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, Q2 2022
Institutional positions in Univest Financial Corp as of Jun 30, 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
- 138
- −7 vs. Q1 2022
- Shares held
- 21.3M
- +115.2K (+0.5%) vs. Q1 2022
- Total value
- $542.1M
- −$25.3M (−4.5%) vs. Q1 2022
- New holders
- 7
- 46 more added
- Sold out
- 14
- 56 more reduced
3 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Univest Financial Corp; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Allworth Financial LP | 8 | $0 | 0.00% | −1,241−99.4% | Reduced |
| Raffa Wealth Management, LLC | 33 | $840 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 54 | $1.00K | 0.00% | −219−80.2% | Reduced |
| Glassman Wealth Services | 24 | $1.00K | 0.00% | −28−53.8% | Reduced |
| First Horizon Advisors, Inc. | 35 | $1.00K | 0.00% | +35 | New |
| Fieldpoint Private Securities, LLC | 25 | $1.00K | 0.00% | +25 | New |
| Glen Eagle Advisors, LLC | 124 | $3.15K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 162 | $4.00K | 0.00% | −17−9.5% | Reduced |
| Royal Bank of Canada | 211 | $5.00K | 0.00% | −1,625−88.5% | Reduced |
| CWM, LLC | 197 | $5.00K | 0.00% | −1,183−85.7% | Reduced |
| Covestor Ltd | 197 | $5.00K | 0.00% | +41+26.3% | Added |
| Macquarie Group Ltd | 267 | $7.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 364 | $9.00K | 0.00% | +310+574.1% | Added |
| TCI Wealth Advisors, Inc. | 421 | $11.0K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 550 | $14.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 584 | $15.0K | 0.00% | −266−31.3% | Reduced |
| Parallel Advisors, LLC | 618 | $16.0K | 0.00% | −86−12.2% | Reduced |
| Costello Asset Management, INC | 650 | $17.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 720 | $18.0K | 0.00% | +6+0.8% | Added |
| Signaturefd, LLC | 839 | $21.0K | 0.00% | +174+26.2% | Added |
| IFP Advisors, Inc | 701 | $24.0K | 0.00% | −57−7.5% | Reduced |
| Kistler-Tiffany Companies, LLC | 1,000 | $25.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,056 | $27.0K | 0.00% | −460−30.3% | Reduced |
| Captrust Financial Advisors | 1,100 | $28.0K | 0.00% | −3−0.3% | Reduced |
| Tower Research Capital LLC (TRC) | 1,157 | $29.0K | 0.00% | +749+183.6% | Added |
| Aquatic Capital Management LLC | 1,200 | $31.0K | 0.01% | +800+200.0% | Added |
| Metropolitan Life Insurance Co | 1,608 | $40.9K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,262 | $57.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 2,513 | $64.0K | 0.00% | −144−5.4% | Reduced |
| Advisor Group Holdings, Inc. | 2,840 | $73.0K | 0.00% | −1,060−27.2% | Reduced |
| The PNC Financial Services Group, Inc. | 3,093 | $77.0K | 0.00% | +95+3.2% | Added |
| Amalgamated Bank | 3,673 | $93.0K | 0.00% | +190+5.5% | Added |
| Nisa Investment Advisors, LLC | 3,750 | $95.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 3,948 | $100.0K | 0.00% | +736+22.9% | Added |
| Wells Fargo & Company | 4,192 | $107.0K | 0.00% | −24,619−85.5% | Reduced |
| UBS Group AG | 4,915 | $125.0K | 0.00% | −5,849−54.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,745 | $172.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 7,004 | $178.0K | 0.01% | +7,004 | New |
| Hendershot Investments Inc. | 7,679 | $195.0K | 0.03% | 00.0% | Unchanged |
| Arizona State Retirement System | 7,995 | $203.0K | 0.00% | +34+0.4% | Added |
| SG Americas Securities, LLC | 8,560 | $218.0K | 0.00% | +8,560 | New |
| Snowden Capital Advisors LLC | 8,668 | $220.0K | 0.01% | −35−0.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 9,013 | $229.0K | 0.00% | −531−5.6% | Reduced |
| Public Employees Retirement Association of Colorado | 9,600 | $244.0K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 10,238 | $260.0K | 0.02% | 00.0% | Unchanged |
| Zebra Capital Management LLC | 10,692 | $273.0K | 0.80% | −281−2.6% | Reduced |
| Commonwealth Equity Services, LLC | 10,744 | $273.0K | 0.00% | +10.0% | Added |
| Gyon Technologies Capital Management, LP | 11,579 | $295.0K | 0.08% | +11,579 | New |
