Univest FinancialUVSP
13F holders, Q1 2026 (March 31)209holders +11
26new positions
13sold out
7famous investors
$34.26avg. 13F price*
At the end of Q1 2026, 209 institutions reported holding Univest Financial Corp. (UVSP) in their 13F filings, up 11 from Q4 2025. 26 opened new positions and 13 sold out. The largest holders were BlackRock, Inc. ($106.6M), FMR LLC ($65.2M) and Dimensional Fund Advisors LP ($64.6M). 7 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $23.3M |
| Exits | 13 | $2.7M |
All 13F filers, Q4 2025 → Q1 2026: 1,902,297 shares bought and 1,436,034 shares sold, net +466,263 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 209 holders
| BlackRock, Inc. | 0.00% | Add +0.4% | 3,111,092 | $106.6M |
| FMR LLC | 0.00% | Reduce -25.5% | 1,902,324 | $65.2M |
| Dimensional Fund Advisors LP | 0.01% | Add +0.4% | 1,886,235 | $64.6M |
| Vanguard Capital Management LLC | 0.00% | — | 1,217,343 | $41.7M |
| Manufacturers Life Insurance Company, The | 0.03% | Reduce -8.4% | 1,095,555 | $37.5M |
| State Street Corp. | 0.00% | Add +8.8% | 933,686 | $32.0M |
| Pzena Investment Management LLC | 0.09% | Reduce -1.6% | 842,425 | $28.9M |
| Geode Capital Management, LLC | 0.00% | Add +1.6% | 790,944 | $27.1M |
| American Century Companies Inc. | 0.01% | Add +8.1% | 758,002 | $26.0M |
| Renaissance Technologies | 0.03% | Reduce -8.1% | 583,734 | $20.0M |
| UNIVEST FINANCIAL Corp | 0.97% | Reduce -18.8% | 501,751 | $17.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -5.5% | 358,710 | $12.3M |
| AQR Capital Management | 0.01% | Add +8.1% | 350,938 | $12.0M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +4.1% | 346,893 | $11.9M |
| Leeward Investments, LLC - MA | 0.56% | Reduce -2.7% | 328,464 | $11.3M |
| Two Sigma Investments, LP | 0.01% | Add +128.4% | 319,803 | $11.0M |
| Hotchkis & Wiley Capital Management LLC | 0.03% | Reduce -4.3% | 300,739 | $10.3M |
| Northern Trust Corp. | 0.00% | Add +2.1% | 296,818 | $10.2M |
| Vanguard Portfolio Management LLC | 0.00% | — | 278,491 | $9.5M |
| Sei Investments Co. | 0.01% | Add +12.1% | 271,772 | $9.3M |
| Assenagon Asset Management S.A. | 0.01% | New | 257,403 | $8.8M |
| Morgan Stanley | 0.00% | Reduce -8.3% | 252,109 | $8.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -0.5% | 233,694 | $8.0M |
| Bridgeway Capital Management, LLC | 0.16% | Add +3.4% | 230,901 | $7.9M |
| Bank of America Corp. | 0.00% | Add +18.1% | 225,853 | $7.7M |
| Qube Research & Technologies Ltd | 0.01% | Add +320.5% | 204,974 | $7.0M |
| Neuberger Berman Group LLC | 0.01% | Reduce -3.3% | 198,597 | $6.8M |
| Millennium Management | 0.01% | Add +146.3% | 186,686 | $6.4M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 182,515 | $6.3M |
| Nuveen, LLC | 0.00% | Reduce -3.2% | 151,482 | $5.2M |
| Endeavour Capital Advisors Inc. | 1.08% | Reduce -43.8% | 138,587 | $4.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -4.5% | 135,818 | $4.7M |
| Empowered Funds, LLC | 0.03% | New | 130,764 | $4.5M |
| Tudor Investment Corporation | 0.02% | New | 116,920 | $4.0M |
| Man Group plc | 0.01% | Add +400.7% | 108,705 | $3.7M |
| SG Americas Securities, LLC | 0.00% | Add +359.9% | 99,155 | $3.4M |
| Trexquant Investment LP | 0.02% | Add +70.7% | 95,306 | $3.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -1.7% | 93,264 | $3.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -30.4% | 94,350 | $3.2M |
| Martingale Asset Management L P | 0.08% | Add +18.7% | 93,000 | $3.2M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 88,187 | $3.0M |
| Creative Planning | 0.00% | Add +1.4% | 76,550 | $2.6M |
| Prudential Financial Inc. | 0.00% | Reduce -19.4% | 72,971 | $2.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +19.1% | 68,511 | $2.3M |
| Citadel Advisors | 0.00% | Add +415.1% | 67,925 | $2.3M |
| Point72 Asset Management | 0.00% | Reduce -28.1% | 65,793 | $2.3M |
| Integrated Quantitative Investments LLC | 0.40% | Add +169.2% | 64,630 | $2.2M |
| Franklin Resources Inc. | 0.00% | Add +17.3% | 61,046 | $2.1M |
| Algert Global LLC | 0.03% | Add +19.0% | 59,014 | $2.0M |
| UBS Group AG | 0.00% | Add +14.6% | 57,739 | $2.0M |
| Swiss National Bank | 0.00% | No change | 56,878 | $1.9M |
| BNP Paribas Financial Markets | 0.00% | Add +120.2% | 56,327 | $1.9M |
| Royce & Associates LP | 0.02% | Reduce -31.2% | 54,039 | $1.9M |
| T. Rowe Price Associates Inc. | 0.00% | Add +13.5% | 49,069 | $1.7M |
| Campbell & CO Investment Adviser LLC | 0.09% | Add +25.6% | 48,083 | $1.6M |
| Everhart Financial Group, Inc. | 0.14% | Add +18.5% | 47,652 | $1.6M |
| Barclays PLC | 0.00% | Reduce -31.1% | 47,285 | $1.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -22.2% | 46,183 | $1.6M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +15.7% | 43,642 | $1.5M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | Reduce -8.5% | 42,099 | $1.4M |
| Smartleaf Asset Management LLC | 0.05% | Reduce -0.1% | 38,000 | $1.3M |
| Compass Ion Advisors, LLC | 0.12% | Add +0.0% | 37,252 | $1.3M |
| Invesco Ltd. | 0.00% | Reduce -5.3% | 36,915 | $1.3M |
| Principal Financial Group Inc. | 0.00% | New | 36,361 | $1.2M |
| Rhumbline Advisers | 0.00% | Reduce -2.7% | 35,745 | $1.2M |
| Alliancebernstein L.P. | 0.00% | No change | 35,306 | $1.2M |
| Quantinno Capital Management LP | 0.00% | Add +60.1% | 31,070 | $1.1M |
| Jane Street Group, LLC | 0.00% | Reduce -35.1% | 28,098 | $963K |
| Teacher Retirement System of Texas | 0.00% | Add +13.6% | 26,959 | $924K |
| LPL Financial LLC | 0.00% | Reduce -13.3% | 26,906 | $922K |
| Wedge Capital Management L L P | 0.02% | Reduce -0.6% | 26,672 | $914K |
| California State Teachers Retirement System | 0.00% | Reduce -0.8% | 26,630 | $912K |
| Ieq Capital, LLC | 0.00% | Add +28.1% | 25,136 | $861K |
| Russell Investments Group, Ltd. | 0.00% | Add +0.6% | 25,072 | $859K |
| Graves Light Lenhart Wealth, Inc. | 0.09% | New | 24,450 | $838K |
| ExodusPoint Capital Management, LP | 0.01% | New | 24,362 | $835K |
| BLB&B Advisors, LLC | 0.03% | No change | 23,917 | $819K |
| Deutsche Bank AG | 0.00% | Add +33.0% | 23,585 | $808K |
| Bernardo Wealth Planning LLC | 0.16% | Add +0.2% | 23,561 | $807K |
| HSBC Holdings PLC | 0.00% | Add +57.6% | 23,334 | $799K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | No change | 22,333 | $765K |
| IVC Wealth Advisors LLC | 0.33% | Reduce -2.2% | 21,937 | $752K |
| Legato Capital Management LLC | 0.07% | Add +45.3% | 21,389 | $733K |
| Allianz Asset Management GmbH | 0.00% | No change | 21,213 | $727K |
| STRS Ohio | 0.00% | Add +3.0% | 20,600 | $706K |
| Bison Wealth, LLC | 0.07% | Add +0.2% | 18,665 | $705K |
| Citigroup Inc. | 0.00% | Add +10.5% | 20,076 | $688K |
| Victory Capital Management Inc. | 0.00% | Reduce -4.8% | 19,600 | $671K |
| Gabelli Funds LLC | 0.00% | No change | 19,597 | $671K |
| Savant Capital, LLC | 0.00% | Add +0.5% | 18,991 | $651K |
| D. E. Shaw & Co. | 0.00% | New | 18,753 | $642K |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 18,491 | $634K |
| Legal & General Group Plc | 0.00% | Reduce -17.8% | 18,464 | $633K |
| Canada Pension Plan Investment Board | 0.00% | No change | 18,400 | $630K |
| Susquehanna International Group, LLP | 0.00% | New | 17,319 | $593K |
| KLP Kapitalforvaltning As | 0.00% | No change | 17,300 | $593K |
| Rafferty Asset Management, LLC | 0.00% | Add +27.4% | 17,171 | $588K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -2.6% | 16,573 | $568K |
