Univest FinancialUVSP
13F holders, Q2 2026 (June 30)222holders +13
27new positions
16sold out
6famous investors
$43.73avg. 13F price*
At the end of Q2 2026, 222 institutions reported holding Univest Financial Corp. (UVSP) in their 13F filings, up 13 from Q1 2026. 27 opened new positions and 16 sold out. The largest holders were BlackRock, Inc. ($149.5M), Dimensional Fund Advisors LP ($83.0M) and FMR LLC ($68.7M). 6 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 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $8.2M |
| Exits | 16 | $11.1M |
All 13F filers, Q1 2026 → Q2 2026: 1,874,075 shares bought and 1,523,179 shares sold, net +350,896 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 222 holders
| BlackRock, Inc. | 0.00% | Add +9.8% | 3,417,251 | $149.5M |
| Dimensional Fund Advisors LP | 0.01% | Add +0.6% | 1,896,670 | $83.0M |
| FMR LLC | 0.00% | Reduce -17.4% | 1,570,525 | $68.7M |
| Vanguard Capital Management LLC | 0.00% | Reduce -2.4% | 1,187,660 | $52.0M |
| State Street Corp. | 0.00% | Add +6.2% | 991,985 | $43.4M |
| American Century Companies Inc. | 0.02% | Add +11.7% | 846,282 | $37.0M |
| Pzena Investment Management LLC | 0.11% | Reduce -0.9% | 834,628 | $36.5M |
| Geode Capital Management, LLC | 0.00% | Add +4.1% | 823,655 | $36.0M |
| Manufacturers Life Insurance Company, The | 0.03% | Reduce -30.3% | 764,026 | $33.4M |
| Renaissance Technologies | 0.03% | Reduce -11.6% | 515,789 | $22.6M |
| UNIVEST FINANCIAL Corp | 1.08% | Add +0.3% | 503,433 | $22.0M |
| AQR Capital Management | 0.01% | Add +24.0% | 435,006 | $19.0M |
| Two Sigma Investments, LP | 0.01% | Add +32.7% | 424,252 | $18.6M |
| Assenagon Asset Management S.A. | 0.02% | Add +39.1% | 358,183 | $15.7M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +1.3% | 351,281 | $15.4M |
| Leeward Investments, LLC - MA | 0.64% | Reduce -2.1% | 321,438 | $14.1M |
| Vanguard Portfolio Management LLC | 0.00% | Add +14.2% | 317,908 | $13.9M |
| Northern Trust Corp. | 0.00% | Add +3.5% | 307,272 | $13.4M |
| Sei Investments Co. | 0.01% | Add +6.9% | 290,405 | $12.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -21.5% | 281,615 | $12.3M |
| Nuveen, LLC | 0.00% | Add +80.2% | 272,915 | $11.9M |
| Hotchkis & Wiley Capital Management LLC | 0.03% | Reduce -11.2% | 267,169 | $11.7M |
| Morgan Stanley | 0.00% | Reduce -0.5% | 250,739 | $11.0M |
| Bridgeway Capital Management, LLC | 0.18% | Add +3.7% | 239,352 | $10.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +1.1% | 236,309 | $10.3M |
| Bank of America Corp. | 0.00% | Reduce -8.4% | 206,866 | $9.1M |
| Neuberger Berman Group LLC | 0.01% | Reduce -5.7% | 187,196 | $8.2M |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +0.4% | 183,258 | $8.0M |
| Acadian Asset Management LLC | 0.01% | Add +10031.3% | 157,339 | $6.9M |
| Millennium Management | 0.00% | Reduce -21.8% | 145,915 | $6.4M |
| SG Americas Securities, LLC | 0.00% | Add +42.2% | 141,028 | $6.2M |
| Bank of New York Mellon Corp | 0.00% | Add +3.2% | 140,196 | $6.1M |
| Empowered Funds, LLC | 0.03% | Add +6.5% | 139,215 | $6.1M |
| Trexquant Investment LP | 0.04% | Add +43.3% | 136,540 | $6.0M |
| Point72 Asset Management | 0.01% | Add +100.3% | 131,806 | $5.8M |
| Tudor Investment Corporation | 0.02% | Add +9.9% | 128,460 | $5.6M |
| Man Group plc | 0.01% | Add +14.7% | 124,683 | $5.5M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -44.2% | 114,449 | $5.0M |
| Algert Global LLC | 0.05% | Add +63.3% | 96,361 | $4.2M |
| UBS Group AG | 0.00% | Add +65.6% | 95,622 | $4.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.2% | 89,479 | $4.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -6.8% | 86,968 | $3.8M |
| Creative Planning | 0.00% | Add +12.1% | 85,822 | $3.8M |
| Ameriprise Financial Inc. | 0.00% | Add +78.8% | 82,550 | $3.6M |
| BNP Paribas Financial Markets | 0.00% | Add +44.9% | 81,640 | $3.6M |
| Martingale Asset Management L P | 0.08% | Reduce -13.0% | 80,878 | $3.5M |
| Prudential Financial Inc. | 0.00% | Reduce -4.0% | 70,051 | $3.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -21.3% | 69,434 | $3.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -1.3% | 67,622 | $3.0M |
| Franklin Resources Inc. | 0.00% | Add +7.8% | 65,780 | $2.9M |
| Campbell & CO Investment Adviser LLC | 0.15% | Add +35.8% | 65,309 | $2.9M |
| Integrated Quantitative Investments LLC | 0.46% | No change | 64,630 | $2.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +21.7% | 59,734 | $2.6M |
| Swiss National Bank | 0.00% | No change | 56,878 | $2.5M |
| Russell Investments Group, Ltd. | 0.00% | Add +117.5% | 54,539 | $2.4M |
| HSBC Holdings PLC | 0.00% | Add +124.9% | 52,472 | $2.3M |
| Royce & Associates LP | 0.02% | Reduce -5.9% | 50,865 | $2.2M |
| Barclays PLC | 0.00% | Add +4.5% | 49,424 | $2.2M |
| Logan Capital Management Inc. | 0.08% | — | 48,600 | $2.1M |
| Everhart Financial Group, Inc. | 0.13% | Add +0.5% | 47,881 | $2.1M |
| Quantinno Capital Management LP | 0.00% | Add +28.5% | 39,915 | $1.7M |
| Principal Financial Group Inc. | 0.00% | Add +6.8% | 38,841 | $1.7M |
| Smartleaf Asset Management LLC | 0.05% | No change | 38,000 | $1.7M |
| Rhumbline Advisers | 0.00% | Add +5.6% | 37,762 | $1.7M |
| Compass Ion Advisors, LLC | 0.14% | Add +0.0% | 37,255 | $1.6M |
| Invesco Ltd. | 0.00% | Add +0.4% | 37,055 | $1.6M |
| Jackson Creek Investment Advisors LLC | 0.52% | New | 35,657 | $1.6M |
| California State Teachers Retirement System | 0.00% | Add +23.0% | 32,762 | $1.4M |
| Savant Capital, LLC | 0.00% | Add +83.1% | 34,781 | $1.3M |
| Citigroup Inc. | 0.00% | Add +50.6% | 30,243 | $1.3M |
| Ieq Capital, LLC | 0.01% | Add +17.8% | 29,610 | $1.3M |
| Deutsche Bank AG | 0.00% | Add +22.4% | 28,876 | $1.3M |
| Alliancebernstein L.P. | 0.00% | Add +0.2% | 35,370 | $1.2M |
| Magnetar Financial LLC | 0.01% | New | 26,691 | $1.2M |
| Teacher Retirement System of Texas | 0.00% | Reduce -1.6% | 26,532 | $1.2M |
| Wells Fargo & Company | 0.00% | Add +106.9% | 25,522 | $1.1M |
| Graves Light Lenhart Wealth, Inc. | 0.10% | No change | 24,450 | $1.1M |
| Bernardo Wealth Planning LLC | 0.18% | Add +3.0% | 24,271 | $1.1M |
| BLB&B Advisors, LLC | 0.04% | Reduce -2.2% | 23,392 | $1.0M |
| Wedge Capital Management L L P | 0.02% | Reduce -14.2% | 22,875 | $1.0M |
| Legal & General Group Plc | 0.00% | Add +19.3% | 22,034 | $964K |
