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, Q3 2025
Institutional positions in Univest Financial Corp as of Sep 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
- 186
- +5 vs. Q2 2025
- Shares held
- 22.2M
- −311.2K (−1.4%) vs. Q2 2025
- Total value
- $667.6M
- −$9.89M (−1.5%) vs. Q2 2025
- New holders
- 26
- 66 more added
- Sold out
- 21
- 49 more reduced
2 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Univest Financial Corp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hemington Wealth Management | 9 | $0 | 0.00% | −16−64.0% | Reduced |
| Covestor Ltd | 3 | $0 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $31 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 2 | $60 | 0.00% | +2 | New |
| Clearstead Advisors, LLC | 3 | $91 | 0.00% | +3 | New |
| SBI Securities Co., Ltd. | 5 | $150 | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 9 | $267 | 0.00% | +9 | New |
| Principal Securities, Inc. | 14 | $420 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 18 | $540 | 0.00% | +5+38.5% | Added |
| Raffa Wealth Management, LLC | 33 | $991 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 45 | $1.35K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 46 | $1.38K | 0.00% | +19+70.4% | Added |
| MAI Capital Management | 49 | $1.47K | 0.00% | −285−85.3% | Reduced |
| Rockefeller Capital Management L.P. | 54 | $1.62K | 0.00% | +54 | New |
| True Wealth Design, LLC | 55 | $1.65K | 0.00% | +42+323.1% | Added |
| J.Safra Asset Management Corp | 57 | $1.71K | 0.00% | −270−82.6% | Reduced |
| Private Trust Co NA | 62 | $1.86K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 69 | $2.07K | 0.00% | −11−13.8% | Reduced |
| Bare Financial Services, Inc | 76 | $2.28K | 0.00% | +53+230.4% | Added |
| Cary Street Partner Investment Advisory LLC | 86 | $2.58K | 0.00% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 87 | $2.61K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 122 | $3.66K | 0.00% | −2,912−96.0% | Reduced |
| Glen Eagle Advisors, LLC | 124 | $3.72K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 138 | $4.14K | 0.00% | +19+16.0% | Added |
| S&T Bank | 164 | $4.92K | 0.00% | +98+148.5% | Added |
| Optiver Holding B.V. | 166 | $4.98K | 0.00% | +166 | New |
| Massmutual Trust Co FSB | 194 | $5.82K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 211 | $6.00K | 0.00% | −6−2.8% | Reduced |
| Federated Hermes, Inc. | 202 | $6.06K | 0.00% | +94+87.0% | Added |
| First Horizon Corp | 202 | $6.06K | 0.00% | +202 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 256 | $8.00K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 287 | $8.62K | 0.00% | +287 | New |
| Versant Capital Management, Inc | 301 | $9.04K | 0.00% | +268+812.1% | Added |
| Bessemer Group Inc | 380 | $11.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 370 | $11.1K | 0.00% | +113+44.0% | Added |
| Essential Partners LLC | 478 | $14.3K | 0.00% | +175+57.8% | Added |
| WPG Advisers, LLC | 507 | $15.2K | 0.01% | +17+3.5% | Added |
| Blue Bell Private Wealth Management, LLC | 550 | $16.5K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 584 | $17.5K | 0.00% | +147+33.6% | Added |
| US Bancorp | 616 | $18.5K | 0.00% | −162−20.8% | Reduced |
| GAMMA Investing LLC | 699 | $21.0K | 0.00% | +24+3.6% | Added |
| Quarry LP | 761 | $22.8K | 0.01% | +761 | New |
| Point72 (DIFC) Ltd | 841 | $25.2K | 0.00% | +248+41.8% | Added |
| Tower Research Capital LLC (TRC) | 881 | $26.4K | 0.00% | −2,344−72.7% | Reduced |
| Nisa Investment Advisors, LLC | 999 | $30.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 996 | $30.0K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 1,157 | $34.0K | 0.00% | +1,157 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 1,466 | $44.0K | 0.01% | +1,466 | New |
| Royal Bank of Canada | 1,969 | $59.0K | 0.00% | −1,401−41.6% | Reduced |
| Shell Asset Management Co | 2,125 | $64.0K | 0.01% | −3,154−59.7% | Reduced |
