Univest FinancialUVSP
13F holders, Q4 2025 (December 31)198holders +12
28new positions
11sold out
5famous investors
$32.74avg. 13F price*
At the end of Q4 2025, 198 institutions reported holding Univest Financial Corp. (UVSP) in their 13F filings, up 12 from Q3 2025. 28 opened new positions and 11 sold out. The largest holders were BlackRock, Inc. ($101.4M), FMR LLC ($83.6M) and Dimensional Fund Advisors LP ($61.5M). 5 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 Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- Univest Financial Corp.
- CUSIP
- 915271100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $13.2M |
| Exits | 11 | $5.9M |
All 13F filers, Q3 2025 → Q4 2025: 944,431 shares bought and 1,053,997 shares sold, net −109,566 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 198 holders
| BlackRock, Inc. | 0.00% | Add +0.2% | 3,097,835 | $101.4M |
| FMR LLC | 0.00% | Reduce -1.4% | 2,552,384 | $83.6M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -1.0% | 1,879,270 | $61.5M |
| Vanguard Group Inc. | 0.00% | Reduce -4.5% | 1,663,013 | $54.4M |
| Manufacturers Life Insurance Company, The | 0.03% | Reduce -10.0% | 1,195,475 | $39.1M |
| State Street Corp. | 0.00% | Reduce -3.5% | 858,308 | $28.1M |
| Pzena Investment Management LLC | 0.08% | Reduce -3.9% | 856,235 | $28.0M |
| Geode Capital Management, LLC | 0.00% | Reduce -3.0% | 778,841 | $25.5M |
| American Century Companies Inc. | 0.01% | Add +3.5% | 701,363 | $23.0M |
| Renaissance Technologies | 0.03% | Reduce -1.3% | 635,230 | $20.8M |
| UNIVEST FINANCIAL Corp | 1.07% | Add +22.2% | 617,526 | $20.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +38.0% | 379,679 | $12.4M |
| Leeward Investments, LLC - MA | 0.56% | Reduce -0.5% | 337,535 | $11.1M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +4.3% | 333,121 | $10.9M |
| AQR Capital Management | 0.01% | Add +7.6% | 324,736 | $10.6M |
| Hotchkis & Wiley Capital Management LLC | 0.03% | Reduce -0.3% | 314,159 | $10.3M |
| Northern Trust Corp. | 0.00% | Reduce -6.2% | 290,635 | $9.5M |
| Morgan Stanley | 0.00% | Add +18.9% | 274,876 | $9.0M |
| Endeavour Capital Advisors Inc. | 2.25% | Reduce -4.0% | 246,703 | $8.1M |
| Sei Investments Co. | 0.01% | Add +5.8% | 242,525 | $7.9M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -1.8% | 234,973 | $7.7M |
| Bridgeway Capital Management, LLC | 0.15% | Add +4.3% | 223,367 | $7.3M |
| Neuberger Berman Group LLC | 0.01% | Add +2.9% | 205,276 | $6.7M |
| Bank of America Corp. | 0.00% | Reduce -2.4% | 191,296 | $6.3M |
| Nuveen, LLC | 0.00% | Reduce -2.1% | 156,518 | $5.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -4.5% | 142,170 | $4.7M |
| Two Sigma Investments, LP | 0.01% | Add +6.1% | 140,024 | $4.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.9% | 135,563 | $4.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -6.5% | 94,919 | $3.1M |
| Point72 Asset Management | 0.00% | New | 91,440 | $3.0M |
| Prudential Financial Inc. | 0.00% | Reduce -2.1% | 90,521 | $3.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +12.7% | 88,187 | $2.9M |
| Two Sigma Advisers, LP | 0.01% | Add +3.9% | 83,080 | $2.7M |
| Royce & Associates LP | 0.03% | Reduce -34.7% | 78,556 | $2.6M |
| Martingale Asset Management L P | 0.07% | Reduce -1.0% | 78,323 | $2.6M |
| Millennium Management | 0.00% | Reduce -55.6% | 75,789 | $2.5M |
| Creative Planning | 0.00% | Add +6.3% | 75,509 | $2.5M |
| Barclays PLC | 0.00% | Add +22.2% | 68,638 | $2.2M |
