UVSP Institutional Ownership & Shareholders
UNIVEST FINANCIAL CORP (UVSP) is currently held by 215 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $951.43M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of UVSP tracked by InsiderSet, reporting ownership valued at approximately $149.50M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $135.32M, representing an estimated loss of -9.49% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 58% of the total disclosed UVSP value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Dimensional Fund Advisors Lp, Fmr Llc, and several other long-term asset managers with concentrated positions in UNIVEST FINANCIAL CORP (UVSP).
This page ranks the largest institutional UVSP shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
215
Total Reported Value
$951.43M
Largest Holder
Blackrock, Inc.
Largest Position
$149.50M
Insider Transactions (90d)
2
Latest Filing Quarter
Q2 2026
New Institutional Positions
50
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.00% | 3,417,251 | $149,504,735 | $135,323,140 | -$14,181,595 | -9.49% | |
| Dimensional Fund Advisors Lp | 0.02% | 1,896,670 | $82,980,477 | $75,108,132 | -$7,872,345 | -9.49% | |
| Fmr Llc | 0.00% | 1,570,525 | $68,710,453 | $62,192,790 | -$6,517,663 | -9.49% | |
| Vanguard Capital Management Llc | 0.00% | 1,187,660 | $51,960,125 | $47,031,336 | -$4,928,789 | -9.49% | |
| State Street Corp | 0.00% | 991,985 | $43,399,344 | $39,282,606 | -$4,116,738 | -9.49% | |
| American Century Companies Inc | 0.02% | 846,282 | $37,024,837 | $33,512,767 | -$3,512,070 | -9.49% | |
| Geode Capital Management, Llc | 0.00% | 823,655 | $36,039,435 | $32,616,738 | -$3,422,697 | -9.50% | |
| Manufacturers Life Insurance Company, The | 0.03% | 764,026 | $33,426,138 | $30,255,430 | -$3,170,708 | -9.49% | |
| Renaissance Technologies LLC | Jim Simons | 0.03% | 515,789 | $22,565,769 | $20,425,244 | -$2,140,525 | -9.49% |
| Univest Financial Corp | 1.08% | 503,433 | $22,025,198 | $19,935,947 | -$2,089,251 | -9.49% | |
| Pzena Investment Management | Richard Pzena | 0.06% | 508,266 | $20,828,741 | $20,127,334 | -$701,407 | -3.37% |
| Aqr Capital Management Llc | 0.01% | 435,006 | $19,031,514 | $17,226,238 | -$1,805,276 | -9.49% | |
| Two Sigma Investments, Lp | 0.01% | 424,252 | $18,561,025 | $16,800,379 | -$1,760,646 | -9.49% | |
| Arrowstreet Capital, Limited Partnership | 0.01% | 351,281 | $15,368,544 | $13,910,728 | -$1,457,816 | -9.49% | |
| Vanguard Portfolio Management Llc | 0.00% | 317,908 | $13,908,475 | $12,589,157 | -$1,319,318 | -9.49% | |
| Northern Trust Corp | 0.00% | 307,272 | $13,443,152 | $12,167,971 | -$1,275,181 | -9.49% | |
| Sei Investments Co | 0.01% | 290,405 | $12,707,058 | $11,500,038 | -$1,207,020 | -9.50% | |
| Leeward Investments, Llc - Ma | 0.63% | 303,841 | $12,451,404 | $12,032,104 | -$419,300 | -3.37% | |
| Goldman Sachs Group Inc | 0.00% | 281,615 | $12,320,667 | $11,151,954 | -$1,168,713 | -9.49% | |
| Nuveen, Llc | 0.00% | 272,915 | $11,940,032 | $10,807,434 | -$1,132,598 | -9.49% | |
| Hotchkis & Wiley Capital Management Llc | 0.03% | 267,169 | $11,688,644 | $10,579,892 | -$1,108,752 | -9.49% | |
| Morgan Stanley | 0.00% | 250,739 | $10,969,877 | $9,929,264 | -$1,040,613 | -9.49% | |
| Bridgeway Capital Management, Llc | 0.18% | 239,352 | $10,471,650 | $9,478,339 | -$993,311 | -9.49% | |
| Charles Schwab Investment Management Inc | 0.00% | 236,309 | $10,338,519 | $9,357,836 | -$980,683 | -9.49% | |
| Bank Of America Corp | 0.00% | 206,866 | $9,050,387 | $8,191,894 | -$858,493 | -9.49% | |
| Vanguard Fiduciary Trust Co | 0.00% | 183,258 | $8,017,538 | $7,257,017 | -$760,521 | -9.49% | |
| Acadian Asset Management Llc | 0.01% | 157,339 | $6,873,000 | $6,230,624 | -$642,376 | -9.35% | |
