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, Q1 2022
Institutional positions in Univest Financial Corp as of Mar 31, 2022. 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
- 148
- +6 vs. Q4 2021
- Shares held
- 21.5M
- +160.2K (+0.8%) vs. Q4 2021
- Total value
- $574.7M
- −$62.4M (−9.8%) vs. Q4 2021
- New holders
- 19
- 52 more added
- Sold out
- 13
- 45 more reduced
1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Univest Financial Corp; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raffa Wealth Management, LLC | 33 | $883 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 52 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 54 | $1.00K | 0.00% | +54 | New |
| TCWP LLC | 66 | $1.00K | 0.00% | +66 | New |
| Glen Eagle Advisors, LLC | 124 | $3.32K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 166 | $4.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 156 | $4.00K | 0.00% | −8−4.9% | Reduced |
| Howe & Rusling Inc | 179 | $5.00K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 267 | $7.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 273 | $7.00K | 0.00% | +44+19.2% | Added |
| Tower Research Capital LLC (TRC) | 408 | $11.0K | 0.00% | −180−30.6% | Reduced |
| TCI Wealth Advisors, Inc. | 421 | $11.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 400 | $11.0K | 0.02% | +400 | New |
| Quantbot Technologies LP | 500 | $13.0K | 0.00% | +500 | New |
| Blue Bell Private Wealth Management, LLC | 550 | $15.0K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 650 | $17.0K | 0.01% | −250−27.8% | Reduced |
| Signaturefd, LLC | 665 | $18.0K | 0.00% | +192+40.6% | Added |
| Parallel Advisors, LLC | 704 | $19.0K | 0.00% | −45−6.0% | Reduced |
| Geneos Wealth Management Inc. | 714 | $19.0K | 0.00% | +5+0.7% | Added |
| Riverview Trust Co | 830 | $22.0K | 0.02% | +830 | New |
| US Bancorp | 850 | $23.0K | 0.00% | −77−8.3% | Reduced |
| IFP Advisors, Inc | 758 | $26.0K | 0.00% | +701+1,229.8% | Added |
| Kistler-Tiffany Companies, LLC | 1,000 | $27.0K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 1,103 | $30.0K | 0.00% | −37−3.2% | Reduced |
| Allworth Financial LP | 1,249 | $33.0K | 0.00% | +1,233+7,706.3% | Added |
| CWM, LLC | 1,380 | $37.0K | 0.00% | +1,291+1,450.6% | Added |
| Quadrant Capital Group LLC | 1,516 | $41.0K | 0.00% | −687−31.2% | Reduced |
| Metropolitan Life Insurance Co | 1,608 | $43.0K | 0.00% | −6,099−79.1% | Reduced |
| New York State Teachers Retirement System | 1,700 | $45.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,836 | $49.0K | 0.00% | −604,998−99.7% | Reduced |
| Ameritas Investment Partners, Inc. | 2,262 | $61.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 2,657 | $75.0K | 0.00% | +395+17.5% | Added |
| The PNC Financial Services Group, Inc. | 2,998 | $81.0K | 0.00% | +383+14.6% | Added |
| Citigroup Inc | 3,212 | $85.0K | 0.00% | −6,558−67.1% | Reduced |
| Amalgamated Bank | 3,483 | $93.0K | 0.00% | +3,483 | New |
| Amalgamated Financial Corp. | 3,483 | $93.0K | 0.00% | +3,483 | New |
| Nisa Investment Advisors, LLC | 3,750 | $100.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,900 | $104.0K | 0.00% | +3,000+333.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,745 | $180.0K | 0.00% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 7,679 | $205.0K | 0.03% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 7,700 | $206.0K | 0.02% | +7,700 | New |
| Arizona State Retirement System | 7,961 | $213.0K | 0.00% | +45+0.6% | Added |
| Janus Henderson Group PLC | 8,176 | $219.0K | 0.00% | +8,176 | New |
| HSBC Holdings PLC | 8,178 | $221.0K | 0.00% | +21+0.3% | Added |
| Dynamic Technology Lab Private Ltd | 8,660 | $232.0K | 0.03% | +8,660 | New |
| Snowden Capital Advisors LLC | 8,703 | $232.0K | 0.01% | +8,703 | New |
| Jacobs Levy Equity Management, Inc | 9,544 | $255.0K | 0.00% | −1,022−9.7% | Reduced |
| Rafferty Asset Management, LLC | 9,547 | $255.0K | 0.00% | +600+6.7% | Added |
