Univest FinancialUVSP
13F holders, Q1 2025 (March 31)179holders +5
18new positions
11sold out
4famous investors
$28.36avg. 13F price*
At the end of Q1 2025, 179 institutions reported holding Univest Financial Corp. (UVSP) in their 13F filings, up 5 from Q4 2024. 18 opened new positions and 11 sold out. The largest holders were BlackRock, Inc. ($96.9M), FMR LLC ($73.9M) and Dimensional Fund Advisors LP ($55.3M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $10.0M |
| Exits | 11 | $2.7M |
All 13F filers, Q4 2024 → Q1 2025: 1,005,459 shares bought and 841,469 shares sold, net +163,990 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 179 holders
| BlackRock, Inc. | 0.00% | Reduce -1.2% | 3,417,968 | $96.9M |
| FMR LLC | 0.00% | Reduce -0.1% | 2,607,250 | $73.9M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -1.1% | 1,951,007 | $55.3M |
| Vanguard Group Inc. | 0.00% | Add +4.3% | 1,695,235 | $48.1M |
| Manufacturers Life Insurance Company, The | 0.03% | Add +6.5% | 1,282,311 | $36.4M |
| Pzena Investment Management LLC | 0.11% | Reduce -0.5% | 1,143,141 | $32.4M |
| State Street Corp. | 0.00% | Reduce -11.3% | 850,899 | $24.1M |
| Geode Capital Management, LLC | 0.00% | Add +4.9% | 737,069 | $20.9M |
| American Century Companies Inc. | 0.01% | Add +8.0% | 682,823 | $19.4M |
| Renaissance Technologies | 0.03% | Add +2.5% | 644,269 | $18.3M |
| UNIVEST FINANCIAL Corp | 0.96% | Reduce -2.1% | 520,580 | $14.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.3% | 385,155 | $10.9M |
| Leeward Investments, LLC - MA | 0.54% | Reduce -4.2% | 360,025 | $10.2M |
| Northern Trust Corp. | 0.00% | Reduce -2.7% | 329,991 | $9.4M |
| Hotchkis & Wiley Capital Management LLC | 0.03% | Reduce -21.1% | 308,430 | $8.7M |
| AQR Capital Management | 0.01% | Reduce -0.6% | 307,447 | $8.7M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +18.6% | 283,495 | $8.0M |
| Endeavour Capital Advisors Inc. | 2.70% | Add +6.0% | 256,631 | $7.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -4.0% | 235,701 | $6.7M |
| Morgan Stanley | 0.00% | Reduce -28.6% | 225,676 | $6.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -16.4% | 224,241 | $6.4M |
| Neuberger Berman Group LLC | 0.01% | Reduce -0.2% | 211,330 | $6.0M |
| Bridgeway Capital Management, LLC | 0.14% | Add +2.1% | 202,654 | $5.7M |
| UBS Group AG | 0.00% | Add +131.1% | 200,699 | $5.7M |
| Sei Investments Co. | 0.01% | Add +5.5% | 179,685 | $5.1M |
| Allianz Asset Management GmbH | 0.01% | New | 174,631 | $5.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.8% | 150,845 | $4.3M |
| JPMorgan Chase & Co. | 0.00% | Add +8.2% | 150,501 | $4.3M |
| Bank of America Corp. | 0.00% | Reduce -0.3% | 131,902 | $3.7M |
| Royce & Associates LP | 0.04% | Reduce -28.0% | 131,336 | $3.7M |
| Nuveen, LLC | 0.00% | — | 119,324 | $3.4M |
| Empowered Funds, LLC | 0.04% | Add +4.2% | 102,517 | $2.9M |
| Assenagon Asset Management S.A. | 0.01% | Reduce -13.3% | 100,197 | $2.8M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +3.1% | 89,764 | $2.5M |
| Prudential Financial Inc. | 0.00% | Reduce -49.9% | 86,634 | $2.5M |
| Raymond James Financial Inc. | 0.00% | Add +2.6% | 79,896 | $2.3M |
