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 |
|---|---|---|---|---|---|
| HSBC Holdings PLC | 8,157 | $245.0K | 0.00% | +8,157 | New |
| Oppenheimer & Co Inc | 8,131 | $243.0K | 0.00% | −99−1.2% | Reduced |
| Canada Pension Plan Investment Board | 8,000 | $239.0K | 0.00% | +8,000 | New |
| Arizona State Retirement System | 7,916 | $237.0K | 0.00% | −87−1.1% | Reduced |
| Zebra Capital Management LLC | 7,845 | $235.0K | 0.38% | −2,893−26.9% | Reduced |
| Metropolitan Life Insurance Co | 7,707 | $230.6K | 0.00% | +849+12.4% | Added |
| Teton Advisors, Inc. | 7,700 | $230.0K | 0.03% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 7,679 | $230.0K | 0.03% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 7,355 | $220.0K | 0.00% | −1,418−16.2% | Reduced |
| Trust Co of Vermont | 7,004 | $210.0K | 0.01% | +7,004 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,745 | $202.0K | 0.00% | +3,250+93.0% | Added |
| SG Americas Securities, LLC | 4,364 | $131.0K | 0.00% | −14,316−76.6% | Reduced |
| Nisa Investment Advisors, LLC | 3,750 | $113.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,615 | $77.0K | 0.00% | +159+6.5% | 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 |
| Quadrant Capital Group LLC | 2,203 | $66.0K | 0.01% | +437+24.7% | Added |
| New York State Teachers Retirement System | 1,700 | $51.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 1,140 | $34.0K | 0.00% | +28+2.5% | Added |
| Kistler-Tiffany Companies, LLC | 1,000 | $30.0K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 927 | $28.0K | 0.00% | +32+3.6% | 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 |
| Parallel Advisors, LLC | 749 | $22.0K | 0.00% | +61+8.9% | Added |
| Geneos Wealth Management Inc. | 709 | $21.0K | 0.00% | +5+0.7% | Added |
| Tower Research Capital LLC (TRC) | 588 | $17.0K | 0.00% | −381−39.3% | Reduced |
| Blue Bell Private Wealth Management, LLC | 550 | $16.0K | 0.00% | +550 | New |
| Signaturefd, LLC | 473 | $14.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 421 | $13.0K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 267 | $8.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 229 | $7.00K | 0.00% | −144−38.6% | Reduced |
| 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 |
| Glen Eagle Advisors, LLC | 124 | $3.71K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 89 | $3.00K | 0.00% | +89 | New |
| IFP Advisors, Inc | 57 | $2.00K | 0.00% | +22+62.9% | Added |
| Glassman Wealth Services | 52 | $2.00K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 43 | $1.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 33 | $987 | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1 | $0 | 0.00% | +1 | New |
| Allworth Financial LP | 16 | $0 | 0.00% | +16 | New |
| Bank of Montreal | 0 | $0 | 0.00% | −231,376−100.0% | Sold out |
| Ategra Capital Management, LLC | 0 | $0 | 0.00% | −75,716−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −13,273−100.0% | Sold out |
| NBT Bank N A | 0 | $0 | 0.00% | −11,812−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −10,688−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −8,129−100.0% | Sold out |
| Jacobi Capital Management LLC | 0 | $0 | 0.00% | −102−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Berman Capital Advisors, LLC | – | – | – | – | Not filed |