Univest FinancialUVSP
13F holders, Q3 2025 (September 30)186holders +3
25new positions
21sold out
3famous investors
$30.02avg. 13F price*
At the end of Q3 2025, 186 institutions reported holding Univest Financial Corp. (UVSP) in their 13F filings, up 3 from Q2 2025. 25 opened new positions and 21 sold out. The largest holders were BlackRock, Inc. ($92.8M), FMR LLC ($77.7M) and Dimensional Fund Advisors LP ($57.0M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $9.1M |
| Exits | 21 | $7.6M |
All 13F filers, Q2 2025 → Q3 2025: 750,002 shares bought and 1,061,355 shares sold, net −311,353 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 186 holders
| BlackRock, Inc. | 0.00% | Reduce -4.4% | 3,091,192 | $92.8M |
| FMR LLC | 0.00% | Reduce -0.3% | 2,589,587 | $77.7M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -0.7% | 1,897,470 | $57.0M |
| Vanguard Group Inc. | 0.00% | Add +1.0% | 1,741,938 | $52.3M |
| Manufacturers Life Insurance Company, The | 0.03% | Reduce -10.0% | 1,327,838 | $39.9M |
| Pzena Investment Management LLC | 0.09% | Add +0.3% | 890,902 | $26.7M |
| State Street Corp. | 0.00% | Add +1.9% | 889,231 | $26.7M |
| Geode Capital Management, LLC | 0.00% | Add +3.8% | 802,805 | $24.1M |
| American Century Companies Inc. | 0.01% | Reduce -1.6% | 677,845 | $20.3M |
| Renaissance Technologies | 0.03% | Add +2.9% | 643,289 | $19.3M |
| UNIVEST FINANCIAL Corp | 0.85% | Add +0.5% | 505,323 | $15.2M |
| Leeward Investments, LLC - MA | 0.52% | Reduce -2.2% | 339,250 | $10.2M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Reduce -11.2% | 319,313 | $9.6M |
| Hotchkis & Wiley Capital Management LLC | 0.03% | Reduce -6.9% | 314,959 | $9.5M |
| Northern Trust Corp. | 0.00% | Reduce -0.1% | 309,765 | $9.3M |
| AQR Capital Management | 0.01% | Add +0.8% | 301,745 | $9.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +39.0% | 275,163 | $8.3M |
| Endeavour Capital Advisors Inc. | 2.33% | Add +0.2% | 257,112 | $7.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +0.4% | 239,322 | $7.2M |
| Morgan Stanley | 0.00% | Reduce -14.7% | 231,153 | $6.9M |
| Sei Investments Co. | 0.01% | Add +17.3% | 229,183 | $6.9M |
| Bridgeway Capital Management, LLC | 0.14% | Add +4.1% | 214,185 | $6.4M |
| Neuberger Berman Group LLC | 0.00% | Reduce -3.8% | 199,468 | $6.0M |
| Bank of America Corp. | 0.00% | Add +17.9% | 195,944 | $5.9M |
| Allianz Asset Management GmbH | 0.01% | Add +2.9% | 189,045 | $5.7M |
| Millennium Management | 0.00% | Add +27.8% | 170,857 | $5.1M |
| Nuveen, LLC | 0.00% | No change | 159,928 | $4.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.1% | 148,863 | $4.5M |
| JPMorgan Chase & Co. | 0.00% | Add +8.6% | 138,124 | $4.1M |
| Two Sigma Investments, LP | 0.01% | Add +18.1% | 131,946 | $4.0M |
| Royce & Associates LP | 0.04% | Reduce -8.4% | 120,358 | $3.6M |
| Empowered Funds, LLC | 0.03% | Add +7.9% | 114,048 | $3.4M |
| Raymond James Financial Inc. | 0.00% | Add +1.8% | 101,491 | $3.0M |
| Prudential Financial Inc. | 0.00% | Add +0.0% | 92,425 | $2.8M |
| Two Sigma Advisers, LP | 0.00% | Add +5.7% | 79,980 | $2.4M |
| Martingale Asset Management L P | 0.06% | Add +0.9% | 79,091 | $2.4M |
| UBS Group AG | 0.00% | Reduce -43.5% | 78,565 | $2.4M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -12.8% | 78,236 | $2.3M |
| Creative Planning | 0.00% | Reduce -0.1% | 71,037 | $2.1M |
| Barclays PLC | 0.00% | Reduce -27.0% | 56,188 | $1.7M |
| Swiss National Bank | 0.00% | No change | 55,378 | $1.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -73.6% | 54,852 | $1.6M |
| Jane Street Group, LLC | 0.00% | Add +11.4% | 53,505 | $1.6M |
| Trexquant Investment LP | 0.02% | New | 53,005 | $1.6M |
| Invesco Ltd. | 0.00% | Reduce -19.2% | 51,614 | $1.5M |
| Franklin Resources Inc. | 0.00% | Add +1.9% | 50,956 | $1.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -42.0% | 49,968 | $1.5M |
| Logan Capital Management Inc. | 0.06% | No change | 48,600 | $1.5M |
| Rhumbline Advisers | 0.00% | Reduce -1.6% | 44,009 | $1.3M |
| Cubist Systematic Strategies, LLC | 0.02% | Add +94.1% | 43,368 | $1.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +4.4% | 42,403 | $1.3M |
| IVC Wealth Advisors LLC | 0.54% | No change | 40,107 | $1.2M |
| Everhart Financial Group, Inc. | 0.12% | Add +23.3% | 39,041 | $1.2M |
| Smartleaf Asset Management LLC | 0.07% | Add +0.6% | 37,281 | $1.1M |
| Compass Ion Advisors, LLC | 0.11% | Add +0.3% | 37,243 | $1.1M |
| Alliancebernstein L.P. | 0.00% | No change | 35,306 | $1.1M |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 33,439 | $1.0M |
| Qube Research & Technologies Ltd | 0.00% | New | 30,887 | $927K |
| Assenagon Asset Management S.A. | 0.00% | New | 30,251 | $908K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +43.3% | 29,982 | $900K |
| Legal & General Group Plc | 0.00% | Reduce -3.0% | 29,704 | $892K |
| LPL Financial LLC | 0.00% | Add +76.3% | 27,476 | $825K |
| Wedge Capital Management L L P | 0.01% | Add +1.0% | 27,096 | $813K |
| California State Teachers Retirement System | 0.00% | Add +0.0% | 26,892 | $807K |
| Teacher Retirement System of Texas | 0.00% | Reduce -0.6% | 26,058 | $782K |
| Deutsche Bank AG | 0.00% | Add +19.8% | 25,980 | $780K |
| BNP Paribas Financial Markets | 0.00% | Add +12.3% | 25,106 | $754K |
| Bernardo Wealth Planning LLC | 0.14% | Add +16.8% | 24,172 | $726K |
| Campbell & CO Investment Adviser LLC | 0.05% | Reduce -24.9% | 23,957 | $719K |
| BLB&B Advisors, LLC | 0.03% | Reduce -5.9% | 23,917 | $718K |
| Wells Fargo & Company | 0.00% | Add +17.8% | 23,815 | $715K |
| SG Americas Securities, LLC | 0.00% | New | 22,475 | $675K |
| Russell Investments Group, Ltd. | 0.00% | Add +1474.8% | 22,157 | $665K |
| STRS Ohio | 0.00% | Add +3.8% | 21,800 | $654K |
| Citigroup Inc. | 0.00% | Reduce -23.6% | 21,184 | $636K |
| Victory Capital Management Inc. | 0.00% | Reduce -1.9% | 20,600 | $618K |
| Rafferty Asset Management, LLC | 0.00% | Add +6.4% | 19,999 | $600K |
| Gabelli Funds LLC | 0.00% | No change | 19,597 | $588K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +6.2% | 18,646 | $560K |
| Bison Wealth, LLC | 0.05% | No change | 18,630 | $549K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -41.6% | 18,169 | $546K |
| Intech Investment Management LLC | 0.00% | Reduce -8.1% | 17,884 | $537K |
| Savant Capital, LLC | 0.00% | New | 17,784 | $534K |
| Sterling Capital Management LLC | 0.01% | Add +7.3% | 17,769 | $533K |
| KLP Kapitalforvaltning As | 0.00% | No change | 17,300 | $519K |
| MetLife Investment Management, LLC | 0.00% | No change | 17,246 | $518K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -13.4% | 16,717 | $502K |
| Ieq Capital, LLC | 0.00% | Add +32.4% | 16,607 | $499K |
| First Trust Advisors LP | 0.00% | Reduce -13.9% | 16,107 | $484K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +13.5% | 15,937 | $478K |
| Engineers Gate Manager LP | 0.01% | New | 15,133 | $454K |
| Apexium Financial, LP | 0.02% | No change | 14,973 | $449K |
| LSV Asset Management | 0.00% | No change | 14,900 | $447K |
| Brandywine Global Investment Management, LLC | 0.00% | New | 14,766 | $443K |
| Quantinno Capital Management LP | 0.00% | New | 14,508 | $436K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 14,471 | $434K |
| Summit Financial, LLC | 0.01% | New | 14,191 | $426K |
| Brevan Howard Capital Management LP | 0.01% | Add +66.6% | 13,974 | $419K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -16.0% | 13,267 | $398K |
| Janus Henderson Group PLC | 0.00% | No change | 13,179 | $396K |
| Cwm, LLC | 0.00% | Add +34.0% | 13,132 | $394K |
| First Manhattan Co. Llc. | 0.00% | No change | 12,434 | $373K |
| Cary Street Partners Financial LLC | 0.01% | No change | 11,988 | $360K |
| Semanteon Capital Management, LP | 0.45% | New | 11,912 | $358K |
| Insight Advisors, LLC/ PA | 0.05% | No change | 11,750 | $353K |
| Natixis Advisors, LLC | 0.00% | New | 11,497 | $345K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.4% | 10,647 | $320K |
| WealthTrust Axiom LLC | 0.08% | No change | 10,227 | $307K |
| Stanley-Laman Group, Ltd. | 0.04% | No change | 9,884 | $297K |
| Zacks Investment Management | 0.00% | Reduce -12.5% | 9,797 | $294K |
| Polymer Capital Management (US) LLC | 0.04% | Add +24.1% | 9,659 | $290K |
| 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 |
| Occudo Quantitative Strategies LP | 0.03% | New | 9,201 | $276K |
| AlphaQuest LLC | 0.02% | Reduce -50.1% | 8,660 | $260K |
| Arizona State Retirement System | 0.00% | Add +0.8% | 8,520 | $256K |
| Quadrant Capital Group LLC | 0.01% | No change | 8,331 | $250K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 8,278 | $249K |
| Cerity Partners LLC | 0.00% | New | 8,210 | $246K |
| Comerica Bank | 0.00% | Add +21.4% | 8,031 | $241K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +15.3% | 8,022 | $241K |
| Hendershot Investments Inc. | 0.03% | No change | 7,679 | $231K |
| Mercer Global Advisors Inc. | 0.00% | New | 7,246 | $218K |
| Trust Co. of Vermont | 0.01% | No change | 7,004 | $210K |
| Evergreen Capital Management LLC | 0.00% | Reduce -3.5% | 6,926 | $208K |
| PNC Financial Services Group, Inc. | 0.00% | Add +18.1% | 6,774 | $203K |
| Two Sigma Securities, LLC | 0.03% | Add +0.3% | 6,770 | $203K |
| Arax Advisory Partners | 0.00% | New | 5,304 | $159K |
| State of Tennessee, Department of Treasury | 0.00% | No change | 4,892 | $147K |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 3,940 | $119K |
| Aquatic Capital Management LLC | 0.00% | Reduce -4.2% | 3,504 | $105K |
| Signaturefd, LLC | 0.00% | Reduce -0.3% | 2,900 | $87K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 2,802 | $84K |
