Security record
UVSP
Univest Financial Corporation · Financial Services · Banks - Regional
87Tracked holders
+4Δ holders
18.65MShares held
$815.65MReported value
+7New positions
−5Exits
Momentum inputs (comparable managers):
holder breadth +4.8% ·
share flow +2.5% ·
net new positions +2.3%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 87 | +4 | 18.65M | $815.65M | +7 | −5 |
| Q1 2026 | 88 | +6 | 18.26M | $625.58M | +7 | −1 |
| Q4 2025 | 82 | +2 | 18.34M | $600.54M | +2 | — |
| Q3 2025 | 14 | 0 | 11.51M | $345.44M | — | — |
| Q2 2025 | 11 | 0 | 10.77M | $323.57M | +1 | −1 |
| Q1 2025 | 8 | 0 | 2.94M | $83.36M | +1 | −1 |
| Q4 2024 | 8 | 0 | 2.92M | $86.24M | — | — |
| Q3 2024 | 7 | -1 | 2.02M | $56.95M | — | −1 |
| Q2 2024 | 8 | — | 1.97M | $45.04M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 3.42M | +9.8% | $149.50M | 0.0% | ▲ Add | 5 | SEC ↗ ×12 |
| 2 | Dimensional Fund Advisors Lp | 1.90M | +0.6% | $82.98M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 3 | Fidelity (FMR) ✦ | 1.57M | -17.4% | $68.71M | 0.0% | ▼ Trim | 5 | SEC ↗ ×4 |
| 4 | Vanguard Capital Management Llc | 1.19M | -2.4% | $51.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | State Street Global Advisors ✦ (passive) | 991.99K | +6.2% | $43.40M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 6 | American Century Companies Inc | 846.28K | +11.7% | $37.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Geode Capital Management ✦ (passive) | 823.65K | +4.1% | $36.04M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 8 | Manufacturers Life Insurance… | 764.03K | -30.3% | $33.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Assenagon Asset Management S.A. | 716.37K | +178.3% | $31.34M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Renaissance Technologies ✦ | 515.79K | -11.6% | $22.57M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 435.01K | +24.0% | $19.03M | 0.0% | ▲ Add | 9 | SEC ↗ ×8 |
| 12 | Two Sigma Investments ✦ | 424.25K | +32.7% | $18.56M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 13 | Arrowstreet Capital ✦ | 351.28K | +1.3% | $15.37M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 14 | Northern Trust Corp | 307.27K | +3.5% | $13.44M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 15 | Sei Investments Co | 290.40K | +6.9% | $12.71M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 16 | Goldman Sachs Group ✦ | 281.62K | -21.5% | $12.32M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 17 | Nuveen, LLC | 272.92K | +80.2% | $11.94M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 18 | Hotchkis & Wiley Capital Management… | 267.17K | -11.2% | $11.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 250.74K | -0.5% | $10.97M | 0.0% | ▼ Trim | 4 | SEC ↗ ×11 |
| 20 | Charles Schwab Investment… | 236.31K | +1.1% | $10.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Bank Of America Corp /De/ | 206.87K | -8.4% | $9.05M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 22 | Neuberger Berman Group LLC | 187.20K | -5.7% | $8.19M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 23 | Millennium Management ✦ | 145.91K | -21.8% | $6.38M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 24 | Bank of New York Mellon Corp | 140.20K | +3.2% | $6.13M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 25 | Point72 Asset Management ✦ | 131.81K | +100.3% | $5.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Tudor Investment Corp Et Al | 128.46K | +9.9% | $5.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Man Group plc | 124.68K | +14.7% | $5.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Qube Research & Technologies Ltd | 114.45K | -44.2% | $5.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | UBS Group AG | 95.62K | +65.6% | $4.18M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 30 | JPMorgan Chase ✦ | 89.48K | -5.2% | $3.95M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 31 | Raymond James Financial Inc | 86.97K | -6.8% | $3.80M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 32 | Creative Planning | 85.82K | +12.1% | $3.75M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 33 | Ameriprise Financial Inc | 82.55K | +78.8% | $3.61M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 34 | Bnp Paribas Financial Markets | 81.64K | +44.9% | $3.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Prudential Financial Inc | 70.05K | -4.0% | $3.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | UBS AM, a distinct business unit of… | 67.62K | -1.3% | $2.96M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 37 | Franklin Resources Inc | 65.78K | +7.8% | $2.88M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 38 | T. Rowe Price ✦ | 59.73K | +21.7% | $2.61M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 39 | Swiss National Bank | 56.88K | 0.0% | $2.49M | 0.0% | Held | 3 | SEC ↗ |
