Univest FinancialUVSP
13F holders, Q3 2024 (September 30)157holders +17
27new positions
11sold out
4famous investors
$28.14avg. 13F price*
At the end of Q3 2024, 157 institutions reported holding Univest Financial Corp. (UVSP) in their 13F filings, up 17 from Q2 2024. 27 opened new positions and 11 sold out. The largest holders were BlackRock, Inc. ($97.7M), FMR LLC ($73.8M) and Dimensional Fund Advisors LP ($55.5M). 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 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $6.1M |
| Exits | 11 | $1.7M |
All 13F filers, Q2 2024 → Q3 2024: 1,208,580 shares bought and 753,848 shares sold, net +454,732 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 157 holders
| BlackRock, Inc. | 0.00% | — | 3,471,927 | $97.7M |
| FMR LLC | 0.00% | Reduce -0.3% | 2,622,475 | $73.8M |
| Dimensional Fund Advisors LP | 0.01% | Add +0.7% | 1,972,731 | $55.5M |
| Vanguard Group Inc. | 0.00% | Add +5.4% | 1,656,102 | $46.6M |
| Pzena Investment Management LLC | 0.11% | Reduce -6.2% | 1,189,748 | $33.5M |
| Manufacturers Life Insurance Company, The | 0.03% | Reduce -6.8% | 1,128,566 | $31.8M |
| State Street Corp. | 0.00% | Reduce -2.0% | 873,371 | $24.6M |
| Geode Capital Management, LLC | 0.00% | Add +3.5% | 704,445 | $19.8M |
| Renaissance Technologies | 0.03% | Reduce -1.3% | 650,889 | $18.3M |
| American Century Companies Inc. | 0.01% | Add +16.4% | 561,089 | $15.8M |
| UNIVEST FINANCIAL Corp | 0.99% | Add +31.5% | 531,448 | $15.0M |
| Leeward Investments, LLC - MA | 0.53% | Reduce -0.3% | 403,576 | $11.4M |
| Hotchkis & Wiley Capital Management LLC | 0.04% | Reduce -12.8% | 394,900 | $11.1M |
| Northern Trust Corp. | 0.00% | Reduce -1.6% | 330,106 | $9.3M |
| AQR Capital Management | 0.01% | Reduce -16.6% | 323,832 | $9.1M |
| Morgan Stanley | 0.00% | Add +36.4% | 313,371 | $8.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +23.4% | 276,465 | $7.8M |
| Endeavour Capital Advisors Inc. | 2.41% | Reduce -4.1% | 273,189 | $7.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -4.2% | 245,883 | $6.9M |
| Royce & Associates LP | 0.06% | Reduce -10.1% | 243,466 | $6.9M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +203.9% | 235,290 | $6.6M |
| Assenagon Asset Management S.A. | 0.01% | Add +57.5% | 228,321 | $6.4M |
| Bridgeway Capital Management, LLC | 0.13% | Add +2.2% | 216,870 | $6.1M |
| Neuberger Berman Group LLC | 0.00% | Reduce -10.8% | 212,513 | $6.0M |
| Nuveen Asset Management, LLC | 0.00% | No change | 171,622 | $4.8M |
| Sei Investments Co. | 0.01% | Add +20.1% | 170,122 | $4.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -13.2% | 151,221 | $4.3M |
| Prudential Financial Inc. | 0.01% | Add +12.3% | 140,624 | $4.0M |
| Ameriprise Financial Inc. | 0.00% | Add +4.7% | 137,485 | $3.9M |
| Bank of America Corp. | 0.00% | Reduce -4.3% | 107,541 | $3.0M |
| JPMorgan Chase & Co. | 0.00% | Add +64.4% | 103,531 | $2.9M |
| Empowered Funds, LLC | 0.04% | Add +5.3% | 93,691 | $2.6M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 87,072 | $2.5M |
| Invesco Ltd. | 0.00% | Reduce -19.0% | 82,629 | $2.3M |
| Martingale Asset Management L P | 0.05% | Add +58.8% | 71,530 | $2.0M |
| Barclays PLC | 0.00% | Add +91.3% | 66,603 | $1.9M |
| Two Sigma Advisers, LP | 0.00% | Reduce -21.8% | 59,280 | $1.7M |
| Swiss National Bank | 0.00% | Reduce -1.7% | 57,078 | $1.6M |
| Creative Planning | 0.00% | Add +34.6% | 54,132 | $1.5M |
| Logan Capital Management Inc. | 0.06% | No change | 50,427 | $1.4M |
| Two Sigma Investments, LP | 0.00% | Add +0.4% | 49,120 | $1.4M |
| Jane Street Group, LLC | 0.00% | Add +75.8% | 48,782 | $1.4M |
| Franklin Resources Inc. | 0.00% | Add +35.9% | 48,312 | $1.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +16.3% | 47,700 | $1.3M |
| Teacher Retirement System of Texas | 0.01% | Add +86.1% | 46,017 | $1.3M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -13.7% | 45,786 | $1.3M |
