Univest FinancialUVSP
13F holders, Q2 2025 (June 30)183holders +4
20new positions
15sold out
3famous investors
$30.04avg. 13F price*
At the end of Q2 2025, 183 institutions reported holding Univest Financial Corp. (UVSP) in their 13F filings, up 4 from Q1 2025. 20 opened new positions and 15 sold out. The largest holders were BlackRock, Inc. ($97.1M), FMR LLC ($78.0M) and Dimensional Fund Advisors LP ($57.4M). 3 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $7.5M |
| Exits | 15 | $7.9M |
All 13F filers, Q1 2025 → Q2 2025: 1,068,697 shares bought and 1,240,520 shares sold, net −171,823 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 183 holders
| BlackRock, Inc. | 0.00% | Reduce -5.4% | 3,232,855 | $97.1M |
| FMR LLC | 0.00% | Reduce -0.4% | 2,596,325 | $78.0M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -2.1% | 1,910,039 | $57.4M |
| Vanguard Group Inc. | 0.00% | Add +1.8% | 1,725,256 | $51.8M |
| Manufacturers Life Insurance Company, The | 0.04% | Add +15.1% | 1,475,872 | $44.3M |
| Pzena Investment Management LLC | 0.09% | Reduce -22.3% | 888,209 | $26.7M |
| State Street Corp. | 0.00% | Add +2.5% | 872,632 | $26.2M |
| Geode Capital Management, LLC | 0.00% | Add +5.0% | 773,731 | $23.2M |
| American Century Companies Inc. | 0.01% | Add +0.9% | 688,723 | $20.7M |
| Renaissance Technologies | 0.03% | Reduce -2.9% | 625,489 | $18.8M |
| UNIVEST FINANCIAL Corp | 0.91% | Reduce -3.4% | 503,000 | $15.1M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +26.9% | 359,737 | $10.8M |
| Leeward Investments, LLC - MA | 0.55% | Reduce -3.6% | 346,897 | $10.4M |
| Hotchkis & Wiley Capital Management LLC | 0.03% | Add +9.7% | 338,330 | $10.2M |
| Northern Trust Corp. | 0.00% | Reduce -6.0% | 310,206 | $9.3M |
| AQR Capital Management | 0.01% | Reduce -2.6% | 299,403 | $9.0M |
| Morgan Stanley | 0.00% | Add +20.1% | 270,950 | $8.1M |
| Endeavour Capital Advisors Inc. | 2.65% | No change | 256,631 | $7.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +1.1% | 238,262 | $7.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -46.0% | 207,875 | $6.2M |
| Neuberger Berman Group LLC | 0.00% | Reduce -1.8% | 207,439 | $6.2M |
| Bridgeway Capital Management, LLC | 0.15% | Add +1.6% | 205,811 | $6.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -11.7% | 197,948 | $5.9M |
| Sei Investments Co. | 0.01% | Add +8.8% | 195,411 | $5.9M |
| Allianz Asset Management GmbH | 0.01% | Add +5.2% | 183,652 | $5.5M |
| Bank of America Corp. | 0.00% | Add +25.9% | 166,122 | $5.0M |
| Nuveen, LLC | 0.00% | Add +34.0% | 159,928 | $4.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.2% | 149,015 | $4.5M |
| UBS Group AG | 0.00% | Reduce -30.7% | 139,020 | $4.2M |
| Millennium Management | 0.00% | New | 133,663 | $4.0M |
| Royce & Associates LP | 0.04% | No change | 131,336 | $3.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -15.5% | 127,189 | $3.8M |
| Two Sigma Investments, LP | 0.01% | Add +64.0% | 111,681 | $3.4M |
| Empowered Funds, LLC | 0.04% | Add +3.1% | 105,674 | $3.2M |
| Raymond James Financial Inc. | 0.00% | Add +24.8% | 99,670 | $3.0M |
| Prudential Financial Inc. | 0.00% | Add +6.7% | 92,405 | $2.8M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 89,764 | $2.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +83.9% | 86,137 | $2.6M |
