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, Q3 2022
Institutional positions in Univest Financial Corp as of Sep 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
- 142
- +5 vs. Q2 2022
- Shares held
- 21.1M
- −169.1K (−0.8%) vs. Q2 2022
- Total value
- $496.4M
- −$45.7M (−8.4%) vs. Q2 2022
- New holders
- 15
- 44 more added
- Sold out
- 10
- 51 more reduced
1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Univest Financial Corp; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 4 | $0 | 0.00% | +4 | New |
| Raffa Wealth Management, LLC | 33 | $775 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 46 | $1.00K | 0.00% | −318−87.4% | Reduced |
| Covestor Ltd | 62 | $1.00K | 0.00% | −135−68.5% | Reduced |
| First Horizon Advisors, Inc. | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 55 | $1.00K | 0.00% | +47+587.5% | Added |
| Huntington National Bank | 49 | $1.00K | 0.00% | +49 | New |
| Meeder Asset Management Inc | 49 | $1.00K | 0.00% | +49 | New |
| Glen Eagle Advisors, LLC | 124 | $2.91K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 159 | $4.00K | 0.00% | −38−19.3% | Reduced |
| Howe & Rusling Inc | 162 | $4.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 202 | $5.00K | 0.00% | +148+274.1% | Added |
| Macquarie Group Ltd | 0 | $6.00K | 0.00% | −267−100.0% | Reduced |
| TCI Wealth Advisors, Inc. | 421 | $10.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 480 | $11.0K | 0.00% | −104−17.8% | Reduced |
| Royal Bank of Canada | 479 | $11.0K | 0.00% | +268+127.0% | Added |
| Parallel Advisors, LLC | 535 | $13.0K | 0.00% | −83−13.4% | Reduced |
| Blue Bell Private Wealth Management, LLC | 550 | $13.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 772 | $18.0K | 0.00% | −67−8.0% | Reduced |
| Costello Asset Management, INC | 750 | $18.0K | 0.02% | +100+15.4% | Added |
| Quadrant Capital Group LLC | 854 | $20.0K | 0.00% | −202−19.1% | Reduced |
| Point72 Hong Kong Ltd | 891 | $21.0K | 0.00% | +891 | New |
| Kistler-Tiffany Companies, LLC | 1,000 | $23.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 812 | $27.0K | 0.00% | +111+15.8% | Added |
| Metropolitan Life Insurance Co | 1,608 | $37.8K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 1,650 | $39.0K | 0.01% | +1,650 | New |
| Quantbot Technologies LP | 1,800 | $42.0K | 0.00% | +1,800 | New |
| Ameritas Investment Partners, Inc. | 2,262 | $53.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,467 | $58.0K | 0.00% | −626−20.2% | Reduced |
| Great West Life Assurance Co | 2,657 | $62.0K | 0.00% | +144+5.7% | Added |
| Advisor Group Holdings, Inc. | 3,213 | $76.0K | 0.00% | +373+13.1% | Added |
| Citigroup Inc | 3,596 | $84.0K | 0.00% | −352−8.9% | Reduced |
| Amalgamated Bank | 3,673 | $86.0K | 0.00% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 4,426 | $104.0K | 0.01% | +4,426 | New |
| Nisa Investment Advisors, LLC | 3,750 | $106.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 5,871 | $138.0K | 0.00% | +1,679+40.1% | Added |
| UBS Group AG | 5,996 | $141.0K | 0.00% | +1,081+22.0% | Added |
| SG Americas Securities, LLC | 6,742 | $158.0K | 0.00% | −1,818−21.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,745 | $158.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 7,004 | $164.0K | 0.01% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 7,679 | $180.0K | 0.03% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 8,668 | $203.0K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 9,244 | $217.0K | 0.00% | +9,244 | New |
| Jacobs Levy Equity Management, Inc | 9,265 | $218.0K | 0.00% | +252+2.8% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 9,529 | $224.0K | 0.00% | −17,300−64.5% | Reduced |
| Public Employees Retirement Association of Colorado | 9,600 | $225.0K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 10,238 | $240.0K | 0.02% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 10,745 | $252.0K | 0.00% | +10.0% | Added |
