Univest FinancialUVSP
13F holders, Q4 2024 (December 31)174holders +17
18new positions
8sold out
4famous investors
$29.51avg. 13F price*
At the end of Q4 2024, 174 institutions reported holding Univest Financial Corp. (UVSP) in their 13F filings, up 17 from Q3 2024. 18 opened new positions and 8 sold out. The largest holders were BlackRock, Inc. ($102.1M), FMR LLC ($77.0M) and Dimensional Fund Advisors LP ($58.2M). 4 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 Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Univest Financial Corp.
- CUSIP
- 915271100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $3.8M |
| Exits | 8 | $2.2M |
All 13F filers, Q3 2024 → Q4 2024: 917,689 shares bought and 628,940 shares sold, net +288,749 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 174 holders
| BlackRock, Inc. | 0.00% | Reduce -0.4% | 3,458,553 | $102.1M |
| FMR LLC | 0.00% | Reduce -0.4% | 2,610,948 | $77.0M |
| Dimensional Fund Advisors LP | 0.01% | Add +0.0% | 1,973,468 | $58.2M |
| Vanguard Group Inc. | 0.00% | Reduce -1.8% | 1,625,773 | $48.0M |
| Manufacturers Life Insurance Company, The | 0.03% | Add +6.7% | 1,204,530 | $35.5M |
| Pzena Investment Management LLC | 0.12% | Reduce -3.4% | 1,149,117 | $33.9M |
| State Street Corp. | 0.00% | Add +9.8% | 959,260 | $28.3M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.3% | 702,572 | $20.7M |
| American Century Companies Inc. | 0.01% | Add +12.7% | 632,354 | $18.7M |
| Renaissance Technologies | 0.03% | Reduce -3.4% | 628,689 | $18.6M |
| UNIVEST FINANCIAL Corp | 0.99% | Add +0.1% | 531,828 | $15.7M |
| Ameriprise Financial Inc. | 0.00% | Add +189.8% | 398,475 | $11.8M |
| Hotchkis & Wiley Capital Management LLC | 0.04% | Reduce -1.1% | 390,770 | $11.5M |
| Leeward Investments, LLC - MA | 0.55% | Reduce -6.9% | 375,663 | $11.1M |
| Northern Trust Corp. | 0.00% | Add +2.8% | 339,290 | $10.0M |
| Morgan Stanley | 0.00% | Add +0.8% | 315,899 | $9.3M |
| AQR Capital Management | 0.01% | Reduce -4.5% | 309,248 | $9.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -2.9% | 268,332 | $7.9M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -0.2% | 245,387 | $7.2M |
| Endeavour Capital Advisors Inc. | 2.27% | Reduce -11.4% | 242,084 | $7.1M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +1.6% | 239,059 | $7.1M |
| Neuberger Berman Group LLC | 0.01% | Reduce -0.3% | 211,771 | $6.2M |
| Bridgeway Capital Management, LLC | 0.13% | Reduce -8.4% | 198,567 | $5.9M |
| Royce & Associates LP | 0.05% | Reduce -25.1% | 182,451 | $5.4M |
| Prudential Financial Inc. | 0.01% | Add +23.0% | 173,024 | $5.1M |
| Sei Investments Co. | 0.01% | Add +0.2% | 170,389 | $5.0M |
| Bank of New York Mellon Corp | 0.00% | Add +0.5% | 152,028 | $4.5M |
| JPMorgan Chase & Co. | 0.00% | Add +34.4% | 139,102 | $4.1M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -20.5% | 136,397 | $4.0M |
| Bank of America Corp. | 0.00% | Add +23.1% | 132,333 | $3.9M |
| Assenagon Asset Management S.A. | 0.01% | Reduce -49.4% | 115,529 | $3.4M |
| Empowered Funds, LLC | 0.04% | Add +5.1% | 98,430 | $2.9M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 87,072 | $2.6M |
| UBS Group AG | 0.00% | Add +208.3% | 86,860 | $2.6M |
| Invesco Ltd. | 0.00% | Add +4.0% | 85,901 | $2.5M |
| Raymond James Financial Inc. | 0.00% | — | 77,891 | $2.3M |
| Martingale Asset Management L P | 0.06% | Add +8.9% | 77,877 | $2.3M |
| Barclays PLC | 0.00% | Add +9.9% | 73,185 | $2.2M |
| Creative Planning | 0.00% | Add +12.5% | 60,893 | $1.8M |
| Swiss National Bank | 0.00% | No change | 57,078 | $1.7M |
| Teacher Retirement System of Texas | 0.01% | Add +22.0% | 56,148 | $1.7M |
| Logan Capital Management Inc. | 0.06% | No change | 50,427 | $1.5M |
| Franklin Resources Inc. | 0.00% | Reduce -0.5% | 48,080 | $1.4M |
| Rhumbline Advisers | 0.00% | Add +2.9% | 46,768 | $1.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -7.9% | 43,946 | $1.3M |
| Two Sigma Advisers, LP | 0.00% | Reduce -31.0% | 40,880 | $1.2M |
| IVC Wealth Advisors LLC | 0.66% | No change | 40,107 | $1.2M |
| Citigroup Inc. | 0.00% | Add +5.9% | 40,101 | $1.2M |
| Tudor Investment Corporation | 0.01% | Add +68.8% | 39,593 | $1.2M |
| Compass Ion Advisors, LLC | 0.13% | Add +0.3% | 36,956 | $1.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +5.6% | 32,910 | $972K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -29.1% | 32,462 | $958K |
| Two Sigma Investments, LP | 0.00% | Reduce -36.7% | 31,072 | $917K |
| Smartleaf Asset Management LLC | 0.09% | Reduce -0.9% | 29,355 | $870K |
| Legal & General Group Plc | 0.00% | Add +7.6% | 28,530 | $842K |
| Deutsche Bank AG | 0.00% | Add +57.0% | 28,505 | $841K |
| Victory Capital Management Inc. | 0.00% | Add +2.5% | 28,200 | $832K |
| LPL Financial LLC | 0.00% | Reduce -6.9% | 28,023 | $827K |
| Everhart Financial Group, Inc. | 0.17% | Add +5.0% | 27,639 | $816K |
| California State Teachers Retirement System | 0.00% | Reduce -1.5% | 27,224 | $803K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -17.1% | 26,645 | $786K |
| Alliancebernstein L.P. | 0.00% | No change | 26,056 | $769K |
| Janney Montgomery Scott LLC | 0.00% | Add +2.0% | 24,724 | $730K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +66.7% | 24,722 | $730K |
| BLB&B Advisors, LLC | 0.04% | Reduce -11.1% | 23,917 | $706K |
| BNP Paribas Financial Markets | 0.00% | Add +94.1% | 23,840 | $704K |
| Panagora Asset Management Inc. | 0.00% | New | 23,430 | $691K |
| Wedge Capital Management L L P | 0.01% | Reduce -3.0% | 23,239 | $686K |
| Pacific Ridge Capital Partners, LLC | 0.15% | Reduce -20.8% | 22,096 | $652K |
| STRS Ohio | 0.00% | Reduce -4.8% | 22,000 | $649K |
| Bailard, Inc. | 0.02% | Add +1.6% | 21,132 | $624K |
| Rafferty Asset Management, LLC | 0.00% | Add +8.7% | 20,901 | $617K |
| Qube Research & Technologies Ltd | 0.00% | New | 20,160 | $595K |
| ExodusPoint Capital Management, LP | 0.01% | New | 19,633 | $579K |
| Millennium Management | 0.00% | Reduce -33.7% | 19,297 | $569K |
| Wells Fargo & Company | 0.00% | Add +24.7% | 18,698 | $552K |
| Bison Wealth, LLC | 0.12% | No change | 18,630 | $550K |
| Campbell & CO Investment Adviser LLC | 0.04% | Reduce -11.9% | 18,247 | $538K |
| Sterling Capital Management LLC | 0.01% | Add +4.8% | 18,216 | $538K |
