Companies / Univest Financial Corp / Institutional holders

Univest Financial Corp

Institutional holders · 13F as of Jun 30, 2026

Holder	Value	Shares	% of shares
BlackRock, Inc.	$149.50M	3,417,251	12.39%
FMR LLC	$83.57M	2,552,384	9.25%
Dimensional Fund Advisors LP	$61.53M	1,879,270	6.81%
VANGUARD GROUP INC	$54.45M	1,663,013	6.03%
STATE STREET CORPORATION	$43.40M	991,985	3.60%
MANUFACTURERS LIFE INSURANCE COMPANY, THE	$39.14M	1,195,475	4.33%
PZENA INVESTMENT MANAGEMENT LLC	$36.51M	834,628	3.03%
GEODE CAPITAL MANAGEMENT, LLC	$27.10M	790,944	2.87%
AMERICAN CENTURY COMPANIES INC	$22.96M	701,363	2.54%
Univest Financial Corp	$22.03M	503,433	1.83%
Renaissance Technologies LLC	$20.00M	583,734	2.12%
THE GOLDMAN SACHS GROUP, INC.	$12.43M	379,679	1.38%
AQR Capital Management, LLC	$12.02M	350,938	1.27%
Arrowstreet Capital, Limited Partnership	$11.88M	346,893	1.26%
Leeward Investments, LLC - MA	$11.05M	337,535	1.22%
TWO SIGMA INVESTMENTS, LP	$10.96M	319,803	1.16%
Hotchkis and Wiley Capital Management, LLC	$10.30M	300,739	1.09%
NORTHERN TRUST CORP	$9.52M	290,635	1.05%
Morgan Stanley	$9.00M	274,876	1.00%
SEI INVESTMENTS CO	$7.94M	242,525	0.88%
BRIDGEWAY CAPITAL MANAGEMENT, LLC	$7.91M	230,901	0.84%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$7.69M	234,973	0.85%
Neuberger Berman Group LLC	$6.72M	205,276	0.74%
Millennium Management LLC	$6.40M	186,686	0.68%
BANK OF AMERICA CORP /DE	$6.26M	191,296	0.69%
Nuveen, LLC	$5.12M	156,518	0.57%
Endeavour Capital Advisors Inc.	$4.75M	138,587	0.50%
Bank of New York Mellon Corp/The	$4.65M	135,818	0.49%
JPMORGAN CHASE & CO	$4.44M	135,563	0.49%
Empowered Funds, LLC	$4.03M	123,230	0.45%
RAYMOND JAMES FINANCIAL INC	$3.11M	94,919	0.34%
Point72 Asset Management, L.P.	$2.99M	91,440	0.33%
State of New Jersey Common Pension Fund D	$2.89M	88,187	0.32%
TWO SIGMA ADVISERS, LP	$2.72M	83,080	0.30%
ROYCE & ASSOCIATES LP	$2.57M	78,556	0.28%
MARTINGALE ASSET MANAGEMENT L P	$2.56M	78,323	0.28%
PRUDENTIAL FINANCIAL INC	$2.50M	72,971	0.26%
Creative Planning	$2.47M	75,509	0.27%
Barclays PLC	$2.25M	68,638	0.25%
AMERIPRISE FINANCIAL INC	$1.94M	59,385	0.22%
BNP PARIBAS FINANCIAL MARKETS	$1.93M	56,327	0.20%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$1.88M	57,539	0.21%
Swiss National Bank	$1.86M	56,878	0.21%
Trexquant Investment LP	$1.83M	55,843	0.20%
Franklin Resources, Inc.	$1.70M	52,038	0.19%
UBS Group AG	$1.65M	50,376	0.18%
Campbell & CO Investment Adviser LLC	$1.65M	48,083	0.17%
Qube Research & Technologies Ltd	$1.60M	48,746	0.18%
Y-Intercept (Hong Kong) Ltd	$1.51M	46,011	0.17%
JANE STREET GROUP, LLC	$1.42M	43,311	0.16%