Univest Financial Corp
UVSP- 交易所
- Nasdaq
- 產業
- State Commercial Banks
- SEC CIK
- 0000102212
近 90 天,Univest Financial Corp 內部人申報 0 筆公開市場買進、2 筆賣出;2026 年第 2 季末有 222 家機構在 13F 申報持有,市值合計 $9.96 億;沒有大師持有。
2021 年第 2 季 13F 持有人
Univest Financial Corp 在 2021/6/30 季末的機構持股。管理 1 億美元以上美股的機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 138
- 較 2021 年第 1 季 0 家
- 持有股數
- 2,084 萬
- 較 2021 年第 1 季 −12.5 萬 (−0.6%)
- 總市值
- $5.50 億
- 較 2021 年第 1 季 −$4,935 萬 (−8.2%)
- 新進機構
- 13
- 另有 50 家加碼
- 清倉機構
- 13
- 另有 45 家減碼
歷季持有家數與市值
2021 年第 1 季起,每季在 13F 申報持有 UVSP 的機構家數與合計市值。市值是各季季末的申報市值,也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 222 | $9.96 億 |
| 2026 年第 1 季 | 209 | $7.66 億 |
| 2025 年第 4 季 | 198 | $7.22 億 |
| 2025 年第 3 季 | 186 | $6.68 億 |
| 2025 年第 2 季 | 183 | $6.78 億 |
| 2025 年第 1 季 | 179 | $6.45 億 |
| 2024 年第 4 季 | 174 | $6.68 億 |
| 2024 年第 3 季 | 157 | $6.27 億 |
| 2024 年第 2 季 | 140 | $4.95 億 |
| 2024 年第 1 季 | 139 | $4.56 億 |
| 2023 年第 4 季 | 142 | $4.87 億 |
| 2023 年第 3 季 | 135 | $3.76 億 |
| 2023 年第 2 季 | 139 | $3.91 億 |
| 2023 年第 1 季 | 141 | $5.17 億 |
| 2022 年第 4 季 | 137 | $5.62 億 |
| 2022 年第 3 季 | 142 | $4.96 億 |
| 2022 年第 2 季 | 138 | $5.42 億 |
| 2022 年第 1 季 | 148 | $5.75 億 |
| 2021 年第 4 季 | 143 | $6.37 億 |
| 2021 年第 3 季 | 138 | $5.77 億 |
| 2021 年第 2 季 | 138 | $5.50 億 |
| 2021 年第 1 季 | 138 | $5.99 億 |
2021 年第 2 季持有機構
每家機構持有 Univest Financial Corp 的股數、市值與佔組合比重;股數變化跟 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Glassman Wealth Services | 16 | $0 | 0.00% | +12+300.0% | 加碼 |
| Raffa Wealth Management, LLC | 33 | $870 | 0.00% | 00.0% | 不變 |
| NEXT Financial Group, Inc | 43 | $1,000 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 31 | $1,000 | 0.00% | 00.0% | 不變 |
| Enterprise Financial Services Corp | 67 | $2,000 | 0.00% | 00.0% | 不變 |
| Jacobi Capital Management LLC | 102 | $3,000 | 0.00% | +1+1.0% | 加碼 |
| Glen Eagle Advisors, LLC | 124 | $3,270 | 0.00% | 00.0% | 不變 |
| Howe & Rusling Inc | 210 | $6,000 | 0.00% | 00.0% | 不變 |
| Macquarie Group Ltd | 267 | $7,000 | 0.00% | 00.0% | 不變 |
| Bessemer Group Inc | 257 | $7,000 | 0.00% | +257 | 新進 |
| Signaturefd, LLC | 411 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 421 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| US Bancorp | 630 | $1.70 萬 | 0.00% | −4,222−87.0% | 減碼 |
| Geneos Wealth Management Inc. | 699 | $1.80 萬 | 0.00% | +5+0.7% | 加碼 |
| Quadrant Capital Group LLC | 665 | $1.80 萬 | 0.00% | +66+11.0% | 加碼 |
| Parallel Advisors, LLC | 705 | $1.90 萬 | 0.00% | +126+21.8% | 加碼 |
| Captrust Financial Advisors | 741 | $2.00 萬 | 0.00% | 00.0% | 不變 |
| Costello Asset Management, INC | 900 | $2.40 萬 | 0.02% | −200−18.2% | 減碼 |
| Advisor Group Holdings, Inc. | 907 | $2.40 萬 | 0.00% | +390+75.4% | 加碼 |
| Kistler-Tiffany Companies, LLC | 1,000 | $2.60 萬 | 0.01% | 00.0% | 不變 |
| Berman Capital Advisors, LLC | 1,467 | $3.80 萬 | 0.01% | +333+29.4% | 加碼 |
| Tower Research Capital LLC (TRC) | 1,881 | $5.00 萬 | 0.00% | +684+57.1% | 加碼 |
| The PNC Financial Services Group, Inc. | 2,456 | $6.60 萬 | 0.00% | +32+1.3% | 加碼 |
| SRS Capital Advisors, Inc. | 2,500 | $6.60 萬 | 0.01% | +2,500 | 新進 |
| Great West Life Assurance Co | 2,529 | $6.70 萬 | 0.00% | +36+1.4% | 加碼 |
| Ameritas Investment Partners, Inc. | 2,577 | $6.80 萬 | 0.00% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 3,750 | $9.90 萬 | 0.00% | 00.0% | 不變 |
| BNP Paribas Arbitrage, SA | 3,981 | $10.5 萬 | 0.00% | −8,775−68.8% | 減碼 |
| Russell Investments Group, Ltd. | 4,826 | $12.7 萬 | 0.00% | 00.0% | 不變 |
