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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
Jacobs Levy Equity Management, Inc7,841$224.0K0.00%––
ProShare Advisors LLC7,709$220.0K0.00%––
Hendershot Investments Inc.7,679$220.0K0.05%––
Connor, Clark & Lunn Investment Management Ltd.7,381$211.0K0.00%––
Acadian Asset Management LLC6,140$176.0K0.00%––
SG Americas Securities, LLC4,884$140.0K0.00%––
US Bancorp4,852$139.0K0.00%––
Russell Investments Group, Ltd.4,826$137.0K0.00%––
Nisa Investment Advisors, LLC3,750$107.0K0.00%––
Ameritas Investment Partners, Inc.2,577$74.0K0.00%––
Great West Life Assurance Co2,493$70.0K0.00%––
The PNC Financial Services Group, Inc.2,424$68.0K0.00%––
Tower Research Capital LLC (TRC)1,197$34.0K0.00%––
Berman Capital Advisors, LLC1,134$32.0K0.01%––
Costello Asset Management, INC1,100$31.0K0.02%––
Cary Street Partner Investment Advisory LLC1,055$30.0K0.01%––
Kistler-Tiffany Companies, LLC1,000$29.0K0.01%––
Captrust Financial Advisors741$21.0K0.00%––
Geneos Wealth Management Inc.694$19.0K0.00%––
Quadrant Capital Group LLC599$17.0K0.00%––
Parallel Advisors, LLC579$17.0K0.00%––
Advisor Group Holdings, Inc.517$15.0K0.00%––
Signaturefd, LLC411$12.0K0.00%––
TCI Wealth Advisors, Inc.421$12.0K0.01%––
Macquarie Group Ltd267$8.00K0.00%––
Howe & Rusling Inc210$6.00K0.00%––
Wealthcare Advisory Partners LLC203$6.00K0.00%––
Panagora Asset Management Inc166$5.00K0.00%––
Glen Eagle Advisors, LLC124$3.54K0.00%––
Jacobi Capital Management LLC101$3.00K0.00%––
Enterprise Financial Services Corp67$2.00K0.00%––
Eaton Vance Management60$2.00K0.00%––
Ameritas Investment Company, LLC42$1.20K0.00%––
NEXT Financial Group, Inc43$1.00K0.00%––
Lindbrook Capital, LLC31$1.00K0.00%––
Meridian Wealth Partners, LLC55$1.00K0.00%––
Raffa Wealth Management, LLC33$9430.00%––
Glassman Wealth Services4$00.00%––