DaveManuel.com · Institutional Ownership · Who Owns It
UNIVEST FINANCIAL CORPORATIO (UVSP)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
224
Reporting holders
$1.0B
Reported value
83.9%
Of shares outstanding
0.0%
Calls
0.0%
Puts
+13
Holder change
Institutions report 23,138,457 shares against 27,580,768 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $149.5M | 3,417,251 | 0.00% | 8q | +9.8%+$13.4M |
| DIMENSIONAL FUND ADVISORS LP | $83.0M | 1,896,670 | 0.02% | 31q | +0.6%+$456.5K |
| FMR LLC | $68.7M | 1,570,525 | 0.00% | 31q | -17.4%-$14.5M |
| VANGUARD CAPITAL MANAGEMENT LLC | $52.0M | 1,187,660 | 0.00% | 2q | -2.4%-$1.3M |
| STATE STREET CORP | $43.4M | 991,985 | 0.00% | 31q | +6.2%+$2.6M |
| AMERICAN CENTURY COMPANIES INC | $37.0M | 846,282 | 0.02% | 21q | +11.6%+$3.9M |
| PZENA INVESTMENT MANAGEMENT LLC | $36.5M | 834,628 | 0.11% | 26q | -0.9%-$341.1K |
| GEODE CAPITAL MANAGEMENT, LLC | $36.0M | 823,655 | 0.00% | 31q | +4.1%+$1.4M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $33.4M | 764,026 | 0.03% | 31q | -30.3%-$14.5M |
| Assenagon Asset Management S.A. | $31.3M | 716,366 | 0.02% | 2q | +178.3%+$20.1M |
| RENAISSANCE TECHNOLOGIES LLC | $22.6M | 515,789 | 0.03% | 31q | -11.6%-$3.0M |
| UNIVEST FINANCIAL Corp | $22.0M | 503,433 | 1.08% | 31q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $19.0M | 435,006 | 0.01% | 30q | +24.0%+$3.7M |
| TWO SIGMA INVESTMENTS, LP | $18.6M | 424,252 | 0.01% | 21q | +32.7%+$4.6M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $15.4M | 351,281 | 0.01% | 14q | +1.3%+$192.0K |
| Leeward Investments, LLC - MA | $14.1M | 321,438 | 0.64% | 18q | -2.1%-$307.4K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $13.9M | 317,908 | 0.00% | 2q | +14.2%+$1.7M |
| NORTHERN TRUST CORP | $13.4M | 307,272 | 0.00% | 31q | +3.5%+$457.4K |
| SEI INVESTMENTS CO | $12.7M | 290,405 | 0.01% | 31q | +6.9%+$815.3K |
| GOLDMAN SACHS GROUP INC | $12.3M | 281,615 | 0.00% | 31q | -21.5%-$3.4M |
| Nuveen, LLC | $11.9M | 272,915 | 0.00% | 6q | +80.2%+$5.3M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $11.7M | 267,169 | 0.03% | 30q | -11.2%-$1.5M |
| MORGAN STANLEY | $11.0M | 250,739 | 0.00% | 35q | -0.5%-$59.9K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $10.5M | 239,352 | 0.18% | 31q | +3.7%+$369.7K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $10.3M | 236,309 | 0.00% | 31q | +1.1%+$114.4K |
| BANK OF AMERICA CORP /DE/ | $9.1M | 206,866 | 0.00% | 31q | -8.4%-$830.7K |
| NEUBERGER BERMAN GROUP LLC | $8.2M | 187,196 | 0.01% | 31q | -5.7%-$498.8K |
| VANGUARD FIDUCIARY TRUST CO | $8.0M | 183,258 | 0.00% | 2q | HELD |
