UNIVEST FINANCIAL CORPORATIO (UVSP)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
210
Reporting holders
$1.0B
Reported value
83.1%
Of shares outstanding
0.0%
Held as options
+11
Holder change
Institutions report 22,906,202 shares against 27,580,768 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $149.5M | 3,417,251 | 0.00% | 8q | +9.8%+$13.4M |
| DIMENSIONAL FUND ADVISORS LP | $83.0M | 1,896,670 | 0.02% | 31q | +0.6%+$456.5K |
| FMR LLC | $68.7M | 1,570,525 | 0.00% | 31q | -17.4%-$14.5M |
| VANGUARD CAPITAL MANAGEMENT LLC | $52.0M | 1,187,660 | 0.00% | 2q | -2.4%-$1.3M |
| STATE STREET CORP | $43.4M | 991,985 | 0.00% | 31q | +6.2%+$2.6M |
| AMERICAN CENTURY COMPANIES INC | $37.0M | 846,282 | 0.02% | 21q | +11.6%+$3.9M |
| PZENA INVESTMENT MANAGEMENT LLC | $36.5M | 834,628 | 0.11% | 26q | -0.9%-$341.1K |
| GEODE CAPITAL MANAGEMENT, LLC | $36.0M | 823,655 | 0.00% | 31q | +4.1%+$1.4M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $33.4M | 764,026 | 0.03% | 31q | -30.3%-$14.5M |
| Assenagon Asset Management S.A. | $31.3M | 716,366 | 0.02% | 2q | +178.3%+$20.1M |
| RENAISSANCE TECHNOLOGIES LLC | $22.6M | 515,789 | 0.03% | 31q | -11.6%-$3.0M |
| UNIVEST FINANCIAL Corp | $22.0M | 503,433 | 1.08% | 31q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $19.0M | 435,006 | 0.01% | 30q | +24.0%+$3.7M |
| TWO SIGMA INVESTMENTS, LP | $18.6M | 424,252 | 0.01% | 21q | +32.7%+$4.6M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $15.4M | 351,281 | 0.01% | 14q | +1.3%+$192.0K |
| Leeward Investments, LLC - MA | $14.1M | 321,438 | 0.64% | 18q | -2.1%-$307.4K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $13.9M | 317,908 | 0.00% | 2q | +14.2%+$1.7M |
| NORTHERN TRUST CORP | $13.4M | 307,272 | 0.00% | 31q | +3.5%+$457.4K |
| SEI INVESTMENTS CO | $12.7M | 290,405 | 0.01% | 31q | +6.9%+$815.3K |
| GOLDMAN SACHS GROUP INC | $12.3M | 281,615 | 0.00% | 31q | -21.5%-$3.4M |
| Nuveen, LLC | $11.9M | 272,915 | 0.00% | 6q | +80.2%+$5.3M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $11.7M | 267,169 | 0.03% | 30q | -11.2%-$1.5M |
| MORGAN STANLEY | $11.0M | 250,739 | 0.00% | 35q | -0.5%-$59.9K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $10.5M | 239,352 | 0.18% | 31q | +3.7%+$369.7K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $10.3M | 236,309 | 0.00% | 31q | +1.1%+$114.4K |
| Sixth Street Partners Management Company, L.P. | $10.3M | 236,309 | 0.00% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $9.1M | 206,866 | 0.00% | 31q | -8.4%-$830.7K |
