UNIVEST FINANCIAL Corp UVSP
CIK 0000102212 · CUSIP 915271100
Quarter-end disclosures, not live holdings.
Top 20 institutions
Weight means this stock's share of the manager's own portfolio.
| # | Manager | Value | Manager weight | Change vs prior | Source | |
|---|---|---|---|---|---|---|
| 01 | DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history | $77.82M 1,898,899 shares | 0.01% | +2.23K(+0.10%)Added | SEC filing ↗ Nov 4, 2026 | ▾ |
| 02 | GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history | $36.29M 885,494 shares | 0.00% | +61.84K(+7.50%)Added | SEC filing ↗ Nov 6, 2026 | ▾ |
| 03 | PZENA INVESTMENT MANAGEMENT LLC CIK 1027796 · View history | $20.83M 508,266 shares | 0.06% | -326.36K(-39.10%)Reduced | SEC filing ↗ Oct 30, 2026 | ▾ |
| 04 | UNIVEST FINANCIAL Corp CIK 102212 · View history | $19.87M 484,989 shares | 0.93% | -18.44K(-3.70%)Reduced | SEC filing ↗ Nov 5, 2026 | ▾ |
| 05 | Leeward Investments, LLC - MA CIK 1923173 · View history | $12.45M 303,841 shares | 0.63% | -17.60K(-5.50%)Reduced | SEC filing ↗ Oct 23, 2026 | ▾ |
| 06 | Bank of New York Mellon Corp CIK 1390777 · View history | $5.70M 138,999 shares | 0.00% | -1.20K(-0.90%)Reduced | SEC filing ↗ Nov 5, 2026 | ▾ |
| 07 | Creative Planning CIK 1540235 · View history | $4.05M 98,732 shares | 0.00% | +12.91K(+15.00%)Added | SEC filing ↗ Nov 2, 2026 | ▾ |
| 08 | PRINCIPAL FINANCIAL GROUP INC CIK 1126328 · View history | $2.68M 65,407 shares | 0.00% | +26.57K(+68.40%)Added | SEC filing ↗ Nov 2, 2026 | ▾ |
| 09 | BARCLAYS PLC CIK 312069 · View history | $2.16M 52,596 shares | 0.00% | +3.17K(+6.40%)Added | SEC filing ↗ Nov 6, 2026 | ▾ |
| 10 | Everhart Financial Group, Inc. CIK 1852858 · View history | $2.04M 49,737 shares | 0.13% | +1.86K(+3.90%)Added | SEC filing ↗ Oct 8, 2026 | ▾ |
| 11 | Y-Intercept (Hong Kong) Ltd CIK 1772875 · View history | $2.00M 48,867 shares | 0.04% | +34.09K(+230.70%)Added | SEC filing ↗ Oct 16, 2026 | ▾ |
| 12 | Bernardo Wealth Planning LLC CIK 1765595 · View history | $1.99M 48,632 shares | 0.17% | +24.36K(+100.40%)Added | SEC filing ↗ Oct 23, 2026 | ▾ |
| 13 | State of New Jersey Common Pension Fund D CIK 1483066 · View history | $1.57M 38,290 shares | 0.01% | -31.14K(-44.90%)Reduced | SEC filing ↗ Nov 5, 2026 | ▾ |
| 14 | Compass Ion Advisors, LLC CIK 1621100 · View history | $1.54M 37,664 shares | 0.13% | +409(+1.10%)Added | SEC filing ↗ Oct 23, 2026 | ▾ |
| 15 | Russell Investments Group, Ltd. CIK 1692234 · View history | $1.49M 36,277 shares | 0.00% | -18.26K(-33.50%)Reduced | SEC filing ↗ Nov 6, 2026 | ▾ |
| 16 | Jackson Creek Investment Advisors LLC CIK 1831003 · View history | $1.44M 35,127 shares | 0.49% | -530(-1.50%)Reduced | SEC filing ↗ Nov 4, 2026 | ▾ |
| 17 | LSV ASSET MANAGEMENT CIK 1050470 · View history | $1.28M 31,200 shares | 0.00% | +10.40K(+50.00%)Added | SEC filing ↗ Nov 6, 2026 | ▾ |
| 18 | STRS OHIO CIK 820478 · View history | $1.10M 26,900 shares | 0.00% | +7.10K(+35.90%)Added | SEC filing ↗ Oct 30, 2026 | ▾ |
| 19 | WEDGE CAPITAL MANAGEMENT L L P/NC CIK 1015308 · View history | $1.08M 26,423 shares | 0.02% | +3.55K(+15.50%)Added | SEC filing ↗ Oct 13, 2026 | ▾ |
| 20 | DEUTSCHE BANK AG\ CIK 948046 · View history | $1.08M 26,342 shares | 0.00% | -2.53K(-8.80%)Reduced | SEC filing ↗ Nov 6, 2026 | ▾ |
Showing 20 / 91 institutions. The complete set is available through the API.
Coverage & totals by quarter
Reporting institutions by quarter
Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.
Explore all 91 reporting institutions.
This page includes 20 of 91 reporting institutions. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 20 of 91 reporting institutions; totals use the complete disclosed data.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP / CLI.
MCP https://api.akkrudata.ai/mcp
akkru_institutional_holdings
{"action":"holders","cusip":"915271100","quarter":"2026Q3","type":"positions","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP / CLI documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.