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 |
|---|---|---|---|---|---|
| RSM US Wealth Management LLC | 10,177 | $445.2K | 0.00% | +10,177 | New |
| WealthTrust Axiom LLC | 10,227 | $447.4K | 0.10% | 00.0% | Unchanged |
| Insight Advisors, LLC | 10,500 | $459.4K | 0.08% | −250−2.3% | Reduced |
| Sterling Capital Management LLC | 10,577 | $462.7K | 0.01% | −364−3.3% | Reduced |
| Cerity Partners LLC | 10,617 | $464.5K | 0.00% | +254+2.5% | Added |
| Commonwealth Equity Services, LLC | 10,672 | $466.9K | 0.00% | +20.0% | Added |
| Jones Financial Companies LLLP | 11,165 | $495.7K | 0.00% | −618−5.2% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 11,541 | $504.9K | 0.00% | −10,792−48.3% | Reduced |
| Cary Street Partners Financial LLC | 11,988 | $524.5K | 0.01% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 12,264 | $536.5K | 0.00% | +418+3.5% | Added |
| First Manhattan Co | 12,434 | $544.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 12,910 | $564.8K | 0.00% | −258−2.0% | Reduced |
| Jupiter Topco LLC | 13,179 | $576.6K | 0.00% | +13,179 | New |
| Summit Financial, LLC | 13,570 | $593.7K | 0.01% | +59+0.4% | Added |
| Dakota Wealth Management | 13,685 | $598.7K | 0.01% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 14,109 | $617.3K | 0.00% | −3,062−17.8% | Reduced |
| Mercer Global Advisors Inc | 14,311 | $626.1K | 0.00% | +3,578+33.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 14,775 | $646.4K | 0.01% | −27,324−64.9% | Reduced |
| Vanguard Global Advisers, LLC | 15,947 | $697.7K | 0.00% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 16,280 | $712.3K | 0.01% | +16,280 | New |
| XTX Topco Ltd | 16,311 | $713.6K | 0.01% | +6,120+60.1% | Added |
| Los Angeles Capital Management LLC | 16,573 | $725.1K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 16,580 | $725.4K | 0.00% | +875+5.6% | Added |
| KLP Kapitalforvaltning AS | 17,300 | $756.9K | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 17,330 | $758.2K | 0.00% | −1,423−7.6% | Reduced |
| Canada Pension Plan Investment Board | 18,400 | $805.0K | 0.00% | 00.0% | Unchanged |
| Vanguard Asset Management, Ltd | 18,491 | $809.0K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 18,823 | $817.8K | 0.00% | +3,373+21.8% | Added |
| Armis Advisers, LLC | 18,665 | $825.2K | 0.08% | 00.0% | Unchanged |
| Victory Capital Management Inc | 18,925 | $828.0K | 0.00% | −675−3.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 18,944 | $828.8K | 0.00% | −24,698−56.6% | Reduced |
| Mariner, LLC | 19,179 | $839.1K | 0.00% | +4,985+35.1% | Added |
| Gsa Capital Partners LLP | 19,275 | $843.0K | 0.05% | +19,275 | New |
| STRS Ohio | 19,800 | $866.3K | 0.00% | −800−3.9% | Reduced |
| LSV Asset Management | 20,795 | $910.0K | 0.00% | +6,695+47.5% | Added |
| Gabelli Funds LLC | 21,000 | $918.8K | 0.01% | +1,403+7.2% | Added |
| Allianz Asset Management GmbH | 21,213 | $928.1K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 21,327 | $933.1K | 0.01% | +21,327 | New |
| Legato Capital Management LLC | 21,389 | $935.8K | 0.08% | 00.0% | Unchanged |
| LPL Financial LLC | 21,878 | $957.1K | 0.00% | −5,028−18.7% | Reduced |
| IVC Wealth Advisors LLC | 21,937 | $959.7K | 0.37% | 00.0% | Unchanged |
| Legal & General Group Plc | 22,034 | $964.0K | 0.00% | +3,570+19.3% | Added |
| Wedge Capital Management L L P | 22,875 | $1.00M | 0.02% | −3,797−14.2% | Reduced |
| BLB&B Advisors, LLC | 23,392 | $1.02M | 0.04% | −525−2.2% | Reduced |
| Bernardo Wealth Planning LLC | 24,271 | $1.06M | 0.18% | +710+3.0% | Added |
| Graves-Light Private Wealth Management, Inc. | 24,450 | $1.07M | 0.10% | 00.0% | Unchanged |
| Wells Fargo & Company | 25,522 | $1.12M | 0.00% | +13,188+106.9% | Added |
| Teacher Retirement System of Texas | 26,532 | $1.16M | 0.00% | −427−1.6% | Reduced |
| Magnetar Financial LLC | 26,691 | $1.17M | 0.01% | +26,691 | New |
| Alliancebernstein L.P. | 35,370 | $1.21M | 0.00% | +64+0.2% | Added |
