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Disclosery

UVSP UNIVEST FINANCIAL CORPORATIO

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COM (common), issuer CIK 102212

172 managers (175 13F filers) reported a position in UVSP shares at 2024-12-31, 22,630,840 shares in all. 18 filers opened a position and 9 filers sold out during the quarter.

Managers
172
13F filers
175
New
18
Added
60
Reduced
47
Sold out
9
Shares held by filers
22,630,840

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BlackRock, Inc.in group BlackRock, Inc.3,458,553$102M<0.01%-13,37413F-HRTimelineGroup
FMR LLCin group FMR LLC2,610,948$77M<0.01%-11,52713F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP1,973,468$58.2M0.01%+73713F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC1,625,773$48M<0.01%-30,32913F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …1,204,530$35.5M0.03%+75,96413F-HRTimelineGroup
PZENA INVESTMENT MANAGEMENT LLC1,149,117$33.9M0.12%-40,63113F-HRTimeline
STATE STREET CORPin group STATE STREET CORP959,260$28.3M<0.01%+85,88913F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC702,572$20.7M<0.01%-1,87313F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC632,354$18.7M0.01%+71,26513F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC628,689$18.6M0.03%-22,20013F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp531,828$15.7M0.99%+38013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC398,475$11.8M<0.01%+260,99013F-HRTimelineGroup
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC390,770$11.5M0.04%-4,13013F-HRTimeline
Leeward Investments, LLC - MA375,663$11.1M0.55%-27,91313F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP339,290$10M<0.01%+9,18413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY315,899$9.32M<0.01%+2,52813F-HR/ATimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC309,248$9.13M0.01%-14,58413F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC268,332$7.92M<0.01%-8,13313F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co245,387$7.24M<0.01%-49613F-HRTimelineGroup
ENDEAVOUR CAPITAL ADVISORS INC242,084$7.14M2.27%-31,10513F-HRTimeline
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …239,059$7.05M0.01%+3,76913F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC211,771$6.25M<0.01%-74213F-HRTimelineGroup
BRIDGEWAY CAPITAL MANAGEMENT, LLC198,567$5.86M0.13%-18,30313F-HRTimeline
ROYCE & ASSOCIATES LP182,451$5.38M0.05%-61,01513F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC173,024$5.11M0.01%+32,40013F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO170,389$5.03M0.01%+26713F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp152,028$4.49M<0.01%+80713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO139,102$4.1M<0.01%+35,57113F-HRTimelineGroup
Nuveen Asset Management, LLCin group TIAA136,397$4.03M<0.01%-35,22513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/132,333$3.91M<0.01%+24,79213F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding130,806$3.86M+54,929Timeline
Assenagon Asset Management S.A.115,529$3.41M0.01%-112,79213F-HRTimeline
Empowered Funds, LLC98,430$2.9M0.04%+4,73913F-HRTimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…87,072$2.57M0.01%013F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.85,901$2.53M<0.01%+3,27213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC77,891$2.3M<0.01%13F-HR/ATimelineGroup
MARTINGALE ASSET MANAGEMENT L P77,877$2.3M0.06%+6,34713F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC73,185$2.16M<0.01%+6,58213F-HR/ATimelineGroup
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding71,952$2.12M-36,448Timeline
Creative Planningin group Creative Planning60,893$1.8M<0.01%+6,76113F-HRTimelineGroup
Swiss National Bank57,078$1.68M<0.01%013F-HRTimeline
TEACHER RETIREMENT SYSTEM OF TEXAS56,148$1.66M0.01%+10,13113F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC50,427$1.49M0.06%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources48,080$1.42M<0.01%-23213F-HRTimelineGroup
RHUMBLINE ADVISERS46,768$1.38M<0.01%+1,31513F-HR/ATimeline
