Univest Financial Corp

UVSP

Exchange: Nasdaq
Industry: State Commercial Banks
SEC CIK: 0000102212

SEC filings (opens in a new tab)

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.

Q3 2024 vs. Q2 2024

How the institutions holding Univest Financial Corp changed between Q2 2024 and Q3 2024.

All holders in Q3 2024 All holders in Q2 2024

13F holders of UVSP: Q2 2024 compared with Q3 2024
Measure	Q2 2024	Of which not filed for Q3 2024	Q3 2024	Change
Holders	140	2	157	+19
Shares	21.7M	3.39M	22.3M	+3.95M (+21.6%)
Value	$495.4M	$77.4M	$626.7M	+$208.7M (+49.9%)

2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (30)

Institutions that held Univest Financial Corp at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to UVSP in Q3 2024
Institution	Shares	Value	% of portfolio
BlackRock, Inc.	3,471,927	$97.7M	0.00%
Janney Montgomery Scott LLC	24,236	$682.0K	0.00%
Tudor Investment Corp Et Al	23,455	$660.0K	0.01%
Bailard, Inc.	20,800	$585.3K	0.02%
Lakeview Capital Partners, LLC	18,630	$524.2K	0.08%
Sterling Capital Management LLC	17,390	$489.4K	0.01%
Acadian Asset Management LLC	15,244	$428.0K	0.00%
Connor, Clark & Lunn Investment Management Ltd.	14,832	$417.4K	0.00%
Atria Wealth Solutions, Inc.	13,859	$390.0K	0.00%
Susquehanna International Group, LLP	10,782	$303.4K	0.00%
Cambria Investment Management, L.P.	10,375	$292.0K	0.02%
SG Americas Securities, LLC	10,262	$289.0K	0.00%
Wealth Enhancement Advisory Services, LLC	8,508	$239.4K	0.00%
Arizona State Retirement System	8,429	$237.2K	0.00%
State Board of Administration of Florida Retirement System	8,278	$232.9K	0.00%
Evergreen Capital Management LLC	7,823	$220.1K	0.01%
Cornerstone Investment Partners, LLC	7,590	$213.6K	0.01%
Centiva Capital, LP	7,431	$209.1K	0.01%
Shell Asset Management Co	6,835	$192.0K	0.01%
Bryn Mawr Trust Co	2,802	$78.8K	0.00%
Battery Global Advisors, LLC	2,623	$73.8K	0.04%
Capital Performance Advisors LLP	901	$25.4K	0.01%
nVerses Capital, LLC	800	$22.5K	0.01%
Geneos Wealth Management Inc.	410	$11.5K	0.00%
Harbor Capital Advisors, Inc.	221	$6.00K	0.00%
True Wealth Design, LLC	31	$873	0.00%
Riverview Trust Co	28	$788	0.00%
Harbour Investments, Inc.	27	$760	0.00%
Ronald Blue Trust, Inc.	15	$342	0.00%
Hemington Wealth Management	29	$0	0.00%

Sold out (11)

Institutions that held Univest Financial Corp at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of UVSP in Q3 2024
Institution	Shares, Q2 2024	Value, Q2 2024
D. E. Shaw & Co., Inc.	22,475	$513.1K
Truist Financial Corp	18,635	$425.4K
Cubist Systematic Strategies, LLC	14,541	$332.0K
HRT Financial LP	10,972	$250.0K
Ariadne Wealth Management, LP	10,137	$123.9K
EntryPoint Capital, LLC	1,400	$32.0K
Innealta Capital, LLC	1,236	$28.2K
Point72 Asia (Singapore) Pte. Ltd.	807	$18.4K
Russell Investments Group, Ltd.	191	$4.36K
FinTrust Capital Advisors, LLC	131	$2.99K
Lynx Investment Advisory	20	$457

Not filed for Q3 2024 yet (2)

Institutions that held Univest Financial Corp at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UVSP in Q2 2024 that haven't filed for Q3 2024
Institution	Shares, Q2 2024	Value, Q2 2024
BlackRock Inc.	3,359,688	$76.7M
Girard Partners Ltd.	28,913	$660.1K