UVSP
UNIVEST FINANCIAL Corp
$44.13
-1.02 (-2.26%)
At close · Jul 2
Market Cap
$1.23B
Shares
27,845,802
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
The Jun 30, 2026 filing window is
still open — showing the latest known positions. Funds that have not filed yet
carry their prior-quarter positions; a fund that filed without this stock counts
as sold out.
Holders: 208
Total Value: $758,399,492
Total Shares: 22,136,409
Showing 1–100
of 209 holdings by value
· page 1 of 3
Institutional Ownership Trend
26 quarters
Holder Concentration
Across 208 13F filersTop Holder
14.1%
of institutional value
Top 5
41.6%
of institutional value
Top 10
59.3%
of institutional value
HHI
499
Broadly held
| Holder | Value (USD) | % of 13F | Shares | Type | Discretion | Filed | Open | |||
|---|---|---|---|---|---|---|---|---|---|---|
| Mega BlackRock, Inc. | $106,586,007 | 14.05% | 3,111,092 | Shares | Sole | 2026-05-13 | ||||
| Mega FMR LLC | $65,173,618 | 8.59% | 1,902,324 | Shares | Defined | 2026-05-15 | ||||
| Mega DIMENSIONAL FUND ADVISORS LP | $64,622,408 | 8.52% | 1,886,235 | Shares | Sole | 2026-05-07 | ||||
| Mega VANGUARD CAPITAL MANAGEMENT LLC | $41,706,171 | 5.50% | 1,217,343 | Shares | Defined | 2026-05-15 | ||||
| Mega MANUFACTURERS LIFE INSURANCE COMPANY, THE Insurance | $37,533,714 | 4.95% | 1,095,555 | Shares | Defined | 2026-05-15 | ||||
| Mega STATE STREET CORP | $31,988,082 | 4.22% | 933,686 | Shares | Defined | 2026-05-15 | ||||
| Large PZENA INVESTMENT MANAGEMENT LLC | $28,861,480 | 3.81% | 842,425 | Shares | Sole | 2026-04-24 | ||||
| Mega GEODE CAPITAL MANAGEMENT, LLC | $27,097,740 | 3.57% | 790,944 | Shares | Defined | 2026-05-15 | ||||
| Mega AMERICAN CENTURY COMPANIES INC | $25,969,148 | 3.42% | 758,002 | Shares | Defined | 2026-05-15 | ||||
| Large RENAISSANCE TECHNOLOGIES LLC | $19,998,726 | 2.64% | 583,734 | Shares | Sole | 2026-05-14 | ||||
| Mid UNIVEST FINANCIAL Corp | $17,189,988 | 2.27% | 501,751 | Shares | Defined | 2026-05-01 | ||||
| Mega GOLDMAN SACHS GROUP INC | $12,289,404 | 1.62% | 358,710 | Shares | Defined | 2026-05-15 | ||||
| Mega AQR CAPITAL MANAGEMENT LLC | $12,023,131 | 1.59% | 350,938 | Shares | Other | 2026-05-15 | ||||
| Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $11,884,554 | 1.57% | 346,893 | Shares | Defined | 2026-05-14 | ||||
| Mid Leeward Investments, LLC - MA | $11,253,176 | 1.48% | 328,464 | Shares | Sole | 2026-04-17 | ||||
| Mega TWO SIGMA INVESTMENTS, LP | $10,956,450 | 1.44% | 319,803 | Shares | Sole | 2026-05-15 | ||||
| Large HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $10,303,318 | 1.36% | 300,739 | Shares | Sole | 2026-05-15 | ||||
| Mega NORTHERN TRUST CORP Bank | $10,168,982 | 1.34% | 296,818 | Shares | Defined | 2026-05-14 | ||||
