Univest Financial Corp

UVSP

Exchange: Nasdaq
Industry: State Commercial Banks
SEC CIK: 0000102212

SEC filings (opens in a new tab)

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.

Q3 2025 vs. Q2 2025

How the institutions holding Univest Financial Corp changed between Q2 2025 and Q3 2025.

All holders in Q3 2025 All holders in Q2 2025

13F holders of UVSP: Q2 2025 compared with Q3 2025
Measure	Q2 2025	Of which not filed for Q3 2025	Q3 2025	Change
Holders	183	2	186	+5
Shares	22.6M	14.1K	22.2M	−311.2K (−1.4%)
Value	$678.0M	$422.4K	$667.6M	−$9.89M (−1.5%)

2 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (26)

Institutions that held Univest Financial Corp at the end of Q3 2025 but not at the end of Q2 2025.

Institutions new to UVSP in Q3 2025
Institution	Shares	Value	% of portfolio
Trexquant Investment LP	53,005	$1.59M	0.02%
Y-Intercept (Hong Kong) Ltd	33,439	$1.00M	0.02%
Qube Research & Technologies Ltd	30,887	$927.2K	0.00%
Assenagon Asset Management S.A.	30,251	$908.1K	0.00%
SG Americas Securities, LLC	22,475	$675.0K	0.00%
Savant Capital, LLC	17,784	$533.9K	0.00%
Engineers Gate Manager LP	15,133	$454.3K	0.01%
Brandywine Global Investment Management, LLC	14,766	$443.3K	0.00%
Quantinno Capital Management LP	14,508	$435.5K	0.00%
Summit Financial, LLC	14,191	$426.0K	0.01%
Semanteon Capital Management, LP	11,912	$357.6K	0.45%
Natixis Advisors, L.P.	11,497	$345.0K	0.00%
Occudo Quantitative Strategies LP	9,201	$276.2K	0.03%
Cerity Partners LLC	8,210	$246.5K	0.00%
Mercer Global Advisors Inc	7,246	$217.5K	0.00%
SRS Capital Advisors, Inc.	5,304	$159.2K	0.00%
Point72 Asia (Singapore) Pte. Ltd.	1,466	$44.0K	0.01%
State of Alaska, Department of Revenue	1,157	$34.0K	0.00%
Quarry LP	761	$22.8K	0.01%
Quantbot Technologies LP	287	$8.62K	0.00%
First Horizon Corp	202	$6.06K	0.00%
Optiver Holding B.V.	166	$4.98K	0.00%
Rockefeller Capital Management L.P.	54	$1.62K	0.00%
Turning Point Benefit Group, Inc.	9	$267	0.00%
Clearstead Advisors, LLC	3	$91	0.00%
Sunbelt Securities, Inc.	2	$60	0.00%

Sold out (21)

Institutions that held Univest Financial Corp at the end of Q2 2025 and filed for Q3 2025 without it.

Institutions that sold out of UVSP in Q3 2025
Institution	Shares, Q2 2025	Value, Q2 2025
Panagora Asset Management Inc	42,763	$1.28M
Susquehanna International Group, LLP	42,720	$1.28M
Hussman Strategic Advisors, Inc.	42,000	$1.26M
XTX Topco Ltd	20,653	$620.4K
Principal Financial Group Inc	20,176	$606.1K
Janney Montgomery Scott LLC	14,383	$432.0K
Man Group plc	12,292	$369.3K
Gsa Capital Partners LLP	10,665	$320.0K
Squarepoint Ops LLC	10,444	$313.7K
Voya Investment Management LLC	9,287	$279.0K
Virtu Financial LLC	8,935	$268.0K
Bailard, Inc.	8,000	$240.3K
Cornerstone Investment Partners, LLC	6,996	$210.2K
Geneos Wealth Management Inc.	2,843	$85.4K
Meeder Asset Management Inc	1,091	$32.8K
Fifth Third Bancorp	619	$18.6K
Bogart Wealth, LLC	250	$7.51K
C M Bidwell & Associates Ltd	168	$5.05K
Whipplewood Advisors, LLC	87	$2.61K
UMA Financial Services, Inc.	24	$721
Twin Peaks Wealth Advisors, LLC	1	$30

Not filed for Q3 2025 yet (2)

Institutions that held Univest Financial Corp at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UVSP in Q2 2025 that haven't filed for Q3 2025
Institution	Shares, Q2 2025	Value, Q2 2025
Atria Wealth Solutions, Inc.	13,859	$416.3K
First Horizon Advisors, Inc.	202	$6.07K