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 | |
|---|---|---|---|---|---|
| Fidelity Series Sustainable U.S. Market Fund Fidelity Summer Street Trust | 488 | 18.5K $ | 0.03 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SA Franklin Tactical Opportunities Portfolio SUNAMERICA SERIES TRUST | 452 | 17.2K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds | 448 | 17K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 422 | 14.5K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. | 370 | 12.7K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 364 | 12.5K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Putnam Multi-Asset Income Fund Putnam Asset Allocation Funds | 360 | 12.1K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 336 | 12.8K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 316 | 12K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SA Franklin Allocation Moderately Aggressive Portfolio SEASONS SERIES TRUST | 292 | 10K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 230 | 8.7K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 218 | 7.5K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 201 | 6.9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Putnam VT Global Asset Allocation Fund Putnam Variable Trust | 188 | 6.4K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 149 | 5.7K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 141 | 4.8K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| KraneShares Man Buyout Beta Index ETF Krane Shares Trust | 102 | 3.5K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 94 | 3.2K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 71 | 2.7K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 71 | 2.4K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 65 | 2.2K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 51 | 1.9K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Avantis Responsible U.S. Equity ETF American Century ETF Trust | 46 | 1.5K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 38 | 1.3K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 29 | 973 $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 8 | 268.4 $ | 0.02 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 7 | 239.8 $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 1 | 33.6 $ | 0.00 % | 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