| Battery Global Advisors, LLC | 0.04% | No change | 2,623 | $79K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -15.9% | 2,408 | $72K |
| Parallel Advisors, LLC | 0.00% | No change | 2,258 | $68K |
| Shell Asset Management Co. | 0.01% | Reduce -59.8% | 2,125 | $64K |
| Royal Bank of Canada | 0.00% | Reduce -41.6% | 1,969 | $59K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.01% | New | 1,466 | $44K |
| State of Alaska, Department of Revenue | 0.00% | New | 1,157 | $34K |
| Amalgamated Bank | 0.00% | No change | 996 | $30K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 999 | $30K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -72.7% | 881 | $26K |
| Point72 (DIFC) Ltd | 0.00% | Add +41.8% | 841 | $25K |
| Quarry LP | 0.01% | New | 761 | $23K |
| GAMMA Investing LLC | 0.00% | Add +3.6% | 699 | $21K |
| US Bancorp \de | 0.00% | Reduce -20.8% | 616 | $18K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +33.6% | 584 | $18K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 550 | $17K |
| WPG Advisers, LLC | 0.01% | Add +3.5% | 507 | $15K |
| Essential Partners LLC | 0.00% | Add +57.8% | 478 | $14K |
| Allworth Financial LP | 0.00% | Add +44.0% | 370 | $11K |
| Bessemer Group Inc. | 0.00% | No change | 380 | $11K |
| Versant Capital Management, Inc | 0.00% | Add +812.1% | 301 | $9K |
| Quantbot Technologies LP | 0.00% | New | 287 | $9K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | No change | 256 | $8K |
| First Horizon Corp. | 0.00% | — | 202 | $6K |
| Federated Hermes, Inc. | 0.00% | Add +87.0% | 202 | $6K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -2.8% | 211 | $6K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 194 | $6K |
| Optiver Holding B.V. | 0.00% | New | 166 | $5K |
| S&T Bank | 0.00% | Add +148.5% | 164 | $5K |
| IFP Advisors, Inc | 0.00% | Add +16.0% | 138 | $4K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 124 | $4K |
| Osaic Holdings, Inc. | 0.00% | Reduce -96.0% | 122 | $4K |
| Evergreen Private Wealth LLC | 0.00% | No change | 87 | $3K |
| Cary Street Partners Investment Advisory LLC | 0.00% | No change | 86 | $3K |
| Bare Financial Services, Inc | 0.00% | Add +230.4% | 76 | $2K |
| Rothschild Investment LLC | 0.00% | Reduce -13.8% | 69 | $2K |
| Private Trust Co. NA | 0.00% | No change | 62 | $2K |
| J.Safra Asset Management Corp | 0.00% | Reduce -82.6% | 57 | $2K |
| True Wealth Design, LLC | 0.00% | Add +323.1% | 55 | $2K |
| Rockefeller Capital Management L.P. | 0.00% | New | 54 | $2K |
| MAI Capital Management | 0.00% | Reduce -85.3% | 49 | $1K |
| Harbour Investments, Inc. | 0.00% | Add +70.4% | 46 | $1K |
| Larson Financial Group LLC | 0.00% | No change | 45 | $1K |
| Raffa Wealth Management, LLC | 0.00% | No change | 33 | $991 |
| Farther Finance Advisors, LLC | 0.00% | Add +38.5% | 18 | $540 |
| Principal Securities, Inc. | 0.00% | No change | 14 | $420 |
| Turning Point Benefit Group, Inc. | 0.00% | New | 9 | $267 |
| SBI Securities Co., Ltd. | 0.00% | No change | 5 | $150 |
| Clearstead Advisors, LLC | 0.00% | New | 3 | $91 |
| Sunbelt Securities, Inc. | 0.00% | New | 2 | $60 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $31 |
| Hemington Wealth Management | 0.00% | Reduce -64.0% | 9 | $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.