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, Q1 2024
Institutional positions in Univest Financial Corp as of Mar 31, 2024. 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
- −3 vs. Q4 2023
- Shares held
- 21.9M
- −207.1K (−0.9%) vs. Q4 2023
- Total value
- $456.0M
- −$30.9M (−6.3%) vs. Q4 2023
- New holders
- 14
- 49 more added
- Sold out
- 17
- 44 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Univest Financial Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 26 | $0 | 0.00% | +26 | New |
| Rothschild Investment LLC | 5 | $104 | 0.00% | +5 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8 | $166 | 0.00% | +8 | New |
| Farther Finance Advisors, LLC | 13 | $265 | 0.00% | +11+550.0% | Added |
| Principal Securities, Inc. | 14 | $291 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 30 | $625 | 0.00% | −1,042−97.2% | Reduced |
| Raffa Wealth Management, LLC | 33 | $687 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 38 | $791 | 0.00% | +38 | New |
| Covestor Ltd | 34 | $1.00K | 0.00% | −51−60.0% | Reduced |
| Private Wealth Management Group, LLC | 75 | $1.56K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 89 | $1.85K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 121 | $2.52K | 0.00% | +44+57.1% | Added |
| Glen Eagle Advisors, LLC | 124 | $2.58K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 126 | $2.62K | 0.00% | −7−5.3% | Reduced |
| EntryPoint Capital, LLC | 174 | $3.62K | 0.00% | −1,804−91.2% | Reduced |
| US Bancorp | 473 | $9.85K | 0.00% | +130+37.9% | Added |
| Blue Bell Private Wealth Management, LLC | 550 | $11.5K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 990 | $20.6K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 996 | $21.0K | 0.00% | −1,553−60.9% | Reduced |
| CWM, LLC | 1,193 | $25.0K | 0.00% | +565+90.0% | Added |
| Lindbrook Capital, LLC | 1,227 | $25.5K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,476 | $31.0K | 0.00% | −5,355−78.4% | Reduced |
| Metropolitan Life Insurance Co | 1,541 | $32.1K | 0.00% | −318−17.1% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 1,983 | $41.3K | 0.01% | +1,983 | New |
| Parallel Advisors, LLC | 2,271 | $47.3K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,656 | $55.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,862 | $59.6K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,960 | $61.6K | 0.00% | +107+3.8% | Added |
| The PNC Financial Services Group, Inc. | 4,134 | $86.1K | 0.00% | −147−3.4% | Reduced |
| Great West Life Assurance Co | 5,541 | $115.0K | 0.00% | −98−1.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,191 | $128.9K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 7,004 | $145.8K | 0.01% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 7,679 | $159.9K | 0.02% | 00.0% | Unchanged |
| Shell Asset Management Co | 7,232 | $165.0K | 0.01% | −701−8.8% | Reduced |
| Comerica Bank | 8,609 | $179.2K | 0.00% | +8,535+11,533.8% | Added |
| Quadrant Capital Group LLC | 8,906 | $185.4K | 0.01% | −156−1.7% | Reduced |
| Public Employees Retirement Association of Colorado | 9,600 | $200.0K | 0.00% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 9,645 | $200.8K | 0.02% | −519−5.1% | Reduced |
| Balyasny Asset Management LLC | 9,724 | $202.5K | 0.00% | +9,724 | New |
| Stanley-Laman Group, Ltd. | 9,884 | $205.8K | 0.03% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 10,227 | $212.9K | 0.07% | 00.0% | Unchanged |
| Wells Fargo & Company | 10,465 | $217.9K | 0.00% | −2,078−16.6% | Reduced |
| Voya Investment Management LLC | 10,936 | $227.7K | 0.00% | −2,457−18.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 11,988 | $249.6K | 0.01% | 00.0% | Unchanged |
| Jump Financial, LLC | 12,076 | $251.4K | 0.01% | +12,076 | New |
| Commonwealth Equity Services, LLC | 12,104 | $252.0K | 0.00% | +267+2.3% | Added |
| Bernardo Wealth Planning LLC | 12,493 | $260.1K | 0.07% | +12,493 | New |
| New York State Common Retirement Fund | 12,907 | $268.7K | 0.00% | −14−0.1% | Reduced |