| Rhumbline Advisers | 0.00% | Reduce -4.8% | 45,453 | $1.3M |
| Raymond James & Associates | 0.00% | Add +2.6% | 40,303 | $1.1M |
| IVC Wealth Advisors LLC | 0.62% | No change | 40,107 | $1.1M |
| Citigroup Inc. | 0.00% | Add +63.7% | 37,867 | $1.1M |
| Compass Ion Advisors, LLC | 0.13% | Reduce -3.9% | 36,864 | $1.0M |
| Los Angeles Capital Management LLC | 0.00% | Reduce -10.6% | 32,145 | $905K |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -24.4% | 31,164 | $877K |
| LPL Financial LLC | 0.00% | Reduce -1.0% | 30,089 | $847K |
| Millennium Management | 0.00% | Reduce -46.8% | 29,091 | $819K |
| Smartleaf Asset Management LLC | 0.10% | Reduce -2.0% | 29,636 | $807K |
| UBS Group AG | 0.00% | Add +31.2% | 28,177 | $793K |
| Pacific Ridge Capital Partners, LLC | 0.19% | Reduce -25.4% | 27,902 | $785K |
| California State Teachers Retirement System | 0.00% | Reduce -3.9% | 27,649 | $778K |
| Victory Capital Management Inc. | 0.00% | Reduce -8.3% | 27,500 | $774K |
| BLB&B Advisors, LLC | 0.04% | Reduce -18.8% | 26,916 | $757K |
| Legal & General Group Plc | 0.00% | Reduce -21.1% | 26,509 | $746K |
| Everhart Financial Group, Inc. | 0.16% | Add +18.7% | 26,320 | $741K |
| Alliancebernstein L.P. | 0.00% | No change | 26,056 | $733K |
| Janney Montgomery Scott LLC | 0.00% | New | 24,236 | $682K |
| Wedge Capital Management L L P | 0.01% | Reduce -14.7% | 23,963 | $674K |
| Tudor Investment Corporation | 0.01% | New | 23,455 | $660K |
| STRS Ohio | 0.00% | Reduce -11.5% | 23,100 | $650K |
| LSV Asset Management | 0.00% | No change | 21,000 | $591K |
| Bailard, Inc. | 0.02% | New | 20,800 | $585K |
| Campbell & CO Investment Adviser LLC | 0.04% | Add +93.3% | 20,713 | $583K |
| Rafferty Asset Management, LLC | 0.00% | Reduce -27.9% | 19,221 | $541K |
| Bison Wealth, LLC | 0.08% | New | 18,630 | $524K |
| Deutsche Bank AG | 0.00% | Add +40.9% | 18,151 | $511K |
| First Trust Advisors LP | 0.00% | Reduce -80.9% | 17,648 | $497K |
| Keeley-Teton Advisors, LLC | 0.05% | No change | 17,600 | $495K |
| Keybank National Association | 0.00% | Reduce -50.7% | 17,500 | $492K |
| Sterling Capital Management LLC | 0.01% | — | 17,390 | $489K |
| MetLife Investment Management, LLC | 0.00% | No change | 16,590 | $467K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +8.3% | 15,854 | $446K |
| Corebridge Financial, Inc. | 0.00% | Reduce -0.6% | 15,469 | $435K |
| Insight Advisors, LLC/ PA | 0.07% | Reduce -6.2% | 15,250 | $429K |
| Acadian Asset Management LLC | 0.00% | New | 15,244 | $428K |
| Wells Fargo & Company | 0.00% | Add +3.9% | 14,997 | $422K |
| Apexium Financial, LP | 0.03% | No change | 14,852 | $418K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 14,832 | $417K |
| First Hawaiian Bank | 0.01% | No change | 14,644 | $412K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 13,859 | $390K |
| Janus Henderson Group PLC | 0.00% | No change | 13,179 | $371K |
| Bernardo Wealth Planning LLC | 0.09% | Add +0.0% | 12,927 | $370K |
| First Manhattan Co. Llc. | 0.00% | No change | 12,762 | $359K |
| BNP Paribas Financial Markets | 0.00% | Reduce -39.8% | 12,285 | $346K |
| Occudo Quantitative Strategies LP | 0.06% | Add +33.1% | 12,252 | $345K |
| Cary Street Partners Investment Advisory LLC | 0.01% | No change | 12,042 | $339K |
| Voya Investment Management LLC | 0.00% | Reduce -2.5% | 10,921 | $307K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -9.1% | 10,881 | $306K |
| Susquehanna International Group, LLP | 0.00% | New | 10,782 | $303K |
| Cambria Investment Management, L.P. | 0.02% | New | 10,375 | $292K |
| SG Americas Securities, LLC | 0.00% | New | 10,262 | $289K |
| WealthTrust Axiom LLC | 0.09% | No change | 10,227 | $288K |
"% of holder's portfolio" is UVSP's weight in each manager's 13F, not the share of Univest Financial Corp. the manager owns.