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.

Q2 2026 vs. Q1 2026

How the institutions holding Univest Financial Corp changed between Q1 2026 and Q2 2026.

All holders in Q2 2026 All holders in Q1 2026

13F holders of UVSP: Q1 2026 compared with Q2 2026
Measure	Q1 2026	Of which not filed for Q2 2026	Q2 2026	Change
Holders	209	2	222	+15
Shares	22.4M	28.3K	22.8M	+441.0K (+2.0%)
Value	$766.0M	$968.5K	$995.9M	+$230.8M (+30.2%)

2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (31)

Institutions that held Univest Financial Corp at the end of Q2 2026 but not at the end of Q1 2026.

Institutions new to UVSP in Q2 2026
Institution	Shares	Value	% of portfolio
Logan Capital Management Inc	48,600	$2.13M	0.08%
Jackson Creek Investment Advisors LLC	35,657	$1.58M	0.52%
Magnetar Financial LLC	26,691	$1.17M	0.01%
Global Retirement Partners, LLC	21,327	$933.1K	0.01%
Gsa Capital Partners LLP	19,275	$843.0K	0.05%
Quadrature Capital Ltd	16,280	$712.3K	0.01%
Jupiter Topco LLC	13,179	$576.6K	0.00%
RSM US Wealth Management LLC	10,177	$445.2K	0.00%
Panagora Asset Management Inc	9,651	$422.2K	0.00%
Merit Financial Group, LLC	9,506	$415.9K	0.00%
Brevan Howard Capital Management LP	9,062	$396.5K	0.01%
Susquehanna Fundamental Investments, LLC	8,184	$358.1K	0.01%
Counterpoint Mutual Funds LLC	7,838	$342.9K	0.03%
Lazard Asset Management LLC	7,354	$321.7K	0.00%
Trust Co of Vermont	7,004	$306.4K	0.01%
Voya Investment Management LLC	6,181	$270.4K	0.00%
Captrust Financial Advisors	5,387	$235.7K	0.00%
Pictet Asset Management Holding SA	5,264	$230.3K	0.00%
Swiss Life Asset Management Ltd	5,112	$223.7K	0.00%
Mirae Asset Global Investments Co., Ltd.	2,632	$115.2K	0.00%
New York State Teachers Retirement System	2,566	$112.0K	0.00%
Synergy Investment Management, LLC	397	$17.7K	0.00%
Ronald Blue Trust, Inc.	271	$11.9K	0.00%
Ameriflex Group, Inc.	81	$3.54K	0.00%
Simplex Trading, LLC	70	$3.06K	0.00%
Picton Mahoney Asset Management	69	$3.02K	0.00%
Silver Grove Financial Group, Inc.	44	$1.93K	0.00%
Assetmark, Inc	38	$1.66K	0.00%
Clearstead Advisors, LLC	19	$832	0.00%
Fortitude Family Office, LLC	16	$700	0.00%
Wealth Enhancement Trust Services, Inc.	13	$569	0.00%

Sold out (16)

Institutions that held Univest Financial Corp at the end of Q1 2026 and filed for Q2 2026 without it.

Institutions that sold out of UVSP in Q2 2026
Institution	Shares, Q1 2026	Value, Q1 2026
Endeavour Capital Advisors Inc	138,587	$4.75M
Citadel Advisors LLC	67,925	$2.33M
Jane Street Group, LLC	28,098	$962.6K
ExodusPoint Capital Management, LP	24,362	$834.6K
Susquehanna International Group, LLP	17,319	$593.3K
Amundi	12,847	$440.1K
Natixis Advisors, L.P.	12,033	$412.0K
Polymer Capital Management (US) LLC	8,787	$301.0K
Occudo Quantitative Strategies LP	6,408	$243.4K
Aigen Investment Management, LP	6,501	$222.7K
Bogart Wealth, LLC	440	$15.1K
Advisory Services Network, LLC	327	$11.2K
MAI Capital Management	124	$4.25K
Whipplewood Advisors, LLC	50	$1.71K
Root Financial Partners, LLC	30	$1.03K
Twin Peaks Wealth Advisors, LLC	1	$34

Not filed for Q2 2026 yet (2)

Institutions that held Univest Financial Corp at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UVSP in Q1 2026 that haven't filed for Q2 2026
Institution	Shares, Q1 2026	Value, Q1 2026
CWM, LLC	15,085	$516.8K
Janus Henderson Group PLC	13,179	$451.6K