| Deutsche Bank AG | 13,152 | $273.8K | 0.00% | +441+3.5% | Added |
| Janus Henderson Group PLC | 13,329 | $277.1K | 0.00% | +20.0% | Added |
| Millennium Management LLC | 13,409 | $279.2K | 0.00% | +13,409 | New |
| Citadel Advisors LLC | 13,959 | $290.6K | 0.00% | −3,863−21.7% | Reduced |
| Tudor Investment Corp Et Al | 14,164 | $294.9K | 0.00% | −8,594−37.8% | Reduced |
| American International Group, Inc. | 14,302 | $297.8K | 0.00% | −123−0.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 12,532 | $301.3K | 0.00% | 00.0% | Unchanged |
| First Hawaiian Bank | 14,644 | $304.9K | 0.01% | 00.0% | Unchanged |
| Apexium Financial, LP | 14,852 | $309.2K | 0.02% | 00.0% | Unchanged |
| MetLife Investment Management | 15,049 | $313.3K | 0.00% | 00.0% | Unchanged |
| Trexquant Investment LP | 15,376 | $320.1K | 0.01% | +15,376 | New |
| Insight Advisors, LLC | 16,250 | $338.3K | 0.07% | 00.0% | Unchanged |
| Quest Partners LLC | 16,534 | $344.2K | 0.06% | +16,534 | New |
| First Manhattan Co | 16,783 | $349.4K | 0.00% | −1,006−5.7% | Reduced |
| Campbell & CO Investment Adviser LLC | 16,922 | $352.3K | 0.03% | +2,546+17.7% | Added |
| Keeley-Teton Advisors, LLC | 17,600 | $366.4K | 0.05% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 18,064 | $376.1K | 0.00% | +3,403+23.2% | Added |
| Teacher Retirement System of Texas | 18,247 | $380.0K | 0.00% | −9,088−33.2% | Reduced |
| Truist Financial Corp | 18,576 | $386.8K | 0.00% | +18,576 | New |
| Everhart Financial Group, Inc. | 19,260 | $401.0K | 0.12% | +7,973+70.6% | Added |
| BNP Paribas Arbitrage, SA | 19,713 | $410.4K | 0.00% | +1,909+10.7% | Added |
| Franklin Resources Inc | 20,889 | $434.9K | 0.00% | +20,889 | New |
| LSV Asset Management | 21,000 | $437.0K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 23,328 | $485.0K | 0.00% | −6,995−23.1% | Reduced |
| Citigroup Inc | 25,448 | $529.8K | 0.00% | +720+2.9% | Added |
| State Board of Administration of Florida Retirement System | 22,336 | $530.3K | 0.00% | +22,336 | New |
| Alliancebernstein L.P. | 26,056 | $542.5K | 0.00% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 26,746 | $556.9K | 0.00% | +1,287+5.1% | Added |
| Girard Partners Ltd. | 26,977 | $561.7K | 0.05% | +100.0% | Added |
| Credit Suisse AG | 27,489 | $572.3K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 27,800 | $578.0K | 0.00% | −1,800−6.1% | Reduced |
| UBS Asset Management Americas Inc | 29,148 | $606.9K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 29,452 | $613.2K | 0.00% | −1,576−5.1% | Reduced |
| Smartleaf Asset Management LLC | 29,879 | $616.7K | 0.12% | +2,859+10.6% | Added |
| Wedge Capital Management L L P | 32,017 | $666.6K | 0.01% | +8,449+35.8% | Added |
| Creative Planning | 32,988 | $686.8K | 0.00% | +1,624+5.2% | Added |
| BLB&B Advisors, LLC | 33,164 | $690.5K | 0.04% | +10.0% | Added |
| LPL Financial LLC | 33,165 | $690.5K | 0.00% | +119+0.4% | Added |
| Legal & General Group Plc | 33,581 | $699.2K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 35,258 | $734.1K | 0.01% | +18,121+105.7% | Added |
| Keybank National Association | 35,496 | $739.0K | 0.00% | −45−0.1% | Reduced |
| Raymond James & Associates | 36,862 | $767.5K | 0.00% | +6,088+19.8% | Added |
| Pacific Ridge Capital Partners, LLC | 37,363 | $777.9K | 0.17% | −9,692−20.6% | Reduced |
| Compass Ion Advisors, LLC | 38,374 | $798.9K | 0.11% | +136+0.4% | Added |
| UBS Group AG | 38,976 | $811.5K | 0.00% | −7,923−16.9% | Reduced |
| IVC Wealth Advisors LLC | 40,343 | $839.9K | 0.48% | −394−1.0% | Reduced |
| Los Angeles Capital Management LLC | 40,445 | $842.1K | 0.00% | −310−0.8% | Reduced |
| Price T Rowe Associates Inc | 40,578 | $845.0K | 0.00% | −4,859−10.7% | Reduced |
| Two Sigma Investments, LP | 42,860 | $892.3K | 0.00% | +2,677+6.7% | Added |
| Rhumbline Advisers | 47,263 | $984.0K | 0.00% | +1,269+2.8% | Added |
| Victory Capital Management Inc | 49,800 | $1.04M | 0.00% | +2,000+4.2% | Added |
| Logan Capital Management Inc | 50,427 | $1.05M | 0.04% | 00.0% | Unchanged |