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 |
|---|---|---|---|---|---|
| WealthTrust Axiom LLC | 10,227 | $225.3K | 0.08% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 10,164 | $223.9K | 0.02% | +10,164 | New |
| Stanley-Laman Group, Ltd. | 9,884 | $217.7K | 0.03% | +9,884 | New |
| Public Employees Retirement Association of Colorado | 9,600 | $211.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 9,062 | $199.6K | 0.02% | +4,108+82.9% | Added |
| Tower Research Capital LLC (TRC) | 8,541 | $188.2K | 0.00% | +7,112+497.7% | Added |
| Elequin Capital LP | 8,054 | $177.4K | 0.05% | +4,376+119.0% | Added |
| Shell Asset Management Co | 7,933 | $175.0K | 0.01% | −2,459−23.7% | Reduced |
| Hendershot Investments Inc. | 7,679 | $169.2K | 0.03% | 00.0% | Unchanged |
| Trust Co of Vermont | 7,004 | $154.3K | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 6,831 | $151.0K | 0.00% | +1,914+38.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,191 | $136.4K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 5,597 | $123.3K | 0.00% | +1,194+27.1% | Added |
| Great West Life Assurance Co | 5,639 | $123.0K | 0.00% | −151−2.6% | Reduced |
| Aquatic Capital Management LLC | 4,500 | $99.0K | 0.00% | +3,200+246.2% | Added |
| The PNC Financial Services Group, Inc. | 4,281 | $94.3K | 0.00% | +2,094+95.7% | Added |
| Point72 Middle East FZE | 3,297 | $72.6K | 0.01% | +3,297 | New |
| Ameritas Investment Partners, Inc. | 2,862 | $63.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,853 | $62.9K | 0.00% | +1,941+212.8% | Added |
| Bessemer Group Inc | 2,656 | $59.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 2,549 | $56.0K | 0.00% | −296−10.4% | Reduced |
| Parallel Advisors, LLC | 2,271 | $50.0K | 0.00% | +1,714+307.7% | Added |
| EntryPoint Capital, LLC | 1,978 | $43.6K | 0.04% | +1,978 | New |
| Metropolitan Life Insurance Co | 1,859 | $41.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,227 | $27.0K | 0.00% | +1,162+1,787.7% | Added |
| Parkside Financial Bank & Trust | 1,072 | $23.6K | 0.00% | +411+62.2% | Added |
| Nisa Investment Advisors, LLC | 990 | $21.8K | 0.00% | −2,500−71.6% | Reduced |
| CWM, LLC | 628 | $14.0K | 0.00% | +21+3.5% | Added |
| Blue Bell Private Wealth Management, LLC | 550 | $12.1K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 343 | $7.56K | 0.00% | −416−54.8% | Reduced |
| Allworth Financial LP | 133 | $2.93K | 0.00% | +55+70.5% | Added |
| Glen Eagle Advisors, LLC | 124 | $2.73K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 85 | $2.00K | 0.00% | +1+1.2% | Added |
| First Horizon Advisors, Inc. | 89 | $1.96K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 75 | $1.65K | 0.00% | +75 | New |
| GAMMA Investing LLC | 77 | $1.64K | 0.00% | +77 | New |
| Comerica Bank | 74 | $1.63K | 0.00% | −299−80.2% | Reduced |
| Huntington National Bank | 56 | $1.23K | 0.00% | −163−74.4% | Reduced |
| Raffa Wealth Management, LLC | 33 | $727 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 27 | $548 | 0.00% | +27 | New |
| Principal Securities, Inc. | 14 | $308 | 0.00% | +14 | New |
| Farther Finance Advisors, LLC | 2 | $44 | 0.00% | +2 | New |
| Millennium Management LLC | 0 | $0 | 0.00% | −75,425−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −32,916−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −13,804−100.0% | Sold out |
| Watershed Asset Management, L.L.C. | 0 | $0 | 0.00% | −13,782−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −12,514−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −11,651−100.0% | Sold out |
| Bernardo Wealth Planning LLC | 0 | $0 | 0.00% | −10,085−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −6,486−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −1,201−100.0% | Sold out |