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Univest Financial Corp (UVSP)

CUSIP: 915271100 | NYSE | Financial Services · Banks - Regional | Small Cap | 532 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Dimensional Fund Advisors LP1,898,899
0.0% of portfolio›$77.8M
Pzena Investment Management LLC508,266
0.1% of portfolio›$20.8M
Leeward Investments, LLC - MA303,841
0.6% of portfolio›$12.5M
Bank of New York Mellon Corp138,999
0.0% of portfolio›$5.7M
Creative Planning98,732
0.0% of portfolio›$4.0M
Principal Financial Group Inc65,407
0.0% of portfolio›$2.7M
Everhart Financial Group, Inc.49,737
0.1% of portfolio›$2.0M
Y-Intercept (Hong Kong) Ltd48,867
0.0% of portfolio›$2.0M
Bernardo Wealth Planning LLC48,632
0.2% of portfolio›$2.0M
State of New Jersey Common Pension Fund D38,290
0.0% of portfolio›$1.6M
Compass Ion Advisors, LLC37,664
0.1% of portfolio›$1.5M
Jackson Creek Investment Advisors LLC35,127
0.0% of portfolio›$1.4K
Strs Ohio26,900
0.0% of portfolio›$1.1M
Wedge Capital Management L L P26,423
0.0% of portfolio›$1.1M
Citigroup Inc25,295
0.0% of portfolio›$1.0M
Graves Light Lenhart Wealth, Inc.24,450
0.1% of portfolio›$1.0M
BLB&B Advisors, LLC23,392
0.0% of portfolio›$958.6K
Wealth Enhancement Advisory Services, LLC19,882
0.0% of portfolio›$820.3K
IVC Wealth Advisors LLC19,479
0.3% of portfolio›$798.2K
Bison Wealth, LLC18,665
0.1% of portfolio›$764.0K
Ethic Inc.12,603
0.0% of portfolio›$516.5K
Commonwealth Equity Services, LLC10,666
0.0% of portfolio›$437.1K
Sterling Capital Management LLC10,558
0.0% of portfolio›$432.7K
Insight Advisors, LLC/ PA10,500
0.1% of portfolio›$430.3K
Choreo, LLC10,125
0.0% of portfolio›$414.9K
Stanley-Laman Group, Ltd.9,884
0.0% of portfolio›$405.0K
Vise Technologies, Inc.9,072
0.0% of portfolio›$371.8K
Quadrant Capital Group LLC8,155
0.0% of portfolio›$330.7K
FAI Advisors, Inc.8,125
0.1% of portfolio›$333.0K
Ullmann Wealth Partners Group, LLC8,016
0.0% of portfolio›$328.5K
Evergreen Capital Management LLC7,868
0.0% of portfolio›$322.4K
Arizona State Retirement System7,841
0.0% of portfolio›$321.3K
Hendershot Investments Inc.7,679
0.0% of portfolio›$314.7K
Trust Co of Vermont7,004
0.0% of portfolio›$287.0K
Nisa Investment Advisors, LLC5,675
0.0% of portfolio›$232.6K
Swiss Life Asset Management Ltd5,451
0.0% of portfolio›$223.4K
Olympiad Research LP5,076
0.3% of portfolio›$208.0K
Abacus Wealth Partners, LLC4,994
0.0% of portfolio›$204.7K
DekaBank Deutsche Girozentrale3,342
0.0% of portfolio›$136
Signaturefd, LLC3,150
0.0% of portfolio›$129.1K
Wilmington Savings Fund Society, FSB2,802
0.0% of portfolio›$114.8K
Parallel Advisors, LLC2,688
0.0% of portfolio›$110.2K
New York State Teachers Retirement System2,566
0.0% of portfolio›$105
Parkside Financial Bank & Trust1,468
0.0% of portfolio›$60.2K
State of Alaska, Department of Revenue1,079
0.0% of portfolio›$44
Farther Finance Advisors, LLC1,074
0.0% of portfolio›$44.0K
Gamma Investing LLC753
0.0% of portfolio›$30.9K
US Bancorp \de\640
0.0% of portfolio›$26.2K
Blue Bell Private Wealth Management, LLC550
0.0% of portfolio›$22.5K
Harbor Capital Advisors, Inc.535
0.0% of portfolio›$22
WPG Advisers, LLC494
0.0% of portfolio›$20.2K
Pinnacle Wealth Planning Services, Inc.485
0.0% of portfolio›$19.9K
Grove Bank & Trust484
0.0% of portfolio›$19.8K
Fortitude Family Office, LLC441
0.0% of portfolio›$18.1K
Cedar Mountain Advisors, LLC434
0.0% of portfolio›$17.8K
IFP Advisors, Inc312
0.0% of portfolio›$12.8K
KFG LLC278
0.0% of portfolio›$11.4K
Essential Partners LLC254
0.0% of portfolio›$10.4K
