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, Q2 2023
Institutional positions in Univest Financial Corp as of Jun 30, 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
- 139
- −2 vs. Q1 2023
- Shares held
- 21.6M
- −158.4K (−0.7%) vs. Q1 2023
- Total value
- $391.3M
- −$125.3M (−24.3%) vs. Q1 2023
- New holders
- 17
- 53 more added
- Sold out
- 19
- 42 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Univest Financial Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Crewe Advisors LLC | 8 | $145 | 0.00% | +8 | New |
| Raffa Wealth Management, LLC | 33 | $597 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 43 | $1.00K | 0.00% | −58−57.4% | Reduced |
| Allworth Financial LP | 56 | $1.01K | 0.00% | +56 | New |
| Glen Eagle Advisors, LLC | 124 | $2.24K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 177 | $3.20K | 0.00% | +177 | New |
| Huntington National Bank | 219 | $3.96K | 0.00% | −23−9.5% | Reduced |
| CWM, LLC | 255 | $5.00K | 0.00% | −59−18.8% | Reduced |
| Point72 Middle East FZE | 305 | $5.51K | 0.00% | +305 | New |
| Lindbrook Capital, LLC | 386 | $6.98K | 0.00% | +235+155.6% | Added |
| Blue Bell Private Wealth Management, LLC | 550 | $9.94K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 578 | $10.5K | 0.00% | +17+3.0% | Added |
| Tower Research Capital LLC (TRC) | 829 | $15.0K | 0.00% | +26+3.2% | Added |
| Parallel Advisors, LLC | 841 | $15.2K | 0.00% | +284+51.0% | Added |
| Kistler-Tiffany Companies, LLC | 1,000 | $18.1K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,201 | $21.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,437 | $26.0K | 0.00% | +761+112.6% | Added |
| Advisor Group Holdings, Inc. | 1,486 | $26.9K | 0.00% | −1,912−56.3% | Reduced |
| Metropolitan Life Insurance Co | 1,501 | $27.1K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,589 | $28.7K | 0.00% | +932+141.9% | Added |
| The PNC Financial Services Group, Inc. | 2,149 | $38.9K | 0.00% | −215−9.1% | Reduced |
| Ameritas Investment Partners, Inc. | 2,262 | $40.9K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 2,507 | $46.0K | 0.00% | −689−21.6% | Reduced |
| Bessemer Group Inc | 2,656 | $48.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 2,845 | $51.0K | 0.00% | −132−4.4% | Reduced |
| Aquatic Capital Management LLC | 3,100 | $56.0K | 0.00% | +3,100 | New |
| Royal Bank of Canada | 3,335 | $60.0K | 0.00% | +1,677+101.1% | Added |
| Quadrant Capital Group LLC | 3,397 | $61.4K | 0.01% | +2,713+396.6% | Added |
| Nisa Investment Advisors, LLC | 3,513 | $63.5K | 0.00% | +43+1.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,191 | $111.9K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 7,004 | $126.6K | 0.01% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 7,657 | $138.4K | 0.00% | −8,438−52.4% | Reduced |
| Hendershot Investments Inc. | 7,679 | $138.8K | 0.02% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 9,600 | $174.0K | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 10,006 | $180.9K | 0.00% | +10,006 | New |
| Elequin Capital LP | 10,045 | $181.6K | 0.09% | +10,045 | New |
| WealthTrust Axiom LLC | 10,434 | $188.6K | 0.06% | +10,434 | New |
| Cary Street Partner Investment Advisory LLC | 10,538 | $190.5K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 10,555 | $191.0K | 0.01% | −61−0.6% | Reduced |
| Bernardo Wealth Planning LLC | 11,049 | $199.8K | 0.08% | −2,731−19.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 11,664 | $210.9K | 0.02% | +11,664 | New |
| First Trust Advisors LP | 11,749 | $212.4K | 0.00% | −2,885−19.7% | Reduced |
| Commonwealth Equity Services, LLC | 11,925 | $216.0K | 0.00% | +10.0% | Added |
| Squarepoint Ops LLC | 12,230 | $221.1K | 0.00% | +12,230 | New |
| Mirae Asset Global Investments Co., Ltd. | 12,532 | $226.6K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 12,542 | $226.8K | 0.00% | −9,794−43.8% | Reduced |
| Deutsche Bank AG | 12,711 | $229.8K | 0.00% | −4,974−28.1% | Reduced |
| HSBC Holdings PLC | 12,766 | $232.5K | 0.00% | −10,633−45.4% | Reduced |
