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 187 institutions that hold shares in the stock, with a total of 20.3 Million shares, which have been reported (via 13F filing form) to have a value of $651 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
619
shares
|
$19,814
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
550
shares
|
$17,605
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
500
shares
|
$16,004
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
500
shares
|
$16,004
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
J.Safra Asset Management Corp
|
Apr 25, 2025 Q1 2025 |
465
shares
|
$14,884
0.0% of portfolio
|
Q1 2025
Added 5.44%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
380
shares
|
$12,163
0.0% of portfolio
|
Q1 2025
Reduced 40.35%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
299
shares
|
$9,570
0.01% of portfolio
|
Q1 2025
Added 106.21%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
271
shares
|
$8,674
0.0% of portfolio
|
Q1 2025
Added 211.49%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
217
shares
|
$6,946
0.0% of portfolio
|
Q2 2025
Added 65.65%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
194
shares
|
$6,209
0.0% of portfolio
|
Q2 2025
Reduced 6.73%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
183
shares
|
$5,857
0.0% of portfolio
|
Q1 2025
Reduced 23.11%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
168
shares
|
$5,377
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
167
shares
|
$5,345
0.0% of portfolio
|
Q4 2024
Added 87.64%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
124
shares
|
$3,969
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
May 08, 2025 Q1 2025 |
88
shares
|
$2,816
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
70
shares
|
$2,240
0.0% of portfolio
|
Q1 2025
Added 29.63%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
62
shares
|
$1,984
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
59
shares
|
$1,888
0.0% of portfolio
|
Q1 2025
Added 20.41%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
55
shares
|
$1,760
0.0% of portfolio
|
Q1 2025
Added 57.14%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
35
shares
|
$1,120
0.0% of portfolio
|
Q1 2025
Added 75.0%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
33
shares
|
$1,056
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
27
shares
|
$864
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
26
shares
|
$832
0.0% of portfolio
|
Q1 2025
Reduced 10.34%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
25
shares
|
$800
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
20
shares
|
$640
0.0% of portfolio
|
Q1 2025
New holding
|