| Neuberger Berman Group Llc | 0.01% | 205,276 | $6,720,749 | $8,128,930 | +$1,408,181 | +20.95% | |
| Millennium Management Llc | 0.00% | 145,915 | $6,383,781 | $5,778,234 | -$605,547 | -9.49% | |
| Sg Americas Securities, Llc | 0.00% | 141,028 | $6,170,000 | $5,584,709 | -$585,291 | -9.49% | |
| Bank Of New York Mellon Corp | 0.00% | 140,196 | $6,133,561 | $5,551,762 | -$581,799 | -9.49% | |
| Empowered Funds, Llc | 0.03% | 139,215 | $6,090,656 | $5,512,914 | -$577,742 | -9.49% | |
| Trexquant Investment Lp | 0.04% | 136,540 | $5,973,625 | $5,406,984 | -$566,641 | -9.49% | |
| Point72 Asset Management, L.P. | 0.01% | 131,806 | $5,766,513 | $5,219,518 | -$546,995 | -9.49% | |
| Tudor Investment Corp Et Al | 0.02% | 128,460 | $5,620,125 | $5,087,016 | -$533,109 | -9.49% | |
| Man Group Plc | 0.01% | 124,683 | $5,454,881 | $4,937,447 | -$517,434 | -9.49% | |
| Qube Research & Technologies Ltd | 0.01% | 114,449 | $5,007,144 | $4,532,180 | -$474,964 | -9.49% | |
| Algert Global Llc | 0.05% | 96,361 | $4,215,794 | $3,815,896 | -$399,898 | -9.49% | |
| Ubs Group Ag | 0.00% | 95,622 | $4,183,463 | $3,786,631 | -$396,832 | -9.49% | |
| Creative Planning | 0.00% | 98,732 | $4,046,044 | $3,909,787 | -$136,257 | -3.37% | |
| Jpmorgan Chase & Co | 0.00% | 89,479 | $3,954,077 | $3,543,368 | -$410,709 | -10.39% | |
| Raymond James Financial Inc | 0.00% | 86,968 | $3,804,852 | $3,443,933 | -$360,919 | -9.49% | |
| Ameriprise Financial Inc | 0.00% | 82,550 | $3,611,564 | $3,268,980 | -$342,584 | -9.49% | |
| Bnp Paribas Financial Markets | 0.00% | 81,640 | $3,571,750 | $3,232,944 | -$338,806 | -9.49% | |
| Martingale Asset Management L P | 0.08% | 80,878 | $3,538,413 | $3,202,769 | -$335,644 | -9.49% | |
| Prudential Financial Inc | 0.00% | 70,051 | $3,064,731 | $2,774,020 | -$290,711 | -9.49% | |
| State Of New Jersey Common Pension Fund D | 0.01% | 69,434 | $3,037,738 | $2,749,586 | -$288,152 | -9.49% | |
| Campbell & Co Investment Adviser Llc | 0.15% | 65,309 | $2,857,269 | $2,586,236 | -$271,033 | -9.49% | |
| Integrated Quantitative Investments Llc | 0.46% | 64,630 | $2,827,562 | $2,559,348 | -$268,214 | -9.49% | |
| Principal Financial Group Inc | 0.00% | 65,407 | $2,680,379 | $2,590,117 | -$90,262 | -3.37% |
Frequently asked questions about UVSP
Who are the largest institutional holders of UVSP?
The largest institutional holders of UVSP reported in the latest SEC Form 13F filings include Blackrock, Inc., Dimensional Fund Advisors Lp, Fmr Llc, Vanguard Capital Management Llc, and State Street Corp. InsiderSet ranks institutional holders by their latest reported UVSP position.
What is UVSP institutional ownership?
This page tracks UVSP positions reported by institutional investment managers through SEC Form 13F. UNIVEST FINANCIAL CORP (UVSP) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own UVSP?
InsiderSet currently tracks 215 institutional managers reporting UVSP holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of UVSP shareholders.
How much UVSP stock do institutions own?
Institutional investment managers disclosed approximately $951.43M in UVSP holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was UVSP institutional ownership last updated?
The latest UVSP institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional UVSP holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its UVSP position after the reporting date.
Are institutions buying or selling UVSP?
Institutional buying and selling can be analyzed by comparing UVSP positions across consecutive 13F reporting periods. InsiderSet's UVSP Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View UVSP ownership changes.
How has UVSP institutional ownership changed over time?
InsiderSet tracks UVSP institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.