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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 8,888 | $211.0K | 0.00% | +5,622+172.1% | Added |
| Occudo Quantitative Strategies LP | 8,727 | $207.2K | 0.02% | +8,727 | New |
| Snowden Capital Advisors LLC | 8,636 | $205.0K | 0.01% | 00.0% | Unchanged |
| Arizona State Retirement System | 8,473 | $201.1K | 0.00% | +191+2.3% | Added |
| Hendershot Investments Inc. | 7,679 | $182.3K | 0.03% | 00.0% | Unchanged |
| Trust Co of Vermont | 7,004 | $166.3K | 0.01% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,191 | $147.0K | 0.00% | 00.0% | Unchanged |
| River Oaks Capital LLC | 3,800 | $90.2K | 0.13% | −13,600−78.2% | Reduced |
| Nisa Investment Advisors, LLC | 3,470 | $82.0K | 0.00% | −280−7.5% | Reduced |
| Advisor Group Holdings, Inc. | 3,398 | $80.7K | 0.00% | +92+2.8% | Added |
| Great West Life Assurance Co | 3,196 | $75.0K | 0.00% | −1,000−23.8% | Reduced |
| Amalgamated Bank | 2,977 | $71.0K | 0.00% | −696−18.9% | Reduced |
| Bessemer Group Inc | 2,656 | $63.0K | 0.00% | +2,656 | New |
| The PNC Financial Services Group, Inc. | 2,364 | $56.1K | 0.00% | +66+2.9% | Added |
| Ameritas Investment Partners, Inc. | 2,262 | $53.7K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 1,650 | $39.2K | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,658 | $39.0K | 0.00% | −2,316−58.3% | Reduced |
| Metropolitan Life Insurance Co | 1,501 | $35.6K | 0.00% | −259−14.7% | Reduced |
| Lazard Asset Management LLC | 1,201 | $28.0K | 0.00% | +1,201 | New |
| Kistler-Tiffany Companies, LLC | 1,000 | $23.7K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 803 | $19.0K | 0.00% | −1,138−58.6% | Reduced |
| Citigroup Inc | 788 | $18.7K | 0.00% | −2,675−77.2% | Reduced |
| Quadrant Capital Group LLC | 684 | $16.2K | 0.00% | −276−28.7% | Reduced |
| US Bancorp | 676 | $16.0K | 0.00% | +127+23.1% | Added |
| Signaturefd, LLC | 657 | $15.6K | 0.00% | −138−17.4% | Reduced |
| Parkside Financial Bank & Trust | 561 | $13.3K | 0.00% | +43+8.3% | Added |
| Parallel Advisors, LLC | 557 | $13.2K | 0.00% | +22+4.1% | Added |
| Blue Bell Private Wealth Management, LLC | 550 | $13.1K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 421 | $9.99K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 314 | $7.00K | 0.00% | −84−21.1% | Reduced |
| Huntington National Bank | 242 | $6.68K | 0.00% | +242 | New |
| Costello Asset Management, INC | 250 | $5.93K | 0.01% | −500−66.7% | Reduced |
| Lindbrook Capital, LLC | 151 | $3.58K | 0.00% | −2−1.3% | Reduced |
| Glen Eagle Advisors, LLC | 124 | $2.94K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 101 | $2.00K | 0.00% | +51+102.0% | Added |
| Manchester Capital Management LLC | 65 | $1.54K | 0.00% | −140−68.3% | Reduced |
| International Assets Investment Management, LLC | 52 | $1.23K | 0.00% | +52 | New |
| First Horizon Advisors, Inc. | 35 | $831 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 33 | $783 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 24 | $570 | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 14 | $332 | 0.00% | +14 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −73,500−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −13,222−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −10,711−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −10,467−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −8,436−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −6,623−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −3,997−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −484−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −175−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Monarch Partners Asset Management LLC | – | – | – | – | Not filed |