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, Q4 2025
Institutional positions in Univest Financial Corp as of Dec 31, 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
- 198
- +18 vs. Q3 2025
- Shares held
- 22.1M
- −121.4K (−0.5%) vs. Q3 2025
- Total value
- $722.1M
- +$56.3M (+8.5%) vs. Q3 2025
- New holders
- 30
- 64 more added
- Sold out
- 12
- 61 more reduced
6 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Univest Financial Corp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TFC Financial Management | 1 | $33 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 1 | $33 | 0.00% | +1 | New |
| Clearstead Advisors, LLC | 2 | $66 | 0.00% | −1−33.3% | Reduced |
| Jones Financial Companies LLLP | 3 | $98 | 0.00% | +3 | New |
| SBI Securities Co., Ltd. | 5 | $164 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $197 | 0.00% | +6 | New |
| Optiver Holding B.V. | 14 | $458 | 0.00% | −152−91.6% | Reduced |
| Covestor Ltd | 22 | $1.00K | 0.00% | +19+633.3% | Added |
| Versant Capital Management, Inc | 33 | $1.08K | 0.00% | −268−89.0% | Reduced |
| Advisor Group Holdings, Inc. | 33 | $1.08K | 0.00% | −89−73.0% | Reduced |
| Raffa Wealth Management, LLC | 33 | $1.08K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 45 | $1.47K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 46 | $1.51K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 52 | $1.70K | 0.00% | +52 | New |
| J.Safra Asset Management Corp | 57 | $1.87K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 57 | $1.87K | 0.00% | +2+3.6% | Added |
| Quarry LP | 59 | $1.93K | 0.00% | −702−92.2% | Reduced |
| Private Trust Co NA | 62 | $2.03K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 68 | $2.23K | 0.00% | +19+38.8% | Added |
| Rockefeller Capital Management L.P. | 69 | $2.26K | 0.00% | +15+27.8% | Added |
| Turning Point Benefit Group, Inc. | 75 | $2.46K | 0.00% | +66+733.3% | Added |
| Cary Street Partner Investment Advisory LLC | 86 | $2.82K | 0.00% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 102 | $3.34K | 0.00% | +102 | New |
| Rothschild Investment LLC | 107 | $3.50K | 0.00% | +38+55.1% | Added |
| S&T Bank | 120 | $3.93K | 0.00% | −44−26.8% | Reduced |
| CX Institutional | 115 | $4.00K | 0.00% | +115 | New |
| Federated Hermes, Inc. | 124 | $4.06K | 0.00% | −78−38.6% | Reduced |
| Glen Eagle Advisors, LLC | 124 | $4.06K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 194 | $6.35K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 202 | $6.61K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 207 | $7.00K | 0.00% | −4−1.9% | Reduced |
| IFP Advisors, Inc | 242 | $7.92K | 0.00% | +104+75.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 334 | $11.0K | 0.00% | +78+30.5% | Added |
| Allworth Financial LP | 352 | $11.5K | 0.00% | −18−4.9% | Reduced |
| Bessemer Group Inc | 380 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 440 | $14.4K | 0.00% | +440 | New |
| Grove Bank & Trust | 484 | $15.8K | 0.00% | +484 | New |
| Essential Partners LLC | 493 | $16.1K | 0.00% | +15+3.1% | Added |
| WPG Advisers, LLC | 507 | $16.6K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 509 | $16.7K | 0.00% | +491+2,727.8% | Added |
| Blue Bell Private Wealth Management, LLC | 550 | $18.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 557 | $18.2K | 0.00% | +557 | New |
| EverSource Wealth Advisors, LLC | 601 | $19.7K | 0.00% | +17+2.9% | Added |
| US Bancorp | 616 | $20.2K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 667 | $21.8K | 0.00% | −4,637−87.4% | Reduced |
| GAMMA Investing LLC | 707 | $23.1K | 0.00% | +8+1.1% | Added |
| Amalgamated Bank | 893 | $29.0K | 0.00% | −103−10.3% | Reduced |
| Nisa Investment Advisors, LLC | 999 | $32.7K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 1,157 | $37.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 1,375 | $45.0K | 0.00% | −2,129−60.8% | Reduced |