| Invesco Ltd. | 0.00% | Reduce -7.7% | 79,265 | $2.2M |
| Martingale Asset Management L P | 0.06% | Add +0.3% | 78,087 | $2.2M |
| Two Sigma Investments, LP | 0.00% | Add +119.2% | 68,112 | $1.9M |
| Creative Planning | 0.00% | Reduce -6.1% | 57,166 | $1.6M |
| Barclays PLC | 0.00% | Reduce -22.8% | 56,509 | $1.6M |
| Swiss National Bank | 0.00% | Reduce -1.4% | 56,278 | $1.6M |
| Jane Street Group, LLC | 0.00% | New | 51,728 | $1.5M |
| Logan Capital Management Inc. | 0.07% | No change | 50,427 | $1.4M |
| Franklin Resources Inc. | 0.00% | Reduce -0.5% | 47,861 | $1.4M |
| Two Sigma Advisers, LP | 0.00% | Add +14.9% | 46,980 | $1.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +6.6% | 46,848 | $1.3M |
| Rhumbline Advisers | 0.00% | Reduce -3.9% | 44,953 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Add +187.1% | 43,760 | $1.2M |
| Panagora Asset Management Inc. | 0.01% | Add +82.6% | 42,782 | $1.2M |
| Hussman Strategic Advisors, Inc. | 0.29% | New | 42,000 | $1.2M |
| IVC Wealth Advisors LLC | 0.61% | No change | 40,107 | $1.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +20.7% | 39,733 | $1.1M |
| Smartleaf Asset Management LLC | 0.11% | Add +33.4% | 39,166 | $1.1M |
| Compass Ion Advisors, LLC | 0.12% | Add +0.3% | 37,047 | $1.1M |
| ExodusPoint Capital Management, LP | 0.01% | Add +78.7% | 35,089 | $995K |
| Teacher Retirement System of Texas | 0.00% | Reduce -37.9% | 34,887 | $989K |
| Citigroup Inc. | 0.00% | Reduce -13.1% | 34,858 | $989K |
| Tudor Investment Corporation | 0.01% | Reduce -14.0% | 34,038 | $965K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -4.1% | 31,132 | $882K |
| Victory Capital Management Inc. | 0.00% | Add +4.1% | 29,350 | $832K |
| Everhart Financial Group, Inc. | 0.11% | Add +2.9% | 28,449 | $807K |
| Legal & General Group Plc | 0.00% | Reduce -0.7% | 28,321 | $803K |
| California State Teachers Retirement System | 0.00% | No change | 27,224 | $772K |
| Wedge Capital Management L L P | 0.01% | Add +15.3% | 26,797 | $760K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +8.4% | 26,792 | $760K |
| Alliancebernstein L.P. | 0.00% | No change | 26,056 | $739K |
| Deutsche Bank AG | 0.00% | Reduce -9.0% | 25,932 | $735K |
| Intech Investment Management LLC | 0.01% | Add +62.7% | 25,509 | $723K |
| BLB&B Advisors, LLC | 0.04% | Add +6.3% | 25,417 | $721K |
| Campbell & CO Investment Adviser LLC | 0.05% | Add +34.6% | 24,557 | $696K |
| Insight Advisors, LLC/ PA | 0.12% | Add +100.0% | 23,500 | $666K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -12.4% | 23,345 | $662K |
| BNP Paribas Financial Markets | 0.00% | Reduce -7.8% | 21,985 | $623K |
| Pacific Ridge Capital Partners, LLC | 0.16% | Reduce -0.9% | 21,904 | $621K |
| STRS Ohio | 0.00% | Reduce -4.5% | 21,000 | $596K |
| Keeley-Teton Advisors, LLC | 0.07% | Add +36.4% | 20,719 | $588K |
| SG Americas Securities, LLC | 0.00% | Add +107.7% | 20,108 | $570K |
| Bison Wealth, LLC | 0.05% | New | 18,630 | $550K |
| Wells Fargo & Company | 0.00% | Add +3.2% | 19,304 | $547K |
| Trexquant Investment LP | 0.01% | Add +81.3% | 17,796 | $505K |
| First Trust Advisors LP | 0.00% | Add +0.2% | 17,715 | $502K |
| LPL Financial LLC | 0.00% | Reduce -37.0% | 17,663 | $501K |