EverSource Wealth Advisors, LLC238
0.0% of portfolio›$9.8K
First Horizon Corp202
0.0% of portfolio›$8.3K
SJS Investment Consulting Inc.142
0.0% of portfolio›$5.8K
MassMutual Private Wealth & Trust, FSB127
0.0% of portfolio›$5.2K
Provenance Wealth Advisors, LLC89
0.0% of portfolio›$3.6K
Root Financial Partners, LLC68
0.0% of portfolio›$2.8K
Private Trust Co NA62
0.0% of portfolio›$2.5K
Rossby Financial, LCC50
0.0% of portfolio›$2.0K
Silver Grove Financial Group, Inc.46
0.0% of portfolio›$1.9K
Larson Financial Group LLC45
0.0% of portfolio›$1.8K
True Wealth Design, LLC45
0.0% of portfolio›$1.8K
Assetmark, Inc38
0.0% of portfolio›$1.6K
Versant Capital Management, Inc33
0.0% of portfolio›$1.4K
Meriwether Wealth & Planning, LLC25
0.0% of portfolio›$1.0K
Covestor Ltd6
0.0% of portfolio›$0
SBI Securities Co., Ltd.5
0.0% of portfolio›$205
GK Wealth Management LLC4
0.0% of portfolio›$149
GHP Investment Advisors, Inc.2
0.0% of portfolio›$82
TFC Financial Management, Inc.1
0.0% of portfolio›$41
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
1,898,899$77.8M0.0%IndexLowAustin, TX2026-11-04
Pzena Investment Management LLC
508,266$20.8M0.1%Deep ValueMediumNew York, NY2026-10-30
Leeward Investments, LLC - MA
303,841$12.5M0.6%Deep ValueLowBoston, MA2026-10-23
Bank of New York Mellon Corp
138,999$5.7M0.0%CoreLowNew York, NY2026-11-05
Creative Planning
98,732$4.0M0.0%IndexVery LowOverland Park, KS2026-11-02
Principal Financial Group Inc
65,407$2.7M0.0%CoreLowDes Moines, IA2026-11-02
Everhart Financial Group, Inc.
49,737$2.0M0.1%ETFLowDublin, OH2026-10-08
Y-Intercept (Hong Kong) Ltd
48,867$2.0M0.0%ValueVery HighHong Kong, South Korea2026-10-16
Bernardo Wealth Planning LLC
48,632$2.0M0.2%ETFVery LowHarleysville, PA2026-10-23
State of New Jersey Common Pension Fund D
38,290$1.6M0.0%CoreLowTrenton, NJ2026-11-05
Compass Ion Advisors, LLC
37,664$1.5M0.1%ETFVery LowConshohocken, PA2026-10-23
Jackson Creek Investment Advisors LLC
35,127$1.4K0.0%ValueVery HighCastle Rock, CO2026-11-04
Strs Ohio
26,900$1.1M0.0%CoreMediumColumbus, OH2026-10-30
Wedge Capital Management L L P
26,423$1.1M0.0%ValueMediumCharlotte, NC2026-10-13
Citigroup Inc
25,295$1.0M0.0%CoreMediumNew York, NY2026-11-04
Graves Light Lenhart Wealth, Inc.
24,450$1.0M0.1%ETFVery LowHarrisonburg, VA2026-10-09
BLB&B Advisors, LLC
23,392$958.6K0.0%ETFLowMontgomeryville, PA2026-10-27
Wealth Enhancement Advisory Services, LLC
19,882$820.3K0.0%CoreLowPlymouth, MN2026-10-13
IVC Wealth Advisors LLC
19,479$798.2K0.3%GrowthLowSilverdale, PA2026-10-23
Bison Wealth, LLC
18,665$764.0K0.1%GrowthMediumAtlanta, GA2026-10-13
Ethic Inc.
12,603$516.5K0.0%CoreLowNew York, NY2026-11-03
Commonwealth Equity Services, LLC
10,666$437.1K0.0%ETFLowWaltham, MA2026-11-02
Sterling Capital Management LLC
10,558$432.7K0.0%GARPMediumCharlotte, NC2026-10-22
Insight Advisors, LLC/ PA
10,500$430.3K0.1%ETFMediumNewtown, PA2026-10-22
Choreo, LLC
10,125$414.9K0.0%IndexLowRockford, IL2026-10-28
Stanley-Laman Group, Ltd.
9,884$405.0K0.0%GrowthMediumBerwyn, PA2026-10-20
Vise Technologies, Inc.
9,072$371.8K0.0%IndexLowNew York, NY2026-10-29
Quadrant Capital Group LLC
8,155$330.7K0.0%CoreLowCincinnati, OH2026-10-20
FAI Advisors, Inc.
8,125$333.0K0.1%GrowthLowFarmington Hills, MI2026-10-27
Ullmann Wealth Partners Group, LLC
8,016$328.5K0.0%ETFLowJacksonville Beach, FL2026-11-02
Evergreen Capital Management LLC
7,868$322.4K0.0%GARPMediumBellevue, WA2026-10-23
Arizona State Retirement System
7,841$321.3K0.0%IndexVery LowPhoenix, AZ2026-11-03
Hendershot Investments Inc.
