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, Q2 2026
Institutional positions in Univest Financial Corp as of Jun 30, 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
- 222
- +15 vs. Q1 2026
- Shares held
- 22.8M
- +441.0K (+2.0%) vs. Q1 2026
- Total value
- $995.9M
- +$230.8M (+30.2%) vs. Q1 2026
- New holders
- 31
- 83 more added
- Sold out
- 16
- 56 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Univest Financial Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TFC Financial Management | 1 | $44 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 1 | $44 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 2 | $88 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 5 | $219 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 8 | $350 | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 13 | $569 | 0.00% | +13 | New |
| Fortitude Family Office, LLC | 16 | $700 | 0.00% | +16 | New |
| Clearstead Advisors, LLC | 19 | $832 | 0.00% | +19 | New |
| Covestor Ltd | 11 | $1.00K | 0.00% | +4+57.1% | Added |
| SJS Investment Consulting Inc. | 25 | $1.09K | 0.00% | +6+31.6% | Added |
| Raffa Wealth Management, LLC | 33 | $1.44K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 33 | $1.44K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 38 | $1.66K | 0.00% | +38 | New |
| Basecamp Wealth Advisors LLC | 41 | $1.79K | 0.00% | +11+36.7% | Added |
| Silver Grove Financial Group, Inc. | 44 | $1.93K | 0.00% | +44 | New |
| True Wealth Design, LLC | 45 | $1.97K | 0.00% | −12−21.1% | Reduced |
| Larson Financial Group LLC | 45 | $1.97K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 50 | $2.19K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 52 | $2.35K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 62 | $2.71K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 69 | $3.02K | 0.00% | +69 | New |
| Simplex Trading, LLC | 70 | $3.06K | 0.00% | +70 | New |
| Ameriflex Group, Inc. | 81 | $3.54K | 0.00% | +81 | New |
| Harbour Investments, Inc. | 95 | $4.16K | 0.00% | −18−15.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 105 | $4.59K | 0.00% | +19+22.1% | Added |
| Glen Eagle Advisors, LLC | 124 | $5.42K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 169 | $7.39K | 0.00% | +136+412.1% | Added |
| EverSource Wealth Advisors, LLC | 185 | $8.09K | 0.00% | −441−70.4% | Reduced |
| Massmutual Trust Co FSB | 193 | $8.44K | 0.00% | −1−0.5% | Reduced |
| Public Employees Retirement System of Ohio | 201 | $8.79K | 0.00% | +102+103.0% | Added |
| First Horizon Corp | 202 | $8.84K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 203 | $8.88K | 0.00% | +81+66.4% | Added |
| Rothschild Investment LLC | 249 | $10.9K | 0.00% | +72+40.7% | Added |
| Essential Partners LLC | 254 | $11.1K | 0.01% | −243−48.9% | Reduced |
| Ronald Blue Trust, Inc. | 271 | $11.9K | 0.00% | +271 | New |
| IFP Advisors, Inc | 312 | $13.7K | 0.00% | +70+28.9% | Added |
| S&T Bank | 373 | $16.3K | 0.00% | +207+124.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 381 | $16.7K | 0.00% | −28−6.8% | Reduced |
| Bessemer Group Inc | 380 | $17.0K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 397 | $17.7K | 0.00% | +397 | New |
| Federated Hermes, Inc. | 405 | $17.7K | 0.00% | +134+49.4% | Added |
| Cedar Mountain Advisors, LLC | 434 | $19.0K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 484 | $21.2K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 485 | $21.2K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 494 | $21.6K | 0.01% | +27+5.8% | Added |
| Harbor Capital Advisors, Inc. | 539 | $24.0K | 0.00% | −284−34.5% | Reduced |
| Blue Bell Private Wealth Management, LLC | 550 | $24.1K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 640 | $28.0K | 0.00% | +9+1.4% | Added |
| Farther Finance Advisors, LLC | 719 | $31.5K | 0.00% | +203+39.3% | Added |
