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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.

Institutional holdersQ2 2026: 222 institutions
Q1 2021: 138 institutionsQ2 2021: 138 institutionsQ3 2021: 138 institutionsQ4 2021: 143 institutionsQ1 2022: 148 institutionsQ2 2022: 138 institutionsQ3 2022: 142 institutionsQ4 2022: 137 institutionsQ1 2023: 141 institutionsQ2 2023: 139 institutionsQ3 2023: 135 institutionsQ4 2023: 142 institutionsQ1 2024: 139 institutionsQ2 2024: 140 institutionsQ3 2024: 157 institutionsQ4 2024: 174 institutionsQ1 2025: 179 institutionsQ2 2025: 183 institutionsQ3 2025: 186 institutionsQ4 2025: 198 institutionsQ1 2026: 209 institutionsQ2 2026: 222 institutions
Value heldQ2 2026: $995.9M
Q1 2021: $599.4MQ2 2021: $550.0MQ3 2021: $577.4MQ4 2021: $637.1MQ1 2022: $574.7MQ2 2022: $542.1MQ3 2022: $496.4MQ4 2022: $561.7MQ1 2023: $516.5MQ2 2023: $391.3MQ3 2023: $375.8MQ4 2023: $486.9MQ1 2024: $456.0MQ2 2024: $495.4MQ3 2024: $626.7MQ4 2024: $667.8MQ1 2025: $645.5MQ2 2025: $678.0MQ3 2025: $667.6MQ4 2025: $722.1MQ1 2026: $766.0MQ2 2026: $995.9M
Institutions holding UVSP and their total value by quarter
QuarterHoldersValue
Q2 2026222$995.9M
Q1 2026209$766.0M
Q4 2025198$722.1M
Q3 2025186$667.6M
Q2 2025183$678.0M
Q1 2025179$645.5M
Q4 2024174$667.8M
Q3 2024157$626.7M
Q2 2024140$495.4M
Q1 2024139$456.0M
Q4 2023142$486.9M
Q3 2023135$375.8M
Q2 2023139$391.3M
Q1 2023141$516.5M
Q4 2022137$561.7M
Q3 2022142$496.4M
Q2 2022138$542.1M
Q1 2022148$574.7M
Q4 2021143$637.1M
Q3 2021138$577.4M
Q2 2021138$550.0M
Q1 2021138$599.4M

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Univest Financial Corp; share changes are against Q1 2026.

Institutions holding UVSP in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Simplex Trading, LLC70$3.06K0.00%+70New
Picton Mahoney Asset Management69$3.02K0.00%+69New
Private Trust Co NA62$2.71K0.00%00.0%Unchanged
International Assets Investment Management, LLC52$2.35K0.00%00.0%Unchanged
Rossby Financial, LCC50$2.19K0.00%00.0%Unchanged
True Wealth Design, LLC45$1.97K0.00%−12−21.1%Reduced
Larson Financial Group LLC45$1.97K0.00%00.0%Unchanged
Silver Grove Financial Group, Inc.44$1.93K0.00%+44New
Basecamp Wealth Advisors LLC41$1.79K0.00%+11+36.7%Added
Assetmark, Inc38$1.66K0.00%+38New
Raffa Wealth Management, LLC33$1.44K0.00%00.0%Unchanged
Versant Capital Management, Inc33$1.44K0.00%00.0%Unchanged
SJS Investment Consulting Inc.25$1.09K0.00%+6+31.6%Added
Covestor Ltd11$1.00K0.00%+4+57.1%Added
Clearstead Advisors, LLC19$8320.00%+19New
Fortitude Family Office, LLC16$7000.00%+16New
Wealth Enhancement Trust Services, Inc.13$5690.00%+13New
Stone House Investment Management, LLC8$3500.00%00.0%Unchanged
SBI Securities Co., Ltd.5$2190.00%00.0%Unchanged
GHP Investment Advisors, Inc.2$880.00%00.0%Unchanged
TFC Financial Management1$440.00%00.0%Unchanged
JPL Wealth Management, LLC1$440.00%00.0%Unchanged
Endeavour Capital Advisors Inc0$00.00%−138,587−100.0%Sold out
Citadel Advisors LLC0$00.00%−67,925−100.0%Sold out
Jane Street Group, LLC0$00.00%−28,098−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−24,362−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−17,319−100.0%Sold out
Amundi0$00.00%−12,847−100.0%Sold out
Natixis Advisors, L.P.0$00.00%−12,033−100.0%Sold out
Polymer Capital Management (US) LLC0$00.00%−8,787−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−6,408−100.0%Sold out
Aigen Investment Management, LP0$00.00%−6,501−100.0%Sold out
Bogart Wealth, LLC0$00.00%−440−100.0%Sold out
Advisory Services Network, LLC0$00.00%−327−100.0%Sold out
MAI Capital Management0$00.00%−124−100.0%Sold out
Whipplewood Advisors, LLC0$00.00%−50−100.0%Sold out
Root Financial Partners, LLC0$00.00%−30−100.0%Sold out
Twin Peaks Wealth Advisors, LLC0$00.00%−1−100.0%Sold out
CWM, LLC––––Not filed
Janus Henderson Group PLC––––Not filed