IVC Wealth Advisors LLC40,107$1.18M0.66%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC40,101$1.18M<0.01%+2,23413F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL39,593$1.17M0.01%+16,13813F-HRTimeline
Compass Ion Advisors, LLC36,956$1.09M0.13%+9213F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/32,910$972K<0.01%+1,74613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…32,462$958K<0.01%-13,32413F-HRTimelineGroup
Smartleaf Asset Management LLC29,355$870K0.09%-28113F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc28,530$842K<0.01%+2,02113F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\28,505$841K<0.01%+10,35413F-HR/ATimelineGroup
VICTORY CAPITAL MANAGEMENT INC28,200$832K<0.01%+70013F-HRTimeline
LPL Financial LLC28,023$827K<0.01%-2,06613F-HRTimeline
Everhart Financial Group, Inc.27,639$816K0.17%+1,31913F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…27,224$803K<0.01%-42513F-HR/ATimeline
LOS ANGELES CAPITAL MANAGEMENT LLC26,645$786K<0.01%-5,50013F-HRTimeline
ALLIANCEBERNSTEIN L.P.26,056$769K<0.01%013F-HRTimeline
Janney Montgomery Scott LLC24,724$730K<0.01%+48813F-HRTimeline
Connor, Clark & Lunn Investment Managem…24,722$730K<0.01%+9,89013F-HRTimeline
BLB&B Advisors, LLC23,917$706K0.04%-2,99913F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS23,840$704K<0.01%+11,55513F-HRTimelineGroup
PANAGORA ASSET MANAGEMENT INC23,430$691K<0.01%new13F-HRTimeline
WEDGE CAPITAL MANAGEMENT L L P/NC23,239$686K0.01%-72413F-HRTimeline
Pacific Ridge Capital Partners, LLC22,096$652K0.15%-5,80613F-HRTimeline
STRS OHIO22,000$649K<0.01%-1,10013F-HRTimeline
BAILARD, INC.21,132$624K0.02%+33213F-HRTimeline
Rafferty Asset Management, LLC20,901$617K<0.01%+1,68013F-HRTimeline
Qube Research & Technologies Ltd20,160$595K<0.01%new13F-HRTimeline
ExodusPoint Capital Management, LP19,633$579K0.01%new13F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC19,297$569K<0.01%-9,79413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN18,698$552K<0.01%+3,70113F-HRTimelineGroup
Bison Wealth, LLC18,630$550K0.12%013F-HRTimeline
Campbell & CO Investment Adviser LLC18,247$538K0.04%-2,46613F-HRTimeline
Sterling Capital Management LLC18,216$538K0.01%+82613F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP17,681$522K<0.01%+3313F-HRTimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…17,559$518K<0.01%+96913F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…17,500$516K<0.01%013F-HRTimelineGroup
KLP KAPITALFORVALTNING AS17,300$511K<0.01%13F-HRTimeline
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…16,468$486K<0.01%+61413F-HRTimelineGroup
INTECH INVESTMENT MANAGEMENT LLC15,675$463K<0.01%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,244$450K<0.01%+4,46213F-HRTimelineGroup
Keeley-Teton Advisors, LLC15,192$448K0.05%-2,40813F-HRTimeline
LSV ASSET MANAGEMENT14,900$440K<0.01%-6,10013F-HRTimeline
Apexium Financial, LP14,852$438K0.03%013F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK14,644$432K0.01%013F-HRTimelineGroup
AlphaQuest LLC14,571$430K0.06%+7,02413F-HRTimeline
Corebridge Financial, Inc.in group Corebridge Financial, Inc.14,384$424K<0.01%-1,08513F-HRTimelineGroup
Atria Wealth Solutions, Inc.13,859$409K<0.01%013F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson13,179$389K<0.01%013F-HRTimelineGroup
FIRST MANHATTAN CO. LLC.12,762$377K<0.01%013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding12,042$355K0Timeline
Zurcher Kantonalbank (Zurich Cantonalba…11,835$349K<0.01%+5,64413F-HRTimeline
Insight Advisors, LLC/ PA11,750$348K0.06%-3,50013F-HRTimeline
TWO SIGMA SECURITIES, LLC11,304$334K0.06%new13F-HRTimeline
Bernardo Wealth Planning LLC11,930$330K0.08%-99713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC10,881$321K<0.01%013F-HRTimeline
Cambria Investment Management, L.P.10,616$313K0.02%+24113F-HRTimeline
WealthTrust Axiom LLC10,227$302K0.09%013F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC10,043$296K<0.01%-87813F-HR/ATimelineGroup
Stanley-Laman Group, Ltd.9,884$292K0.04%013F-HRTimeline
Trexquant Investment LP9,816$290K<0.01%new13F-HRTimeline
ZACKS INVESTMENT MANAGEMENT9,793$289K<0.01%new13F-HRTimeline