| First Trust Advisors LP | 0.00% | Add +0.2% | 17,681 | $522K |
| MetLife Investment Management, LLC | 0.00% | Add +5.8% | 17,559 | $518K |
| Keybank National Association | 0.00% | No change | 17,500 | $516K |
| KLP Kapitalforvaltning As | 0.00% | — | 17,300 | $511K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +3.9% | 16,468 | $486K |
| Intech Investment Management LLC | 0.00% | New | 15,675 | $463K |
| Susquehanna International Group, LLP | 0.00% | Add +41.4% | 15,244 | $450K |
| Keeley-Teton Advisors, LLC | 0.05% | Reduce -13.7% | 15,192 | $448K |
| LSV Asset Management | 0.00% | Reduce -29.1% | 14,900 | $440K |
| Apexium Financial, LP | 0.03% | No change | 14,852 | $438K |
| First Hawaiian Bank | 0.01% | No change | 14,644 | $432K |
| AlphaQuest LLC | 0.06% | Add +93.1% | 14,571 | $430K |
| Corebridge Financial, Inc. | 0.00% | Reduce -7.0% | 14,384 | $424K |
| Atria Wealth Solutions, Inc. | 0.00% | No change | 13,859 | $409K |
| Janus Henderson Group PLC | 0.00% | No change | 13,179 | $389K |
| First Manhattan Co. Llc. | 0.00% | No change | 12,762 | $377K |
| Cary Street Partners Financial LLC | 0.01% | — | 11,988 | $354K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +91.2% | 11,835 | $349K |
| Insight Advisors, LLC/ PA | 0.06% | Reduce -22.9% | 11,750 | $348K |
| Two Sigma Securities, LLC | 0.06% | New | 11,304 | $334K |
| Bernardo Wealth Planning LLC | 0.08% | Reduce -7.7% | 11,930 | $330K |
| Commonwealth Equity Services, LLC | 0.00% | No change | 10,881 | $321K |
| Cambria Investment Management, L.P. | 0.02% | Add +2.3% | 10,616 | $313K |
| WealthTrust Axiom LLC | 0.09% | No change | 10,227 | $302K |
| Voya Investment Management LLC | 0.00% | Reduce -8.0% | 10,043 | $296K |
| Stanley-Laman Group, Ltd. | 0.04% | No change | 9,884 | $292K |
| Trexquant Investment LP | 0.00% | New | 9,816 | $290K |
| Zacks Investment Management | 0.00% | New | 9,793 | $289K |
| SG Americas Securities, LLC | 0.00% | Reduce -5.7% | 9,682 | $286K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 9,600 | $283K |
| New York State Common Retirement Fund | 0.00% | No change | 9,314 | $275K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +4.0% | 8,848 | $261K |
| Quadrant Capital Group LLC | 0.02% | No change | 8,731 | $258K |
| Arizona State Retirement System | 0.00% | Add +0.3% | 8,457 | $250K |
| State of Tennessee, Department of Treasury | 0.00% | New | 8,284 | $244K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 8,278 | $244K |
| ProShare Advisors LLC | 0.00% | New | 8,148 | $240K |
| Centiva Capital, LP | 0.01% | Add +8.6% | 8,070 | $238K |
| Evergreen Capital Management LLC | 0.01% | No change | 7,823 | $231K |
| Hendershot Investments Inc. | 0.03% | No change | 7,679 | $227K |
| Cornerstone Investment Partners, LLC | 0.01% | Add +0.1% | 7,595 | $224K |
| Trust Co. of Vermont | 0.01% | No change | 7,004 | $207K |
| Cwm, LLC | 0.00% | Add +12.1% | 6,944 | $205K |
| Shell Asset Management Co. | 0.01% | Reduce -0.3% | 6,813 | $201K |
| Comerica Bank | 0.00% | Reduce -10.8% | 6,648 | $196K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | — | 6,066 | $179K |
