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, Q2 2021
Institutional positions in Univest Financial Corp as of Jun 30, 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
- 0 vs. Q1 2021
- Shares held
- 20.8M
- −125.4K (−0.6%) vs. Q1 2021
- Total value
- $550.0M
- −$49.4M (−8.2%) vs. Q1 2021
- New holders
- 13
- 50 more added
- Sold out
- 13
- 45 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 222 | $995.9M |
| Q1 2026 | 209 | $766.0M |
| Q4 2025 | 198 | $722.1M |
| Q3 2025 | 186 | $667.6M |
| Q2 2025 | 183 | $678.0M |
| Q1 2025 | 179 | $645.5M |
| Q4 2024 | 174 | $667.8M |
| Q3 2024 | 157 | $626.7M |
| Q2 2024 | 140 | $495.4M |
| Q1 2024 | 139 | $456.0M |
| Q4 2023 | 142 | $486.9M |
| Q3 2023 | 135 | $375.8M |
| Q2 2023 | 139 | $391.3M |
| Q1 2023 | 141 | $516.5M |
| Q4 2022 | 137 | $561.7M |
| Q3 2022 | 142 | $496.4M |
| Q2 2022 | 138 | $542.1M |
| Q1 2022 | 148 | $574.7M |
| Q4 2021 | 143 | $637.1M |
| Q3 2021 | 138 | $577.4M |
| Q2 2021 | 138 | $550.0M |
| Q1 2021 | 138 | $599.4M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Univest Financial Corp; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Glassman Wealth Services | 16 | $0 | 0.00% | +12+300.0% | Added |
| Raffa Wealth Management, LLC | 33 | $870 | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 43 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 67 | $2.00K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 102 | $3.00K | 0.00% | +1+1.0% | Added |
| Glen Eagle Advisors, LLC | 124 | $3.27K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 210 | $6.00K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 267 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 257 | $7.00K | 0.00% | +257 | New |
| Signaturefd, LLC | 411 | $11.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 421 | $11.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 630 | $17.0K | 0.00% | −4,222−87.0% | Reduced |
| Geneos Wealth Management Inc. | 699 | $18.0K | 0.00% | +5+0.7% | Added |
| Quadrant Capital Group LLC | 665 | $18.0K | 0.00% | +66+11.0% | Added |
| Parallel Advisors, LLC | 705 | $19.0K | 0.00% | +126+21.8% | Added |
| Captrust Financial Advisors | 741 | $20.0K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 900 | $24.0K | 0.02% | −200−18.2% | Reduced |
| Advisor Group Holdings, Inc. | 907 | $24.0K | 0.00% | +390+75.4% | Added |
| Kistler-Tiffany Companies, LLC | 1,000 | $26.0K | 0.01% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 1,467 | $38.0K | 0.01% | +333+29.4% | Added |
| Tower Research Capital LLC (TRC) | 1,881 | $50.0K | 0.00% | +684+57.1% | Added |
| The PNC Financial Services Group, Inc. | 2,456 | $66.0K | 0.00% | +32+1.3% | Added |
| SRS Capital Advisors, Inc. | 2,500 | $66.0K | 0.01% | +2,500 | New |
| Great West Life Assurance Co | 2,529 | $67.0K | 0.00% | +36+1.4% | Added |
| Ameritas Investment Partners, Inc. | 2,577 | $68.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 3,750 | $99.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 3,981 | $105.0K | 0.00% | −8,775−68.8% | Reduced |
| Russell Investments Group, Ltd. | 4,826 | $127.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 7,004 | $185.0K | 0.01% | +7,004 | New |
| Legal & General Group Plc | 7,388 | $194.0K | 0.00% | −660−8.2% | Reduced |
| Hendershot Investments Inc. | 7,679 | $202.0K | 0.04% | 00.0% | Unchanged |
| Teton Advisors, Inc. | 7,700 | $203.0K | 0.03% | +7,700 | New |
| Algert Global LLC | 7,840 | $207.0K | 0.07% | −350−4.3% | Reduced |
| Arizona State Retirement System | 7,963 | $210.0K | 0.00% | −557−6.5% | Reduced |
| Winton Group Ltd | 8,109 | $214.0K | 0.01% | −857−9.6% | Reduced |
| Metropolitan Life Insurance Co | 8,639 | $227.8K | 0.00% | +653+8.2% | Added |
| Oppenheimer & Co Inc | 8,668 | $229.0K | 0.00% | −2,650−23.4% | Reduced |
| Public Employees Retirement Association of Colorado | 9,600 | $253.0K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 10,211 | $269.0K | 0.00% | +10,211 | New |
| Cary Street Partner Investment Advisory LLC | 10,238 | $270.0K | 0.09% | +9,183+870.4% | Added |
| Susquehanna Fundamental Investments, LLC | 10,615 | $280.0K | 0.01% | −4,096−27.8% | Reduced |
| Bernardo Wealth Planning LLC | 10,632 | $280.0K | 0.17% | +10.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 10,688 | $282.0K | 0.00% | −322−2.9% | Reduced |
| Commonwealth Equity Services, LLC | 10,741 | $283.0K | 0.00% | +10.0% | Added |
| Campbell & CO Investment Adviser LLC | 11,427 | $301.0K | 0.13% | +11,427 | New |
| NBT Bank N A | 11,812 | $311.0K | 0.04% | 00.0% | Unchanged |
| MetLife Investment Management | 12,133 | $319.9K | 0.00% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 12,370 | $326.0K | 0.00% | +4,989+67.6% | Added |
| Voya Investment Management LLC | 12,499 | $330.0K | 0.00% | −1,568−11.1% | Reduced |
| Alliancebernstein L.P. | 14,032 | $370.0K | 0.00% | −2,500−15.1% | Reduced |
| Virginia Retirement Systems Et Al | 14,100 | $372.0K | 0.00% | −1,000−6.6% | Reduced |
| IndexIQ Advisors LLC | 14,151 | $373.0K | 0.01% | +249+1.8% | Added |
| California Public Employees Retirement System | 14,318 | $378.0K | 0.00% | −44,282−75.6% | Reduced |
| First Hawaiian Bank | 14,644 | $386.0K | 0.02% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 15,016 | $396.0K | 0.01% | +15,016 | New |
| First Trust Advisors LP | 15,235 | $402.0K | 0.00% | +969+6.8% | Added |
| Citigroup Inc | 15,639 | $412.0K | 0.00% | +1,799+13.0% | Added |
| Rafferty Asset Management, LLC | 15,714 | $414.0K | 0.00% | +2,453+18.5% | Added |
| UBS Group AG | 15,736 | $415.0K | 0.00% | +1,389+9.7% | Added |
| State Board of Administration of Florida Retirement System | 15,808 | $417.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 16,208 | $427.0K | 0.00% | −567−3.4% | Reduced |
| Deutsche Bank AG | 17,279 | $456.0K | 0.00% | −1,167−6.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 17,591 | $464.0K | 0.00% | −100,749−85.1% | Reduced |
| Insight Advisors, LLC | 18,000 | $481.0K | 0.15% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 18,255 | $481.0K | 0.00% | +18,255 | New |
| Tudor Investment Corp Et Al | 18,337 | $484.0K | 0.01% | +18,337 | New |
| Shell Asset Management Co | 18,839 | $497.0K | 0.01% | +1,020+5.7% | Added |
| Credit Suisse AG | 19,249 | $508.0K | 0.00% | −6,655−25.7% | Reduced |
| Two Sigma Advisers, LP | 19,280 | $508.0K | 0.00% | −5,000−20.6% | Reduced |
| Price T Rowe Associates Inc | 20,273 | $535.0K | 0.00% | +622+3.2% | Added |
| Millennium Management LLC | 20,503 | $541.0K | 0.00% | +20,503 | New |
| SEI Investments Co | 19,885 | $557.0K | 0.00% | +4,595+30.1% | Added |
| Truist Financial Corp | 23,410 | $617.0K | 0.00% | 00.0% | Unchanged |
| Pacific Ridge Capital Partners, LLC | 24,080 | $635.0K | 0.11% | −390−1.6% | Reduced |
| Thrivent Financial for Lutherans | 24,407 | $644.0K | 0.00% | +13,741+128.8% | Added |
| New York State Common Retirement Fund | 26,204 | $691.0K | 0.00% | +235+0.9% | Added |
| Keybank National Association | 27,056 | $713.0K | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 28,517 | $752.0K | 0.00% | +28,517 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 32,129 | $847.0K | 0.00% | +5,300+19.8% | Added |
| STRS Ohio | 32,800 | $864.0K | 0.00% | +3,000+10.1% | Added |
| Girard Partners Ltd. | 33,211 | $875.0K | 0.11% | +2,645+8.7% | Added |
| Morgan Stanley | 33,206 | $876.0K | 0.00% | +24,243+270.5% | Added |
| Prudential Financial Inc | 34,302 | $905.0K | 0.00% | +171+0.5% | Added |
| UBS Asset Management Americas Inc | 35,552 | $937.5K | 0.00% | +4,678+15.2% | Added |
| Ameriprise Financial Inc | 39,005 | $1.03M | 0.00% | −2,176−5.3% | Reduced |
| California State Teachers Retirement System | 39,967 | $1.05M | 0.00% | −3,435−7.9% | Reduced |
| BLB&B Advisors, LLC | 39,961 | $1.05M | 0.08% | +2,912+7.9% | Added |
| First Manhattan Co | 40,225 | $1.06M | 0.00% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 41,776 | $1.10M | 0.12% | +41,776 | New |
| LSV Asset Management | 42,800 | $1.13M | 0.00% | −2,000−4.5% | Reduced |
| Rhumbline Advisers | 43,264 | $1.14M | 0.00% | −4,919−10.2% | Reduced |
| Invesco Ltd. | 44,193 | $1.17M | 0.00% | +4,908+12.5% | Added |
| D. E. Shaw & Co., Inc. | 44,454 | $1.17M | 0.00% | −5,882−11.7% | Reduced |
| IVC Wealth Advisors LLC | 45,542 | $1.20M | 0.84% | 00.0% | Unchanged |
| Citadel Advisors LLC | 47,336 | $1.25M | 0.00% | +9,123+23.9% | Added |
| Barclays PLC | 49,226 | $1.30M | 0.00% | −8,390−14.6% | Reduced |
| Logan Capital Management Inc | 50,427 | $1.33M | 0.06% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 51,566 | $1.36M | 0.53% | +163+0.3% | Added |
| Martingale Asset Management L P | 53,870 | $1.42M | 0.02% | +18,232+51.2% | Added |