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, Q2 2024
Institutional positions in Univest Financial Corp as of Jun 30, 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
- 140
- +3 vs. Q1 2024
- Shares held
- 21.7M
- −157.3K (−0.7%) vs. Q1 2024
- Total value
- $495.4M
- +$40.0M (+8.8%) vs. Q1 2024
- New holders
- 18
- 47 more added
- Sold out
- 15
- 47 more reduced
2 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Univest Financial Corp; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TFC Financial Management | 1 | $23 | 0.00% | +1 | New |
| Farther Finance Advisors, LLC | 13 | $295 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 14 | $320 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 15 | $342 | 0.00% | +10+200.0% | Added |
| Lynx Investment Advisory | 20 | $457 | 0.00% | +20 | New |
| Raffa Wealth Management, LLC | 33 | $753 | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 35 | $799 | 0.00% | +35 | New |
| Covestor Ltd | 59 | $1.00K | 0.00% | +25+73.5% | Added |
| Simplex Trading, LLC | 66 | $1.00K | 0.00% | +40+153.8% | Added |
| International Assets Investment Management, LLC | 52 | $1.19K | 0.00% | +52 | New |
| First Horizon Advisors, Inc. | 89 | $2.03K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 121 | $2.76K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 124 | $2.83K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 131 | $2.99K | 0.00% | +131 | New |
| Allworth Financial LP | 140 | $3.75K | 0.00% | +14+11.1% | Added |
| C M Bidwell & Associates Ltd | 168 | $3.83K | 0.00% | +168 | New |
| Russell Investments Group, Ltd. | 191 | $4.36K | 0.00% | +191 | New |
| Blue Bell Private Wealth Management, LLC | 550 | $12.6K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 616 | $14.1K | 0.00% | +143+30.2% | Added |
| Fifth Third Bancorp | 619 | $14.1K | 0.00% | +619 | New |
| SRS Capital Advisors, Inc. | 719 | $16.4K | 0.00% | +719 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 807 | $18.4K | 0.00% | −1,176−59.3% | Reduced |
| Nisa Investment Advisors, LLC | 990 | $22.6K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 996 | $23.0K | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 1,236 | $28.2K | 0.01% | +1,236 | New |
| EntryPoint Capital, LLC | 1,400 | $32.0K | 0.01% | +1,226+704.6% | Added |
| Lindbrook Capital, LLC | 1,542 | $35.2K | 0.00% | +315+25.7% | Added |
| Parallel Advisors, LLC | 2,271 | $51.8K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,656 | $61.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,862 | $65.3K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,923 | $66.7K | 0.00% | −37−1.3% | Reduced |
| Royal Bank of Canada | 3,333 | $76.0K | 0.00% | +1,857+125.8% | Added |
| CWM, LLC | 3,731 | $85.0K | 0.00% | +2,538+212.7% | Added |
| The PNC Financial Services Group, Inc. | 4,375 | $99.9K | 0.00% | +241+5.8% | Added |
| Ariadne Wealth Management, LP | 10,137 | $123.9K | 0.11% | +10,137 | New |
| Great West Life Assurance Co | 5,516 | $126.0K | 0.00% | −25−0.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,191 | $141.3K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 7,004 | $159.9K | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 7,517 | $171.6K | 0.00% | −1,092−12.7% | Reduced |
| Quest Partners LLC | 7,636 | $174.3K | 0.02% | −8,898−53.8% | Reduced |
| Hendershot Investments Inc. | 7,679 | $175.3K | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 8,301 | $189.5K | 0.00% | +8,301 | New |
| Quadrant Capital Group LLC | 8,731 | $199.3K | 0.01% | −175−2.0% | Reduced |
| Occudo Quantitative Strategies LP | 9,206 | $210.2K | 0.04% | +9,206 | New |
| Public Employees Retirement Association of Colorado | 9,600 | $219.0K | 0.00% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 9,884 | $225.7K | 0.03% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 10,227 | $233.5K | 0.08% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 10,713 | $244.6K | 0.02% | −6,209−36.7% | Reduced |
| HRT Financial LP | 10,972 | $250.0K | 0.00% | −12,356−53.0% | Reduced |