| Vanguard Global Advisers, LLC | 0.00% | — | 15,947 | $546K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -8.6% | 15,450 | $541K |
| MetLife Investment Management, LLC | 0.00% | Reduce -1.1% | 15,705 | $538K |
| Cwm, LLC | 0.00% | Add +5.7% | 15,085 | $517K |
| Mariner, LLC | 0.00% | Add +120.8% | 14,194 | $486K |
| LSV Asset Management | 0.00% | Reduce -5.4% | 14,100 | $483K |
| Dakota Wealth Management | 0.01% | No change | 13,685 | $469K |
| Summit Financial, LLC | 0.01% | Reduce -5.6% | 13,511 | $463K |
| Janus Henderson Group PLC | 0.00% | No change | 13,179 | $452K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -0.5% | 13,168 | $451K |
| Amundi | 0.00% | New | 12,847 | $440K |
| First Manhattan Co. Llc. | 0.00% | No change | 12,434 | $426K |
| Wells Fargo & Company | 0.00% | Reduce -63.3% | 12,334 | $423K |
| Natixis Advisors, LLC | 0.00% | Reduce -4.7% | 12,033 | $412K |
| Cary Street Partners Financial LLC | 0.01% | No change | 11,988 | $411K |
| United Capital Financial Advisors, LLC | 0.00% | Add +0.8% | 11,846 | $406K |
| Abacus Wealth Partners, LLC | 0.04% | Add +1.8% | 11,724 | $402K |
| Jones Financial Companies LLLP | 0.00% | Add +392666.7% | 11,783 | $395K |
| Sterling Capital Management LLC | 0.01% | Reduce -37.2% | 10,941 | $375K |
| Insight Advisors, LLC/ PA | 0.07% | Reduce -8.5% | 10,750 | $368K |
| Mercer Global Advisors Inc. | 0.00% | Add +25.7% | 10,733 | $368K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.3% | 10,670 | $366K |
| Cerity Partners LLC | 0.00% | Reduce -0.8% | 10,363 | $355K |
| WealthTrust Axiom LLC | 0.09% | No change | 10,227 | $350K |
| XTX Topco Ltd | 0.01% | New | 10,191 | $349K |
| First Trust Advisors LP | 0.00% | Reduce -12.1% | 10,177 | $349K |
| Intech Investment Management LLC | 0.00% | Reduce -35.7% | 10,170 | $348K |
| Stanley-Laman Group, Ltd. | 0.04% | No change | 9,884 | $339K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 9,600 | $329K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -35.5% | 9,340 | $320K |
| New York State Common Retirement Fund | 0.00% | No change | 9,314 | $319K |
| Polymer Capital Management (US) LLC | 0.04% | Reduce -21.0% | 8,787 | $301K |
| Cornerstone Investment Partners, LLC | 0.01% | Add +29.3% | 8,429 | $289K |
| Quadrant Capital Group LLC | 0.01% | No change | 8,278 | $284K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 8,278 | $284K |
| Empower Advisory Group, LLC | 0.00% | No change | 8,217 | $282K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 8,022 | $275K |
| Ullmann Wealth Partners Group, LLC | 0.03% | New | 8,016 | $275K |
| Evergreen Capital Management LLC | 0.01% | No change | 7,868 | $270K |
| Quantbot Technologies LP | 0.01% | Add +43.7% | 7,829 | $268K |
| Arizona State Retirement System | 0.00% | Reduce -2.5% | 7,822 | $268K |
| Hendershot Investments Inc. | 0.04% | No change | 7,679 | $263K |
| Fifth Third Bancorp | 0.00% | New | 7,602 | $260K |
| Occudo Quantitative Strategies LP | 0.01% | Reduce -36.0% | 6,408 | $243K |
| HighTower Advisors, LLC | 0.00% | Add +6.6% | 7,050 | $242K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.4% | 7,039 | $241K |
| nVerses Capital, LLC | 0.21% | New | 6,883 | $236K |
| Aigen Investment Management, LP | 0.06% | New | 6,501 | $223K |
| Snowden Capital Advisors LLC | 0.01% | Add +1.8% | 6,246 | $214K |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 6,245 | $214K |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 3,940 | $136K |
| Signaturefd, LLC | 0.00% | Add +1.4% | 2,866 | $98K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 2,802 | $96K |
| Battery Global Advisors, LLC | 0.05% | Add +4345.8% | 2,623 | $90K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 2,408 | $82K |
