Security record · archived quarter
UVSP
Univest Financial Corporation · Financial Services · Banks - Regional
88Tracked holders
+6Δ holders
18.26MShares held
$625.58MReported value
+7New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +7.3% ·
share flow +2.0% ·
net new positions +6.8%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
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 · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 3.11M | +0.4% | $106.59M | 0.0% | ▲ Add | 4 | SEC ↗ ×12 |
| 2 | Fidelity (FMR) ✦ | 1.90M | -25.5% | $65.17M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 3 | Dimensional Fund Advisors Lp | 1.89M | +0.4% | $64.62M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 4 | Vanguard Capital Management Llc | 1.22M | n/a | $41.71M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Manufacturers Life Insurance… | 1.10M | -8.4% | $37.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | State Street Global Advisors ✦ (passive) | 933.69K | +8.8% | $31.99M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 7 | Geode Capital Management ✦ (passive) | 790.94K | +1.6% | $27.10M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 8 | American Century Companies Inc | 758.00K | +8.1% | $25.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Renaissance Technologies ✦ | 583.73K | -8.1% | $20.00M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 10 | Goldman Sachs Group ✦ | 358.71K | -5.5% | $12.29M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 11 | AQR Capital Management ✦ | 350.94K | +8.1% | $12.02M | 0.0% | ▲ Add | 8 | SEC ↗ ×8 |
| 12 | Arrowstreet Capital ✦ | 346.89K | +4.1% | $11.88M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 13 | Two Sigma Investments ✦ | 319.80K | +128.4% | $10.96M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 14 | Hotchkis & Wiley Capital Management… | 300.74K | -4.3% | $10.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Northern Trust Corp | 296.82K | +2.1% | $10.17M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 16 | Sei Investments Co | 271.77K | +12.1% | $9.31M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 17 | Assenagon Asset Management S.A. | 257.40K | New | $8.82M | 0.0% | New | 1 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 252.11K | -8.3% | $8.64M | 0.0% | ▼ Trim | 3 | SEC ↗ ×10 |
| 19 | Charles Schwab Investment… | 233.69K | -0.5% | $8.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Bank Of America Corp /De/ | 225.85K | +18.1% | $7.74M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 21 | Qube Research & Technologies Ltd | 204.97K | +320.5% | $7.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Neuberger Berman Group LLC | 198.60K | -3.2% | $6.80M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 23 | Millennium Management ✦ | 186.69K | +146.3% | $6.40M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 24 | Nuveen, LLC | 151.48K | -3.2% | $5.19M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 25 | Bank of New York Mellon Corp | 135.82K | -4.5% | $4.65M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 26 | Tudor Investment Corp Et Al | 116.92K | New | $4.01M | 0.0% | New | 1 | SEC ↗ |
| 27 | Man Group plc | 108.70K | +400.7% | $3.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Raymond James Financial Inc | 93.26K | -1.7% | $3.20M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 29 | JPMorgan Chase ✦ | 94.35K | -30.4% | $3.19M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 30 | Creative Planning | 76.55K | +1.4% | $2.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Prudential Financial Inc | 72.97K | -19.4% | $2.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | UBS AM, a distinct business unit of… | 68.51K | +19.1% | $2.35M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 33 | Citadel Advisors ✦ | 67.92K | +415.1% | $2.33M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 34 | Point72 Asset Management ✦ | 65.79K | -28.1% | $2.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Franklin Resources Inc | 61.05K | +17.3% | $2.09M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 36 | UBS Group AG | 57.74K | +14.6% | $1.98M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 37 | Swiss National Bank | 56.88K | 0.0% | $1.95M | 0.0% | Held | 2 | SEC ↗ |
| 38 | Bnp Paribas Financial Markets | 56.33K | +120.2% | $1.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | T. Rowe Price ✦ | 49.07K | +13.5% | $1.68M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 40 | Barclays Plc | 47.28K | -31.1% | $1.62M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 41 | Ameriprise Financial Inc | 46.18K | -22.2% | $1.58M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 42 | Connor, Clark & Lunn Investment… | 43.64K | +15.7% | $1.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Invesco Ltd. | 36.91K | -5.3% | $1.26M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 44 | Principal Financial Group Inc | 36.36K | New | $1.25M | 0.0% | New | 1 | SEC ↗ ×2 |