| Parallel Advisors, LLC | 2,258 | $67.8K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,408 | $72.3K | 0.00% | −454−15.9% | Reduced |
| Battery Global Advisors, LLC | 2,623 | $78.7K | 0.04% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 2,802 | $84.1K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,900 | $87.1K | 0.00% | −8−0.3% | Reduced |
| Aquatic Capital Management LLC | 3,504 | $105.2K | 0.00% | −154−4.2% | Reduced |
| Great West Life Assurance Co | 3,940 | $119.0K | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 4,892 | $146.9K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 5,304 | $159.2K | 0.00% | +5,304 | New |
| Two Sigma Securities, LLC | 6,770 | $203.2K | 0.03% | +19+0.3% | Added |
| The PNC Financial Services Group, Inc. | 6,774 | $203.4K | 0.00% | +1,040+18.1% | Added |
| Evergreen Capital Management LLC | 6,926 | $207.9K | 0.00% | −250−3.5% | Reduced |
| Trust Co of Vermont | 7,004 | $210.3K | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 7,246 | $217.5K | 0.00% | +7,246 | New |
| Hendershot Investments Inc. | 7,679 | $230.5K | 0.03% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 8,022 | $240.8K | 0.00% | +1,064+15.3% | Added |
| Comerica Bank | 8,031 | $241.1K | 0.00% | +1,416+21.4% | Added |
| Cerity Partners LLC | 8,210 | $246.5K | 0.00% | +8,210 | New |
| State Board of Administration of Florida Retirement System | 8,278 | $248.5K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 8,331 | $250.1K | 0.01% | 00.0% | Unchanged |
| Arizona State Retirement System | 8,520 | $255.8K | 0.00% | +70+0.8% | Added |
| Quest Partners LLC | 8,660 | $260.0K | 0.02% | −8,682−50.1% | Reduced |
| Occudo Quantitative Strategies LP | 9,201 | $276.2K | 0.03% | +9,201 | New |
| New York State Common Retirement Fund | 9,314 | $279.6K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 9,600 | $288.0K | 0.00% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 9,659 | $290.0K | 0.04% | +1,876+24.1% | Added |
| Zacks Investment Management | 9,797 | $294.1K | 0.00% | −1,402−12.5% | Reduced |
| Stanley-Laman Group, Ltd. | 9,884 | $296.7K | 0.04% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 10,227 | $307.0K | 0.08% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 10,647 | $320.0K | 0.00% | −42−0.4% | Reduced |
| Natixis Advisors, L.P. | 11,497 | $345.0K | 0.00% | +11,497 | New |
| Insight Advisors, LLC | 11,750 | $352.7K | 0.05% | 00.0% | Unchanged |
| Semanteon Capital Management, LP | 11,912 | $357.6K | 0.45% | +11,912 | New |
| Cary Street Partners Financial LLC | 11,988 | $359.9K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 12,434 | $373.3K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 13,132 | $394.0K | 0.00% | +3,328+33.9% | Added |
| Janus Henderson Group PLC | 13,179 | $395.7K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 13,267 | $398.3K | 0.00% | −2,527−16.0% | Reduced |
| Brevan Howard Capital Management LP | 13,974 | $419.5K | 0.01% | +5,584+66.6% | Added |
| Summit Financial, LLC | 14,191 | $426.0K | 0.01% | +14,191 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,471 | $434.4K | 0.00% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 14,508 | $435.5K | 0.00% | +14,508 | New |
| Brandywine Global Investment Management, LLC | 14,766 | $443.3K | 0.00% | +14,766 | New |
| LSV Asset Management | 14,900 | $447.0K | 0.00% | 00.0% | Unchanged |
| Apexium Financial, LP | 14,973 | $449.5K | 0.02% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 15,133 | $454.3K | 0.01% | +15,133 | New |
| Wealth Enhancement Advisory Services, LLC | 15,937 | $478.3K | 0.00% | +1,900+13.5% | Added |
| First Trust Advisors LP | 16,107 | $483.5K | 0.00% | −2,596−13.9% | Reduced |
| Ieq Capital, LLC | 16,607 | $498.5K | 0.00% | +4,066+32.4% | Added |
| Los Angeles Capital Management LLC | 16,717 | $501.8K | 0.00% | −2,598−13.5% | Reduced |