7,679$314.7K0.0%CoreLowCentreville, VA2026-11-05
Trust Co of Vermont
7,004$287.0K0.0%CoreVery LowBrattleboro, VT2026-10-21
Nisa Investment Advisors, LLC
5,675$232.6K0.0%IndexVery LowSt. Louis, MO2026-10-20
Swiss Life Asset Management Ltd
5,451$223.4K0.0%CoreLowZurich, Switzerland2026-11-03
Olympiad Research LP
5,076$208.0K0.3%Deep ValueVery HighStamford, CT2026-11-04
Abacus Wealth Partners, LLC
4,994$204.7K0.0%ETFLowSanta Monica, CA2026-11-03
DekaBank Deutsche Girozentrale
3,342$1360.0%CoreLowFrankfurt, Hong Kong2026-10-27
Signaturefd, LLC
3,150$129.1K0.0%IndexLowAtlanta, GA2026-10-23
Wilmington Savings Fund Society, FSB
2,802$114.8K0.0%CoreLowWilmington, DE2026-10-23
Parallel Advisors, LLC
2,688$110.2K0.0%IndexLowSan Francisco, CA2026-11-03
New York State Teachers Retirement System
2,566$1050.0%CoreVery LowAlbany, NY2026-10-22
Parkside Financial Bank & Trust
1,468$60.2K0.0%CoreVery LowSaint Louis, MO2026-10-27
State of Alaska, Department of Revenue
1,079$440.0%CoreVery LowJuneau, AK2026-10-15
Farther Finance Advisors, LLC
1,074$44.0K0.0%IndexLowSan Francisco, CA2026-10-08
Gamma Investing LLC
753$30.9K0.0%IndexVery LowFoster City, CA2026-10-08
US Bancorp \de\
640$26.2K0.0%IndexLowMinneapolis, MN2026-11-05
Blue Bell Private Wealth Management, LLC
550$22.5K0.0%YieldVery LowBlue Bell, PA2026-10-29
Harbor Capital Advisors, Inc.
535$220.0%ValueHighChicago, IL2026-10-22
WPG Advisers, LLC
494$20.2K0.0%CoreLowBaltimore, MD2026-10-27
Pinnacle Wealth Planning Services, Inc.
485$19.9K0.0%GARPLowMansfield, OH2026-10-27
Grove Bank & Trust
484$19.8K0.0%ETFLowMiami, FL2026-10-08
Fortitude Family Office, LLC
441$18.1K0.0%ETFMediumScottsdale, AZ2026-10-14
Cedar Mountain Advisors, LLC
434$17.8K0.0%ETFVery LowLake Oswego, OR2026-10-15
IFP Advisors, Inc
312$12.8K0.0%GrowthLowTampa, FL2026-10-16
KFG LLC
278$11.4K0.0%ETFN/ARapid City, SD2026-11-02
Essential Partners LLC
254$10.4K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
EverSource Wealth Advisors, LLC
238$9.8K0.0%CoreMediumBirmingham, AL2026-11-04
First Horizon Corp
202$8.3K0.0%CoreLowMemphis, TN2026-10-26
SJS Investment Consulting Inc.
142$5.8K0.0%ETFVery LowSylvania, OH2026-10-26
MassMutual Private Wealth & Trust, FSB
127$5.2K0.0%CoreLowSpringfield, MA2026-10-05
Provenance Wealth Advisors, LLC
89$3.6K0.0%ETFLowFort Lauderdale, FL2026-10-30
Root Financial Partners, LLC
68$2.8K0.0%ETFMediumEncinitas, CA2026-10-21
Private Trust Co NA
62$2.5K0.0%CoreLowCleveland, OH2026-10-20
Rossby Financial, LCC
50$2.0K0.0%ETFMediumMelbourne, FL2026-11-05
Silver Grove Financial Group, Inc.
46$1.9K0.0%CoreMediumOrchard Park, NY2026-11-05
Larson Financial Group LLC
45$1.8K0.0%GrowthLowSt Louis, MO2026-11-05
True Wealth Design, LLC
45$1.8K0.0%ETFMediumAkron, OH2026-10-13
Assetmark, Inc
38$1.6K0.0%ETFLowConcord, CA2026-10-21
Versant Capital Management, Inc
33$1.4K0.0%GARPLowPhoenix, AZ2026-10-02
Meriwether Wealth & Planning, LLC
25$1.0K0.0%ETFMediumMinden, LA2026-10-13
Covestor Ltd
6$00.0%ValueHighLondon, United Kingdom2026-10-30
SBI Securities Co., Ltd.
5$2050.0%Agg GrowthLowTokyo, Mexico2026-10-22
GK Wealth Management LLC
4$1490.0%GARPVery HighReno, NV2026-10-09
GHP Investment Advisors, Inc.
2$820.0%CoreVery LowDenver, CO2026-10-15
TFC Financial Management, Inc.
1$410.0%ETFVery LowBoston, MA2026-10-26