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, Q2 2025
Institutional positions in Univest Financial Corp as of Jun 30, 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
- 183
- +6 vs. Q1 2025
- Shares held
- 22.6M
- −171.5K (−0.8%) vs. Q1 2025
- Total value
- $678.0M
- +$33.1M (+5.1%) vs. Q1 2025
- New holders
- 21
- 66 more added
- Sold out
- 15
- 52 more reduced
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Univest Financial Corp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hemington Wealth Management | 25 | $0 | 0.00% | −1−3.8% | Reduced |
| Covestor Ltd | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 1 | $30 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $31 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 5 | $150 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 13 | $391 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 13 | $391 | 0.00% | +2+18.2% | Added |
| Principal Securities, Inc. | 14 | $421 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 23 | $691 | 0.00% | +23 | New |
| UMA Financial Services, Inc. | 24 | $721 | 0.00% | +24 | New |
| Harbour Investments, Inc. | 27 | $811 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 33 | $991 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 33 | $991 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 45 | $1.35K | 0.00% | +45 | New |
| Private Trust Co NA | 62 | $1.86K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 66 | $1.98K | 0.00% | +66 | New |
| Rothschild Investment LLC | 80 | $2.40K | 0.00% | +25+45.5% | Added |
| Cary Street Partner Investment Advisory LLC | 86 | $2.58K | 0.00% | +16+22.9% | Added |
| Whipplewood Advisors, LLC | 87 | $2.61K | 0.00% | −184−67.9% | Reduced |
| Evergreen Private Wealth LLC | 87 | $2.61K | 0.00% | +87 | New |
| Federated Hermes, Inc. | 108 | $3.24K | 0.00% | +20+22.7% | Added |
| Glen Eagle Advisors, LLC | 124 | $3.73K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 119 | $3.99K | 0.00% | +106+815.4% | Added |
| C M Bidwell & Associates Ltd | 168 | $5.05K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 194 | $5.83K | 0.00% | −14−6.7% | Reduced |
| First Horizon Advisors, Inc. | 202 | $6.07K | 0.00% | +35+21.0% | Added |
| Harbor Capital Advisors, Inc. | 217 | $7.00K | 0.00% | +86+65.6% | Added |
| Bogart Wealth, LLC | 250 | $7.51K | 0.00% | −250−50.0% | Reduced |
| Allworth Financial LP | 257 | $7.72K | 0.00% | +74+40.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 256 | $8.00K | 0.00% | +256 | New |
| Essential Partners LLC | 303 | $9.10K | 0.00% | +303 | New |
| J.Safra Asset Management Corp | 327 | $9.82K | 0.00% | −138−29.7% | Reduced |
| MAI Capital Management | 334 | $10.0K | 0.00% | +299+854.3% | Added |
| Bessemer Group Inc | 380 | $11.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 437 | $13.1K | 0.00% | +378+640.7% | Added |
| WPG Advisers, LLC | 490 | $14.7K | 0.01% | +191+63.9% | Added |
| Blue Bell Private Wealth Management, LLC | 550 | $16.5K | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 593 | $17.8K | 0.00% | +593 | New |
| Fifth Third Bancorp | 619 | $18.6K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 675 | $20.3K | 0.00% | +259+62.3% | Added |
| US Bancorp | 778 | $23.4K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 996 | $30.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 999 | $30.0K | 0.00% | +9+0.9% | Added |
| Meeder Asset Management Inc | 1,091 | $32.8K | 0.00% | +1,091 | New |
| Russell Investments Group, Ltd. | 1,407 | $42.3K | 0.00% | +1,407 | New |
| Parallel Advisors, LLC | 2,258 | $67.8K | 0.00% | −13−0.6% | Reduced |
| Battery Global Advisors, LLC | 2,623 | $78.8K | 0.04% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 2,802 | $84.2K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,843 | $85.4K | 0.00% | +178+6.7% | Added |