| Large SEI INVESTMENTS CO | $9,310,908 | 1.23% | 271,772 | Shares | Sole | 2026-05-13 | ||||
| Large Assenagon Asset Management S.A. | $8,818,626 | 1.16% | 257,403 | Shares | Sole | 2026-04-20 | ||||
| Mega MORGAN STANLEY | $8,637,249 | 1.14% | 252,109 | Shares | Defined | 2026-05-15 | ||||
| Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $8,006,356 | 1.06% | 233,694 | Shares | Sole | 2026-05-15 | ||||
| Mid BRIDGEWAY CAPITAL MANAGEMENT, LLC | $7,910,668 | 1.04% | 230,901 | Shares | Sole | 2026-05-15 | ||||
| Mega BANK OF AMERICA CORP /DE/ Bank | $7,737,722 | 1.02% | 225,853 | Shares | Defined | 2026-05-18 | ||||
| Large Qube Research & Technologies Ltd | $7,022,409 | 0.93% | 204,974 | Shares | Sole | 2026-05-15 | ||||
| Mega NEUBERGER BERMAN GROUP LLC | $6,803,933 | 0.90% | 198,597 | Shares | Defined | 2026-05-14 | ||||
| Mega MILLENNIUM MANAGEMENT LLC | $6,395,862 | 0.84% | 186,686 | Shares | Sole | 2026-05-15 | ||||
| Mega VANGUARD FIDUCIARY TRUST CO Bank | $6,252,963 | 0.82% | 182,515 | Shares | Defined | 2026-05-08 | ||||
| Mega Nuveen, LLC | $5,189,772 | 0.68% | 151,482 | Shares | Defined | 2026-04-30 | ||||
| Small ENDEAVOUR CAPITAL ADVISORS INC | $4,747,990 | 0.63% | 138,587 | Shares | Sole | 2026-05-11 | ||||
| Mega Bank of New York Mellon Corp Bank | $4,653,123 | 0.61% | 135,818 | Shares | Defined | 2026-05-05 | ||||
| Large Empowered Funds, LLC | $4,479,974 | 0.59% | 130,764 | Shares | Other | 2026-05-15 | ||||
| Large TUDOR INVESTMENT CORP ET AL | $4,005,679 | 0.53% | 116,920 | Shares | Defined | 2026-05-15 | ||||
| Large Man Group plc | $3,724,233 | 0.49% | 108,705 | Shares | Defined | 2026-05-15 | ||||
| Large SG Americas Securities, LLC Broker-Dealer | $3,397,050 | 0.45% | 99,155 | Shares | Sole | 2026-04-16 | ||||
| Large Trexquant Investment LP | $3,265,183 | 0.43% | 95,306 | Shares | Sole | 2026-05-15 | ||||
| Mega JPMORGAN CHASE & CO | $3,232,430 | 0.43% | 94,350 | Shares | Defined | 2026-05-13 | ||||
| Mega RAYMOND JAMES FINANCIAL INC | $3,195,223 | 0.42% | 93,264 | Shares | Defined | 2026-05-14 | ||||
| Mid MARTINGALE ASSET MANAGEMENT L P | $3,186,180 | 0.42% | 93,000 | Shares | Sole | 2026-05-13 | ||||
| Large State of New Jersey Common Pension Fund D Pension | $3,021,286 | 0.40% | 88,187 | Shares | Sole | 2026-05-05 | ||||
| Large Creative Planning | $2,622,603 | 0.35% | 76,550 | Shares | Sole | 2026-05-12 | ||||
| Large PRUDENTIAL FINANCIAL INC | $2,499,986 | 0.33% | 72,971 | Shares | Defined | 2026-05-13 | ||||
| Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $2,347,184 | 0.31% | 68,511 | Shares | Defined | 2026-05-13 | ||||
| Mega CITADEL ADVISORS LLC | $2,327,110 | 0.31% | 67,925 | Shares | Defined | 2026-05-15 | ||||
| Large Point72 Asset Management, L.P. | $2,254,068 | 0.30% | 65,793 | Shares | Defined | 2026-05-15 | ||||
