Latest Period
Q1 2026
Security Snapshot
UNIVEST FINANCIAL CORP - COMMON STOCK (UVSP) Institutional Ownership
CUSIP: 915271100
13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026
Institutions Reporting
208
Shares (Excl. Options)
22,359,927
Price
$34.26
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- Security type / class
- Equity / COMMON STOCK
- Symbol
- UVSP on Nasdaq
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 22,359,927
- Total 13F value
- $766,036,651
- Portfolio coverage rank
- 0%
- Share change
- +266,036
- Value change
- +$9,487,237
- Number of holders
- 208
- Shares outstanding
- 28,045,083
- SEC-reported price per share
- $43.75
- Insider filing price
- $43.75
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- UVSP - UNIVEST FINANCIAL CORP - COMMON STOCK is tracked under CUSIP 915271100.
- 208 institutions reported positions in Q1 2026.
- 3 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 208 to 66 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $766,036,651 to $56,507,517.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 208 institutions filings for Q1 2026.
Security key
915271100
Latest holder period
Q1 2026
13F holders
208
13D/G owners
3
CIK / CUSIP context first
Open Q1 2026 holders
UVSP full holder history
UNIVEST FINANCIAL Corp SEC filings
UNIVEST FINANCIAL Corp company facts
UNIVEST FINANCIAL Corp insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 915271100:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
3
Security
UVSP
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | 8.5% | $71,107,357 | 2,453,670 | BlackRock, Inc. | 31 Mar 2025 | |||
| FMR LLC | 5.6% | -17% | $68,710,453 | -$14,516,206 | 1,570,525 | -17% | FMR LLC | 30 Jun 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | 5.1% | $48,817,451 | 1,424,911 | Vanguard Capital Management | 31 Mar 2026 |
As of 31 Mar 2026, 208 institutional investors reported holding 22,359,927 shares of UNIVEST FINANCIAL CORP - COMMON STOCK (UVSP). This represents 80% of the company’s total 28,045,083 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
63%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 11% | 3,111,092 | +0.43% | 0% | $106,586,007 |
| FMR LLC | 6.8% | 1,902,324 | -25% | 0% | $65,173,608 |
| DIMENSIONAL FUND ADVISORS LP | 6.7% | 1,886,235 | +0.37% | 0.01% | $64,621,990 |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.3% | 1,217,343 | 0% | 0% | $41,706,171 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 3.9% | 1,095,555 | -8.4% | 0.03% | $37,533,714 |
| STATE STREET CORP | 3.3% | 933,686 | +8.8% | 0% | $31,988,082 |
| PZENA INVESTMENT MANAGEMENT LLC | 3% | 842,425 | -1.6% | 0.09% | $28,861,481 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.8% | 790,944 | +1.6% | 0% | $27,100,896 |
| AMERICAN CENTURY COMPANIES INC | 2.7% | 758,002 | +8.1% | 0.01% | $25,969,148 |
| RENAISSANCE TECHNOLOGIES LLC | 2.1% | 583,734 | -8.1% | 0.03% | $19,998,727 |
| UNIVEST FINANCIAL Corp | 1.8% | 501,751 | -19% | 0.97% | $17,189,984 |
| GOLDMAN SACHS GROUP INC | 1.3% | 358,710 | -5.5% | 0% | $12,289,412 |
| AQR CAPITAL MANAGEMENT LLC | 1.3% | 350,938 | +8.1% | 0.01% | $12,023,151 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.2% | 346,893 | +4.1% | 0.01% | $11,884,554 |
| Leeward Investments, LLC - MA | 1.2% | 328,464 | -2.7% | 0.56% | $11,253,177 |
| TWO SIGMA INVESTMENTS, LP | 1.1% | 319,803 | +128% | 0.01% | $10,956,451 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 1.1% | 300,739 | -4.3% | 0.03% | $10,303,318 |
| NORTHERN TRUST CORP | 1.1% | 296,818 | +2.1% | 0% | $10,168,985 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 0.99% | 278,491 | 0% | 0% | $9,541,102 |
| SEI INVESTMENTS CO | 0.97% | 271,772 | +12% | 0.01% | $9,311,225 |
| Assenagon Asset Management S.A. | 0.92% | 257,403 | 0.01% | $8,818,627 | |
| MORGAN STANLEY | 0.9% | 252,109 | -8.3% | 0% | $8,637,256 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.83% | 233,694 | -0.54% | 0% | $8,006,356 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.82% | 230,901 | +3.4% | 0.16% | $7,910,668 |
| BANK OF AMERICA CORP /DE/ | 0.81% | 225,853 | +18% | 0% | $7,737,723 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
50
Latest
Q1 2026
Rows shown
1-25 of 50
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 1,291,551 | $56,507,517 | +$4,312,161 | $43.75 | 66 |
| 2026 Q1 | 22,359,927 | $766,036,651 | +$9,487,237 | $34.26 | 208 |
| 2025 Q4 | 22,055,905 | $722,072,773 | -$3,346,708 | $32.74 | 196 |
| 2025 Q3 | 22,239,632 | $667,627,517 | -$9,440,015 | $30.02 | 182 |
| 2025 Q2 | 22,575,439 | $678,255,445 | -$4,665,701 | $30.04 | 180 |
| 2025 Q1 | 22,768,387 | $645,752,315 | +$4,893,225 | $28.36 | 176 |
| 2024 Q4 | 22,630,766 | $667,821,834 | +$8,213,789 | $29.51 | 171 |
| 2024 Q3 | 22,269,886 | $626,652,768 | +$13,669,277 | $28.14 | 154 |
| 2024 Q2 | 21,696,043 | $495,225,548 | -$4,347,322 | $22.83 | 136 |
| 2024 Q1 | 21,905,976 | $456,197,332 | -$5,471,706 | $20.82 | 137 |
| 2023 Q4 | 22,105,435 | $486,893,867 | +$10,881,180 | $22.03 | 141 |
| 2023 Q3 | 21,625,939 | $375,806,801 | +$169,319 | $17.38 | 133 |
| 2023 Q2 | 21,585,409 | $390,557,014 | -$4,408,969 | $18.08 | 136 |
| 2023 Q1 | 21,773,113 | $516,519,342 | +$9,385,491 | $23.74 | 140 |
| 2022 Q4 | 21,504,516 | $562,032,817 | +$11,918,030 | $26.13 | 135 |
| 2022 Q3 | 21,144,135 | $496,500,944 | -$4,790,358 | $23.48 | 134 |
| 2022 Q2 | 21,304,832 | $542,029,736 | +$2,675,895 | $25.44 | 132 |
| 2022 Q1 | 21,465,259 | $574,677,978 | -$9,934,499 | $26.76 | 144 |
| 2021 Q4 | 21,305,956 | $637,143,086 | -$3,149,590 | $29.92 | 138 |
| 2021 Q3 | 21,081,622 | $577,434,256 | +$6,577,596 | $27.39 | 135 |
| 2021 Q2 | 20,844,189 | $550,020,144 | -$3,257,886 | $26.37 | 135 |
| 2021 Q1 | 20,969,676 | $599,379,050 | +$13,170,113 | $28.59 | 136 |
| 2020 Q4 | 20,554,776 | $423,541,785 | +$8,938,093 | $20.58 | 123 |
| 2020 Q3 | 20,138,274 | $289,754,988 | -$5,401,125 | $14.37 | 124 |
| 2020 Q2 | 20,460,720 | $329,661,499 | +$7,814,722 | $16.14 | 129 |