178 tracked 13F filers disclose a position in UVSP as of the latest SEC 13F filings, a combined $739.2M in reported value. 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $106.6M | 3.1M | ▲+0.4% Added · +13K sh | Q1 2026 | |
| 2 | FMR LLC | $65.2M | 1.9M | ▼−25% Reduced · −650K sh | Q1 2026 | |
| 3 | DIMENSIONAL FUND ADVISORS LP | $64.6M | 1.9M | ▲+0.4% Added · +7K sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $41.7M | 1.2M | →First observed position No prior filed position | Q1 2026 | |
| 5 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $37.5M | 1.1M | ▼−8.3% Reduced · −100K sh | Q1 2026 | |
| 6 | STATE STREET CORP | $32.0M | 934K | ▲+8.8% Added · +75K sh | Q1 2026 | |
| 7 | PZENA INVESTMENT MANAGEMENT LLC | $28.9M | 842K | ▼−1.6% Reduced · −14K sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $27.1M | 791K | ▲+1.6% Added · +12K sh | Q1 2026 | |
| 9 | AMERICAN CENTURY COMPANIES INC | $26.0M | 758K | ▲+8.1% Added · +57K sh | Q1 2026 | |
| 10 | RENAISSANCE TECHNOLOGIES LLC | $20.0M | 584K | ▼−8.1% Reduced · −51K sh | Q1 2026 | |
| 11 | UNIVEST FINANCIAL Corp | $17.2M | 502K | ▼−19% Reduced · −116K sh | Q1 2026 | |
| 12 | GOLDMAN SACHS GROUP INC | $12.3M | 359K | ▼−5.5% Reduced · −21K sh | Q1 2026 | |
| 13 | AQR CAPITAL MANAGEMENT LLC | $12.0M | 351K | ▲+8.1% Added · +26K sh | Q1 2026 | |
| 14 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $11.9M | 347K | ▲+4.1% Added · +14K sh | Q1 2026 | |
| 15 | Leeward Investments, LLC - MA | $11.3M | 328K | ▼−2.7% Reduced · −9K sh | Q1 2026 | |
| 16 | TWO SIGMA INVESTMENTS, LP | $11.0M | 320K | ▲+128% Added · +180K sh | Q1 2026 | |
| 17 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $10.3M | 301K | ▼−4.3% Reduced · −13K sh | Q1 2026 | |
| 18 | NORTHERN TRUST CORP | $10.2M | 297K | ▲+2.1% Added · +6K sh | Q1 2026 | |
| 19 | VANGUARD PORTFOLIO MANAGEMENT LLC | $9.5M | 278K | →First observed position No prior filed position | Q1 2026 | |
| 20 | SEI INVESTMENTS CO | $9.3M | 272K | ▲+12% Added · +29K sh | Q1 2026 | |
| 21 | MORGAN STANLEY | $8.6M | 252K | ▼−8.3% Reduced · −23K sh | Q1 2026 | |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $8.0M | 234K | ▼−0.5% Reduced · −1K sh | Q1 2026 | |
| 23 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $7.9M | 231K | ▲+3.4% Added · +8K sh | Q1 2026 | |
| 24 | BANK OF AMERICA CORP /DE/ | $7.7M | 226K | ▲+18% Added · +35K sh | Q1 2026 | |
| 25 | Qube Research & Technologies Ltd | $7.0M | 205K | ▲+320% Added · +156K 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.
Last quarter, 6 funds opened a new position in UVSP and 20 added to an existing one, while 14 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 58 funds | $27.2B |
| ALPHABET INC-CL AGOOGL | 57 funds | $17.2B |
| AMAZON.COM INCAMZN | 56 funds | $20.1B |
| META PLATFORMS INC-CLASS AMETA | 56 funds | $12.1B |
| VISA INC-CLASS A SHARESV | 56 funds | $5.8B |
| BANK OF AMERICA CORPBAC | 56 funds | $3.8B |
| NVIDIA CORPNVDA | 55 funds | $39.4B |
| BROADCOM INCAVGO | 55 funds | $15.0B |
| JPMORGAN CHASE & COJPM | 55 funds | $8.2B |
| ELI LILLY & COLLY | 55 funds | $7.1B |
| COSTCO WHOLESALE CORPCOST | 55 funds | $4.8B |
| UNITEDHEALTH GROUP INCUNH | 55 funds | $3.3B |
Ranked by how many of UVSP's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 8, 2026 | Santana Megan D | Sr EVP & Chief Risk Officer | Sell (S) | 3K | $114K |
| Jun 8, 2026 | Richardson Brian J | Sr EVP & CFO | Sell (S) | 2K | $85K |
| Jun 8, 2026 | SCHWEITZER JEFFREY M | Chairman, President & CEO, Director | Sell (S) | 14K | $570K |
| May 5, 2026 | Keim Michael S | Senior EVP & COO | Sell (S) | 7K | $280K |
| Apr 27, 2026 | Paquin Natalye | Director | Sell (S) | 13K | $491K |
| Feb 2, 2026 | Paquin Natalye | Director | Buy (P) | 580 | $20K |
| Dec 12, 2025 | SCHWEITZER JEFFREY M | Chairman, President & CEO, Director | Sell (S) | 12K | $430K |
| Dec 12, 2025 | Keim Michael S | Senior EVP & COO | Sell (S) | 7K | $228K |
| Dec 12, 2025 | Santana Megan D | Sr EVP & Chief Risk Officer | Sell (S) | 3K | $89K |
| Dec 12, 2025 | Richardson Brian J | Sr EVP & CFO | Sell (S) | 2K | $52K |
| Nov 10, 2025 | Paquin Natalye | Director | Buy (P) | 455 | $14K |
| Nov 10, 2025 | Paquin Natalye | Director | Buy (P) | 200 | $6K |
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/UVSP/capital-change-brief"
Use Arkolith's capital_change_brief for UVSP. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
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.