Trade Filings
Managers Stocks Filings Superinvestors
Signals Institutional Buying Institutional Selling Insider Activity 13D & 13G Watch Sector Rotation
Tools Stock Screener Manager Screener Compare Managers Consensus Baskets All Research Tools Data API
Learn & AI Learn Ask the Data AI Agents
News ★ Saved
About About us Methodology Contact Disclaimer
Reader
DATA PLANS

Historical data downloads — coming with accounts.

API GATEWAY

Free read-only JSON access to the site's cached data.

Dark mode

🧭 Guided View
New to markets — prices, yields, YTD, market cap? We explain every term as you browse, in plain English. Same data, with the help built in.

⚡ Expert View
You already know the market. Just the data — clean, fast and compact, with no extra explanations. This is the default view.

Interface language
Security record · archived quarter

UVSP

Univest Financial Corporation · Financial Services · Banks - Regional

41.66 +0.4% mkt cap $1.15B quote delayed (FMP) · as of Aug 26 21:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
11Tracked holders
0Δ holders
10.77MShares held
$323.57MReported value
+1New positions
−1Exits
Stable Conviction score 57/100 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +2.6% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 88 +3 18.66M $815.74M +7 −4
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
Holder count
Who holds it · Q2 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock (passive) 3.23M $97.11M 0.0% n/c 1 SEC ↗
2 BlackRock (passive) 3.23M $97.11M 0.0% n/c 1 SEC ↗
3 BlackRock (passive) 3.23M $97.11M 0.0% n/c 1 SEC ↗
4 BlackRock (passive) 3.23M $97.11M 0.0% n/c 1 SEC ↗
5 BlackRock (passive) 3.23M $97.11M 0.0% n/c 1 SEC ↗
6 BlackRock (passive) 3.23M $97.11M 0.0% n/c 1 SEC ↗
7 BlackRock (passive) 3.23M $97.11M 0.0% n/c 1 SEC ↗
8 BlackRock (passive) 3.23M $97.11M 0.0% n/c 1 SEC ↗
9 BlackRock (passive) 3.23M $97.11M 0.0% n/c 1 SEC ↗
10 BlackRock (passive) 3.23M $97.11M 0.0% n/c 1 SEC ↗
11 BlackRock (passive) 3.23M $97.11M 0.0% n/c 1 SEC ↗
12 BlackRock (passive) 3.23M $97.11M 0.0% n/c 1 SEC ↗
13 Fidelity (FMR) 2.60M $77.99M 0.0% n/c 1 SEC ↗
14 Fidelity (FMR) 2.60M $77.99M 0.0% n/c 1 SEC ↗
15 Fidelity (FMR) 2.60M $77.99M 0.0% n/c 1 SEC ↗
16 The Vanguard Group (passive) 1.73M $51.83M 0.0% n/c 1 SEC ↗
17 The Vanguard Group (passive) 1.73M $51.83M 0.0% n/c 1 SEC ↗
18 The Vanguard Group (passive) 1.73M $51.83M 0.0% n/c 1 SEC ↗
19 The Vanguard Group (passive) 1.73M $51.83M 0.0% n/c 1 SEC ↗
20 The Vanguard Group (passive) 1.73M $51.83M 0.0% n/c 1 SEC ↗
21 State Street Global Advisors (passive) 872.63K +2.5% $26.21M 0.0% ▲ Add 3 SEC ↗
22 Geode Capital Management (passive) 773.73K +5.0% $23.24M 0.0% ▲ Add 5 SEC ↗
23 Geode Capital Management (passive) 773.73K +5.0% $23.24M 0.0% ▲ Add 5 SEC ↗
24 Renaissance Technologies 625.49K -2.9% $18.79M 0.0% ▼ Trim 5 SEC ↗
25 Arrowstreet Capital 359.74K +26.9% $10.81M 0.0% ▲ Add 5 SEC ↗
26 AQR Capital Management 299.40K -2.6% $8.99M 0.0% ▼ Trim 5 SEC ↗
27 AQR Capital Management 299.40K -2.6% $8.99M 0.0% ▼ Trim 5 SEC ↗
28 AQR Capital Management 299.40K -2.6% $8.99M 0.0% ▼ Trim 5 SEC ↗
29 AQR Capital Management 299.40K -2.6% $8.99M 0.0% ▼ Trim 5 SEC ↗
30 AQR Capital Management 299.40K -2.6% $8.99M 0.0% ▼ Trim 5 SEC ↗
31 Millennium Management 133.66K New $4.02M 0.0% New 1 SEC ↗
32 Two Sigma Investments 111.68K +64.0% $3.35M 0.0% ▲ Add 5 SEC ↗
33 T. Rowe Price 40.63K +2.3% $1.22M 0.0% ▲ Add 5 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Millennium Management $4.02M 0.0%

Exited

Citadel Advisors $228,723 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.

Insider transactions

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

Beneficial ownership
Aug 06 SC 13G/A — FMR LLC

View original SEC filing ↗

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 2025 · Methodology · Get this via the API