Fund shareholders of Univest Financial Corp
ISIN US9152711001 · United States · LEI 4WII2HCR8UEWNU03U507
- Fund shareholders
- 228
- Of which ETFs
- 48 180 other funds
- Value held
- 340.8M $
- 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 | 871,191 | 29.8M $ | 0.00 % | 3.16 % | as of Mar 31, 2026 ↗ |
| Small Cap Core Fund John Hancock Investment Trust | 764,630 | 29M $ | 1.45 % | 2.77 % | as of Apr 30, 2026 ↗ |
| iShares Russell 2000 ETF iShares Trust | 708,723 | 24.3M $ | 0.03 % | 2.57 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Small Cap Value ETF American Century ETF Trust | 619,712 | 20.8M $ | 0.09 % | 2.25 % | as of Feb 28, 2026 ↗ |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 415,476 | 15.8M $ | 0.08 % | 1.51 % | as of Apr 30, 2026 ↗ |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 331,684 | 12.6M $ | 0.08 % | 1.20 % | as of Apr 30, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 317,751 | 10.9M $ | 0.01 % | 1.15 % | as of Mar 31, 2026 ↗ |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 277,874 | 10.6M $ | 0.03 % | 1.01 % | as of Apr 30, 2026 ↗ |
| Select Banking Portfolio Fidelity Select Portfolios | 256,359 | 8.6M $ | 1.90 % | 0.93 % | as of Feb 28, 2026 ↗ |
| iShares Russell 2000 Value ETF iShares Trust | 243,557 | 8.3M $ | 0.07 % | 0.88 % | as of Mar 31, 2026 ↗ |
| Fidelity Series Small Cap Core Fund Fidelity Concord Street Trust | 243,308 | 9.2M $ | 0.57 % | 0.88 % | as of Apr 30, 2026 ↗ |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 234,160 | 7.9M $ | 0.00 % | 0.85 % | as of Feb 28, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST | 202,845 | 6.9M $ | 0.19 % | 0.74 % | as of Mar 31, 2026 ↗ |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 187,877 | 7.1M $ | 0.05 % | 0.68 % | as of Apr 30, 2026 ↗ |
| BlackRock Advantage Small Cap Core Fund BlackRock Funds | 168,893 | 5.7M $ | 0.12 % | 0.61 % | as of Feb 27, 2026 ↗ |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 154,415 | 5.9M $ | 0.08 % | 0.56 % | as of Apr 30, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 150,076 | 5M $ | 0.01 % | 0.54 % | as of Feb 28, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 140,840 | 4.7M $ | 0.03 % | 0.51 % | as of Feb 28, 2026 ↗ |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 139,646 | 4.7M $ | 0.02 % | 0.51 % | as of Feb 28, 2026 ↗ |
| Small Cap Core Trust John Hancock Variable Insurance Trust | 131,925 | 4.5M $ | 1.57 % | 0.48 % | as of Mar 31, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 124,498 | 4.7M $ | 0.03 % | 0.45 % | as of Apr 30, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 104,313 | 4M $ | 0.05 % | 0.38 % | as of Apr 30, 2026 ↗ |
| Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 100,137 | 3.4M $ | 0.29 % | 0.36 % | as of Mar 31, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 92,454 | 3.5M $ | 0.03 % | 0.34 % | as of Apr 30, 2026 ↗ |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 89,901 | 3.1M $ | 0.00 % | 0.33 % | as of Mar 31, 2026 ↗ |
| Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 77,470 | 2.7M $ | 0.32 % | 0.28 % | as of Mar 31, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 70,873 | 2.4M $ | 0.20 % | 0.26 % | as of Mar 31, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 70,523 | 2.7M $ | 0.01 % | 0.26 % | as of Apr 30, 2026 ↗ |
| Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust | 67,068 | 2.5M $ | 0.11 % | 0.24 % | as of Apr 30, 2026 ↗ |
| PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust | 65,300 | 2.5M $ | 0.60 % | 0.24 % | as of Apr 30, 2026 ↗ |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 63,918 | 2.1M $ | 0.09 % | 0.23 % | as of Feb 28, 2026 ↗ |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 61,200 | 2.3M $ | 0.03 % | 0.22 % | as of Apr 30, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 53,490 | 1.8M $ | 0.00 % | 0.19 % | as of Feb 28, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 51,189 | 1.9M $ | 0.01 % | 0.19 % | as of Apr 30, 2026 ↗ |
| SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 50,654 | 1.7M $ | 0.39 % | 0.18 % | as of Mar 31, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 49,623 | 1.9M $ | 0.15 % | 0.18 % | as of Apr 30, 2026 ↗ |
