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, Q4 2023
Institutional positions in Univest Financial Corp as of Dec 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
- 142
- +7 vs. Q3 2023
- Shares held
- 22.1M
- +479.4K (+2.2%) vs. Q3 2023
- Total value
- $486.9M
- +$111.1M (+29.6%) vs. Q3 2023
- New holders
- 18
- 52 more added
- Sold out
- 11
- 45 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Univest Financial Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 2 | $44 | 0.00% | +2 | New |
| Principal Securities, Inc. | 14 | $308 | 0.00% | +14 | New |
| Spire Wealth Management | 27 | $548 | 0.00% | +27 | New |
| Raffa Wealth Management, LLC | 33 | $727 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 56 | $1.23K | 0.00% | −163−74.4% | Reduced |
| Comerica Bank | 74 | $1.63K | 0.00% | −299−80.2% | Reduced |
| GAMMA Investing LLC | 77 | $1.64K | 0.00% | +77 | New |
| Private Wealth Management Group, LLC | 75 | $1.65K | 0.00% | +75 | New |
| First Horizon Advisors, Inc. | 89 | $1.96K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 85 | $2.00K | 0.00% | +1+1.2% | Added |
| Glen Eagle Advisors, LLC | 124 | $2.73K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 133 | $2.93K | 0.00% | +55+70.5% | Added |
| US Bancorp | 343 | $7.56K | 0.00% | −416−54.8% | Reduced |
| Blue Bell Private Wealth Management, LLC | 550 | $12.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 628 | $14.0K | 0.00% | +21+3.5% | Added |
| Nisa Investment Advisors, LLC | 990 | $21.8K | 0.00% | −2,500−71.6% | Reduced |
| Parkside Financial Bank & Trust | 1,072 | $23.6K | 0.00% | +411+62.2% | Added |
| Lindbrook Capital, LLC | 1,227 | $27.0K | 0.00% | +1,162+1,787.7% | Added |
| Metropolitan Life Insurance Co | 1,859 | $41.0K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 1,978 | $43.6K | 0.04% | +1,978 | New |
| Parallel Advisors, LLC | 2,271 | $50.0K | 0.00% | +1,714+307.7% | Added |
| Amalgamated Bank | 2,549 | $56.0K | 0.00% | −296−10.4% | Reduced |
| Bessemer Group Inc | 2,656 | $59.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,853 | $62.9K | 0.00% | +1,941+212.8% | Added |
| Ameritas Investment Partners, Inc. | 2,862 | $63.0K | 0.00% | 00.0% | Unchanged |
| Point72 Middle East FZE | 3,297 | $72.6K | 0.01% | +3,297 | New |
| The PNC Financial Services Group, Inc. | 4,281 | $94.3K | 0.00% | +2,094+95.7% | Added |
| Aquatic Capital Management LLC | 4,500 | $99.0K | 0.00% | +3,200+246.2% | Added |
| Great West Life Assurance Co | 5,639 | $123.0K | 0.00% | −151−2.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 5,597 | $123.3K | 0.00% | +1,194+27.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,191 | $136.4K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 6,831 | $151.0K | 0.00% | +1,914+38.9% | Added |
| Trust Co of Vermont | 7,004 | $154.3K | 0.01% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 7,679 | $169.2K | 0.03% | 00.0% | Unchanged |
| Shell Asset Management Co | 7,933 | $175.0K | 0.01% | −2,459−23.7% | Reduced |
| Elequin Capital LP | 8,054 | $177.4K | 0.05% | +4,376+119.0% | Added |
| Tower Research Capital LLC (TRC) | 8,541 | $188.2K | 0.00% | +7,112+497.7% | Added |
| Quadrant Capital Group LLC | 9,062 | $199.6K | 0.02% | +4,108+82.9% | Added |
| Public Employees Retirement Association of Colorado | 9,600 | $211.0K | 0.00% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 9,884 | $217.7K | 0.03% | +9,884 | New |
| Y-Intercept (Hong Kong) Ltd | 10,164 | $223.9K | 0.02% | +10,164 | New |
| WealthTrust Axiom LLC | 10,227 | $225.3K | 0.08% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 10,818 | $238.3K | 0.03% | −1,523−12.3% | Reduced |
| Gsa Capital Partners LLP | 11,228 | $247.0K | 0.02% | +11,228 | New |
| Everhart Financial Group, Inc. | 11,287 | $248.7K | 0.09% | +345+3.2% | Added |
| Aigen Investment Management, LP | 11,724 | $258.3K | 0.05% | −250−2.1% | Reduced |
