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 |
|---|---|---|---|---|---|
| Shell Asset Management Co | 10,555 | $191.0K | 0.01% | −61−0.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 10,538 | $190.5K | 0.01% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 10,434 | $188.6K | 0.06% | +10,434 | New |
| Elequin Capital LP | 10,045 | $181.6K | 0.09% | +10,045 | New |
| Balyasny Asset Management LLC | 10,006 | $180.9K | 0.00% | +10,006 | New |
| Public Employees Retirement Association of Colorado | 9,600 | $174.0K | 0.00% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 7,679 | $138.8K | 0.02% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 7,657 | $138.4K | 0.00% | −8,438−52.4% | Reduced |
| Trust Co of Vermont | 7,004 | $126.6K | 0.01% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,191 | $111.9K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 3,513 | $63.5K | 0.00% | +43+1.2% | Added |
| Quadrant Capital Group LLC | 3,397 | $61.4K | 0.01% | +2,713+396.6% | Added |
| Royal Bank of Canada | 3,335 | $60.0K | 0.00% | +1,677+101.1% | Added |
| Aquatic Capital Management LLC | 3,100 | $56.0K | 0.00% | +3,100 | New |
| Amalgamated Bank | 2,845 | $51.0K | 0.00% | −132−4.4% | Reduced |
| Bessemer Group Inc | 2,656 | $48.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 2,507 | $46.0K | 0.00% | −689−21.6% | Reduced |
| Ameritas Investment Partners, Inc. | 2,262 | $40.9K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,149 | $38.9K | 0.00% | −215−9.1% | Reduced |
| Signaturefd, LLC | 1,589 | $28.7K | 0.00% | +932+141.9% | Added |
| Metropolitan Life Insurance Co | 1,501 | $27.1K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,486 | $26.9K | 0.00% | −1,912−56.3% | Reduced |
| US Bancorp | 1,437 | $26.0K | 0.00% | +761+112.6% | Added |
| Lazard Asset Management LLC | 1,201 | $21.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 1,000 | $18.1K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 841 | $15.2K | 0.00% | +284+51.0% | Added |
| Tower Research Capital LLC (TRC) | 829 | $15.0K | 0.00% | +26+3.2% | Added |
| Parkside Financial Bank & Trust | 578 | $10.5K | 0.00% | +17+3.0% | Added |
| Blue Bell Private Wealth Management, LLC | 550 | $9.94K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 386 | $6.98K | 0.00% | +235+155.6% | Added |
| Point72 Middle East FZE | 305 | $5.51K | 0.00% | +305 | New |
| CWM, LLC | 255 | $5.00K | 0.00% | −59−18.8% | Reduced |
| Huntington National Bank | 219 | $3.96K | 0.00% | −23−9.5% | Reduced |
| Quantbot Technologies LP | 177 | $3.20K | 0.00% | +177 | New |
| Glen Eagle Advisors, LLC | 124 | $2.24K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 56 | $1.01K | 0.00% | +56 | New |
| Covestor Ltd | 43 | $1.00K | 0.00% | −58−57.4% | Reduced |
| Raffa Wealth Management, LLC | 33 | $597 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 8 | $145 | 0.00% | +8 | New |
| Stifel Financial Corp | 0 | $0 | 0.00% | −57,339−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −50,530−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −23,782−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −21,144−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −16,816−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −12,220−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −11,471−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −8,727−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −8,636−100.0% | Sold out |
| Arizona State Retirement System | 0 | $0 | 0.00% | −8,473−100.0% | Sold out |
| River Oaks Capital LLC | 0 | $0 | 0.00% | −3,800−100.0% | Sold out |
| Cary Street Partners Asset Management LLC | 0 | $0 | 0.00% | −1,650−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −421−100.0% | Sold out |
| Costello Asset Management, INC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Farther Finance Advisors, LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −14−100.0% | Sold out |