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Equibles

UVSP

UNIVEST FINANCIAL Corp

Company with tickers: UVSP

CIK
102212
CUSIP
915271100
Shares Outstanding
27,845,802
13F Activity (30d)
142 filings 137 filers

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.

Holders: 208
Total Value: $767,933,337
Total Shares: 22,414,871
Showing 1–100 of 209 holdings by value · page 1 of 3

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 208 13F filers · Δ vs Dec 31, 2025
Top Holder
13.9%
Jun 2023 → Mar 2026 · range 13.9% – 16.0%
−0.2 pts
Top 5
41.1%
Jun 2023 → Mar 2026 · range 41.1% – 51.5%
−6.0 pts
Top 10
58.5%
Jun 2023 → Mar 2026 · range 58.5% – 70.6%
−5.9 pts
HHI
488
Jun 2023 → Mar 2026 · range 488 – 692
Broadly held −97

Quarterly Activity

vs Dec 31, 2025
New
31
Increased
78
Decreased
54
Sold Out
20
Unchanged
45
Holder count: +11
Institutional value: +6.3%
Shares held: +1.6%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Mega TWO SIGMA INVESTMENTS, LP +179,779 319,803
Large Qube Research & Technologies Ltd +156,228 204,974
Mega MILLENNIUM MANAGEMENT LLC +110,897 186,686
Large Man Group plc +86,994 108,705
Large SG Americas Securities, LLC +77,594 99,155

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Mega FMR LLC −650,060 1,902,324
Mid UNIVEST FINANCIAL Corp −115,775 501,751
Small ENDEAVOUR CAPITAL ADVISORS INC −108,116 138,587
Mega MANUFACTURERS LIFE INSURANCE COMPANY, THE −99,920 1,095,555
Large RENAISSANCE TECHNOLOGIES LLC −51,496 583,734

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mega VANGUARD CAPITAL MANAGEMENT LLC 1,217,343 $41,706,171
Mega VANGUARD PORTFOLIO MANAGEMENT LLC 278,491 $9,541,101
Large Assenagon Asset Management S.A. 257,403 $8,818,626
Mega VANGUARD FIDUCIARY TRUST CO 182,515 $6,252,963
Large Empowered Funds, LLC 130,764 $4,479,974