| Small Integrated Quantitative Investments LLC | $2,214,223 | 0.29% | 64,630 | Shares | Sole | 2026-05-13 | ||||
| Mega FRANKLIN RESOURCES INC | $2,091,433 | 0.28% | 61,046 | Shares | Defined | 2026-05-13 | ||||
| Mid ALGERT GLOBAL LLC | $2,021,819 | 0.27% | 59,014 | Shares | Sole | 2026-05-14 | ||||
| Mega UBS Group AG | $1,978,137 | 0.26% | 57,739 | Shares | Defined | 2026-05-05 | ||||
| Mega Swiss National Bank Bank | $1,948,640 | 0.26% | 56,878 | Shares | Sole | 2026-05-07 | ||||
| Mega BNP PARIBAS ARBITRAGE, SA | $1,929,763 | 0.25% | 56,327 | Shares | Defined | 2026-05-12 | ||||
| Mid ROYCE & ASSOCIATES LP | $1,851,376 | 0.24% | 54,039 | Shares | Sole | 2026-05-12 | ||||
| Mega PRICE T ROWE ASSOCIATES INC /MD/ | $1,681,103 | 0.22% | 49,069 | Shares | Defined | 2026-05-15 | ||||
| Mid LOGAN CAPITAL MANAGEMENT INC | $1,665,036 | 0.22% | 48,600 | Put | Other | 2026-05-08 | ||||
| Mid Campbell & CO Investment Adviser LLC | $1,647,323 | 0.22% | 48,083 | Shares | Sole | 2026-05-15 | ||||
| Small Everhart Financial Group, Inc. | $1,632,557 | 0.22% | 47,652 | Shares | Sole | 2026-04-09 | ||||
| Mega BARCLAYS PLC | $1,619,983 | 0.21% | 47,285 | Shares | Defined | 2026-05-15 | ||||
| Mega AMERIPRISE FINANCIAL INC | $1,582,228 | 0.21% | 46,183 | Shares | Defined | 2026-05-15 | ||||
| Large Connor, Clark & Lunn Investment Management Ltd. | $1,495,174 | 0.20% | 43,642 | Shares | Sole | 2026-05-11 | ||||
| Mid Y-Intercept (Hong Kong) Ltd | $1,442,311 | 0.19% | 42,099 | Shares | Sole | 2026-04-27 | ||||
| Mid Smartleaf Asset Management LLC | $1,301,880 | 0.17% | 38,000 | Shares | Sole | 2026-05-15 | ||||
| Small Compass Ion Advisors, LLC | $1,276,253 | 0.17% | 37,252 | Shares | Sole | 2026-04-13 | ||||
| Mega Invesco Ltd. | $1,264,705 | 0.17% | 36,915 | Shares | Defined | 2026-05-12 | ||||
| Mega PRINCIPAL FINANCIAL GROUP INC | $1,245,727 | 0.16% | 36,361 | Shares | Defined | 2026-05-04 | ||||
| Mega RHUMBLINE ADVISERS | $1,224,623 | 0.16% | 35,745 | Shares | Sole | 2026-05-12 | ||||
| Mega ALLIANCEBERNSTEIN L.P. | $1,209,583 | 0.16% | 35,306 | Shares | Defined | 2026-05-15 | ||||
| Large Quantinno Capital Management LP | $1,064,458 | 0.14% | 31,070 | Shares | Sole | 2026-05-15 | ||||
| Mega JANE STREET GROUP, LLC | $962,636 | 0.13% | 28,098 | Shares | Defined | 2026-05-12 | ||||
| Large TEACHER RETIREMENT SYSTEM OF TEXAS Pension | $923,615 | 0.12% | 26,959 | Shares | Sole | 2026-04-30 | ||||
| Mega LPL Financial LLC | $921,799 | 0.12% | 26,906 | Shares | Sole | 2026-05-06 | ||||
| Mid WEDGE CAPITAL MANAGEMENT L L P/NC | $913,782 | 0.12% | 26,672 | Shares | Sole | 2026-04-13 | ||||
| Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension | $912,343 | 0.12% | 26,630 | Shares | Sole | 2026-05-18 | ||||
| Large IEQ CAPITAL, LLC | $861,159 | 0.11% | 25,136 | Shares | Other | 2026-05-15 | ||||
