Univest Financial Corporation
US ˙ NasdaqGS ˙ US9152711001

SecurityUVSP / Univest Financial Corporation
InstitutionMorgan Stanley
Latest Disclosed Ownership252,109 shares
Latest Disclosed Value $ 8,637,256
Morgan Stanley reports 8.28% decrease in ownership of UVSP / Univest Financial Corporation

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 252,109 shares of Univest Financial Corporation (US:UVSP) valued at $8,637,254 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 274,876 shares of Univest Financial Corporation. This represents a change in shares of -8.28% during the quarter. The current value of the position is $10,162,514 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 252,109 -22,767 -8.28 8,637 -4.02 0.0005
2026-05-27 2025-12-31 13F/A-1 UNIVEST FINANCIAL CORPORATIO COM 915271100 274,876 43,723 18.92 8,999 29.69 0.0005
2026-02-13 2025-12-31 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 274,876 43,723 8,999 0.0005
2026-05-27 2025-09-30 13F/A-1 UNIVEST FINANCIAL CORPORATIO COM 915271100 231,153 -39,797 -14.69 6,939 -14.74 0.0004
2025-11-14 2025-09-30 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 231,153 -39,797 6,939 0.0004
2025-08-15 2025-06-30 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 270,950 45,274 20.06 8,139 27.17 0.0005
2025-05-15 2025-03-31 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 225,676 -90,223 -28.56 6,400 -31.35 0.0005
2025-05-15 2024-12-31 13F/A-1 UNIVEST FINANCIAL CORPORATIO COM 915271100 315,899 2,528 0.81 9,322 5.72 0.0007
2025-02-14 2024-12-31 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 315,899 2,528 9,322 0.0007
2025-05-14 2024-09-30 13F/A-2 UNIVEST FINANCIAL CORPORATIO COM 915271100 313,371 83,634 36.40 8,818 68.15 0.0006
2025-02-14 2024-09-30 13F/A-1 UNIVEST FINANCIAL CORPORATIO COM 915271100 313,371 83,634 8,818 0.0006
2024-11-14 2024-09-30 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 313,371 83,634 8,818 0.0001
2025-05-14 2024-06-30 13F/A-2 UNIVEST FINANCIAL CORPORATIO COM 915271100 229,737 9,609 4.37 5,245 14.42 0.0004
2024-10-17 2024-06-30 13F/A-1 UNIVEST FINANCIAL CORPORATIO COM 915271100 229,737 9,609 5,245 0.0004
2024-08-14 2024-06-30 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 229,737 9,609 5,245 0.0004
2024-10-17 2024-03-31 13F/A-2 UNIVEST FINANCIAL CORPORATIO COM 915271100 220,128 -54,753 -19.92 4,583 -24.31 0.0004
2024-08-16 2024-03-31 13F/A-1 UNIVEST FINANCIAL CORPORATIO COM 915271100 220,128 -54,753 4,583 0.0000
2024-05-15 2024-03-31 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 220,128 -54,753 4,583 0.0004
2024-08-16 2023-12-31 13F/A-1 UNIVEST FINANCIAL CORPORATIO COM 915271100 274,881 79,252 40.51 6,056 78.09 0.0005
2024-02-13 2023-12-31 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 274,881 79,252 6,056 0.0005
2023-11-15 2023-09-30 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 195,629 -22,840 -10.45 3,400 -13.90 0.0003
2023-08-14 2023-06-30 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 218,469 -47,690 -17.92 3,950 -37.50 0.0004
2023-05-15 2023-03-31 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 266,159 -1,497 -0.56 6,319 -9.65 0.0007
2023-02-14 2022-12-31 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 267,656 3,521 1.33 6,994 12.75 0.0008
2022-11-14 2022-09-30 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 264,135 -30,922 -10.48 6,202 -17.37 0.0008
2022-10-27 2022-06-30 13F/A-1 UNIVEST FINANCIAL CORPORATIO COM 915271100 295,057 244,208 480.26 7,506 451.51 0.0010
2022-08-15 2022-06-30 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 295,057 244,208 7,506 0.0010
2022-10-27 2022-03-31 13F/A-1 UNIVEST FINANCIAL CORPORATIO COM 915271100 50,849 -3,751 -6.87 1,361 -16.66 0.0002
2022-05-13 2022-03-31 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 50,849 -3,751 1,361 0.0002
2022-02-14 2021-12-31 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 54,600 11,016 25.28 1,633 36.77 0.0002
2021-11-15 2021-09-30 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 43,584 10,378 31.25 1,194 36.30 0.0002
2021-08-23 2021-06-30 13F/A-1 UNIVEST FINANCIAL CORPORATIO COM 915271100 33,206 24,243 270.48 876 242.19 0.0001