| Royal Bank of Canada | 1,761 | $57.0K | 0.00% | −208−10.6% | Reduced |
| Tower Research Capital LLC (TRC) | 1,868 | $61.2K | 0.00% | +987+112.0% | Added |
| Parallel Advisors, LLC | 2,258 | $73.9K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,408 | $78.8K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 2,802 | $91.7K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,827 | $92.6K | 0.00% | −73−2.5% | Reduced |
| Great West Life Assurance Co | 3,940 | $129.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 5,447 | $178.3K | 0.01% | +5,160+1,797.9% | Added |
| Snowden Capital Advisors LLC | 6,136 | $200.9K | 0.01% | +6,136 | New |
| Mariner, LLC | 6,429 | $210.6K | 0.00% | +6,429 | New |
| Cornerstone Investment Partners, LLC | 6,520 | $213.5K | 0.01% | +6,520 | New |
| Gsa Capital Partners LLP | 6,576 | $215.0K | 0.02% | +6,576 | New |
| HighTower Advisors, LLC | 6,616 | $216.6K | 0.00% | +6,616 | New |
| Trust Co of Vermont | 7,004 | $229.3K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 7,008 | $229.4K | 0.00% | +234+3.5% | Added |
| Hendershot Investments Inc. | 7,679 | $251.4K | 0.03% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 7,868 | $257.6K | 0.01% | +942+13.6% | Added |
| Arizona State Retirement System | 8,020 | $262.6K | 0.00% | −500−5.9% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 8,022 | $262.6K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 8,212 | $268.9K | 0.00% | +181+2.3% | Added |
| Empower Advisory Group, LLC | 8,217 | $269.0K | 0.00% | +8,217 | New |
| Quadrant Capital Group LLC | 8,278 | $271.0K | 0.01% | −53−0.6% | Reduced |
| State Board of Administration of Florida Retirement System | 8,278 | $271.0K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 8,536 | $279.5K | 0.00% | +1,290+17.8% | Added |
| New York State Common Retirement Fund | 9,314 | $304.9K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 9,600 | $314.0K | 0.00% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 9,884 | $323.6K | 0.04% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 10,005 | $327.6K | 0.02% | +804+8.7% | Added |
| WealthTrust Axiom LLC | 10,227 | $334.8K | 0.09% | 00.0% | Unchanged |
| Cerity Partners LLC | 10,448 | $342.1K | 0.00% | +2,238+27.3% | Added |
| Commonwealth Equity Services, LLC | 10,640 | $348.4K | 0.00% | −7−0.1% | Reduced |
| Polymer Capital Management (US) LLC | 11,117 | $364.0K | 0.05% | +1,458+15.1% | Added |
| Abacus Wealth Partners, LLC | 11,515 | $377.0K | 0.04% | +11,515 | New |
| First Trust Advisors LP | 11,582 | $379.2K | 0.00% | −4,525−28.1% | Reduced |
| United Capital Financial Advisers, LLC | 11,749 | $384.7K | 0.00% | +11,749 | New |
| Insight Advisors, LLC | 11,750 | $384.7K | 0.06% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 11,988 | $392.5K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 12,434 | $407.1K | 0.00% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 12,624 | $413.0K | 0.00% | +1,127+9.8% | Added |
| Janus Henderson Group PLC | 13,179 | $431.3K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 13,186 | $431.7K | 0.00% | +13,186 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 13,230 | $433.1K | 0.00% | −37−0.3% | Reduced |
| Rafferty Asset Management, LLC | 13,483 | $441.4K | 0.00% | −6,516−32.6% | Reduced |
| Dakota Wealth Management | 13,685 | $448.0K | 0.01% | +13,685 | New |
| CWM, LLC | 14,272 | $467.0K | 0.00% | +1,140+8.7% | Added |
| Summit Financial, LLC | 14,308 | $468.5K | 0.01% | +117+0.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,471 | $473.8K | 0.00% | 00.0% | Unchanged |
| Legato Capital Management LLC | 14,720 | $481.9K | 0.04% | +14,720 | New |
| HSBC Holdings PLC | 14,807 | $484.3K | 0.00% | +14,807 | New |
| LSV Asset Management | 14,900 | $488.0K | 0.00% | 00.0% | Unchanged |