| Keybank National Association | 0.00% | No change | 17,500 | $496K |
| KLP Kapitalforvaltning As | 0.00% | No change | 17,300 | $491K |
| MetLife Investment Management, LLC | 0.00% | Reduce -1.8% | 17,246 | $489K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.3% | 17,171 | $487K |
| Sterling Capital Management LLC | 0.01% | Reduce -10.6% | 16,279 | $462K |
| Rafferty Asset Management, LLC | 0.00% | Reduce -22.6% | 16,184 | $459K |
| Apexium Financial, LP | 0.03% | Add +3.4% | 15,352 | $435K |
| LSV Asset Management | 0.00% | No change | 14,900 | $423K |
| Corebridge Financial, Inc. | 0.00% | Reduce -1.5% | 14,173 | $402K |
| Atria Wealth Solutions, Inc. | 0.00% | No change | 13,859 | $393K |
| Janus Henderson Group PLC | 0.00% | No change | 13,179 | $378K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | New | 12,745 | $361K |
| First Manhattan Co. Llc. | 0.00% | Reduce -2.6% | 12,434 | $353K |
| Cary Street Partners Financial LLC | 0.01% | No change | 11,988 | $340K |
| Bernardo Wealth Planning LLC | 0.08% | Add +0.0% | 11,933 | $338K |
| Zacks Investment Management | 0.00% | Add +15.4% | 11,304 | $321K |
| Commonwealth Equity Services, LLC | 0.00% | No change | 10,881 | $309K |
| Polymer Capital Management (US) LLC | 0.09% | New | 10,685 | $303K |
| WealthTrust Axiom LLC | 0.09% | No change | 10,227 | $290K |
| Stanley-Laman Group, Ltd. | 0.04% | No change | 9,884 | $280K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +10.2% | 9,751 | $277K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 9,600 | $272K |
| New York State Common Retirement Fund | 0.00% | No change | 9,314 | $264K |
| Voya Investment Management LLC | 0.00% | Reduce -8.5% | 9,189 | $261K |
| Cwm, LLC | 0.00% | Add +26.6% | 8,794 | $249K |
| Quadrant Capital Group LLC | 0.01% | Reduce -0.2% | 8,717 | $247K |
| Squarepoint Ops LLC | 0.00% | New | 8,324 | $236K |
| Arizona State Retirement System | 0.00% | Reduce -1.9% | 8,298 | $235K |
| State of Tennessee, Department of Treasury | 0.00% | No change | 8,284 | $235K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 8,278 | $235K |
| Ieq Capital, LLC | 0.00% | New | 8,074 | $229K |
| Citadel Advisors | 0.00% | New | 8,065 | $229K |
| Verition Fund Management LLC | 0.00% | New | 8,013 | $227K |
| Bailard, Inc. | 0.01% | Reduce -62.1% | 8,000 | $227K |
| Evergreen Capital Management LLC | 0.01% | Add +2.3% | 7,999 | $227K |
| Two Sigma Securities, LLC | 0.03% | Reduce -30.7% | 7,829 | $222K |
| XTX Topco Ltd | 0.01% | New | 7,796 | $221K |
| Hendershot Investments Inc. | 0.03% | No change | 7,679 | $218K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -37.0% | 7,459 | $212K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -70.1% | 7,383 | $209K |
| AlphaQuest LLC | 0.02% | Reduce -50.5% | 7,207 | $204K |
| Trust Co. of Vermont | 0.01% | No change | 7,004 | $199K |
| Comerica Bank | 0.00% | Reduce -0.5% | 6,615 | $188K |
| Shell Asset Management Co. | 0.01% | Reduce -4.2% | 6,530 | $185K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 6,066 | $172K |
| PNC Financial Services Group, Inc. | 0.00% | Add +22.4% | 5,872 | $167K |