| First Trust Advisors LP | 11,150 | $262.0K | 0.00% | −45,558−80.3% | Reduced |
| Russell Investments Group, Ltd. | 11,292 | $264.0K | 0.00% | −34,793−75.5% | Reduced |
| Legal & General Group Plc | 11,301 | $265.0K | 0.00% | −2,171−16.1% | Reduced |
| Deutsche Bank AG | 11,770 | $276.0K | 0.00% | −1,950−14.2% | Reduced |
| Keeley-Teton Advisors, LLC | 12,000 | $282.0K | 0.04% | +12,000 | New |
| BNP Paribas Arbitrage, SA | 12,135 | $284.9K | 0.00% | −298−2.4% | Reduced |
| Deprince Race & Zollo Inc | 12,226 | $287.0K | 0.01% | −117,682−90.6% | Reduced |
| Tower Research Capital LLC (TRC) | 12,496 | $293.0K | 0.00% | +11,339+980.0% | Added |
| Voya Investment Management LLC | 12,489 | $293.2K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 12,532 | $294.0K | 0.00% | +12,532 | New |
| Thrivent Financial for Lutherans | 12,690 | $298.0K | 0.00% | +12,690 | New |
| Shell Asset Management Co | 12,815 | $301.0K | 0.01% | −3,357−20.8% | Reduced |
| American International Group, Inc. | 13,851 | $325.0K | 0.00% | +196+1.4% | Added |
| First Hawaiian Bank | 14,644 | $344.0K | 0.01% | 00.0% | Unchanged |
| MetLife Investment Management | 15,049 | $353.4K | 0.00% | 00.0% | Unchanged |
| Bernardo Wealth Planning LLC | 13,756 | $361.0K | 0.20% | −360−2.6% | Reduced |
| Raymond James & Associates | 15,848 | $372.0K | 0.00% | +1,692+12.0% | Added |
| Insight Advisors, LLC | 16,000 | $376.0K | 0.15% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 16,035 | $377.0K | 0.00% | 00.0% | Unchanged |
| Apexium Financial, LP | 16,402 | $385.0K | 0.05% | +16,402 | New |
| LPL Financial LLC | 17,070 | $401.0K | 0.00% | +14+0.1% | Added |
| Campbell & CO Investment Adviser LLC | 19,545 | $459.0K | 0.10% | +19,545 | New |
| Cubist Systematic Strategies, LLC | 19,731 | $463.0K | 0.00% | +1,805+10.1% | Added |
| JPMorgan Chase & Co | 20,147 | $474.0K | 0.00% | +1,174+6.2% | Added |
| Cornercap Investment Counsel Inc | 20,465 | $481.0K | 0.09% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 20,734 | $487.0K | 0.00% | +69+0.3% | Added |
| Teacher Retirement System of Texas | 20,866 | $490.0K | 0.00% | +20,866 | New |
| Keybank National Association | 22,281 | $523.0K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 22,336 | $524.0K | 0.00% | 00.0% | Unchanged |
| Algert Global LLC | 22,482 | $528.0K | 0.03% | +2,632+13.3% | Added |
| D. E. Shaw & Co., Inc. | 22,702 | $533.0K | 0.00% | +6,247+38.0% | Added |
| LSV Asset Management | 23,600 | $554.0K | 0.00% | −12,900−35.3% | Reduced |
| Pacific Ridge Capital Partners, LLC | 24,890 | $584.0K | 0.15% | +30+0.1% | Added |
| Alliancebernstein L.P. | 25,016 | $587.0K | 0.00% | −700−2.7% | Reduced |
| Brandywine Global Investment Management, LLC | 25,640 | $602.0K | 0.01% | −702−2.7% | Reduced |
| Girard Partners Ltd. | 28,271 | $663.0K | 0.09% | +100.0% | Added |
| Price T Rowe Associates Inc | 28,330 | $666.0K | 0.00% | +2,984+11.8% | Added |
| STRS Ohio | 28,800 | $676.0K | 0.00% | +1,600+5.9% | Added |
| Credit Suisse AG | 28,934 | $680.0K | 0.00% | +2,873+11.0% | Added |
| Tudor Investment Corp Et Al | 31,559 | $741.0K | 0.02% | +7,656+32.0% | Added |
| UBS Asset Management Americas Inc | 32,212 | $756.3K | 0.00% | −3,340−9.4% | Reduced |
| Barclays PLC | 32,781 | $769.0K | 0.00% | −766−2.3% | Reduced |
| SEI Investments Co | 34,206 | $804.0K | 0.00% | −1,064−3.0% | Reduced |
| BLB&B Advisors, LLC | 34,858 | $818.0K | 0.07% | +100+0.3% | Added |
| California State Teachers Retirement System | 36,982 | $868.0K | 0.00% | −617−1.6% | Reduced |
| IVC Wealth Advisors LLC | 37,651 | $884.0K | 0.71% | +175+0.5% | Added |
| First Manhattan Co | 39,625 | $930.0K | 0.00% | −600−1.5% | Reduced |
| Los Angeles Capital Management LLC | 42,378 | $995.0K | 0.01% | −13,729−24.5% | Reduced |
| River Oaks Capital LLC | 42,600 | $1.00M | 1.09% | −6,220−12.7% | Reduced |
| Rhumbline Advisers | 44,815 | $1.05M | 0.00% | +1,187+2.7% | Added |
| Invesco Ltd. | 48,031 | $1.13M | 0.00% | −5,784−10.7% | Reduced |