UVSP
Univest Financial Corporation · Financial Services · Banks - Regional
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
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | -1 | 19.88K | $820,311 | n/a | −1 |
| 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 | n/a |
| Q3 2025 | 14 | 0 | 11.51M | $345.44M | n/a | n/a |
| 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 | n/a | n/a |
| Q3 2024 | 7 | -1 | 2.02M | $56.95M | n/a | −1 |
| Q2 2024 | 8 | n/a | 1.97M | $45.04M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 3.23M | n/a | $97.11M | 0.0% | n/c | 1 | SEC ↗ ×12 |
| 2 | Fidelity (FMR) ✦ | 2.60M | n/a | $77.99M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | The Vanguard Group ✦ (passive) | 1.73M | n/a | $51.83M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 4 | State Street Global Advisors ✦ (passive) | 872.63K | +2.5% | $26.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Geode Capital Management ✦ (passive) | 773.73K | +5.0% | $23.24M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 6 | Renaissance Technologies ✦ | 625.49K | -2.9% | $18.79M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 7 | Arrowstreet Capital ✦ | 359.74K | +26.9% | $10.81M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | AQR Capital Management ✦ | 299.40K | -2.6% | $8.99M | 0.0% | ▼ Trim | 5 | SEC ↗ ×5 |
| 9 | Millennium Management ✦ | 133.66K | New | $4.02M | 0.0% | New | 1 | SEC ↗ |
| 10 | Two Sigma Investments ✦ | 111.68K | +64.0% | $3.35M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 11 | 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.
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)
Director · 5.00K sh · $208,450
Director · 8.00K sh · $344,280
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology