8 institutions reported holding $17.6M of UNIVEST FINANCIAL CORPORATIO (UVSP) in SEC 13F filings for 2026-06-30. Largest institutional holders: Assenagon Asset Management S.A. ($15.7M), Graves Light Lenhart Wealth, Inc. ($1.1M), Bison Wealth, LLC ($825,180), GAMMA Investing LLC ($32,113), Grove Bank & Trust ($21,175). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Assenagon Asset Management S.A. | $15.7M | 358,183 | Added |
| 2 | Graves Light Lenhart Wealth, Inc. | $1.1M | 24,450 | Hold |
| 3 | Bison Wealth, LLC | $825,180 | 18,665 | Hold |
| 4 | GAMMA Investing LLC | $32,113 | 734 | Hold |
| 5 | Grove Bank & Trust | $21,175 | 484 | Hold |
| 6 | Cedar Mountain Advisors, LLC | $18,988 | 434 | Hold |
| 7 | MassMutual Private Wealth & Trust, FSB | $8,444 | 193 | Trimmed |
| 8 | Versant Capital Management, Inc | $1,444 | 33 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30