UNIVEST FINANCIAL Corp (UVSP) — Institutional Holders, Q2 2026
223 institutional investment managers reported a UVSP position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $994.3M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
UVSP in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- BlackRockAdded · +306,159 sh+$13.4M
- ACADIAN ASSET MANAGEMENTNew · +157,339 sh+$6.9M
- NuveenAdded · +121,433 sh+$5.3M
- TWO SIGMA INVESTMENTSAdded · +104,449 sh+$4.6M
- Assenagon Asset Management S.A.Added · +100,780 sh+$4.4M
Biggest sellers
- FMRTrimmed · -331,799 sh-$14.5M
- MANUFACTURERS LIFE INSURANCE COMPANY, THETrimmed · -331,529 sh-$14.5M
- ENDEAVOUR CAPITAL ADVISORSSold out · -138,587 sh-$6.1M
- Qube Research & Technologies LtdTrimmed · -90,525 sh-$4.0M
- GOLDMAN SACHS GROUPTrimmed · -77,095 sh-$3.4M
UVSP 13F holders ranked 1–100 of 223
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | BlackRock#1 · 3,417,251 sh | 3,417,251 | $149.5M | <0.01% | +9.8% |
| 2 | DIMENSIONAL FUND ADVISORS#2 · 1,896,670 sh | 1,896,670 | $83.0M | 0.01% | +0.6% |
| 3 | FMR#3 · 1,570,525 sh | 1,570,525 | $68.7M | <0.01% | -17.4% |
| 4 | VANGUARD CAPITAL MANAGEMENT#4 · 1,187,660 sh | 1,187,660 | $52.0M | <0.01% | -2.4% |
| 5 | STATE STREET#5 · 991,985 sh | 991,985 | $43.4M | <0.01% | +6.2% |
| 6 | AMERICAN CENTURY COMPANIES#6 · 846,282 sh | 846,282 | $37.0M | 0.02% | +11.6% |
| 7 | PZENA INVESTMENT MANAGEMENT#7 · 834,628 sh | 834,628 | $36.5M | 0.11% | -0.9% |
| 8 | GEODE CAPITAL MANAGEMENT#8 · 823,655 sh | 823,655 | $36.0M | <0.01% | +4.1% |
| 9 | MANUFACTURERS LIFE INSURANCE COMPANY, THE#9 · 764,026 sh | 764,026 | $33.4M | 0.03% | -30.3% |
| 10 | RENAISSANCE TECHNOLOGIES#10 · 515,789 sh | 515,789 | $22.6M | 0.03% | -11.6% |
| 11 | UNIVEST FINANCIAL#11 · 503,433 sh | 503,433 | $22.0M | 1.08% | +0.3% |
| 12 | AQR CAPITAL MANAGEMENT#12 · 435,006 sh | 435,006 | $19.0M | <0.01% | +24.0% |
| 13 | TWO SIGMA INVESTMENTS#13 · 424,252 sh | 424,252 | $18.6M | 0.01% | +32.7% |
| 14 | Assenagon Asset Management S.A.#14 · 358,183 sh | 358,183 | $15.7M | — | +39.2% |
| 15 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#15 · 351,281 sh | 351,281 | $15.4M | <0.01% | +1.3% |
| 16 | Leeward Investments, - MA#16 · 321,438 sh | 321,438 | $14.1M | — | -2.1% |
| 17 | VANGUARD PORTFOLIO MANAGEMENT#17 · 317,908 sh | 317,908 | $13.9M | <0.01% | +14.2% |
| 18 | NORTHERN#18 · 307,272 sh | 307,272 | $13.4M | <0.01% | +3.5% |
| 19 | SEI INVESTMENTS#19 · 290,405 sh | 290,405 | $12.7M | 0.01% | +6.9% |
