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, Q3 2023
Institutional positions in Univest Financial Corp as of Sep 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
- 135
- −2 vs. Q2 2023
- Shares held
- 21.6M
- +44.0K (+0.2%) vs. Q2 2023
- Total value
- $375.8M
- −$14.9M (−3.8%) vs. Q2 2023
- New holders
- 9
- 61 more added
- Sold out
- 11
- 41 more reduced
2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Univest Financial Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raffa Wealth Management, LLC | 33 | $574 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 84 | $1.00K | 0.00% | +41+95.3% | Added |
| Lindbrook Capital, LLC | 65 | $1.13K | 0.00% | −321−83.2% | Reduced |
| Allworth Financial LP | 78 | $1.36K | 0.00% | +22+39.3% | Added |
| First Horizon Advisors, Inc. | 89 | $1.55K | 0.00% | +89 | New |
| Glen Eagle Advisors, LLC | 124 | $2.15K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 219 | $3.81K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 373 | $6.48K | 0.00% | +373 | New |
| Blue Bell Private Wealth Management, LLC | 550 | $9.56K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 557 | $9.68K | 0.00% | −284−33.8% | Reduced |
| CWM, LLC | 607 | $11.0K | 0.00% | +352+138.0% | Added |
| Parkside Financial Bank & Trust | 661 | $11.5K | 0.00% | +83+14.4% | Added |
| US Bancorp | 759 | $13.2K | 0.00% | −678−47.2% | Reduced |
| Signaturefd, LLC | 912 | $15.9K | 0.00% | −677−42.6% | Reduced |
| Lazard Asset Management LLC | 1,201 | $20.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 1,300 | $23.0K | 0.00% | −1,800−58.1% | Reduced |
| Advisor Group Holdings, Inc. | 1,400 | $24.3K | 0.00% | −86−5.8% | Reduced |
| Tower Research Capital LLC (TRC) | 1,429 | $24.8K | 0.00% | +600+72.4% | Added |
| Metropolitan Life Insurance Co | 1,859 | $32.3K | 0.00% | +358+23.9% | Added |
| Quantbot Technologies LP | 2,000 | $34.8K | 0.00% | +1,823+1,029.9% | Added |
| The PNC Financial Services Group, Inc. | 2,187 | $38.0K | 0.00% | +38+1.8% | Added |
| Bessemer Group Inc | 2,656 | $46.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 2,845 | $49.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,862 | $49.7K | 0.00% | +600+26.5% | Added |
| Nisa Investment Advisors, LLC | 3,490 | $60.7K | 0.00% | −23−0.7% | Reduced |
| Elequin Capital LP | 3,678 | $63.9K | 0.01% | −6,367−63.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 4,403 | $76.5K | 0.00% | −146,886−97.1% | Reduced |
| Royal Bank of Canada | 4,917 | $86.0K | 0.00% | +1,582+47.4% | Added |
| Quadrant Capital Group LLC | 4,954 | $86.1K | 0.01% | +1,557+45.8% | Added |
| Great West Life Assurance Co | 5,790 | $100.0K | 0.00% | +3,283+131.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,191 | $107.6K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 6,486 | $112.7K | 0.00% | +6,486 | New |
| Trust Co of Vermont | 7,004 | $121.7K | 0.01% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 7,679 | $133.5K | 0.02% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 9,600 | $167.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 9,619 | $167.2K | 0.00% | −11,690−54.9% | Reduced |
| Bernardo Wealth Planning LLC | 10,085 | $175.3K | 0.07% | −964−8.7% | Reduced |
| WealthTrust Axiom LLC | 10,227 | $177.7K | 0.06% | −207−2.0% | Reduced |
| Shell Asset Management Co | 10,392 | $181.0K | 0.01% | −163−1.5% | Reduced |
| Wells Fargo & Company | 10,779 | $187.3K | 0.00% | −3,482−24.4% | Reduced |
| Everhart Financial Group, Inc. | 10,942 | $190.2K | 0.08% | +10,942 | New |
| Bailard, Inc. | 11,000 | $191.2K | 0.01% | +11,000 | New |
| Trexquant Investment LP | 11,651 | $202.5K | 0.01% | +11,651 | New |
| Commonwealth Equity Services, LLC | 11,926 | $207.0K | 0.00% | +10.0% | Added |
| Aigen Investment Management, LP | 11,974 | $208.1K | 0.04% | +11,974 | New |
| Cary Street Partner Investment Advisory LLC | 12,188 | $211.8K | 0.01% | +1,650+15.7% | Added |
| Occudo Quantitative Strategies LP | 12,341 | $214.5K | 0.03% | +12,341 | New |
