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 |
|---|---|---|---|---|---|
| Los Angeles Capital Management LLC | 16,573 | $725.1K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 16,311 | $713.6K | 0.01% | +6,120+60.1% | Added |
| Quadrature Capital Ltd | 16,280 | $712.3K | 0.01% | +16,280 | New |
| Vanguard Global Advisers, LLC | 15,947 | $697.7K | 0.00% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 14,775 | $646.4K | 0.01% | −27,324−64.9% | Reduced |
| Mercer Global Advisors Inc | 14,311 | $626.1K | 0.00% | +3,578+33.3% | Added |
| Rafferty Asset Management, LLC | 14,109 | $617.3K | 0.00% | −3,062−17.8% | Reduced |
| Dakota Wealth Management | 13,685 | $598.7K | 0.01% | 00.0% | Unchanged |
| Summit Financial, LLC | 13,570 | $593.7K | 0.01% | +59+0.4% | Added |
| Jupiter Topco LLC | 13,179 | $576.6K | 0.00% | +13,179 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 12,910 | $564.8K | 0.00% | −258−2.0% | Reduced |
| First Manhattan Co | 12,434 | $544.0K | 0.00% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 12,264 | $536.5K | 0.00% | +418+3.5% | Added |
| Cary Street Partners Financial LLC | 11,988 | $524.5K | 0.01% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 11,541 | $504.9K | 0.00% | −10,792−48.3% | Reduced |
| Jones Financial Companies LLLP | 11,165 | $495.7K | 0.00% | −618−5.2% | Reduced |
| Commonwealth Equity Services, LLC | 10,672 | $466.9K | 0.00% | +20.0% | Added |
| Cerity Partners LLC | 10,617 | $464.5K | 0.00% | +254+2.5% | Added |
| Sterling Capital Management LLC | 10,577 | $462.7K | 0.01% | −364−3.3% | Reduced |
| Insight Advisors, LLC | 10,500 | $459.4K | 0.08% | −250−2.3% | Reduced |
| WealthTrust Axiom LLC | 10,227 | $447.4K | 0.10% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 10,177 | $445.2K | 0.00% | +10,177 | New |
| First Trust Advisors LP | 10,092 | $441.5K | 0.00% | −85−0.8% | Reduced |
| Stanley-Laman Group, Ltd. | 9,884 | $432.4K | 0.04% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 9,651 | $422.2K | 0.00% | +9,651 | New |
| Public Employees Retirement Association of Colorado | 9,600 | $420.0K | 0.00% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 9,506 | $415.9K | 0.00% | +9,506 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,340 | $408.6K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 9,314 | $407.5K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 9,293 | $406.6K | 0.00% | −877−8.6% | Reduced |
| Brevan Howard Capital Management LP | 9,062 | $396.5K | 0.01% | +9,062 | New |
| State Board of Administration of Florida Retirement System | 8,278 | $362.2K | 0.00% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 8,217 | $359.5K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 8,205 | $359.0K | 0.01% | −73−0.9% | Reduced |
| Susquehanna Fundamental Investments, LLC | 8,184 | $358.1K | 0.01% | +8,184 | New |
| Cornerstone Investment Partners, LLC | 8,046 | $352.0K | 0.01% | −383−4.5% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 8,022 | $351.0K | 0.00% | 00.0% | Unchanged |
| Ullmann Financial Group, Inc. | 8,016 | $350.7K | 0.03% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 7,868 | $344.2K | 0.01% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 7,838 | $342.9K | 0.03% | +7,838 | New |
| Arizona State Retirement System | 7,749 | $339.0K | 0.00% | −73−0.9% | Reduced |
| Hendershot Investments Inc. | 7,679 | $336.0K | 0.04% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 7,354 | $321.7K | 0.00% | +7,354 | New |
| Trust Co of Vermont | 7,004 | $306.4K | 0.01% | +7,004 | New |
| Fifth Third Bancorp | 6,985 | $305.6K | 0.00% | −617−8.1% | Reduced |
| The PNC Financial Services Group, Inc. | 6,880 | $301.0K | 0.00% | −159−2.3% | Reduced |
| HighTower Advisors, LLC | 6,593 | $288.4K | 0.00% | −457−6.5% | Reduced |
| Vanguard Investments Australia, Ltd. | 6,245 | $273.2K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 6,181 | $270.4K | 0.00% | +6,181 | New |
| Snowden Capital Advisors LLC | 6,145 | $268.8K | 0.01% | −101−1.6% | Reduced |
| Captrust Financial Advisors | 5,387 | $235.7K | 0.00% | +5,387 | New |
| Pictet Asset Management Holding SA | 5,264 | $230.3K | 0.00% | +5,264 | New |
| Swiss Life Asset Management Ltd | 5,112 | $223.7K | 0.00% | +5,112 | New |
| Abacus Wealth Partners, LLC | 4,938 | $216.0K | 0.02% | −6,786−57.9% | Reduced |
| nVerses Capital, LLC | 4,864 | $212.8K | 0.33% | −2,019−29.3% | Reduced |
| Great West Life Assurance Co | 3,940 | $172.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 3,414 | $149.4K | 0.00% | +2,413+241.1% | Added |
| Signaturefd, LLC | 3,094 | $135.4K | 0.00% | +228+8.0% | Added |
| Tower Research Capital LLC (TRC) | 2,889 | $126.4K | 0.00% | +1,417+96.3% | Added |
| Bryn Mawr Trust Co | 2,802 | $122.6K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 2,632 | $115.2K | 0.00% | +2,632 | New |
| Battery Global Advisors, LLC | 2,623 | $114.8K | 0.06% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 2,566 | $112.0K | 0.00% | +2,566 | New |
| Ameritas Investment Partners, Inc. | 2,408 | $105.3K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,316 | $101.3K | 0.00% | +1,640+242.6% | Added |
| Parallel Advisors, LLC | 2,274 | $99.5K | 0.00% | +11+0.5% | Added |
| Royal Bank of Canada | 1,405 | $61.0K | 0.00% | −240−14.6% | Reduced |
| Quantbot Technologies LP | 1,248 | $54.6K | 0.00% | −6,581−84.1% | Reduced |
| State of Alaska, Department of Revenue | 1,157 | $50.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 981 | $42.9K | 0.00% | −1,298−57.0% | Reduced |
| Rockefeller Capital Management L.P. | 811 | $35.5K | 0.00% | +461+131.7% | Added |
| Allworth Financial LP | 783 | $34.3K | 0.00% | +326+71.3% | Added |
| GAMMA Investing LLC | 734 | $32.1K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 719 | $31.5K | 0.00% | +203+39.3% | Added |
| US Bancorp | 640 | $28.0K | 0.00% | +9+1.4% | Added |
| Blue Bell Private Wealth Management, LLC | 550 | $24.1K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 539 | $24.0K | 0.00% | −284−34.5% | Reduced |
| WPG Advisers, LLC | 494 | $21.6K | 0.01% | +27+5.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 485 | $21.2K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 484 | $21.2K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 434 | $19.0K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 405 | $17.7K | 0.00% | +134+49.4% | Added |
| Synergy Investment Management, LLC | 397 | $17.7K | 0.00% | +397 | New |
| Bessemer Group Inc | 380 | $17.0K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 381 | $16.7K | 0.00% | −28−6.8% | Reduced |
| S&T Bank | 373 | $16.3K | 0.00% | +207+124.7% | Added |
| IFP Advisors, Inc | 312 | $13.7K | 0.00% | +70+28.9% | Added |
| Ronald Blue Trust, Inc. | 271 | $11.9K | 0.00% | +271 | New |
| Essential Partners LLC | 254 | $11.1K | 0.01% | −243−48.9% | Reduced |
| Rothschild Investment LLC | 249 | $10.9K | 0.00% | +72+40.7% | Added |
| Optiver Holding B.V. | 203 | $8.88K | 0.00% | +81+66.4% | Added |
| First Horizon Corp | 202 | $8.84K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 201 | $8.79K | 0.00% | +102+103.0% | Added |
| Massmutual Trust Co FSB | 193 | $8.44K | 0.00% | −1−0.5% | Reduced |
| EverSource Wealth Advisors, LLC | 185 | $8.09K | 0.00% | −441−70.4% | Reduced |
| Advisor Group Holdings, Inc. | 169 | $7.39K | 0.00% | +136+412.1% | Added |
| Glen Eagle Advisors, LLC | 124 | $5.42K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 105 | $4.59K | 0.00% | +19+22.1% | Added |
| Harbour Investments, Inc. | 95 | $4.16K | 0.00% | −18−15.9% | Reduced |
| Ameriflex Group, Inc. | 81 | $3.54K | 0.00% | +81 | New |