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Univest Financial Corp

UVSP
Exchange
Nasdaq
Industry
State Commercial Banks
SEC CIK
0000102212

In the last 90 days, Univest Financial Corp insiders filed 0 open-market purchases and 2 sales; 222 institutions reported holding it in 13F filings for Q2 2026, worth $995.9M in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Univest Financial Corp as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
138
No complete 13F data for Q4 2020
Shares held
21.0M
No complete 13F data for Q4 2020
Total value
$599.4M
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting UVSP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 138 institutions
Q1 2021: 138 institutionsQ2 2021: 138 institutionsQ3 2021: 138 institutionsQ4 2021: 143 institutionsQ1 2022: 148 institutionsQ2 2022: 138 institutionsQ3 2022: 142 institutionsQ4 2022: 137 institutionsQ1 2023: 141 institutionsQ2 2023: 139 institutionsQ3 2023: 135 institutionsQ4 2023: 142 institutionsQ1 2024: 139 institutionsQ2 2024: 140 institutionsQ3 2024: 157 institutionsQ4 2024: 174 institutionsQ1 2025: 179 institutionsQ2 2025: 183 institutionsQ3 2025: 186 institutionsQ4 2025: 198 institutionsQ1 2026: 209 institutionsQ2 2026: 222 institutions
Value heldQ1 2021: $599.4M
Q1 2021: $599.4MQ2 2021: $550.0MQ3 2021: $577.4MQ4 2021: $637.1MQ1 2022: $574.7MQ2 2022: $542.1MQ3 2022: $496.4MQ4 2022: $561.7MQ1 2023: $516.5MQ2 2023: $391.3MQ3 2023: $375.8MQ4 2023: $486.9MQ1 2024: $456.0MQ2 2024: $495.4MQ3 2024: $626.7MQ4 2024: $667.8MQ1 2025: $645.5MQ2 2025: $678.0MQ3 2025: $667.6MQ4 2025: $722.1MQ1 2026: $766.0MQ2 2026: $995.9M
Institutions holding UVSP and their total value by quarter
QuarterHoldersValue
Q2 2026222$995.9M
Q1 2026209$766.0M
Q4 2025198$722.1M
Q3 2025186$667.6M
Q2 2025183$678.0M
Q1 2025179$645.5M
Q4 2024174$667.8M
Q3 2024157$626.7M
Q2 2024140$495.4M
Q1 2024139$456.0M
Q4 2023142$486.9M
Q3 2023135$375.8M
Q2 2023139$391.3M
Q1 2023141$516.5M
Q4 2022137$561.7M
Q3 2022142$496.4M
Q2 2022138$542.1M
Q1 2022148$574.7M
Q4 2021143$637.1M
Q3 2021138$577.4M
Q2 2021138$550.0M
Q1 2021138$599.4M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Univest Financial Corp.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding UVSP in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Glassman Wealth Services4$00.00%––
Raffa Wealth Management, LLC33$9430.00%––
NEXT Financial Group, Inc43$1.00K0.00%––
Lindbrook Capital, LLC31$1.00K0.00%––
Meridian Wealth Partners, LLC55$1.00K0.00%––
Ameritas Investment Company, LLC42$1.20K0.00%––
Enterprise Financial Services Corp67$2.00K0.00%––
Eaton Vance Management60$2.00K0.00%––
Jacobi Capital Management LLC101$3.00K0.00%––
Glen Eagle Advisors, LLC124$3.54K0.00%––
Panagora Asset Management Inc166$5.00K0.00%––
Howe & Rusling Inc210$6.00K0.00%––
Wealthcare Advisory Partners LLC203$6.00K0.00%––
Macquarie Group Ltd267$8.00K0.00%––
Signaturefd, LLC411$12.0K0.00%––
TCI Wealth Advisors, Inc.421$12.0K0.01%––
Advisor Group Holdings, Inc.517$15.0K0.00%––
Quadrant Capital Group LLC599$17.0K0.00%––
Parallel Advisors, LLC579$17.0K0.00%––
Geneos Wealth Management Inc.694$19.0K0.00%––
Captrust Financial Advisors741$21.0K0.00%––
Kistler-Tiffany Companies, LLC1,000$29.0K0.01%––
Cary Street Partner Investment Advisory LLC1,055$30.0K0.01%––
Costello Asset Management, INC1,100$31.0K0.02%––
Berman Capital Advisors, LLC1,134$32.0K0.01%––
Tower Research Capital LLC (TRC)1,197$34.0K0.00%––
