Institutional Ownership Univest Financial Corp (UVSP)
This table provides information about the institutional ownership of Univest Financial Corp (UVSP). We have compiled data on the 196 institutions that hold shares in the stock, with a total of 20.2 Million shares, which have been reported (via 13F filing form) to have a value of $621 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Nov 14, 2025 Q3 2025 |
14,471
shares
|
$444,983
0.0% of portfolio
|
Q2 2025
Added 94.01%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
14,191
shares
|
$436,373
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Nov 14, 2025 Q3 2025 |
13,974
shares
|
$429,700
0.0% of portfolio
|
Q3 2025
Added 66.56%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
13,859
shares
|
$426,164
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Nov 14, 2025 Q3 2025 |
13,267
shares
|
$407,960
0.0% of portfolio
|
Q3 2025
Reduced 16.0%
|
|
|
Janus Henderson Group PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
13,179
shares
|
$405,254
0.0% of portfolio
|
Q2 2024
Reduced 1.13%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
13,132
shares
|
$403,809
0.0% of portfolio
|
Q3 2025
Added 33.95%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2025 Q3 2025 |
12,434
shares
|
$382,345
0.0% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
11,988
shares
|
$368,631
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Semanteon Capital Management, LP
Newton, MA |
Nov 10, 2025 Q3 2025 |
11,912
shares
|
$366,294
0.45% of portfolio
|
Q3 2025
New holding
|
|
|
Insight Advisors, LLC
Newtown, PA |
Nov 10, 2025 Q3 2025 |
11,750
shares
|
$361,312
0.09% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
11,497
shares
|
$353,532
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
10,647
shares
|
$327,395
0.0% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Wealth Trust Axiom LLC
|
Nov 14, 2025 Q3 2025 |
10,227
shares
|
$314,480
0.09% of portfolio
|
Q3 2023
Reduced 1.98%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Oct 22, 2025 Q3 2025 |
9,884
shares
|
$303,933
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2025 Q3 2025 |
9,797
shares
|
$301,257
0.0% of portfolio
|
Q3 2025
Reduced 12.52%
|
|
|
Polymer Capital Management (Us) LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
9,659
shares
|
$297,014
0.03% of portfolio
|
Q3 2025
Added 24.1%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Nov 13, 2025 Q3 2025 |
9,600
shares
|
$295,200
0.0% of portfolio
|
Q3 2023
Reduced 82.97%
|
|
|
New York State Common Retirement Fund
|
Nov 03, 2025 Q3 2025 |
9,314
shares
|
$286,405
0.0% of portfolio
|
Q2 2024
Added 38.65%
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
Nov 14, 2025 Q3 2025 |
9,201
shares
|
$282,930
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Quest Partners LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
8,660
shares
|
$266,295
0.02% of portfolio
|
Q3 2025
Reduced 50.06%
|
|
|
Arizona State Retirement System
|
Nov 03, 2025 Q3 2025 |
8,520
shares
|
$261,990
0.0% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
8,331
shares
|
$256,178
0.01% of portfolio
|
Q2 2025
Reduced 4.43%
|
|
|
State Board Of Administration Of Florida Retirement System
|
Nov 14, 2025 Q3 2025 |
8,278
shares
|
$254,548
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
8,210
shares
|
$252,457
0.0% of portfolio
|
Q3 2025
New holding
|
|