| ACADIAN ASSET MANAGEMENT LLC | $6.9M | 157,339 | 0.01% | 2q | +10031.3%+$6.8M |
| MILLENNIUM MANAGEMENT LLC | $6.4M | 145,915 | 0.00% | 5q | -21.8%-$1.8M |
| SG Americas Securities, LLC | $6.2M | 141,028 | 0.00% | 4q | +42.2%+$1.8M |
| Bank of New York Mellon Corp | $6.1M | 140,196 | 0.00% | 31q | +3.2%+$191.5K |
| Empowered Funds, LLC | $6.1M | 139,215 | 0.03% | 2q | +6.5%+$369.7K |
| Trexquant Investment LP | $6.0M | 136,540 | 0.04% | 4q | +43.3%+$1.8M |
| Point72 Asset Management, L.P. | $5.8M | 131,806 | 0.01% | 3q | +100.3%+$2.9M |
| TUDOR INVESTMENT CORP ET AL | $5.6M | 128,460 | 0.01% | 2q | +9.9%+$504.9K |
| Man Group plc | $5.5M | 124,683 | 0.01% | 3q | +14.7%+$699.0K |
| Qube Research & Technologies Ltd | $5.0M | 114,449 | 0.00% | 4q | -44.2%-$4.0M |
| ALGERT GLOBAL LLC | $4.2M | 96,361 | 0.05% | 3q | +63.3%+$1.6M |
| UBS Group AG | $4.2M | 95,622 | 0.00% | 31q | +65.6%+$1.7M |
| JPMORGAN CHASE & CO | $4.0M | 89,479 | 0.00% | 31q | -5.2%-$215.2K |
| RAYMOND JAMES FINANCIAL INC | $3.8M | 86,968 | 0.00% | 7q | -6.8%-$275.5K |
| Creative Planning | $3.8M | 85,822 | 0.00% | 13q | +12.1%+$405.7K |
| AMERIPRISE FINANCIAL INC | $3.6M | 82,550 | 0.00% | 30q | +78.7%+$1.6M |
| BNP PARIBAS FINANCIAL MARKETS | $3.6M | 81,640 | 0.00% | 30q | +44.9%+$1.1M |
| MARTINGALE ASSET MANAGEMENT L P | $3.5M | 80,878 | 0.08% | 9q | -13.0%-$530.3K |
| PRUDENTIAL FINANCIAL INC | $3.1M | 70,051 | 0.00% | 31q | -4.0%-$127.7K |
| State of New Jersey Common Pension Fund D | $3.0M | 69,434 | 0.01% | 21q | -21.3%-$820.4K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $3.0M | 67,622 | 0.00% | 31q | -1.3%-$38.9K |
| FRANKLIN RESOURCES INC | $2.9M | 65,780 | 0.00% | 10q | +7.8%+$207.1K |
| Campbell & CO Investment Adviser LLC | $2.9M | 65,309 | 0.15% | 11q | +35.8%+$753.6K |
| Integrated Quantitative Investments LLC | $2.8M | 64,630 | 0.46% | 3q | HELD |
| PRICE T ROWE ASSOCIATES INC /MD/ | $2.6M | 59,734 | 0.00% | 31q | +21.7%+$466.7K |
| Swiss National Bank | $2.5M | 56,878 | 0.00% | 31q | HELD |
| Russell Investments Group, Ltd. | $2.4M | 54,539 | 0.00% | 5q | +117.5%+$1.3M |
| HSBC HOLDINGS PLC | $2.3M | 52,472 | 0.00% | 3q | +124.9%+$1.3M |
| ROYCE & ASSOCIATES LP | $2.2M | 50,865 | 0.02% | 11q | -5.9%-$138.9K |
| BARCLAYS PLC | $2.2M | 49,424 | 0.00% | 31q | +4.5%+$93.6K |
| LOGAN CAPITAL MANAGEMENT INC | $2.1M | 48,600 | 0.08% | 31q | HELD |
| Everhart Financial Group, Inc. | $2.1M | 47,881 | 0.13% | 12q | HELD |
| Quantinno Capital Management LP | $1.7M | 39,915 | 0.00% | 4q | +28.5%+$387.0K |
| PRINCIPAL FINANCIAL GROUP INC | $1.7M | 38,841 | 0.00% | 2q | +6.8%+$108.5K |
| Smartleaf Asset Management LLC | $1.7M | 38,000 | 0.05% | 11q | HELD |
