UNIVEST FINANCIAL CORP UVSP
$44.13
-2.3% 52w: $27.75 – $45.15
Latest 13F among current holders filed 7 days ago (Aug 26, 2026)
Price — last 12 months
research preview data27.7536.4545.15
Aug 18, 2025 Jul 2, 2026
Institutional holders
209
+11 QoQ
13F value
$766.0M
+6.0% QoQ
Smart-money holders
3
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
0.1×
$219K calls / $1.7M puts
Institutional value by quarter
Number of holders
Who owns UVSP?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | Index provider | 3.1M | $106.6M | 0.0% | +0.4% |
| FMR LLC | Long only active | 1.9M | $65.2M | 0.0% | -25.5% |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 1.9M | $64.6M | — | +0.4% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 1.2M | $41.7M | — | — |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | Diversified mechanical | 1.1M | $37.5M | 0.0% | -8.4% |
| STATE STREET CORP | Index provider | 933.7K | $32.0M | 0.0% | +8.8% |
| PZENA INVESTMENT MANAGEMENT LLC ★2 | Fundamental diversified | 842.4K | $28.9M | — | -1.6% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 790.9K | $27.1M | — | +1.6% |
| AMERICAN CENTURY COMPANIES INC | Diversified mechanical | 758.0K | $26.0M | — | +8.1% |
| RENAISSANCE TECHNOLOGIES LLC | Quant stat arb | 583.7K | $20.0M | — | -8.1% |
| UNIVEST FINANCIAL Corp | Other | 501.8K | $17.2M | 1.0% | -18.7% |
| GOLDMAN SACHS GROUP INC | Bank broker | 358.7K | $12.3M | 0.0% | -5.5% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 350.9K | $12.0M | 0.0% | +8.1% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Quant stat arb | 346.9K | $11.9M | 0.0% | +4.1% |
| Leeward Investments, LLC - MA | Other | 328.5K | $11.3M | — | -2.7% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 319.8K | $11.0M | 0.0% | +128.4% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | Other | 300.7K | $10.3M | — | -4.3% |
| NORTHERN TRUST CORP | Index provider | 296.8K | $10.2M | 0.0% | +2.1% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 278.5K | $9.5M | — | — |
| SEI INVESTMENTS CO | Diversified mechanical | 271.8K | $9.3M | 0.0% | +12.1% |
| Assenagon Asset Management S.A. | Diversified mechanical | 257.4K | $8.8M | — | New |
| MORGAN STANLEY | Bank broker | 252.1K | $8.6M | 0.0% | -8.3% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 233.7K | $8.0M | — | -0.5% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | Diversified mechanical | 230.9K | $7.9M | — | +3.4% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 225.9K | $7.7M | 0.0% | +18.1% |
| Qube Research & Technologies Ltd | Quant stat arb | 205.0K | $7.0M | — | +320.5% |
| NEUBERGER BERMAN GROUP LLC | Diversified mechanical | 198.6K | $6.8M | 0.0% | -3.3% |
| MILLENNIUM MANAGEMENT LLC | Multistrat pod | 186.7K | $6.4M | 0.0% | +146.3% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 182.5K | $6.3M | — | — |
| Nuveen, LLC | Diversified mechanical | 151.5K | $5.2M | 0.0% | -3.2% |
| ENDEAVOUR CAPITAL ADVISORS INC ★3 | Fundamental concentrated | 138.6K | $4.7M | — | -43.8% |
| Bank of New York Mellon Corp | Diversified mechanical | 135.8K | $4.7M | 0.0% | -4.5% |
| Empowered Funds, LLC | Diversified mechanical | 130.8K | $4.5M | 0.0% | New |
| TUDOR INVESTMENT CORP ET AL | Quant stat arb | 116.9K | $4.0M | 0.0% | New |
| Man Group plc | Quant stat arb | 108.7K | $3.7M | — | +400.7% |
| SG Americas Securities, LLC | Diversified mechanical | 99.2K | $3.4M | 0.0% | +359.9% |
| Trexquant Investment LP | Diversified mechanical | 95.3K | $3.3M | — | +70.7% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 93.3K | $3.2M | 0.0% | -1.7% |
| JPMORGAN CHASE & CO | Bank broker | 94.3K | $3.2M | 0.0% | -30.4% |
| MARTINGALE ASSET MANAGEMENT L P | Other | 93.0K | $3.2M | — | +18.7% |
| State of New Jersey Common Pension Fund D | Diversified mechanical | 88.2K | $3.0M | — | Held |
| Creative Planning | Wealth advisor | 76.5K | $2.6M | 0.0% | +1.4% |
| PRUDENTIAL FINANCIAL INC | Insurance | 73.0K | $2.5M | 0.0% | -19.4% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 68.5K | $2.3M | 0.0% | +19.1% |
| CITADEL ADVISORS LLC | Multistrat pod | 67.9K | $2.3M | 0.0% | +415.1% |
| Point72 Asset Management, L.P. | Multistrat pod | 65.8K | $2.3M | 0.0% | -28.0% |
| Integrated Quantitative Investments LLC | Quant stat arb | 64.6K | $2.2M | — | +169.1% |
| FRANKLIN RESOURCES INC | Long only active | 61.0K | $2.1M | 0.0% | +17.3% |
| ALGERT GLOBAL LLC | Diversified mechanical | 59.0K | $2.0M | — | +19.0% |
| UBS Group AG | Bank broker | 57.7K | $2.0M | 0.0% | +14.6% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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