New Positions
31 managers initiated
Top five by reported value
Univest Financial Corp NASDAQ NMS - GLOBAL MARKET:UVSP
Institutional holders, quarter-over-quarter share deltas, and new and closed positions disclosed in Form 13F. Period 2025-12-31 · prior 2025-09-30.
31 new62 added102 reduced18 exited
Total Institutional Holders
195
as of 2025-12-31
Top Holder
BlackRock, Inc.
$101.4M
Largest QoQ Increase
UNIVEST FINANCIAL Corp
+112,203 sh
Largest QoQ Decrease
Allianz Asset Management GmbH
-167,832 sh
New Positions(31)
Added To(62)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,097,835 | +6,643 | $101.4M | +$8.6M | 0.2% |
| UNIVEST FINANCIAL Corp | 617,526 | +112,203 | $20.2M | +$5.0M | 22.2% |
| GOLDMAN SACHS GROUP INC | 379,679 | +104,516 | $12.4M | +$4.2M | 38.0% |
| AMERICAN CENTURY COMPANIES INC | 701,363 | +23,518 | $23.0M | +$2.6M | 3.5% |
| MORGAN STANLEY | 274,876 | +43,723 | $9.0M | +$2.1M | 18.9% |
| AQR CAPITAL MANAGEMENT LLC | 324,736 | +22,991 | $10.6M | +$1.6M | 7.6% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 333,121 | +13,808 | $10.9M | +$1.3M | 4.3% |
| SEI INVESTMENTS CO | 242,525 | +13,342 | $7.9M | +$1.1M | 5.8% |
| AlphaQuest LLC | 35,232 | +26,572 | $1.2M | +$893.5K | 306.8% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 223,367 | +9,182 | $7.3M | +$883.2K | 4.3% |
| Neuberger Berman Group LLC | 205,276 | +5,808 | $6.7M | +$732.7K | 2.9% |
| Qube Research & Technologies Ltd | 48,746 | +17,859 | $1.6M | +$668.7K | 57.8% |
| BARCLAYS PLC | 76,989 | +20,801 | $2.3M | +$626.0K | 37.0% |
| TWO SIGMA INVESTMENTS, LP | 140,024 | +8,078 | $4.6M | +$623.4K | 6.1% |
| Empowered Funds, LLC | 123,230 | +9,182 | $4.0M | +$610.8K | 8.1% |
| State of New Jersey Common Pension Fund D | 88,187 | +9,951 | $2.9M | +$538.6K | 12.7% |
| Campbell & CO Investment Adviser LLC | 38,272 | +14,315 | $1.3M | +$533.8K | 59.8% |
| Y-Intercept (Hong Kong) Ltd | 46,011 | +12,572 | $1.5M | +$502.6K | 37.6% |
| WELLS FARGO & COMPANY/MN | 33,581 | +9,766 | $1.1M | +$384.5K | 41.0% |
| UBS ASSET MANAGEMENT AMERICAS INC | 57,539 | +7,571 | $1.9M | +$383.8K | 15.2% |
| Creative Planning | 75,509 | +4,472 | $2.5M | +$339.6K | 6.3% |
| Connor, Clark & Lunn Investment Management Ltd. | 37,721 | +7,739 | $1.2M | +$334.9K | 25.8% |
| TWO SIGMA ADVISERS, LP | 83,080 | +3,100 | $2.7M | +$319.0K | 3.9% |
| AMERIPRISE FINANCIAL INC | 59,385 | +4,533 | $1.9M | +$297.6K | 8.3% |
| Trexquant Investment LP | 55,843 | +2,838 | $1.8M | +$237.1K | 5.3% |
| Quantinno Capital Management LP | 19,406 | +4,898 | $635.4K | +$199.8K | 33.8% |
| Swiss National Bank | 56,878 | +1,500 | $1.9M | +$199.7K | 2.7% |
| LPL Financial LLC | 31,023 | +3,547 | $1.0M | +$190.9K | 12.9% |
| FRANKLIN RESOURCES INC | 52,038 | +1,082 | $1.7M | +$174.0K | 2.1% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 22,333 | +3,687 | $731.2K | +$171.4K | 19.8% |
| Quantbot Technologies LP | 5,447 | +5,160 | $178.3K | +$169.7K | 1797.9% |
| Russell Investments Group, Ltd. | 24,931 | +2,774 | $816.2K | +$151.1K | 12.5% |
| Everhart Financial Group, Inc. | 40,208 | +1,167 | $1.3M | +$144.4K | 3.0% |
| IEQ CAPITAL, LLC | 19,626 | +3,019 | $642.6K | +$144.0K | 18.2% |
| Smartleaf Asset Management LLC | 38,049 | +768 | $1.3M | +$130.1K | 2.1% |
| Brandywine Global Investment Management, LLC | 16,956 | +2,190 | $555.1K | +$111.9K | 14.8% |