| 20 | GOLDMAN SACHS GROUP#20 · 281,615 sh | 281,615 | $12.3M | <0.01% | -21.5% |
| 21 | Nuveen#21 · 272,915 sh | 272,915 | $11.9M | <0.01% | +80.2% |
| 22 | HOTCHKIS & WILEY CAPITAL MANAGEMENT#22 · 267,169 sh | 267,169 | $11.7M | 0.03% | -11.2% |
| 23 | MORGAN STANLEY#23 · 250,739 sh | 250,739 | $11.0M | <0.01% | -0.5% |
| 24 | BRIDGEWAY CAPITAL MANAGEMENT#24 · 239,352 sh | 239,352 | $10.5M | 0.18% | +3.7% |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT#25 · 236,309 sh | 236,309 | $10.3M | <0.01% | +1.1% |
| 26 | BANK OF AMERICA#26 · 206,866 sh | 206,866 | $9.1M | <0.01% | -8.4% |
| 27 | Neuberger Berman Group#27 · 187,196 sh | 187,196 | $8.2M | <0.01% | -5.7% |
| 28 | VANGUARD FIDUCIARY#28 · 183,258 sh | 183,258 | $8.0M | <0.01% | +0.4% |
| 29 | ACADIAN ASSET MANAGEMENT#29 · 157,339 sh | 157,339 | $6.9M | <0.01% | New |
| 30 | MILLENNIUM MANAGEMENT#30 · 145,915 sh | 145,915 | $6.4M | <0.01% | -21.8% |
| 31 | SG Americas Securities#31 · 141,028 sh | 141,028 | $6.2M | <0.01% | +42.2% |
| 32 | Bank of New York Mellon#32 · 140,196 sh | 140,196 | $6.1M | <0.01% | +3.2% |
| 33 | Empowered Funds#33 · 139,215 sh | 139,215 | $6.1M | 0.03% | +6.5% |
| 34 | Trexquant Investment#34 · 136,540 sh | 136,540 | $6.0M | 0.04% | +43.3% |
| 35 | Point72 Asset Management, L.P.#35 · 131,806 sh | 131,806 | $5.8M | <0.01% | +100.3% |
| 36 | TUDOR INVESTMENT ET AL#36 · 128,460 sh | 128,460 | $5.6M | <0.01% | +9.9% |
| 37 | Man Group plc#37 · 124,683 sh | 124,683 | $5.5M | <0.01% | +14.7% |
| 38 | Qube Research & Technologies Ltd#38 · 114,449 sh | 114,449 | $5.0M | <0.01% | -44.2% |
| 39 | ALGERT GLOBAL#39 · 96,361 sh | 96,361 | $4.2M | 0.05% | +63.3% |
| 40 | UBS Group AG#40 · 95,622 sh | 95,622 | $4.2M | <0.01% | +65.6% |
| 41 | JPMORGAN CHASE#41 · 89,479 sh | 89,479 | $4.0M | <0.01% | -5.2% |
| 42 | RAYMOND JAMES FINANCIAL#42 · 86,968 sh | 86,968 | $3.8M | <0.01% | -6.8% |
| 43 | Creative Planning#43 · 85,822 sh | 85,822 | $3.8M | <0.01% | +12.1% |
| 44 | AMERIPRISE FINANCIAL#44 · 82,550 sh | 82,550 | $3.6M | <0.01% | +78.7% |
| 45 | BNP PARIBAS FINANCIAL MARKETS#45 · 81,640 sh | 81,640 | $3.6M | <0.01% | +44.9% |
| 46 | MARTINGALE ASSET MANAGEMENT L P#46 · 80,878 sh | 80,878 | $3.5M | 0.08% | -13.0% |
| 47 | PRUDENTIAL FINANCIAL#47 · 70,051 sh | 70,051 | $3.1M | <0.01% | -4.0% |
| 48 | State of New Jersey Common Pension Fund D#48 · 69,434 sh | 69,434 | $3.0M | 0.01% | -21.3% |
| 49 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#49 · 67,622 sh | 67,622 | $3.0M | <0.01% | -1.3% |
| 50 | FRANKLIN RESOURCES#50 · 65,780 sh | 65,780 | $2.9M | <0.01% | +7.8% |
