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, Q4 2022
Institutional positions in Univest Financial Corp as of Dec 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
- 137
- −5 vs. Q3 2022
- Shares held
- 21.5M
- +356.0K (+1.7%) vs. Q3 2022
- Total value
- $561.7M
- +$65.4M (+13.2%) vs. Q3 2022
- New holders
- 9
- 56 more added
- Sold out
- 14
- 42 more reduced
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Univest Financial Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 24 | $627 | 0.00% | +24 | New |
| Raffa Wealth Management, LLC | 33 | $862 | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 34 | $888 | 0.00% | −1,766−98.1% | Reduced |
| First Horizon Advisors, Inc. | 35 | $915 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 50 | $1.00K | 0.00% | −12−19.4% | Reduced |
| Glen Eagle Advisors, LLC | 124 | $3.24K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 153 | $4.00K | 0.00% | +107+232.6% | Added |
| Allworth Financial LP | 175 | $4.57K | 0.00% | +120+218.2% | Added |
| Manchester Capital Management LLC | 205 | $5.36K | 0.00% | +3+1.5% | Added |
| CWM, LLC | 398 | $10.0K | 0.00% | +239+150.3% | Added |
| TCI Wealth Advisors, Inc. | 421 | $11.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 518 | $13.5K | 0.00% | +518 | New |
| Parallel Advisors, LLC | 535 | $14.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 549 | $14.3K | 0.00% | +69+14.4% | Added |
| Blue Bell Private Wealth Management, LLC | 550 | $14.4K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 484 | $17.0K | 0.00% | −328−40.4% | Reduced |
| Costello Asset Management, INC | 750 | $19.6K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 795 | $20.8K | 0.00% | +23+3.0% | Added |
| Quadrant Capital Group LLC | 960 | $25.1K | 0.00% | +106+12.4% | Added |
| Kistler-Tiffany Companies, LLC | 1,000 | $26.1K | 0.01% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 1,650 | $43.1K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,760 | $46.0K | 0.00% | +152+9.5% | Added |
| Tower Research Capital LLC (TRC) | 1,941 | $51.0K | 0.00% | −10,555−84.5% | Reduced |
| Ameritas Investment Partners, Inc. | 2,262 | $57.5K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,298 | $60.0K | 0.00% | −169−6.9% | Reduced |
| Wells Fargo & Company | 3,266 | $85.3K | 0.00% | −2,605−44.4% | Reduced |
| Advisor Group Holdings, Inc. | 3,306 | $87.0K | 0.00% | +93+2.9% | Added |
| Citigroup Inc | 3,463 | $90.5K | 0.00% | −133−3.7% | Reduced |
| Amalgamated Bank | 3,673 | $96.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 3,750 | $98.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 3,974 | $103.0K | 0.00% | +3,495+729.6% | Added |
| DuPont Capital Management Corp | 3,997 | $104.4K | 0.00% | −429−9.7% | Reduced |
| Great West Life Assurance Co | 4,196 | $109.0K | 0.00% | +1,539+57.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,191 | $161.8K | 0.00% | −554−8.2% | Reduced |
| SG Americas Securities, LLC | 6,623 | $173.0K | 0.00% | −119−1.8% | Reduced |
| Trust Co of Vermont | 7,004 | $183.0K | 0.01% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 7,679 | $200.7K | 0.03% | 00.0% | Unchanged |
| Arizona State Retirement System | 8,282 | $216.4K | 0.00% | +8,282 | New |
| Squarepoint Ops LLC | 8,436 | $220.4K | 0.00% | +8,436 | New |
| Snowden Capital Advisors LLC | 8,636 | $225.7K | 0.01% | −32−0.4% | Reduced |
| BNP Paribas Arbitrage, SA | 9,314 | $243.4K | 0.00% | −2,821−23.2% | Reduced |
| Public Employees Retirement Association of Colorado | 9,600 | $251.0K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 10,238 | $267.5K | 0.02% | 00.0% | Unchanged |
| Trexquant Investment LP | 10,467 | $273.5K | 0.01% | +10,467 | New |
| Shell Asset Management Co | 10,653 | $278.0K | 0.01% | −2,162−16.9% | Reduced |
| Jane Street Group, LLC | 10,711 | $279.9K | 0.00% | +10,711 | New |
| Commonwealth Equity Services, LLC | 10,907 | $285.0K | 0.00% | +162+1.5% | Added |
| Legal & General Group Plc | 11,301 | $295.3K | 0.00% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 11,471 | $299.7K | 0.00% | −4,564−28.5% | Reduced |
