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, Q1 2025
Institutional positions in Univest Financial Corp as of Mar 31, 2025. 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
- 179
- +8 vs. Q4 2024
- Shares held
- 22.8M
- +283.3K (+1.3%) vs. Q4 2024
- Total value
- $645.5M
- −$17.8M (−2.7%) vs. Q4 2024
- New holders
- 19
- 57 more added
- Sold out
- 11
- 60 more reduced
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Univest Financial Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hemington Wealth Management | 26 | $0 | 0.00% | −3−10.3% | Reduced |
| Covestor Ltd | 3 | $0 | 0.00% | −9−75.0% | Reduced |
| TFC Financial Management | 1 | $29 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 5 | $142 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 11 | $312 | 0.00% | +11 | New |
| IFP Advisors, Inc | 13 | $369 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 13 | $373 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 14 | $413 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 15 | $426 | 0.00% | +15 | New |
| Huntington National Bank | 18 | $510 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 20 | $568 | 0.00% | +20 | New |
| Harbour Investments, Inc. | 27 | $766 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 33 | $936 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 33 | $936 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 35 | $993 | 0.00% | +15+75.0% | Added |
| Rothschild Investment LLC | 55 | $1.56K | 0.00% | +20+57.1% | Added |
| EverSource Wealth Advisors, LLC | 59 | $1.67K | 0.00% | +10+20.4% | Added |
| Private Trust Co NA | 62 | $1.76K | 0.00% | +62 | New |
| Cary Street Partner Investment Advisory LLC | 70 | $1.99K | 0.00% | +16+29.6% | Added |
| Whipplewood Advisors, LLC | 271 | $2.47K | 0.00% | +184+211.5% | Added |
| Federated Hermes, Inc. | 88 | $2.50K | 0.00% | +88 | New |
| Glen Eagle Advisors, LLC | 124 | $3.52K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 131 | $4.00K | 0.00% | −122−48.2% | Reduced |
| First Horizon Advisors, Inc. | 167 | $4.74K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 168 | $4.76K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 183 | $5.38K | 0.00% | −55−23.1% | Reduced |
| Massmutual Trust Co FSB | 208 | $5.90K | 0.00% | +27+14.9% | Added |
| WPG Advisers, LLC | 299 | $8.48K | 0.01% | +154+106.2% | Added |
| Bessemer Group Inc | 380 | $11.0K | 0.00% | −257−40.3% | Reduced |
| GAMMA Investing LLC | 416 | $11.8K | 0.00% | +222+114.4% | Added |
| J.Safra Asset Management Corp | 465 | $13.2K | 0.00% | +24+5.4% | Added |
| Bogart Wealth, LLC | 500 | $14.2K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 500 | $14.2K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 550 | $15.6K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 619 | $17.6K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 628 | $17.8K | 0.00% | +628 | New |
| US Bancorp | 778 | $22.1K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 996 | $28.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 990 | $28.1K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 1,206 | $34.2K | 0.00% | +1,206 | New |
| Lindbrook Capital, LLC | 1,504 | $42.7K | 0.00% | −23−1.5% | Reduced |
| Tower Research Capital LLC (TRC) | 1,901 | $53.9K | 0.00% | +898+89.5% | Added |
| Parallel Advisors, LLC | 2,271 | $64.4K | 0.00% | −27−1.2% | Reduced |
| Battery Global Advisors, LLC | 2,623 | $74.4K | 0.04% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,665 | $75.6K | 0.00% | +2,252+545.3% | Added |
| Bryn Mawr Trust Co | 2,802 | $79.5K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,862 | $81.2K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 3,010 | $85.4K | 0.00% | −69−2.2% | Reduced |
| Great West Life Assurance Co | 3,940 | $112.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 5,843 | $166.0K | 0.00% | +161+2.8% | Added |
