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, Q4 2024
Institutional positions in Univest Financial Corp as of Dec 31, 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
- 174
- +18 vs. Q3 2024
- Shares held
- 22.6M
- +401.1K (+1.8%) vs. Q3 2024
- Total value
- $667.8M
- +$42.3M (+6.8%) vs. Q3 2024
- New holders
- 27
- 60 more added
- Sold out
- 9
- 47 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Univest Financial Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 12 | $0 | 0.00% | −17−58.6% | Reduced |
| Hemington Wealth Management | 29 | $0 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $30 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 5 | $148 | 0.00% | +5 | New |
| Farther Finance Advisors, LLC | 13 | $384 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 13 | $384 | 0.00% | +13 | New |
| Principal Securities, Inc. | 14 | $413 | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 17 | $502 | 0.00% | +17 | New |
| Huntington National Bank | 18 | $531 | 0.00% | +18 | New |
| MAI Capital Management | 20 | $591 | 0.00% | +20 | New |
| Harbour Investments, Inc. | 27 | $797 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 33 | $974 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 33 | $974 | 0.00% | +33 | New |
| Rothschild Investment LLC | 35 | $1.03K | 0.00% | −10−22.2% | Reduced |
| EverSource Wealth Advisors, LLC | 49 | $1.45K | 0.00% | +49 | New |
| Cary Street Partner Investment Advisory LLC | 54 | $1.59K | 0.00% | −11,988−99.6% | Reduced |
| Simplex Trading, LLC | 87 | $2.00K | 0.00% | +22+33.8% | Added |
| Northwestern Mutual Wealth Management Co | 71 | $2.10K | 0.00% | +71 | New |
| Whipplewood Advisors, LLC | 87 | $2.57K | 0.00% | +87 | New |
| Glen Eagle Advisors, LLC | 124 | $3.66K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 145 | $4.28K | 0.00% | +145 | New |
| First Horizon Advisors, Inc. | 167 | $4.93K | 0.00% | +78+87.6% | Added |
| C M Bidwell & Associates Ltd | 168 | $4.96K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 181 | $5.34K | 0.00% | +181 | New |
| GAMMA Investing LLC | 194 | $5.72K | 0.00% | −19−8.9% | Reduced |
| Harbor Capital Advisors, Inc. | 253 | $7.00K | 0.00% | +32+14.5% | Added |
| Allworth Financial LP | 238 | $7.13K | 0.00% | +26+12.3% | Added |
| Geneos Wealth Management Inc. | 413 | $12.2K | 0.00% | +3+0.7% | Added |
| J.Safra Asset Management Corp | 441 | $13.1K | 0.00% | +124+39.1% | Added |
| Bogart Wealth, LLC | 500 | $14.8K | 0.00% | +500 | New |
| Stonebridge Financial Group, LLC | 500 | $14.8K | 0.00% | +500 | New |
| Blue Bell Private Wealth Management, LLC | 550 | $16.2K | 0.00% | 00.0% | Unchanged |
| R Squared Ltd | 590 | $17.4K | 0.02% | +590 | New |
| Fifth Third Bancorp | 619 | $18.3K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 637 | $19.0K | 0.00% | −2,129−77.0% | Reduced |
| SRS Capital Advisors, Inc. | 719 | $21.2K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 778 | $23.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 996 | $29.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 990 | $29.2K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,003 | $29.6K | 0.00% | +619+161.2% | Added |
| Lindbrook Capital, LLC | 1,527 | $45.1K | 0.00% | +26+1.7% | Added |
| Parallel Advisors, LLC | 2,298 | $67.8K | 0.00% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 2,623 | $77.4K | 0.04% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 2,802 | $82.7K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,862 | $84.5K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 3,079 | $90.9K | 0.00% | +76+2.5% | Added |
| Great West Life Assurance Co | 3,940 | $116.0K | 0.00% | −1,809−31.5% | Reduced |
| The PNC Financial Services Group, Inc. | 4,796 | $141.5K | 0.00% | +617+14.8% | Added |
| Royal Bank of Canada | 5,682 | $168.0K | 0.00% | +2,725+92.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 6,066 | $179.0K | 0.00% | +6,066 | New |
