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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.

Institutional holdersQ4 2024: 174 institutions
Q1 2021: 138 institutionsQ2 2021: 138 institutionsQ3 2021: 138 institutionsQ4 2021: 143 institutionsQ1 2022: 148 institutionsQ2 2022: 138 institutionsQ3 2022: 142 institutionsQ4 2022: 137 institutionsQ1 2023: 141 institutionsQ2 2023: 139 institutionsQ3 2023: 135 institutionsQ4 2023: 142 institutionsQ1 2024: 139 institutionsQ2 2024: 140 institutionsQ3 2024: 157 institutionsQ4 2024: 174 institutionsQ1 2025: 179 institutionsQ2 2025: 183 institutionsQ3 2025: 186 institutionsQ4 2025: 198 institutionsQ1 2026: 209 institutionsQ2 2026: 222 institutions
Value heldQ4 2024: $667.8M
Q1 2021: $599.4MQ2 2021: $550.0MQ3 2021: $577.4MQ4 2021: $637.1MQ1 2022: $574.7MQ2 2022: $542.1MQ3 2022: $496.4MQ4 2022: $561.7MQ1 2023: $516.5MQ2 2023: $391.3MQ3 2023: $375.8MQ4 2023: $486.9MQ1 2024: $456.0MQ2 2024: $495.4MQ3 2024: $626.7MQ4 2024: $667.8MQ1 2025: $645.5MQ2 2025: $678.0MQ3 2025: $667.6MQ4 2025: $722.1MQ1 2026: $766.0MQ2 2026: $995.9M
Institutions holding UVSP and their total value by quarter
QuarterHoldersValue
Q2 2026222$995.9M
Q1 2026209$766.0M
Q4 2025198$722.1M
Q3 2025186$667.6M
Q2 2025183$678.0M
Q1 2025179$645.5M
Q4 2024174$667.8M
Q3 2024157$626.7M
Q2 2024140$495.4M
Q1 2024139$456.0M
Q4 2023142$486.9M
Q3 2023135$375.8M
Q2 2023139$391.3M
Q1 2023141$516.5M
Q4 2022137$561.7M
Q3 2022142$496.4M
Q2 2022138$542.1M
Q1 2022148$574.7M
Q4 2021143$637.1M
Q3 2021138$577.4M
Q2 2021138$550.0M
Q1 2021138$599.4M

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Univest Financial Corp; share changes are against Q3 2024.

