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 |
|---|---|---|---|---|---|
| Polymer Capital Management (US) LLC | 10,685 | $303.0K | 0.09% | +10,685 | New |
| WealthTrust Axiom LLC | 10,227 | $290.0K | 0.09% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 9,884 | $280.3K | 0.04% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 9,751 | $276.5K | 0.00% | +903+10.2% | Added |
| Public Employees Retirement Association of Colorado | 9,600 | $272.0K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 9,314 | $264.1K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 9,189 | $260.6K | 0.00% | −854−8.5% | Reduced |
| CWM, LLC | 8,794 | $249.0K | 0.00% | +1,850+26.6% | Added |
| Quadrant Capital Group LLC | 8,717 | $247.2K | 0.01% | −14−0.2% | Reduced |
| Squarepoint Ops LLC | 8,324 | $236.1K | 0.00% | +8,324 | New |
| Arizona State Retirement System | 8,298 | $235.3K | 0.00% | −159−1.9% | Reduced |
| State of Tennessee, Treasury Department | 8,284 | $234.9K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 8,278 | $234.8K | 0.00% | 00.0% | Unchanged |
| Ieq Capital, LLC | 8,074 | $229.0K | 0.00% | +8,074 | New |
| Citadel Advisors LLC | 8,065 | $228.7K | 0.00% | +8,065 | New |
| Verition Fund Management LLC | 8,013 | $227.2K | 0.00% | +8,013 | New |
| Bailard, Inc. | 8,000 | $226.9K | 0.01% | −13,132−62.1% | Reduced |
| Evergreen Capital Management LLC | 7,999 | $226.9K | 0.01% | +176+2.2% | Added |
| Two Sigma Securities, LLC | 7,829 | $222.0K | 0.03% | −3,475−30.7% | Reduced |
| XTX Topco Ltd | 7,796 | $221.1K | 0.01% | +7,796 | New |
| Hendershot Investments Inc. | 7,679 | $217.8K | 0.03% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,459 | $211.5K | 0.00% | −4,376−37.0% | Reduced |
| Janney Montgomery Scott LLC | 7,383 | $209.0K | 0.00% | −17,341−70.1% | Reduced |
| Quest Partners LLC | 7,207 | $204.4K | 0.02% | −7,364−50.5% | Reduced |
| Trust Co of Vermont | 7,004 | $198.6K | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 6,615 | $187.6K | 0.00% | −33−0.5% | Reduced |
| Shell Asset Management Co | 6,530 | $185.0K | 0.01% | −283−4.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 6,066 | $172.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,872 | $166.5K | 0.00% | +1,076+22.4% | Added |
| Royal Bank of Canada | 5,843 | $166.0K | 0.00% | +161+2.8% | Added |
| Great West Life Assurance Co | 3,940 | $112.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 3,010 | $85.4K | 0.00% | −69−2.2% | Reduced |
| Ameritas Investment Partners, Inc. | 2,862 | $81.2K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 2,802 | $79.5K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,665 | $75.6K | 0.00% | +2,252+545.3% | Added |
| Battery Global Advisors, LLC | 2,623 | $74.4K | 0.04% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,271 | $64.4K | 0.00% | −27−1.2% | Reduced |
| Tower Research Capital LLC (TRC) | 1,901 | $53.9K | 0.00% | +898+89.5% | Added |
| Lindbrook Capital, LLC | 1,504 | $42.7K | 0.00% | −23−1.5% | Reduced |
| Aquatic Capital Management LLC | 1,206 | $34.2K | 0.00% | +1,206 | New |
| Nisa Investment Advisors, LLC | 990 | $28.1K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 996 | $28.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 778 | $22.1K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 628 | $17.8K | 0.00% | +628 | New |
| Fifth Third Bancorp | 619 | $17.6K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 550 | $15.6K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 500 | $14.2K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 500 | $14.2K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 465 | $13.2K | 0.00% | +24+5.4% | Added |
| GAMMA Investing LLC | 416 | $11.8K | 0.00% | +222+114.4% | Added |
| Bessemer Group Inc | 380 | $11.0K | 0.00% | −257−40.3% | Reduced |
| WPG Advisers, LLC | 299 | $8.48K | 0.01% | +154+106.2% | Added |
| Massmutual Trust Co FSB | 208 | $5.90K | 0.00% | +27+14.9% | Added |
| Allworth Financial LP | 183 | $5.38K | 0.00% | −55−23.1% | Reduced |
| C M Bidwell & Associates Ltd | 168 | $4.76K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 167 | $4.74K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 131 | $4.00K | 0.00% | −122−48.2% | Reduced |
| Glen Eagle Advisors, LLC | 124 | $3.52K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 88 | $2.50K | 0.00% | +88 | New |
| Whipplewood Advisors, LLC | 271 | $2.47K | 0.00% | +184+211.5% | Added |
| Cary Street Partner Investment Advisory LLC | 70 | $1.99K | 0.00% | +16+29.6% | Added |
| Private Trust Co NA | 62 | $1.76K | 0.00% | +62 | New |
| EverSource Wealth Advisors, LLC | 59 | $1.67K | 0.00% | +10+20.4% | Added |
| Rothschild Investment LLC | 55 | $1.56K | 0.00% | +20+57.1% | Added |
| MAI Capital Management | 35 | $993 | 0.00% | +15+75.0% | Added |
| Raffa Wealth Management, LLC | 33 | $936 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 33 | $936 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 27 | $766 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 20 | $568 | 0.00% | +20 | New |
| Huntington National Bank | 18 | $510 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 15 | $426 | 0.00% | +15 | New |
| Principal Securities, Inc. | 14 | $413 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 13 | $373 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 13 | $369 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 11 | $312 | 0.00% | +11 | New |
| SBI Securities Co., Ltd. | 5 | $142 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $29 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 26 | $0 | 0.00% | −3−10.3% | Reduced |
| Covestor Ltd | 3 | $0 | 0.00% | −9−75.0% | Reduced |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −20,160−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −19,297−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −14,644−100.0% | Sold out |
| Cambria Investment Management, L.P. | 0 | $0 | 0.00% | −10,616−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −8,148−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −8,070−100.0% | Sold out |
| Cornerstone Investment Partners, LLC | 0 | $0 | 0.00% | −7,595−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −719−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −590−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −71−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −87−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Lakeview Capital Partners, LLC | – | – | – | – | Not filed |
| Cassady Schiller Wealth Management, LLC | – | – | – | – | Not filed |