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 $620 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Point72 (Difc) LTD
Dubai, C0 |
Nov 14, 2025 Q3 2025 |
841
shares
|
$25,860
0.0% of portfolio
|
Q3 2025
Added 41.82%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
761
shares
|
$23,400
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
707
shares
|
$21,740
0.0% of portfolio
|
Q4 2025
Added 1.14%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
616
shares
|
$18,942
0.0% of portfolio
|
Q3 2025
Reduced 20.82%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
584
shares
|
$17,958
0.0% of portfolio
|
Q3 2025
Added 33.64%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
550
shares
|
$16,912
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
507
shares
|
$15,590
0.01% of portfolio
|
Q3 2025
Added 3.47%
|
|
|
Grove Bank & Trust
|
Jan 08, 2026 Q4 2025 |
484
shares
|
$14,883
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
380
shares
|
$11,685
0.0% of portfolio
|
Q1 2025
Reduced 40.35%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
370
shares
|
$11,377
0.0% of portfolio
|
Q3 2025
Added 43.97%
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 12, 2025 Q3 2025 |
287
shares
|
$8,825
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Nov 07, 2025 Q3 2025 |
256
shares
|
$7,872
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
211
shares
|
$6,488
0.0% of portfolio
|
Q3 2025
Reduced 2.76%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
202
shares
|
$6,211
0.0% of portfolio
|
Q2 2025
Added 20.96%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
202
shares
|
$6,211
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 03, 2025 Q3 2025 |
202
shares
|
$6,211
0.0% of portfolio
|
Q3 2025
Added 87.04%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
194
shares
|
$5,965
0.0% of portfolio
|
Q2 2025
Reduced 6.73%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
166
shares
|
$5,104
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
S&T Bank
Indiana, PA |
Nov 14, 2025 Q3 2025 |
164
shares
|
$5,043
0.0% of portfolio
|
Q3 2025
Added 148.48%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
135
shares
|
$4,151
0.0% of portfolio
|
Q3 2025
Added 13.45%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
124
shares
|
$3,813
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
122
shares
|
$3,751
0.0% of portfolio
|
Q3 2025
Reduced 95.98%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 24, 2025 Q3 2025 |
87
shares
|
$2,675
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
86
shares
|
$2,644
0.0% of portfolio
|
Q2 2025
Added 22.86%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
76
shares
|
$2,337
0.0% of portfolio
|
Q3 2025
Added 230.43%
|
|