Univest Financial UVSP Institutional Ownership

NASDAQ UVSP

$42.15 -0.33 (-0.78%)

At close: Sep 21, 2026 · 4:00 PM EDT

Institutions by Trading Activity

221 Institutions

Increased 114 51.6%

Unchanged 52 23.5%

Reduced 55 24.9%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

82.61%

▲+2.80 pp QoQ

Shares Held by Institutions

22.92Mn

of 27.74Mn outstanding

▲+4.58% QoQ

Shares Outstanding

27.74Mn

4.82Mn held outside 13F filers

Institutional Investors

221

filed 13F for Jun 2026

▲+12 vs prior quarter

Net Shares Added (QoQ)

+1.00Mn

accumulated since last quarter

Value of Holdings

$973.52Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

UNIVEST FINANCIAL Corp (NASDAQ:UVSP) has 221 institutional investors with active 13F positions as of June 2026.

Collectively, these holders controlled 82.6% of Univest Financial's outstanding shares in June 2026, up from 79.8% in March 2026.
Their total shares held in UVSP increased 4.58% from the prior quarter, while the number of investors in Univest Financial increased 20.77% year over year.
During the quarter, 114 of these 221 funds increased positions in UVSP, 55 reduced exposure, and 52 held steady.
Institutional investors collectively held 22.92Mn shares in Univest Financial as of June 2026, up by 1.0Mn shares quarter on quarter, and up 213.27K shares year over year.
BlackRock, Inc. leads ownership in UVSP with 3.42Mn shares as of June 30, 2026, equal to 12.32% of outstanding shares.
Top purchasers of UVSP stock for the quarter ending June 2026 included BlackRock, Inc. (306.16K), Sixth Street Partners Management Company, L.P. (236.31K), ACADIAN ASSET MANAGEMENT LLC (155.79K), Nuveen, LLC (121.43K), TWO SIGMA INVESTMENTS, LP (104.45K).
The largest sellers of Univest Financial for the quarter ending June 2026 were FMR LLC (331.8K), MANUFACTURERS LIFE INSURANCE COMPANY, THE (331.53K), Qube Research & Technologies Ltd (90.52K), Goldman Sachs Group Inc (77.1K), RENAISSANCE TECHNOLOGIES LLC (67.95K).
Per Business Quant data, the top 10 holders of Univest Financial for the quarter ending June 2026 are BlackRock, Inc. (3.42Mn), DIMENSIONAL FUND ADVISORS LP (1.9Mn), FMR LLC (1.57Mn), VANGUARD CAPITAL MANAGEMENT LLC (1.19Mn), State Street Corp (991.98K), AMERICAN CENTURY COMPANIES INC (846.28K), PZENA INVESTMENT MANAGEMENT LLC (834.63K), GEODE CAPITAL MANAGEMENT, LLC (823.66K), MANUFACTURERS LIFE INSURANCE COMPANY, THE (764.03K), RENAISSANCE TECHNOLOGIES LLC (515.79K).

Form 13F Holdings

221 Institutional Holders

Report period 30 Jun, 2026

Total shares held 22.92Mn

Of outstanding 82.61%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	3,417,251	12.32%	▲306,159	+9.84%	$149.50Mn
2	DIMENSIONAL FUND ADVISORS LP	0000354204	1,896,670	6.84%	▲10,435	+0.55%	$82.98Mn
3	FMR LLC	0000315066	1,570,525	5.66%	▼331,799	-17.44%	$68.71Mn
4	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	1,187,660	4.28%	▼29,683	-2.44%	$51.96Mn
5	State Street Corp	0000093751	991,985	3.58%	▲58,299	+6.24%	$43.40Mn
6	AMERICAN CENTURY COMPANIES INC	0000748054	846,282	3.05%	▲88,280	+11.65%	$37.02Mn
7	PZENA INVESTMENT MANAGEMENT LLC	0001027796	834,628	3.01%	▼7,797	-0.93%	$36.51Mn
8	GEODE CAPITAL MANAGEMENT, LLC	0001214717	823,655	2.97%	▲32,711	+4.14%	$36.04Mn
9	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0000928047	764,026	2.75%	▼331,529	-30.26%	$33.43Mn
10	RENAISSANCE TECHNOLOGIES LLC	0001037389	515,789	1.86%	▼67,945	-11.64%	$22.57Mn
11	UNIVEST FINANCIAL Corp	0000102212	503,433	1.81%	▲1,682	+0.34%	$22.03Mn
12	AQR CAPITAL MANAGEMENT LLC	0001167557	435,006	1.57%	▲84,068	+23.96%	$19.03Mn
13	TWO SIGMA INVESTMENTS, LP	0001179392	424,252	1.53%	▲104,449	+32.66%	$18.56Mn
14	Assenagon Asset Management S.A.	0001546007	358,183	1.29%	▲100,780	+39.15%	$15.67Mn
15	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0001164508	351,281	1.27%	▲4,388	+1.26%	$15.37Mn
16	Leeward Investments, LLC - MA	0001923173	321,438	1.16%	▼7,026	-2.14%	$14.06Mn
17	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	317,908	1.15%	▲39,417	+14.15%	$13.91Mn
18	Northern Trust Corp	0000073124	307,272	1.11%	▲10,454	+3.52%	$13.44Mn
19	Sei Investments Co	0000350894	290,405	1.05%	▲18,633	+6.86%	$12.71Mn
20	Goldman Sachs Group Inc	0000886982	281,615	1.02%	▼77,095	-21.49%	$12.32Mn

Showing 1 to 20 of 221 holders