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.
Q4 2021 vs. Q3 2021
How the institutions holding Univest Financial Corp changed between Q3 2021 and Q4 2021.
All holders in Q4 2021All holders in Q3 2021
| Measure | Q3 2021 | Of which not filed for Q4 2021 | Q4 2021 | Change |
|---|---|---|---|---|
| Holders | 138 | 1 | 143 | +6 |
| Shares | 21.1M | 2.43K | 21.3M | +226.8K (+1.1%) |
| Value | $577.4M | $66.0K | $637.1M | +$59.8M (+10.4%) |
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.
New holders (14)
Institutions that held Univest Financial Corp at the end of Q4 2021 but not at the end of Q3 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Allspring Global Investments Holdings, LLC | 293,195 | $8.77M | 0.01% |
| Deprince Race & Zollo Inc | 139,586 | $4.18M | 0.11% |
| Assenagon Asset Management S.A. | 95,501 | $2.86M | 0.01% |
| River Oaks Capital LLC | 54,655 | $1.64M | 1.51% |
| Russell Investments Group, Ltd. | 34,939 | $1.04M | 0.00% |
| Cubist Systematic Strategies, LLC | 10,200 | $305.0K | 0.00% |
| HSBC Holdings PLC | 8,157 | $245.0K | 0.00% |
| Canada Pension Plan Investment Board | 8,000 | $239.0K | 0.00% |
| Trust Co of Vermont | 7,004 | $210.0K | 0.01% |
| Blue Bell Private Wealth Management, LLC | 550 | $16.0K | 0.00% |
| Covestor Ltd | 164 | $5.00K | 0.01% |
| CWM, LLC | 89 | $3.00K | 0.00% |
| Meeder Asset Management Inc | 1 | $0 | 0.00% |
| Allworth Financial LP | 16 | $0 | 0.00% |
Sold out (8)
Institutions that held Univest Financial Corp at the end of Q3 2021 and filed for Q4 2021 without it.
| Institution | Shares, Q3 2021 | Value, Q3 2021 |
|---|---|---|
| Bank of Montreal | 231,376 | $6.45M |
| Ategra Capital Management, LLC | 75,716 | $2.07M |
| HRT Financial LP | 13,273 | $363.0K |
| NBT Bank N A | 11,812 | $324.0K |
| Cambridge Investment Research Advisors, Inc. | 10,688 | $293.0K |
| Winton Group Ltd | 8,129 | $223.0K |
| Jacobi Capital Management LLC | 102 | $3.00K |
| Meridian Wealth Partners, LLC | 51 | $1.00K |
Not filed for Q4 2021 yet (1)
Institutions that held Univest Financial Corp at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2021 | Value, Q3 2021 |
|---|---|---|
| Berman Capital Advisors, LLC | 2,433 | $66.0K |