| Deutsche Bank AG | 28,876 | $1.26M | 0.00% | +5,291+22.4% | Added |
| Ieq Capital, LLC | 29,610 | $1.30M | 0.01% | +4,474+17.8% | Added |
| Citigroup Inc | 30,243 | $1.32M | 0.00% | +10,167+50.6% | Added |
| Savant Capital, LLC | 34,781 | $1.34M | 0.00% | +15,790+83.1% | Added |
| California State Teachers Retirement System | 32,762 | $1.43M | 0.00% | +6,132+23.0% | Added |
| Jackson Creek Investment Advisors LLC | 35,657 | $1.58M | 0.52% | +35,657 | New |
| Invesco Ltd. | 37,055 | $1.62M | 0.00% | +140+0.4% | Added |
| Compass Ion Advisors, LLC | 37,255 | $1.63M | 0.14% | +30.0% | Added |
| Rhumbline Advisers | 37,762 | $1.65M | 0.00% | +2,017+5.6% | Added |
| Smartleaf Asset Management LLC | 38,000 | $1.68M | 0.05% | 00.0% | Unchanged |
| Principal Financial Group Inc | 38,841 | $1.70M | 0.00% | +2,480+6.8% | Added |
| Quantinno Capital Management LP | 39,915 | $1.75M | 0.00% | +8,845+28.5% | Added |
| Everhart Financial Group, Inc. | 47,881 | $2.09M | 0.13% | +229+0.5% | Added |
| Logan Capital Management Inc | 48,600 | $2.13M | 0.08% | +48,600 | New |
| Barclays PLC | 49,424 | $2.16M | 0.00% | +2,139+4.5% | Added |
| Royce & Associates LP | 50,865 | $2.23M | 0.02% | −3,174−5.9% | Reduced |
| HSBC Holdings PLC | 52,472 | $2.32M | 0.00% | +29,138+124.9% | Added |
| Russell Investments Group, Ltd. | 54,539 | $2.39M | 0.00% | +29,467+117.5% | Added |
| Swiss National Bank | 56,878 | $2.49M | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 59,734 | $2.61M | 0.00% | +10,665+21.7% | Added |
| Integrated Quantitative Investments LLC | 64,630 | $2.83M | 0.46% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 65,309 | $2.86M | 0.15% | +17,226+35.8% | Added |
| Franklin Resources Inc | 65,780 | $2.88M | 0.00% | +4,734+7.8% | Added |
| UBS Asset Management Americas Inc | 67,622 | $2.96M | 0.00% | −889−1.3% | Reduced |
| State of New Jersey Common Pension Fund D | 69,434 | $3.04M | 0.01% | −18,753−21.3% | Reduced |
| Prudential Financial Inc | 70,051 | $3.06M | 0.00% | −2,920−4.0% | Reduced |
| Martingale Asset Management L P | 80,878 | $3.54M | 0.08% | −12,122−13.0% | Reduced |
| BNP Paribas Arbitrage, SA | 81,640 | $3.57M | 0.00% | +25,313+44.9% | Added |
| Ameriprise Financial Inc | 82,550 | $3.61M | 0.00% | +36,367+78.7% | Added |
| Creative Planning | 85,822 | $3.75M | 0.00% | +9,272+12.1% | Added |
| Raymond James Financial Inc | 86,968 | $3.80M | 0.00% | −6,296−6.8% | Reduced |
| JPMorgan Chase & Co | 89,479 | $3.95M | 0.00% | −4,871−5.2% | Reduced |
| UBS Group AG | 95,622 | $4.18M | 0.00% | +37,883+65.6% | Added |
| Algert Global LLC | 96,361 | $4.22M | 0.05% | +37,347+63.3% | Added |
| Qube Research & Technologies Ltd | 114,449 | $5.01M | 0.01% | −90,525−44.2% | Reduced |
| Man Group plc | 124,683 | $5.45M | 0.01% | +15,978+14.7% | Added |
| Tudor Investment Corp Et Al | 128,460 | $5.62M | 0.02% | +11,540+9.9% | Added |
| Point72 Asset Management, L.P. | 131,806 | $5.77M | 0.01% | +66,013+100.3% | Added |
| Trexquant Investment LP | 136,540 | $5.97M | 0.04% | +41,234+43.3% | Added |
| Empowered Funds, LLC | 139,215 | $6.09M | 0.03% | +8,451+6.5% | Added |
| Bank of New York Mellon Corp | 140,196 | $6.13M | 0.00% | +4,378+3.2% | Added |
| SG Americas Securities, LLC | 141,028 | $6.17M | 0.00% | +41,873+42.2% | Added |
| Millennium Management LLC | 145,915 | $6.38M | 0.00% | −40,771−21.8% | Reduced |
| Acadian Asset Management LLC | 157,339 | $6.87M | 0.01% | +155,786+10,031.3% | Added |
| Vanguard Fiduciary Trust Co | 183,258 | $8.02M | 0.00% | +743+0.4% | Added |
| Neuberger Berman Group LLC | 187,196 | $8.19M | 0.01% | −11,401−5.7% | Reduced |
| Bank of America Corp | 206,866 | $9.05M | 0.00% | −18,987−8.4% | Reduced |
| Charles Schwab Investment Management Inc | 236,309 | $10.3M | 0.00% | +2,615+1.1% | Added |
| Bridgeway Capital Management, LLC | 239,352 | $10.5M | 0.18% | +8,451+3.7% | Added |
| Morgan Stanley | 250,739 | $11.0M | 0.00% | −1,370−0.5% | Reduced |