Institutions holding UVSP in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Commonwealth Equity Services, LLC10,881$321.0K0.00%00.0%Unchanged
Cambria Investment Management, L.P.10,616$313.3K0.02%+241+2.3%Added
WealthTrust Axiom LLC10,227$301.8K0.09%00.0%Unchanged
Voya Investment Management LLC10,043$296.4K0.00%−878−8.0%Reduced
Stanley-Laman Group, Ltd.9,884$291.7K0.04%00.0%Unchanged
Trexquant Investment LP9,816$289.7K0.00%+9,816New
Zacks Investment Management9,793$289.0K0.00%+9,793New
SG Americas Securities, LLC9,682$286.0K0.00%−580−5.7%Reduced
Public Employees Retirement Association of Colorado9,600$283.0K0.00%00.0%Unchanged
New York State Common Retirement Fund9,314$274.9K0.00%00.0%Unchanged
Wealth Enhancement Advisory Services, LLC8,848$261.1K0.00%+340+4.0%Added
Quadrant Capital Group LLC8,731$257.7K0.02%00.0%Unchanged
Arizona State Retirement System8,457$249.6K0.00%+28+0.3%Added
State of Tennessee, Treasury Department8,284$244.5K0.00%+8,284New
State Board of Administration of Florida Retirement System8,278$244.3K0.00%00.0%Unchanged
ProShare Advisors LLC8,148$240.4K0.00%+8,148New
Centiva Capital, LP8,070$238.1K0.01%+639+8.6%Added
Evergreen Capital Management LLC7,823$230.9K0.01%00.0%Unchanged
Hendershot Investments Inc.7,679$226.6K0.03%00.0%Unchanged
Cornerstone Investment Partners, LLC7,595$224.1K0.01%+5+0.1%Added
Trust Co of Vermont7,004$206.7K0.01%00.0%Unchanged
CWM, LLC6,944$205.0K0.00%+748+12.1%Added
Shell Asset Management Co6,813$201.0K0.01%−22−0.3%Reduced
Comerica Bank6,648$196.2K0.00%−802−10.8%Reduced
Police & Firemen's Retirement System of New Jersey6,066$179.0K0.00%+6,066New
Royal Bank of Canada5,682$168.0K0.00%+2,725+92.2%Added
The PNC Financial Services Group, Inc.4,796$141.5K0.00%+617+14.8%Added
Great West Life Assurance Co3,940$116.0K0.00%−1,809−31.5%Reduced
Signaturefd, LLC3,079$90.9K0.00%+76+2.5%Added
Ameritas Investment Partners, Inc.2,862$84.5K0.00%00.0%Unchanged
Bryn Mawr Trust Co2,802$82.7K0.00%00.0%Unchanged
Battery Global Advisors, LLC2,623$77.4K0.04%00.0%Unchanged
Parallel Advisors, LLC2,298$67.8K0.00%00.0%Unchanged
Lindbrook Capital, LLC1,527$45.1K0.00%+26+1.7%Added
Tower Research Capital LLC (TRC)1,003$29.6K0.00%+619+161.2%Added
Nisa Investment Advisors, LLC990$29.2K0.00%00.0%Unchanged
Amalgamated Bank996$29.0K0.00%00.0%Unchanged
US Bancorp778$23.0K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.719$21.2K0.00%00.0%Unchanged
Bessemer Group Inc637$19.0K0.00%−2,129−77.0%Reduced
Fifth Third Bancorp619$18.3K0.00%00.0%Unchanged
R Squared Ltd590$17.4K0.02%+590New
Blue Bell Private Wealth Management, LLC550$16.2K0.00%00.0%Unchanged
Bogart Wealth, LLC500$14.8K0.00%+500New
Stonebridge Financial Group, LLC500$14.8K0.00%+500New
J.Safra Asset Management Corp441$13.1K0.00%+124+39.1%Added
Geneos Wealth Management Inc.413$12.2K0.00%+3+0.7%Added
Allworth Financial LP238$7.13K0.00%+26+12.3%Added
Harbor Capital Advisors, Inc.253$7.00K0.00%+32+14.5%Added
GAMMA Investing LLC194$5.72K0.00%−19−8.9%Reduced
Massmutual Trust Co FSB181$5.34K0.00%+181New
C M Bidwell & Associates Ltd168$4.96K0.00%00.0%Unchanged
First Horizon Advisors, Inc.167$4.93K0.00%+78+87.6%Added
WPG Advisers, LLC145$4.28K0.00%+145New
Glen Eagle Advisors, LLC124$3.66K0.00%00.0%Unchanged
Whipplewood Advisors, LLC87$2.57K0.00%+87New
Northwestern Mutual Wealth Management Co71$2.10K0.00%+71New
Simplex Trading, LLC87$2.00K0.00%+22+33.8%Added
Cary Street Partner Investment Advisory LLC54$1.59K0.00%−11,988−99.6%Reduced
EverSource Wealth Advisors, LLC49$1.45K0.00%+49New
Rothschild Investment LLC35$1.03K0.00%−10−22.2%Reduced
Raffa Wealth Management, LLC33$9740.00%00.0%Unchanged
Versant Capital Management, Inc33$9740.00%+33New
Harbour Investments, Inc.27$7970.00%00.0%Unchanged
MAI Capital Management20$5910.00%+20New
Huntington National Bank18$5310.00%+18New
Cassady Schiller Wealth Management, LLC17$5020.00%+17New
Principal Securities, Inc.14$4130.00%00.0%Unchanged
Farther Finance Advisors, LLC13$3840.00%00.0%Unchanged
IFP Advisors, Inc13$3840.00%+13New
SBI Securities Co., Ltd.5$1480.00%+5New
TFC Financial Management1$300.00%00.0%Unchanged
Covestor Ltd12$00.00%−17−58.6%Reduced
Hemington Wealth Management29$00.00%00.0%Unchanged
Jane Street Group, LLC0$00.00%−48,782−100.0%Sold out
Acadian Asset Management LLC0$00.00%−15,244−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−12,252−100.0%Sold out
International Assets Investment Management, LLC0$00.00%−1,463−100.0%Sold out
Capital Performance Advisors LLP0$00.00%−901−100.0%Sold out
nVerses Capital, LLC0$00.00%−800−100.0%Sold out
True Wealth Design, LLC0$00.00%−31−100.0%Sold out
Riverview Trust Co0$00.00%−28−100.0%Sold out
Ronald Blue Trust, Inc.0$00.00%−15−100.0%Sold out
Raymond James & Associates––––Not filed