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 |
|---|---|---|---|---|---|
| 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 |
| 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 |
| HSBC Holdings PLC | 8,178 | $221.0K | 0.00% | +21+0.3% | Added |
| Janus Henderson Group PLC | 8,176 | $219.0K | 0.00% | +8,176 | New |
| Arizona State Retirement System | 7,961 | $213.0K | 0.00% | +45+0.6% | Added |
| Keeley-Teton Advisors, LLC | 7,700 | $206.0K | 0.02% | +7,700 | New |
| Hendershot Investments Inc. | 7,679 | $205.0K | 0.03% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,745 | $180.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,900 | $104.0K | 0.00% | +3,000+333.3% | Added |
| Nisa Investment Advisors, LLC | 3,750 | $100.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 3,483 | $93.0K | 0.00% | +3,483 | New |
| Amalgamated Financial Corp. | 3,483 | $93.0K | 0.00% | +3,483 | New |
| Citigroup Inc | 3,212 | $85.0K | 0.00% | −6,558−67.1% | Reduced |
| The PNC Financial Services Group, Inc. | 2,998 | $81.0K | 0.00% | +383+14.6% | Added |
| Great West Life Assurance Co | 2,657 | $75.0K | 0.00% | +395+17.5% | Added |
| Ameritas Investment Partners, Inc. | 2,262 | $61.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,836 | $49.0K | 0.00% | −604,998−99.7% | Reduced |
| New York State Teachers Retirement System | 1,700 | $45.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,608 | $43.0K | 0.00% | −6,099−79.1% | Reduced |
| Quadrant Capital Group LLC | 1,516 | $41.0K | 0.00% | −687−31.2% | Reduced |
| CWM, LLC | 1,380 | $37.0K | 0.00% | +1,291+1,450.6% | Added |
| Allworth Financial LP | 1,249 | $33.0K | 0.00% | +1,233+7,706.3% | Added |
| Captrust Financial Advisors | 1,103 | $30.0K | 0.00% | −37−3.2% | Reduced |
| Kistler-Tiffany Companies, LLC | 1,000 | $27.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 758 | $26.0K | 0.00% | +701+1,229.8% | Added |
| US Bancorp | 850 | $23.0K | 0.00% | −77−8.3% | Reduced |
| Riverview Trust Co | 830 | $22.0K | 0.02% | +830 | New |
| 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 |
| Signaturefd, LLC | 665 | $18.0K | 0.00% | +192+40.6% | Added |
| Costello Asset Management, INC | 650 | $17.0K | 0.01% | −250−27.8% | Reduced |
| Blue Bell Private Wealth Management, LLC | 550 | $15.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 500 | $13.0K | 0.00% | +500 | New |
| 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 |
| Macquarie Group Ltd | 267 | $7.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 273 | $7.00K | 0.00% | +44+19.2% | Added |
| Howe & Rusling Inc | 179 | $5.00K | 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 |
| Glen Eagle Advisors, LLC | 124 | $3.32K | 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 |
| Raffa Wealth Management, LLC | 33 | $883 | 0.00% | 00.0% | Unchanged |
| Prospector Partners LLC | 0 | $0 | 0.00% | −140,750−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −35,464−100.0% | Sold out |
| IndexIQ Advisors LLC | 0 | $0 | 0.00% | −14,771−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −14,155−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −11,399−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −8,131−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Teton Advisors, Inc. | 0 | $0 | 0.00% | −7,700−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −7,355−100.0% | Sold out |
| Trust Co of Vermont | 0 | $0 | 0.00% | −7,004−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −4,364−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −917−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| NEXT Financial Group, Inc | – | – | – | – | Not filed |