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 191 institutions that hold shares in the stock, with a total of 20.4 Million shares, which have been reported (via 13F filing form) to have a value of $611 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
619
shares
|
$18,582
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Aug 14, 2025 Q2 2025 |
593
shares
|
$17,801
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
550
shares
|
$16,511
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
490
shares
|
$14,709
0.01% of portfolio
|
Q2 2025
Added 63.88%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
437
shares
|
$13,118
0.0% of portfolio
|
Q2 2025
Added 640.68%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
380
shares
|
$11,407
0.0% of portfolio
|
Q1 2025
Reduced 40.35%
|
|
|
J.Safra Asset Management Corp
|
Jul 28, 2025 Q2 2025 |
327
shares
|
$9,816
0.0% of portfolio
|
Q2 2025
Reduced 29.68%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
257
shares
|
$7,715
0.0% of portfolio
|
Q2 2025
Added 40.44%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Aug 05, 2025 Q2 2025 |
256
shares
|
$7,685
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
250
shares
|
$7,505
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
217
shares
|
$6,514
0.0% of portfolio
|
Q2 2025
Added 65.65%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
202
shares
|
$6,064
0.0% of portfolio
|
Q2 2025
Added 20.96%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
194
shares
|
$5,823
0.0% of portfolio
|
Q2 2025
Reduced 6.73%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
168
shares
|
$5,043
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
124
shares
|
$3,722
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
119
shares
|
$3,572
0.0% of portfolio
|
Q2 2025
Added 815.38%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
108
shares
|
$3,242
0.0% of portfolio
|
Q2 2025
Added 22.73%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
87
shares
|
$2,611
0.0% of portfolio
|
Q2 2025
Reduced 67.9%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
87
shares
|
$2,611
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
86
shares
|
$2,581
0.0% of portfolio
|
Q2 2025
Added 22.86%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
80
shares
|
$2,401
0.0% of portfolio
|
Q2 2025
Added 45.45%
|
|
|
S&T Bank
Indiana, PA |
Aug 06, 2025 Q2 2025 |
66
shares
|
$1,981
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
62
shares
|
$1,861
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
45
shares
|
$1,350
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
35
shares
|
$1,050
0.0% of portfolio
|
Q1 2025
Added 75.0%
|