| The PNC Financial Services Group, Inc. | 5,872 | $166.5K | 0.00% | +1,076+22.4% | Added |
| Police & Firemen's Retirement System of New Jersey | 6,066 | $172.0K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 6,530 | $185.0K | 0.01% | −283−4.2% | Reduced |
| Comerica Bank | 6,615 | $187.6K | 0.00% | −33−0.5% | Reduced |
| Trust Co of Vermont | 7,004 | $198.6K | 0.01% | 00.0% | Unchanged |
| Quest Partners LLC | 7,207 | $204.4K | 0.02% | −7,364−50.5% | Reduced |
| Janney Montgomery Scott LLC | 7,383 | $209.0K | 0.00% | −17,341−70.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,459 | $211.5K | 0.00% | −4,376−37.0% | Reduced |
| Hendershot Investments Inc. | 7,679 | $217.8K | 0.03% | 00.0% | Unchanged |
| XTX Topco Ltd | 7,796 | $221.1K | 0.01% | +7,796 | New |
| Two Sigma Securities, LLC | 7,829 | $222.0K | 0.03% | −3,475−30.7% | Reduced |
| Evergreen Capital Management LLC | 7,999 | $226.9K | 0.01% | +176+2.2% | Added |
| Bailard, Inc. | 8,000 | $226.9K | 0.01% | −13,132−62.1% | Reduced |
| Verition Fund Management LLC | 8,013 | $227.2K | 0.00% | +8,013 | New |
| Citadel Advisors LLC | 8,065 | $228.7K | 0.00% | +8,065 | New |
| Ieq Capital, LLC | 8,074 | $229.0K | 0.00% | +8,074 | New |
| State Board of Administration of Florida Retirement System | 8,278 | $234.8K | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 8,284 | $234.9K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 8,298 | $235.3K | 0.00% | −159−1.9% | Reduced |
| Squarepoint Ops LLC | 8,324 | $236.1K | 0.00% | +8,324 | New |
| Quadrant Capital Group LLC | 8,717 | $247.2K | 0.01% | −14−0.2% | Reduced |
| CWM, LLC | 8,794 | $249.0K | 0.00% | +1,850+26.6% | Added |
| Voya Investment Management LLC | 9,189 | $260.6K | 0.00% | −854−8.5% | Reduced |
| New York State Common Retirement Fund | 9,314 | $264.1K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 9,600 | $272.0K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 9,751 | $276.5K | 0.00% | +903+10.2% | Added |
| Stanley-Laman Group, Ltd. | 9,884 | $280.3K | 0.04% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 10,227 | $290.0K | 0.09% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 10,685 | $303.0K | 0.09% | +10,685 | New |
| Commonwealth Equity Services, LLC | 10,881 | $309.0K | 0.00% | 00.0% | Unchanged |
| Zacks Investment Management | 11,304 | $320.6K | 0.00% | +1,511+15.4% | Added |
| Bernardo Wealth Planning LLC | 11,933 | $338.0K | 0.08% | +30.0% | Added |
| Cary Street Partners Financial LLC | 11,988 | $340.0K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 12,434 | $352.6K | 0.00% | −328−2.6% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 12,745 | $361.4K | 0.00% | +12,745 | New |
| Janus Henderson Group PLC | 13,179 | $377.6K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 13,859 | $393.0K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 14,173 | $401.9K | 0.00% | −211−1.5% | Reduced |
| LSV Asset Management | 14,900 | $423.0K | 0.00% | 00.0% | Unchanged |
| Apexium Financial, LP | 15,352 | $435.4K | 0.03% | +500+3.4% | Added |
| Rafferty Asset Management, LLC | 16,184 | $459.0K | 0.00% | −4,717−22.6% | Reduced |
| Sterling Capital Management LLC | 16,279 | $461.7K | 0.01% | −1,937−10.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 17,171 | $487.0K | 0.00% | +703+4.3% | Added |
| MetLife Investment Management | 17,246 | $489.1K | 0.00% | −313−1.8% | Reduced |
| KLP Kapitalforvaltning AS | 17,300 | $490.6K | 0.00% | 00.0% | Unchanged |
| Keybank National Association | 17,500 | $496.3K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 17,663 | $500.9K | 0.00% | −10,360−37.0% | Reduced |
| First Trust Advisors LP | 17,715 | $502.4K | 0.00% | +34+0.2% | Added |
| Trexquant Investment LP | 17,796 | $504.7K | 0.01% | +7,980+81.3% | Added |
| Wells Fargo & Company | 19,304 | $547.5K | 0.00% | +606+3.2% | Added |