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 |
|---|---|---|---|---|---|
| Public Employees Retirement Association of Colorado | 9,600 | $167.0K | 0.00% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 7,679 | $133.5K | 0.02% | 00.0% | Unchanged |
| Trust Co of Vermont | 7,004 | $121.7K | 0.01% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 6,486 | $112.7K | 0.00% | +6,486 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,191 | $107.6K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 5,790 | $100.0K | 0.00% | +3,283+131.0% | Added |
| Quadrant Capital Group LLC | 4,954 | $86.1K | 0.01% | +1,557+45.8% | Added |
| Royal Bank of Canada | 4,917 | $86.0K | 0.00% | +1,582+47.4% | Added |
| Allspring Global Investments Holdings, LLC | 4,403 | $76.5K | 0.00% | −146,886−97.1% | Reduced |
| Elequin Capital LP | 3,678 | $63.9K | 0.01% | −6,367−63.4% | Reduced |
| Nisa Investment Advisors, LLC | 3,490 | $60.7K | 0.00% | −23−0.7% | Reduced |
| Ameritas Investment Partners, Inc. | 2,862 | $49.7K | 0.00% | +600+26.5% | Added |
| Amalgamated Bank | 2,845 | $49.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,656 | $46.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,187 | $38.0K | 0.00% | +38+1.8% | Added |
| Quantbot Technologies LP | 2,000 | $34.8K | 0.00% | +1,823+1,029.9% | Added |
| Metropolitan Life Insurance Co | 1,859 | $32.3K | 0.00% | +358+23.9% | Added |
| Tower Research Capital LLC (TRC) | 1,429 | $24.8K | 0.00% | +600+72.4% | Added |
| Advisor Group Holdings, Inc. | 1,400 | $24.3K | 0.00% | −86−5.8% | Reduced |
| Aquatic Capital Management LLC | 1,300 | $23.0K | 0.00% | −1,800−58.1% | Reduced |
| Lazard Asset Management LLC | 1,201 | $20.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 912 | $15.9K | 0.00% | −677−42.6% | Reduced |
| US Bancorp | 759 | $13.2K | 0.00% | −678−47.2% | Reduced |
| Parkside Financial Bank & Trust | 661 | $11.5K | 0.00% | +83+14.4% | Added |
| CWM, LLC | 607 | $11.0K | 0.00% | +352+138.0% | Added |
| Parallel Advisors, LLC | 557 | $9.68K | 0.00% | −284−33.8% | Reduced |
| Blue Bell Private Wealth Management, LLC | 550 | $9.56K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 373 | $6.48K | 0.00% | +373 | New |
| Huntington National Bank | 219 | $3.81K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 124 | $2.15K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 89 | $1.55K | 0.00% | +89 | New |
| Allworth Financial LP | 78 | $1.36K | 0.00% | +22+39.3% | Added |
| Lindbrook Capital, LLC | 65 | $1.13K | 0.00% | −321−83.2% | Reduced |
| Covestor Ltd | 84 | $1.00K | 0.00% | +41+95.3% | Added |
| Raffa Wealth Management, LLC | 33 | $574 | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 0 | $0 | 0.00% | −68,721−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −71,728−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −20,465−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −16,785−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −14,497−100.0% | Sold out |
| State Board of Administration of Florida Retirement System | 0 | $0 | 0.00% | −12,542−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −12,230−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −11,664−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −10,006−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −305−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| EA Series Trust | – | – | – | – | Not filed |
| Kistler-Tiffany Companies, LLC | – | – | – | – | Not filed |