| Large Russell Investments Group, Ltd. | $858,964 | 0.11% | 25,072 | Shares | Defined | 2026-05-08 | ||||
| Small Graves Light Lenhart Wealth, Inc. | $837,657 | 0.11% | 24,450 | Shares | Sole | 2026-04-08 | ||||
| Large ExodusPoint Capital Management, LP | $834,642 | 0.11% | 24,362 | Shares | Sole | 2026-05-14 | ||||
| Small BLB&B Advisors, LLC | $819,396 | 0.11% | 23,917 | Shares | Sole | 2026-04-28 | ||||
| Mega DEUTSCHE BANK AG\ Bank | $808,022 | 0.11% | 23,585 | Shares | Defined | 2026-05-06 | ||||
| Micro Bernardo Wealth Planning LLC | $807,199 | 0.11% | 23,561 | Shares | Sole | 2026-04-15 | ||||
| Mega HSBC HOLDINGS PLC | $799,422 | 0.11% | 23,334 | Shares | Defined | 2026-04-30 | ||||
| Large Universal- Beteiligungs- und Servicegesellschaft mbH | $765,128 | 0.10% | 22,333 | Shares | Defined | 2026-05-11 | ||||
| Small IVC Wealth Advisors LLC | $751,561 | 0.10% | 21,937 | Shares | Sole | 2026-04-16 | ||||
| Mid Legato Capital Management LLC | $732,787 | 0.10% | 21,389 | Shares | Other | 2026-05-14 | ||||
| Large Allianz Asset Management GmbH | $726,757 | 0.10% | 21,213 | Shares | Defined | 2026-05-11 | ||||
| Large STRS OHIO | $705,756 | 0.09% | 20,600 | Shares | Sole | 2026-04-24 | ||||
| Mega CITIGROUP INC | $687,803 | 0.09% | 20,076 | Shares | Defined | 2026-05-11 | ||||
| Mega VICTORY CAPITAL MANAGEMENT INC | $671,496 | 0.09% | 19,600 | Shares | Sole | 2026-05-15 | ||||
| Large GABELLI FUNDS LLC | $671,393 | 0.09% | 19,597 | Shares | Sole | 2026-05-14 | ||||
| Mid Savant Capital, LLC | $650,631 | 0.09% | 18,991 | Shares | Sole | 2026-05-04 | ||||
| Mega D. E. Shaw & Co., Inc. | $642,477 | 0.08% | 18,753 | Shares | Defined | 2026-05-15 | ||||
| Small Bison Wealth, LLC | $639,462 | 0.08% | 18,665 | Shares | Sole | 2026-05-15 | ||||
| Mega VANGUARD ASSET MANAGEMENT, Ltd | $633,501 | 0.08% | 18,491 | Shares | Defined | 2026-05-08 | ||||
| Mega Legal & General Group Plc | $632,576 | 0.08% | 18,464 | Shares | Defined | 2026-05-08 | ||||
| Mega CANADA PENSION PLAN INVESTMENT BOARD Pension | $630,384 | 0.08% | 18,400 | Shares | Sole | 2026-05-15 | ||||
| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP | $593,348 | 0.08% | 17,319 | Shares | Other | 2026-05-15 | ||||
| Large KLP KAPITALFORVALTNING AS | $592,698 | 0.08% | 17,300 | Shares | Sole | 2026-04-29 | ||||
| Large Rafferty Asset Management, LLC | $588,278 | 0.08% | 17,171 | Shares | Sole | 2026-05-15 | ||||
| Large LOS ANGELES CAPITAL MANAGEMENT LLC | $567,790 | 0.07% | 16,573 | Shares | Sole | 2026-05-08 | ||||
| Mega Vanguard Global Advisers, LLC | $546,344 | 0.07% | 15,947 | Shares | Defined | 2026-05-08 | ||||
| Large MetLife Investment Management, LLC | $538,053 | 0.07% | 15,705 | Shares | Defined | 2026-05-14 | ||||
| No holders match your search. | ||||||||||