |
| Alliancebernstein L.P. | 0.00% | No change | 26,056 | $595K |
| Teacher Retirement System of Texas | 0.00% | Add +35.5% | 24,722 | $564K |
| Citigroup Inc. | 0.00% | Reduce -9.1% | 23,131 | $528K |
| D. E. Shaw & Co. | 0.00% | New | 22,475 | $513K |
| Everhart Financial Group, Inc. | 0.13% | Add +15.1% | 22,173 | $506K |
| UBS Group AG | 0.00% | Reduce -44.9% | 21,481 | $490K |
| LSV Asset Management | 0.00% | No change | 21,000 | $479K |
| BNP Paribas Financial Markets | 0.00% | Add +3.5% | 20,409 | $466K |
| Truist Financial Corp. | 0.00% | Add +0.3% | 18,635 | $425K |
| Keeley-Teton Advisors, LLC | 0.05% | No change | 17,600 | $402K |
| MetLife Investment Management, LLC | 0.00% | Add +10.2% | 16,590 | $379K |
| Insight Advisors, LLC/ PA | 0.07% | No change | 16,250 | $371K |
| Corebridge Financial, Inc. | 0.00% | — | 15,564 | $355K |
| Apexium Financial, LP | 0.02% | No change | 14,852 | $339K |
| First Hawaiian Bank | 0.01% | No change | 14,644 | $334K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | — | 14,643 | $334K |
| Cubist Systematic Strategies, LLC | 0.01% | Reduce -58.8% | 14,541 | $332K |
| Wells Fargo & Company | 0.00% | Add +37.9% | 14,429 | $329K |
| Janus Henderson Group PLC | 0.00% | Reduce -1.1% | 13,179 | $301K |
| Bernardo Wealth Planning LLC | 0.08% | Add +3.5% | 12,924 | $295K |
| New York State Common Retirement Fund | 0.00% | Add +0.1% | 12,914 | $295K |
| Deutsche Bank AG | 0.00% | Reduce -2.1% | 12,880 | $294K |
| First Manhattan Co. Llc. | 0.00% | Reduce -24.0% | 12,762 | $291K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Add +0.5% | 12,042 | $275K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.1% | 11,967 | $273K |
| Voya Investment Management LLC | 0.00% | Add +2.4% | 11,198 | $256K |
| HRT Financial LP | 0.00% | Reduce -53.0% | 10,972 | $250K |
| Campbell & CO Investment Adviser LLC | 0.02% | Reduce -36.7% | 10,713 | $245K |
| WealthTrust Axiom LLC | 0.08% | No change | 10,227 | $233K |
| Stanley-Laman Group, Ltd. | 0.03% | No change | 9,884 | $226K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 9,600 | $219K |
| Occudo Quantitative Strategies LP | 0.04% | New | 9,206 | $210K |
| Quadrant Capital Group LLC | 0.01% | Reduce -2.0% | 8,731 | $199K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 8,301 | $190K |
| Hendershot Investments Inc. | 0.03% | No change | 7,679 | $175K |
"% of holder's portfolio" is UVSP's weight in each manager's 13F, not the share of Univest Financial Corp. the manager owns.