Univest Financial UVSP Institutional Ownership

NASDAQ UVSP
$41.63 +0.61 (+1.49%)
As of: Oct 20, 2026 · 2:35 PM EDT

Institutions by Trading Activity

220 Institutions
Increased 113 51.4%
Unchanged 52 23.6%
Reduced 55 25.0%

Ownership Statistics

13F · as of 30 Jun, 2026
Institutional Ownership
81.76%
▲+2.00 pp QoQ
Shares Held by Institutions
22.68Mn
of 27.74Mn outstanding
▲+1.44% QoQ
Shares Outstanding
27.74Mn
5.06Mn held outside 13F filers
Institutional Investors
220
filed 13F for Jun 2026
▲+11 vs prior quarter
Net Shares Added (QoQ)
+321.93K
accumulated since last quarter
Value of Holdings
$931.05Mn
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

Univest Financial Corp (NASDAQ:UVSP) was reported as a holding by 220 institutional investors in 13F filings for the quarter ended June 30, 2026.

Form 13F Holdings

220 Institutional Holders

Report period 30 Jun, 2026
Total shares held 22.68Mn
Of outstanding 81.76%
Download Data
# 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