2021-08-16 2021-06-30 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 33,206 24,243 876 0.0000
2021-05-17 2021-03-31 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 8,963 -30,952 -77.54 256 -68.82 0.0000
2021-02-16 2020-12-31 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 39,915 4,980 14.26 821 63.55 0.0001
2020-11-13 2020-09-30 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 34,935 7,010 25.10 502 11.06 0.0001
2020-08-14 2020-06-30 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 27,925 18,572 198.57 452 197.37 0.0001
2020-05-26 2020-03-31 13F/A-1 UNIVEST FINANCIAL CORPORATIO COM 915271100 9,353 -57,576 -86.03 152 -91.52 0.0000
2020-05-15 2020-03-31 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 9,353 -57,576 152 11.6768
2020-02-14 2019-12-31 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 66,929 46,623 229.60 1,792 245.95 0.0004
2019-11-14 2019-09-30 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 20,306 -16,848 -45.35 518 -46.93 0.0001
2019-08-14 2019-06-30 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 37,154 -185,469 -83.31 976 -82.08 0.0003
2019-05-15 2019-03-31 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 222,623 -9,928 -4.27 5,446 8.59 0.0015
2019-02-14 2018-12-31 13F UNIVEST CORP PA COM 915271100 232,551 179,552 338.78 5,015 257.70 0.0015
2019-04-23 2018-09-30 13F/A-2 UNIVEST CORP PA COM 915271100 52,999 -26,514 -33.35 1,402 -35.89 0.0004
2018-11-20 2018-09-30 13F/A-1 UNIVEST CORP PA COM 915271100 52,999 0 1,402 0.0004
2018-11-14 2018-09-30 13F UNIVEST CORP PA COM 915271100 52,999 -26,514 1,402
2019-04-23 2018-06-30 13F/A-1 UNIVEST CORP PA COM 915271100 79,513 2,842 3.71 2,187 3.01 0.0006
2018-08-14 2018-06-30 13F UNIVEST CORP PA COM 915271100 79,513 2,842 2,187
2019-04-23 2018-03-31 13F/A-1 UNIVEST CORP PA COM 915271100 76,671 9,494 14.13 2,123 12.63 0.0006
2018-05-14 2018-03-31 13F UNIVEST CORP PA COM 915271100 76,671 9,494 2,123
2019-04-23 2017-12-31 13F/A-1 UNIVEST CORP PA COM 915271100 67,177 30,198 81.66 1,885 59.34 0.0005
2018-02-14 2017-12-31 13F UNIVEST CORP PA COM 915271100 67,177 30,198 1,885
2017-11-14 2017-09-30 13F UNIVEST CORP PA COM 915271100 36,979 7,587 25.81 1,183 34.43 0.0004
2017-08-11 2017-06-30 13F UNIVEST CORP PA COM 915271100 29,392 -9,845 -25.09 880 -13.47 0.0003
2017-05-22 2017-03-31 13F/A-1 UNIVEST CORP PA COM 915271100 39,237 -39,140 -49.94 1,017 -58.03 0.0003
2017-05-12 2017-03-31 13F UNIVEST CORP PA COM 915271100 39,237 1,017
2017-02-22 2016-12-31 13F/A-1 UNIVEST CORP PA COM 915271100 78,377 65,974 531.92 2,423 735.52 0.0008
2017-02-13 2016-12-31 13F UNIVEST CORP PA COM 915271100 78,377 2,423
2016-11-10 2016-09-30 13F UNIVEST CORP PA COM 915271100 12,403 4,655 60.08 290 77.91 0.0001
2016-08-12 2016-06-30 13F UNIVEST CORP PA COM 915271100 7,748 -35,883 -82.24 163 -80.87 0.0001
2016-05-12 2016-03-31 13F UNIVEST CORP PA COM 915271100 43,631 41,858 2,360.86 852 2,202.70 0.0003
2016-02-09 2015-12-31 13F UNIVEST CORP PA COM 915271100 1,773 -15,224 -89.57 37 -88.69 0.0000
2016-02-08 2015-09-30 13F/A-1 UNIVEST CORP PA COM 915271100 16,997 14,971 738.94 327 697.56 0.0001
2015-11-09 2015-09-30 13F UNIVEST CORP PA COM 915271100 16,997 327
2015-08-12 2015-06-30 13F UNIVEST CORP PA COM 915271100 2,026 -24,352 -92.32 41 -92.15 0.0000
2015-05-14 2015-03-31 13F UNIVEST CORP PA COM 915271100 26,378 -10,562 -28.59 522 -30.21 0.0002
2015-02-13 2014-12-31 13F UNIVEST CORP PA COM 915271100 36,940 17,179 86.93 748 101.62 0.0003
2014-12-16 2014-09-30 13F/A-1 UNIVEST CORP PA COM 915271100 19,761 -43,310 -68.67 371 -71.33 0.0001
2014-11-14 2014-09-30 13F UNIVEST CORP PA COM 915271100 19,761 371
2014-05-13 2014-03-31 13F UNIVEST CORP PA COM 915271100 63,071 3,243 5.42 1,294 4.52 0.0005
2014-02-13 2013-12-31 13F UNIVEST CORP PA COM 915271100 59,828 23,301 63.79 1,238 79.68 0.0005
2013-11-13 2013-09-30 13F UNIVEST CORP PA COM ST COM 915271100 36,527 -17,285 -32.12 689 -32.91 0.0003
2013-08-08 2013-06-30 13F UNIVEST CORP PA COM ST COM 915271100 53,812 53,812 1,027 0.0005
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.