| NEUBERGER BERMAN GROUP LLC | $8.2M | 187,196 | 0.01% | 31q | -5.7%-$498.8K |
| VANGUARD FIDUCIARY TRUST CO | $8.0M | 183,258 | 0.00% | 2q | HELD |
| MILLENNIUM MANAGEMENT LLC | $6.4M | 145,915 | 0.00% | 5q | -21.8%-$1.8M |
| Bank of New York Mellon Corp | $6.1M | 140,196 | 0.00% | 31q | +3.2%+$191.5K |
| Empowered Funds, LLC | $6.1M | 139,215 | 0.03% | 2q | +6.5%+$369.7K |
| Trexquant Investment LP | $6.0M | 136,540 | 0.04% | 4q | +43.3%+$1.8M |
| Point72 Asset Management, L.P. | $5.8M | 131,806 | 0.01% | 3q | +100.3%+$2.9M |
| TUDOR INVESTMENT CORP ET AL | $5.6M | 128,460 | 0.01% | 2q | +9.9%+$504.9K |
| Man Group plc | $5.5M | 124,683 | 0.01% | 3q | +14.7%+$699.0K |
| Qube Research & Technologies Ltd | $5.0M | 114,449 | 0.00% | 4q | -44.2%-$4.0M |
| ALGERT GLOBAL LLC | $4.2M | 96,361 | 0.05% | 3q | -18.4%-$947.9K |
| UBS Group AG | $4.2M | 95,622 | 0.00% | 31q | +65.6%+$1.7M |
| JPMORGAN CHASE & CO | $4.0M | 89,479 | 0.00% | 31q | -5.2%-$215.2K |
| RAYMOND JAMES FINANCIAL INC | $3.8M | 86,968 | 0.00% | 7q | -6.8%-$275.5K |
| Creative Planning | $3.8M | 85,822 | 0.00% | 13q | +12.1%+$405.7K |
| AMERIPRISE FINANCIAL INC | $3.6M | 82,550 | 0.00% | 30q | -10.6%-$429.5K |
| BNP PARIBAS FINANCIAL MARKETS | $3.6M | 81,640 | 0.00% | 30q | +44.9%+$1.1M |
| MARTINGALE ASSET MANAGEMENT L P | $3.5M | 80,878 | 0.08% | 9q | -13.0%-$530.3K |
| PRUDENTIAL FINANCIAL INC | $3.1M | 70,051 | 0.00% | 31q | -4.0%-$127.7K |
| State of New Jersey Common Pension Fund D | $3.0M | 69,434 | 0.01% | 21q | -21.3%-$820.4K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $3.0M | 67,622 | 0.00% | 31q | -1.3%-$38.9K |
| FRANKLIN RESOURCES INC | $2.9M | 65,780 | 0.00% | 10q | +7.8%+$207.1K |
| Campbell & CO Investment Adviser LLC | $2.9M | 65,309 | 0.15% | 11q | +35.8%+$753.6K |
| Integrated Quantitative Investments LLC | $2.8M | 64,630 | 0.46% | 3q | HELD |
| Swiss National Bank | $2.5M | 56,878 | 0.00% | 31q | HELD |
| Russell Investments Group, Ltd. | $2.4M | 54,539 | 0.00% | 5q | +117.5%+$1.3M |
| HSBC HOLDINGS PLC | $2.3M | 52,472 | 0.00% | 3q | +124.9%+$1.3M |
| ROYCE & ASSOCIATES LP | $2.2M | 50,865 | 0.02% | 11q | -5.9%-$138.9K |
| BARCLAYS PLC | $2.2M | 49,424 | 0.00% | 31q | +4.5%+$93.6K |
| LOGAN CAPITAL MANAGEMENT INC | $2.1M | 48,600 | 0.08% | 31q | HELD |
| Everhart Financial Group, Inc. | $2.1M | 47,881 | 0.13% | 12q | HELD |
| Quantinno Capital Management LP | $1.7M | 39,915 | 0.00% | 4q | +28.5%+$387.0K |
| PRINCIPAL FINANCIAL GROUP INC | $1.7M | 38,841 | 0.00% | 2q | +6.8%+$108.5K |
