UNIVEST FINANCIAL CORPORATIO

Watch

Share

UVSP·915271100·US·Common Stock·Financial Services - Banks - Regional-13D/G

UVSP (UNIVEST FINANCIAL CORPORATIO) is held by 116 institutional investors as of Q1 2026. Largest holders: BlackRock, Inc. ($106.6M), FMR LLC ($65.2M), DIMENSIONAL FUND ADVISORS LP ($64.6M). Net institutional sentiment: Mixed.

116

Holders

(8 Elite)

$692.2M

Total Value

63% (104)

Consensus

65 buying - 39 selling

13F: Mar 31, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Institutional (13F)50

Insider (Form 4)74

Activist (13D/13G)26

Congressional (STOCK Act)42

Holder Quality

43

★★★★★

Elite

19

★★★★

Strong

51

★★★

Solid

89

★★

Below

52

★

Weak

Held by 116 funds

8 elite

Who's Trading

ActivistFMR LLC5.6%Aug 6, 2026

InsiderSMSCHWEITZER JEFFREY MSell $570KJun 8, 2026

InsiderSDSantana Megan DSell $114KJun 8, 2026

InsiderRJRichardson Brian JSell $85KJun 8, 2026

ActivistFMR LLC6.8%May 6, 2026

InsiderKSKeim Michael SExercise 7K shMay 5, 2026

InsiderKSKeim Michael SSell $280KMay 5, 2026

ActivistVAVanguard Capital Management5.1%Apr 30, 2026

InsiderPNPaquin NatalyeSell $491KApr 27, 2026

CongressJefferson ShreveSale $15,001 - $50,000May 12, 2025

Sign up free to see all 10

View all insider tradesView all activist filingsView all congressional trades

Top Holders

Top Holders (116)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BlackRock, Inc.	Increased	3.1M(+0.4%)	$106.6M	0.0%	+55.22%	30
FMR LLC	Decreased	1.9M(-25.5%)	$65.2M	0.0%	+55.40%	0
DIMENSIONAL FUND ADVISORS LP	Increased	1.9M(+0.4%)	$64.6M	0.0%	+106.48%	30
VAVANGUARD CAPITAL MANAGEMENT LLC	New	1.2M	$41.7M	0.0%	+29.15%	40
MANUFACTURERS LIFE INSURANCE COMPANY, THE	Decreased	1.1M(-8.4%)	$37.5M	0.0%	+102.50%	0
STATE STREET CORP	Increased	933,686(+8.8%)	$32M	0.0%	+95.91%	31
PZENA INVESTMENT MANAGEMENT LLC	Decreased	842,425(-1.6%)	$28.9M	0.1%	+221.54%	0
GEODE CAPITAL MANAGEMENT, LLC	Increased	790,944(+1.6%)	$27.1M	0.0%	+120.34%	29
AMERICAN CENTURY COMPANIES INC	Increased	758,002(+8.1%)	$26M	0.0%	+82.97%	31
RENAISSANCE TECHNOLOGIES LLC	Decreased	583,734(-8.1%)	$20M	0.0%	+102.12%	0
GOLDMAN SACHS GROUP INC	Decreased	358,710(-5.5%)	$12.3M	0.0%	+48.37%	0
AQR CAPITAL MANAGEMENT LLC	Increased	350,938(+8.1%)	$12M	0.0%	+115.68%	30
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	Increased	346,893(+4.1%)	$11.9M	0.0%	+64.93%	29
TWO SIGMA INVESTMENTS, LP	Increased	319,803(+128.4%)	$11M	0.0%	+42.02%	45
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	Decreased	300,739(-4.3%)	$10.3M	0.0%	+117.25%	0
NORTHERN TRUST CORP	Increased	296,818(+2.1%)	$10.2M	0.0%	+135.01%	28
VPVANGUARD PORTFOLIO MANAGEMENT LLC	New	278,491	$9.5M	0.0%	+29.15%	38
SEI INVESTMENTS CO	Increased	271,772(+12.1%)	$9.3M	0.0%	+77.82%	31
Assenagon Asset Management S.A.	New	257,403	$8.8M	0.0%	0.00%	38
MORGAN STANLEY	Decreased	252,109(-8.3%)	$8.6M	0.0%	+73.44%	0

Showing 1-20 of 119

Per page:

1 / 6

UVSPUNIVEST FINANCIAL CORPORATIO

1M3M6M1Y3Y5Y

Continue exploring

Smart money flow

Track where institutional capital is flowing

Discover new institutional entries

Fresh positions initiated this quarter

Check sector trends

Capital flows across GICS sectors

Other Financial Services stocks held by institutions

VVISA INC

426 holders · $395.2B

MAMASTERCARD INCORPORATED

413 holders · $349.9B

JPMJPMORGAN CHASE & CO

410 holders · $506.7B

BACBANK AMERICA CORP

401 holders · $240B

BRK/BBERKSHIRE HATHAWAY INC DEL

395 holders · $387.6B

COFCAPITAL ONE FINL CORP

385 holders · $87.6B

WFCWELLS FARGO & CO

385 holders · $172.9B

SPGIS&P GLOBAL INC

382 holders · $95.7B

AXPAMERICAN EXPRESS CO

380 holders · $161.1B

MSMORGAN STANLEY

380 holders · $206.3B

High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer