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, Q4 2021
Institutional positions in Univest Financial Corp as of Dec 31, 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
- 143
- +6 vs. Q3 2021
- Shares held
- 21.3M
- +226.8K (+1.1%) vs. Q3 2021
- Total value
- $637.1M
- +$59.8M (+10.4%) vs. Q3 2021
- New holders
- 14
- 51 more added
- Sold out
- 8
- 47 more reduced
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Univest Financial Corp; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Meeder Asset Management Inc | 1 | $0 | 0.00% | +1 | New |
| Allworth Financial LP | 16 | $0 | 0.00% | +16 | New |
| Raffa Wealth Management, LLC | 33 | $987 | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 43 | $1.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 57 | $2.00K | 0.00% | +22+62.9% | Added |
| Glassman Wealth Services | 52 | $2.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 89 | $3.00K | 0.00% | +89 | New |
| Glen Eagle Advisors, LLC | 124 | $3.71K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 179 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 166 | $5.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 164 | $5.00K | 0.01% | +164 | New |
| Manchester Capital Management LLC | 229 | $7.00K | 0.00% | −144−38.6% | Reduced |
| Macquarie Group Ltd | 267 | $8.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 421 | $13.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 473 | $14.0K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 550 | $16.0K | 0.00% | +550 | New |
| Tower Research Capital LLC (TRC) | 588 | $17.0K | 0.00% | −381−39.3% | Reduced |
| Geneos Wealth Management Inc. | 709 | $21.0K | 0.00% | +5+0.7% | Added |
| Parallel Advisors, LLC | 749 | $22.0K | 0.00% | +61+8.9% | Added |
| Lazard Asset Management LLC | 917 | $27.0K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 900 | $27.0K | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 900 | $27.0K | 0.00% | +77+9.4% | Added |
| US Bancorp | 927 | $28.0K | 0.00% | +32+3.6% | Added |
| Kistler-Tiffany Companies, LLC | 1,000 | $30.0K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 1,140 | $34.0K | 0.00% | +28+2.5% | Added |
| New York State Teachers Retirement System | 1,700 | $51.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,203 | $66.0K | 0.01% | +437+24.7% | Added |
| Ameritas Investment Partners, Inc. | 2,262 | $68.0K | 0.00% | −315−12.2% | Reduced |
| Great West Life Assurance Co | 2,262 | $68.0K | 0.00% | −267−10.6% | Reduced |
| The PNC Financial Services Group, Inc. | 2,615 | $77.0K | 0.00% | +159+6.5% | Added |
| Nisa Investment Advisors, LLC | 3,750 | $113.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 4,364 | $131.0K | 0.00% | −14,316−76.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,745 | $202.0K | 0.00% | +3,250+93.0% | Added |
| Trust Co of Vermont | 7,004 | $210.0K | 0.01% | +7,004 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 7,355 | $220.0K | 0.00% | −1,418−16.2% | Reduced |
| Teton Advisors, Inc. | 7,700 | $230.0K | 0.03% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 7,679 | $230.0K | 0.03% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 7,707 | $230.6K | 0.00% | +849+12.4% | Added |
| Zebra Capital Management LLC | 7,845 | $235.0K | 0.38% | −2,893−26.9% | Reduced |
| Arizona State Retirement System | 7,916 | $237.0K | 0.00% | −87−1.1% | Reduced |
| Canada Pension Plan Investment Board | 8,000 | $239.0K | 0.00% | +8,000 | New |
| Oppenheimer & Co Inc | 8,131 | $243.0K | 0.00% | −99−1.2% | Reduced |
| HSBC Holdings PLC | 8,157 | $245.0K | 0.00% | +8,157 | New |
| Rafferty Asset Management, LLC | 8,947 | $268.0K | 0.00% | −326−3.5% | Reduced |
| MetLife Investment Management | 9,428 | $282.1K | 0.00% | −2,705−22.3% | Reduced |
| Public Employees Retirement Association of Colorado | 9,600 | $287.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 9,770 | $292.0K | 0.00% | +3,961+68.2% | Added |
| Cubist Systematic Strategies, LLC | 10,200 | $305.0K | 0.00% | +10,200 | New |
| Cary Street Partner Investment Advisory LLC | 10,238 | $306.0K | 0.08% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 10,274 | $307.0K | 0.00% | −1,477−12.6% | Reduced |
| Jacobs Levy Equity Management, Inc | 10,566 | $316.0K | 0.00% | +2,473+30.6% | Added |
| Commonwealth Equity Services, LLC | 10,742 | $321.0K | 0.00% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 11,399 | $341.0K | 0.12% | −7,128−38.5% | Reduced |
| Alliancebernstein L.P. | 12,216 | $366.0K | 0.00% | −878−6.7% | Reduced |
| Voya Investment Management LLC | 12,755 | $382.0K | 0.00% | +256+2.0% | Added |
| Legal & General Group Plc | 12,957 | $388.0K | 0.00% | 00.0% | Unchanged |
| Martingale Asset Management L P | 13,036 | $391.0K | 0.01% | −31,515−70.7% | Reduced |
| Bernardo Wealth Planning LLC | 13,112 | $392.0K | 0.19% | +2,313+21.4% | Added |
| Citadel Advisors LLC | 13,217 | $395.0K | 0.00% | +171+1.3% | Added |
| Alps Advisors Inc | 14,155 | $424.0K | 0.00% | +181+1.3% | Added |
| Truist Financial Corp | 14,375 | $430.0K | 0.00% | −23,185−61.7% | Reduced |
| Virginia Retirement Systems Et Al | 14,600 | $437.0K | 0.00% | +800+5.8% | Added |
| First Hawaiian Bank | 14,644 | $438.0K | 0.01% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 14,771 | $442.0K | 0.01% | −955−6.1% | Reduced |
| LPL Financial LLC | 14,844 | $444.0K | 0.00% | +7,368+98.6% | Added |
| American International Group, Inc. | 15,372 | $460.0K | 0.00% | −460−2.9% | Reduced |
| Prelude Capital Management, LLC | 16,700 | $500.0K | 0.02% | +4,300+34.7% | Added |
| Algert Global LLC | 16,740 | $501.0K | 0.06% | −3,898−18.9% | Reduced |
| Deutsche Bank AG | 17,564 | $526.0K | 0.00% | +888+5.3% | Added |
| Insight Advisors, LLC | 18,000 | $539.0K | 0.16% | 00.0% | Unchanged |
| UBS Group AG | 18,009 | $539.0K | 0.00% | +12,650+236.1% | Added |
| BNP Paribas Arbitrage, SA | 18,482 | $553.0K | 0.00% | +10,411+129.0% | Added |
| Shell Asset Management Co | 18,537 | $555.0K | 0.01% | +478+2.6% | Added |
| Price T Rowe Associates Inc | 18,624 | $557.0K | 0.00% | −542−2.8% | Reduced |
| New York State Common Retirement Fund | 20,714 | $620.0K | 0.00% | +14+0.1% | Added |
| State Board of Administration of Florida Retirement System | 22,336 | $668.0K | 0.00% | +6,528+41.3% | Added |
| Keybank National Association | 22,494 | $673.0K | 0.00% | −4,562−16.9% | Reduced |
| Credit Suisse AG | 24,114 | $722.0K | 0.00% | +2,164+9.9% | Added |
| Pacific Ridge Capital Partners, LLC | 25,040 | $749.0K | 0.13% | 00.0% | Unchanged |
| Girard Partners Ltd. | 27,044 | $809.0K | 0.09% | −1,442−5.1% | Reduced |
| STRS Ohio | 30,100 | $900.0K | 0.00% | −2,700−8.2% | Reduced |
| SEI Investments Co | 29,031 | $909.0K | 0.00% | +6,041+26.3% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 32,129 | $961.0K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 32,511 | $973.0K | 0.00% | −896−2.7% | Reduced |
| Russell Investments Group, Ltd. | 34,939 | $1.04M | 0.00% | +34,939 | New |
| Cornercap Investment Counsel Inc | 35,464 | $1.06M | 0.15% | −6,902−16.3% | Reduced |
| UBS Asset Management Americas Inc | 35,552 | $1.06M | 0.00% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 36,549 | $1.09M | 0.07% | −350−0.9% | Reduced |
| Two Sigma Investments, LP | 37,850 | $1.13M | 0.00% | +10,456+38.2% | Added |
| JPMorgan Chase & Co | 39,963 | $1.20M | 0.00% | −30,288−43.1% | Reduced |
| American Century Companies Inc | 40,113 | $1.20M | 0.00% | +8,442+26.7% | Added |
| First Manhattan Co | 40,225 | $1.20M | 0.00% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 40,612 | $1.22M | 0.78% | −4,000−9.0% | Reduced |
| California State Teachers Retirement System | 40,766 | $1.22M | 0.00% | +937+2.4% | Added |
| Wells Fargo & Company | 40,809 | $1.22M | 0.00% | −264,591−86.6% | Reduced |
| D. E. Shaw & Co., Inc. | 41,074 | $1.23M | 0.00% | +2,896+7.6% | Added |
| LSV Asset Management | 41,400 | $1.24M | 0.00% | −1,400−3.3% | Reduced |
| Invesco Ltd. | 43,509 | $1.30M | 0.00% | −4,462−9.3% | Reduced |
| Rhumbline Advisers | 43,790 | $1.31M | 0.00% | −424−1.0% | Reduced |
| Logan Capital Management Inc | 50,427 | $1.51M | 0.07% | 00.0% | Unchanged |