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 |
|---|---|---|---|---|---|
| Trust Co of Vermont | 7,004 | $178.0K | 0.01% | +7,004 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,745 | $172.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 4,915 | $125.0K | 0.00% | −5,849−54.3% | Reduced |
| Wells Fargo & Company | 4,192 | $107.0K | 0.00% | −24,619−85.5% | Reduced |
| Citigroup Inc | 3,948 | $100.0K | 0.00% | +736+22.9% | Added |
| Nisa Investment Advisors, LLC | 3,750 | $95.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 3,673 | $93.0K | 0.00% | +190+5.5% | Added |
| The PNC Financial Services Group, Inc. | 3,093 | $77.0K | 0.00% | +95+3.2% | Added |
| Advisor Group Holdings, Inc. | 2,840 | $73.0K | 0.00% | −1,060−27.2% | Reduced |
| Great West Life Assurance Co | 2,513 | $64.0K | 0.00% | −144−5.4% | Reduced |
| Ameritas Investment Partners, Inc. | 2,262 | $57.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,608 | $40.9K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 1,200 | $31.0K | 0.01% | +800+200.0% | Added |
| Tower Research Capital LLC (TRC) | 1,157 | $29.0K | 0.00% | +749+183.6% | Added |
| Captrust Financial Advisors | 1,100 | $28.0K | 0.00% | −3−0.3% | Reduced |
| Quadrant Capital Group LLC | 1,056 | $27.0K | 0.00% | −460−30.3% | Reduced |
| Kistler-Tiffany Companies, LLC | 1,000 | $25.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 701 | $24.0K | 0.00% | −57−7.5% | Reduced |
| Signaturefd, LLC | 839 | $21.0K | 0.00% | +174+26.2% | Added |
| Geneos Wealth Management Inc. | 720 | $18.0K | 0.00% | +6+0.8% | Added |
| Costello Asset Management, INC | 650 | $17.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 618 | $16.0K | 0.00% | −86−12.2% | Reduced |
| US Bancorp | 584 | $15.0K | 0.00% | −266−31.3% | Reduced |
| Blue Bell Private Wealth Management, LLC | 550 | $14.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 421 | $11.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 364 | $9.00K | 0.00% | +310+574.1% | Added |
| Macquarie Group Ltd | 267 | $7.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Howe & Rusling Inc | 162 | $4.00K | 0.00% | −17−9.5% | Reduced |
| Glen Eagle Advisors, LLC | 124 | $3.15K | 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 |
| Raffa Wealth Management, LLC | 33 | $840 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 8 | $0 | 0.00% | −1,241−99.4% | Reduced |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −168,900−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −40,206−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −12,973−100.0% | Sold out |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −10,274−100.0% | Sold out |
| Rafferty Asset Management, LLC | 0 | $0 | 0.00% | −9,547−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −8,660−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −8,178−100.0% | Sold out |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −8,176−100.0% | Sold out |
| Keeley-Teton Advisors, LLC | 0 | $0 | 0.00% | −7,700−100.0% | Sold out |
| New York State Teachers Retirement System | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −830−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −166−100.0% | Sold out |
| TCWP LLC | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| Virginia Retirement Systems Et Al | – | – | – | – | Not filed |
| Amalgamated Financial Corp. | – | – | – | – | Not filed |