| Ameritas Investment Partners, Inc. | 2,862 | $86.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,908 | $87.4K | 0.00% | −102−3.4% | Reduced |
| Advisor Group Holdings, Inc. | 3,034 | $91.1K | 0.00% | +3,034 | New |
| Tower Research Capital LLC (TRC) | 3,225 | $96.9K | 0.00% | +1,324+69.6% | Added |
| Royal Bank of Canada | 3,370 | $102.0K | 0.00% | −2,473−42.3% | Reduced |
| Aquatic Capital Management LLC | 3,658 | $109.9K | 0.00% | +2,452+203.3% | Added |
| Great West Life Assurance Co | 3,940 | $118.0K | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 4,892 | $147.0K | 0.00% | −3,392−40.9% | Reduced |
| Shell Asset Management Co | 5,279 | $159.0K | 0.01% | −1,251−19.2% | Reduced |
| The PNC Financial Services Group, Inc. | 5,734 | $172.3K | 0.00% | −138−2.4% | Reduced |
| Comerica Bank | 6,615 | $198.7K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 6,751 | $202.8K | 0.03% | −1,078−13.8% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 6,958 | $209.0K | 0.00% | +892+14.7% | Added |
| Cornerstone Investment Partners, LLC | 6,996 | $210.2K | 0.01% | +6,996 | New |
| Trust Co of Vermont | 7,004 | $210.4K | 0.01% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 7,176 | $215.6K | 0.01% | −823−10.3% | Reduced |
| Hendershot Investments Inc. | 7,679 | $230.7K | 0.03% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 7,783 | $233.8K | 0.04% | −2,902−27.2% | Reduced |
| Bailard, Inc. | 8,000 | $240.3K | 0.01% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 8,278 | $248.7K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 8,331 | $250.3K | 0.01% | −386−4.4% | Reduced |
| Brevan Howard Capital Management LP | 8,390 | $252.0K | 0.00% | +8,390 | New |
| Arizona State Retirement System | 8,450 | $253.8K | 0.00% | +152+1.8% | Added |
| Virtu Financial LLC | 8,935 | $268.0K | 0.01% | +8,935 | New |
| Voya Investment Management LLC | 9,287 | $279.0K | 0.00% | +98+1.1% | Added |
| New York State Common Retirement Fund | 9,314 | $279.8K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 9,600 | $288.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 9,804 | $295.0K | 0.00% | +1,010+11.5% | Added |
| Stanley-Laman Group, Ltd. | 9,884 | $296.9K | 0.04% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 10,227 | $307.2K | 0.09% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 10,444 | $313.7K | 0.00% | +2,120+25.5% | Added |
| Gsa Capital Partners LLP | 10,665 | $320.0K | 0.02% | +10,665 | New |
| Commonwealth Equity Services, LLC | 10,689 | $321.0K | 0.00% | −192−1.8% | Reduced |
| Zacks Investment Management | 11,199 | $336.4K | 0.00% | −105−0.9% | Reduced |
| Insight Advisors, LLC | 11,750 | $353.0K | 0.06% | −11,750−50.0% | Reduced |
| Cary Street Partners Financial LLC | 11,988 | $360.1K | 0.01% | 00.0% | Unchanged |
| Man Group plc | 12,292 | $369.3K | 0.00% | +12,292 | New |
| First Manhattan Co | 12,434 | $373.5K | 0.00% | 00.0% | Unchanged |
| Ieq Capital, LLC | 12,541 | $376.7K | 0.00% | +4,467+55.3% | Added |
| Janus Henderson Group PLC | 13,179 | $395.5K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 13,859 | $416.3K | 0.01% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 14,383 | $432.0K | 0.00% | +7,000+94.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,471 | $434.7K | 0.00% | +7,012+94.0% | Added |
| LSV Asset Management | 14,900 | $448.0K | 0.00% | 00.0% | Unchanged |
| Apexium Financial, LP | 14,973 | $449.8K | 0.02% | −379−2.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 14,037 | $459.0K | 0.00% | +4,286+44.0% | Added |
| LPL Financial LLC | 15,582 | $468.1K | 0.00% | −2,081−11.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 15,794 | $474.5K | 0.00% | −1,377−8.0% | Reduced |
| Sterling Capital Management LLC | 16,555 | $497.3K | 0.01% | +276+1.7% | Added |
| MetLife Investment Management | 17,246 | $518.1K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 17,300 | $519.7K | 0.00% | 00.0% | Unchanged |