UVSP — Univest Financial Corporatio Institutional Holders · Q3 2026
Who owns Univest Financial Corporatio (UVSP)? 9 institutions reported holding $3.14M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Everhart Financial Group, Inc. ($2.0M), Graves Light Lenhart Wealth, Inc. ($1.0M), Farther Finance Advisors, LLC ($44,013).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Everhart Financial Group, Inc. | $2.0M | 49,737 | Added |
| 2 | Graves Light Lenhart Wealth, Inc. | $1.0M | 24,450 | Hold |
| 3 | Farther Finance Advisors, LLC | $44,013 | 1,074 | Added |
| 4 | GAMMA Investing LLC | $30,858 | 753 | Added |
| 5 | Grove Bank & Trust | $19,834 | 484 | Hold |
| 6 | MassMutual Private Wealth & Trust, FSB | $5,204 | 127 | Trimmed |
| 7 | Versant Capital Management, Inc | $1,352 | 33 | Hold |
| 8 | GK Wealth Management LLC | $149 | 4 | New |
| 9 | Wealth Enhancement Trust Services, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30