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 |
|---|---|---|---|---|---|
| Hendershot Investments Inc. | 7,679 | $200.7K | 0.03% | 00.0% | Unchanged |
| Trust Co of Vermont | 7,004 | $183.0K | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 6,623 | $173.0K | 0.00% | −119−1.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,191 | $161.8K | 0.00% | −554−8.2% | Reduced |
| Great West Life Assurance Co | 4,196 | $109.0K | 0.00% | +1,539+57.9% | Added |
| DuPont Capital Management Corp | 3,997 | $104.4K | 0.00% | −429−9.7% | Reduced |
| Royal Bank of Canada | 3,974 | $103.0K | 0.00% | +3,495+729.6% | Added |
| Nisa Investment Advisors, LLC | 3,750 | $98.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 3,673 | $96.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 3,463 | $90.5K | 0.00% | −133−3.7% | Reduced |
| Advisor Group Holdings, Inc. | 3,306 | $87.0K | 0.00% | +93+2.9% | Added |
| Wells Fargo & Company | 3,266 | $85.3K | 0.00% | −2,605−44.4% | Reduced |
| The PNC Financial Services Group, Inc. | 2,298 | $60.0K | 0.00% | −169−6.9% | Reduced |
| Ameritas Investment Partners, Inc. | 2,262 | $57.5K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,941 | $51.0K | 0.00% | −10,555−84.5% | Reduced |
| Metropolitan Life Insurance Co | 1,760 | $46.0K | 0.00% | +152+9.5% | Added |
| Cary Street Partners Asset Management LLC | 1,650 | $43.1K | 0.01% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 1,000 | $26.1K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 960 | $25.1K | 0.00% | +106+12.4% | Added |
| Signaturefd, LLC | 795 | $20.8K | 0.00% | +23+3.0% | Added |
| Costello Asset Management, INC | 750 | $19.6K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 484 | $17.0K | 0.00% | −328−40.4% | Reduced |
| Blue Bell Private Wealth Management, LLC | 550 | $14.4K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 549 | $14.3K | 0.00% | +69+14.4% | Added |
| Parallel Advisors, LLC | 535 | $14.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 518 | $13.5K | 0.00% | +518 | New |
| TCI Wealth Advisors, Inc. | 421 | $11.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 398 | $10.0K | 0.00% | +239+150.3% | Added |
| Manchester Capital Management LLC | 205 | $5.36K | 0.00% | +3+1.5% | Added |
| Allworth Financial LP | 175 | $4.57K | 0.00% | +120+218.2% | Added |
| Lindbrook Capital, LLC | 153 | $4.00K | 0.00% | +107+232.6% | Added |
| Glen Eagle Advisors, LLC | 124 | $3.24K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 50 | $1.00K | 0.00% | −12−19.4% | Reduced |
| First Horizon Advisors, Inc. | 35 | $915 | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 34 | $888 | 0.00% | −1,766−98.1% | Reduced |
| Raffa Wealth Management, LLC | 33 | $862 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 24 | $627 | 0.00% | +24 | New |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −607,000−100.0% | Sold out |
| Putnam Investments LLC | 0 | $0 | 0.00% | −161,756−100.0% | Sold out |
| Jacobs Asset Management, LLC | 0 | $0 | 0.00% | −97,518−100.0% | Sold out |
| Deprince Race & Zollo Inc | 0 | $0 | 0.00% | −12,226−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −11,292−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −9,529−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −9,244−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −891−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | 0 | Sold out |
| Howe & Rusling Inc | 0 | $0 | 0.00% | −162−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −4−100.0% | Sold out |