UVSP Univest Financial Corporation
Univest Financial Corporation (UVSP) Institutional Ownership
What the institutions did with UVSP last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| BlackRock, Inc. | 3.4M | 14.8% |
| DIMENSIONAL FUND ADVISORS LP | 1.9M | 8.2% |
| FMR LLC | 1.6M | 6.8% |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.2M | 5.1% |
| STATE STREET CORP | 992.0K | 4.3% |
| AMERICAN CENTURY COMPANIES INC | 846.3K | 3.7% |
| PZENA INVESTMENT MANAGEMENT LLC | 834.6K | 3.6% |
| GEODE CAPITAL MANAGEMENT, LLC | 823.7K | 3.6% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 764.0K | 3.3% |
| Assenagon Asset Management S.A. | 716.4K | 3.1% |
| RENAISSANCE TECHNOLOGIES LLC | 515.8K | 2.2% |
| UNIVEST FINANCIAL Corp | 503.4K | 2.2% |
| AQR CAPITAL MANAGEMENT LLC | 435.0K | 1.9% |
| TWO SIGMA INVESTMENTS, LP | 424.3K | 1.8% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 351.3K | 1.5% |
| Leeward Investments, LLC - MA | 321.4K | 1.4% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 317.9K | 1.4% |
| NORTHERN TRUST CORP | 307.3K | 1.3% |
| SEI INVESTMENTS CO | 290.4K | 1.3% |
| GOLDMAN SACHS GROUP INC | 281.6K | 1.2% |
| Nuveen, LLC | 272.9K | 1.2% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 267.2K | 1.2% |
| MORGAN STANLEY | 250.7K | 1.1% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 239.4K | 1.0% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 236.3K | 1.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Assenagon Asset Management S.A. | Increased | 257.4K | 716.4K | +459.0K |
| FMR LLC | Reduced | 1.9M | 1.6M | -331.8K |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | Reduced | 1.1M | 764.0K | -331.5K |
| BlackRock, Inc. | Increased | 3.1M | 3.4M | +306.2K |
| ACADIAN ASSET MANAGEMENT LLC | Increased | 1.6K | 157.3K | +155.8K |
| ENDEAVOUR CAPITAL ADVISORS INC | Sold Out | 138.6K | 0 | -138.6K |
| Nuveen, LLC | Increased | 151.5K | 272.9K | +121.4K |
| TWO SIGMA INVESTMENTS, LP | Increased | 319.8K | 424.3K | +104.4K |
| Qube Research & Technologies Ltd | Reduced | 205.0K | 114.4K | -90.5K |
| AMERICAN CENTURY COMPANIES INC | Increased | 758.0K | 846.3K | +88.3K |
| AQR CAPITAL MANAGEMENT LLC | Increased | 350.9K | 435.0K | +84.1K |
| GOLDMAN SACHS GROUP INC | Reduced | 358.7K | 281.6K | -77.1K |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | 583.7K | 515.8K | -67.9K |
| CITADEL ADVISORS LLC | Sold Out | 67.9K | 0 | -67.9K |
| Point72 Asset Management, L.P. | Increased | 65.8K | 131.8K | +66.0K |
| STATE STREET CORP | Increased | 933.7K | 992.0K | +58.3K |
| SG Americas Securities, LLC | Increased | 99.2K | 141.0K | +41.9K |
| Trexquant Investment LP | Increased | 95.3K | 136.5K | +41.2K |
| MILLENNIUM MANAGEMENT LLC | Reduced | 186.7K | 145.9K | -40.8K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Increased | 278.5K | 317.9K | +39.4K |
| UBS Group AG | Increased | 57.7K | 95.6K | +37.9K |
| ALGERT GLOBAL LLC | Increased | 59.0K | 96.4K | +37.3K |
| AMERIPRISE FINANCIAL INC | Increased | 46.2K | 82.6K | +36.4K |
| Jackson Creek Investment Advisors LLC | New | 0 | 35.7K | +35.7K |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | Reduced | 300.7K | 267.2K | -33.6K |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 790.9K | 823.7K | +32.7K |
| VANGUARD CAPITAL MANAGEMENT LLC | Reduced | 1.2M | 1.2M | -29.7K |
| Russell Investments Group, Ltd. | Increased | 25.1K | 54.5K | +29.5K |
| HSBC HOLDINGS PLC | Increased | 23.3K | 52.5K | +29.1K |
| JANE STREET GROUP, LLC | Sold Out | 28.1K | 0 | -28.1K |
| Y-Intercept (Hong Kong) Ltd | Reduced | 42.1K | 14.8K | -27.3K |
| Magnetar Financial LLC | New | 0 | 26.7K | +26.7K |
| BNP PARIBAS FINANCIAL MARKETS | Increased | 56.3K | 81.6K | +25.3K |
| Connor, Clark & Lunn Investment Management Ltd. | Reduced | 43.6K | 18.9K | -24.7K |
| ExodusPoint Capital Management, LP | Sold Out | 24.4K | 0 | -24.4K |
| GSA CAPITAL PARTNERS LLP | New | 0 | 19.3K | +19.3K |
| BANK OF AMERICA CORP /DE/ | Reduced | 225.9K | 206.9K | -19.0K |
| State of New Jersey Common Pension Fund D | Reduced | 88.2K | 69.4K | -18.8K |
| SEI INVESTMENTS CO | Increased | 271.8K | 290.4K | +18.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Sold Out | 17.3K | 0 | -17.3K |
| Campbell & CO Investment Adviser LLC | Increased | 48.1K | 65.3K | +17.2K |
| Quadrature Capital Ltd | New | 0 | 16.3K | +16.3K |
| Man Group plc | Increased | 108.7K | 124.7K | +16.0K |
| Savant Capital, LLC | Increased | 19.0K | 34.8K | +15.8K |
| WELLS FARGO & COMPANY/MN | Increased | 12.3K | 25.5K | +13.2K |
| Amundi | Sold Out | 12.8K | 0 | -12.8K |
| MARTINGALE ASSET MANAGEMENT L P | Reduced | 93.0K | 80.9K | -12.1K |
| NATIXIS ADVISORS, LLC | Sold Out | 12.0K | 0 | -12.0K |
| TUDOR INVESTMENT CORP ET AL | Increased | 116.9K | 128.5K | +11.5K |
| NEUBERGER BERMAN GROUP LLC | Reduced | 198.6K | 187.2K | -11.4K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | Reduced | 22.3K | 11.5K | -10.8K |
| PRICE T ROWE ASSOCIATES INC /MD/ | Increased | 49.1K | 59.7K | +10.7K |
| NORTHERN TRUST CORP | Increased | 296.8K | 307.3K | +10.5K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 1.9M | 1.9M | +10.4K |
| CHOREO, LLC | New | 0 | 10.2K | +10.2K |
| CITIGROUP INC | Increased | 20.1K | 30.2K | +10.2K |
| PANAGORA ASSET MANAGEMENT INC | New | 0 | 9.7K | +9.7K |
| Merit Financial Group, LLC | New | 0 | 9.5K | +9.5K |
| Creative Planning | Increased | 76.6K | 85.8K | +9.3K |
| Brevan Howard Capital Management LP | New | 0 | 9.1K | +9.1K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.