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, Q1 2023
Institutional positions in Univest Financial Corp as of Mar 31, 2023. 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
- 141
- +5 vs. Q4 2022
- Shares held
- 21.8M
- +415.0K (+1.9%) vs. Q4 2022
- Total value
- $516.5M
- −$41.7M (−7.5%) vs. Q4 2022
- New holders
- 15
- 49 more added
- Sold out
- 10
- 52 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Univest Financial Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Russell Investments Group, Ltd. | 14 | $332 | 0.00% | +14 | New |
| Farther Finance Advisors, LLC | 24 | $570 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 33 | $783 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 35 | $831 | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 52 | $1.23K | 0.00% | +52 | New |
| Manchester Capital Management LLC | 65 | $1.54K | 0.00% | −140−68.3% | Reduced |
| Covestor Ltd | 101 | $2.00K | 0.00% | +51+102.0% | Added |
| Glen Eagle Advisors, LLC | 124 | $2.94K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 151 | $3.58K | 0.00% | −2−1.3% | Reduced |
| Costello Asset Management, INC | 250 | $5.93K | 0.01% | −500−66.7% | Reduced |
| Huntington National Bank | 242 | $6.68K | 0.00% | +242 | New |
| CWM, LLC | 314 | $7.00K | 0.00% | −84−21.1% | Reduced |
| TCI Wealth Advisors, Inc. | 421 | $9.99K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 550 | $13.1K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 557 | $13.2K | 0.00% | +22+4.1% | Added |
| Parkside Financial Bank & Trust | 561 | $13.3K | 0.00% | +43+8.3% | Added |
| Signaturefd, LLC | 657 | $15.6K | 0.00% | −138−17.4% | Reduced |
| US Bancorp | 676 | $16.0K | 0.00% | +127+23.1% | Added |
| Quadrant Capital Group LLC | 684 | $16.2K | 0.00% | −276−28.7% | Reduced |
| Citigroup Inc | 788 | $18.7K | 0.00% | −2,675−77.2% | Reduced |
| Tower Research Capital LLC (TRC) | 803 | $19.0K | 0.00% | −1,138−58.6% | Reduced |
| Kistler-Tiffany Companies, LLC | 1,000 | $23.7K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,201 | $28.0K | 0.00% | +1,201 | New |
| Metropolitan Life Insurance Co | 1,501 | $35.6K | 0.00% | −259−14.7% | Reduced |
| Royal Bank of Canada | 1,658 | $39.0K | 0.00% | −2,316−58.3% | Reduced |
| Cary Street Partners Asset Management LLC | 1,650 | $39.2K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,262 | $53.7K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,364 | $56.1K | 0.00% | +66+2.9% | Added |
| Bessemer Group Inc | 2,656 | $63.0K | 0.00% | +2,656 | New |
| Amalgamated Bank | 2,977 | $71.0K | 0.00% | −696−18.9% | Reduced |
| Great West Life Assurance Co | 3,196 | $75.0K | 0.00% | −1,000−23.8% | Reduced |
| Advisor Group Holdings, Inc. | 3,398 | $80.7K | 0.00% | +92+2.8% | Added |
| Nisa Investment Advisors, LLC | 3,470 | $82.0K | 0.00% | −280−7.5% | Reduced |
| River Oaks Capital LLC | 3,800 | $90.2K | 0.13% | −13,600−78.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,191 | $147.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 7,004 | $166.3K | 0.01% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 7,679 | $182.3K | 0.03% | 00.0% | Unchanged |
| Arizona State Retirement System | 8,473 | $201.1K | 0.00% | +191+2.3% | Added |
| Snowden Capital Advisors LLC | 8,636 | $205.0K | 0.01% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 8,727 | $207.2K | 0.02% | +8,727 | New |
| Wells Fargo & Company | 8,888 | $211.0K | 0.00% | +5,622+172.1% | Added |
| Public Employees Retirement Association of Colorado | 9,600 | $228.0K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 10,538 | $250.2K | 0.02% | +300+2.9% | Added |
| Shell Asset Management Co | 10,616 | $252.0K | 0.01% | −37−0.3% | Reduced |
| Rafferty Asset Management, LLC | 11,465 | $272.2K | 0.00% | +11,465 | New |
| Alberta Investment Management Corp | 11,471 | $272.3K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 11,660 | $276.8K | 0.00% | +359+3.2% | Added |
| Commonwealth Equity Services, LLC | 11,924 | $283.0K | 0.00% | +1,017+9.3% | Added |
| Campbell & CO Investment Adviser LLC | 12,220 | $290.1K | 0.05% | −1,541−11.2% | Reduced |
