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 |
|---|---|---|---|---|---|
| Hendershot Investments Inc. | 7,679 | $180.0K | 0.03% | 00.0% | Unchanged |
| Trust Co of Vermont | 7,004 | $164.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| UBS Group AG | 5,996 | $141.0K | 0.00% | +1,081+22.0% | Added |
| Wells Fargo & Company | 5,871 | $138.0K | 0.00% | +1,679+40.1% | Added |
| Nisa Investment Advisors, LLC | 3,750 | $106.0K | 0.00% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 4,426 | $104.0K | 0.01% | +4,426 | New |
| Amalgamated Bank | 3,673 | $86.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 3,596 | $84.0K | 0.00% | −352−8.9% | Reduced |
| Advisor Group Holdings, Inc. | 3,213 | $76.0K | 0.00% | +373+13.1% | Added |
| Great West Life Assurance Co | 2,657 | $62.0K | 0.00% | +144+5.7% | Added |
| The PNC Financial Services Group, Inc. | 2,467 | $58.0K | 0.00% | −626−20.2% | Reduced |
| Ameritas Investment Partners, Inc. | 2,262 | $53.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 1,800 | $42.0K | 0.00% | +1,800 | New |
| Cary Street Partners Asset Management LLC | 1,650 | $39.0K | 0.01% | +1,650 | New |
| Metropolitan Life Insurance Co | 1,608 | $37.8K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 812 | $27.0K | 0.00% | +111+15.8% | Added |
| Kistler-Tiffany Companies, LLC | 1,000 | $23.0K | 0.01% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 891 | $21.0K | 0.00% | +891 | New |
| Quadrant Capital Group LLC | 854 | $20.0K | 0.00% | −202−19.1% | Reduced |
| Signaturefd, LLC | 772 | $18.0K | 0.00% | −67−8.0% | Reduced |
| Costello Asset Management, INC | 750 | $18.0K | 0.02% | +100+15.4% | 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 |
| US Bancorp | 480 | $11.0K | 0.00% | −104−17.8% | Reduced |
| Royal Bank of Canada | 479 | $11.0K | 0.00% | +268+127.0% | Added |
| TCI Wealth Advisors, Inc. | 421 | $10.0K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 0 | $6.00K | 0.00% | −267−100.0% | Reduced |
| Manchester Capital Management LLC | 202 | $5.00K | 0.00% | +148+274.1% | Added |
| CWM, LLC | 159 | $4.00K | 0.00% | −38−19.3% | Reduced |
| Howe & Rusling Inc | 162 | $4.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 124 | $2.91K | 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 |
| Raffa Wealth Management, LLC | 33 | $775 | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 4 | $0 | 0.00% | +4 | New |
| Maltese Capital Management LLC | 0 | $0 | 0.00% | −133,244−100.0% | Sold out |
| Lindenwold Advisors | 0 | $0 | 0.00% | −19,685−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −18,303−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −14,375−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −11,579−100.0% | Sold out |
| Zebra Capital Management LLC | 0 | $0 | 0.00% | −10,692−100.0% | Sold out |
| Arizona State Retirement System | 0 | $0 | 0.00% | −7,995−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −720−100.0% | Sold out |
| Fieldpoint Private Securities, LLC | – | – | – | – | Not filed |