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 |
|---|---|---|---|---|---|
| BNP Paribas Arbitrage, SA | 8,071 | $221.1K | 0.00% | +4,090+102.7% | Added |
| Arizona State Retirement System | 8,003 | $219.0K | 0.00% | +40+0.5% | Added |
| Teton Advisors, Inc. | 7,700 | $211.0K | 0.03% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 7,679 | $210.0K | 0.04% | 00.0% | Unchanged |
| LPL Financial LLC | 7,476 | $205.0K | 0.00% | +7,476 | New |
| Metropolitan Life Insurance Co | 6,858 | $187.8K | 0.00% | −1,781−20.6% | Reduced |
| Citigroup Inc | 5,809 | $159.0K | 0.00% | −9,830−62.9% | Reduced |
| UBS Group AG | 5,359 | $147.0K | 0.00% | −10,377−65.9% | Reduced |
| Nisa Investment Advisors, LLC | 3,750 | $103.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,495 | $96.0K | 0.00% | +3,495 | New |
| Ameritas Investment Partners, Inc. | 2,577 | $71.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 2,529 | $70.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,456 | $68.0K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 2,433 | $66.0K | 0.01% | +966+65.8% | Added |
| Quadrant Capital Group LLC | 1,766 | $48.0K | 0.01% | +1,101+165.6% | Added |
| New York State Teachers Retirement System | 1,700 | $47.0K | 0.00% | +1,700 | New |
| Captrust Financial Advisors | 1,112 | $30.0K | 0.00% | +371+50.1% | Added |
| 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 |
| 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 |
| Advisor Group Holdings, Inc. | 823 | $23.0K | 0.00% | −84−9.3% | Reduced |
| 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 |
| Signaturefd, LLC | 473 | $13.0K | 0.00% | +62+15.1% | Added |
| TCI Wealth Advisors, Inc. | 421 | $12.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 373 | $10.0K | 0.00% | +373 | New |
| Macquarie Group Ltd | 267 | $7.00K | 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 |
| Glen Eagle Advisors, LLC | 124 | $3.40K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 102 | $3.00K | 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 |
| Raffa Wealth Management, LLC | 33 | $904 | 0.00% | 00.0% | Unchanged |
| Banc Funds Co LLC | 0 | $0 | 0.00% | −66,952−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −20,503−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −18,337−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −17,591−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −15,016−100.0% | Sold out |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −14,318−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −10,615−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −10,211−100.0% | Sold out |
| Trust Co of Vermont | 0 | $0 | 0.00% | −7,004−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −4,826−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Enterprise Financial Services Corp | 0 | $0 | 0.00% | −67−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |