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, Q3 2021
Institutional positions in Univest Financial Corp as of Sep 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. Q2 2021
- Shares held
- 21.1M
- +237.4K (+1.1%) vs. Q2 2021
- Total value
- $577.4M
- +$27.4M (+5.0%) vs. Q2 2021
- New holders
- 13
- 45 more added
- Sold out
- 13
- 45 more reduced
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Univest Financial Corp; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raffa Wealth Management, LLC | 33 | $904 | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 43 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 52 | $1.00K | 0.00% | +36+225.0% | Added |
| IFP Advisors, Inc | 35 | $1.00K | 0.00% | +35 | New |
| Meridian Wealth Partners, LLC | 51 | $1.00K | 0.00% | +51 | New |
| Jacobi Capital Management LLC | 102 | $3.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 124 | $3.40K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 166 | $5.00K | 0.00% | −91−35.4% | Reduced |
| Howe & Rusling Inc | 179 | $5.00K | 0.00% | −31−14.8% | Reduced |
| Macquarie Group Ltd | 267 | $7.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 373 | $10.0K | 0.00% | +373 | New |
| TCI Wealth Advisors, Inc. | 421 | $12.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 473 | $13.0K | 0.00% | +62+15.1% | Added |
| Parallel Advisors, LLC | 688 | $19.0K | 0.00% | −17−2.4% | Reduced |
| Geneos Wealth Management Inc. | 704 | $19.0K | 0.00% | +5+0.7% | Added |
| Advisor Group Holdings, Inc. | 823 | $23.0K | 0.00% | −84−9.3% | Reduced |
| Costello Asset Management, INC | 900 | $25.0K | 0.02% | 00.0% | Unchanged |
| US Bancorp | 895 | $25.0K | 0.00% | +265+42.1% | Added |
| Lazard Asset Management LLC | 917 | $25.0K | 0.00% | +917 | New |
| Tower Research Capital LLC (TRC) | 969 | $27.0K | 0.00% | −912−48.5% | Reduced |
| Kistler-Tiffany Companies, LLC | 1,000 | $27.0K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 1,112 | $30.0K | 0.00% | +371+50.1% | Added |
| New York State Teachers Retirement System | 1,700 | $47.0K | 0.00% | +1,700 | New |
| Quadrant Capital Group LLC | 1,766 | $48.0K | 0.01% | +1,101+165.6% | Added |
| Berman Capital Advisors, LLC | 2,433 | $66.0K | 0.01% | +966+65.8% | Added |
| The PNC Financial Services Group, Inc. | 2,456 | $68.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 2,529 | $70.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,577 | $71.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,495 | $96.0K | 0.00% | +3,495 | New |
| Nisa Investment Advisors, LLC | 3,750 | $103.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 5,359 | $147.0K | 0.00% | −10,377−65.9% | Reduced |
| Citigroup Inc | 5,809 | $159.0K | 0.00% | −9,830−62.9% | Reduced |
| Metropolitan Life Insurance Co | 6,858 | $187.8K | 0.00% | −1,781−20.6% | Reduced |
| LPL Financial LLC | 7,476 | $205.0K | 0.00% | +7,476 | New |
| Hendershot Investments Inc. | 7,679 | $210.0K | 0.04% | 00.0% | Unchanged |
| Teton Advisors, Inc. | 7,700 | $211.0K | 0.03% | 00.0% | Unchanged |
| Arizona State Retirement System | 8,003 | $219.0K | 0.00% | +40+0.5% | Added |
| BNP Paribas Arbitrage, SA | 8,071 | $221.1K | 0.00% | +4,090+102.7% | Added |
| Jacobs Levy Equity Management, Inc | 8,093 | $222.0K | 0.00% | +8,093 | New |
| Winton Group Ltd | 8,129 | $223.0K | 0.01% | +20+0.2% | Added |
| Oppenheimer & Co Inc | 8,230 | $225.0K | 0.00% | −438−5.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 8,773 | $240.0K | 0.00% | −3,597−29.1% | Reduced |
| Rafferty Asset Management, LLC | 9,273 | $254.0K | 0.00% | −6,441−41.0% | Reduced |
| Public Employees Retirement Association of Colorado | 9,600 | $263.0K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 10,238 | $280.0K | 0.09% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 10,688 | $293.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 10,742 | $294.0K | 0.00% | +10.0% | Added |
| Zebra Capital Management LLC | 10,738 | $294.0K | 0.36% | +10,738 | New |