| BNP Paribas Arbitrage, SA | 12,433 | $316.3K | 0.00% | −4,262−25.5% | Reduced |
| Voya Investment Management LLC | 12,489 | $318.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 13,472 | $343.0K | 0.00% | +515+4.0% | Added |
| American International Group, Inc. | 13,655 | $347.0K | 0.00% | −706−4.9% | Reduced |
| Deutsche Bank AG | 13,720 | $349.0K | 0.00% | −1,986−12.6% | Reduced |
| Bernardo Wealth Planning LLC | 14,116 | $359.0K | 0.21% | +16+0.1% | Added |
| Raymond James & Associates | 14,156 | $360.0K | 0.00% | +364+2.6% | Added |
| Truist Financial Corp | 14,375 | $366.0K | 0.00% | 00.0% | Unchanged |
| First Hawaiian Bank | 14,644 | $373.0K | 0.01% | 00.0% | Unchanged |
| MetLife Investment Management | 15,049 | $382.8K | 0.00% | 00.0% | Unchanged |
| Insight Advisors, LLC | 16,000 | $403.0K | 0.14% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 16,035 | $408.0K | 0.00% | +2,310+16.8% | Added |
| Shell Asset Management Co | 16,172 | $411.0K | 0.01% | +26+0.2% | Added |
| D. E. Shaw & Co., Inc. | 16,455 | $419.0K | 0.00% | −26,477−61.7% | Reduced |
| LPL Financial LLC | 17,056 | $434.0K | 0.00% | +2,212+14.9% | Added |
| Cubist Systematic Strategies, LLC | 17,926 | $456.0K | 0.00% | −14,230−44.3% | Reduced |
| Prelude Capital Management, LLC | 18,303 | $466.0K | 0.02% | −2,672−12.7% | Reduced |
| JPMorgan Chase & Co | 18,973 | $482.0K | 0.00% | −5,296−21.8% | Reduced |
| Lindenwold Advisors | 19,685 | $501.0K | 0.36% | 00.0% | Unchanged |
| Algert Global LLC | 19,850 | $505.0K | 0.04% | +1,110+5.9% | Added |
| Cornercap Investment Counsel Inc | 20,465 | $521.0K | 0.09% | +20,465 | New |
| New York State Common Retirement Fund | 20,665 | $526.0K | 0.00% | −72−0.3% | Reduced |
| Keybank National Association | 22,281 | $567.0K | 0.00% | −66−0.3% | Reduced |
| State Board of Administration of Florida Retirement System | 22,336 | $568.0K | 0.00% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 23,903 | $608.0K | 0.02% | +7,688+47.4% | Added |
| Pacific Ridge Capital Partners, LLC | 24,860 | $632.0K | 0.15% | −180−0.7% | Reduced |
| Millennium Management LLC | 24,984 | $636.0K | 0.00% | −38,661−60.7% | Reduced |
| Price T Rowe Associates Inc | 25,346 | $645.0K | 0.00% | +252+1.0% | Added |
| Alliancebernstein L.P. | 25,716 | $654.0K | 0.00% | 00.0% | Unchanged |
| Credit Suisse AG | 26,061 | $662.0K | 0.00% | −2,452−8.6% | Reduced |
| Brandywine Global Investment Management, LLC | 26,342 | $670.0K | 0.01% | −103−0.4% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 26,829 | $683.0K | 0.00% | −1,900−6.6% | Reduced |
| STRS Ohio | 27,200 | $691.0K | 0.00% | −1,500−5.2% | Reduced |
| Girard Partners Ltd. | 28,261 | $718.0K | 0.09% | +1,209+4.5% | Added |
| Barclays PLC | 33,547 | $853.0K | 0.00% | −16,820−33.4% | Reduced |
| BLB&B Advisors, LLC | 34,758 | $884.0K | 0.07% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 35,552 | $904.4K | 0.00% | 00.0% | Unchanged |
| LSV Asset Management | 36,500 | $929.0K | 0.00% | +1,900+5.5% | Added |
| SEI Investments Co | 35,270 | $945.0K | 0.00% | −3,760−9.6% | Reduced |
| IVC Wealth Advisors LLC | 37,476 | $953.0K | 0.74% | −3,136−7.7% | Reduced |
| California State Teachers Retirement System | 37,599 | $957.0K | 0.00% | +219+0.6% | Added |
| First Manhattan Co | 40,225 | $1.02M | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 43,628 | $1.11M | 0.00% | +3,338+8.3% | Added |
| Russell Investments Group, Ltd. | 46,085 | $1.17M | 0.00% | +13,339+40.7% | Added |
| River Oaks Capital LLC | 48,820 | $1.24M | 1.33% | 00.0% | Unchanged |
| Logan Capital Management Inc | 50,427 | $1.28M | 0.07% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 51,829 | $1.32M | 0.38% | +95+0.2% | Added |
| Martingale Asset Management L P | 52,656 | $1.34M | 0.02% | +31,822+152.7% | Added |
| Invesco Ltd. | 53,815 | $1.37M | 0.00% | +11,032+25.8% | Added |
| Los Angeles Capital Management LLC | 56,107 | $1.43M | 0.01% | −1,290−2.2% | Reduced |
| First Trust Advisors LP | 56,708 | $1.44M | 0.00% | −3,562−5.9% | Reduced |
| Stifel Financial Corp | 58,465 | $1.49M | 0.00% | 00.0% | Unchanged |