| 51 | Campbell & Investment Adviser#51 · 65,309 sh | 65,309 | $2.9M | 0.15% | +35.8% |
| 52 | Integrated Quantitative Investments#52 · 64,630 sh | 64,630 | $2.8M | 0.46% | 0.0% |
| 53 | PRICE T ROWE ASSOCIATES#53 · 59,734 sh | 59,734 | $2.6M | <0.01% | +21.7% |
| 54 | Swiss National Bank#54 · 56,878 sh | 56,878 | $2.5M | <0.01% | 0.0% |
| 55 | Russell Investments Group, Ltd.#55 · 54,539 sh | 54,539 | $2.4M | <0.01% | +117.5% |
| 56 | HSBC PLC#56 · 52,472 sh | 52,472 | $2.3M | <0.01% | +124.9% |
| 57 | ROYCE & ASSOCIATES#57 · 50,865 sh | 50,865 | $2.2M | 0.02% | -5.9% |
| 58 | BARCLAYS PLC#58 · 49,424 sh | 49,424 | $2.2M | <0.01% | +4.5% |
| 59 | LOGAN CAPITAL MANAGEMENT#59 · 48,600 sh | 48,600 | $2.1M | 0.08% | New |
| 60 | Everhart Financial Group#60 · 47,881 sh | 47,881 | $2.1M | — | +0.5% |
| 61 | Quantinno Capital Management#61 · 39,915 sh | 39,915 | $1.7M | <0.01% | +28.5% |
| 62 | PRINCIPAL FINANCIAL GROUP#62 · 38,841 sh | 38,841 | $1.7M | <0.01% | +6.8% |
| 63 | Smartleaf Asset Management#63 · 38,000 sh | 38,000 | $1.7M | 0.05% | 0.0% |
| 64 | RHUMBLINE ADVISERS#64 · 37,762 sh | 37,762 | $1.7M | <0.01% | +5.6% |
| 65 | Compass Ion Advisors#65 · 37,255 sh | 37,255 | $1.6M | — | 0.0% |
| 66 | Invesco Ltd.#66 · 37,055 sh | 37,055 | $1.6M | <0.01% | +0.4% |
| 67 | Jackson Creek Investment Advisors#67 · 35,657 sh | 35,657 | $1.6M | 0.52% | New |
| 68 | Savant Capital#68 · 34,781 sh | 34,781 | $1.3M | <0.01% | +83.1% |
| 69 | CITIGROUP#69 · 30,243 sh | 30,243 | $1.3M | <0.01% | +50.6% |
| 70 | IEQ CAPITAL#70 · 29,610 sh | 29,610 | $1.3M | <0.01% | +17.8% |
| 71 | DEUTSCHE BANK AG\#71 · 28,876 sh | 28,876 | $1.3M | <0.01% | +22.4% |
| 72 | ALLIANCEBERNSTEIN L.P.#72 · 35,370 sh | 35,370 | $1.2M | <0.01% | +0.2% |
| 73 | Magnetar Financial#73 · 26,691 sh | 26,691 | $1.2M | 0.01% | New |
| 74 | TEACHER RETIREMENT SYSTEM OF TEXAS#74 · 26,532 sh | 26,532 | $1.2M | <0.01% | -1.6% |
| 75 | WELLS FARGO & COMPANY#75 · 25,522 sh | 25,522 | $1.1M | <0.01% | +106.9% |
| 76 | Graves-Light Private Wealth Management#76 · 24,450 sh | 24,450 | $1.1M | — | 0.0% |
| 77 | Bernardo Wealth Planning#77 · 24,271 sh | 24,271 | $1.1M | — | +3.0% |
| 78 | BLB&B Advisors#78 · 23,392 sh | 23,392 | $1.0M | 0.04% | -2.2% |
| 79 | WEDGE CAPITAL MANAGEMENT L L P#79 · 22,875 sh | 22,875 | $1.0M | — | -14.2% |
| 80 | Legal & General Group Plc#80 · 22,034 sh | 22,034 | $964.0K | <0.01% | +19.3% |
| 81 | IVC Wealth Advisors#81 · 21,937 sh | 21,937 | $959.7K | — | 0.0% |
| 82 | LPL Financial#82 · 21,878 sh | 21,878 | $957.1K | <0.01% | -18.7% |
