UVSP

Univest Financial Corp$40.57 0.65%
FinancialsUSCUSIP 915271100· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
153
+9 QoQ
13F Value (tracked)
$783.3M
Insider Net · 180d
-$749K
1↑ 3↓
Recent Filings
15
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)24 adding · 15 trimming
Insider net (180d)-$749K

Price & smart-money activity

$40.57 0.65%5Y +44.3%
$14.26$21.33$28.39$35.45$42.52202120222023202420252026201812231516231714191420172019232224241722212520222127162221332037232352824392144233
Hover for who · click for detailEnd-of-day closing prices52w $28.12 – $40.57
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Use UVSP data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent who owns UVSP

This stock page is the Follow view. The Build view lets your agent query UVSP owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/UVSP"
Ask your agent
Use Arkolith to show who owns UVSP,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

153 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1BlackRock, Inc.
$106.6M
3.1M
+0.4%
Added · +13K sh
Q1 2026
2FMR LLC
$65.2M
1.9M
−25%
Reduced · −650K sh
Q1 2026
3DIMENSIONAL FUND ADVISORS LP
$64.6M
1.9M
+0.4%
Added · +7K sh
Q1 2026
4VANGUARD GROUP INC
$54.4M
1.7M
−4.5%
Reduced · −79K sh
Q4 2025
5VANGUARD CAPITAL MANAGEMENT LLC
$41.7M
1.2M
New
+1.2M sh
Q1 2026
6MANUFACTURERS LIFE INSURANCE COMPANY, THE
$37.5M
1.1M
−8.3%
Reduced · −100K sh
Q1 2026
7STATE STREET CORP
$32.0M
934K
+8.8%
Added · +75K sh
Q1 2026
8PZENA INVESTMENT MANAGEMENT LLC
$28.9M
842K
−1.6%
Reduced · −14K sh
Q1 2026
9GEODE CAPITAL MANAGEMENT, LLC
$27.1M
791K
+1.6%
Added · +12K sh
Q1 2026
10AMERICAN CENTURY COMPANIES INC
$26.0M
758K
+8.1%
Added · +57K sh
Q1 2026
11RENAISSANCE TECHNOLOGIES LLC
$20.0M
584K
−8.1%
Reduced · −51K sh
Q1 2026
12UNIVEST FINANCIAL Corp
$17.2M
502K
−19%
Reduced · −116K sh
Q1 2026
13GOLDMAN SACHS GROUP INC
$12.3M
359K
−5.5%
Reduced · −21K sh
Q1 2026
14AQR CAPITAL MANAGEMENT LLC
$12.0M
351K
+8.1%
Added · +26K sh
Q1 2026
15ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
$11.9M
347K
+4.1%
Added · +14K sh
Q1 2026
16Leeward Investments, LLC - MA
$11.3M
328K
−2.7%
Reduced · −9K sh
Q1 2026
17TWO SIGMA INVESTMENTS, LP
$11.0M
320K
+128%
Added · +180K sh
Q1 2026
18HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC
$10.3M
301K
−4.3%
Reduced · −13K sh
Q1 2026
19NORTHERN TRUST CORP
$10.2M
297K
+2.1%
Added · +6K sh
Q1 2026
20VANGUARD PORTFOLIO MANAGEMENT LLC
$9.5M
278K
New
+278K sh
Q1 2026
21SEI INVESTMENTS CO
$9.3M
272K
+12%
Added · +29K sh
Q1 2026
22MORGAN STANLEY
$8.6M
252K
−8.3%
Reduced · −23K sh
Q1 2026
23CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$8.0M
234K
−0.5%
Reduced · −1K sh
Q1 2026
24BRIDGEWAY CAPITAL MANAGEMENT, LLC
$7.9M
231K
+3.4%
Added · +8K sh
Q1 2026
25BANK OF AMERICA CORP /DE/
$7.7M
226K
+18%
Added · +35K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
5
funds
Added
19
funds
Reduced
15
funds
Exited
0
funds

Insider activity (Form 4)

Full insider page →
Buys · 180d
$20K
1 insiders
Sells · 180d
$769K
3 insiders
Net
-$749K
4 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
Jun 8, 2026Richardson Brian JSr EVP & CFOSell (S)2K$85K
Jun 8, 2026Richardson Brian JSr EVP & CFOOption exercise (M)2K$0
Jun 8, 2026Santana Megan DSr EVP & Chief Risk OfficerOption exercise (M)3K$79K
Jun 8, 2026Santana Megan DSr EVP & Chief Risk OfficerSell (S)3K$114K
Jun 8, 2026Santana Megan DSr EVP & Chief Risk OfficerOption exercise (M)3K$0
Jun 8, 2026Richardson Brian JSr EVP & CFOOption exercise (M)2K$60K
Jun 8, 2026SCHWEITZER JEFFREY MChairman, President & CEO, DirectorOption exercise (M)14K$0
Jun 8, 2026SCHWEITZER JEFFREY MChairman, President & CEO, DirectorOption exercise (M)14K$397K
Jun 8, 2026SCHWEITZER JEFFREY MChairman, President & CEO, DirectorSell (S)14K$570K
Mar 15, 2026McCormick Patrick CSEVP & Chief Comm Bank OfficerTax withholding (F)1K$41K
Mar 15, 2026McCormick Patrick CSEVP & Chief Comm Bank OfficerOther (J)760$0
Mar 15, 2026McCormick Patrick CSEVP & Chief Comm Bank OfficerOption exercise (M)3K$0

Institutional ownership over time

151 funds+67 since Q2 2022
076151Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $727.3M

Funds that own UVSP also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT58 funds$27.2B
ALPHABET INC-CL AGOOGL57 funds$17.2B
AMAZON.COM INCAMZN56 funds$20.1B
META PLATFORMS INC-CLASS AMETA56 funds$12.1B
VISA INC-CLASS A SHARESV56 funds$5.8B
BANK OF AMERICA CORPBAC56 funds$3.8B
NVIDIA CORPNVDA55 funds$39.4B
BROADCOM INCAVGO55 funds$15.0B
JPMORGAN CHASE & COJPM55 funds$8.2B
ELI LILLY & COLLY55 funds$7.1B
COSTCO WHOLESALE CORPCOST55 funds$4.8B
UNITEDHEALTH GROUP INCUNH55 funds$3.3B

Ranked by how many of UVSP's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

15 shown

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for UVSP. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.