| Ameriprise Financial Inc. | 0.00% | Add +8.3% | 59,385 | $1.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +15.2% | 57,539 | $1.9M |
| Swiss National Bank | 0.00% | Add +2.7% | 56,878 | $1.9M |
| Trexquant Investment LP | 0.02% | Add +5.3% | 55,843 | $1.8M |
| Franklin Resources Inc. | 0.00% | Add +2.1% | 52,038 | $1.7M |
| UBS Group AG | 0.00% | Reduce -35.9% | 50,376 | $1.6M |
| Algert Global LLC | 0.03% | New | 49,574 | $1.6M |
| Qube Research & Technologies Ltd | 0.00% | Add +57.8% | 48,746 | $1.6M |
| Logan Capital Management Inc. | 0.07% | No change | 48,600 | $1.6M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | Add +37.6% | 46,011 | $1.5M |
| Jane Street Group, LLC | 0.00% | Reduce -19.1% | 43,311 | $1.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +1.9% | 43,218 | $1.4M |
| Everhart Financial Group, Inc. | 0.12% | Add +3.0% | 40,208 | $1.3M |
| Invesco Ltd. | 0.00% | Reduce -24.5% | 38,964 | $1.3M |
| Smartleaf Asset Management LLC | 0.05% | Add +2.1% | 38,049 | $1.3M |
| Campbell & CO Investment Adviser LLC | 0.06% | Add +59.8% | 38,272 | $1.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +25.8% | 37,721 | $1.2M |
| Compass Ion Advisors, LLC | 0.12% | Add +0.0% | 37,248 | $1.2M |
| Rhumbline Advisers | 0.00% | Reduce -16.5% | 36,734 | $1.2M |
| Alliancebernstein L.P. | 0.00% | No change | 35,306 | $1.2M |
| AlphaQuest LLC | 0.06% | Add +306.8% | 35,232 | $1.2M |
| Wells Fargo & Company | 0.00% | Add +41.0% | 33,581 | $1.1M |
| LPL Financial LLC | 0.00% | Add +12.9% | 31,023 | $1.0M |
| Wedge Capital Management L L P | 0.02% | Reduce -0.9% | 26,844 | $879K |
| California State Teachers Retirement System | 0.00% | Reduce -0.2% | 26,842 | $879K |
| BNP Paribas Financial Markets | 0.00% | Add +1.9% | 25,582 | $838K |
| Russell Investments Group, Ltd. | 0.00% | Add +12.5% | 24,931 | $816K |
| Integrated Quantitative Investments LLC | 0.17% | New | 24,013 | $786K |
| BLB&B Advisors, LLC | 0.03% | No change | 23,917 | $783K |
| Teacher Retirement System of Texas | 0.00% | Reduce -8.9% | 23,740 | $777K |
| Bernardo Wealth Planning LLC | 0.15% | Reduce -2.7% | 23,512 | $770K |
| Legal & General Group Plc | 0.00% | Reduce -24.4% | 22,451 | $735K |
| IVC Wealth Advisors LLC | 0.32% | Reduce -44.1% | 22,427 | $734K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +19.8% | 22,333 | $731K |
| Man Group plc | 0.00% | New | 21,711 | $711K |
| SG Americas Securities, LLC | 0.00% | Reduce -4.1% | 21,561 | $706K |
| Allianz Asset Management GmbH | 0.00% | Reduce -88.8% | 21,213 | $695K |
| Hussman Strategic Advisors, Inc. | 0.17% | New | 21,000 | $688K |
| Victory Capital Management Inc. | 0.00% | No change | 20,600 | $674K |
| STRS Ohio | 0.00% | Reduce -8.3% | 20,000 | $655K |
| Ieq Capital, LLC | 0.00% | Add +18.2% | 19,626 | $643K |
| Gabelli Funds LLC | 0.00% | No change | 19,597 | $642K |
| Quantinno Capital Management LP | 0.00% | Add +33.8% | 19,406 | $635K |
| Global Retirement Partners, LLC | 0.01% | New | 19,262 | $631K |
| Savant Capital, LLC | 0.00% | Add +6.2% | 18,889 | $618K |
| Bison Wealth, LLC | 0.07% | No change | 18,630 | $614K |
| Canada Pension Plan Investment Board | 0.00% | New | 18,400 | $602K |
| Thrivent Financial for Lutherans | 0.00% | No change | 18,169 | $595K |
| Citigroup Inc. | 0.00% | Reduce -14.3% | 18,161 | $595K |
| Deutsche Bank AG | 0.00% | Reduce -31.8% | 17,731 | $581K |
| Verition Fund Management LLC | 0.00% | New | 17,718 | $580K |
| Sterling Capital Management LLC | 0.01% | Reduce -1.9% | 17,427 | $571K |
| KLP Kapitalforvaltning As | 0.00% | No change | 17,300 | $566K |