| 83 | Legato Capital Management#83 · 21,389 sh | 21,389 | $935.8K | 0.08% | 0.0% |
| 84 | Global Retirement Partners#84 · 21,327 sh | 21,327 | $933.1K | 0.01% | — |
| 85 | GABELLI FUNDS#85 · 21,000 sh | 21,000 | $918.8K | <0.01% | +7.2% |
| 86 | LSV ASSET MANAGEMENT#86 · 20,795 sh | 20,795 | $910.0K | <0.01% | +47.5% |
| 87 | STRS OHIO#87 · 19,800 sh | 19,800 | $866.3K | <0.01% | -3.9% |
| 88 | GSA CAPITAL PARTNERS LLP#88 · 19,275 sh | 19,275 | $843.0K | 0.05% | New |
| 89 | Mariner#89 · 19,179 sh | 19,179 | $839.1K | <0.01% | +35.1% |
| 90 | Connor, Clark & Lunn Investment Management Ltd.#90 · 18,944 sh | 18,944 | $828.8K | <0.01% | -56.6% |
| 91 | VICTORY CAPITAL MANAGEMENT#91 · 18,925 sh | 18,925 | $828.0K | <0.01% | -3.4% |
| 92 | Bison Wealth#92 · 18,665 sh | 18,665 | $825.2K | — | 0.0% |
| 93 | WEALTH ENHANCEMENT ADVISORY SERVICES#93 · 18,823 sh | 18,823 | $817.8K | — | +21.8% |
| 94 | VANGUARD ASSET MANAGEMENT, Ltd#94 · 18,491 sh | 18,491 | $809.0K | <0.01% | 0.0% |
| 95 | CANADA PENSION PLAN INVESTMENT BOARD#95 · 18,400 sh | 18,400 | $805.0K | <0.01% | 0.0% |
| 96 | D. E. Shaw#96 · 17,330 sh | 17,330 | $758.2K | <0.01% | -7.6% |
| 97 | KLP KAPITALFORVALTNING AS#97 · 17,300 sh | 17,300 | $756.9K | <0.01% | 0.0% |
| 98 | Allianz Asset Management GmbH#98 · 21,213 sh | 21,213 | $726.8K | <0.01% | 0.0% |
| 99 | MetLife Investment Management#99 · 16,580 sh | 16,580 | $725.4K | <0.01% | +5.6% |
| 100 | LOS ANGELES CAPITAL MANAGEMENT#100 · 16,573 sh | 16,573 | $725.1K | <0.01% | 0.0% |
Funds that sold out of UVSP in Q2 2026 (16)
Held UVSP at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| ENDEAVOUR CAPITAL ADVISORS138,587 sh | 138,587 | $4.7M |
| CITADEL ADVISORS67,925 sh | 67,925 | $2.3M |
| JANE STREET GROUP28,098 sh | 28,098 | $962.6K |
| ExodusPoint Capital Management24,362 sh | 24,362 | $834.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP17,319 sh | 17,319 | $593.3K |
| Amundi12,847 sh | 12,847 | $440.1K |
| NATIXIS ADVISORS12,033 sh | 12,033 | $412.0K |
| Polymer Capital Management (US)8,787 sh | 8,787 | $301.0K |
| OCCUDO QUANTITATIVE STRATEGIES6,408 sh | 6,408 | $243.4K |
| AIGEN INVESTMENT MANAGEMENT6,501 sh | 6,501 | $222.7K |
| Bogart Wealth440 sh | 440 | $15.1K |
| Advisory Services Network327 sh | 327 | $11.2K |
| MAI Capital Management124 sh | 124 | $4.2K |
| Whipplewood Advisors50 sh | 50 | $1.7K |
| Root Financial Partners30 sh | 30 | $1.0K |
| TWIN PEAKS WEALTH ADVISORS1 sh | 1 | $34.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.