HoldingsHub
中文

Home › Stocks › UVSP

UVSP — UNIVEST FINANCIAL CORPORATIO

Reported value held$558.48M
Funds holding (latest)38
SectorFinancials
Funds holding (Q2 2026)33
Institutional value$500.61M · 11.50M sh
New / Add / Cut / Exit2 / 17 / 12 / 3
Top-5 / Top-10 concentration64.8% / 82.5%
Institutional holdings change Reducing -1.5% (-178.73K sh)
Institutional value change Up +25.6%

As of Q2 2026, 33 SEC-registered investment managers reported holding UVSP (UNIVEST FINANCIAL CORPORATIO) in their latest 13F filings, with a combined reported value of $500.61M across 11.50M shares. That is -1.5% by share count (-178.73K shares) versus the previous quarter, while reported value moved +25.6%. Ownership is concentrated: the five largest holders account for 64.8% of reported value and the top ten for 82.5%.

Compared with the prior quarter, 2 opened new positions, 17 added to existing stakes, 12 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

UVSP is classified in the Financials sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
BlackRock Inc history Q2 2026 3.42M $149.50M 0.00% Add
Fidelity Management & Research (FMR) history Q2 2026 1.57M $68.71M 0.00% Reduce
Vanguard Group history Q4 2025 1.66M $54.45M 0.00% Reduce
Pzena Investment Management history Q2 2026 834.63K $36.51M 0.11% Reduce
Geode Capital Management history Q2 2026 823.65K $36.04M 0.00% Add
Manulife Financial history Q2 2026 764.03K $33.43M 0.03% Reduce
Renaissance Technologies history Q2 2026 515.79K $22.57M 0.03% Reduce
AQR Capital Management history Q2 2026 435.01K $19.03M 0.01% Add
Two Sigma Investments history Q2 2026 424.25K $18.56M 0.01% Add
Arrowstreet Capital history Q2 2026 351.28K $15.37M 0.01% Add
Northern Trust Corp history Q2 2026 307.27K $13.44M 0.00% Add
Goldman Sachs Group history Q2 2026 281.62K $12.32M 0.00% Reduce
Morgan Stanley history Q2 2026 250.74K $10.97M 0.00% Reduce
Charles Schwab Investment Management history Q2 2026 236.31K $10.34M 0.00% Add
Bank of America Corp history Q2 2026 206.87K $9.05M 0.00% Reduce
Millennium Management history Q2 2026 145.91K $6.38M 0.00% Reduce
BNY Mellon history Q2 2026 140.20K $6.13M 0.00% Add
Point72 Asset Management history Q2 2026 131.81K $5.77M 0.01% Add
UBS Group AG history Q2 2026 95.62K $4.18M 0.00% Add
JPMorgan Chase & Co history Q2 2026 89.48K $3.95M 0.00% New

View all 38 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
BlackRock Inc — — — — — — — — — — — — 3.47M 3.46M 3.42M 3.23M 3.09M 3.10M 3.11M 3.42M
Fidelity Management & Research (FMR) 1.80M 1.80M 2.01M 1.96M 2.05M 2.29M 2.35M 2.43M 2.56M 2.64M 2.65M 2.63M 2.62M 2.61M 2.61M 2.60M 2.59M 2.55M 1.90M 1.57M
Pzena Investment Management 1.71M 1.72M 1.73M 1.71M 1.70M 1.64M 1.56M 1.54M 1.54M 1.46M 1.32M 1.27M 1.19M 1.15M 1.14M 888.21K 890.90K 856.24K 842.42K 834.63K
Geode Capital Management 532.77K 534.58K 521.75K 527.62K 537.11K 547.18K 564.63K 589.34K 619.50K 648.12K 648.91K 680.67K 704.45K 702.57K 737.07K 773.73K 802.80K 778.84K 790.94K 823.65K
Manulife Financial 1.28M 1.30M 1.34M 1.25M 1.27M 1.31M 1.37M 1.43M 1.10M 1.20M 1.20M 1.21M 1.13M 1.20M 1.28M 1.48M 1.33M 1.20M 1.10M 764.03K
Renaissance Technologies 860.19K 843.73K 852.77K 806.59K 749.87K 709.17K 676.09K 694.47K 699.77K 671.09K 660.19K 659.29K 650.89K 628.69K 644.27K 625.49K 643.29K 635.23K 583.73K 515.79K
AQR Capital Management 65.05K 65.02K 66.42K 77.00K 168.50K 168.75K 159.00K 115.16K 329.73K 377.38K 403.39K 388.08K 323.83K 309.25K 307.45K 299.40K 301.75K 324.74K 350.94K 435.01K
Two Sigma Investments 27.39K 37.85K 62.03K 77.20K 61.51K 84.38K 57.61K 48.77K 79.44K 40.18K 42.86K 48.93K 49.12K 31.07K 68.11K 111.68K 131.95K 140.02K 319.80K 424.25K
Arrowstreet Capital — — — — — — 48.87K 49.75K 52.78K 50.39K 61.99K 77.42K 235.29K 239.06K 283.50K 359.74K 319.31K 333.12K 346.89K 351.28K
Northern Trust Corp 379.71K 374.18K 364.98K 361.82K 360.46K 357.70K 349.78K 358.43K 361.93K 366.22K 342.72K 335.43K 330.11K 339.29K 329.99K 310.21K 309.76K 290.63K 296.82K 307.27K
Goldman Sachs Group 200.80K 197.65K 218.11K 203.29K 196.16K 193.33K 199.81K 212.63K 216.07K 215.12K 213.73K 223.94K 276.46K 268.33K 224.24K 197.95K 275.16K 379.68K 358.71K 281.62K
Morgan Stanley 43.58K 54.60K 50.85K 295.06K 264.13K 267.66K 266.16K 218.47K 195.63K 274.88K 220.13K 229.74K 313.37K 315.90K 225.68K 270.95K 231.15K 274.88K 252.11K 250.74K
Charles Schwab Investment Management 204.60K 207.40K 212.29K 208.19K 212.63K 215.29K 216.68K 218.44K 300.55K 303.33K 281.52K 256.77K 245.88K 245.39K 235.70K 238.26K 239.32K 234.97K 233.69K 236.31K
Bank of America Corp 169.83K 182.48K 102.55K 71.50K 76.81K 86.60K 66.87K 56.76K 76.83K 94.36K 93.41K 112.44K 107.54K 132.33K 131.90K 166.12K 195.94K 191.30K 225.85K 206.87K
Millennium Management — — 63.65K 24.98K 84.78K 200.02K 266.06K 55.99K 75.42K — 13.41K 54.71K 29.09K 19.30K — 133.66K 170.86K 75.79K 186.69K 145.91K
BNY Mellon 199.46K 197.61K 203.72K 193.40K 204.61K 201.87K 198.66K 194.14K 194.72K 178.33K 167.39K 174.12K 151.22K 152.03K 150.84K 149.01K 148.86K 142.17K 135.82K 140.20K
Point72 Asset Management — — — — — — — — — — — — — — — — — 91.44K 65.79K 131.81K
UBS Group AG 5.36K 18.01K 10.76K 4.92K 6.00K 12.48K 16.08K 16.62K 25.79K 46.90K 38.98K 21.48K 28.18K 86.86K 200.70K 139.02K 78.56K 50.38K 57.74K 95.62K
JPMorgan Chase & Co 70.25K 39.96K 24.27K 18.97K 20.15K 35.13K 104.61K 131.36K 134.87K 60.05K 94.78K 62.99K 103.53K 139.10K 150.50K 127.19K 138.12K 135.56K — 89.48K
Prudential Financial 33.41K 32.51K 30.80K 64.00K 62.60K 58.40K 103.23K 128.83K 179.83K 124.32K 127.62K 125.22K 140.62K 173.02K 86.63K 92.41K 92.42K 90.52K 72.97K 70.05K

Download holders (CSV)