| GAMMA Investing LLC | 734 | $32.1K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 783 | $34.3K | 0.00% | +326+71.3% | Added |
| Rockefeller Capital Management L.P. | 811 | $35.5K | 0.00% | +461+131.7% | Added |
| Aquatic Capital Management LLC | 981 | $42.9K | 0.00% | −1,298−57.0% | Reduced |
| State of Alaska, Department of Revenue | 1,157 | $50.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 1,248 | $54.6K | 0.00% | −6,581−84.1% | Reduced |
| Royal Bank of Canada | 1,405 | $61.0K | 0.00% | −240−14.6% | Reduced |
| Parallel Advisors, LLC | 2,274 | $99.5K | 0.00% | +11+0.5% | Added |
| SRS Capital Advisors, Inc. | 2,316 | $101.3K | 0.00% | +1,640+242.6% | Added |
| Ameritas Investment Partners, Inc. | 2,408 | $105.3K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 2,566 | $112.0K | 0.00% | +2,566 | New |
| Battery Global Advisors, LLC | 2,623 | $114.8K | 0.06% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 2,632 | $115.2K | 0.00% | +2,632 | New |
| Bryn Mawr Trust Co | 2,802 | $122.6K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,889 | $126.4K | 0.00% | +1,417+96.3% | Added |
| Signaturefd, LLC | 3,094 | $135.4K | 0.00% | +228+8.0% | Added |
| Nisa Investment Advisors, LLC | 3,414 | $149.4K | 0.00% | +2,413+241.1% | Added |
| Great West Life Assurance Co | 3,940 | $172.0K | 0.00% | 00.0% | Unchanged |
| nVerses Capital, LLC | 4,864 | $212.8K | 0.33% | −2,019−29.3% | Reduced |
| Abacus Wealth Partners, LLC | 4,938 | $216.0K | 0.02% | −6,786−57.9% | Reduced |
| Swiss Life Asset Management Ltd | 5,112 | $223.7K | 0.00% | +5,112 | New |
| Pictet Asset Management Holding SA | 5,264 | $230.3K | 0.00% | +5,264 | New |
| Captrust Financial Advisors | 5,387 | $235.7K | 0.00% | +5,387 | New |
| Snowden Capital Advisors LLC | 6,145 | $268.8K | 0.01% | −101−1.6% | Reduced |
| Voya Investment Management LLC | 6,181 | $270.4K | 0.00% | +6,181 | New |
| Vanguard Investments Australia, Ltd. | 6,245 | $273.2K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 6,593 | $288.4K | 0.00% | −457−6.5% | Reduced |
| The PNC Financial Services Group, Inc. | 6,880 | $301.0K | 0.00% | −159−2.3% | Reduced |
| Fifth Third Bancorp | 6,985 | $305.6K | 0.00% | −617−8.1% | Reduced |
| Trust Co of Vermont | 7,004 | $306.4K | 0.01% | +7,004 | New |
| Lazard Asset Management LLC | 7,354 | $321.7K | 0.00% | +7,354 | New |
| Hendershot Investments Inc. | 7,679 | $336.0K | 0.04% | 00.0% | Unchanged |
| Arizona State Retirement System | 7,749 | $339.0K | 0.00% | −73−0.9% | Reduced |
| Counterpoint Mutual Funds LLC | 7,838 | $342.9K | 0.03% | +7,838 | New |
| Evergreen Capital Management LLC | 7,868 | $344.2K | 0.01% | 00.0% | Unchanged |
| Ullmann Financial Group, Inc. | 8,016 | $350.7K | 0.03% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 8,022 | $351.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Investment Partners, LLC | 8,046 | $352.0K | 0.01% | −383−4.5% | Reduced |
| Susquehanna Fundamental Investments, LLC | 8,184 | $358.1K | 0.01% | +8,184 | New |
| Quadrant Capital Group LLC | 8,205 | $359.0K | 0.01% | −73−0.9% | Reduced |
| Empower Advisory Group, LLC | 8,217 | $359.5K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 8,278 | $362.2K | 0.00% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 9,062 | $396.5K | 0.01% | +9,062 | New |
| Intech Investment Management LLC | 9,293 | $406.6K | 0.00% | −877−8.6% | Reduced |
| New York State Common Retirement Fund | 9,314 | $407.5K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,340 | $408.6K | 0.00% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 9,506 | $415.9K | 0.00% | +9,506 | New |
| Public Employees Retirement Association of Colorado | 9,600 | $420.0K | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 9,651 | $422.2K | 0.00% | +9,651 | New |
| Stanley-Laman Group, Ltd. | 9,884 | $432.4K | 0.04% | 00.0% | Unchanged |
| First Trust Advisors LP | 10,092 | $441.5K | 0.00% | −85−0.8% | Reduced |