| Bernardo Wealth Planning LLC | 10,799 | $295.0K | 0.17% | +167+1.6% | Added |
| Thrivent Financial for Lutherans | 11,751 | $322.0K | 0.00% | −12,656−51.9% | Reduced |
| NBT Bank N A | 11,812 | $324.0K | 0.04% | 00.0% | Unchanged |
| MetLife Investment Management | 12,133 | $332.3K | 0.00% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 12,400 | $340.0K | 0.02% | +12,400 | New |
| Voya Investment Management LLC | 12,499 | $342.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 12,957 | $355.0K | 0.00% | +5,569+75.4% | Added |
| Citadel Advisors LLC | 13,046 | $357.0K | 0.00% | −34,290−72.4% | Reduced |
| Alliancebernstein L.P. | 13,094 | $359.0K | 0.00% | −938−6.7% | Reduced |
| HRT Financial LP | 13,273 | $363.0K | 0.00% | +13,273 | New |
| Virginia Retirement Systems Et Al | 13,800 | $378.0K | 0.00% | −300−2.1% | Reduced |
| Alps Advisors Inc | 13,974 | $383.0K | 0.00% | +13,974 | New |
| First Hawaiian Bank | 14,644 | $401.0K | 0.02% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 15,726 | $431.0K | 0.01% | +1,575+11.1% | Added |
| State Board of Administration of Florida Retirement System | 15,808 | $433.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 15,832 | $434.0K | 0.00% | −376−2.3% | Reduced |
| Deutsche Bank AG | 16,676 | $457.0K | 0.00% | −603−3.5% | Reduced |
| Shell Asset Management Co | 18,059 | $495.0K | 0.01% | −780−4.1% | Reduced |
| Campbell & CO Investment Adviser LLC | 18,527 | $507.0K | 0.17% | +7,100+62.1% | Added |
| SG Americas Securities, LLC | 18,680 | $512.0K | 0.00% | +18,680 | New |
| Price T Rowe Associates Inc | 19,166 | $525.0K | 0.00% | −1,107−5.5% | Reduced |
| Insight Advisors, LLC | 18,000 | $536.0K | 0.16% | 00.0% | Unchanged |
| Algert Global LLC | 20,638 | $565.0K | 0.08% | +12,798+163.2% | Added |
| New York State Common Retirement Fund | 20,700 | $567.0K | 0.00% | −5,504−21.0% | Reduced |
| Credit Suisse AG | 21,950 | $601.0K | 0.00% | +2,701+14.0% | Added |
| SEI Investments Co | 22,990 | $661.0K | 0.00% | +3,105+15.6% | Added |
| Pacific Ridge Capital Partners, LLC | 25,040 | $686.0K | 0.13% | +960+4.0% | Added |
| Keybank National Association | 27,056 | $741.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 27,394 | $750.0K | 0.00% | +9,139+50.1% | Added |
| Girard Partners Ltd. | 28,486 | $780.0K | 0.10% | −4,725−14.2% | Reduced |
| Two Sigma Advisers, LP | 29,580 | $810.0K | 0.00% | +10,300+53.4% | Added |
| American Century Companies Inc | 31,671 | $867.0K | 0.00% | +3,154+11.1% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 32,129 | $880.0K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 32,800 | $898.0K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 33,407 | $915.0K | 0.00% | −895−2.6% | Reduced |
| UBS Asset Management Americas Inc | 35,552 | $973.8K | 0.00% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 36,899 | $1.01M | 0.07% | −3,062−7.7% | Reduced |
| Truist Financial Corp | 37,560 | $1.03M | 0.00% | +14,150+60.4% | Added |
| D. E. Shaw & Co., Inc. | 38,178 | $1.05M | 0.00% | −6,276−14.1% | Reduced |
| California State Teachers Retirement System | 39,829 | $1.09M | 0.00% | −138−0.3% | Reduced |
| First Manhattan Co | 40,225 | $1.10M | 0.00% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 42,366 | $1.16M | 0.13% | +590+1.4% | Added |
| LSV Asset Management | 42,800 | $1.17M | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 42,841 | $1.17M | 0.00% | +3,836+9.8% | Added |
| Morgan Stanley | 43,584 | $1.19M | 0.00% | +10,378+31.3% | Added |
| Rhumbline Advisers | 44,214 | $1.21M | 0.00% | +950+2.2% | Added |
| Martingale Asset Management L P | 44,551 | $1.22M | 0.02% | −9,319−17.3% | Reduced |
| IVC Wealth Advisors LLC | 44,612 | $1.22M | 0.84% | −930−2.0% | Reduced |
| Invesco Ltd. | 47,971 | $1.31M | 0.00% | +3,778+8.5% | Added |
| Logan Capital Management Inc | 50,427 | $1.38M | 0.06% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 51,575 | $1.41M | 0.51% | +90.0% | Added |
| Barclays PLC | 53,584 | $1.47M | 0.00% | +4,358+8.9% | Added |