| Compass Ion Advisors, LLC | 37,248 | +5 | $1.2M | +$101.4K | 0.0% |
| Cerity Partners LLC | 10,448 | +2,238 | $342.1K | +$95.6K | 27.3% |
| BNP PARIBAS ARBITRAGE, SNC | 25,582 | +476 | $837.6K | +$83.9K | 1.9% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 16,903 | +966 | $555.1K | +$76.8K | 6.1% |
| Polymer Capital Management (US) LLC | 11,117 | +1,458 | $364.0K | +$74.0K | 15.1% |
| MERCER GLOBAL ADVISORS INC /ADV | 8,536 | +1,290 | $279.5K | +$61.9K | 17.8% |
| OCCUDO QUANTITATIVE STRATEGIES LP | 10,005 | +804 | $327.6K | +$51.4K | 8.7% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 7,868 | +942 | $257.6K | +$49.7K | 13.6% |
| Summit Financial, LLC | 14,308 | +117 | $468.5K | +$42.4K | 0.8% |
| Tower Research Capital LLC (TRC) | 1,868 | +987 | $61.2K | +$34.7K | 112.0% |
| COMERICA BANK | 8,212 | +181 | $268.9K | +$27.8K | 2.3% |
| PNC Financial Services Group, Inc. | 7,008 | +234 | $229.4K | +$26.1K | 3.5% |
| Farther Finance Advisors, LLC | 509 | +491 | $16.7K | +$16.1K | 2727.8% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 17,012 | +295 | $504.9K | +$3.1K | 1.8% |
| Turning Point Benefit Group, Inc. | 75 | +66 | $2.5K | +$2.2K | 733.3% |
| GAMMA Investing LLC | 707 | +8 | $23.1K | +$2.2K | 1.1% |
| EverSource Wealth Advisors, LLC | 601 | +17 | $19.7K | +$2.1K | 2.9% |
| ROTHSCHILD INVESTMENT LLC | 107 | +38 | $3.5K | +$1.4K | 55.1% |
| MAI Capital Management | 68 | +19 | $2.2K | +$756 | 38.8% |
| Rockefeller Capital Management L.P. | 69 | +15 | $2.3K | +$638 | 27.8% |
| True Wealth Design, LLC | 57 | +2 | $1.9K | +$215 | 3.6% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 43,218 | +815 | $1.4K | +$142 | 1.9% |
| CWM, LLC | 14,272 | +1,140 | $467 | +$73 | 8.7% |
| NATIXIS ADVISORS, L.P. | 12,624 | +1,127 | $413 | +$68 | 9.8% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 334 | +78 | $11 | +$3 | 30.5% |
| Covestor Ltd | 22 | +19 | $1 | +$1 | 633.3% |
Reduced(102)
Sold Out(18)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Cubist Systematic Strategies, LLC | 0 | -43,368 | $0 | -$1.3M | — |
| Assenagon Asset Management S.A. | 0 | -30,251 | $0 | -$908.1K | — |
| Bison Wealth, LLC | 0 | -18,630 | $0 | -$548.7K | — |
| Engineers Gate Manager LP | 0 | -15,133 | $0 | -$454.3K | — |
| Apexium Financial, LP | 0 | -14,973 | $0 | -$449.5K | — |
| Brevan Howard Capital Management LP | 0 | -13,974 | $0 | -$419.5K | — |
| Semanteon Capital Management, LP | 0 | -11,912 | $0 | -$357.6K | — |
| ZACKS INVESTMENT MANAGEMENT | 0 | -9,797 | $0 | -$294.1K | — |
| TWO SIGMA SECURITIES, LLC | 0 | -6,770 | $0 | -$203.2K | — |
| State of Tennessee, Treasury Department | 0 | -4,892 | $0 | -$146.9K | — |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | -1,466 | $0 | -$44.0K | — |
| Point72 (DIFC) Ltd | 0 | -841 | $0 | -$25.2K | — |
| Evergreen Private Wealth LLC | 0 | -87 | $0 | -$2.6K | — |
| Bare Financial Services, Inc | 0 | -76 | $0 | -$2.3K | — |
| PRINCIPAL SECURITIES, INC. | 0 | -14 | $0 | -$420 | — |
| SHELL ASSET MANAGEMENT CO | 0 | -2,125 | $0 | -$64 | — |
| Sunbelt Securities, Inc. | 0 | -2 | $0 | -$60 | — |
| Hemington Wealth Management | 0 | -9 | $0 | $0 | — |
Top Holders by reported value
Ranked by the dollar value reported on the latest Form 13F. Share counts reflect long positions as of 2025-12-31.