| Royal Bank of Canada | 0.00% | Add +92.2% | 5,682 | $168K |
| PNC Financial Services Group, Inc. | 0.00% | Add +14.8% | 4,796 | $142K |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -31.5% | 3,940 | $116K |
| Signaturefd, LLC | 0.00% | Add +2.5% | 3,079 | $91K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 2,862 | $84K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 2,802 | $83K |
| Battery Global Advisors, LLC | 0.04% | No change | 2,623 | $77K |
| Parallel Advisors, LLC | 0.00% | No change | 2,298 | $68K |
| Lindbrook Capital, LLC | 0.00% | Add +1.7% | 1,527 | $45K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +161.2% | 1,003 | $30K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 990 | $29K |
| Amalgamated Bank | 0.00% | No change | 996 | $29K |
| US Bancorp \de | 0.00% | No change | 778 | $23K |
| Arax Advisory Partners | 0.00% | No change | 719 | $21K |
| Bessemer Group Inc. | 0.00% | Reduce -77.0% | 637 | $19K |
| Fifth Third Bancorp | 0.00% | No change | 619 | $18K |
| R Squared Ltd | 0.02% | — | 590 | $17K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 550 | $16K |
| Stonebridge Financial Group, LLC | 0.00% | — | 500 | $15K |
| Bogart Wealth, LLC | 0.00% | New | 500 | $15K |
| J.Safra Asset Management Corp | 0.00% | Add +39.1% | 441 | $13K |
| Geneos Wealth Management Inc. | 0.00% | Add +0.7% | 413 | $12K |
| Allworth Financial LP | 0.00% | Add +12.3% | 238 | $7K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +14.5% | 253 | $7K |
| GAMMA Investing LLC | 0.00% | Reduce -8.9% | 194 | $6K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 181 | $5K |
| C M Bidwell & Associates Ltd. | 0.00% | No change | 168 | $5K |
| First Horizon Advisors, Inc. | 0.00% | Add +87.6% | 167 | $5K |
| WPG Advisers, LLC | 0.00% | — | 145 | $4K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 124 | $4K |
| Whipplewood Advisors, LLC | 0.00% | — | 87 | $3K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 71 | $2K |
| Simplex Trading, LLC | 0.00% | Add +33.9% | 87 | $2K |
| Cary Street Partners Investment Advisory LLC | 0.00% | Reduce -99.5% | 54 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 49 | $1K |
| Rothschild Investment LLC | 0.00% | Reduce -22.2% | 35 | $1K |
| Raffa Wealth Management, LLC | 0.00% | No change | 33 | $974 |
| Versant Capital Management, Inc | 0.00% | New | 33 | $974 |
| Harbour Investments, Inc. | 0.00% | No change | 27 | $797 |
| MAI Capital Management | 0.00% | New | 20 | $591 |
| Huntington National Bank | 0.00% | New | 18 | $531 |
| Cassady Schiller Wealth Management, LLC | 0.00% | New | 17 | $502 |
| Principal Securities, Inc. | 0.00% | No change | 14 | $413 |
| IFP Advisors, Inc | 0.00% | New | 13 | $384 |
| Farther Finance Advisors, LLC | 0.00% | No change | 13 | $384 |
| SBI Securities Co., Ltd. | 0.00% | — | 5 | $148 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $30 |
| Hemington Wealth Management | 0.00% | No change | 29 | $0 |
| Covestor Ltd | 0.00% | Reduce -58.6% | 12 | $0 |
"% of holder's portfolio" is UVSP's weight in each manager's 13F, not the share of Univest Financial Corp. the manager owns.