13FBOX
UNIVEST FINANCIAL CORPORATIO · 13F Institutional Holdings
Options Calculator Rankings

UNIVEST FINANCIAL CORPORATIO

UVSP
Institutions
223
Combined AUM (Q2 2026)
$996.0M
Combined Shares (Q2 2026)
22.8M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+1.9M
116 · 33 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-1.5M
72 · 17 Exit · ≈
⚖️ Net
+394,358
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$996.0M
Institutions
223
New Buys
33
Adds
83
Reduces
55
Exits
17
Unchanged
52
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BlackRock, Inc.
<0.01%<0.01%#93$149.5M3.4M$106.6M3.1M+306,159+9.84%Add
DIMENSIONAL FUND ADVISORS LP
0.02%0.01%#39$83.0M1.9M$64.6M1.9M+10,435+0.55%Add
FMR LLC
<0.01%<0.01%#83$68.7M1.6M$65.2M1.9M-331,799-17.44%Reduce
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#124$52.0M1.2M$41.7M1.2M-29,683-2.44%Reduce
STATE STREET CORP
<0.01%<0.01%#121$43.4M991,985$32.0M933,686+58,299+6.24%Add
AMERICAN CENTURY COMPANIES INC
0.02%0.01%#38$37.0M846,282$26.0M758,002+88,280+11.65%Add
PZENA INVESTMENT MANAGEMENT LLC
0.11%0.09%#12$36.5M834,628$28.9M842,425-7,797-0.93%Reduce
GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#100$36.0M823,655$27.1M790,944+32,711+4.14%Add
MANUFACTURERS LIFE INSURANCE COMPANY, THE
0.03%0.03%#33$33.4M764,026$37.5M1.1M-331,529-30.26%Reduce
RENAISSANCE TECHNOLOGIES LLC
0.03%0.03%#32$22.6M515,789$20.0M583,734-67,945-11.64%Reduce
UNIVEST FINANCIAL Corp
1.08%0.97%#1$22.0M503,433$17.2M501,751+1,682+0.34%Add
AQR CAPITAL MANAGEMENT LLC
0.01%0.01%#59$19.0M435,006$12.0M350,938+84,068+23.96%Add
TWO SIGMA INVESTMENTS, LP
0.01%0.01%#41$18.6M424,252$11.0M319,803+104,449+32.66%Add
Assenagon Asset Management S.A.
0.02%0.01%#35$15.7M358,183$8.8M257,403+100,780+39.15%Add
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
0.01%0.01%#57$15.4M351,281$11.9M346,893+4,388+1.26%Add
Leeward Investments, LLC - MA
0.64%0.56%#2$14.1M321,438$11.3M328,464-7,026-2.14%Reduce
VANGUARD PORTFOLIO MANAGEMENT LLC
<0.01%<0.01%#145$13.9M317,908$9.5M278,491+39,417+14.15%Add
NORTHERN TRUST CORP
<0.01%<0.01%#109$13.4M307,272$10.2M296,818+10,454+3.52%Add
SEI INVESTMENTS CO
0.01%0.01%#48$12.7M290,405$9.3M271,772+18,633+6.86%Add
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#125$12.3M281,615$12.3M358,710-77,095-21.49%Reduce
Nuveen, LLC
<0.01%<0.01%#85$11.9M272,915$5.2M151,482+121,433+80.16%Add
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC
0.03%0.03%#28$11.7M267,169$10.3M300,739-33,570-11.16%Reduce
MORGAN STANLEY
<0.01%<0.01%#149$11.0M250,739$6.9M231,153+19,586+8.47%Add
BRIDGEWAY CAPITAL MANAGEMENT, LLC
0.18%0.16%#7$10.5M239,352$7.9M230,901+8,451+3.66%Add
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
<0.01%<0.01%#116$10.3M236,309$8.0M233,694+2,615+1.12%Add
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#150$9.1M206,866$7.7M225,853-18,987-8.41%Reduce
Neuberger Berman Group LLC
0.01%0.01%#67$8.2M187,196$6.8M198,597-11,401-5.74%Reduce
VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#103$8.0M183,258$6.3M182,515+743+0.41%Add
ACADIAN ASSET MANAGEMENT LLC
0.01%<0.01%#54$6.9M157,339$53,0001,553+155,786+10,031.29%Add
MILLENNIUM MANAGEMENT LLC
<0.01%<0.01%#95$6.4M145,915$6.4M186,686-40,771-21.84%Reduce
SG Americas Securities, LLC
<0.01%<0.01%#81$6.2M141,028$3.4M99,155+41,873+42.23%Add
Bank of New York Mellon Corp
<0.01%<0.01%#128$6.1M140,196$4.7M135,818+4,378+3.22%Add
Empowered Funds, LLC
0.03%0.03%#30$6.1M139,215$4.5M130,764+8,451+6.46%Add
Trexquant Investment LP
0.04%0.02%#27$6.0M136,540$3.3M95,306+41,234+43.26%Add
Point72 Asset Management, L.P.
0.01%<0.01%#61$5.8M131,806$2.3M65,793+66,013+100.33%Add
TUDOR INVESTMENT CORP ET AL
0.01%0.01%#56$5.6M128,460$4.0M116,920+11,540+9.87%Add
Man Group plc
0.01%0.01%#53$5.5M124,683$3.7M108,705+15,978+14.70%Add
Qube Research & Technologies Ltd
<0.01%0.01%#71$5.0M114,449$7.0M204,974-90,525-44.16%Reduce
ALGERT GLOBAL LLC
0.05%0.03%#23$4.2M96,361$2.0M59,014+37,347+63.28%Add
UBS Group AG
<0.01%<0.01%#154$4.2M95,622$2.0M57,739+37,883+65.61%Add
JPMORGAN CHASE & CO
<0.01%<0.01%#185$4.0M89,479$3.2M94,350-4,871-5.16%Reduce
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#127$3.8M86,968$3.2M93,264-6,296-6.75%Reduce
Creative Planning
<0.01%<0.01%#94$3.8M85,822$2.6M76,550+9,272+12.11%Add
AMERIPRISE FINANCIAL INC
<0.01%<0.01%#138$3.6M82,550$1.6M46,183+36,367+78.75%Add
BNP PARIBAS FINANCIAL MARKETS
<0.01%<0.01%#104$3.6M81,640$1.9M56,327+25,313+44.94%Add
MARTINGALE ASSET MANAGEMENT L P
0.08%0.08%#15$3.5M80,878$3.2M93,000-12,122-13.03%Reduce
PRUDENTIAL FINANCIAL INC
<0.01%<0.01%#75$3.1M70,051$2.5M72,971-2,920-4.00%Reduce
State of New Jersey Common Pension Fund D
0.01%0.01%#50$3.0M69,434$3.0M88,187-18,753-21.27%Reduce
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
<0.01%<0.01%#153$3.0M67,622$2.3M68,511-889-1.30%Reduce
FRANKLIN RESOURCES INC
<0.01%<0.01%#147$2.9M65,780$2.1M61,046+4,734+7.75%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow