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, Q3 2024
Institutional positions in Univest Financial Corp as of Sep 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
- 157
- +19 vs. Q2 2024
- Shares held
- 22.3M
- +3.95M (+21.6%) vs. Q2 2024
- Total value
- $626.7M
- +$208.7M (+49.9%) vs. Q2 2024
- New holders
- 30
- 44 more added
- Sold out
- 11
- 50 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Univest Financial Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hemington Wealth Management | 29 | $0 | 0.00% | +29 | New |
| TFC Financial Management | 1 | $29 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 15 | $342 | 0.00% | +15 | New |
| Farther Finance Advisors, LLC | 13 | $366 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 14 | $394 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 27 | $760 | 0.00% | +27 | New |
| Riverview Trust Co | 28 | $788 | 0.00% | +28 | New |
| True Wealth Design, LLC | 31 | $873 | 0.00% | +31 | New |
| Raffa Wealth Management, LLC | 33 | $929 | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 65 | $1.00K | 0.00% | −1−1.5% | Reduced |
| Covestor Ltd | 29 | $1.00K | 0.00% | −30−50.8% | Reduced |
| Rothschild Investment LLC | 45 | $1.27K | 0.00% | +30+200.0% | Added |
| First Horizon Advisors, Inc. | 89 | $2.50K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 124 | $3.49K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 168 | $4.73K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 212 | $5.97K | 0.00% | +72+51.4% | Added |
| GAMMA Investing LLC | 213 | $5.99K | 0.00% | +92+76.0% | Added |
| Harbor Capital Advisors, Inc. | 221 | $6.00K | 0.00% | +221 | New |
| J.Safra Asset Management Corp | 317 | $8.63K | 0.00% | +282+805.7% | Added |
| Tower Research Capital LLC (TRC) | 384 | $10.8K | 0.00% | −7,917−95.4% | Reduced |
| Geneos Wealth Management Inc. | 410 | $11.5K | 0.00% | +410 | New |
| Blue Bell Private Wealth Management, LLC | 550 | $15.5K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 619 | $17.4K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 719 | $20.2K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 778 | $21.9K | 0.00% | +162+26.3% | Added |
| nVerses Capital, LLC | 800 | $22.5K | 0.01% | +800 | New |
| Capital Performance Advisors LLP | 901 | $25.4K | 0.01% | +901 | New |
| Nisa Investment Advisors, LLC | 990 | $27.9K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 996 | $28.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,501 | $42.2K | 0.00% | −41−2.7% | Reduced |
| International Assets Investment Management, LLC | 1,463 | $52.0K | 0.00% | +1,411+2,713.5% | Added |
| Parallel Advisors, LLC | 2,298 | $64.7K | 0.00% | +27+1.2% | Added |
| Battery Global Advisors, LLC | 2,623 | $73.8K | 0.04% | +2,623 | New |
| Bessemer Group Inc | 2,766 | $78.0K | 0.00% | +110+4.1% | Added |
| Bryn Mawr Trust Co | 2,802 | $78.8K | 0.00% | +2,802 | New |
| Ameritas Investment Partners, Inc. | 2,862 | $80.5K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 2,957 | $83.0K | 0.00% | −376−11.3% | Reduced |
| Signaturefd, LLC | 3,003 | $84.5K | 0.00% | +80+2.7% | Added |
| The PNC Financial Services Group, Inc. | 4,179 | $117.6K | 0.00% | −196−4.5% | Reduced |
| Great West Life Assurance Co | 5,749 | $162.0K | 0.00% | +233+4.2% | Added |
| CWM, LLC | 6,196 | $174.0K | 0.00% | +2,465+66.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,191 | $174.2K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 6,835 | $192.0K | 0.01% | +6,835 | New |
| Trust Co of Vermont | 7,004 | $197.1K | 0.01% | 00.0% | Unchanged |
| Centiva Capital, LP | 7,431 | $209.1K | 0.01% | +7,431 | New |
| Comerica Bank | 7,450 | $209.6K | 0.00% | −67−0.9% | Reduced |
| Quest Partners LLC | 7,547 | $212.4K | 0.02% | −89−1.2% | Reduced |
| Cornerstone Investment Partners, LLC | 7,590 | $213.6K | 0.01% | +7,590 | New |
| Hendershot Investments Inc. | 7,679 | $216.1K | 0.03% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 7,823 | $220.1K | 0.01% | +7,823 | New |