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Mega VANGUARD GROUP INC 1,663,013 $54,447,043
Large TWO SIGMA ADVISERS, LP 83,080 $2,720,039
Mid AlphaQuest LLC 35,232 $1,153,495
Small HUSSMAN STRATEGIC ADVISORS, INC. 21,000 $687,540
Mid Global Retirement Partners, LLC 19,262 $630,637
Filter: New 31 Increased 78 Reduced 54 Sold out 20 Unchanged 45
Showing 100 of 209
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega BlackRock, Inc. $106,586,007 13.88% 3,111,092
Mega FMR LLC $65,173,618 8.49% 1,902,324
Mega DIMENSIONAL FUND ADVISORS LP $64,622,408 8.42% 1,886,235
Mega VANGUARD CAPITAL MANAGEMENT LLC $41,706,171 5.43% 1,217,343
Mega MANUFACTURERS LIFE INSURANCE COMPANY, THE Insurance $37,533,714 4.89% 1,095,555
Mega STATE STREET CORP $31,988,082 4.17% 933,686
Large PZENA INVESTMENT MANAGEMENT LLC $28,861,480 3.76% 842,425
Mega GEODE CAPITAL MANAGEMENT, LLC $27,097,740 3.53% 790,944
Mega AMERICAN CENTURY COMPANIES INC $25,969,148 3.38% 758,002
Large RENAISSANCE TECHNOLOGIES LLC $19,998,726 2.60% 583,734
Mid UNIVEST FINANCIAL Corp $17,189,988 2.24% 501,751
Mega GOLDMAN SACHS GROUP INC $12,289,404 1.60% 358,710
Mega AQR CAPITAL MANAGEMENT LLC $12,023,131 1.57% 350,938
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $11,884,554 1.55% 346,893
Mid Leeward Investments, LLC - MA $11,253,176 1.47% 328,464
Mega TWO SIGMA INVESTMENTS, LP $10,956,450 1.43% 319,803
Large HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $10,303,318 1.34% 300,739
Mega NORTHERN TRUST CORP Bank $10,168,982 1.32% 296,818
Mega VANGUARD PORTFOLIO MANAGEMENT LLC $9,541,101 1.24% 278,491
Large SEI INVESTMENTS CO $9,310,908 1.21% 271,772
Large Assenagon Asset Management S.A. $8,818,626 1.15% 257,403
Mega MORGAN STANLEY $8,637,249 1.12% 252,109
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $8,006,356 1.04% 233,694
Mid BRIDGEWAY CAPITAL MANAGEMENT, LLC $7,910,668 1.03% 230,901
Mega BANK OF AMERICA CORP /DE/ Bank $7,737,722 1.01% 225,853
Large Qube Research & Technologies Ltd $7,022,409 0.91% 204,974
Mega NEUBERGER BERMAN GROUP LLC $6,803,933 0.89% 198,597
Mega MILLENNIUM MANAGEMENT LLC $6,395,862 0.83% 186,686
Mega VANGUARD FIDUCIARY TRUST CO Bank $6,252,963 0.81% 182,515
Mega Nuveen, LLC $5,189,772 0.68% 151,482
Small ENDEAVOUR CAPITAL ADVISORS INC $4,747,990 0.62% 138,587
Mega Bank of New York Mellon Corp Bank $4,653,123 0.61% 135,818
Large Empowered Funds, LLC $4,479,974 0.58% 130,764
Large TUDOR INVESTMENT CORP ET AL $4,005,679 0.52% 116,920
Large Man Group plc $3,724,233 0.48% 108,705
Large SG Americas Securities, LLC Broker-Dealer $3,397,050 0.44% 99,155
Large Trexquant Investment LP $3,265,183 0.43% 95,306
Mega JPMORGAN CHASE & CO $3,232,430 0.42% 94,350
Mega RAYMOND JAMES FINANCIAL INC $3,195,223 0.42% 93,264
Mid MARTINGALE ASSET MANAGEMENT L P $3,186,180 0.41% 93,000
Large State of New Jersey Common Pension Fund D Pension $3,021,286 0.39% 88,187
Large Creative Planning $2,622,603 0.34% 76,550
Large PRUDENTIAL FINANCIAL INC $2,499,986 0.33% 72,971
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $2,347,184 0.31% 68,511
Mega CITADEL ADVISORS LLC $2,327,110 0.30% 67,925
Large Point72 Asset Management, L.P. $2,254,068 0.29% 65,793
Small Integrated Quantitative Investments LLC $2,214,223 0.29% 64,630
Mega FRANKLIN RESOURCES INC $2,091,433 0.27% 61,046
Mid ALGERT GLOBAL LLC $2,021,819 0.26% 59,014
Mega UBS Group AG $1,978,137 0.26% 57,739
Mega Swiss National Bank Bank $1,948,640 0.25% 56,878
Mega BNP PARIBAS ARBITRAGE, SA $1,929,763 0.25% 56,327
Mid ROYCE & ASSOCIATES LP $1,851,376 0.24% 54,039
Mega PRICE T ROWE ASSOCIATES INC /MD/ $1,681,103 0.22% 49,069
Mid LOGAN CAPITAL MANAGEMENT INC $1,665,036 0.22% 48,600
Mid Campbell & CO Investment Adviser LLC $1,647,323 0.21% 48,083
Small Everhart Financial Group, Inc. $1,632,557 0.21% 47,652
Mega BARCLAYS PLC $1,619,983 0.21% 47,285
Mega AMERIPRISE FINANCIAL INC $1,582,228 0.21% 46,183
Large Connor, Clark & Lunn Investment Management Ltd. $1,495,174 0.19% 43,642
Mid Y-Intercept (Hong Kong) Ltd $1,442,311 0.19% 42,099
Mid Smartleaf Asset Management LLC $1,301,880 0.17% 38,000
Small Compass Ion Advisors, LLC $1,276,253 0.17% 37,252
Mega Invesco Ltd. $1,264,705 0.16% 36,915
Mega PRINCIPAL FINANCIAL GROUP INC $1,245,727 0.16% 36,361
Mega RHUMBLINE ADVISERS $1,224,623 0.16% 35,745
Mega ALLIANCEBERNSTEIN L.P. $1,209,583 0.16% 35,306
Large Quantinno Capital Management LP $1,064,458 0.14% 31,070
Mega JANE STREET GROUP, LLC $962,636 0.13% 28,098
Large TEACHER RETIREMENT SYSTEM OF TEXAS Pension $923,615 0.12% 26,959
Mega LPL Financial LLC $921,799 0.12% 26,906
Mid WEDGE CAPITAL MANAGEMENT L L P/NC $913,782 0.12% 26,672
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $912,343 0.12% 26,630
Large IEQ CAPITAL, LLC $861,159 0.11% 25,136
Large Russell Investments Group, Ltd. $858,964 0.11% 25,072
Small Graves Light Lenhart Wealth, Inc. $837,657 0.11% 24,450
Large ExodusPoint Capital Management, LP $834,642 0.11% 24,362
Small BLB&B Advisors, LLC $819,396 0.11% 23,917
Mega DEUTSCHE BANK AG\ Bank $808,022 0.11% 23,585
Micro Bernardo Wealth Planning LLC $807,199 0.11% 23,561
Mega HSBC HOLDINGS PLC $799,422 0.10% 23,334
Large Universal- Beteiligungs- und Servicegesellschaft mbH $765,128 0.10% 22,333
Small IVC Wealth Advisors LLC $751,561 0.10% 21,937
Mid Legato Capital Management LLC $732,787 0.10% 21,389
Large Allianz Asset Management GmbH $726,757 0.09% 21,213
Large STRS OHIO $705,756 0.09% 20,600
Mega CITIGROUP INC $687,803 0.09% 20,076
Mega VICTORY CAPITAL MANAGEMENT INC $671,496 0.09% 19,600
Large GABELLI FUNDS LLC $671,393 0.09% 19,597
Mid Savant Capital, LLC $650,631 0.08% 18,991
Mega D. E. Shaw & Co., Inc. $642,477 0.08% 18,753
Small Bison Wealth, LLC $639,462 0.08% 18,665
Mega VANGUARD ASSET MANAGEMENT, Ltd $633,501 0.08% 18,491
Mega Legal & General Group Plc $632,576 0.08% 18,464
Mega CANADA PENSION PLAN INVESTMENT BOARD Pension $630,384 0.08% 18,400
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $593,348 0.08% 17,319
Large KLP KAPITALFORVALTNING AS $592,698 0.08% 17,300
Large Rafferty Asset Management, LLC $588,278 0.08% 17,171
Large LOS ANGELES CAPITAL MANAGEMENT LLC $567,790 0.07% 16,573
Mega Vanguard Global Advisers, LLC $546,344 0.07% 15,947

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