| Squarepoint Ops LLC | 0.00% | New | 17,106 | $560K |
| Brandywine Global Investment Management, LLC | 0.00% | Add +14.8% | 16,956 | $555K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +6.1% | 16,903 | $555K |
| MetLife Investment Management, LLC | 0.00% | Reduce -7.9% | 15,876 | $520K |
| Intech Investment Management LLC | 0.00% | Reduce -11.5% | 15,823 | $518K |
| Los Angeles Capital Management LLC | 0.00% | Add +1.8% | 17,012 | $505K |
| LSV Asset Management | 0.00% | No change | 14,900 | $488K |
| HSBC Holdings PLC | 0.00% | New | 14,807 | $484K |
| Legato Capital Management LLC | 0.04% | New | 14,720 | $482K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 14,471 | $474K |
| Summit Financial, LLC | 0.01% | Add +0.8% | 14,308 | $468K |
| Cwm, LLC | 0.00% | Add +8.7% | 14,272 | $467K |
| Dakota Wealth Management | 0.01% | New | 13,685 | $448K |
| Rafferty Asset Management, LLC | 0.00% | Reduce -32.6% | 13,483 | $441K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -0.3% | 13,230 | $433K |
| Citadel Advisors | 0.00% | New | 13,186 | $432K |
| Janus Henderson Group PLC | 0.00% | No change | 13,179 | $431K |
| Natixis Advisors, LLC | 0.00% | Add +9.8% | 12,624 | $413K |
| First Manhattan Co. Llc. | 0.00% | No change | 12,434 | $407K |
| Cary Street Partners Financial LLC | 0.01% | No change | 11,988 | $392K |
| Insight Advisors, LLC/ PA | 0.06% | No change | 11,750 | $385K |
| United Capital Financial Advisors, LLC | 0.00% | New | 11,749 | $385K |
| First Trust Advisors LP | 0.00% | Reduce -28.1% | 11,582 | $379K |
| Abacus Wealth Partners, LLC | 0.04% | New | 11,515 | $377K |
| Polymer Capital Management (US) LLC | 0.05% | Add +15.1% | 11,117 | $364K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.1% | 10,640 | $348K |
| Cerity Partners LLC | 0.00% | Add +27.3% | 10,448 | $342K |
| WealthTrust Axiom LLC | 0.09% | No change | 10,227 | $335K |
| Occudo Quantitative Strategies LP | 0.02% | Add +8.7% | 10,005 | $328K |
| Stanley-Laman Group, Ltd. | 0.04% | No change | 9,884 | $324K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 9,600 | $314K |
| New York State Common Retirement Fund | 0.00% | No change | 9,314 | $305K |
| Mercer Global Advisors Inc. | 0.00% | Add +17.8% | 8,536 | $279K |
| Quadrant Capital Group LLC | 0.01% | Reduce -0.6% | 8,278 | $271K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 8,278 | $271K |
| Empower Advisory Group, LLC | 0.00% | New | 8,217 | $269K |
| Comerica Bank | 0.00% | Add +2.3% | 8,212 | $269K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 8,022 | $263K |
| Arizona State Retirement System | 0.00% | Reduce -5.9% | 8,020 | $263K |
| Evergreen Capital Management LLC | 0.01% | Add +13.6% | 7,868 | $258K |
| Hendershot Investments Inc. | 0.03% | No change | 7,679 | $251K |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.5% | 7,008 | $229K |
| Trust Co. of Vermont | 0.01% | No change | 7,004 | $229K |
| HighTower Advisors, LLC | 0.00% | New | 6,616 | $217K |
| Gsa Capital Partners LLP | 0.02% | New | 6,576 | $215K |
| Cornerstone Investment Partners, LLC | 0.01% | New | 6,520 | $213K |
| Mariner, LLC | 0.00% | New | 6,429 | $211K |
| Snowden Capital Advisors LLC | 0.01% | New | 6,136 | $201K |
| Quantbot Technologies LP | 0.01% | Add +1797.9% | 5,447 | $178K |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 3,940 | $129K |
| Signaturefd, LLC | 0.00% | Reduce -2.5% | 2,827 | $93K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 2,802 | $92K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 2,408 | $79K |