| Manager | Shares | $ Value | Δ Shares | QoQ % |
|---|---|---|---|---|
| BlackRock, Inc. | 3,097,835 | $101.4M | +6,643 | 0.2% |
| FMR LLC | 2,552,384 | $83.6M | -37,203 | -1.4% |
| DIMENSIONAL FUND ADVISORS LP | 1,879,270 | $61.5M | -18,200 | -0.9% |
| VANGUARD GROUP INC | 1,663,013 | $54.4M | -78,925 | -4.5% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1,195,475 | $39.1M | -132,363 | -10.0% |
| STATE STREET CORP | 858,308 | $28.1M | -30,923 | -3.5% |
| PZENA INVESTMENT MANAGEMENT LLC | 856,235 | $28.0M | -34,667 | -3.9% |
| GEODE CAPITAL MANAGEMENT, LLC | 778,841 | $25.5M | -23,964 | -3.0% |
| AMERICAN CENTURY COMPANIES INC | 701,363 | $23.0M | +23,518 | 3.5% |
| RENAISSANCE TECHNOLOGIES LLC | 635,230 | $20.8M | -8,059 | -1.3% |
| UNIVEST FINANCIAL Corp | 617,526 | $20.2M | +112,203 | 22.2% |
| GOLDMAN SACHS GROUP INC | 379,679 | $12.4M | +104,516 | 38.0% |
| Leeward Investments, LLC - MA | 337,535 | $11.1M | -1,715 | -0.5% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 333,121 | $10.9M | +13,808 | 4.3% |
| AQR CAPITAL MANAGEMENT LLC | 324,736 | $10.6M | +22,991 | 7.6% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 314,159 | $10.3M | -800 | -0.3% |
| NORTHERN TRUST CORP | 290,635 | $9.5M | -19,130 | -6.2% |
| MORGAN STANLEY | 274,876 | $9.0M | +43,723 | 18.9% |
| ENDEAVOUR CAPITAL ADVISORS INC | 246,703 | $8.1M | -10,409 | -4.0% |
| SEI INVESTMENTS CO | 242,525 | $7.9M | +13,342 | 5.8% |
New & Closed Positions this quarter
Closed Positions
18 managers exited
Top five by prior-quarter value
- Cubist Systematic Strategies, LLC$1.3M
- Assenagon Asset Management S.A.$908.1K
- Bison Wealth, LLC$548.7K
- Engineers Gate Manager LP$454.3K
- Apexium Financial, LP$449.5K
Methodology
Form 13F is the SEC's quarterly disclosure for institutional investment managers exercising discretion over $100 million or more in qualifying U.S. equity securities. Managers must file within 45 days of each calendar quarter end, which is why holdings shown here reflect a snapshot at the period date — not real-time positioning.
Quarter-over-quarter deltas compare each manager's most recently reported share count for UVSP against its prior-quarter count. New positions are entries where the prior count was zero; closed positions are entries where the current count is zero. Amendments (13F-HR/A) replace prior filings for the same period.
Source: SEC EDGAR Form 13F (XML information tables). Dollar values are as reported by the manager and may use mid-quarter pricing conventions. CUSIP-to-ticker resolution is best-effort.