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 |
|---|---|---|---|---|---|
| CWM, LLC | 13,132 | $394.0K | 0.00% | +3,328+33.9% | Added |
| First Manhattan Co | 12,434 | $373.3K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 11,988 | $359.9K | 0.01% | 00.0% | Unchanged |
| Semanteon Capital Management, LP | 11,912 | $357.6K | 0.45% | +11,912 | New |
| Insight Advisors, LLC | 11,750 | $352.7K | 0.05% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 11,497 | $345.0K | 0.00% | +11,497 | New |
| Commonwealth Equity Services, LLC | 10,647 | $320.0K | 0.00% | −42−0.4% | Reduced |
| WealthTrust Axiom LLC | 10,227 | $307.0K | 0.08% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 9,884 | $296.7K | 0.04% | 00.0% | Unchanged |
| Zacks Investment Management | 9,797 | $294.1K | 0.00% | −1,402−12.5% | Reduced |
| Polymer Capital Management (US) LLC | 9,659 | $290.0K | 0.04% | +1,876+24.1% | Added |
| Public Employees Retirement Association of Colorado | 9,600 | $288.0K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 9,314 | $279.6K | 0.00% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 9,201 | $276.2K | 0.03% | +9,201 | New |
| Quest Partners LLC | 8,660 | $260.0K | 0.02% | −8,682−50.1% | Reduced |
| Arizona State Retirement System | 8,520 | $255.8K | 0.00% | +70+0.8% | Added |
| Quadrant Capital Group LLC | 8,331 | $250.1K | 0.01% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 8,278 | $248.5K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 8,210 | $246.5K | 0.00% | +8,210 | New |
| Comerica Bank | 8,031 | $241.1K | 0.00% | +1,416+21.4% | Added |
| Police & Firemen's Retirement System of New Jersey | 8,022 | $240.8K | 0.00% | +1,064+15.3% | Added |
| Hendershot Investments Inc. | 7,679 | $230.5K | 0.03% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 7,246 | $217.5K | 0.00% | +7,246 | New |
| Trust Co of Vermont | 7,004 | $210.3K | 0.01% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 6,926 | $207.9K | 0.00% | −250−3.5% | Reduced |
| The PNC Financial Services Group, Inc. | 6,774 | $203.4K | 0.00% | +1,040+18.1% | Added |
| Two Sigma Securities, LLC | 6,770 | $203.2K | 0.03% | +19+0.3% | Added |
| SRS Capital Advisors, Inc. | 5,304 | $159.2K | 0.00% | +5,304 | New |
| State of Tennessee, Treasury Department | 4,892 | $146.9K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 3,940 | $119.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 3,504 | $105.2K | 0.00% | −154−4.2% | Reduced |
| Signaturefd, LLC | 2,900 | $87.1K | 0.00% | −8−0.3% | Reduced |
| Bryn Mawr Trust Co | 2,802 | $84.1K | 0.00% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 2,623 | $78.7K | 0.04% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,408 | $72.3K | 0.00% | −454−15.9% | Reduced |
| Parallel Advisors, LLC | 2,258 | $67.8K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 2,125 | $64.0K | 0.01% | −3,154−59.7% | Reduced |
| Royal Bank of Canada | 1,969 | $59.0K | 0.00% | −1,401−41.6% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 1,466 | $44.0K | 0.01% | +1,466 | New |
| State of Alaska, Department of Revenue | 1,157 | $34.0K | 0.00% | +1,157 | New |
| Amalgamated Bank | 996 | $30.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 999 | $30.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 881 | $26.4K | 0.00% | −2,344−72.7% | Reduced |
| Point72 (DIFC) Ltd | 841 | $25.2K | 0.00% | +248+41.8% | Added |
| Quarry LP | 761 | $22.8K | 0.01% | +761 | New |
| GAMMA Investing LLC | 699 | $21.0K | 0.00% | +24+3.6% | Added |
| US Bancorp | 616 | $18.5K | 0.00% | −162−20.8% | Reduced |
| EverSource Wealth Advisors, LLC | 584 | $17.5K | 0.00% | +147+33.6% | Added |
| Blue Bell Private Wealth Management, LLC | 550 | $16.5K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 507 | $15.2K | 0.01% | +17+3.5% | Added |
| Essential Partners LLC | 478 | $14.3K | 0.00% | +175+57.8% | Added |
| Allworth Financial LP | 370 | $11.1K | 0.00% | +113+44.0% | Added |
| Bessemer Group Inc | 380 | $11.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 301 | $9.04K | 0.00% | +268+812.1% | Added |
| Quantbot Technologies LP | 287 | $8.62K | 0.00% | +287 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 256 | $8.00K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 202 | $6.06K | 0.00% | +94+87.0% | Added |
| First Horizon Corp | 202 | $6.06K | 0.00% | +202 | New |
| Harbor Capital Advisors, Inc. | 211 | $6.00K | 0.00% | −6−2.8% | Reduced |
| Massmutual Trust Co FSB | 194 | $5.82K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 166 | $4.98K | 0.00% | +166 | New |
| S&T Bank | 164 | $4.92K | 0.00% | +98+148.5% | Added |
| IFP Advisors, Inc | 138 | $4.14K | 0.00% | +19+16.0% | Added |
| Glen Eagle Advisors, LLC | 124 | $3.72K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 122 | $3.66K | 0.00% | −2,912−96.0% | Reduced |
| Evergreen Private Wealth LLC | 87 | $2.61K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 86 | $2.58K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 76 | $2.28K | 0.00% | +53+230.4% | Added |
| Rothschild Investment LLC | 69 | $2.07K | 0.00% | −11−13.8% | Reduced |
| Private Trust Co NA | 62 | $1.86K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 57 | $1.71K | 0.00% | −270−82.6% | Reduced |
| True Wealth Design, LLC | 55 | $1.65K | 0.00% | +42+323.1% | Added |
| Rockefeller Capital Management L.P. | 54 | $1.62K | 0.00% | +54 | New |
| MAI Capital Management | 49 | $1.47K | 0.00% | −285−85.3% | Reduced |
| Harbour Investments, Inc. | 46 | $1.38K | 0.00% | +19+70.4% | Added |
| Larson Financial Group LLC | 45 | $1.35K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 33 | $991 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 18 | $540 | 0.00% | +5+38.5% | Added |
| Principal Securities, Inc. | 14 | $420 | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 9 | $267 | 0.00% | +9 | New |
| SBI Securities Co., Ltd. | 5 | $150 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 3 | $91 | 0.00% | +3 | New |
| Sunbelt Securities, Inc. | 2 | $60 | 0.00% | +2 | New |
| TFC Financial Management | 1 | $31 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 9 | $0 | 0.00% | −16−64.0% | Reduced |
| Covestor Ltd | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −42,763−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −42,720−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −42,000−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −20,653−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −20,176−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −14,383−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −12,292−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −10,665−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −10,444−100.0% | Sold out |
| Voya Investment Management LLC | 0 | $0 | 0.00% | −9,287−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −8,935−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Cornerstone Investment Partners, LLC | 0 | $0 | 0.00% | −6,996−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −2,843−100.0% | Sold out |