| 40 | Russell Investments Group, Ltd. | 54.54K | +117.5% | $2.39M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 41 | Hsbc Holdings Plc | 52.47K | +124.9% | $2.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Barclays Plc | 49.42K | +4.5% | $2.16M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 43 | Quantinno Capital Management LP | 39.91K | +28.5% | $1.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Principal Financial Group Inc | 38.84K | +6.8% | $1.70M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 45 | Rhumbline Advisers | 37.76K | +5.6% | $1.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Invesco Ltd. | 37.05K | +0.4% | $1.62M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 47 | Citigroup Inc | 30.24K | +50.6% | $1.32M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 48 | Deutsche Bank Ag\ | 28.88K | +22.4% | $1.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Alliancebernstein L.P. | 35.37K | +0.2% | $1.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Wells Fargo & Company/Mn | 25.52K | +106.9% | $1.12M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 51 | Legal & General Group Plc | 22.03K | +19.3% | $963,990 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 52 | LPL Financial LLC | 21.88K | -18.7% | $957,149 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Allianz Asset Management GmbH | 21.21K | 0.0% | $928,069 | 0.0% | Held | 3 | SEC ↗ |
| 54 | Mariner, LLC | 19.18K | +35.1% | $839,123 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Connor, Clark & Lunn Investment… | 18.94K | -56.6% | $828,800 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | Victory Capital Management Inc | 18.93K | -3.4% | $827,969 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Wealth Enhancement Advisory… | 18.82K | +21.8% | $817,849 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | Canada Pension Plan Investment Board | 18.40K | 0.0% | $805,000 | 0.0% | Held | 3 | SEC ↗ |
| 59 | D. E. Shaw & Co. ✦ | 17.33K | -7.6% | $758,188 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Mercer Global Advisors Inc /Adv | 14.31K | +33.3% | $626,107 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 12.91K | -2.0% | $564,813 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | First Manhattan Co. Llc. | 12.43K | 0.0% | $543,988 | 0.0% | Held | 3 | SEC ↗ |
| 63 | Universal- Beteiligungs- und… | 11.54K | -48.3% | $504,920 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 64 | Jones Financial Companies Lllp | 11.16K | -5.2% | $495,726 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 65 | Commonwealth Equity Services, Llc | 10.67K | 0.0% | $466,910 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | Cerity Partners LLC | 10.62K | +2.5% | $464,494 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 67 | First Trust Advisors Lp | 10.09K | -0.8% | $441,503 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 68 | Zurcher Kantonalbank (Zurich… | 9.34K | 0.0% | $408,625 | 0.0% | Held | 3 | SEC ↗ |
| 69 | New York State Common Retirement… | 9.31K | 0.0% | $407,488 | 0.0% | Held | 3 | SEC ↗ |
| 70 | State Board Of Administration Of… | 8.28K | 0.0% | $362,163 | 0.0% | Held | 3 | SEC ↗ |
| 71 | Empower Advisory Group, LLC | 8.22K | 0.0% | $359,494 | 0.0% | Held | 3 | SEC ↗ |
| 72 | Lazard Asset Management Llc | 7.35K | New | $321,738 | 0.0% | New | 1 | SEC ↗ |
| 73 | Fifth Third Bancorp | 6.99K | -8.1% | $305,594 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 74 | Pnc Financial Services Group, Inc. | 6.88K | -2.3% | $301,002 | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 75 | Voya Investment Management Llc | 6.18K | New | $270,419 | 0.0% | New | 1 | SEC ↗ |
| 76 | Captrust Financial Advisors | 5.39K | New | $235,681 | 0.0% | New | 1 | SEC ↗ |
| 77 | Pictet Asset Management Holding SA | 5.26K | New | $230,300 | 0.0% | New | 1 | SEC ↗ |
| 78 | Mirae Asset Global Investments Co.… | 2.63K | New | $115,150 | 0.0% | New | 1 | SEC ↗ |
| 79 | Royal Bank Of Canada | 1.41K | -14.6% | $61,000 | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 80 | Rockefeller Capital Management L.P. | 811 | +131.7% | $35,481 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 81 | Us Bancorp \De\ | 640 | +1.4% | $28,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 82 | Federated Hermes, Inc. | 405 | +49.5% | $17,719 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 83 | BNP Paribas Asset Management… | 381 | -6.8% | $16,669 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 84 | Optiver Holding B.V. | 203 | +66.4% | $8,881 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 85 | Osaic Holdings, Inc. | 169 | +412.1% | $7,394 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 86 | Simplex Trading, Llc | 70 | New | $3,062 | 0.0% | New | 1 | SEC ↗ |
| 87 | Assetmark, Inc | 38 | New | $1,663 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Lazard Asset Management Llc | $321,738 | 0.0% |
| Voya Investment Management Llc | $270,419 | 0.0% |
| Captrust Financial Advisors | $235,681 | 0.0% |
| Pictet Asset Management… | $230,300 | 0.0% |
| Mirae Asset Global… | $115,150 | 0.0% |
| Simplex Trading, Llc | $3,062 | 0.0% |
| Assetmark, Inc | $1,663 | 0.0% |
Exited
| Citadel Advisors | $2.33M | was 0.0% |
| Jane Street Group, Llc | $962,638 | was 0.0% |
| Susquehanna International… | $593,349 | was 0.0% |
| Amundi | $440,138 | was 0.0% |
| HighTower Advisors, LLC | $241,519 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 206 holders, 22.27M shares, $754.15M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Aug 24
PETRO THOMAS M
Director · 5.00K sh · $208,450
Aug 13
Turner Michael L.
Director · 8.00K sh · $344,280
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
Aug 06
SC 13G/A — FMR LLC
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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