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.

Q4 2025 vs. Q3 2025

How the institutions holding Univest Financial Corp changed between Q3 2025 and Q4 2025.

All holders in Q4 2025 All holders in Q3 2025

13F holders of UVSP: Q3 2025 compared with Q4 2025
Measure	Q3 2025	Of which not filed for Q4 2025	Q4 2025	Change
Holders	186	6	198	+18
Shares	22.2M	62.8K	22.1M	−121.4K (−0.5%)
Value	$667.6M	$1.88M	$722.1M	+$56.3M (+8.5%)

6 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (30)

Institutions that held Univest Financial Corp at the end of Q4 2025 but not at the end of Q3 2025.

Institutions new to UVSP in Q4 2025
Institution	Shares	Value	% of portfolio
Point72 Asset Management, L.P.	91,440	$2.99M	0.00%
Algert Global LLC	49,574	$1.62M	0.03%
Integrated Quantitative Investments LLC	24,013	$786.2K	0.17%
Man Group plc	21,711	$710.8K	0.00%
Hussman Strategic Advisors, Inc.	21,000	$687.5K	0.17%
Global Retirement Partners, LLC	19,262	$630.6K	0.01%
Canada Pension Plan Investment Board	18,400	$602.4K	0.00%
Verition Fund Management LLC	17,718	$580.1K	0.00%
Squarepoint Ops LLC	17,106	$560.0K	0.00%
HSBC Holdings PLC	14,807	$484.3K	0.00%
Legato Capital Management LLC	14,720	$481.9K	0.04%
Dakota Wealth Management	13,685	$448.0K	0.01%
Citadel Advisors LLC	13,186	$431.7K	0.00%
United Capital Financial Advisers, LLC	11,749	$384.7K	0.00%
Abacus Wealth Partners, LLC	11,515	$377.0K	0.04%
Empower Advisory Group, LLC	8,217	$269.0K	0.00%
HighTower Advisors, LLC	6,616	$216.6K	0.00%
Gsa Capital Partners LLP	6,576	$215.0K	0.02%
Cornerstone Investment Partners, LLC	6,520	$213.5K	0.01%
Mariner, LLC	6,429	$210.6K	0.00%
Snowden Capital Advisors LLC	6,136	$200.9K	0.01%
Pinnacle Wealth Planning Services, Inc.	557	$18.2K	0.00%
Grove Bank & Trust	484	$15.8K	0.00%
Bogart Wealth, LLC	440	$14.4K	0.00%
CX Institutional	115	$4.00K	0.00%
Eurizon Capital SGR S.p.A.	102	$3.34K	0.00%
International Assets Investment Management, LLC	52	$1.70K	0.00%
SJS Investment Consulting Inc.	6	$197	0.00%
Jones Financial Companies LLLP	3	$98	0.00%
Keating Financial Advisory Services, Inc.	1	$33	0.00%

Sold out (12)

Institutions that held Univest Financial Corp at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of UVSP in Q4 2025
Institution	Shares, Q3 2025	Value, Q3 2025
Empowered Funds, LLC	114,048	$3.42M
Assenagon Asset Management S.A.	30,251	$908.1K
Engineers Gate Manager LP	15,133	$454.3K
Brevan Howard Capital Management LP	13,974	$419.5K
Semanteon Capital Management, LP	11,912	$357.6K
Zacks Investment Management	9,797	$294.1K
Two Sigma Securities, LLC	6,770	$203.2K
State of Tennessee, Treasury Department	4,892	$146.9K
Evergreen Private Wealth LLC	87	$2.61K
Bare Financial Services, Inc	76	$2.28K
Principal Securities, Inc.	14	$420
Sunbelt Securities, Inc.	2	$60

Not filed for Q4 2025 yet (6)

Institutions that held Univest Financial Corp at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UVSP in Q3 2025 that haven't filed for Q4 2025
Institution	Shares, Q3 2025	Value, Q3 2025
Cubist Systematic Strategies, LLC	43,368	$1.30M
Apexium Financial, LP	14,973	$449.5K
Shell Asset Management Co	2,125	$64.0K
Point72 Asia (Singapore) Pte. Ltd.	1,466	$44.0K
Point72 (DIFC) Ltd	841	$25.2K
Hemington Wealth Management	9	$0