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, Q1 2026
Institutional positions in Univest Financial Corp as of Mar 31, 2026. 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
- 209
- +16 vs. Q4 2025
- Shares held
- 22.4M
- +2.02M (+9.9%) vs. Q4 2025
- Total value
- $766.0M
- +$100.1M (+15.0%) vs. Q4 2025
- New holders
- 32
- 78 more added
- Sold out
- 16
- 54 more reduced
5 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Univest Financial Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 7 | $0 | 0.00% | −15−68.2% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 1 | $34 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $35 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 1 | $35 | 0.00% | +1 | New |
| GHP Investment Advisors, Inc. | 2 | $69 | 0.00% | +2 | New |
| SBI Securities Co., Ltd. | 5 | $171 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 8 | $274 | 0.00% | +8 | New |
| SJS Investment Consulting Inc. | 19 | $651 | 0.00% | +13+216.7% | Added |
| Root Financial Partners, LLC | 30 | $1.03K | 0.00% | +30 | New |
| Basecamp Wealth Advisors LLC | 30 | $1.03K | 0.00% | +30 | New |
| Raffa Wealth Management, LLC | 33 | $1.13K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 33 | $1.13K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 33 | $1.13K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 45 | $1.54K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 50 | $1.71K | 0.00% | +50 | New |
| Rossby Financial, LCC | 50 | $1.74K | 0.00% | +50 | New |
| International Assets Investment Management, LLC | 52 | $1.81K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 57 | $1.95K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 62 | $2.12K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 86 | $2.95K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 99 | $3.39K | 0.00% | +99 | New |
| Harbour Investments, Inc. | 113 | $3.84K | 0.00% | +67+145.7% | Added |
| Optiver Holding B.V. | 122 | $4.18K | 0.00% | +108+771.4% | Added |
| Glen Eagle Advisors, LLC | 124 | $4.25K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 124 | $4.25K | 0.00% | +56+82.4% | Added |
| S&T Bank | 166 | $5.69K | 0.00% | +46+38.3% | Added |
| Rothschild Investment LLC | 177 | $6.06K | 0.00% | +70+65.4% | Added |
| Massmutual Trust Co FSB | 194 | $6.65K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 202 | $6.92K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 242 | $8.29K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 271 | $9.28K | 0.00% | +147+118.5% | Added |
| Advisory Services Network, LLC | 327 | $11.2K | 0.00% | +327 | New |
| Rockefeller Capital Management L.P. | 350 | $12.0K | 0.00% | +281+407.2% | Added |
| Bessemer Group Inc | 380 | $13.0K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 409 | $14.0K | 0.00% | +75+22.5% | Added |
| Cedar Mountain Advisors, LLC | 434 | $14.9K | 0.00% | +434 | New |
| Bogart Wealth, LLC | 440 | $15.1K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 457 | $15.7K | 0.00% | +105+29.8% | Added |
| WPG Advisers, LLC | 467 | $16.0K | 0.01% | −40−7.9% | Reduced |
| Grove Bank & Trust | 484 | $16.6K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 485 | $16.6K | 0.00% | −72−12.9% | Reduced |
| Essential Partners LLC | 497 | $17.0K | 0.01% | +4+0.8% | Added |
| Farther Finance Advisors, LLC | 516 | $18.0K | 0.00% | +7+1.4% | Added |
| Blue Bell Private Wealth Management, LLC | 550 | $18.8K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 626 | $21.4K | 0.00% | +25+4.2% | Added |
| US Bancorp | 631 | $21.6K | 0.00% | +15+2.4% | Added |
| SRS Capital Advisors, Inc. | 676 | $23.2K | 0.00% | +9+1.3% | Added |
| GAMMA Investing LLC | 734 | $25.1K | 0.00% | +27+3.8% | Added |
| Harbor Capital Advisors, Inc. | 823 | $28.0K | 0.00% | +616+297.6% | Added |
| Nisa Investment Advisors, LLC | 1,001 | $34.3K | 0.00% | +2+0.2% | Added |
