Who Owns Univest Financial Corp
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Univest Financial Corp.
Who crossed 5% of UVSP →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Everhart Financial Group, Inc.COM49.7K shadded | $2M |
| Graves Light Lenhart Wealth, Inc.COM24.5K shheld | $1M |
| Farther Finance Advisors, LLCStock1.1K shadded | $44K |
| GAMMA Investing LLCCommon Stock753 shadded | $30.9K |
| Grove Bank & TrustCOM484 shheld | $19.8K |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock127 shtrimmed | $5.2K |
| GK Wealth Management LLCCOM4 sh— | $149 |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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