| IVC Wealth Advisors LLC | 0.37% | No change | 21,937 | $960K |
| LPL Financial LLC | 0.00% | Reduce -18.7% | 21,878 | $957K |
| Legato Capital Management LLC | 0.08% | No change | 21,389 | $936K |
| Global Retirement Partners, LLC | 0.01% | — | 21,327 | $933K |
| Allianz Asset Management GmbH | 0.00% | No change | 21,213 | $928K |
| Gabelli Funds LLC | 0.01% | Add +7.2% | 21,000 | $919K |
| LSV Asset Management | 0.00% | Add +47.5% | 20,795 | $910K |
| STRS Ohio | 0.00% | Reduce -3.9% | 19,800 | $866K |
| Gsa Capital Partners LLP | 0.05% | New | 19,275 | $843K |
| Mariner, LLC | 0.00% | Add +35.1% | 19,179 | $839K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -56.6% | 18,944 | $829K |
| Victory Capital Management Inc. | 0.00% | Reduce -3.4% | 18,925 | $828K |
| Bison Wealth, LLC | 0.08% | No change | 18,665 | $825K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +21.8% | 18,823 | $818K |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | No change | 18,491 | $809K |
| Canada Pension Plan Investment Board | 0.00% | No change | 18,400 | $805K |
| D. E. Shaw & Co. | 0.00% | Reduce -7.6% | 17,330 | $758K |
| KLP Kapitalforvaltning As | 0.00% | No change | 17,300 | $757K |
| MetLife Investment Management, LLC | 0.00% | Add +5.6% | 16,580 | $725K |
| Los Angeles Capital Management LLC | 0.00% | No change | 16,573 | $725K |
| XTX Topco Ltd | 0.01% | Add +60.0% | 16,311 | $714K |
| Quadrature Capital Ltd | 0.01% | New | 16,280 | $712K |
| Vanguard Global Advisers, LLC | 0.00% | No change | 15,947 | $698K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | Reduce -64.9% | 14,775 | $646K |
| Mercer Global Advisors Inc. | 0.00% | Add +33.3% | 14,311 | $626K |
| Rafferty Asset Management, LLC | 0.00% | Reduce -17.8% | 14,109 | $617K |
| Dakota Wealth Management | 0.01% | No change | 13,685 | $599K |
| Summit Financial, LLC | 0.01% | Add +0.4% | 13,570 | $594K |
| Jupiter Topco LLC | 0.00% | — | 13,179 | $577K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -2.0% | 12,910 | $565K |
| First Manhattan Co. Llc. | 0.00% | No change | 12,434 | $544K |
| United Capital Financial Advisors, LLC | 0.00% | Add +3.5% | 12,264 | $537K |
| Cary Street Partners Financial LLC | 0.01% | No change | 11,988 | $524K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -48.3% | 11,541 | $505K |
| Jones Financial Companies LLLP | 0.00% | Reduce -5.2% | 11,165 | $496K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.0% | 10,672 | $467K |
| Cerity Partners LLC | 0.00% | Add +2.5% | 10,617 | $464K |
| Sterling Capital Management LLC | 0.01% | Reduce -3.3% | 10,577 | $463K |
| Insight Advisors, LLC/ PA | 0.08% | Reduce -2.3% | 10,500 | $459K |
| WealthTrust Axiom LLC | 0.10% | No change | 10,227 | $447K |
| Choreo, LLC | 0.00% | New | 10,177 | $445K |
| First Trust Advisors LP | 0.00% | Reduce -0.8% | 10,092 | $442K |
| Stanley-Laman Group, Ltd. | 0.04% | No change | 9,884 | $432K |
| Panagora Asset Management Inc. | 0.00% | New | 9,651 | $422K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 9,600 | $420K |
| Merit Financial Group, LLC | 0.00% | New | 9,506 | $416K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 9,340 | $409K |