| Martingale Asset Management L P | 0.06% | Add +0.3% | 78,360 | $2.4M |
| Barclays PLC | 0.00% | Add +36.2% | 76,989 | $2.3M |
| Two Sigma Advisers, LP | 0.00% | Add +61.1% | 75,680 | $2.3M |
| Creative Planning | 0.00% | Add +24.4% | 71,105 | $2.1M |
| Invesco Ltd. | 0.00% | Reduce -19.4% | 63,913 | $1.9M |
| Swiss National Bank | 0.00% | Reduce -1.6% | 55,378 | $1.7M |
| Franklin Resources Inc. | 0.00% | Add +4.4% | 49,982 | $1.5M |
| Logan Capital Management Inc. | 0.07% | Reduce -3.6% | 48,600 | $1.5M |
| Jane Street Group, LLC | 0.00% | Reduce -7.2% | 48,031 | $1.4M |
| Rhumbline Advisers | 0.00% | Reduce -0.6% | 44,708 | $1.3M |
| Panagora Asset Management Inc. | 0.01% | Reduce -0.0% | 42,763 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -2.4% | 42,720 | $1.3M |
| Hussman Strategic Advisors, Inc. | 0.29% | No change | 42,000 | $1.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +2.3% | 40,632 | $1.2M |
| IVC Wealth Advisors LLC | 0.59% | No change | 40,107 | $1.2M |
| Smartleaf Asset Management LLC | 0.10% | Reduce -5.4% | 37,049 | $1.1M |
| Compass Ion Advisors, LLC | 0.12% | Add +0.3% | 37,144 | $1.1M |
| Alliancebernstein L.P. | 0.00% | Add +35.5% | 35,306 | $1.1M |
| Campbell & CO Investment Adviser LLC | 0.06% | Add +29.9% | 31,900 | $958K |
| Everhart Financial Group, Inc. | 0.11% | Add +11.3% | 31,677 | $952K |
| Thrivent Financial for Lutherans | 0.00% | No change | 31,132 | $935K |
| Legal & General Group Plc | 0.00% | Add +8.1% | 30,612 | $920K |
| Citigroup Inc. | 0.00% | Reduce -20.5% | 27,721 | $833K |
| California State Teachers Retirement System | 0.00% | Reduce -1.2% | 26,891 | $808K |
| Wedge Capital Management L L P | 0.01% | Add +0.1% | 26,837 | $806K |
| Teacher Retirement System of Texas | 0.00% | Reduce -24.9% | 26,205 | $787K |
| BLB&B Advisors, LLC | 0.04% | Add +0.0% | 25,418 | $764K |
| BNP Paribas Financial Markets | 0.00% | Add +1.7% | 22,354 | $672K |
| Cubist Systematic Strategies, LLC | 0.01% | New | 22,343 | $671K |
| Deutsche Bank AG | 0.00% | Reduce -16.4% | 21,684 | $651K |
| STRS Ohio | 0.00% | No change | 21,000 | $631K |
| Victory Capital Management Inc. | 0.00% | Reduce -28.4% | 21,000 | $631K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -21.9% | 20,927 | $629K |
| Bernardo Wealth Planning LLC | 0.13% | Add +73.4% | 20,688 | $621K |
| XTX Topco Ltd | 0.03% | Add +164.9% | 20,653 | $620K |
| Wells Fargo & Company | 0.00% | Add +4.7% | 20,214 | $607K |
| Principal Financial Group Inc. | 0.00% | New | 20,176 | $606K |
| Bison Wealth, LLC | 0.05% | No change | 18,630 | $590K |
| Gabelli Funds LLC | 0.00% | New | 19,597 | $589K |
| Intech Investment Management LLC | 0.01% | Reduce -23.7% | 19,464 | $585K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -17.3% | 19,315 | $580K |
| Rafferty Asset Management, LLC | 0.00% | Add +16.1% | 18,792 | $565K |
| First Trust Advisors LP | 0.00% | Add +5.6% | 18,703 | $562K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +37.8% | 17,565 | $528K |
| AlphaQuest LLC | 0.05% | Add +140.6% | 17,342 | $521K |
| KLP Kapitalforvaltning As | 0.00% | No change | 17,300 | $520K |
