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 | BlackRock, Inc. CIK 2012383 · View history | $102.06M 3,458,553 shares | 0.00% | -13.37K(-0.4%)Reduced | SEC filing ↗ Feb 7, 2025 | ▾ |
| 02 | FMR LLC CIK 315066 · View history | $77.05M 2,610,948 shares | 0.00% | -11.53K(-0.4%)Reduced | SEC filing ↗ Feb 13, 2025 | ▾ |
| 03 | DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history | $58.24M 1,973,468 shares | 0.01% | +737(0.0%)Added | SEC filing ↗ Feb 13, 2025 | ▾ |
| 04 | VANGUARD GROUP INC CIK 102909 · View history | $47.98M 1,625,773 shares | 0.00% | -30.33K(-1.8%)Reduced | SEC filing ↗ Feb 11, 2025 | ▾ |
| 05 | MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 928047 · View history | $35.55M 1,204,530 shares | 0.03% | +75.96K(+6.7%)Added | SEC filing ↗ Feb 14, 2025 | ▾ |
| 06 | PZENA INVESTMENT MANAGEMENT LLC CIK 1027796 · View history | $33.91M 1,149,117 shares | 0.12% | -40.63K(-3.4%)Reduced | SEC filing ↗ Feb 7, 2025 | ▾ |
| 07 | STATE STREET CORP CIK 93751 · View history | $28.31M 959,260 shares | 0.00% | +85.89K(+9.8%)Added | SEC filing ↗ Feb 14, 2025 | ▾ |
| 08 | GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history | $20.74M 702,572 shares | 0.00% | -1.87K(-0.3%)Reduced | SEC filing ↗ Feb 12, 2025 | ▾ |
| 09 | AMERICAN CENTURY COMPANIES INC CIK 748054 · View history | $18.66M 632,354 shares | 0.01% | +71.27K(+12.7%)Added | SEC filing ↗ Feb 11, 2025 | ▾ |
| 10 | RENAISSANCE TECHNOLOGIES LLC CIK 1037389 · View history | $18.55M 628,689 shares | 0.03% | -22.20K(-3.4%)Reduced | SEC filing ↗ Feb 13, 2025 | ▾ |
| 11 | UNIVEST FINANCIAL Corp CIK 102212 · View history | $15.69M 531,828 shares | 0.99% | +380(+0.1%)Added | SEC filing ↗ Feb 12, 2025 | ▾ |
| 12 | AMERIPRISE FINANCIAL INC CIK 820027 · View history | $11.76M 398,475 shares | 0.00% | +260.99K(+189.8%)Added | SEC filing ↗ Feb 14, 2025 | ▾ |
| 13 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC CIK 1164833 · View history | $11.53M 390,770 shares | 0.04% | -4.13K(-1.0%)Reduced | SEC filing ↗ Feb 14, 2025 | ▾ |
| 14 | Leeward Investments, LLC - MA CIK 1923173 · View history | $11.09M 375,663 shares | 0.55% | -27.91K(-6.9%)Reduced | SEC filing ↗ Feb 4, 2025 | ▾ |
| 15 | NORTHERN TRUST CORP CIK 73124 · View history | $10.01M 339,290 shares | 0.00% | +9.18K(+2.8%)Added | SEC filing ↗ Feb 14, 2025 | ▾ |
| 16 | MORGAN STANLEY CIK 895421 · Amended · View history | $9.32M 315,899 shares | 0.00% | +2.53K(+0.8%)Added | SEC filing ↗ May 15, 2025 | ▾ |
| 17 | AQR CAPITAL MANAGEMENT LLC CIK 1167557 · View history | $9.13M 309,248 shares | 0.01% | -14.58K(-4.5%)Reduced | SEC filing ↗ Feb 14, 2025 | ▾ |
| 18 | GOLDMAN SACHS GROUP INC CIK 886982 · View history | $7.92M 268,332 shares | 0.00% | -8.13K(-2.9%)Reduced | SEC filing ↗ Feb 11, 2025 | ▾ |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 884546 · View history | $7.24M 245,387 shares | 0.00% | -496(-0.2%)Reduced | SEC filing ↗ Feb 6, 2025 | ▾ |
| 20 | ENDEAVOUR CAPITAL ADVISORS INC CIK 1218749 · View history | $7.14M 242,084 shares | 2.27% | -31.11K(-11.4%)Reduced | SEC filing ↗ Feb 12, 2025 | ▾ |
Showing 20 / 175 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 175 reporting institutions.
This page includes 20 of 175 reporting institutions. Sign 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 175 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.
MCP https://api.akkrudata.ai/mcp
get_institutional_security_holders
{"cusip":"915271100","quarter":"2024Q4","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 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.