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 |
|---|---|---|---|---|---|
| Quest Partners LLC | 7,636 | $174.3K | 0.02% | −8,898−53.8% | Reduced |
| Comerica Bank | 7,517 | $171.6K | 0.00% | −1,092−12.7% | Reduced |
| Trust Co of Vermont | 7,004 | $159.9K | 0.01% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,191 | $141.3K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 5,516 | $126.0K | 0.00% | −25−0.5% | Reduced |
| Ariadne Wealth Management, LP | 10,137 | $123.9K | 0.11% | +10,137 | New |
| The PNC Financial Services Group, Inc. | 4,375 | $99.9K | 0.00% | +241+5.8% | Added |
| CWM, LLC | 3,731 | $85.0K | 0.00% | +2,538+212.7% | Added |
| Royal Bank of Canada | 3,333 | $76.0K | 0.00% | +1,857+125.8% | Added |
| Signaturefd, LLC | 2,923 | $66.7K | 0.00% | −37−1.3% | Reduced |
| Ameritas Investment Partners, Inc. | 2,862 | $65.3K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,656 | $61.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,271 | $51.8K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,542 | $35.2K | 0.00% | +315+25.7% | Added |
| EntryPoint Capital, LLC | 1,400 | $32.0K | 0.01% | +1,226+704.6% | Added |
| Innealta Capital, LLC | 1,236 | $28.2K | 0.01% | +1,236 | New |
| Amalgamated Bank | 996 | $23.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 990 | $22.6K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 807 | $18.4K | 0.00% | −1,176−59.3% | Reduced |
| SRS Capital Advisors, Inc. | 719 | $16.4K | 0.00% | +719 | New |
| Fifth Third Bancorp | 619 | $14.1K | 0.00% | +619 | New |
| US Bancorp | 616 | $14.1K | 0.00% | +143+30.2% | Added |
| Blue Bell Private Wealth Management, LLC | 550 | $12.6K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 191 | $4.36K | 0.00% | +191 | New |
| C M Bidwell & Associates Ltd | 168 | $3.83K | 0.00% | +168 | New |
| Allworth Financial LP | 140 | $3.75K | 0.00% | +14+11.1% | Added |
| FinTrust Capital Advisors, LLC | 131 | $2.99K | 0.00% | +131 | New |
| Glen Eagle Advisors, LLC | 124 | $2.83K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 121 | $2.76K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 89 | $2.03K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 52 | $1.19K | 0.00% | +52 | New |
| Covestor Ltd | 59 | $1.00K | 0.00% | +25+73.5% | Added |
| Simplex Trading, LLC | 66 | $1.00K | 0.00% | +40+153.8% | Added |
| J.Safra Asset Management Corp | 35 | $799 | 0.00% | +35 | New |
| Raffa Wealth Management, LLC | 33 | $753 | 0.00% | 00.0% | Unchanged |
| Lynx Investment Advisory | 20 | $457 | 0.00% | +20 | New |
| Rothschild Investment LLC | 15 | $342 | 0.00% | +10+200.0% | Added |
| Principal Securities, Inc. | 14 | $320 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 13 | $295 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $23 | 0.00% | +1 | New |
| State Board of Administration of Florida Retirement System | 0 | $0 | 0.00% | −22,336−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −18,064−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −15,376−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −12,532−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −14,302−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −14,164−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −13,959−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −12,076−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −9,724−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −9,645−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −1,541−100.0% | Sold out |
| Private Wealth Management Group, LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |
| Shell Asset Management Co | – | – | – | – | Not filed |