Fund shareholders of Univest Financial Corp
ISIN US9152711001 · United States · LEI 4WII2HCR8UEWNU03U507
- Fund shareholders
- 237
- Of which ETFs
- 51 186 other funds
- Value held
- 413.1M $
- Share of capital
- 34.9 % of 27.6M shares on Jul 27, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 839,721 | 36.7M $ | 0.00 % | 3.04 % | as of Jun 30, 2026 ↗ |
| iShares Russell 2000 ETF iShares Trust | 774,251 | 33.9M $ | 0.04 % | 2.81 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Small Cap Value ETF American Century ETF Trust | 683,453 | 27M $ | 0.10 % | 2.48 % | as of May 31, 2026 ↗ |
| Small Cap Core Fund John Hancock Investment Trust | 469,686 | 20.8M $ | 1.07 % | 1.70 % | as of Jul 31, 2026 ↗ |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 415,476 | 18.4M $ | 0.09 % | 1.51 % | as of Jul 31, 2026 ↗ |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 331,684 | 14.7M $ | 0.09 % | 1.20 % | as of Jul 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 320,009 | 14M $ | 0.01 % | 1.16 % | as of Jun 30, 2026 ↗ |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 307,246 | 13.6M $ | 0.04 % | 1.11 % | as of Jul 31, 2026 ↗ |
| iShares Russell 2000 Value ETF iShares Trust | 273,519 | 12M $ | 0.08 % | 0.99 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST | 248,686 | 10.9M $ | 0.23 % | 0.90 % | as of Jun 30, 2026 ↗ |
| Fidelity Series Small Cap Core Fund Fidelity Concord Street Trust | 243,308 | 10.8M $ | 0.68 % | 0.88 % | as of Jul 31, 2026 ↗ |
| Select Banking Portfolio Fidelity Select Portfolios | 241,559 | 9.5M $ | 2.11 % | 0.88 % | as of May 31, 2026 ↗ |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 187,437 | 8.3M $ | 0.06 % | 0.68 % | as of Jul 31, 2026 ↗ |
| BlackRock Advantage Small Cap Core Fund BlackRock Funds | 166,566 | 6.6M $ | 0.12 % | 0.60 % | as of May 29, 2026 ↗ |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 155,860 | 6.9M $ | 0.08 % | 0.57 % | as of Jul 31, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 148,726 | 5.9M $ | 0.01 % | 0.54 % | as of May 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 144,412 | 5.7M $ | 0.03 % | 0.52 % | as of May 31, 2026 ↗ |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 137,339 | 5.4M $ | 0.02 % | 0.50 % | as of May 31, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 124,498 | 5.5M $ | 0.03 % | 0.45 % | as of Jul 31, 2026 ↗ |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 109,560 | 4.3M $ | 0.00 % | 0.40 % | as of May 31, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 105,158 | 4.7M $ | 0.06 % | 0.38 % | as of Jul 31, 2026 ↗ |
| Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 100,137 | 4.4M $ | 0.33 % | 0.36 % | as of Jun 30, 2026 ↗ |
| Small Cap Core Trust John Hancock Variable Insurance Trust | 98,548 | 4.3M $ | 1.20 % | 0.36 % | as of Jun 30, 2026 ↗ |
| Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds | 95,480 | 4.2M $ | 0.10 % | 0.35 % | as of Jul 31, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 95,441 | 4.2M $ | 0.27 % | 0.35 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 92,454 | 4.1M $ | 0.03 % | 0.34 % | as of Jul 31, 2026 ↗ |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 89,901 | 3.9M $ | 0.00 % | 0.33 % | as of Jun 30, 2026 ↗ |
| Fidelity SAI Small-Mid Cap Momentum Index Fund Fidelity Salem Street Trust | 86,997 | 3.8M $ | 0.09 % | 0.32 % | as of Jul 31, 2026 ↗ |
| Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 71,570 | 3.1M $ | 0.34 % | 0.26 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 70,523 | 3.1M $ | 0.01 % | 0.26 % | as of Jul 31, 2026 ↗ |
| Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust | 68,824 | 3M $ | 0.12 % | 0.25 % | as of Jul 31, 2026 ↗ |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 68,550 | 3M $ | 0.04 % | 0.25 % | as of Jul 31, 2026 ↗ |
| PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust | 65,300 | 2.9M $ | 0.66 % | 0.24 % | as of Jul 31, 2026 ↗ |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 64,086 | 2.5M $ | 0.09 % | 0.23 % | as of May 31, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 53,490 | 2.1M $ | 0.00 % | 0.19 % | as of May 31, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 52,631 | 2.3M $ | 0.04 % | 0.19 % | as of Jun 30, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 51,189 | 2.3M $ | 0.01 % | 0.19 % | as of Jul 31, 2026 ↗ |
| SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 47,975 | 2.1M $ | 0.41 % | 0.17 % | as of Jun 30, 2026 ↗ |
| Touchstone Funds Group Trust-Touchstone Small Cap Value Fund Touchstone Funds Group Trust | 47,187 | 2.1M $ | 0.94 % | 0.17 % | as of Jun 30, 2026 ↗ |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 46,074 | 1.8M $ | 0.01 % | 0.17 % | as of May 31, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 45,663 | 2M $ | 0.00 % | 0.17 % | as of Jul 31, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 43,167 | 1.7M $ | 0.00 % | 0.16 % | as of May 31, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 42,663 | 1.9M $ | 0.15 % | 0.15 % | as of Jul 31, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 41,630 | 1.8M $ | 0.00 % | 0.15 % | as of Jun 30, 2026 ↗ |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 39,232 | 1.7M $ | 0.08 % | 0.14 % | as of Jun 30, 2026 ↗ |
| Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds | 37,811 | 1.7M $ | 0.07 % | 0.14 % | as of Jun 30, 2026 ↗ |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 37,249 | 1.6M $ | 0.04 % | 0.14 % | as of Jul 31, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 37,176 | 1.5M $ | 0.20 % | 0.13 % | as of May 31, 2026 ↗ |
| Pzena Small Cap Value Fund Advisors Series Trust | 36,595 | 1.4M $ | 1.54 % | 0.13 % | as of May 31, 2026 ↗ |
| SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST | 34,723 | 1.5M $ | 0.47 % | 0.13 % | as of Jun 30, 2026 ↗ |
| NORTH SQUARE DYNAMIC SMALL CAP FUND Exchange Place Advisors Trust | 34,634 | 1.4M $ | 0.17 % | 0.13 % | as of May 31, 2026 ↗ |
| WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | 33,921 | 1.5M $ | 0.07 % | 0.12 % | as of Jun 30, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 32,366 | 1.4M $ | 0.04 % | 0.12 % | as of Jun 30, 2026 ↗ |
| Fidelity Enhanced Small Cap Core ETF Fidelity Covington Trust | 32,264 | 1.4M $ | 0.02 % | 0.12 % | as of Jun 30, 2026 ↗ |
| Royce Capital Fund - Small-Cap Portfolio ROYCE CAPITAL FUND | 31,820 | 1.4M $ | 0.75 % | 0.12 % | as of Jun 30, 2026 ↗ |
| Small Cap Value Fund Northern Funds | 31,208 | 1.4M $ | 0.20 % | 0.11 % | as of Jun 30, 2026 ↗ |
| VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND | 31,038 | 1.2M $ | 0.19 % | 0.11 % | as of May 31, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 29,558 | 1.3M $ | 0.06 % | 0.11 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Small Cap Value Fund American Century ETF Trust | 27,245 | 1.1M $ | 0.06 % | 0.10 % | as of May 31, 2026 ↗ |
| Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 26,200 | 1M $ | 0.08 % | 0.09 % | as of May 31, 2026 ↗ |
| SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS | 26,118 | 1.1M $ | 0.20 % | 0.09 % | as of Jun 30, 2026 ↗ |
| Diversified Equity Alpha Master Portfolio Master Investment Portfolio | 23,881 | 1M $ | 0.04 % | 0.09 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 23,490 | 1M $ | 0.01 % | 0.09 % | as of Jul 31, 2026 ↗ |
| Nuveen Equity Index Fund TIAA-CREF Funds | 22,487 | 994.8K $ | 0.00 % | 0.08 % | as of Jul 31, 2026 ↗ |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 22,073 | 976.5K $ | 0.02 % | 0.08 % | as of Jul 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 22,033 | 869K $ | 0.07 % | 0.08 % | as of May 31, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 21,515 | 941.3K $ | 0.05 % | 0.08 % | as of Jun 30, 2026 ↗ |