| Touchstone Funds Group Trust-Touchstone Small Cap Value Fund Touchstone Funds Group Trust | 48,289 | 1.7M $ | 0.83 % | 0.18 % | as of Mar 31, 2026 ↗ |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 48,180 | 1.6M $ | 0.01 % | 0.17 % | as of Feb 28, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 45,663 | 1.7M $ | 0.00 % | 0.17 % | as of Apr 30, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 45,400 | 1.6M $ | 0.03 % | 0.16 % | as of Mar 31, 2026 ↗ |
| Pzena Small Cap Value Fund Advisors Series Trust | 41,755 | 1.4M $ | 1.48 % | 0.15 % | as of Feb 28, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 41,022 | 1.4M $ | 0.00 % | 0.15 % | as of Feb 28, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 40,542 | 1.4M $ | 0.00 % | 0.15 % | as of Mar 31, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 38,642 | 1.3M $ | 0.07 % | 0.14 % | as of Mar 31, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 38,499 | 1.3M $ | 0.17 % | 0.14 % | as of Feb 28, 2026 ↗ |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 35,576 | 1.4M $ | 0.03 % | 0.13 % | as of Apr 30, 2026 ↗ |
| Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds | 35,097 | 1.2M $ | 0.07 % | 0.13 % | as of Mar 31, 2026 ↗ |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 34,791 | 1.2M $ | 0.07 % | 0.13 % | as of Mar 31, 2026 ↗ |
| SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST | 34,723 | 1.2M $ | 0.41 % | 0.13 % | as of Mar 31, 2026 ↗ |
| Royce Capital Fund - Small-Cap Portfolio ROYCE CAPITAL FUND | 34,330 | 1.2M $ | 0.69 % | 0.12 % | as of Mar 31, 2026 ↗ |
| WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | 34,081 | 1.2M $ | 0.06 % | 0.12 % | as of Mar 31, 2026 ↗ |
| SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS | 32,523 | 1.1M $ | 0.26 % | 0.12 % | as of Mar 31, 2026 ↗ |
| Small Cap Value Fund Northern Funds | 31,208 | 1.1M $ | 0.17 % | 0.11 % | as of Mar 31, 2026 ↗ |
| NORTH SQUARE DYNAMIC SMALL CAP FUND Exchange Place Advisors Trust | 28,674 | 962K $ | 0.14 % | 0.10 % | as of Feb 28, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 28,670 | 982.2K $ | 0.03 % | 0.10 % | as of Mar 31, 2026 ↗ |
| Diversified Equity Master Portfolio Master Investment Portfolio | 27,864 | 954.6K $ | 0.03 % | 0.10 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Small Cap Value Fund American Century ETF Trust | 27,245 | 914.1K $ | 0.06 % | 0.10 % | as of Feb 28, 2026 ↗ |
| VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND | 26,825 | 900K $ | 0.16 % | 0.10 % | as of Feb 28, 2026 ↗ |
| Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 26,200 | 879K $ | 0.07 % | 0.09 % | as of Feb 28, 2026 ↗ |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 23,490 | 892.4K $ | 0.01 % | 0.09 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST | 22,522 | 771.6K $ | 0.29 % | 0.08 % | as of Mar 31, 2026 ↗ |
| Nuveen Equity Index Fund TIAA-CREF Funds | 22,487 | 854.3K $ | 0.00 % | 0.08 % | as of Apr 30, 2026 ↗ |
| JPMorgan Small Cap Value Fund JPMorgan Trust II | 22,366 | 766.3K $ | 0.07 % | 0.08 % | as of Mar 31, 2026 ↗ |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 22,073 | 838.6K $ | 0.02 % | 0.08 % | as of Apr 30, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 21,515 | 737.1K $ | 0.05 % | 0.08 % | as of Mar 31, 2026 ↗ |
| SIMT Small Cap Growth Fund SEI INSTITUTIONAL MANAGED TRUST | 21,162 | 725K $ | 0.27 % | 0.08 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 20,997 | 704.4K $ | 0.06 % | 0.08 % | as of Feb 28, 2026 ↗ |
| iShares US Small Cap Value Factor ETF iShares Trust | 20,844 | 714.1K $ | 0.42 % | 0.08 % | as of Mar 31, 2026 ↗ |
| Royce Small-Cap Value Fund ROYCE FUND | 19,709 | 675.2K $ | 0.68 % | 0.07 % | as of Mar 31, 2026 ↗ |
| Keeley Small Cap Fund Teton Westwood Funds | 19,597 | 671.4K $ | 0.78 % | 0.07 % | as of Mar 31, 2026 ↗ |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 19,220 | 658.5K $ | 0.03 % | 0.07 % | as of Mar 31, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 19,154 | 727.7K $ | 0.00 % | 0.07 % | as of Apr 30, 2026 ↗ |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 18,995 | 721.6K $ | 0.03 % | 0.07 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 18,600 | 624K $ | 0.07 % | 0.07 % | as of Feb 28, 2026 ↗ |