| Royal Bank of Canada | 0.00% | Add +2.8% | 5,843 | $166K |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 3,940 | $112K |
| Signaturefd, LLC | 0.00% | Reduce -2.2% | 3,010 | $85K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 2,862 | $81K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 2,802 | $79K |
| Geneos Wealth Management Inc. | 0.00% | Add +545.3% | 2,665 | $76K |
| Battery Global Advisors, LLC | 0.04% | No change | 2,623 | $74K |
| Parallel Advisors, LLC | 0.00% | Reduce -1.2% | 2,271 | $64K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +89.5% | 1,901 | $54K |
| Lindbrook Capital, LLC | 0.00% | Reduce -1.5% | 1,504 | $43K |
| Aquatic Capital Management LLC | 0.00% | New | 1,206 | $34K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 990 | $28K |
| Amalgamated Bank | 0.00% | No change | 996 | $28K |
| US Bancorp \de | 0.00% | No change | 778 | $22K |
| Coldstream Capital Management Inc. | 0.00% | New | 628 | $18K |
| Fifth Third Bancorp | 0.00% | No change | 619 | $18K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 550 | $16K |
| Stonebridge Financial Group, LLC | 0.00% | No change | 500 | $14K |
| Bogart Wealth, LLC | 0.00% | No change | 500 | $14K |
| J.Safra Asset Management Corp | 0.00% | Add +5.4% | 465 | $13K |
| GAMMA Investing LLC | 0.00% | Add +114.4% | 416 | $12K |
| Bessemer Group Inc. | 0.00% | Reduce -40.4% | 380 | $11K |
| WPG Advisers, LLC | 0.01% | Add +106.2% | 299 | $8K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +14.9% | 208 | $6K |
| Allworth Financial LP | 0.00% | Reduce -23.1% | 183 | $5K |
| C M Bidwell & Associates Ltd. | 0.00% | No change | 168 | $5K |
| First Horizon Advisors, Inc. | 0.00% | No change | 167 | $5K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -48.2% | 131 | $4K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 124 | $4K |
| Federated Hermes, Inc. | 0.00% | New | 88 | $2K |
| Whipplewood Advisors, LLC | 0.00% | Add +211.5% | 271 | $2K |
| Cary Street Partners Investment Advisory LLC | 0.00% | Add +29.6% | 70 | $2K |
| Private Trust Co. NA | 0.00% | New | 62 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +20.4% | 59 | $2K |
| Rothschild Investment LLC | 0.00% | Add +57.1% | 55 | $2K |
| MAI Capital Management | 0.00% | Add +75.0% | 35 | $993 |
| Raffa Wealth Management, LLC | 0.00% | No change | 33 | $936 |
| Versant Capital Management, Inc | 0.00% | No change | 33 | $936 |
| Harbour Investments, Inc. | 0.00% | No change | 27 | $766 |
| Parkside Financial Bank & Trust | 0.00% | New | 20 | $568 |
| Huntington National Bank | 0.00% | No change | 18 | $510 |
| Stephens Consulting, LLC | 0.00% | New | 15 | $426 |
| Principal Securities, Inc. | 0.00% | No change | 14 | $413 |
| Farther Finance Advisors, LLC | 0.00% | No change | 13 | $373 |
| IFP Advisors, Inc | 0.00% | No change | 13 | $369 |
| True Wealth Design, LLC | 0.00% | New | 11 | $312 |
| SBI Securities Co., Ltd. | 0.00% | No change | 5 | $142 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $29 |
| Hemington Wealth Management | 0.00% | Reduce -10.3% | 26 | $0 |
| Covestor Ltd | 0.00% | Reduce -75.0% | 3 | $0 |
"% of holder's portfolio" is UVSP's weight in each manager's 13F, not the share of Univest Financial Corp. the manager owns.