SG Americas Securities, LLC9,682$286K<0.01%-58013F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…9,600$283K<0.01%013F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND9,314$275K<0.01%013F-HR/ATimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…8,848$261K<0.01%+34013F-HR/ATimeline
QUADRANT CAPITAL GROUP LLC8,731$258K0.02%013F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM8,457$250K<0.01%+2813F-HRTimeline
State of Tennessee, Department of Treas…8,284$244K<0.01%new13F-HRTimeline
STATE BOARD OF ADMINISTRATION OF FLORID…8,278$244K<0.01%013F-HRTimeline
ProShare Advisors LLC8,148$240K<0.01%new13F-HRTimeline
Centiva Capital, LP8,070$238K0.01%+63913F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC7,823$231K0.01%013F-HRTimeline
Hendershot Investments Inc.7,679$227K0.03%013F-HRTimeline
Cornerstone Investment Partners, LLC7,595$224K0.01%+513F-HRTimeline
TRUST CO OF VERMONT7,004$207K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC6,944$205K<0.01%+74813F-HRTimelineGroup
SHELL ASSET MANAGEMENT CO6,813$201K0.01%-2213F-HRTimeline
COMERICA BANK6,648$196K<0.01%-80213F-HR/ATimeline
Police & Firemen's Retirement System of…6,066$179K<0.01%13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,682$168K<0.01%+2,72513F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,796$142K<0.01%+61713F-HRTimelineGroup
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co3,940$116K<0.01%-1,80913F-HRTimelineGroup
SIGNATUREFD, LLC3,079$90.9K<0.01%+7613F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…2,862$84.5K<0.01%013F-HRTimelineGroup
Wilmington Savings Fund Society, FSB2,802$82.7K<0.01%013F-HRTimeline
Battery Global Advisors, LLC2,623$77.4K0.04%013F-HRTimeline
Parallel Advisors, LLC2,298$67.8K<0.01%013F-HRTimeline
Lindbrook Capital, LLC1,527$45.1K<0.01%+2613F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,003$29.6K<0.01%+61913F-HRTimelineGroup
NISA INVESTMENT ADVISORS, LLC990$29.2K<0.01%013F-HRTimeline
AMALGAMATED BANK996$29K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\778$23K<0.01%013F-HRTimelineGroup
Arax Advisory Partners719$21.2K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC637$19K<0.01%-2,12913F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…619$18.3K<0.01%013F-HRTimelineGroup
R Squared Ltd590$17.4K0.02%13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC550$16.2K<0.01%013F-HRTimeline
Bogart Wealth, LLC500$14.8K<0.01%new13F-HRTimeline
Stonebridge Financial Group, LLC500$14.8K<0.01%13F-HRTimeline
J.Safra Asset Management Corp441$13.1K<0.01%+12413F-HRTimeline
Geneos Wealth Management Inc.413$12.2K<0.01%+313F-HRTimeline
Allworth Financial LP238$7.13K<0.01%+2613F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.253$7K<0.01%+3213F-HRTimeline
GAMMA Investing LLC194$5.72K<0.01%-1913F-HRTimeline
MassMutual Private Wealth & Trust, FSB181$5.34K<0.01%new13F-HRTimeline
C M BIDWELL & ASSOCIATES LTD168$4.96K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.167$4.93K<0.01%+7813F-HRTimeline
WPG Advisers, LLC145$4.28K<0.01%13F-HRTimeline
Glen Eagle Advisors, LLC124$3.66K<0.01%013F-HRTimeline
Whipplewood Advisors, LLC87$2.57K<0.01%13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…71$2.1K<0.01%new13F-HRTimelineGroup
SIMPLEX TRADING, LLC87$2K<0.01%+2213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…49$1.45K<0.01%new13F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC35$1.03K<0.01%-1013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC33$974<0.01%013F-HRTimeline
Versant Capital Management, Inc33$974<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.27$797<0.01%013F-HRTimeline
MAI Capital Management20$591<0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK18$531<0.01%new13F-HRTimelineGroup
Cassady Schiller Wealth Management, LLC17$502<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC14$413<0.01%013F-HRTimelineGroup
IFP Advisors, Inc13$384<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC13$384<0.01%013F-HRTimeline
SBI Securities Co., Ltd.5$148<0.01%13F-HRTimeline
TFC Financial Management, Inc.1$30<0.01%013F-HRTimeline
Hemington Wealth Management29$00%013F-HRTimelineValue filed as zero, left out of ratios.
Covestor Ltd12$00%-1713F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.