| New York State Common Retirement Fund | 0.00% | No change | 9,314 | $407K |
| Intech Investment Management LLC | 0.00% | Reduce -8.6% | 9,293 | $407K |
| Brevan Howard Capital Management LP | 0.01% | New | 9,062 | $396K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 8,278 | $362K |
| Empower Advisory Group, LLC | 0.00% | No change | 8,217 | $359K |
| Quadrant Capital Group LLC | 0.01% | Reduce -0.9% | 8,205 | $359K |
| Susquehanna Fundamental Investments, LLC | 0.01% | New | 8,184 | $358K |
| Cornerstone Investment Partners, LLC | 0.01% | Reduce -4.5% | 8,046 | $352K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 8,022 | $351K |
| Ullmann Wealth Partners Group, LLC | 0.03% | No change | 8,016 | $351K |
| Evergreen Capital Management LLC | 0.01% | No change | 7,868 | $344K |
| Counterpoint Mutual Funds LLC | 0.03% | New | 7,838 | $343K |
| Arizona State Retirement System | 0.00% | Reduce -0.9% | 7,749 | $339K |
| Hendershot Investments Inc. | 0.04% | No change | 7,679 | $336K |
| Lazard Asset Management LLC | 0.00% | New | 7,354 | $322K |
| Trust Co. of Vermont | 0.01% | — | 7,004 | $306K |
| Fifth Third Bancorp | 0.00% | Reduce -8.1% | 6,985 | $306K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.3% | 6,880 | $301K |
| HighTower Advisors, LLC | 0.00% | Reduce -6.5% | 6,593 | $288K |
| Vanguard Investments Australia, Ltd. | 0.00% | No change | 6,245 | $273K |
| Voya Investment Management LLC | 0.00% | New | 6,181 | $270K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -1.6% | 6,145 | $269K |
| Captrust Financial Advisors | 0.00% | New | 5,387 | $236K |
| Pictet Asset Management Holding SA | 0.00% | New | 5,264 | $230K |
| Swiss Life Asset Management Ltd | 0.00% | New | 5,112 | $224K |
| Abacus Wealth Partners, LLC | 0.02% | Reduce -57.9% | 4,938 | $216K |
| nVerses Capital, LLC | 0.33% | Reduce -29.3% | 4,864 | $213K |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 3,940 | $172K |
| Nisa Investment Advisors, LLC | 0.00% | Add +241.1% | 3,414 | $149K |
| Signaturefd, LLC | 0.00% | Add +8.0% | 3,094 | $135K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +96.3% | 2,889 | $126K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 2,802 | $123K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | New | 2,632 | $115K |
| Battery Global Advisors, LLC | 0.06% | No change | 2,623 | $115K |
| New York State Teachers Retirement System | 0.00% | New | 2,566 | $112K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 2,408 | $105K |
| Arax Advisory Partners | 0.00% | Add +242.6% | 2,316 | $101K |
| Parallel Advisors, LLC | 0.00% | Add +0.5% | 2,274 | $99K |
| Royal Bank of Canada | 0.00% | Reduce -14.6% | 1,405 | $61K |
| Quantbot Technologies LP | 0.00% | Reduce -84.1% | 1,248 | $55K |
| State of Alaska, Department of Revenue | 0.00% | No change | 1,157 | $50K |
| Aquatic Capital Management LLC | 0.00% | Reduce -57.0% | 981 | $43K |
| Rockefeller Capital Management L.P. | 0.00% | Add +131.7% | 811 | $35K |
| Allworth Financial LP | 0.00% | Add +71.3% | 783 | $34K |
| GAMMA Investing LLC | 0.00% | No change | 734 | $32K |