| MetLife Investment Management, LLC | 0.00% | No change | 17,246 | $518K |
| Sterling Capital Management LLC | 0.01% | Add +1.7% | 16,555 | $497K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -8.0% | 15,794 | $474K |
| LPL Financial LLC | 0.00% | Reduce -11.8% | 15,582 | $468K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +44.0% | 14,037 | $459K |
| Apexium Financial, LP | 0.02% | Reduce -2.5% | 14,973 | $450K |
| LSV Asset Management | 0.00% | No change | 14,900 | $448K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +94.0% | 14,471 | $435K |
| Janney Montgomery Scott LLC | 0.00% | Add +94.8% | 14,383 | $432K |
| Atria Wealth Solutions, Inc. | 0.01% | No change | 13,859 | $416K |
| Janus Henderson Group PLC | 0.00% | No change | 13,179 | $396K |
| Ieq Capital, LLC | 0.00% | Add +55.3% | 12,541 | $377K |
| First Manhattan Co. Llc. | 0.00% | No change | 12,434 | $374K |
| Man Group plc | 0.00% | New | 12,292 | $369K |
| Cary Street Partners Financial LLC | 0.01% | No change | 11,988 | $360K |
| Insight Advisors, LLC/ PA | 0.06% | Reduce -50.0% | 11,750 | $353K |
| Zacks Investment Management | 0.00% | Reduce -0.9% | 11,199 | $336K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.8% | 10,689 | $321K |
| Gsa Capital Partners LLP | 0.02% | New | 10,665 | $320K |
| Squarepoint Ops LLC | 0.00% | Add +25.5% | 10,444 | $314K |
| WealthTrust Axiom LLC | 0.09% | No change | 10,227 | $307K |
| Stanley-Laman Group, Ltd. | 0.04% | No change | 9,884 | $297K |
| Cwm, LLC | 0.00% | Add +11.5% | 9,804 | $295K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 9,600 | $288K |
| New York State Common Retirement Fund | 0.00% | No change | 9,314 | $280K |
| Voya Investment Management LLC | 0.00% | Add +1.1% | 9,287 | $279K |
| Virtu Financial LLC | 0.01% | New | 8,935 | $268K |
| Arizona State Retirement System | 0.00% | Add +1.8% | 8,450 | $254K |
| Brevan Howard Capital Management LP | 0.00% | New | 8,390 | $252K |
| Quadrant Capital Group LLC | 0.01% | Reduce -4.4% | 8,331 | $250K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 8,278 | $249K |
| Bailard, Inc. | 0.01% | No change | 8,000 | $240K |
| Polymer Capital Management (US) LLC | 0.04% | Reduce -27.2% | 7,783 | $234K |
| Hendershot Investments Inc. | 0.03% | No change | 7,679 | $231K |
| Evergreen Capital Management LLC | 0.01% | Reduce -10.3% | 7,176 | $216K |
| Trust Co. of Vermont | 0.01% | No change | 7,004 | $210K |
| Cornerstone Investment Partners, LLC | 0.01% | New | 6,996 | $210K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +14.7% | 6,958 | $209K |
| Two Sigma Securities, LLC | 0.03% | Reduce -13.8% | 6,751 | $203K |
| Comerica Bank | 0.00% | No change | 6,615 | $199K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.4% | 5,734 | $172K |
| Shell Asset Management Co. | 0.01% | Reduce -19.2% | 5,279 | $159K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -41.0% | 4,892 | $147K |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 3,940 | $118K |
| Aquatic Capital Management LLC | 0.00% | Add +203.3% | 3,658 | $110K |
| Royal Bank of Canada | 0.00% | Reduce -42.3% | 3,370 | $102K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +69.7% | 3,225 | $97K |