| Commonwealth Equity Services, LLC | 11,837 | $261.0K | 0.00% | −89−0.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 11,988 | $264.1K | 0.01% | −200−1.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 12,532 | $276.1K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 12,543 | $276.3K | 0.00% | +1,764+16.4% | Added |
| Deutsche Bank AG | 12,711 | $280.0K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 12,921 | $284.6K | 0.00% | +10+0.1% | Added |
| Janus Henderson Group PLC | 13,327 | $293.5K | 0.00% | −24−0.2% | Reduced |
| Voya Investment Management LLC | 13,393 | $295.0K | 0.00% | −56−0.4% | Reduced |
| D. E. Shaw & Co., Inc. | 13,690 | $301.6K | 0.00% | −39,923−74.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 14,376 | $316.7K | 0.03% | +14,376 | New |
| American International Group, Inc. | 14,425 | $317.8K | 0.00% | −58−0.4% | Reduced |
| First Hawaiian Bank | 14,644 | $322.6K | 0.01% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 14,661 | $323.0K | 0.00% | −337−2.2% | Reduced |
| Jane Street Group, LLC | 14,734 | $324.6K | 0.00% | +14,734 | New |
| Apexium Financial, LP | 14,852 | $327.2K | 0.02% | 00.0% | Unchanged |
| MetLife Investment Management | 15,049 | $331.5K | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 15,594 | $343.5K | 0.00% | +15,594 | New |
| Insight Advisors, LLC | 16,250 | $358.0K | 0.08% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 17,077 | $376.2K | 0.02% | −11,850−41.0% | Reduced |
| Cubist Systematic Strategies, LLC | 17,137 | $377.5K | 0.00% | −17,134−50.0% | Reduced |
| Keeley-Teton Advisors, LLC | 17,600 | $387.7K | 0.05% | 00.0% | Unchanged |
| First Manhattan Co | 17,789 | $391.9K | 0.00% | −11,258−38.8% | Reduced |
| BNP Paribas Arbitrage, SA | 17,804 | $392.2K | 0.00% | −5,595−23.9% | Reduced |
| Citadel Advisors LLC | 17,822 | $392.6K | 0.00% | +17,822 | New |
| Susquehanna International Group, LLP | 17,970 | $395.9K | 0.00% | +17,970 | New |
| LSV Asset Management | 21,000 | $463.0K | 0.00% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 22,758 | $501.4K | 0.01% | +22,758 | New |
| Wedge Capital Management L L P | 23,568 | $519.2K | 0.01% | +2,448+11.6% | Added |
| Citigroup Inc | 24,728 | $544.8K | 0.00% | +15,109+157.1% | Added |
| Rafferty Asset Management, LLC | 25,459 | $560.9K | 0.00% | +7,707+43.4% | Added |
| Alliancebernstein L.P. | 26,056 | $574.0K | 0.00% | 00.0% | Unchanged |
| Girard Partners Ltd. | 26,967 | $594.1K | 0.06% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 27,335 | $602.0K | 0.00% | −8,122−22.9% | Reduced |
| Smartleaf Asset Management LLC | 27,020 | $602.6K | 0.16% | +27,020 | New |
| Credit Suisse AG | 27,489 | $605.6K | 0.00% | −1,379−4.8% | Reduced |
| UBS Asset Management Americas Inc | 29,148 | $642.1K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 29,600 | $652.0K | 0.00% | −4,600−13.5% | Reduced |
| HRT Financial LP | 30,323 | $668.0K | 0.00% | −1,677−5.2% | Reduced |
| Raymond James & Associates | 30,774 | $678.0K | 0.00% | +4,255+16.0% | Added |
| California State Teachers Retirement System | 31,028 | $683.5K | 0.00% | −1,373−4.2% | Reduced |
| Creative Planning | 31,364 | $690.9K | 0.00% | +18,535+144.5% | Added |
| LPL Financial LLC | 33,046 | $728.0K | 0.00% | +999+3.1% | Added |
| BLB&B Advisors, LLC | 33,163 | $730.6K | 0.05% | +10.0% | Added |
| Bailard, Inc. | 33,400 | $735.8K | 0.02% | +22,400+203.6% | Added |
| Legal & General Group Plc | 33,581 | $739.8K | 0.00% | 00.0% | Unchanged |
| Keybank National Association | 35,541 | $783.0K | 0.00% | +13,250+59.4% | Added |
| Compass Ion Advisors, LLC | 38,238 | $842.4K | 0.13% | +142+0.4% | Added |
| Two Sigma Investments, LP | 40,183 | $885.2K | 0.00% | −39,252−49.4% | Reduced |
| IVC Wealth Advisors LLC | 40,737 | $897.4K | 0.56% | −250−0.6% | Reduced |
| Los Angeles Capital Management LLC | 40,755 | $897.8K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 45,437 | $1.00M | 0.00% | +4,316+10.5% | Added |
| Rhumbline Advisers | 45,994 | $1.01M | 0.00% | −2,153−4.5% | Reduced |
| UBS Group AG | 46,899 | $1.03M | 0.00% | +21,112+81.9% | Added |
| Pacific Ridge Capital Partners, LLC | 47,055 | $1.04M | 0.21% | 00.0% | Unchanged |