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Univest Financial Corp

Institutional holders · 13F as of Jun 30, 2026

201 holders

HolderValueShares% of shares
Covestor Ltd$1110.00%
CX Institutional$41150.00%
BNP Paribas Asset Management Holding S.A.$113340.00%
BESSEMER GROUP INC$133800.00%
HARBOR CAPITAL ADVISORS, INC.$245390.00%
AMALGAMATED BANK$298930.00%
TFC Financial Management, Inc.$3310.00%
Keating Financial Advisory Services, Inc.$3310.00%
State of Alaska, Department of Revenue$391,1570.00%
Clearstead Advisors, LLC$6620.00%
JONES FINANCIAL COMPANIES LLLP$9830.00%
CANADA LIFE ASSURANCE Co$1363,9400.01%
SBI Securities Co., Ltd.$16450.00%
SJS Investment Consulting Inc.$19760.00%
GSA CAPITAL PARTNERS LLP$2156,5760.02%
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$3149,6000.03%
NATIXIS ADVISORS, LLC$41212,0330.04%
Optiver Holding B.V.$458140.00%
CWM, LLC$46714,2720.05%
LSV ASSET MANAGEMENT$48314,1000.05%
THRIVENT FINANCIAL FOR LUTHERANS$59518,1690.07%
Versant Capital Management, Inc$1.1K330.00%
OSAIC HOLDINGS, INC.$1.1K330.00%
T. Rowe Price Associates, Inc.$1.4K43,2180.16%
Larson Financial Group LLC$1.5K450.00%
HARBOUR INVESTMENTS, INC.$1.5K460.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.7K520.00%
J.Safra Asset Management Corp$1.9K570.00%
True Wealth Design, LLC$1.9K570.00%
Quarry LP$1.9K590.00%
ALGERT GLOBAL LLC$2.0K59,0140.21%
PRIVATE TRUST CO NA$2.1K620.00%
Rockefeller Capital Management L.P.$2.3K690.00%
Turning Point Benefit Group, Inc.$2.5K750.00%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC$2.8K860.00%
Eurizon Capital SGR S.p.A.$3.3K1020.00%
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$3.4K990.00%
ROTHSCHILD INVESTMENT LLC$3.5K1070.00%
Glen Eagle Advisors, LLC$4.1K1240.00%
MAI Capital Management$4.2K1240.00%
S&T BANK/PA$5.7K1660.00%
SG Americas Securities, LLC$6.2K141,0280.51%
FIRST HORIZON CORP$6.6K2020.00%
MassMutual Private Wealth & Trust, FSB$6.6K1940.00%
IFP Advisors, Inc$7.9K2420.00%
Federated Hermes Inc$9.3K2710.00%
Allworth Financial LP$11.5K3520.00%
Bogart Wealth, LLC$14.4K4400.00%
Grove Bank & Trust$15.8K4840.00%
WPG Advisers, LLC$16.6K5070.00%
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