| RHUMBLINE ADVISERS | $1.7M | 37,762 | 0.00% | 31q | +5.6%+$88.2K |
| Compass Ion Advisors, LLC | $1.6M | 37,255 | 0.14% | 27q | HELD |
| Invesco Ltd. | $1.6M | 37,055 | 0.00% | 31q | HELD |
| Jackson Creek Investment Advisors LLC | $1.6M | 35,657 | 0.52% | new | NEW |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $1.4M | 32,762 | 0.00% | 31q | +23.0%+$268.3K |
| Savant Capital, LLC | $1.3M | 34,781 | 0.00% | 4q | +83.1%+$609.0K |
| CITIGROUP INC | $1.3M | 30,243 | 0.00% | 31q | +50.6%+$444.8K |
| IEQ CAPITAL, LLC | $1.3M | 29,610 | 0.01% | 6q | +17.8%+$195.7K |
| DEUTSCHE BANK AG\ | $1.3M | 28,876 | 0.00% | 34q | +22.4%+$231.5K |
| ALLIANCEBERNSTEIN L.P. | $1.2M | 35,370 | 0.00% | 31q | HELD |
| Magnetar Financial LLC | $1.2M | 26,691 | 0.01% | new | NEW |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $1.2M | 26,532 | 0.00% | 16q | -1.6%-$18.7K |
| WELLS FARGO & COMPANY/MN | $1.1M | 25,522 | 0.00% | 31q | +106.9%+$577.0K |
| Graves Light Lenhart Wealth, Inc. | $1.1M | 24,450 | 0.10% | 2q | HELD |
| Bernardo Wealth Planning LLC | $1.1M | 24,271 | 0.18% | 10q | +3.0%+$31.1K |
| BLB&B Advisors, LLC | $1.0M | 23,392 | 0.04% | 31q | -2.2%-$23.0K |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $1.0M | 22,875 | 0.02% | 13q | -14.2%-$166.1K |
| Legal & General Group Plc | $964.0K | 22,034 | 0.00% | 31q | +19.3%+$156.2K |
| IVC Wealth Advisors LLC | $959.7K | 21,937 | 0.37% | 23q | HELD |
| LPL Financial LLC | $957.1K | 21,878 | 0.00% | 20q | -18.7%-$220.0K |
| Legato Capital Management LLC | $935.8K | 21,389 | 0.08% | 3q | HELD |
| Global Retirement Partners, LLC | $933.1K | 21,327 | 0.01% | 2q | +10.7%+$90.3K |
| Allianz Asset Management GmbH | $928.1K | 21,213 | 0.00% | 6q | HELD |
| GABELLI FUNDS LLC | $918.8K | 21,000 | 0.01% | 5q | +7.2%+$61.4K |
| LSV ASSET MANAGEMENT | $910.0K | 20,795 | 0.00% | 31q | +47.5%+$293.0K |
| STRS OHIO | $866.2K | 19,800 | 0.00% | 31q | -3.9%-$35.0K |
| GSA CAPITAL PARTNERS LLP | $843.0K | 19,275 | 0.05% | new | NEW |
| Mariner, LLC | $839.1K | 19,179 | 0.00% | 3q | +35.1%+$218.1K |
| Connor, Clark & Lunn Investment Management Ltd. | $828.8K | 18,944 | 0.00% | 8q | -56.6%-$1.1M |
| VICTORY CAPITAL MANAGEMENT INC | $828.0K | 18,925 | 0.00% | 31q | -3.4%-$29.5K |
| Bison Wealth, LLC | $825.2K | 18,665 | 0.08% | 6q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $817.8K | 18,823 | 0.00% | 8q | +21.8%+$146.6K |
| VANGUARD ASSET MANAGEMENT, Ltd | $809.0K | 18,491 | 0.00% | 2q | HELD |
| CANADA PENSION PLAN INVESTMENT BOARD | $805.0K | 18,400 | 0.00% | 3q | HELD |
| D. E. Shaw & Co., Inc. | $758.2K | 17,330 | 0.00% | 2q | -7.6%-$62.3K |
