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 |
|---|---|---|---|---|---|
| Oppenheimer & Co Inc | 8,668 | $229.0K | 0.00% | −2,650−23.4% | Reduced |
| Metropolitan Life Insurance Co | 8,639 | $227.8K | 0.00% | +653+8.2% | Added |
| Winton Group Ltd | 8,109 | $214.0K | 0.01% | −857−9.6% | Reduced |
| Arizona State Retirement System | 7,963 | $210.0K | 0.00% | −557−6.5% | Reduced |
| Algert Global LLC | 7,840 | $207.0K | 0.07% | −350−4.3% | Reduced |
| Teton Advisors, Inc. | 7,700 | $203.0K | 0.03% | +7,700 | New |
| Hendershot Investments Inc. | 7,679 | $202.0K | 0.04% | 00.0% | Unchanged |
| Legal & General Group Plc | 7,388 | $194.0K | 0.00% | −660−8.2% | Reduced |
| Trust Co of Vermont | 7,004 | $185.0K | 0.01% | +7,004 | New |
| Russell Investments Group, Ltd. | 4,826 | $127.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 3,981 | $105.0K | 0.00% | −8,775−68.8% | Reduced |
| Nisa Investment Advisors, LLC | 3,750 | $99.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,577 | $68.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 2,529 | $67.0K | 0.00% | +36+1.4% | 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 |
| Tower Research Capital LLC (TRC) | 1,881 | $50.0K | 0.00% | +684+57.1% | Added |
| Berman Capital Advisors, LLC | 1,467 | $38.0K | 0.01% | +333+29.4% | Added |
| Kistler-Tiffany Companies, LLC | 1,000 | $26.0K | 0.01% | 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 |
| Captrust Financial Advisors | 741 | $20.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 705 | $19.0K | 0.00% | +126+21.8% | Added |
| 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 |
| US Bancorp | 630 | $17.0K | 0.00% | −4,222−87.0% | Reduced |
| Signaturefd, LLC | 411 | $11.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 421 | $11.0K | 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 |
| Howe & Rusling Inc | 210 | $6.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 124 | $3.27K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 102 | $3.00K | 0.00% | +1+1.0% | Added |
| Enterprise Financial Services Corp | 67 | $2.00K | 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 |
| Raffa Wealth Management, LLC | 33 | $870 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 16 | $0 | 0.00% | +12+300.0% | Added |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −21,537−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −13,252−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Cary Street Partners Asset Management LLC | 0 | $0 | 0.00% | −10,833−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −7,841−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −7,709−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −6,140−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −4,884−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −203−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −166−100.0% | Sold out |
| Eaton Vance Management | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Ameritas Investment Company, LLC | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −55−100.0% | Sold out |