# UNIVEST FINANCIAL CORPORATIO (UVSP)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/UVSP/

- Reporting holders: 8
- Reported value: $3.1M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Everhart Financial Group, Inc.](https://holderbook.com/funds/1852858-everhart-financial-group-inc/) | $2.0M | 49,737 | 0.1% | 13 |
| [Graves Light Lenhart Wealth, Inc.](https://holderbook.com/funds/1759803-graves-light-lenhart-wealth-inc/) | $1.0M | 24,450 | 0.1% | 3 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $44.0K | 1,074 | 0.0% | 12 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $30.9K | 753 | 0.0% | 12 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $19.8K | 484 | 0.0% | 4 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $5.2K | 127 | 0.0% | 8 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $1.4K | 33 | 0.0% | 8 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $149 | 4 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 8 | $3.1M |
| Q2 2026 | 223 | $1.1B |
| Q1 2026 | 209 | $772.0M |
| Q4 2025 | 197 | $724.2M |
| Q3 2025 | 184 | $671.8M |
| Q2 2025 | 181 | $678.1M |
| Q1 2025 | 177 | $645.8M |
| Q4 2024 | 172 | $667.8M |
| Q3 2024 | 156 | $629.6M |
| Q2 2024 | 140 | $496.8M |
| Q1 2024 | 139 | $468.9M |
| Q4 2023 | 142 | $494.3M |