| Smartleaf Asset Management LLC | $1.7M | 38,000 | 0.05% | 11q | HELD |
| RHUMBLINE ADVISERS | $1.7M | 37,762 | 0.00% | 31q | +5.6%+$88.2K |
| Compass Ion Advisors, LLC | $1.6M | 37,255 | 0.14% | 27q | HELD |
| Invesco Ltd. | $1.6M | 37,055 | 0.00% | 31q | HELD |
| Savant Capital, LLC | $1.3M | 34,781 | 0.00% | 4q | +83.1%+$609.0K |
| CITIGROUP INC | $1.3M | 30,243 | 0.00% | 31q | +50.6%+$444.8K |
| IEQ CAPITAL, LLC | $1.3M | 29,610 | 0.01% | 6q | +17.8%+$195.7K |
| DEUTSCHE BANK AG\ | $1.3M | 28,876 | 0.00% | 34q | +22.4%+$231.5K |
| MERCER GLOBAL ADVISORS INC /ADV | $1.3M | 28,622 | 0.00% | 4q | +166.7%+$782.6K |
| ALLIANCEBERNSTEIN L.P. | $1.2M | 35,370 | 0.00% | 31q | HELD |
| Magnetar Financial LLC | $1.2M | 26,691 | 0.01% | new | NEW |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $1.2M | 26,532 | 0.00% | 16q | -1.6%-$18.7K |
| WELLS FARGO & COMPANY/MN | $1.1M | 25,522 | 0.00% | 31q | +3.5%+$37.4K |
| Graves Light Lenhart Wealth, Inc. | $1.1M | 24,450 | 0.10% | 2q | HELD |
| Bernardo Wealth Planning LLC | $1.1M | 24,271 | 0.18% | 10q | +3.0%+$31.1K |
| BLB&B Advisors, LLC | $1.0M | 23,392 | 0.04% | 31q | -2.2%-$23.0K |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $1.0M | 22,875 | 0.02% | 13q | -14.2%-$166.1K |
| Legal & General Group Plc | $964.0K | 22,034 | 0.00% | 31q | +19.3%+$156.2K |
| IVC Wealth Advisors LLC | $959.7K | 21,937 | 0.37% | 23q | HELD |
| LPL Financial LLC | $957.1K | 21,878 | 0.00% | 20q | -18.7%-$220.0K |
| Legato Capital Management LLC | $935.8K | 21,389 | 0.08% | 3q | HELD |
| Global Retirement Partners, LLC | $933.1K | 21,327 | 0.01% | 2q | +10.7%+$90.3K |
| GABELLI FUNDS LLC | $918.8K | 21,000 | 0.01% | 5q | +7.2%+$61.4K |
| STRS OHIO | $866.2K | 19,800 | 0.00% | 31q | -3.9%-$35.0K |
| Mariner, LLC | $839.1K | 19,179 | 0.00% | 3q | +35.1%+$218.1K |
| Merit Financial Group, LLC | $831.8K | 19,012 | 0.00% | new | NEW |
| Connor, Clark & Lunn Investment Management Ltd. | $828.8K | 18,944 | 0.00% | 8q | -56.6%-$1.1M |
| VICTORY CAPITAL MANAGEMENT INC | $828.0K | 18,925 | 0.00% | 31q | -3.4%-$29.5K |
| Bison Wealth, LLC | $825.2K | 18,665 | 0.08% | 6q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $817.8K | 18,823 | 0.00% | 8q | +21.8%+$146.6K |
| VANGUARD ASSET MANAGEMENT, Ltd | $809.0K | 18,491 | 0.00% | 2q | HELD |
| CANADA PENSION PLAN INVESTMENT BOARD | $805.0K | 18,400 | 0.00% | 3q | HELD |
| D. E. Shaw & Co., Inc. | $758.2K | 17,330 | 0.00% | 2q | -7.6%-$62.3K |
| KLP KAPITALFORVALTNING AS | $756.9K | 17,300 | 0.00% | 7q | HELD |