| Voya Investment Management LLC | 11,198 | $255.7K | 0.00% | +262+2.4% | Added |
| Commonwealth Equity Services, LLC | 11,967 | $273.0K | 0.00% | −137−1.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 12,042 | $274.9K | 0.01% | +54+0.5% | Added |
| First Manhattan Co | 12,762 | $291.4K | 0.00% | −4,021−24.0% | Reduced |
| Deutsche Bank AG | 12,880 | $294.1K | 0.00% | −272−2.1% | Reduced |
| New York State Common Retirement Fund | 12,914 | $294.8K | 0.00% | +7+0.1% | Added |
| Bernardo Wealth Planning LLC | 12,924 | $295.1K | 0.08% | +431+3.4% | Added |
| Janus Henderson Group PLC | 13,179 | $300.9K | 0.00% | −150−1.1% | Reduced |
| Wells Fargo & Company | 14,429 | $329.4K | 0.00% | +3,964+37.9% | Added |
| Cubist Systematic Strategies, LLC | 14,541 | $332.0K | 0.01% | −20,717−58.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 14,643 | $334.3K | 0.00% | +14,643 | New |
| First Hawaiian Bank | 14,644 | $334.3K | 0.01% | 00.0% | Unchanged |
| Apexium Financial, LP | 14,852 | $339.1K | 0.02% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 15,564 | $355.3K | 0.00% | +15,564 | New |
| Insight Advisors, LLC | 16,250 | $371.0K | 0.07% | 00.0% | Unchanged |
| MetLife Investment Management | 16,590 | $378.8K | 0.00% | +1,541+10.2% | Added |
| Keeley-Teton Advisors, LLC | 17,600 | $401.8K | 0.05% | 00.0% | Unchanged |
| Truist Financial Corp | 18,635 | $425.4K | 0.00% | +59+0.3% | Added |
| BNP Paribas Arbitrage, SA | 20,409 | $465.9K | 0.00% | +696+3.5% | Added |
| LSV Asset Management | 21,000 | $479.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 21,481 | $490.4K | 0.00% | −17,495−44.9% | Reduced |
| Everhart Financial Group, Inc. | 22,173 | $506.2K | 0.13% | +2,913+15.1% | Added |
| D. E. Shaw & Co., Inc. | 22,475 | $513.1K | 0.00% | +22,475 | New |
| Citigroup Inc | 23,131 | $528.1K | 0.00% | −2,317−9.1% | Reduced |
| Teacher Retirement System of Texas | 24,722 | $564.0K | 0.00% | +6,475+35.5% | Added |
| Alliancebernstein L.P. | 26,056 | $594.9K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 26,100 | $595.9K | 0.00% | −1,700−6.1% | Reduced |
| Rafferty Asset Management, LLC | 26,659 | $608.6K | 0.00% | −87−0.3% | Reduced |
| Jane Street Group, LLC | 27,752 | $633.6K | 0.00% | +27,752 | New |
| Wedge Capital Management L L P | 28,092 | $641.3K | 0.01% | −3,925−12.3% | Reduced |
| California State Teachers Retirement System | 28,764 | $656.7K | 0.00% | −688−2.3% | Reduced |
| Girard Partners Ltd. | 28,913 | $660.1K | 0.06% | +1,936+7.2% | Added |
| Smartleaf Asset Management LLC | 30,251 | $671.6K | 0.11% | +372+1.2% | Added |
| Victory Capital Management Inc | 30,000 | $684.9K | 0.00% | −19,800−39.8% | Reduced |
| LPL Financial LLC | 30,400 | $694.0K | 0.00% | −2,765−8.3% | Reduced |
| BLB&B Advisors, LLC | 33,165 | $757.2K | 0.04% | +10.0% | Added |
| Legal & General Group Plc | 33,581 | $766.7K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 34,820 | $794.9K | 0.00% | −22,119−38.8% | Reduced |
| Compass Ion Advisors, LLC | 38,374 | $798.9K | 0.11% | 00.0% | Unchanged |
| Keybank National Association | 35,489 | $810.2K | 0.00% | −70.0% | Reduced |
| Franklin Resources Inc | 35,541 | $811.4K | 0.00% | +14,652+70.1% | Added |
| Los Angeles Capital Management LLC | 35,945 | $820.6K | 0.00% | −4,500−11.1% | Reduced |
| Pacific Ridge Capital Partners, LLC | 37,412 | $854.1K | 0.21% | +49+0.1% | Added |
| Raymond James & Associates | 39,273 | $896.6K | 0.00% | +2,411+6.5% | Added |
| IVC Wealth Advisors LLC | 40,107 | $915.6K | 0.51% | −236−0.6% | Reduced |
| Creative Planning | 40,220 | $918.2K | 0.00% | +7,232+21.9% | Added |
| UBS Asset Management Americas Inc | 41,033 | $936.8K | 0.00% | +11,885+40.8% | Added |
| Price T Rowe Associates Inc | 41,219 | $942.0K | 0.00% | +641+1.6% | Added |
| Martingale Asset Management L P | 45,057 | $1.03M | 0.02% | +45,057 | New |
| Rhumbline Advisers | 47,766 | $1.09M | 0.00% | +503+1.1% | Added |
| Two Sigma Investments, LP | 48,931 | $1.12M | 0.00% | +6,071+14.2% | Added |