| KLP KAPITALFORVALTNING AS | $756.9K | 17,300 | 0.00% | 7q | HELD |
| MetLife Investment Management, LLC | $725.4K | 16,580 | 0.00% | 32q | +5.6%+$38.3K |
Showing the largest 100 of 224 reported holders.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-06-08 | SCHWEITZER JEFFREY M | Chairman, President & CEO | Sold | 13,933 | $570.0K |
| 2026-08-13 | Turner Michael L. | Director | Sold | 8,000 | $344.3K |
| 2026-08-24 | PETRO THOMAS M | Director | Sold | 5,000 | $208.4K |
| 2026-06-08 | Santana Megan D | Sr EVP & Chief Risk Officer | Sold | 2,787 | $113.8K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 51 | $29.9M | 728,975 | 6 | 13 | 7 | 0.0% |
| Q2 2026 | 224 | $1.0B | 23,138,457 | 29 | 75 | 57 | 0.0% |
| Q1 2026 | 211 | $768.2M | 22,367,264 | 27 | 69 | 53 | 0.2% |
| Q4 2025 | 198 | $722.8M | 22,077,980 | 29 | 62 | 56 | 0.0% |
| Q3 2025 | 185 | $672.0M | 22,385,230 | 27 | 58 | 42 | 0.0% |
| Q2 2025 | 181 | $678.1M | 22,568,709 | 20 | 62 | 49 | 0.0% |
| Q1 2025 | 177 | $645.8M | 22,768,270 | 18 | 54 | 51 | 0.0% |
| Q4 2024 | 172 | $667.8M | 22,630,799 | 18 | 52 | 40 | 0.0% |
| Q3 2024 | 156 | $629.6M | 22,373,535 | 27 | 42 | 49 | 0.0% |
| Q2 2024 | 140 | $496.8M | 21,769,325 | 15 | 38 | 44 | 0.0% |
| Q1 2024 | 139 | $468.9M | 22,516,554 | 14 | 42 | 40 | 0.0% |
| Q4 2023 | 142 | $494.3M | 22,440,435 | 13 | 49 | 41 | 0.0% |
| Q3 2023 | 135 | $375.8M | 21,626,102 | 9 | 54 | 38 | 0.0% |
| Q2 2023 | 139 | $391.3M | 21,614,764 | 16 | 46 | 42 | 0.0% |
| Q1 2023 | 141 | $575.2M | 24,244,785 | 15 | 46 | 49 | 0.0% |
| Q4 2022 | 137 | $561.7M | 21,492,617 | 8 | 48 | 43 | 0.0% |
| Q3 2022 | 136 | $505.3M | 21,518,427 | 15 | 33 | 46 | 0.0% |
| Q2 2022 | 133 | $552.7M | 21,725,909 | 7 | 41 | 48 | 0.0% |
| Q1 2022 | 144 | $583.5M | 21,793,936 | 18 | 43 | 43 | 0.0% |
| Q4 2021 | 138 | $871.8M | 29,147,522 | 9 | 47 | 42 | 0.0% |
| Q3 2021 | 134 | $2.8B | 103,641,303 | 13 | 39 | 39 | 0.0% |
| Q2 2021 | 134 | $2.8B | 105,187,217 | 12 | 44 | 45 | 0.0% |
| Q1 2021 | 133 | $3.0B | 104,683,183 | 18 | 38 | 51 | 0.0% |
| Q4 2020 | 124 | $2.6B | 125,575,699 | 11 | 32 | 42 | 0.0% |
| Q3 2020 | 122 | $1.8B | 125,155,218 | 11 | 31 | 49 | 0.0% |
| Q2 2020 | 130 | $468.6M | 29,050,449 | 14 | 47 | 37 | 0.1% |
| Q1 2020 | 126 | $664.1M | 40,688,458 | 6 | 42 | 44 | 0.0% |
| Q4 2019 | 146 | $1.0B | 38,305,802 | 15 | 54 | 40 | 0.0% |
| Q3 2019 | 137 | $773.8M | 30,330,498 | 14 | 53 | 34 | 0.0% |
| Q2 2019 | 136 | $985.3M | 37,516,253 | 19 | 40 | 38 | 0.0% |
| Q1 2019 | 127 | $925.8M | 37,842,049 | 23 | 39 | 34 | 0.0% |
| Q4 2018 | 112 | $808.1M | 37,487,886 | 3 | 2 | 2 | 0.0% |