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 |
|---|---|---|---|---|---|
| MetLife Investment Management | 15,705 | $538.1K | 0.00% | −171−1.1% | Reduced |
| CWM, LLC | 15,085 | $516.8K | 0.00% | +813+5.7% | Added |
| Mariner, LLC | 14,194 | $486.2K | 0.00% | +7,765+120.8% | Added |
| LSV Asset Management | 14,100 | $483.0K | 0.00% | −800−5.4% | Reduced |
| Dakota Wealth Management | 13,685 | $468.8K | 0.01% | 00.0% | Unchanged |
| Summit Financial, LLC | 13,511 | $462.9K | 0.01% | −797−5.6% | Reduced |
| Janus Henderson Group PLC | 13,179 | $451.6K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 13,168 | $451.1K | 0.00% | −62−0.5% | Reduced |
| Amundi | 12,847 | $440.1K | 0.00% | +12,847 | New |
| First Manhattan Co | 12,434 | $426.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 12,334 | $422.5K | 0.00% | −21,247−63.3% | Reduced |
| Natixis Advisors, L.P. | 12,033 | $412.0K | 0.00% | −591−4.7% | Reduced |
| Cary Street Partners Financial LLC | 11,988 | $410.7K | 0.01% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 11,846 | $405.8K | 0.00% | +97+0.8% | Added |
| Abacus Wealth Partners, LLC | 11,724 | $401.7K | 0.04% | +209+1.8% | Added |
| Jones Financial Companies LLLP | 11,783 | $395.0K | 0.00% | +11,780+392,666.7% | Added |
| Sterling Capital Management LLC | 10,941 | $374.8K | 0.01% | −6,486−37.2% | Reduced |
| Insight Advisors, LLC | 10,750 | $368.3K | 0.07% | −1,000−8.5% | Reduced |
| Mercer Global Advisors Inc | 10,733 | $367.7K | 0.00% | +2,197+25.7% | Added |
| Commonwealth Equity Services, LLC | 10,670 | $365.6K | 0.00% | +30+0.3% | Added |
| Cerity Partners LLC | 10,363 | $355.0K | 0.00% | −85−0.8% | Reduced |
| WealthTrust Axiom LLC | 10,227 | $350.4K | 0.09% | 00.0% | Unchanged |
| XTX Topco Ltd | 10,191 | $349.1K | 0.01% | +10,191 | New |
| First Trust Advisors LP | 10,177 | $348.7K | 0.00% | −1,405−12.1% | Reduced |
| Intech Investment Management LLC | 10,170 | $348.4K | 0.00% | −5,653−35.7% | Reduced |
| Stanley-Laman Group, Ltd. | 9,884 | $338.6K | 0.04% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 9,600 | $329.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,340 | $320.0K | 0.00% | −5,131−35.5% | Reduced |
| New York State Common Retirement Fund | 9,314 | $319.1K | 0.00% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 8,787 | $301.0K | 0.04% | −2,330−21.0% | Reduced |
| Cornerstone Investment Partners, LLC | 8,429 | $288.8K | 0.01% | +1,909+29.3% | Added |
| Quadrant Capital Group LLC | 8,278 | $283.6K | 0.01% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 8,278 | $283.6K | 0.00% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 8,217 | $281.5K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 8,022 | $274.8K | 0.00% | 00.0% | Unchanged |
| Ullmann Financial Group, Inc. | 8,016 | $274.6K | 0.03% | +8,016 | New |
| Evergreen Capital Management LLC | 7,868 | $269.6K | 0.01% | 00.0% | Unchanged |
| Quantbot Technologies LP | 7,829 | $268.2K | 0.01% | +2,382+43.7% | Added |
| Arizona State Retirement System | 7,822 | $268.0K | 0.00% | −198−2.5% | Reduced |
| Hendershot Investments Inc. | 7,679 | $263.1K | 0.04% | 00.0% | Unchanged |
| Fifth Third Bancorp | 7,602 | $260.4K | 0.00% | +7,602 | New |
| Occudo Quantitative Strategies LP | 6,408 | $243.4K | 0.01% | −3,597−36.0% | Reduced |
| HighTower Advisors, LLC | 7,050 | $241.5K | 0.00% | +434+6.6% | Added |
| The PNC Financial Services Group, Inc. | 7,039 | $241.2K | 0.00% | +31+0.4% | Added |
| nVerses Capital, LLC | 6,883 | $235.8K | 0.21% | +6,883 | New |
| Aigen Investment Management, LP | 6,501 | $222.7K | 0.06% | +6,501 | New |