| UBS Group AG | 12,477 | $326.0K | 0.00% | +6,481+108.1% | Added |
| Voya Investment Management LLC | 12,489 | $326.3K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 12,532 | $327.5K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 13,007 | $339.9K | 0.00% | +1,237+10.5% | Added |
| Jacobs Levy Equity Management, Inc | 13,222 | $345.5K | 0.00% | +3,957+42.7% | Added |
| American International Group, Inc. | 13,637 | $356.3K | 0.00% | −214−1.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 13,761 | $359.6K | 0.09% | −5,784−29.6% | Reduced |
| Bernardo Wealth Planning LLC | 13,768 | $359.8K | 0.17% | +12+0.1% | Added |
| Thrivent Financial for Lutherans | 14,248 | $372.0K | 0.00% | +1,558+12.3% | Added |
| First Hawaiian Bank | 14,644 | $383.0K | 0.01% | 00.0% | Unchanged |
| MetLife Investment Management | 15,049 | $393.2K | 0.00% | 00.0% | Unchanged |
| Insight Advisors, LLC | 16,000 | $416.6K | 0.15% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 16,000 | $418.1K | 0.05% | +4,000+33.3% | Added |
| Apexium Financial, LP | 16,402 | $428.6K | 0.04% | 00.0% | Unchanged |
| Raymond James & Associates | 17,299 | $452.0K | 0.00% | +1,451+9.2% | Added |
| River Oaks Capital LLC | 17,400 | $455.0K | 0.52% | −25,200−59.2% | Reduced |
| Cornercap Investment Counsel Inc | 20,465 | $534.8K | 0.09% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 20,720 | $541.4K | 0.00% | −14−0.1% | Reduced |
| State Board of Administration of Florida Retirement System | 22,336 | $583.6K | 0.00% | 00.0% | Unchanged |
| Keybank National Association | 22,369 | $584.5K | 0.00% | +88+0.4% | Added |
| Algert Global LLC | 22,452 | $586.7K | 0.03% | −30−0.1% | Reduced |
| LSV Asset Management | 23,600 | $617.0K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 23,607 | $617.0K | 0.00% | +2,741+13.1% | Added |
| First Trust Advisors LP | 23,863 | $623.5K | 0.00% | +12,713+114.0% | Added |
| STRS Ohio | 24,900 | $650.0K | 0.00% | −3,900−13.5% | Reduced |
| Pacific Ridge Capital Partners, LLC | 24,880 | $650.1K | 0.15% | −100.0% | Reduced |
| Alliancebernstein L.P. | 25,016 | $653.7K | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 25,304 | $661.2K | 0.00% | +2,602+11.5% | Added |
| UBS Asset Management Americas Inc | 26,005 | $679.5K | 0.00% | −6,207−19.3% | Reduced |
| Credit Suisse AG | 26,679 | $697.1K | 0.00% | −2,255−7.8% | Reduced |
| Girard Partners Ltd. | 26,887 | $702.6K | 0.08% | −1,384−4.9% | Reduced |
| Price T Rowe Associates Inc | 27,766 | $726.0K | 0.00% | −564−2.0% | Reduced |
| Cubist Systematic Strategies, LLC | 30,195 | $789.0K | 0.01% | +10,464+53.0% | Added |
| LPL Financial LLC | 32,680 | $853.9K | 0.00% | +15,610+91.4% | Added |
| BLB&B Advisors, LLC | 33,209 | $867.7K | 0.07% | −1,649−4.7% | Reduced |
| JPMorgan Chase & Co | 35,135 | $918.0K | 0.00% | +14,988+74.4% | Added |
| California State Teachers Retirement System | 37,012 | $967.1K | 0.00% | +30+0.1% | Added |
| First Manhattan Co | 39,625 | $1.04M | 0.00% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 40,370 | $1.05M | 0.03% | +8,811+27.9% | Added |
| IVC Wealth Advisors LLC | 40,637 | $1.06M | 0.78% | +2,986+7.9% | Added |
| Barclays PLC | 41,012 | $1.07M | 0.00% | +8,231+25.1% | Added |
| Los Angeles Capital Management LLC | 42,579 | $1.11M | 0.01% | +201+0.5% | Added |
| SEI Investments Co | 44,970 | $1.18M | 0.00% | +10,764+31.5% | Added |
| Citadel Advisors LLC | 46,088 | $1.20M | 0.00% | +46,088 | New |
| Rhumbline Advisers | 47,041 | $1.23M | 0.00% | +2,226+5.0% | Added |
| Logan Capital Management Inc | 50,427 | $1.32M | 0.07% | 00.0% | Unchanged |
| Victory Capital Management Inc | 50,530 | $1.32M | 0.00% | −4,240−7.7% | Reduced |
| Compass Ion Advisors, LLC | 52,020 | $1.36M | 0.35% | −2,723−5.0% | Reduced |
| Brandywine Global Investment Management, LLC | 55,981 | $1.46M | 0.01% | +30,341+118.3% | Added |
| Prudential Financial Inc | 58,399 | $1.53M | 0.00% | −4,200−6.7% | Reduced |
| Stifel Financial Corp | 58,465 | $1.53M | 0.00% | 00.0% | Unchanged |