| HSBC Holdings PLC | 12,514 | $217.4K | 0.00% | −252−2.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 12,532 | $217.8K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 12,711 | $220.9K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 12,829 | $223.0K | 0.00% | −539−4.0% | Reduced |
| New York State Common Retirement Fund | 12,911 | $224.4K | 0.00% | +13+0.1% | Added |
| Janus Henderson Group PLC | 13,351 | $231.9K | 0.00% | +20.0% | Added |
| Voya Investment Management LLC | 13,449 | $233.7K | 0.00% | +360+2.8% | Added |
| Watershed Asset Management, L.L.C. | 13,782 | $239.5K | 0.29% | +13,782 | New |
| Truist Financial Corp | 13,804 | $239.9K | 0.00% | −2,526−15.5% | Reduced |
| American International Group, Inc. | 14,483 | $251.7K | 0.00% | +515+3.7% | Added |
| First Hawaiian Bank | 14,644 | $254.5K | 0.01% | 00.0% | Unchanged |
| Apexium Financial, LP | 14,852 | $258.1K | 0.03% | −200−1.3% | Reduced |
| New York Life Investment Management LLC | 14,998 | $260.7K | 0.00% | −2,362−13.6% | Reduced |
| MetLife Investment Management | 15,049 | $261.6K | 0.00% | 00.0% | Unchanged |
| Insight Advisors, LLC | 16,250 | $282.4K | 0.06% | +250+1.6% | Added |
| Keeley-Teton Advisors, LLC | 17,600 | $305.9K | 0.04% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 17,752 | $308.5K | 0.00% | −3,725−17.3% | Reduced |
| LSV Asset Management | 21,000 | $365.0K | 0.00% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 21,120 | $367.1K | 0.01% | −32,682−60.7% | Reduced |
| Keybank National Association | 22,291 | $387.4K | 0.00% | +100.0% | Added |
| BNP Paribas Arbitrage, SA | 23,399 | $406.7K | 0.00% | +15,742+205.6% | Added |
| UBS Group AG | 25,787 | $448.2K | 0.00% | +9,166+55.1% | Added |
| Alliancebernstein L.P. | 26,056 | $452.9K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 26,519 | $460.9K | 0.00% | +1,942+7.9% | Added |
| Girard Partners Ltd. | 26,967 | $468.7K | 0.05% | 00.0% | Unchanged |
| Credit Suisse AG | 28,868 | $501.7K | 0.00% | −1,565−5.1% | Reduced |
| Emerald Mutual Fund Advisers Trust | 28,927 | $502.8K | 0.03% | 00.0% | Unchanged |
| First Manhattan Co | 29,047 | $504.8K | 0.00% | −578−2.0% | Reduced |
| UBS Asset Management Americas Inc | 29,148 | $506.6K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 32,000 | $556.0K | 0.01% | −17,837−35.8% | Reduced |
| LPL Financial LLC | 32,047 | $557.0K | 0.00% | +429+1.4% | Added |
| California State Teachers Retirement System | 32,401 | $563.1K | 0.00% | −2,327−6.7% | Reduced |
| Martingale Asset Management L P | 32,916 | $572.1K | 0.01% | +14,599+79.7% | Added |
| BLB&B Advisors, LLC | 33,162 | $576.4K | 0.04% | +10.0% | Added |
| Legal & General Group Plc | 33,581 | $583.6K | 0.00% | +14,286+74.0% | Added |
| STRS Ohio | 34,200 | $594.0K | 0.00% | +5,700+20.0% | Added |
| Cubist Systematic Strategies, LLC | 34,271 | $595.6K | 0.01% | +4,131+13.7% | Added |
| Teacher Retirement System of Texas | 35,457 | $616.0K | 0.00% | −3,178−8.2% | Reduced |
| Compass Ion Advisors, LLC | 38,096 | $662.1K | 0.11% | +147+0.4% | Added |
| Los Angeles Capital Management LLC | 40,755 | $708.3K | 0.00% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 40,987 | $712.4K | 0.48% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 41,121 | $715.0K | 0.00% | +8,971+27.9% | Added |
| Victory Capital Management Inc | 41,893 | $728.1K | 0.00% | −2,342−5.3% | Reduced |
| Pacific Ridge Capital Partners, LLC | 47,055 | $817.8K | 0.19% | −140−0.3% | Reduced |
| Rhumbline Advisers | 48,147 | $836.8K | 0.00% | −311−0.6% | Reduced |
| Endeavour Capital Advisors Inc | 48,418 | $841.5K | 0.34% | +27,740+134.2% | Added |
| Logan Capital Management Inc | 50,427 | $876.4K | 0.04% | 00.0% | Unchanged |
| Invesco Ltd. | 51,979 | $903.4K | 0.00% | +336+0.7% | Added |
| Arrowstreet Capital, Limited Partnership | 52,780 | $917.0K | 0.00% | +3,033+6.1% | Added |
| D. E. Shaw & Co., Inc. | 53,613 | $931.8K | 0.00% | +23,327+77.0% | Added |
| Empowered Funds, LLC | 55,256 | $960.3K | 0.03% | +23,577+74.4% | Added |
| Thrivent Financial for Lutherans | 61,784 | $1.07M | 0.00% | +21,413+53.0% | Added |
| Barclays PLC | 64,598 | $1.12M | 0.00% | +2,010+3.2% | Added |