| JPMorgan Small Cap Value Fund JPMorgan Trust II | 21,080 | 922.3K $ | 0.07 % | 0.08 % | as of Jun 30, 2026 ↗ |
| Keeley Small Cap Fund Teton Westwood Funds | 21,000 | 918.8K $ | 0.62 % | 0.08 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST | 20,560 | 899.5K $ | 0.35 % | 0.07 % | as of Jun 30, 2026 ↗ |
| iShares US Small Cap Value Factor ETF iShares Trust | 20,050 | 877.2K $ | 0.44 % | 0.07 % | as of Jun 30, 2026 ↗ |
| LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 20,020 | 875.9K $ | 0.04 % | 0.07 % | as of Jun 30, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 19,154 | 847.4K $ | 0.00 % | 0.07 % | as of Jul 31, 2026 ↗ |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 19,106 | 845.2K $ | 0.03 % | 0.07 % | as of Jul 31, 2026 ↗ |
| Royce Small-Cap Value Fund ROYCE FUND | 19,045 | 833.2K $ | 0.75 % | 0.07 % | as of Jun 30, 2026 ↗ |
| SIMT Small Cap Growth Fund SEI INSTITUTIONAL MANAGED TRUST | 18,583 | 813K $ | 0.26 % | 0.07 % | as of Jun 30, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 17,756 | 700.3K $ | 0.00 % | 0.06 % | as of May 31, 2026 ↗ |
| JPMorgan U.S. Small Company Fund JPMorgan Trust I | 17,073 | 746.9K $ | 0.07 % | 0.06 % | as of Jun 30, 2026 ↗ |
| SMALL CAP EQUITY FUND GuideStone Funds | 16,487 | 721.3K $ | 0.07 % | 0.06 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 16,464 | 649.3K $ | 0.07 % | 0.06 % | as of May 31, 2026 ↗ |
| SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 16,314 | 643.4K $ | 0.27 % | 0.06 % | as of May 31, 2026 ↗ |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 16,289 | 642.4K $ | 0.00 % | 0.06 % | as of May 31, 2026 ↗ |
| Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust | 16,048 | 632.9K $ | 0.01 % | 0.06 % | as of May 31, 2026 ↗ |
| Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust | 14,999 | 663.6K $ | 0.16 % | 0.05 % | as of Jul 31, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 14,915 | 659.8K $ | 0.00 % | 0.05 % | as of Jul 31, 2026 ↗ |
| VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | 14,747 | 645.2K $ | 0.02 % | 0.05 % | as of Jun 30, 2026 ↗ |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 14,672 | 649.1K $ | 0.07 % | 0.05 % | as of Jul 31, 2026 ↗ |
| VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND | 14,496 | 571.7K $ | 0.07 % | 0.05 % | as of May 31, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 14,450 | 632.2K $ | 0.00 % | 0.05 % | as of Jun 30, 2026 ↗ |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | 14,407 | 630.3K $ | 0.09 % | 0.05 % | as of Jun 30, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 14,289 | 625.1K $ | 0.04 % | 0.05 % | as of Jun 30, 2026 ↗ |
| Empower Small Cap Value Fund EMPOWER FUNDS, INC. | 14,000 | 612.5K $ | 0.10 % | 0.05 % | as of Jun 30, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 13,478 | 596.3K $ | 0.04 % | 0.05 % | as of Jul 31, 2026 ↗ |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 13,042 | 570.6K $ | 0.01 % | 0.05 % | as of Jun 30, 2026 ↗ |
| AQR Small Cap Multi-Style Fund AQR Funds | 12,927 | 565.6K $ | 0.15 % | 0.05 % | as of Jun 30, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 12,836 | 561.6K $ | 0.00 % | 0.05 % | as of Jun 30, 2026 ↗ |
| VANGUARD U.S. QUALITY FACTOR ETF VANGUARD WELLINGTON FUND | 12,504 | 493.2K $ | 0.11 % | 0.05 % | as of May 31, 2026 ↗ |
| LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 11,815 | 516.9K $ | 0.05 % | 0.04 % | as of Jun 30, 2026 ↗ |
| BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. | 11,731 | 513.2K $ | 0.05 % | 0.04 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Equity ETF American Century ETF Trust | 11,518 | 454.3K $ | 0.00 % | 0.04 % | as of May 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Select Banking Portfolio Fidelity Select Portfolios | 2.11 % | as of May 31, 2026 ↗ |
| Pzena Small Cap Value Fund Advisors Series Trust | 1.54 % | as of May 31, 2026 ↗ |
| Small Cap Core Trust John Hancock Variable Insurance Trust | 1.20 % | as of Jun 30, 2026 ↗ |
| Small Cap Core Fund John Hancock Investment Trust | 1.07 % | as of Jul 31, 2026 ↗ |
| Touchstone Funds Group Trust-Touchstone Small Cap Value Fund Touchstone Funds Group Trust | 0.94 % | as of Jun 30, 2026 ↗ |
| Royce Capital Fund - Small-Cap Portfolio ROYCE CAPITAL FUND | 0.75 % | as of Jun 30, 2026 ↗ |
| Royce Small-Cap Value Fund ROYCE FUND | 0.75 % | as of Jun 30, 2026 ↗ |
| Fidelity Series Small Cap Core Fund Fidelity Concord Street Trust | 0.68 % | as of Jul 31, 2026 ↗ |
| PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust | 0.66 % | as of Jul 31, 2026 ↗ |
| Keeley Small Cap Fund Teton Westwood Funds | 0.62 % | as of Jun 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 237 | +9 | 9,625,563 | +0.0 % |
| 2026Q2 | 228 | -2 | 9,623,071 | -5.0 % |
| 2026Q1 | 230 | -3 | 10,128,193 | -1.2 % |
| 2025Q4 | 233 | 0 | 10,248,243 | -3.5 % |
| 2025Q3 | 233 | +6 | 10,617,609 | -2.0 % |
| 2025Q2 | 227 | +16 | 10,838,867 | +2.2 % |
| 2025Q1 | 211 | -2 | 10,603,217 | +2.6 % |
| 2024Q4 | 213 | +11 | 10,339,054 | +0.3 % |
| 2024Q3 | 202 | +2 | 10,306,891 | +0.7 % |
| 2024Q2 | 200 | +2 | 10,230,665 | +1.4 % |
| 2024Q1 | 198 | -18 | 10,086,140 | +2.9 % |
| 2023Q4 | 216 | 9,804,334 |
Institutional managers
199 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 3,111,092 | 106.6M $ | as of Mar 31, 2026 |
| FMR LLC | 1,902,324 | 65.2M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 1,886,235 | 64.6M $ | as of Mar 31, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1,095,555 | 37.5M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 933,686 | 32M $ | as of Mar 31, 2026 |
| PZENA INVESTMENT MANAGEMENT LLC | 842,425 | 28.9M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 790,944 | 27.1M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 758,002 | 26M $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 583,734 | 20M $ | as of Mar 31, 2026 |
| UNIVEST FINANCIAL Corp | 501,751 | 17.2M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 358,710 | 12.3M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 350,938 | 12M $ | as of Mar 31, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 346,893 | 11.9M $ | as of Mar 31, 2026 |
| Leeward Investments, LLC - MA | 328,464 | 11.3M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 319,803 | 11M $ | as of Mar 31, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 300,739 | 10.3M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 296,818 | 10.2M $ | as of Mar 31, 2026 |
| SEI INVESTMENTS CO | 271,772 | 9.3M $ | as of Mar 31, 2026 |
| Assenagon Asset Management S.A. | 257,403 | 8.8M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 252,109 | 8.6M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 233,694 | 8M $ | as of Mar 31, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 230,901 | 7.9M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 225,853 | 7.7M $ | as of Mar 31, 2026 |
| Qube Research & Technologies Ltd | 204,974 | 7M $ | as of Mar 31, 2026 |
| NEUBERGER BERMAN GROUP LLC | 198,597 | 6.8M $ | as of Mar 31, 2026 |
Declared shareholders of Univest Financial Corp
There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| FMR LLC and 1 other | 5.60 % | 1,570,525 | as of Jun 30, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of Univest Financial Corp". https://titelia.com/en/stocks/univest-financial-corp-US9152711001