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 |
|---|---|---|---|---|---|
| Stanley-Laman Group, Ltd. | 9,884 | $278.1K | 0.04% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 9,600 | $270.0K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 9,314 | $262.1K | 0.00% | −3,600−27.9% | Reduced |
| Quadrant Capital Group LLC | 8,731 | $245.7K | 0.02% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 8,508 | $239.4K | 0.00% | +8,508 | New |
| Arizona State Retirement System | 8,429 | $237.2K | 0.00% | +8,429 | New |
| State Board of Administration of Florida Retirement System | 8,278 | $232.9K | 0.00% | +8,278 | New |
| Evergreen Capital Management LLC | 7,823 | $220.1K | 0.01% | +7,823 | New |
| Hendershot Investments Inc. | 7,679 | $216.1K | 0.03% | 00.0% | Unchanged |
| Cornerstone Investment Partners, LLC | 7,590 | $213.6K | 0.01% | +7,590 | New |
| Quest Partners LLC | 7,547 | $212.4K | 0.02% | −89−1.2% | Reduced |
| Comerica Bank | 7,450 | $209.6K | 0.00% | −67−0.9% | Reduced |
| Centiva Capital, LP | 7,431 | $209.1K | 0.01% | +7,431 | New |
| Trust Co of Vermont | 7,004 | $197.1K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 6,835 | $192.0K | 0.01% | +6,835 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,191 | $174.2K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 6,196 | $174.0K | 0.00% | +2,465+66.1% | Added |
| Great West Life Assurance Co | 5,749 | $162.0K | 0.00% | +233+4.2% | Added |
| The PNC Financial Services Group, Inc. | 4,179 | $117.6K | 0.00% | −196−4.5% | Reduced |
| Signaturefd, LLC | 3,003 | $84.5K | 0.00% | +80+2.7% | Added |
| Royal Bank of Canada | 2,957 | $83.0K | 0.00% | −376−11.3% | Reduced |
| Ameritas Investment Partners, Inc. | 2,862 | $80.5K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 2,802 | $78.8K | 0.00% | +2,802 | New |
| Bessemer Group Inc | 2,766 | $78.0K | 0.00% | +110+4.1% | Added |
| Battery Global Advisors, LLC | 2,623 | $73.8K | 0.04% | +2,623 | New |
| Parallel Advisors, LLC | 2,298 | $64.7K | 0.00% | +27+1.2% | Added |
| International Assets Investment Management, LLC | 1,463 | $52.0K | 0.00% | +1,411+2,713.5% | Added |
| Lindbrook Capital, LLC | 1,501 | $42.2K | 0.00% | −41−2.7% | Reduced |
| Amalgamated Bank | 996 | $28.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 990 | $27.9K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 901 | $25.4K | 0.01% | +901 | New |
| nVerses Capital, LLC | 800 | $22.5K | 0.01% | +800 | New |
| US Bancorp | 778 | $21.9K | 0.00% | +162+26.3% | Added |
| SRS Capital Advisors, Inc. | 719 | $20.2K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 619 | $17.4K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 550 | $15.5K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 410 | $11.5K | 0.00% | +410 | New |
| Tower Research Capital LLC (TRC) | 384 | $10.8K | 0.00% | −7,917−95.4% | Reduced |
| J.Safra Asset Management Corp | 317 | $8.63K | 0.00% | +282+805.7% | Added |
| Harbor Capital Advisors, Inc. | 221 | $6.00K | 0.00% | +221 | New |
| GAMMA Investing LLC | 213 | $5.99K | 0.00% | +92+76.0% | Added |
| Allworth Financial LP | 212 | $5.97K | 0.00% | +72+51.4% | Added |
| C M Bidwell & Associates Ltd | 168 | $4.73K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 124 | $3.49K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 89 | $2.50K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 45 | $1.27K | 0.00% | +30+200.0% | Added |
| Simplex Trading, LLC | 65 | $1.00K | 0.00% | −1−1.5% | Reduced |
| Covestor Ltd | 29 | $1.00K | 0.00% | −30−50.8% | Reduced |
| Raffa Wealth Management, LLC | 33 | $929 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 31 | $873 | 0.00% | +31 | New |
| Riverview Trust Co | 28 | $788 | 0.00% | +28 | New |
| Harbour Investments, Inc. | 27 | $760 | 0.00% | +27 | New |
| Principal Securities, Inc. | 14 | $394 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 13 | $366 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 15 | $342 | 0.00% | +15 | New |
| TFC Financial Management | 1 | $29 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 29 | $0 | 0.00% | +29 | New |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −22,475−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −18,635−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −14,541−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −10,972−100.0% | Sold out |
| Ariadne Wealth Management, LP | 0 | $0 | 0.00% | −10,137−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −1,236−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −807−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −191−100.0% | Sold out |
| FinTrust Capital Advisors, LLC | 0 | $0 | 0.00% | −131−100.0% | Sold out |
| Lynx Investment Advisory | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Girard Partners Ltd. | – | – | – | – | Not filed |