UNIVEST FINANCIAL CORPORATIO COM is a security (CUSIP 915271100) tracked across SEC portfolio filings. 228 institutional managers reported $774.6M on Form 13F as of 2026-06-30; 18 registered fund positions totaling $27.9M via N-PORT as of 2026-05-31.
Showing 15 of 228 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| BlackRock, Inc. | New York, NY | $106.6M | 3,111,092 |
| FMR LLC | BOSTON, MA | $65.2M | 1,902,324 |
| DIMENSIONAL FUND ADVISORS LP | AUSTIN, TX | $64.6M | 1,886,235 |
| VANGUARD GROUP INC | Valley Forge, PA | $54.4M | 1,663,013 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | Toronto, A6 | $37.5M | 1,095,555 |
| STATE STREET CORP | BOSTON, MA | $32.0M | 933,686 |
| PZENA INVESTMENT MANAGEMENT LLC | New York, NY | $28.9M | 842,425 |
| GEODE CAPITAL MANAGEMENT, LLC | BOSTON, MA | $27.1M | 790,944 |
| AMERICAN CENTURY COMPANIES INC | KANSAS CITY, MO | $26.0M | 758,002 |
| RENAISSANCE TECHNOLOGIES LLC | NEW YORK, NY | $20.0M | 583,734 |
| UNIVEST FINANCIAL Corp | SOUDERTON, PA | $17.2M | 501,751 |
| Assenagon Asset Management S.A. | SENNINGERBERG, N4 | $15.7M | 358,183 |
| Leeward Investments, LLC - MA | BOSTON, MA | $14.1M | 321,438 |
| GOLDMAN SACHS GROUP INC | NEW YORK, NY | $12.3M | 358,710 |
| AQR CAPITAL MANAGEMENT LLC | Greenwich, CT | $12.0M | 350,938 |
Showing 15 of 18 fund positions by value.
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| VANGUARD EXTENDED MARKET INDEX FUND | VANGUARD INDEX FUNDS | $10.9M | 1.34% |
| VANGUARD RUSSELL 2000 INDEX FUND | VANGUARD SCOTTSDALE FUNDS | $5.7M | 3.25% |
| U.S. MICRO CAP PORTFOLIO | DFA INVESTMENT DIMENSIONS GROUP INC | $4.0M | 5.30% |
| Master Small Cap Index Series | Quantitative Master Series LLC | $1.6M | 3.22% |
| Keeley Small Cap Fund | Teton Westwood Funds | $1.3M | 156.42% |
| Royce Capital Fund - Small-Cap Portfolio | ROYCE CAPITAL FUND | $1.2M | 68.83% |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF | Goldman Sachs ETF Trust | $649K | 6.58% |
| Fidelity Nasdaq Composite Index ETF | Fidelity Commonwealth Trust | $633K | 0.58% |
| VANGUARD BALANCED INDEX FUND | VANGUARD VALLEY FORGE FUNDS | $524K | 0.09% |
| BlackRock Advantage SMID Cap Fund, Inc. | BlackRock Advantage SMID Cap Fund, Inc. | $402K | 5.32% |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND | VANGUARD INSTITUTIONAL INDEX FUNDS | $400K | 0.13% |
| CORNERCAP SMALL-CAP VALUE FUND | CORNERCAP GROUP OF FUNDS | $241K | 20.00% |
| Vericimetry U.S. Small Cap Value Fund | VERICIMETRY FUNDS | $187K | 11.13% |
| DWS Small Cap Index VIP | DEUTSCHE DWS INVESTMENTS VIT FUNDS | $134K | 3.19% |
| TIAA Separate Account VA-1 - Stock Index Account | TIAA Separate Account VA-1 | $35K | 0.27% |