| JPMorgan U.S. Small Company Fund JPMorgan Trust I | 18,306 | 627.2K $ | 0.07 % | 0.07 % | as of Mar 31, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 17,756 | 595.7K $ | 0.00 % | 0.06 % | as of Feb 28, 2026 ↗ |
| SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 17,419 | 584.4K $ | 0.23 % | 0.06 % | as of Feb 28, 2026 ↗ |
| Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust | 17,319 | 657.9K $ | 0.13 % | 0.06 % | as of Apr 30, 2026 ↗ |
| Empower Small Cap Value Fund EMPOWER FUNDS, INC. | 16,900 | 579K $ | 0.10 % | 0.06 % | as of Mar 31, 2026 ↗ |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 16,289 | 546.5K $ | 0.00 % | 0.06 % | as of Feb 28, 2026 ↗ |
| Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust | 15,789 | 529.7K $ | 0.01 % | 0.06 % | as of Feb 28, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 15,295 | 524K $ | 0.00 % | 0.06 % | as of Mar 31, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 14,915 | 566.6K $ | 0.00 % | 0.05 % | as of Apr 30, 2026 ↗ |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | 14,747 | 505.2K $ | 0.08 % | 0.05 % | as of Mar 31, 2026 ↗ |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 14,672 | 557.4K $ | 0.07 % | 0.05 % | as of Apr 30, 2026 ↗ |
| VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND | 14,496 | 486.3K $ | 0.06 % | 0.05 % | as of Feb 28, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 13,306 | 455.9K $ | 0.03 % | 0.05 % | as of Mar 31, 2026 ↗ |
| AQR Small Cap Multi-Style Fund AQR Funds | 12,927 | 442.9K $ | 0.30 % | 0.05 % | as of Mar 31, 2026 ↗ |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 12,479 | 427.5K $ | 0.00 % | 0.05 % | as of Mar 31, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 12,196 | 463.3K $ | 0.03 % | 0.04 % | as of Apr 30, 2026 ↗ |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 11,902 | 452.2K $ | 0.00 % | 0.04 % | as of Apr 30, 2026 ↗ |
| BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. | 11,731 | 401.9K $ | 0.05 % | 0.04 % | as of Mar 31, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 11,689 | 400.5K $ | 0.00 % | 0.04 % | as of Mar 31, 2026 ↗ |
| Victory Integrity Discovery Fund Victory Portfolios | 11,200 | 383.7K $ | 0.56 % | 0.04 % | as of Mar 31, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 11,195 | 375.6K $ | 0.03 % | 0.04 % | as of Feb 28, 2026 ↗ |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 11,100 | 380.3K $ | 0.02 % | 0.04 % | as of Mar 31, 2026 ↗ |
| LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 10,951 | 375.2K $ | 0.04 % | 0.04 % | as of Mar 31, 2026 ↗ |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 10,247 | 389.3K $ | 0.00 % | 0.04 % | as of Apr 30, 2026 ↗ |
| Avantis U.S. Equity ETF American Century ETF Trust | 10,243 | 343.7K $ | 0.00 % | 0.04 % | as of Feb 28, 2026 ↗ |
| VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND | 10,225 | 343K $ | 0.14 % | 0.04 % | as of Feb 28, 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 | 1.90 % | as of Feb 28, 2026 ↗ |
| Small Cap Core Trust John Hancock Variable Insurance Trust | 1.57 % | as of Mar 31, 2026 ↗ |
| Pzena Small Cap Value Fund Advisors Series Trust | 1.48 % | as of Feb 28, 2026 ↗ |
| Small Cap Core Fund John Hancock Investment Trust | 1.45 % | as of Apr 30, 2026 ↗ |
| Touchstone Funds Group Trust-Touchstone Small Cap Value Fund Touchstone Funds Group Trust | 0.83 % | as of Mar 31, 2026 ↗ |
| Keeley Small Cap Fund Teton Westwood Funds | 0.78 % | as of Mar 31, 2026 ↗ |
| Royce Capital Fund - Small-Cap Portfolio ROYCE CAPITAL FUND | 0.69 % | as of Mar 31, 2026 ↗ |
| Royce Small-Cap Value Fund ROYCE FUND | 0.68 % | as of Mar 31, 2026 ↗ |
| PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust | 0.60 % | as of Apr 30, 2026 ↗ |
| Fidelity Series Small Cap Core Fund Fidelity Concord Street Trust | 0.57 % | as of Apr 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 |
|---|---|---|---|---|
| 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 are 2 beneficial ownership filings. 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 | 6.80 % | 1,902,324 | as of Mar 31, 2026 · SCHEDULE 13G |
| Vanguard Capital Management | 5.07 % | 1,424,911 | as of Mar 31, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of Univest Financial Corp". https://titelia.com/en/stocks/univest-financial-corp-US9152711001