| Comerica Bank | 6,648 | $196.2K | 0.00% | −802−10.8% | Reduced |
| Shell Asset Management Co | 6,813 | $201.0K | 0.01% | −22−0.3% | Reduced |
| CWM, LLC | 6,944 | $205.0K | 0.00% | +748+12.1% | Added |
| Trust Co of Vermont | 7,004 | $206.7K | 0.01% | 00.0% | Unchanged |
| Cornerstone Investment Partners, LLC | 7,595 | $224.1K | 0.01% | +5+0.1% | Added |
| Hendershot Investments Inc. | 7,679 | $226.6K | 0.03% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 7,823 | $230.9K | 0.01% | 00.0% | Unchanged |
| Centiva Capital, LP | 8,070 | $238.1K | 0.01% | +639+8.6% | Added |
| ProShare Advisors LLC | 8,148 | $240.4K | 0.00% | +8,148 | New |
| State Board of Administration of Florida Retirement System | 8,278 | $244.3K | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 8,284 | $244.5K | 0.00% | +8,284 | New |
| Arizona State Retirement System | 8,457 | $249.6K | 0.00% | +28+0.3% | Added |
| Quadrant Capital Group LLC | 8,731 | $257.7K | 0.02% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 8,848 | $261.1K | 0.00% | +340+4.0% | Added |
| New York State Common Retirement Fund | 9,314 | $274.9K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 9,600 | $283.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 9,682 | $286.0K | 0.00% | −580−5.7% | Reduced |
| Zacks Investment Management | 9,793 | $289.0K | 0.00% | +9,793 | New |
| Trexquant Investment LP | 9,816 | $289.7K | 0.00% | +9,816 | New |
| Stanley-Laman Group, Ltd. | 9,884 | $291.7K | 0.04% | 00.0% | Unchanged |
| Voya Investment Management LLC | 10,043 | $296.4K | 0.00% | −878−8.0% | Reduced |
| WealthTrust Axiom LLC | 10,227 | $301.8K | 0.09% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 10,616 | $313.3K | 0.02% | +241+2.3% | Added |
| Commonwealth Equity Services, LLC | 10,881 | $321.0K | 0.00% | 00.0% | Unchanged |
| Bernardo Wealth Planning LLC | 11,930 | $330.0K | 0.08% | −997−7.7% | Reduced |
| Two Sigma Securities, LLC | 11,304 | $333.6K | 0.06% | +11,304 | New |
| Insight Advisors, LLC | 11,750 | $348.0K | 0.06% | −3,500−23.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,835 | $349.3K | 0.00% | +5,644+91.2% | Added |
| Cary Street Partners Financial LLC | 11,988 | $353.8K | 0.01% | +11,988 | New |
| First Manhattan Co | 12,762 | $376.6K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 13,179 | $388.8K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 13,859 | $409.0K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 14,384 | $424.5K | 0.00% | −1,085−7.0% | Reduced |
| Quest Partners LLC | 14,571 | $430.0K | 0.06% | +7,024+93.1% | Added |
| First Hawaiian Bank | 14,644 | $432.1K | 0.01% | 00.0% | Unchanged |
| Apexium Financial, LP | 14,852 | $438.3K | 0.03% | 00.0% | Unchanged |
| LSV Asset Management | 14,900 | $440.0K | 0.00% | −6,100−29.0% | Reduced |
| Keeley-Teton Advisors, LLC | 15,192 | $448.3K | 0.05% | −2,408−13.7% | Reduced |
| Susquehanna International Group, LLP | 15,244 | $449.9K | 0.00% | +4,462+41.4% | Added |
| Intech Investment Management LLC | 15,675 | $462.6K | 0.00% | +15,675 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 16,468 | $486.0K | 0.00% | +614+3.9% | Added |
| KLP Kapitalforvaltning AS | 17,300 | $510.5K | 0.00% | +17,300 | New |
| Keybank National Association | 17,500 | $516.4K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 17,559 | $518.2K | 0.00% | +969+5.8% | Added |
| First Trust Advisors LP | 17,681 | $521.8K | 0.00% | +33+0.2% | Added |
| Sterling Capital Management LLC | 18,216 | $537.6K | 0.01% | +826+4.7% | Added |
| Campbell & CO Investment Adviser LLC | 18,247 | $538.5K | 0.04% | −2,466−11.9% | Reduced |
| Lakeview Capital Partners, LLC | 18,630 | $549.8K | 0.12% | 00.0% | Unchanged |
| Wells Fargo & Company | 18,698 | $551.8K | 0.00% | +3,701+24.7% | Added |
| Millennium Management LLC | 19,297 | $569.5K | 0.00% | −9,794−33.7% | Reduced |