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 |
|---|---|---|---|---|---|
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,471 | $473.8K | 0.00% | 00.0% | Unchanged |
| Summit Financial, LLC | 14,308 | $468.5K | 0.01% | +117+0.8% | Added |
| CWM, LLC | 14,272 | $467.0K | 0.00% | +1,140+8.7% | Added |
| Dakota Wealth Management | 13,685 | $448.0K | 0.01% | +13,685 | New |
| Rafferty Asset Management, LLC | 13,483 | $441.4K | 0.00% | −6,516−32.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 13,230 | $433.1K | 0.00% | −37−0.3% | Reduced |
| Citadel Advisors LLC | 13,186 | $431.7K | 0.00% | +13,186 | New |
| Janus Henderson Group PLC | 13,179 | $431.3K | 0.00% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 12,624 | $413.0K | 0.00% | +1,127+9.8% | Added |
| First Manhattan Co | 12,434 | $407.1K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 11,988 | $392.5K | 0.01% | 00.0% | Unchanged |
| Insight Advisors, LLC | 11,750 | $384.7K | 0.06% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 11,749 | $384.7K | 0.00% | +11,749 | New |
| First Trust Advisors LP | 11,582 | $379.2K | 0.00% | −4,525−28.1% | Reduced |
| Abacus Wealth Partners, LLC | 11,515 | $377.0K | 0.04% | +11,515 | New |
| Polymer Capital Management (US) LLC | 11,117 | $364.0K | 0.05% | +1,458+15.1% | Added |
| Commonwealth Equity Services, LLC | 10,640 | $348.4K | 0.00% | −7−0.1% | Reduced |
| Cerity Partners LLC | 10,448 | $342.1K | 0.00% | +2,238+27.3% | Added |
| WealthTrust Axiom LLC | 10,227 | $334.8K | 0.09% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 10,005 | $327.6K | 0.02% | +804+8.7% | Added |
| Stanley-Laman Group, Ltd. | 9,884 | $323.6K | 0.04% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 9,600 | $314.0K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 9,314 | $304.9K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 8,536 | $279.5K | 0.00% | +1,290+17.8% | Added |
| 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 |
| Empower Advisory Group, LLC | 8,217 | $269.0K | 0.00% | +8,217 | New |
| Comerica Bank | 8,212 | $268.9K | 0.00% | +181+2.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 8,022 | $262.6K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 8,020 | $262.6K | 0.00% | −500−5.9% | Reduced |
| Evergreen Capital Management LLC | 7,868 | $257.6K | 0.01% | +942+13.6% | Added |
| Hendershot Investments Inc. | 7,679 | $251.4K | 0.03% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 7,008 | $229.4K | 0.00% | +234+3.5% | Added |
| Trust Co of Vermont | 7,004 | $229.3K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 6,616 | $216.6K | 0.00% | +6,616 | New |
| Gsa Capital Partners LLP | 6,576 | $215.0K | 0.02% | +6,576 | New |
| Cornerstone Investment Partners, LLC | 6,520 | $213.5K | 0.01% | +6,520 | New |
| Mariner, LLC | 6,429 | $210.6K | 0.00% | +6,429 | New |
| Snowden Capital Advisors LLC | 6,136 | $200.9K | 0.01% | +6,136 | New |
| Quantbot Technologies LP | 5,447 | $178.3K | 0.01% | +5,160+1,797.9% | Added |
| Great West Life Assurance Co | 3,940 | $129.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,827 | $92.6K | 0.00% | −73−2.5% | Reduced |
| Bryn Mawr Trust Co | 2,802 | $91.7K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,408 | $78.8K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,258 | $73.9K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,868 | $61.2K | 0.00% | +987+112.0% | Added |
| Royal Bank of Canada | 1,761 | $57.0K | 0.00% | −208−10.6% | Reduced |
| Aquatic Capital Management LLC | 1,375 | $45.0K | 0.00% | −2,129−60.8% | Reduced |
| State of Alaska, Department of Revenue | 1,157 | $37.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 999 | $32.7K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 893 | $29.0K | 0.00% | −103−10.3% | Reduced |
| GAMMA Investing LLC | 707 | $23.1K | 0.00% | +8+1.1% | Added |
| SRS Capital Advisors, Inc. | 667 | $21.8K | 0.00% | −4,637−87.4% | Reduced |
| US Bancorp | 616 | $20.2K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 601 | $19.7K | 0.00% | +17+2.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 557 | $18.2K | 0.00% | +557 | New |
| Blue Bell Private Wealth Management, LLC | 550 | $18.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 509 | $16.7K | 0.00% | +491+2,727.8% | Added |
| WPG Advisers, LLC | 507 | $16.6K | 0.01% | 00.0% | Unchanged |
| Essential Partners LLC | 493 | $16.1K | 0.00% | +15+3.1% | Added |
| Grove Bank & Trust | 484 | $15.8K | 0.00% | +484 | New |
| Bogart Wealth, LLC | 440 | $14.4K | 0.00% | +440 | New |
| Bessemer Group Inc | 380 | $12.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 352 | $11.5K | 0.00% | −18−4.9% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 334 | $11.0K | 0.00% | +78+30.5% | Added |
| IFP Advisors, Inc | 242 | $7.92K | 0.00% | +104+75.4% | Added |
| Harbor Capital Advisors, Inc. | 207 | $7.00K | 0.00% | −4−1.9% | Reduced |
| First Horizon Corp | 202 | $6.61K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 194 | $6.35K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 124 | $4.06K | 0.00% | −78−38.6% | Reduced |
| Glen Eagle Advisors, LLC | 124 | $4.06K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 115 | $4.00K | 0.00% | +115 | New |
| S&T Bank | 120 | $3.93K | 0.00% | −44−26.8% | Reduced |
| Rothschild Investment LLC | 107 | $3.50K | 0.00% | +38+55.1% | Added |
| Eurizon Capital SGR S.p.A. | 102 | $3.34K | 0.00% | +102 | New |
| Cary Street Partner Investment Advisory LLC | 86 | $2.82K | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 75 | $2.46K | 0.00% | +66+733.3% | Added |
| Rockefeller Capital Management L.P. | 69 | $2.26K | 0.00% | +15+27.8% | Added |
| MAI Capital Management | 68 | $2.23K | 0.00% | +19+38.8% | Added |
| Private Trust Co NA | 62 | $2.03K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 59 | $1.93K | 0.00% | −702−92.2% | Reduced |
| True Wealth Design, LLC | 57 | $1.87K | 0.00% | +2+3.6% | Added |
| J.Safra Asset Management Corp | 57 | $1.87K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 52 | $1.70K | 0.00% | +52 | New |
| Harbour Investments, Inc. | 46 | $1.51K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 45 | $1.47K | 0.00% | 00.0% | Unchanged |
| 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 |
| Covestor Ltd | 22 | $1.00K | 0.00% | +19+633.3% | Added |
| Optiver Holding B.V. | 14 | $458 | 0.00% | −152−91.6% | Reduced |
| SJS Investment Consulting Inc. | 6 | $197 | 0.00% | +6 | New |
| SBI Securities Co., Ltd. | 5 | $164 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 3 | $98 | 0.00% | +3 | New |
| Clearstead Advisors, LLC | 2 | $66 | 0.00% | −1−33.3% | Reduced |
| TFC Financial Management | 1 | $33 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 1 | $33 | 0.00% | +1 | New |
| Battery Global Advisors, LLC | 59 | – | – | −2,564−97.8% | Reduced |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −114,048−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −30,251−100.0% | Sold out |