| Voya Investment Management LLC | 12,301 | $292.0K | 0.00% | −188−1.5% | Reduced |
| D. E. Shaw & Co., Inc. | 12,522 | $297.3K | 0.00% | −12,782−50.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 12,532 | $297.5K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 13,360 | $316.8K | 0.00% | +13,360 | New |
| Bernardo Wealth Planning LLC | 13,780 | $327.2K | 0.14% | +12+0.1% | Added |
| American International Group, Inc. | 13,914 | $330.3K | 0.00% | +277+2.0% | Added |
| Thrivent Financial for Lutherans | 14,248 | $338.0K | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 14,634 | $347.4K | 0.00% | −9,229−38.7% | Reduced |
| First Hawaiian Bank | 14,644 | $347.6K | 0.01% | 00.0% | Unchanged |
| MetLife Investment Management | 15,049 | $357.3K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 15,220 | $361.3K | 0.00% | −5,500−26.5% | Reduced |
| Apexium Financial, LP | 15,902 | $377.5K | 0.04% | −500−3.0% | Reduced |
| Insight Advisors, LLC | 16,000 | $379.8K | 0.09% | 00.0% | Unchanged |
| UBS Group AG | 16,084 | $381.8K | 0.00% | +3,607+28.9% | Added |
| BNP Paribas Arbitrage, SA | 16,095 | $382.1K | 0.00% | +6,781+72.8% | Added |
| Tudor Investment Corp Et Al | 16,816 | $399.0K | 0.01% | −23,554−58.3% | Reduced |
| Keeley-Teton Advisors, LLC | 17,600 | $417.8K | 0.05% | +1,600+10.0% | Added |
| Deutsche Bank AG | 17,685 | $419.8K | 0.00% | +4,678+36.0% | Added |
| Raymond James & Associates | 19,536 | $463.8K | 0.00% | +2,237+12.9% | Added |
| New York Life Investment Management LLC | 19,791 | $469.8K | 0.01% | +19,791 | New |
| Cornercap Investment Counsel Inc | 20,465 | $485.8K | 0.09% | 00.0% | Unchanged |
| Endeavour Capital Advisors Inc | 20,678 | $490.9K | 0.22% | −362,724−94.6% | Reduced |
| Truist Financial Corp | 20,766 | $493.0K | 0.00% | +20,766 | New |
| LSV Asset Management | 21,000 | $499.0K | 0.00% | −2,600−11.0% | Reduced |
| Algert Global LLC | 21,144 | $502.0K | 0.02% | −1,308−5.8% | Reduced |
| Keybank National Association | 22,335 | $530.2K | 0.00% | −34−0.2% | Reduced |
| State Board of Administration of Florida Retirement System | 22,336 | $530.3K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 23,399 | $550.1K | 0.00% | +23,399 | New |
| Qube Research & Technologies Ltd | 23,782 | $564.6K | 0.00% | +23,782 | New |
| Pacific Ridge Capital Partners, LLC | 24,730 | $587.1K | 0.14% | −150−0.6% | Reduced |
| STRS Ohio | 24,900 | $591.0K | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 25,016 | $593.9K | 0.00% | 00.0% | Unchanged |
| Girard Partners Ltd. | 26,023 | $617.8K | 0.07% | −864−3.2% | Reduced |
| Credit Suisse AG | 26,687 | $633.5K | 0.00% | +80.0% | Added |
| Cubist Systematic Strategies, LLC | 26,956 | $639.9K | 0.01% | −3,239−10.7% | Reduced |
| Price T Rowe Associates Inc | 28,087 | $667.0K | 0.00% | +321+1.2% | Added |
| Emerald Mutual Fund Advisers Trust | 28,927 | $686.7K | 0.04% | +28,927 | New |
| UBS Asset Management Americas Inc | 29,148 | $692.0K | 0.00% | +3,143+12.1% | Added |
| First Manhattan Co | 29,625 | $703.3K | 0.00% | −10,000−25.2% | Reduced |
| Susquehanna International Group, LLP | 29,630 | $703.4K | 0.00% | +29,630 | New |
| LPL Financial LLC | 31,545 | $748.9K | 0.00% | −1,135−3.5% | Reduced |
| BLB&B Advisors, LLC | 33,184 | $787.8K | 0.06% | −25−0.1% | Reduced |
| Teacher Retirement System of Texas | 35,975 | $854.0K | 0.01% | +12,368+52.4% | Added |
| California State Teachers Retirement System | 36,408 | $864.3K | 0.00% | −604−1.6% | Reduced |
| IVC Wealth Advisors LLC | 40,737 | $967.1K | 0.69% | +100+0.2% | Added |
| Los Angeles Capital Management LLC | 41,937 | $995.6K | 0.00% | −642−1.5% | Reduced |
| Rhumbline Advisers | 48,240 | $1.15M | 0.00% | +1,199+2.5% | Added |
| Victory Capital Management Inc | 48,382 | $1.15M | 0.00% | −2,148−4.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 48,874 | $1.16M | 0.00% | +48,874 | New |
| Logan Capital Management Inc | 50,427 | $1.20M | 0.06% | 00.0% | Unchanged |
| Citadel Advisors LLC | 50,530 | $1.20M | 0.00% | +4,442+9.6% | Added |