| State of Alaska, Department of Revenue | 1,157 | $39.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,472 | $50.4K | 0.00% | −396−21.2% | Reduced |
| Acadian Asset Management LLC | 1,553 | $53.0K | 0.00% | +1,553 | New |
| Royal Bank of Canada | 1,645 | $57.0K | 0.00% | −116−6.6% | Reduced |
| Parallel Advisors, LLC | 2,263 | $77.5K | 0.00% | +5+0.2% | Added |
| Aquatic Capital Management LLC | 2,279 | $78.1K | 0.00% | +904+65.7% | Added |
| Ameritas Investment Partners, Inc. | 2,408 | $82.5K | 0.00% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 2,623 | $89.9K | 0.05% | +2,564+4,345.8% | Added |
| Bryn Mawr Trust Co | 2,802 | $96.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,866 | $98.2K | 0.00% | +39+1.4% | Added |
| Great West Life Assurance Co | 3,940 | $136.0K | 0.00% | 00.0% | Unchanged |
| Vanguard Investments Australia, Ltd. | 6,245 | $214.0K | 0.00% | +6,245 | New |
| Snowden Capital Advisors LLC | 6,246 | $214.0K | 0.01% | +110+1.8% | Added |
| Aigen Investment Management, LP | 6,501 | $222.7K | 0.06% | +6,501 | New |
| nVerses Capital, LLC | 6,883 | $235.8K | 0.21% | +6,883 | New |
| The PNC Financial Services Group, Inc. | 7,039 | $241.2K | 0.00% | +31+0.4% | Added |
| HighTower Advisors, LLC | 7,050 | $241.5K | 0.00% | +434+6.6% | Added |
| Occudo Quantitative Strategies LP | 6,408 | $243.4K | 0.01% | −3,597−36.0% | Reduced |
| Fifth Third Bancorp | 7,602 | $260.4K | 0.00% | +7,602 | New |
| Hendershot Investments Inc. | 7,679 | $263.1K | 0.04% | 00.0% | Unchanged |
| Arizona State Retirement System | 7,822 | $268.0K | 0.00% | −198−2.5% | Reduced |
| Quantbot Technologies LP | 7,829 | $268.2K | 0.01% | +2,382+43.7% | Added |
| Evergreen Capital Management LLC | 7,868 | $269.6K | 0.01% | 00.0% | Unchanged |
| Ullmann Financial Group, Inc. | 8,016 | $274.6K | 0.03% | +8,016 | New |
| Police & Firemen's Retirement System of New Jersey | 8,022 | $274.8K | 0.00% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 8,217 | $281.5K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 8,278 | $283.6K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 8,278 | $283.6K | 0.01% | 00.0% | Unchanged |
| Cornerstone Investment Partners, LLC | 8,429 | $288.8K | 0.01% | +1,909+29.3% | Added |
| Polymer Capital Management (US) LLC | 8,787 | $301.0K | 0.04% | −2,330−21.0% | Reduced |
| New York State Common Retirement Fund | 9,314 | $319.1K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,340 | $320.0K | 0.00% | −5,131−35.5% | Reduced |
| Public Employees Retirement Association of Colorado | 9,600 | $329.0K | 0.00% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 9,884 | $338.6K | 0.04% | 00.0% | Unchanged |
| Intech Investment Management LLC | 10,170 | $348.4K | 0.00% | −5,653−35.7% | Reduced |
| First Trust Advisors LP | 10,177 | $348.7K | 0.00% | −1,405−12.1% | Reduced |
| XTX Topco Ltd | 10,191 | $349.1K | 0.01% | +10,191 | New |
| WealthTrust Axiom LLC | 10,227 | $350.4K | 0.09% | 00.0% | Unchanged |
| Cerity Partners LLC | 10,363 | $355.0K | 0.00% | −85−0.8% | Reduced |
| Commonwealth Equity Services, LLC | 10,670 | $365.6K | 0.00% | +30+0.3% | Added |
| Mercer Global Advisors Inc | 10,733 | $367.7K | 0.00% | +2,197+25.7% | Added |
| Insight Advisors, LLC | 10,750 | $368.3K | 0.07% | −1,000−8.5% | Reduced |
| Sterling Capital Management LLC | 10,941 | $374.8K | 0.01% | −6,486−37.2% | Reduced |
| Jones Financial Companies LLLP | 11,783 | $395.0K | 0.00% | +11,780+392,666.7% | Added |
| Abacus Wealth Partners, LLC | 11,724 | $401.7K | 0.04% | +209+1.8% | Added |
| United Capital Financial Advisers, LLC | 11,846 | $405.8K | 0.00% | +97+0.8% | Added |
| Cary Street Partners Financial LLC | 11,988 | $410.7K | 0.01% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 12,033 | $412.0K | 0.00% | −591−4.7% | Reduced |
| Wells Fargo & Company | 12,334 | $422.5K | 0.00% | −21,247−63.3% | Reduced |
| First Manhattan Co | 12,434 | $426.0K | 0.00% | 00.0% | Unchanged |