| Aquatic Capital Management LLC | 0.00% | Add +65.8% | 2,279 | $78K |
| Parallel Advisors, LLC | 0.00% | Add +0.2% | 2,263 | $78K |
| Royal Bank of Canada | 0.00% | Reduce -6.6% | 1,645 | $57K |
| Acadian Asset Management LLC | 0.00% | New | 1,553 | $53K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -21.2% | 1,472 | $50K |
| State of Alaska, Department of Revenue | 0.00% | No change | 1,157 | $39K |
| Nisa Investment Advisors, LLC | 0.00% | Add +0.2% | 1,001 | $34K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +297.6% | 823 | $28K |
| GAMMA Investing LLC | 0.00% | Add +3.8% | 734 | $25K |
| Arax Advisory Partners | 0.00% | Add +1.4% | 676 | $23K |
| US Bancorp \de | 0.00% | Add +2.4% | 631 | $22K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +4.2% | 626 | $21K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 550 | $19K |
| Farther Finance Advisors, LLC | 0.00% | Add +1.4% | 516 | $18K |
| Essential Partners LLC | 0.01% | Add +0.8% | 497 | $17K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Reduce -12.9% | 485 | $17K |
| Grove Bank & Trust | 0.00% | No change | 484 | $17K |
| WPG Advisers, LLC | 0.01% | Reduce -7.9% | 467 | $16K |
| Allworth Financial LP | 0.00% | Add +29.8% | 457 | $16K |
| Bogart Wealth, LLC | 0.00% | No change | 440 | $15K |
| Cedar Mountain Advisors, LLC | 0.00% | New | 434 | $15K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +22.5% | 409 | $14K |
| Bessemer Group Inc. | 0.00% | No change | 380 | $13K |
| Rockefeller Capital Management L.P. | 0.00% | Add +407.3% | 350 | $12K |
| Advisory Services Network, LLC | 0.00% | New | 327 | $11K |
| Federated Hermes, Inc. | 0.00% | Add +118.5% | 271 | $9K |
| IFP Advisors, Inc | 0.00% | No change | 242 | $8K |
| First Horizon Corp. | 0.00% | No change | 202 | $7K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 194 | $7K |
| Rothschild Investment LLC | 0.00% | Add +65.4% | 177 | $6K |
| S&T Bank | 0.00% | Add +38.3% | 166 | $6K |
| MAI Capital Management | 0.00% | Add +82.3% | 124 | $4K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 124 | $4K |
| Optiver Holding B.V. | 0.00% | Add +771.4% | 122 | $4K |
| Harbour Investments, Inc. | 0.00% | Add +145.7% | 113 | $4K |
| Public Employees Retirement System of Ohio | 0.00% | New | 99 | $3K |
| Cary Street Partners Investment Advisory LLC | 0.00% | No change | 86 | $3K |
| Private Trust Co. NA | 0.00% | No change | 62 | $2K |
| True Wealth Design, LLC | 0.00% | No change | 57 | $2K |
| International Assets Investment Management, LLC | 0.00% | No change | 52 | $2K |
| Rossby Financial, LCC | 0.00% | New | 50 | $2K |
| Whipplewood Advisors, LLC | 0.00% | New | 50 | $2K |
| Larson Financial Group LLC | 0.00% | No change | 45 | $2K |
| Raffa Wealth Management, LLC | 0.00% | No change | 33 | $1K |
| Versant Capital Management, Inc | 0.00% | No change | 33 | $1K |
| Osaic Holdings, Inc. | 0.00% | No change | 33 | $1K |
| Basecamp Wealth Advisors LLC | 0.00% | New | 30 | $1K |
| Root Financial Partners, LLC | 0.00% | New | 30 | $1K |
| SJS Investment Consulting Inc. | 0.00% | Add +216.7% | 19 | $651 |
| Stone House Investment Management, LLC | 0.00% | New | 8 | $274 |
| SBI Securities Co., Ltd. | 0.00% | No change | 5 | $171 |
| GHP Investment Advisors, Inc. | 0.00% | New | 2 | $69 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $35 |
| JPL Wealth Management, LLC | 0.00% | New | 1 | $35 |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 1 | $34 |
| Covestor Ltd | 0.00% | Reduce -68.2% | 7 | $0 |
"% of holder's portfolio" is UVSP's weight in each manager's 13F, not the share of Univest Financial Corp. the manager owns.