| Public Employees Retirement Association of Colorado | 9,600 | $257.0K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 10,238 | $274.0K | 0.08% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 10,274 | $275.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 10,743 | $287.0K | 0.00% | +10.0% | Added |
| UBS Group AG | 10,764 | $288.0K | 0.00% | −7,245−40.2% | Reduced |
| Zebra Capital Management LLC | 10,973 | $294.0K | 0.68% | +3,128+39.9% | Added |
| Voya Investment Management LLC | 12,489 | $334.0K | 0.00% | −266−2.1% | Reduced |
| Legal & General Group Plc | 12,957 | $347.0K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 12,973 | $347.0K | 0.00% | +12,973 | New |
| Alberta Investment Management Corp | 13,725 | $367.0K | 0.00% | +13,725 | New |
| Raymond James & Associates | 13,792 | $369.0K | 0.00% | +13,792 | New |
| Bernardo Wealth Planning LLC | 14,100 | $377.0K | 0.19% | +988+7.5% | Added |
| American International Group, Inc. | 14,361 | $384.0K | 0.00% | −1,011−6.6% | Reduced |
| Truist Financial Corp | 14,375 | $385.0K | 0.00% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 14,600 | $391.0K | 0.00% | 00.0% | Unchanged |
| First Hawaiian Bank | 14,644 | $392.0K | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 14,844 | $397.0K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 15,049 | $402.7K | 0.00% | +5,621+59.6% | Added |
| Deutsche Bank AG | 15,706 | $420.0K | 0.00% | −1,858−10.6% | Reduced |
| Insight Advisors, LLC | 16,000 | $428.0K | 0.13% | −2,000−11.1% | Reduced |
| Shell Asset Management Co | 16,146 | $432.0K | 0.01% | −2,391−12.9% | Reduced |
| Tudor Investment Corp Et Al | 16,215 | $434.0K | 0.01% | +16,215 | New |
| BNP Paribas Arbitrage, SA | 16,695 | $446.8K | 0.00% | −1,787−9.7% | Reduced |
| Algert Global LLC | 18,740 | $501.0K | 0.03% | +2,000+11.9% | Added |
| Lindenwold Advisors | 19,685 | $527.0K | 0.32% | +19,685 | New |
| New York State Common Retirement Fund | 20,737 | $555.0K | 0.00% | +23+0.1% | Added |
| Martingale Asset Management L P | 20,834 | $559.0K | 0.01% | +7,798+59.8% | Added |
| Prelude Capital Management, LLC | 20,975 | $561.0K | 0.03% | +4,275+25.6% | Added |
| Keybank National Association | 22,347 | $598.0K | 0.00% | −147−0.7% | Reduced |
| State Board of Administration of Florida Retirement System | 22,336 | $598.0K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 24,269 | $650.0K | 0.00% | −15,694−39.3% | Reduced |
| Pacific Ridge Capital Partners, LLC | 25,040 | $670.0K | 0.13% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 25,094 | $672.0K | 0.00% | +6,470+34.7% | Added |
| Alliancebernstein L.P. | 25,716 | $688.0K | 0.00% | +13,500+110.5% | Added |
| Brandywine Global Investment Management, LLC | 26,445 | $708.0K | 0.01% | +26,445 | New |
| Girard Partners Ltd. | 27,052 | $723.0K | 0.08% | +80.0% | Added |
| Credit Suisse AG | 28,513 | $762.0K | 0.00% | +4,399+18.2% | Added |
| STRS Ohio | 28,700 | $768.0K | 0.00% | −1,400−4.7% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 28,729 | $769.0K | 0.00% | −3,400−10.6% | Reduced |
| Wells Fargo & Company | 28,811 | $771.0K | 0.00% | −11,998−29.4% | Reduced |
| Prudential Financial Inc | 30,799 | $825.0K | 0.00% | −1,712−5.3% | Reduced |
| Cubist Systematic Strategies, LLC | 32,156 | $860.0K | 0.01% | +21,956+215.3% | Added |
| Russell Investments Group, Ltd. | 32,746 | $874.0K | 0.00% | −2,193−6.3% | Reduced |
| LSV Asset Management | 34,600 | $926.0K | 0.00% | −6,800−16.4% | Reduced |
| BLB&B Advisors, LLC | 34,758 | $930.0K | 0.06% | −1,791−4.9% | Reduced |
| UBS Asset Management Americas Inc | 35,552 | $951.4K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 37,380 | $1.00M | 0.00% | −3,386−8.3% | Reduced |
| First Manhattan Co | 40,225 | $1.08M | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 40,206 | $1.08M | 0.00% | +26,989+204.2% | Added |
| Rhumbline Advisers | 40,290 | $1.08M | 0.00% | −3,500−8.0% | Reduced |
| IVC Wealth Advisors LLC | 40,612 | $1.09M | 0.71% | 00.0% | Unchanged |
| SEI Investments Co | 39,030 | $1.10M | 0.00% | +9,999+34.4% | Added |