The PNC Financial Services Group, Inc.2,424$68.0K0.00%––
Great West Life Assurance Co2,493$70.0K0.00%––
Ameritas Investment Partners, Inc.2,577$74.0K0.00%––
Nisa Investment Advisors, LLC3,750$107.0K0.00%––
Russell Investments Group, Ltd.4,826$137.0K0.00%––
US Bancorp4,852$139.0K0.00%––
SG Americas Securities, LLC4,884$140.0K0.00%––
Acadian Asset Management LLC6,140$176.0K0.00%––
Connor, Clark & Lunn Investment Management Ltd.7,381$211.0K0.00%––
ProShare Advisors LLC7,709$220.0K0.00%––
Hendershot Investments Inc.7,679$220.0K0.05%––
Jacobs Levy Equity Management, Inc7,841$224.0K0.00%––
Metropolitan Life Insurance Co7,986$228.3K0.00%––
Legal & General Group Plc8,048$230.0K0.00%––
Algert Global LLC8,190$234.0K0.07%––
Arizona State Retirement System8,520$244.0K0.00%––
Morgan Stanley8,963$256.0K0.00%––
Winton Group Ltd8,966$256.0K0.01%––
Public Employees Retirement Association of Colorado9,600$274.0K0.00%––
Bernardo Wealth Planning LLC10,631$303.0K0.19%––
Thrivent Financial for Lutherans10,666$305.0K0.00%––
Commonwealth Equity Services, LLC10,740$307.0K0.00%––
Cary Street Partners Asset Management LLC10,833$310.0K0.08%––
Mackay Shields LLC11,000$314.0K0.00%––
Cambridge Investment Research Advisors, Inc.11,010$315.0K0.00%––
Oppenheimer & Co Inc11,318$324.0K0.01%––
NBT Bank N A11,812$338.0K0.05%––
MetLife Investment Management12,133$346.9K0.00%––
BNP Paribas Arbitrage, SA12,756$364.7K0.00%––
Rafferty Asset Management, LLC13,261$379.0K0.00%––
HSBC Holdings PLC13,252$381.0K0.00%––
Citigroup Inc13,840$395.0K0.00%––
IndexIQ Advisors LLC13,902$397.0K0.01%––
SEI Investments Co15,290$402.0K0.00%––
Voya Investment Management LLC14,067$402.0K0.00%––
First Trust Advisors LP14,266$408.0K0.00%––
UBS Group AG14,347$410.0K0.00%––
First Hawaiian Bank14,644$419.0K0.02%––
Susquehanna Fundamental Investments, LLC14,711$421.0K0.01%––
Virginia Retirement Systems Et Al15,100$432.0K0.00%––
State Board of Administration of Florida Retirement System15,808$452.0K0.00%––
Alliancebernstein L.P.16,532$473.0K0.00%––
American International Group, Inc.16,775$480.0K0.00%––
Insight Advisors, LLC18,000$503.0K0.16%––
Shell Asset Management Co17,819$509.0K0.01%––
Deutsche Bank AG18,446$527.0K0.00%––
Price T Rowe Associates Inc19,651$562.0K0.00%––
Principal Financial Group Inc21,537$616.0K0.00%––
Truist Financial Corp23,410$669.0K0.00%––
Two Sigma Advisers, LP24,280$694.0K0.00%––
Pacific Ridge Capital Partners, LLC24,470$700.0K0.13%––
Credit Suisse AG25,904$740.0K0.00%––
New York State Common Retirement Fund25,969$742.0K0.00%––
Grantham, Mayo, Van Otterloo & Co. LLC26,829$767.0K0.00%––
Keybank National Association27,056$774.0K0.00%––
STRS Ohio29,800$851.0K0.00%––
Girard Partners Ltd.30,566$873.0K0.13%––
UBS Asset Management Americas Inc30,874$882.7K0.00%––
Prudential Financial Inc34,131$976.0K0.00%––
Martingale Asset Management L P35,638$1.02M0.01%––
BLB&B Advisors, LLC37,049$1.06M0.08%––
Citadel Advisors LLC38,213$1.09M0.00%––
Invesco Ltd.39,285$1.12M0.00%––
First Manhattan Co40,225$1.15M0.00%––
Ameriprise Financial Inc41,181$1.18M0.00%––
California State Teachers Retirement System43,402$1.24M0.00%––
LSV Asset Management44,800$1.28M0.00%––
IVC Wealth Advisors LLC45,542$1.30M1.03%––
Rhumbline Advisers48,183$1.38M0.00%––
D. E. Shaw & Co., Inc.50,336$1.44M0.00%––
Logan Capital Management Inc50,427$1.44M0.07%––
Compass Ion Advisors, LLC51,403$1.47M0.60%––
Barclays PLC57,616$1.65M0.00%––
AQR Capital Management LLC58,555$1.67M0.00%––