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 |
|---|---|---|---|---|---|
| Balyasny Asset Management LLC | 9,724 | $202.5K | 0.00% | +9,724 | New |
| Y-Intercept (Hong Kong) Ltd | 9,645 | $200.8K | 0.02% | −519−5.1% | Reduced |
| Public Employees Retirement Association of Colorado | 9,600 | $200.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 8,906 | $185.4K | 0.01% | −156−1.7% | Reduced |
| Comerica Bank | 8,609 | $179.2K | 0.00% | +8,535+11,533.8% | Added |
| Shell Asset Management Co | 7,232 | $165.0K | 0.01% | −701−8.8% | Reduced |
| Hendershot Investments Inc. | 7,679 | $159.9K | 0.02% | 00.0% | Unchanged |
| Trust Co of Vermont | 7,004 | $145.8K | 0.01% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,191 | $128.9K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 5,541 | $115.0K | 0.00% | −98−1.7% | Reduced |
| The PNC Financial Services Group, Inc. | 4,134 | $86.1K | 0.00% | −147−3.4% | Reduced |
| Signaturefd, LLC | 2,960 | $61.6K | 0.00% | +107+3.8% | Added |
| Ameritas Investment Partners, Inc. | 2,862 | $59.6K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,656 | $55.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,271 | $47.3K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 1,983 | $41.3K | 0.01% | +1,983 | New |
| Metropolitan Life Insurance Co | 1,541 | $32.1K | 0.00% | −318−17.1% | Reduced |
| Royal Bank of Canada | 1,476 | $31.0K | 0.00% | −5,355−78.4% | Reduced |
| Lindbrook Capital, LLC | 1,227 | $25.5K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,193 | $25.0K | 0.00% | +565+90.0% | Added |
| Amalgamated Bank | 996 | $21.0K | 0.00% | −1,553−60.9% | Reduced |
| Nisa Investment Advisors, LLC | 990 | $20.6K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 550 | $11.5K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 473 | $9.85K | 0.00% | +130+37.9% | Added |
| EntryPoint Capital, LLC | 174 | $3.62K | 0.00% | −1,804−91.2% | Reduced |
| Allworth Financial LP | 126 | $2.62K | 0.00% | −7−5.3% | Reduced |
| Glen Eagle Advisors, LLC | 124 | $2.58K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 121 | $2.52K | 0.00% | +44+57.1% | Added |
| First Horizon Advisors, Inc. | 89 | $1.85K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 75 | $1.56K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 34 | $1.00K | 0.00% | −51−60.0% | Reduced |
| IFP Advisors, Inc | 38 | $791 | 0.00% | +38 | New |
| Raffa Wealth Management, LLC | 33 | $687 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 30 | $625 | 0.00% | −1,042−97.2% | Reduced |
| Principal Securities, Inc. | 14 | $291 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 13 | $265 | 0.00% | +11+550.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8 | $166 | 0.00% | +8 | New |
| Rothschild Investment LLC | 5 | $104 | 0.00% | +5 | New |
| Simplex Trading, LLC | 26 | $0 | 0.00% | +26 | New |
| Boston Partners | 0 | $0 | 0.00% | −439,664−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −33,400−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −17,970−100.0% | Sold out |
| Emerald Mutual Fund Advisers Trust | 0 | $0 | 0.00% | −17,077−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −15,594−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −14,734−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −13,690−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −11,724−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −11,228−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −10,818−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −8,541−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −8,054−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −5,597−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −3,297−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −27−100.0% | Sold out |