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 |
|---|---|---|---|---|---|
| Zacks Investment Management | 11,199 | $336.4K | 0.00% | −105−0.9% | Reduced |
| Commonwealth Equity Services, LLC | 10,689 | $321.0K | 0.00% | −192−1.8% | Reduced |
| Gsa Capital Partners LLP | 10,665 | $320.0K | 0.02% | +10,665 | New |
| Squarepoint Ops LLC | 10,444 | $313.7K | 0.00% | +2,120+25.5% | Added |
| WealthTrust Axiom LLC | 10,227 | $307.2K | 0.09% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 9,884 | $296.9K | 0.04% | 00.0% | Unchanged |
| CWM, LLC | 9,804 | $295.0K | 0.00% | +1,010+11.5% | Added |
| Public Employees Retirement Association of Colorado | 9,600 | $288.0K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 9,314 | $279.8K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 9,287 | $279.0K | 0.00% | +98+1.1% | Added |
| Virtu Financial LLC | 8,935 | $268.0K | 0.01% | +8,935 | New |
| Arizona State Retirement System | 8,450 | $253.8K | 0.00% | +152+1.8% | Added |
| Brevan Howard Capital Management LP | 8,390 | $252.0K | 0.00% | +8,390 | New |
| Quadrant Capital Group LLC | 8,331 | $250.3K | 0.01% | −386−4.4% | Reduced |
| State Board of Administration of Florida Retirement System | 8,278 | $248.7K | 0.00% | 00.0% | Unchanged |
| Bailard, Inc. | 8,000 | $240.3K | 0.01% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 7,783 | $233.8K | 0.04% | −2,902−27.2% | Reduced |
| Hendershot Investments Inc. | 7,679 | $230.7K | 0.03% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 7,176 | $215.6K | 0.01% | −823−10.3% | Reduced |
| Trust Co of Vermont | 7,004 | $210.4K | 0.01% | 00.0% | Unchanged |
| Cornerstone Investment Partners, LLC | 6,996 | $210.2K | 0.01% | +6,996 | New |
| Police & Firemen's Retirement System of New Jersey | 6,958 | $209.0K | 0.00% | +892+14.7% | Added |
| Two Sigma Securities, LLC | 6,751 | $202.8K | 0.03% | −1,078−13.8% | Reduced |
| Comerica Bank | 6,615 | $198.7K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,734 | $172.3K | 0.00% | −138−2.4% | Reduced |
| Shell Asset Management Co | 5,279 | $159.0K | 0.01% | −1,251−19.2% | Reduced |
| State of Tennessee, Treasury Department | 4,892 | $147.0K | 0.00% | −3,392−40.9% | Reduced |
| Great West Life Assurance Co | 3,940 | $118.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 3,658 | $109.9K | 0.00% | +2,452+203.3% | Added |
| Royal Bank of Canada | 3,370 | $102.0K | 0.00% | −2,473−42.3% | Reduced |
| Tower Research Capital LLC (TRC) | 3,225 | $96.9K | 0.00% | +1,324+69.6% | Added |
| Advisor Group Holdings, Inc. | 3,034 | $91.1K | 0.00% | +3,034 | New |
| Signaturefd, LLC | 2,908 | $87.4K | 0.00% | −102−3.4% | Reduced |
| Ameritas Investment Partners, Inc. | 2,862 | $86.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,843 | $85.4K | 0.00% | +178+6.7% | Added |
| Bryn Mawr Trust Co | 2,802 | $84.2K | 0.00% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 2,623 | $78.8K | 0.04% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,258 | $67.8K | 0.00% | −13−0.6% | Reduced |
| Russell Investments Group, Ltd. | 1,407 | $42.3K | 0.00% | +1,407 | New |
| Meeder Asset Management Inc | 1,091 | $32.8K | 0.00% | +1,091 | New |
| Nisa Investment Advisors, LLC | 999 | $30.0K | 0.00% | +9+0.9% | Added |
| Amalgamated Bank | 996 | $30.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 778 | $23.4K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 675 | $20.3K | 0.00% | +259+62.3% | Added |
| Fifth Third Bancorp | 619 | $18.6K | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 593 | $17.8K | 0.00% | +593 | New |
| Blue Bell Private Wealth Management, LLC | 550 | $16.5K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 490 | $14.7K | 0.01% | +191+63.9% | Added |
| EverSource Wealth Advisors, LLC | 437 | $13.1K | 0.00% | +378+640.7% | Added |
| Bessemer Group Inc | 380 | $11.0K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 334 | $10.0K | 0.00% | +299+854.3% | Added |
| J.Safra Asset Management Corp | 327 | $9.82K | 0.00% | −138−29.7% | Reduced |
| Essential Partners LLC | 303 | $9.10K | 0.00% | +303 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 256 | $8.00K | 0.00% | +256 | New |
| Allworth Financial LP | 257 | $7.72K | 0.00% | +74+40.4% | Added |
| Bogart Wealth, LLC | 250 | $7.51K | 0.00% | −250−50.0% | Reduced |
| Harbor Capital Advisors, Inc. | 217 | $7.00K | 0.00% | +86+65.6% | Added |
| First Horizon Advisors, Inc. | 202 | $6.07K | 0.00% | +35+21.0% | Added |
| Massmutual Trust Co FSB | 194 | $5.83K | 0.00% | −14−6.7% | Reduced |
| C M Bidwell & Associates Ltd | 168 | $5.05K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 119 | $3.99K | 0.00% | +106+815.4% | Added |
| Glen Eagle Advisors, LLC | 124 | $3.73K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 108 | $3.24K | 0.00% | +20+22.7% | Added |
| Whipplewood Advisors, LLC | 87 | $2.61K | 0.00% | −184−67.9% | Reduced |
| Evergreen Private Wealth LLC | 87 | $2.61K | 0.00% | +87 | New |
| Cary Street Partner Investment Advisory LLC | 86 | $2.58K | 0.00% | +16+22.9% | Added |
| Rothschild Investment LLC | 80 | $2.40K | 0.00% | +25+45.5% | Added |
| S&T Bank | 66 | $1.98K | 0.00% | +66 | New |
| Private Trust Co NA | 62 | $1.86K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 45 | $1.35K | 0.00% | +45 | New |
| Raffa Wealth Management, LLC | 33 | $991 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 33 | $991 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 27 | $811 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 24 | $721 | 0.00% | +24 | New |
| Bare Financial Services, Inc | 23 | $691 | 0.00% | +23 | New |
| Principal Securities, Inc. | 14 | $421 | 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 |
| SBI Securities Co., Ltd. | 5 | $150 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $31 | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 1 | $30 | 0.00% | +1 | New |
| Hemington Wealth Management | 25 | $0 | 0.00% | −1−3.8% | Reduced |
| Covestor Ltd | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −100,197−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −35,089−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −34,038−100.0% | Sold out |
| Pacific Ridge Capital Partners, LLC | 0 | $0 | 0.00% | −21,904−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −20,108−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −17,796−100.0% | Sold out |
| Keybank National Association | 0 | $0 | 0.00% | −17,500−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −14,173−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −8,065−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −8,013−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −628−100.0% | Sold out |
| Stonebridge Financial Group, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Keeley-Teton Advisors, LLC | – | – | – | – | Not filed |
| Lindbrook Capital, LLC | – | – | – | – | Not filed |