| Parallel Advisors, LLC | 0.00% | No change | 2,258 | $74K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +112.0% | 1,868 | $61K |
| Royal Bank of Canada | 0.00% | Reduce -10.6% | 1,761 | $57K |
| Aquatic Capital Management LLC | 0.00% | Reduce -60.8% | 1,375 | $45K |
| State of Alaska, Department of Revenue | 0.00% | No change | 1,157 | $37K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 999 | $33K |
| Amalgamated Bank | 0.00% | Reduce -10.3% | 893 | $29K |
| GAMMA Investing LLC | 0.00% | Add +1.1% | 707 | $23K |
| Arax Advisory Partners | 0.00% | Reduce -87.4% | 667 | $22K |
| US Bancorp \de | 0.00% | No change | 616 | $20K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +2.9% | 601 | $20K |
| Battery Global Advisors, LLC | 0.01% | Reduce -97.8% | 59 | $20K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 557 | $18K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 550 | $18K |
| Farther Finance Advisors, LLC | 0.00% | Add +2727.8% | 509 | $17K |
| WPG Advisers, LLC | 0.01% | No change | 507 | $17K |
| Essential Partners LLC | 0.01% | Add +3.1% | 493 | $16K |
| Grove Bank & Trust | 0.00% | New | 484 | $16K |
| Bogart Wealth, LLC | 0.00% | New | 440 | $14K |
| Bessemer Group Inc. | 0.00% | No change | 380 | $12K |
| Allworth Financial LP | 0.00% | Reduce -4.9% | 352 | $12K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +30.5% | 334 | $11K |
| IFP Advisors, Inc | 0.00% | Add +75.4% | 242 | $8K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -1.9% | 207 | $7K |
| First Horizon Corp. | 0.00% | No change | 202 | $7K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 194 | $6K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 124 | $4K |
| Federated Hermes, Inc. | 0.00% | Reduce -38.6% | 124 | $4K |
| CX Institutional | 0.00% | New | 115 | $4K |
| S&T Bank | 0.00% | Reduce -26.8% | 120 | $4K |
| Rothschild Investment LLC | 0.00% | Add +55.1% | 107 | $4K |
| Eurizon Capital SGR S.p.A. | 0.00% | — | 102 | $3K |
| Cary Street Partners Investment Advisory LLC | 0.00% | No change | 86 | $3K |
| Turning Point Benefit Group, Inc. | 0.00% | Add +733.3% | 75 | $2K |
| Rockefeller Capital Management L.P. | 0.00% | Add +27.8% | 69 | $2K |
| MAI Capital Management | 0.00% | Add +38.8% | 68 | $2K |
| Private Trust Co. NA | 0.00% | No change | 62 | $2K |
| Quarry LP | 0.00% | Reduce -92.3% | 59 | $2K |
| True Wealth Design, LLC | 0.00% | Add +3.6% | 57 | $2K |
| J.Safra Asset Management Corp | 0.00% | No change | 57 | $2K |
| International Assets Investment Management, LLC | 0.00% | New | 52 | $2K |
| Harbour Investments, Inc. | 0.00% | No change | 46 | $2K |
| Larson Financial Group LLC | 0.00% | No change | 45 | $1K |
| Raffa Wealth Management, LLC | 0.00% | No change | 33 | $1K |
| Versant Capital Management, Inc | 0.00% | Reduce -89.0% | 33 | $1K |
| Osaic Holdings, Inc. | 0.00% | Reduce -73.0% | 33 | $1K |
| Covestor Ltd | 0.00% | Add +633.3% | 22 | $1K |
| Optiver Holding B.V. | 0.00% | Reduce -91.6% | 14 | $458 |
| SJS Investment Consulting Inc. | 0.00% | New | 6 | $197 |
| SBI Securities Co., Ltd. | 0.00% | No change | 5 | $164 |
| Jones Financial Companies LLLP | 0.00% | New | 3 | $98 |
| Clearstead Advisors, LLC | 0.00% | Reduce -33.3% | 2 | $66 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $33 |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 1 | $33 |
"% of holder's portfolio" is UVSP's weight in each manager's 13F, not the share of Univest Financial Corp. the manager owns.