| Snowden Capital Advisors LLC | 6,246 | $214.0K | 0.01% | +110+1.8% | Added |
| Vanguard Investments Australia, Ltd. | 6,245 | $214.0K | 0.00% | +6,245 | New |
| Great West Life Assurance Co | 3,940 | $136.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,866 | $98.2K | 0.00% | +39+1.4% | Added |
| Bryn Mawr Trust Co | 2,802 | $96.0K | 0.00% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 2,623 | $89.9K | 0.05% | +2,564+4,345.8% | Added |
| Ameritas Investment Partners, Inc. | 2,408 | $82.5K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 2,279 | $78.1K | 0.00% | +904+65.7% | Added |
| Parallel Advisors, LLC | 2,263 | $77.5K | 0.00% | +5+0.2% | Added |
| Royal Bank of Canada | 1,645 | $57.0K | 0.00% | −116−6.6% | Reduced |
| Acadian Asset Management LLC | 1,553 | $53.0K | 0.00% | +1,553 | New |
| Tower Research Capital LLC (TRC) | 1,472 | $50.4K | 0.00% | −396−21.2% | Reduced |
| State of Alaska, Department of Revenue | 1,157 | $39.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,001 | $34.3K | 0.00% | +2+0.2% | Added |
| Harbor Capital Advisors, Inc. | 823 | $28.0K | 0.00% | +616+297.6% | Added |
| GAMMA Investing LLC | 734 | $25.1K | 0.00% | +27+3.8% | Added |
| SRS Capital Advisors, Inc. | 676 | $23.2K | 0.00% | +9+1.3% | Added |
| US Bancorp | 631 | $21.6K | 0.00% | +15+2.4% | Added |
| EverSource Wealth Advisors, LLC | 626 | $21.4K | 0.00% | +25+4.2% | Added |
| Blue Bell Private Wealth Management, LLC | 550 | $18.8K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 516 | $18.0K | 0.00% | +7+1.4% | Added |
| Essential Partners LLC | 497 | $17.0K | 0.01% | +4+0.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 485 | $16.6K | 0.00% | −72−12.9% | Reduced |
| Grove Bank & Trust | 484 | $16.6K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 467 | $16.0K | 0.01% | −40−7.9% | Reduced |
| Allworth Financial LP | 457 | $15.7K | 0.00% | +105+29.8% | Added |
| Bogart Wealth, LLC | 440 | $15.1K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 434 | $14.9K | 0.00% | +434 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 409 | $14.0K | 0.00% | +75+22.5% | Added |
| Bessemer Group Inc | 380 | $13.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 350 | $12.0K | 0.00% | +281+407.2% | Added |
| Advisory Services Network, LLC | 327 | $11.2K | 0.00% | +327 | New |
| Federated Hermes, Inc. | 271 | $9.28K | 0.00% | +147+118.5% | Added |
| IFP Advisors, Inc | 242 | $8.29K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 202 | $6.92K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 194 | $6.65K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 177 | $6.06K | 0.00% | +70+65.4% | Added |
| S&T Bank | 166 | $5.69K | 0.00% | +46+38.3% | Added |
| MAI Capital Management | 124 | $4.25K | 0.00% | +56+82.4% | Added |
| Glen Eagle Advisors, LLC | 124 | $4.25K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 122 | $4.18K | 0.00% | +108+771.4% | Added |
| Harbour Investments, Inc. | 113 | $3.84K | 0.00% | +67+145.7% | Added |
| Public Employees Retirement System of Ohio | 99 | $3.39K | 0.00% | +99 | New |
| Cary Street Partner Investment Advisory LLC | 86 | $2.95K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 62 | $2.12K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 57 | $1.95K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 52 | $1.81K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 50 | $1.74K | 0.00% | +50 | New |
| Whipplewood Advisors, LLC | 50 | $1.71K | 0.00% | +50 | New |
| Larson Financial Group LLC | 45 | $1.54K | 0.00% | 00.0% | Unchanged |
| 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 |
| Root Financial Partners, LLC | 30 | $1.03K | 0.00% | +30 | New |