| Osaic Holdings, Inc. | 0.00% | New | 3,034 | $91K |
| Signaturefd, LLC | 0.00% | Reduce -3.4% | 2,908 | $87K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 2,862 | $86K |
| Geneos Wealth Management Inc. | 0.00% | Add +6.7% | 2,843 | $85K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 2,802 | $84K |
| Battery Global Advisors, LLC | 0.04% | No change | 2,623 | $79K |
| Parallel Advisors, LLC | 0.00% | Reduce -0.6% | 2,258 | $68K |
| Russell Investments Group, Ltd. | 0.00% | New | 1,407 | $42K |
| Meeder Asset Management Inc. | 0.00% | New | 1,091 | $33K |
| Nisa Investment Advisors, LLC | 0.00% | Add +0.9% | 999 | $30K |
| Amalgamated Bank | 0.00% | No change | 996 | $30K |
| US Bancorp \de | 0.00% | No change | 778 | $23K |
| GAMMA Investing LLC | 0.00% | Add +62.3% | 675 | $20K |
| Fifth Third Bancorp | 0.00% | No change | 619 | $19K |
| Point72 (DIFC) Ltd | 0.00% | New | 593 | $18K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 550 | $17K |
| WPG Advisers, LLC | 0.01% | Add +63.9% | 490 | $15K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +640.7% | 437 | $13K |
| Bessemer Group Inc. | 0.00% | No change | 380 | $11K |
| MAI Capital Management | 0.00% | Add +854.3% | 334 | $10K |
| J.Safra Asset Management Corp | 0.00% | Reduce -29.7% | 327 | $10K |
| Essential Partners LLC | 0.00% | — | 303 | $9K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 256 | $8K |
| Allworth Financial LP | 0.00% | Add +40.4% | 257 | $8K |
| Bogart Wealth, LLC | 0.00% | Reduce -50.0% | 250 | $8K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +65.7% | 217 | $7K |
| First Horizon Advisors, Inc. | 0.00% | Add +21.0% | 202 | $6K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -6.7% | 194 | $6K |
| C M Bidwell & Associates Ltd. | 0.00% | No change | 168 | $5K |
| IFP Advisors, Inc | 0.00% | Add +815.4% | 119 | $4K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 124 | $4K |
| Federated Hermes, Inc. | 0.00% | Add +22.7% | 108 | $3K |
| Whipplewood Advisors, LLC | 0.00% | Reduce -67.9% | 87 | $3K |
| Evergreen Private Wealth LLC | 0.00% | New | 87 | $3K |
| Cary Street Partners Investment Advisory LLC | 0.00% | Add +22.9% | 86 | $3K |
| Rothschild Investment LLC | 0.00% | Add +45.5% | 80 | $2K |
| S&T Bank | 0.00% | New | 66 | $2K |
| Private Trust Co. NA | 0.00% | No change | 62 | $2K |
| Larson Financial Group LLC | 0.00% | New | 45 | $1K |
| Raffa Wealth Management, LLC | 0.00% | No change | 33 | $991 |
| Versant Capital Management, Inc | 0.00% | No change | 33 | $991 |
| Harbour Investments, Inc. | 0.00% | No change | 27 | $811 |
| Physician Wealth Advisors, Inc. | 0.00% | New | 24 | $721 |
| Bare Financial Services, Inc | 0.00% | New | 23 | $691 |
| Principal Securities, Inc. | 0.00% | No change | 14 | $421 |
| True Wealth Design, LLC | 0.00% | Add +18.2% | 13 | $391 |
| Farther Finance Advisors, LLC | 0.00% | No change | 13 | $391 |
| SBI Securities Co., Ltd. | 0.00% | No change | 5 | $150 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $31 |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 1 | $30 |
| Hemington Wealth Management | 0.00% | Reduce -3.9% | 25 | $0 |
| Covestor Ltd | 0.00% | No change | 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.