| 45 | Rhumbline Advisers | 35.74K | -2.7% | $1.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Alliancebernstein L.P. | 35.31K | 0.0% | $1.16M | 0.0% | Held | 2 | SEC ↗ |
| 47 | Quantinno Capital Management LP | 31.07K | +60.1% | $1.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Jane Street Group, Llc | 28.10K | -35.1% | $962,638 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 49 | LPL Financial LLC | 26.91K | -13.3% | $921,800 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | California State Teachers… | 26.63K | -0.8% | $912,344 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Russell Investments Group, Ltd. | 25.07K | +0.6% | $858,992 | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 52 | Deutsche Bank Ag\ | 23.59K | +33.0% | $808,022 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Hsbc Holdings Plc | 23.33K | -21.2% | $799,190 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Universal- Beteiligungs- und… | 22.33K | 0.0% | $765,128 | 0.0% | Held | 2 | SEC ↗ |
| 55 | Allianz Asset Management GmbH | 21.21K | 0.0% | $726,757 | 0.0% | Held | 2 | SEC ↗ |
| 56 | Citigroup Inc | 20.08K | +10.5% | $687,804 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 57 | Victory Capital Management Inc | 19.60K | -4.8% | $671,496 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | D. E. Shaw & Co. ✦ | 18.75K | New | $642,478 | 0.0% | New | 1 | SEC ↗ |
| 59 | Legal & General Group Plc | 18.46K | -17.8% | $632,577 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 60 | Canada Pension Plan Investment Board | 18.40K | 0.0% | $630,384 | 0.0% | Held | 2 | SEC ↗ |
| 61 | Susquehanna International Group, Llp | 17.32K | New | $593,349 | 0.0% | New | 1 | SEC ↗ |
| 62 | Wealth Enhancement Advisory… | 15.45K | -8.6% | $541,045 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | Cwm, Llc | 15.09K | +5.7% | $516,812 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Mariner, LLC | 14.19K | +120.8% | $486,234 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Janus Henderson Group Plc | 13.18K | 0.0% | $451,644 | 0.0% | Held | 2 | SEC ↗ |
| 66 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 13.17K | -0.5% | $451,136 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | Amundi | 12.85K | New | $440,138 | 0.0% | New | 1 | SEC ↗ |
| 68 | First Manhattan Co. Llc. | 12.43K | 0.0% | $425,989 | 0.0% | Held | 2 | SEC ↗ |
| 69 | Wells Fargo & Company/Mn | 12.33K | -63.3% | $422,546 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 70 | Jones Financial Companies Lllp | 11.78K | +392666.7% | $394,966 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Mercer Global Advisors Inc /Adv | 10.73K | +25.7% | $367,713 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Commonwealth Equity Services, Llc | 10.67K | +0.3% | $365,560 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Cerity Partners LLC | 10.36K | -0.8% | $355,035 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 74 | First Trust Advisors Lp | 10.18K | -12.1% | $348,656 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 75 | Zurcher Kantonalbank (Zurich… | 9.34K | -35.5% | $319,988 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 76 | New York State Common Retirement… | 9.31K | 0.0% | $319,098 | 0.0% | Held | 2 | SEC ↗ |
| 77 | State Board Of Administration Of… | 8.28K | 0.0% | $283,604 | 0.0% | Held | 2 | SEC ↗ |
| 78 | Empower Advisory Group, LLC | 8.22K | 0.0% | $281,514 | 0.0% | Held | 2 | SEC ↗ |
| 79 | Fifth Third Bancorp | 7.60K | New | $260,445 | 0.0% | New | 1 | SEC ↗ |
| 80 | HighTower Advisors, LLC | 7.05K | +6.6% | $241,519 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | Pnc Financial Services Group, Inc. | 7.04K | +0.4% | $241,157 | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 82 | Royal Bank Of Canada | 1.65K | -6.6% | $57,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 83 | Us Bancorp \De\ | 631 | +2.4% | $21,618 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 84 | BNP Paribas Asset Management… | 409 | +22.5% | $14,012 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | Rockefeller Capital Management L.P. | 350 | +407.2% | $11,991 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 86 | Federated Hermes, Inc. | 271 | +118.5% | $9,284 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | Optiver Holding B.V. | 122 | +771.4% | $4,180 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 88 | Osaic Holdings, Inc. | 33 | 0.0% | $1,131 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Assenagon Asset Management… | $8.82M | 0.0% |
| Tudor Investment Corp Et Al | $4.01M | 0.0% |
| Principal Financial Group Inc | $1.25M | 0.0% |
| D. E. Shaw & Co. | $642,478 | 0.0% |
| Susquehanna International… | $593,349 | 0.0% |
| Amundi | $440,138 | 0.0% |
| Fifth Third Bancorp | $260,445 | 0.0% |
Exited
| Squarepoint Ops LLC | $560,050 | 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: Q1 2026 ·
Methodology ·
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