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 |
|---|---|---|---|---|---|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
69
shares
|
$2,121
0.0% of portfolio
|
Q3 2025
Reduced 13.75%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
62
shares
|
$1,906
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
57
shares
|
$1,752
0.0% of portfolio
|
Q4 2025
Added 3.64%
|
|
|
J.Safra Asset Management Corp
|
Oct 29, 2025 Q3 2025 |
57
shares
|
$1,752
0.0% of portfolio
|
Q2 2025
Reduced 29.68%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
54
shares
|
$1,660
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
49
shares
|
$1,506
0.0% of portfolio
|
Q3 2025
Added 40.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
46
shares
|
$1,414
0.0% of portfolio
|
Q3 2025
Added 70.37%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
45
shares
|
$1,383
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
33
shares
|
$1,014
0.0% of portfolio
|
Q4 2025
Reduced 89.04%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
25
shares
|
$768
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
18
shares
|
$553
0.0% of portfolio
|
Q3 2025
Added 38.46%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
17
shares
|
$522
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
14
shares
|
$430
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
9
shares
|
$276
0.0% of portfolio
|
Q3 2025
Reduced 64.0%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
9
shares
|
$276
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
5
shares
|
$153
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
3
shares
|
$92
0.0% of portfolio
|
Q1 2025
Reduced 75.0%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
3
shares
|
$92
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
2
shares
|
$61
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
1
shares
|
$30
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|