Security record · archived quarter
UVSP
Univest Financial Corporation · Financial Services · Banks - Regional
14Tracked holders
0Δ holders
11.51MShares held
$345.44MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -0.4% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — | — |
Who holds it · Q3 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 3.09M | -4.4% | $92.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 3.09M | -4.4% | $92.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 3.09M | -4.4% | $92.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 3.09M | -4.4% | $92.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 3.09M | -4.4% | $92.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 3.09M | -4.4% | $92.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 3.09M | -4.4% | $92.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 3.09M | -4.4% | $92.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 3.09M | -4.4% | $92.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 3.09M | -4.4% | $92.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 3.09M | -4.4% | $92.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Fidelity (FMR) ✦ | 2.59M | -0.3% | $77.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Fidelity (FMR) ✦ | 2.59M | -0.3% | $77.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Fidelity (FMR) ✦ | 2.59M | -0.3% | $77.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | The Vanguard Group ✦ (passive) | 1.74M | +1.0% | $52.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | The Vanguard Group ✦ (passive) | 1.74M | +1.0% | $52.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | The Vanguard Group ✦ (passive) | 1.74M | +1.0% | $52.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | The Vanguard Group ✦ (passive) | 1.74M | +1.0% | $52.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | The Vanguard Group ✦ (passive) | 1.74M | +1.0% | $52.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | State Street Global Advisors ✦ (passive) | 889.23K | +1.9% | $26.69M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | Geode Capital Management ✦ (passive) | 802.80K | +3.8% | $24.10M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 22 | Geode Capital Management ✦ (passive) | 802.80K | +3.8% | $24.10M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 23 | Renaissance Technologies ✦ | 643.29K | +2.9% | $19.31M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 24 | Arrowstreet Capital ✦ | 319.31K | -11.2% | $9.59M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 25 | AQR Capital Management ✦ | 301.75K | +0.8% | $9.06M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 26 | AQR Capital Management ✦ | 301.75K | +0.8% | $9.06M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 27 | AQR Capital Management ✦ | 301.75K | +0.8% | $9.06M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 28 | AQR Capital Management ✦ | 301.75K | +0.8% | $9.06M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 29 | AQR Capital Management ✦ | 301.75K | +0.8% | $9.06M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 276.25K | — | $8.29M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 276.25K | — | $8.29M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 276.25K | — | $8.29M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 276.25K | — | $8.29M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 276.25K | — | $8.29M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 276.25K | — | $8.29M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 276.25K | — | $8.29M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 276.25K | — | $8.29M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 276.25K | — | $8.29M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 276.25K | — | $8.29M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Goldman Sachs Group ✦ | 275.16K | — | $8.26M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Goldman Sachs Group ✦ | 275.16K | — | $8.26M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Morgan Stanley ✦ | 231.15K | — | $6.94M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Morgan Stanley ✦ | 231.15K | — | $6.94M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Morgan Stanley ✦ | 231.15K | — | $6.94M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Morgan Stanley ✦ | 231.15K | — | $6.94M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Morgan Stanley ✦ | 231.15K | — | $6.94M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Morgan Stanley ✦ | 231.15K | — | $6.94M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Morgan Stanley ✦ | 231.15K | — | $6.94M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Millennium Management ✦ | 170.86K | +27.8% | $5.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Two Sigma Investments ✦ | 131.95K | +18.1% | $3.96M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 51 | T. Rowe Price ✦ | 42.40K | +4.4% | $1.27M | 0.0% | ▲ Add | 6 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
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: Q3 2025 ·
Methodology ·
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