Security record · archived quarter
UVSP
Univest Financial Corporation · Financial Services · Banks - Regional
82Tracked holders
+2Δ holders
18.34MShares held
$600.54MReported value
+2New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +2.5% ·
share flow -0.6% ·
net new positions +2.4%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | -1 | 19.88K | $820,311 | n/a | −2 |
| 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 |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 3.10M | +0.2% | $101.42M | 0.0% | ▲ Add | 3 | SEC ↗ ×11 |
| 2 | Fidelity (FMR) ✦ | 2.55M | -1.4% | $83.57M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 3 | Dimensional Fund Advisors Lp | 1.88M | n/a | $61.53M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 4 | The Vanguard Group ✦ (passive) | 1.66M | -4.5% | $54.45M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 5 | Manufacturers Life Insurance… | 1.20M | n/a | $39.14M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | State Street Global Advisors ✦ (passive) | 858.31K | -3.5% | $28.10M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 7 | Geode Capital Management ✦ (passive) | 778.84K | -3.0% | $25.50M | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 8 | American Century Companies Inc | 701.36K | n/a | $22.96M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Renaissance Technologies ✦ | 635.23K | -1.2% | $20.80M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 10 | Goldman Sachs Group ✦ | 379.68K | +38.0% | $12.43M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Arrowstreet Capital ✦ | 333.12K | +4.3% | $10.91M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 324.74K | +7.6% | $10.63M | 0.0% | ▲ Add | 7 | SEC ↗ ×6 |
| 13 | Hotchkis & Wiley Capital Management… | 314.16K | n/a | $10.29M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Northern Trust Corp | 290.63K | n/a | $9.52M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 15 | Morgan Stanley ✦ | 274.88K | +18.9% | $9.00M | 0.0% | ▲ Add | 2 | SEC ↗ ×12 |
| 16 | Sei Investments Co | 242.53K | n/a | $7.94M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Charles Schwab Investment… | 234.97K | n/a | $7.69M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Neuberger Berman Group LLC | 205.28K | n/a | $6.72M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Bank Of America Corp /De/ | 191.30K | n/a | $6.26M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 20 | Nuveen, LLC | 156.52K | n/a | $5.12M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 21 | Bank of New York Mellon Corp | 142.17K | n/a | $4.65M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 22 | Two Sigma Investments ✦ | 140.02K | +6.1% | $4.58M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 135.56K | -50.9% | $4.44M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 24 | Raymond James Financial Inc | 94.92K | n/a | $3.11M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 25 | Point72 Asset Management ✦ | 91.44K | New | $2.99M | 0.0% | New | 1 | SEC ↗ |
| 26 | Prudential Financial Inc | 90.52K | n/a | $2.96M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Millennium Management ✦ | 75.79K | -55.6% | $2.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Creative Planning | 75.51K | n/a | $2.47M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Barclays Plc | 68.64K | n/a | $2.25M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 30 | Ameriprise Financial Inc | 59.38K | n/a | $1.94M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 31 | UBS AM, a distinct business unit of… | 57.54K | n/a | $1.88M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 32 | Swiss National Bank | 56.88K | n/a | $1.86M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Franklin Resources Inc | 52.04K | n/a | $1.70M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 34 | UBS Group AG | 50.38K | n/a | $1.65M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 35 | Qube Research & Technologies Ltd | 48.75K | n/a | $1.60M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Jane Street Group, Llc | 43.31K | n/a | $1.42M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 37 | T. Rowe Price ✦ | 43.22K | +1.9% | $1.42M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 38 | Invesco Ltd. | 38.96K | n/a | $1.28M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 39 | Connor, Clark & Lunn Investment… | 37.72K | n/a | $1.23M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Rhumbline Advisers | 36.73K | n/a | $1.20M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Alliancebernstein L.P. | 35.31K | n/a | $1.16M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Wells Fargo & Company/Mn | 33.58K | n/a | $1.10M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 43 | LPL Financial LLC | 31.02K | n/a | $1.02M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Hsbc Holdings Plc | 29.61K | n/a | $968,674 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 45 | California State Teachers… | 26.84K | n/a | $878,807 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Bnp Paribas Financial Markets | 25.58K | n/a | $837,555 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Russell Investments Group, Ltd. | 24.93K | n/a | $816,238 | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 48 | Legal & General Group Plc | 22.45K | n/a | $735,045 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 49 | Universal- Beteiligungs- und… | 22.33K | n/a | $731,183 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Man Group plc | 21.71K | n/a | $710,818 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Allianz Asset Management GmbH | 21.21K | n/a | $694,514 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Victory Capital Management Inc | 20.60K | n/a | $674,444 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Quantinno Capital Management LP | 19.41K | n/a | $635,372 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Canada Pension Plan Investment Board | 18.40K | n/a | $602,416 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Citigroup Inc | 18.16K | n/a | $594,591 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 56 | Deutsche Bank Ag\ | 17.73K | n/a | $580,513 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Squarepoint Ops LLC | 17.11K | n/a | $560,050 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Wealth Enhancement Advisory… | 16.90K | n/a | $555,108 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Zurcher Kantonalbank (Zurich… | 14.47K | n/a | $473,781 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Cwm, Llc | 14.27K | n/a | $467,000 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 13.23K | n/a | $433,150 | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Citadel Advisors ✦ | 13.19K | New | $431,709 | 0.0% | New | 1 | SEC ↗ ×2 |
| 63 | Janus Henderson Group Plc | 13.18K | n/a | $431,283 | 0.0% | n/c | 1 | SEC ↗ |
| 64 | First Manhattan Co. Llc. | 12.43K | n/a | $407,089 | 0.0% | n/c | 1 | SEC ↗ |
| 65 | First Trust Advisors Lp | 11.58K | n/a | $379,194 | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Commonwealth Equity Services, Llc | 10.64K | n/a | $348,350 | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Cerity Partners LLC | 10.45K | n/a | $342,068 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 68 | New York State Common Retirement… | 9.31K | n/a | $304,940 | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Mercer Global Advisors Inc /Adv | 8.54K | n/a | $279,469 | 0.0% | n/c | 1 | SEC ↗ |
| 70 | State Board Of Administration Of… | 8.28K | n/a | $271,022 | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Empower Advisory Group, LLC | 8.22K | n/a | $269,025 | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Pnc Financial Services Group, Inc. | 7.01K | n/a | $229,443 | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 73 | HighTower Advisors, LLC | 6.62K | n/a | $216,595 | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Mariner, LLC | 6.43K | n/a | $210,591 | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Royal Bank Of Canada | 1.76K | n/a | $57,000 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 76 | Us Bancorp \De\ | 616 | n/a | $20,168 | 0.0% | n/c | 1 | SEC ↗ |
| 77 | BNP Paribas Asset Management… | 334 | n/a | $11,000 | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Federated Hermes, Inc. | 124 | n/a | $4,060 | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Rockefeller Capital Management L.P. | 69 | n/a | $2,259 | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Osaic Holdings, Inc. | 33 | n/a | $1,080 | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Optiver Holding B.V. | 14 | n/a | $458 | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Jones Financial Companies Lllp | 3 | n/a | $98 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Point72 Asset Management | $2.99M | 0.0% |
| Citadel Advisors | $431,709 | 0.0% |
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: Q4 2025 ·
Methodology ·
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