| Allianz Asset Management GmbH | $726.8K | 21,213 | 0.00% | 6q | HELD |
| MetLife Investment Management, LLC | $725.4K | 16,580 | 0.00% | 32q | +5.6%+$38.3K |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $725.1K | 16,573 | 0.00% | 30q | HELD |
| XTX Topco Ltd | $713.6K | 16,311 | 0.01% | 2q | +60.1%+$267.7K |
| Quadrature Capital Ltd | $712.2K | 16,280 | 0.01% | new | NEW |
| Vanguard Global Advisers, LLC | $697.7K | 15,947 | 0.00% | 2q | HELD |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-06 | 13G/A | FMR LLCwith 1 co-filers | 5.6% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 210 | $1.0B | 22,906,202 | 26 | 66 | 58 | 0.0% |
| Q1 2026 | 199 | $763.4M | 22,285,618 | 25 | 66 | 50 | 0.2% |
| Q4 2025 | 181 | $717.7M | 21,972,352 | 26 | 57 | 53 | 0.0% |
| Q3 2025 | 169 | $667.2M | 22,226,379 | 23 | 56 | 39 | 0.0% |
| Q2 2025 | 165 | $672.6M | 22,386,213 | 17 | 57 | 47 | 0.0% |
| Q1 2025 | 162 | $640.1M | 22,566,740 | 18 | 50 | 46 | 0.0% |
| Q4 2024 | 156 | $661.0M | 22,400,189 | 17 | 46 | 35 | 0.0% |
| Q3 2024 | 137 | $622.5M | 22,122,098 | 23 | 37 | 43 | 0.0% |
| Q2 2024 | 127 | $490.8M | 21,506,382 | 14 | 33 | 41 | 0.0% |
| Q1 2024 | 123 | $449.1M | 21,565,719 | 14 | 38 | 31 | 0.0% |
| Q4 2023 | 124 | $472.6M | 21,455,215 | 12 | 45 | 31 | 0.0% |
| Q3 2023 | 117 | $358.0M | 20,601,590 | 9 | 46 | 34 | 0.0% |
| Q2 2023 | 121 | $373.2M | 20,615,368 | 14 | 41 | 36 | 0.0% |
| Q1 2023 | 119 | $540.4M | 22,799,968 | 12 | 38 | 41 | 0.0% |
| Q4 2022 | 110 | $451.2M | 17,286,739 | 8 | 39 | 28 | 0.0% |
| Q3 2022 | 141 | $496.4M | 21,136,542 | 15 | 34 | 48 | 0.0% |
| Q2 2022 | 137 | $542.1M | 21,305,691 | 7 | 41 | 50 | 0.0% |
| Q1 2022 | 148 | $574.7M | 21,466,270 | 18 | 45 | 44 | 0.0% |
| Q4 2021 | 141 | $639.6M | 21,387,815 | 9 | 48 | 43 | 0.0% |
| Q3 2021 | 137 | $577.4M | 21,081,757 | 13 | 40 | 39 | 0.0% |
| Q2 2021 | 137 | $550.0M | 20,844,362 | 12 | 45 | 46 | 0.0% |
| Q1 2021 | 137 | $600.2M | 20,996,814 | 19 | 39 | 51 | 0.0% |
| Q4 2020 | 127 | $423.6M | 20,555,673 | 11 | 32 | 43 | 0.0% |
| Q3 2020 | 125 | $289.7M | 20,135,984 | 11 | 32 | 49 | 0.0% |
| Q2 2020 | 133 | $330.0M | 20,461,144 | 14 | 47 | 39 | 0.1% |
| Q1 2020 | 128 | $328.1M | 20,101,537 | 6 | 43 | 45 | 0.0% |
| Q4 2019 | 149 | $554.4M | 20,575,398 | 15 | 53 | 42 | 0.0% |
| Q3 2019 | 140 | $505.9M | 19,826,164 | 14 | 55 | 33 | 0.0% |
| Q2 2019 | 139 | $521.1M | 19,837,493 | 19 | 40 | 40 | 0.0% |
| Q1 2019 | 130 | $493.5M | 20,169,340 | 24 | 40 | 34 | 0.0% |
| Q4 2018 | 114 | $426.6M | 19,799,392 | 3 | 2 | 2 | 0.0% |