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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.

Q2 2025 vs. Q1 2025

How the institutions holding Univest Financial Corp changed between Q1 2025 and Q2 2025.

All holders in Q2 2025All holders in Q1 2025

13F holders of UVSP: Q1 2025 compared with Q2 2025
MeasureQ1 2025Of which not filed for Q2 2025Q2 2025Change
Holders1792183+6
Shares22.8M22.2K22.6M−171.5K (−0.8%)
Value$645.5M$630.2K$678.0M+$33.1M (+5.1%)

2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (21)

Institutions that held Univest Financial Corp at the end of Q2 2025 but not at the end of Q1 2025.

Institutions new to UVSP in Q2 2025
InstitutionSharesValue% of portfolio
Millennium Management LLC133,663$4.02M0.00%
Cubist Systematic Strategies, LLC22,343$671.2K0.01%
Principal Financial Group Inc20,176$606.1K0.00%
Gabelli Funds LLC19,597$588.7K0.00%
Man Group plc12,292$369.3K0.00%
Gsa Capital Partners LLP10,665$320.0K0.02%
Virtu Financial LLC8,935$268.0K0.01%
Brevan Howard Capital Management LP8,390$252.0K0.00%
Cornerstone Investment Partners, LLC6,996$210.2K0.01%
Advisor Group Holdings, Inc.3,034$91.1K0.00%
Russell Investments Group, Ltd.1,407$42.3K0.00%
Meeder Asset Management Inc1,091$32.8K0.00%
Point72 (DIFC) Ltd593$17.8K0.00%
Essential Partners LLC303$9.10K0.00%
BNP PARIBAS ASSET MANAGEMENT Holding S.A.256$8.00K0.00%
Evergreen Private Wealth LLC87$2.61K0.00%
S&T Bank66$1.98K0.00%
Larson Financial Group LLC45$1.35K0.00%
UMA Financial Services, Inc.24$7210.00%
Bare Financial Services, Inc23$6910.00%
Twin Peaks Wealth Advisors, LLC1$300.00%

Sold out (15)

Institutions that held Univest Financial Corp at the end of Q1 2025 and filed for Q2 2025 without it.

Not filed for Q2 2025 yet (2)

Institutions that held Univest Financial Corp at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UVSP in Q1 2025 that haven't filed for Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Keeley-Teton Advisors, LLC20,719$587.6K
Lindbrook Capital, LLC1,504$42.7K