| New York State Common Retirement Fund | 12,898 | $233.2K | 0.00% | −2,322−15.3% | Reduced |
| Voya Investment Management LLC | 13,089 | $236.6K | 0.00% | +788+6.4% | Added |
| Janus Henderson Group PLC | 13,349 | $241.1K | 0.00% | −11−0.1% | Reduced |
| Creative Planning | 13,368 | $241.7K | 0.00% | +13,368 | New |
| American International Group, Inc. | 13,968 | $252.5K | 0.00% | +54+0.4% | Added |
| Wells Fargo & Company | 14,261 | $257.8K | 0.00% | +5,373+60.5% | Added |
| Susquehanna International Group, LLP | 14,497 | $262.1K | 0.00% | −15,133−51.1% | Reduced |
| First Hawaiian Bank | 14,644 | $264.8K | 0.01% | 00.0% | Unchanged |
| MetLife Investment Management | 15,049 | $272.1K | 0.00% | 00.0% | Unchanged |
| Apexium Financial, LP | 15,052 | $272.1K | 0.02% | −850−5.3% | Reduced |
| Insight Advisors, LLC | 16,000 | $289.3K | 0.06% | 00.0% | Unchanged |
| Truist Financial Corp | 16,330 | $295.2K | 0.00% | −4,436−21.4% | Reduced |
| UBS Group AG | 16,621 | $300.5K | 0.00% | +537+3.3% | Added |
| Franklin Resources Inc | 16,785 | $303.5K | 0.00% | +16,785 | New |
| New York Life Investment Management LLC | 17,360 | $313.9K | 0.00% | −2,431−12.3% | Reduced |
| Keeley-Teton Advisors, LLC | 17,600 | $318.2K | 0.04% | 00.0% | Unchanged |
| Martingale Asset Management L P | 18,317 | $331.2K | 0.01% | −40,998−69.1% | Reduced |
| Legal & General Group Plc | 19,295 | $348.9K | 0.00% | +7,635+65.5% | Added |
| Cornercap Investment Counsel Inc | 20,465 | $370.0K | 0.06% | 00.0% | Unchanged |
| Endeavour Capital Advisors Inc | 20,678 | $373.9K | 0.16% | 00.0% | Unchanged |
| LSV Asset Management | 21,000 | $380.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 21,309 | $385.3K | 0.00% | +20,521+2,604.2% | Added |
| Rafferty Asset Management, LLC | 21,477 | $388.3K | 0.00% | +10,012+87.3% | Added |
| Keybank National Association | 22,281 | $402.8K | 0.00% | −54−0.2% | Reduced |
| Raymond James & Associates | 24,577 | $444.4K | 0.00% | +5,041+25.8% | Added |
| Alliancebernstein L.P. | 26,056 | $471.1K | 0.00% | +1,040+4.2% | Added |
| Girard Partners Ltd. | 26,967 | $487.6K | 0.05% | +944+3.6% | Added |
| STRS Ohio | 28,500 | $515.0K | 0.00% | +3,600+14.5% | Added |
| Emerald Mutual Fund Advisers Trust | 28,927 | $523.0K | 0.03% | 00.0% | Unchanged |
| First Manhattan Co | 29,625 | $535.6K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 30,140 | $544.9K | 0.01% | +3,184+11.8% | Added |
| D. E. Shaw & Co., Inc. | 30,286 | $547.6K | 0.00% | +17,764+141.9% | Added |
| Credit Suisse AG | 30,433 | $550.2K | 0.00% | +3,746+14.0% | Added |
| LPL Financial LLC | 31,618 | $571.7K | 0.00% | +73+0.2% | Added |
| Empowered Funds, LLC | 31,679 | $572.8K | 0.02% | +31,679 | New |
| EA Series Trust | 31,679 | $572.8K | 0.02% | +31,679 | New |
| Price T Rowe Associates Inc | 32,150 | $582.0K | 0.00% | +4,063+14.5% | Added |
| BLB&B Advisors, LLC | 33,161 | $599.5K | 0.04% | −23−0.1% | Reduced |
| California State Teachers Retirement System | 34,728 | $627.9K | 0.00% | −1,680−4.6% | Reduced |
| Compass Ion Advisors, LLC | 37,949 | $686.1K | 0.17% | −15,863−29.5% | Reduced |
| UBS Asset Management Americas Inc | 29,148 | $692.0K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 38,635 | $699.0K | 0.00% | +2,660+7.4% | Added |
| Thrivent Financial for Lutherans | 40,371 | $730.0K | 0.00% | +26,123+183.3% | Added |
| Los Angeles Capital Management LLC | 40,755 | $736.9K | 0.00% | −1,182−2.8% | Reduced |
| IVC Wealth Advisors LLC | 40,987 | $741.0K | 0.47% | +250+0.6% | Added |
| Victory Capital Management Inc | 44,235 | $799.8K | 0.00% | −4,147−8.6% | Reduced |
| Pacific Ridge Capital Partners, LLC | 47,195 | $853.3K | 0.19% | +22,465+90.8% | Added |
| Rhumbline Advisers | 48,458 | $876.1K | 0.00% | +218+0.5% | Added |
| Two Sigma Investments, LP | 48,768 | $881.7K | 0.00% | −8,839−15.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 49,747 | $899.0K | 0.00% | +873+1.8% | Added |
| SEI Investments Co | 49,750 | $899.5K | 0.00% | −15,649−23.9% | Reduced |
| HRT Financial LP | 49,837 | $901.0K | 0.01% | +49,837 | New |