| State Board of Administration of Florida Retirement System | 8,278 | $232.9K | 0.00% | +8,278 | New |
| Arizona State Retirement System | 8,429 | $237.2K | 0.00% | +8,429 | New |
| Wealth Enhancement Advisory Services, LLC | 8,508 | $239.4K | 0.00% | +8,508 | New |
| Quadrant Capital Group LLC | 8,731 | $245.7K | 0.02% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 9,314 | $262.1K | 0.00% | −3,600−27.9% | Reduced |
| Public Employees Retirement Association of Colorado | 9,600 | $270.0K | 0.00% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 9,884 | $278.1K | 0.04% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 10,227 | $287.8K | 0.09% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 10,262 | $289.0K | 0.00% | +10,262 | New |
| Cambria Investment Management, L.P. | 10,375 | $292.0K | 0.02% | +10,375 | New |
| Susquehanna International Group, LLP | 10,782 | $303.4K | 0.00% | +10,782 | New |
| Commonwealth Equity Services, LLC | 10,881 | $306.0K | 0.00% | −1,086−9.1% | Reduced |
| Voya Investment Management LLC | 10,921 | $307.3K | 0.00% | −277−2.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 12,042 | $338.9K | 0.01% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 12,252 | $344.8K | 0.06% | +3,046+33.1% | Added |
| BNP Paribas Arbitrage, SA | 12,285 | $345.7K | 0.00% | −8,124−39.8% | Reduced |
| First Manhattan Co | 12,762 | $359.1K | 0.00% | 00.0% | Unchanged |
| Bernardo Wealth Planning LLC | 12,927 | $370.0K | 0.09% | +30.0% | Added |
| Janus Henderson Group PLC | 13,179 | $371.1K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 13,859 | $390.0K | 0.00% | +13,859 | New |
| First Hawaiian Bank | 14,644 | $412.1K | 0.01% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 14,832 | $417.4K | 0.00% | +14,832 | New |
| Apexium Financial, LP | 14,852 | $417.9K | 0.03% | 00.0% | Unchanged |
| Wells Fargo & Company | 14,997 | $422.0K | 0.00% | +568+3.9% | Added |
| Acadian Asset Management LLC | 15,244 | $428.0K | 0.00% | +15,244 | New |
| Insight Advisors, LLC | 15,250 | $429.1K | 0.07% | −1,000−6.2% | Reduced |
| Corebridge Financial, Inc. | 15,469 | $435.3K | 0.00% | −95−0.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 15,854 | $446.1K | 0.00% | +1,211+8.3% | Added |
| MetLife Investment Management | 16,590 | $466.8K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 17,390 | $489.4K | 0.01% | +17,390 | New |
| Keybank National Association | 17,500 | $492.4K | 0.00% | −17,989−50.7% | Reduced |
| Keeley-Teton Advisors, LLC | 17,600 | $495.3K | 0.05% | 00.0% | Unchanged |
| First Trust Advisors LP | 17,648 | $496.6K | 0.00% | −74,853−80.9% | Reduced |
| Deutsche Bank AG | 18,151 | $510.8K | 0.00% | +5,271+40.9% | Added |
| Lakeview Capital Partners, LLC | 18,630 | $524.2K | 0.08% | +18,630 | New |
| Rafferty Asset Management, LLC | 19,221 | $540.9K | 0.00% | −7,438−27.9% | Reduced |
| Campbell & CO Investment Adviser LLC | 20,713 | $582.9K | 0.04% | +10,000+93.3% | Added |
| Bailard, Inc. | 20,800 | $585.3K | 0.02% | +20,800 | New |
| LSV Asset Management | 21,000 | $591.0K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 23,100 | $650.0K | 0.00% | −3,000−11.5% | Reduced |
| Tudor Investment Corp Et Al | 23,455 | $660.0K | 0.01% | +23,455 | New |
| Wedge Capital Management L L P | 23,963 | $674.3K | 0.01% | −4,129−14.7% | Reduced |
| Janney Montgomery Scott LLC | 24,236 | $682.0K | 0.00% | +24,236 | New |
| Alliancebernstein L.P. | 26,056 | $733.2K | 0.00% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 26,320 | $740.6K | 0.16% | +4,147+18.7% | Added |
| Legal & General Group Plc | 26,509 | $746.0K | 0.00% | −7,072−21.1% | Reduced |
| BLB&B Advisors, LLC | 26,916 | $757.4K | 0.04% | −6,249−18.8% | Reduced |
| Victory Capital Management Inc | 27,500 | $773.9K | 0.00% | −2,500−8.3% | Reduced |
| California State Teachers Retirement System | 27,649 | $778.0K | 0.00% | −1,115−3.9% | Reduced |
| Pacific Ridge Capital Partners, LLC | 27,902 | $785.2K | 0.19% | −9,510−25.4% | Reduced |