| Farther Finance Advisors, LLC | 0.00% | Add +39.3% | 719 | $31K |
| US Bancorp \de | 0.00% | Add +1.4% | 640 | $28K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 550 | $24K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -34.5% | 539 | $24K |
| WPG Advisers, LLC | 0.01% | Add +5.8% | 494 | $22K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 485 | $21K |
| Grove Bank & Trust | 0.00% | No change | 484 | $21K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 434 | $19K |
| Federated Hermes, Inc. | 0.00% | Add +49.5% | 405 | $18K |
| Synergy Investment Management, LLC | 0.00% | New | 397 | $18K |
| Bessemer Group Inc. | 0.00% | No change | 380 | $17K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -6.8% | 381 | $17K |
| S&T Bank | 0.00% | Add +124.7% | 373 | $16K |
| IFP Advisors, Inc | 0.00% | Add +28.9% | 312 | $14K |
| Blue Trust, Inc. | 0.00% | New | 271 | $12K |
| Essential Partners LLC | 0.01% | Reduce -48.9% | 254 | $11K |
| Rothschild Investment LLC | 0.00% | Add +40.7% | 249 | $11K |
| Optiver Holding B.V. | 0.00% | Add +66.4% | 203 | $9K |
| First Horizon Corp. | 0.00% | No change | 202 | $9K |
| Public Employees Retirement System of Ohio | 0.00% | Add +103.0% | 201 | $9K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -0.5% | 193 | $8K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -70.5% | 185 | $8K |
| Osaic Holdings, Inc. | 0.00% | Add +412.1% | 169 | $7K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 124 | $5K |
| Cary Street Partners Investment Advisory LLC | 0.00% | Add +22.1% | 105 | $5K |
| Harbour Investments, Inc. | 0.00% | Reduce -15.9% | 95 | $4K |
| Ameriflex Group, Inc. | 0.00% | New | 81 | $4K |
| Simplex Trading, LLC | 0.00% | New | 70 | $3K |
| Picton Mahoney Asset Management | 0.00% | New | 69 | $3K |
| Private Trust Co. NA | 0.00% | No change | 62 | $3K |
| International Assets Investment Management, LLC | 0.00% | No change | 52 | $2K |
| Rossby Financial, LCC | 0.00% | No change | 50 | $2K |
| True Wealth Design, LLC | 0.00% | Reduce -21.1% | 45 | $2K |
| Larson Financial Group LLC | 0.00% | No change | 45 | $2K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 44 | $2K |
| Basecamp Wealth Advisors LLC | 0.00% | Add +36.7% | 41 | $2K |
| Assetmark, Inc. | 0.00% | New | 38 | $2K |
| Raffa Wealth Management, LLC | 0.00% | No change | 33 | $1K |
| Versant Capital Management, Inc | 0.00% | No change | 33 | $1K |
| SJS Investment Consulting Inc. | 0.00% | Add +31.6% | 25 | $1K |
| Covestor Ltd | 0.00% | Add +57.1% | 11 | $1K |
| Clearstead Advisors, LLC | 0.00% | New | 19 | $832 |
| Fortitude Family Office, LLC | 0.00% | New | 16 | $700 |
| Wealth Enhancement Trust Services, Inc. | 0.00% | New | 13 | $569 |
| Stone House Investment Management, LLC | 0.00% | No change | 8 | $350 |
| SBI Securities Co., Ltd. | 0.00% | No change | 5 | $219 |
| GHP Investment Advisors, Inc. | 0.00% | No change | 2 | $88 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $44 |
| JPL Wealth Management, LLC | 0.00% | No change | 1 | $44 |
"% of holder's portfolio" is UVSP's weight in each manager's 13F, not the share of Univest Financial Corp. the manager owns.