| Trust Co of Vermont | 7,004 | $18.5 萬 | 0.01% | +7,004 | 新進 |
| Legal & General Group Plc | 7,388 | $19.4 萬 | 0.00% | −660−8.2% | 減碼 |
| Hendershot Investments Inc. | 7,679 | $20.2 萬 | 0.04% | 00.0% | 不變 |
| Teton Advisors, Inc. | 7,700 | $20.3 萬 | 0.03% | +7,700 | 新進 |
| Algert Global LLC | 7,840 | $20.7 萬 | 0.07% | −350−4.3% | 減碼 |
| Arizona State Retirement System | 7,963 | $21.0 萬 | 0.00% | −557−6.5% | 減碼 |
| Winton Group Ltd | 8,109 | $21.4 萬 | 0.01% | −857−9.6% | 減碼 |
| Metropolitan Life Insurance Co | 8,639 | $22.8 萬 | 0.00% | +653+8.2% | 加碼 |
| Oppenheimer & Co Inc | 8,668 | $22.9 萬 | 0.00% | −2,650−23.4% | 減碼 |
| Public Employees Retirement Association of Colorado | 9,600 | $25.3 萬 | 0.00% | 00.0% | 不變 |
| Squarepoint Ops LLC | 10,211 | $26.9 萬 | 0.00% | +10,211 | 新進 |
| Cary Street Partner Investment Advisory LLC | 10,238 | $27.0 萬 | 0.09% | +9,183+870.4% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 10,615 | $28.0 萬 | 0.01% | −4,096−27.8% | 減碼 |
| Bernardo Wealth Planning LLC | 10,632 | $28.0 萬 | 0.17% | +10.0% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 10,688 | $28.2 萬 | 0.00% | −322−2.9% | 減碼 |
| Commonwealth Equity Services, LLC | 10,741 | $28.3 萬 | 0.00% | +10.0% | 加碼 |
| Campbell & CO Investment Adviser LLC | 11,427 | $30.1 萬 | 0.13% | +11,427 | 新進 |
| NBT Bank N A | 11,812 | $31.1 萬 | 0.04% | 00.0% | 不變 |
| MetLife Investment Management | 12,133 | $32.0 萬 | 0.00% | 00.0% | 不變 |
| Connor, Clark & Lunn Investment Management Ltd. | 12,370 | $32.6 萬 | 0.00% | +4,989+67.6% | 加碼 |
| Voya Investment Management LLC | 12,499 | $33.0 萬 | 0.00% | −1,568−11.1% | 減碼 |
| Alliancebernstein L.P. | 14,032 | $37.0 萬 | 0.00% | −2,500−15.1% | 減碼 |
| Virginia Retirement Systems Et Al | 14,100 | $37.2 萬 | 0.00% | −1,000−6.6% | 減碼 |
| IndexIQ Advisors LLC | 14,151 | $37.3 萬 | 0.01% | +249+1.8% | 加碼 |
| California Public Employees Retirement System | 14,318 | $37.8 萬 | 0.00% | −44,282−75.6% | 減碼 |
| First Hawaiian Bank | 14,644 | $38.6 萬 | 0.02% | 00.0% | 不變 |
| ExodusPoint Capital Management, LP | 15,016 | $39.6 萬 | 0.01% | +15,016 | 新進 |
| First Trust Advisors LP | 15,235 | $40.2 萬 | 0.00% | +969+6.8% | 加碼 |
| Citigroup Inc | 15,639 | $41.2 萬 | 0.00% | +1,799+13.0% | 加碼 |
| Rafferty Asset Management, LLC | 15,714 | $41.4 萬 | 0.00% | +2,453+18.5% | 加碼 |
| UBS Group AG | 15,736 | $41.5 萬 | 0.00% | +1,389+9.7% | 加碼 |
| State Board of Administration of Florida Retirement System | 15,808 | $41.7 萬 | 0.00% | 00.0% | 不變 |
| American International Group, Inc. | 16,208 | $42.7 萬 | 0.00% | −567−3.4% | 減碼 |
| Deutsche Bank AG | 17,279 | $45.6 萬 | 0.00% | −1,167−6.3% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 17,591 | $46.4 萬 | 0.00% | −100,749−85.1% | 減碼 |
| Insight Advisors, LLC | 18,000 | $48.1 萬 | 0.15% | 00.0% | 不變 |
| Two Sigma Investments, LP | 18,255 | $48.1 萬 | 0.00% | +18,255 | 新進 |
| Tudor Investment Corp Et Al | 18,337 | $48.4 萬 | 0.01% | +18,337 | 新進 |
| Shell Asset Management Co | 18,839 | $49.7 萬 | 0.01% | +1,020+5.7% | 加碼 |
| Credit Suisse AG | 19,249 | $50.8 萬 | 0.00% | −6,655−25.7% | 減碼 |
| Two Sigma Advisers, LP | 19,280 | $50.8 萬 | 0.00% | −5,000−20.6% | 減碼 |
| Price T Rowe Associates Inc | 20,273 | $53.5 萬 | 0.00% | +622+3.2% | 加碼 |
| Millennium Management LLC | 20,503 | $54.1 萬 | 0.00% | +20,503 | 新進 |
| SEI Investments Co | 19,885 | $55.7 萬 | 0.00% | +4,595+30.1% | 加碼 |
| Truist Financial Corp | 23,410 | $61.7 萬 | 0.00% | 00.0% | 不變 |
| Pacific Ridge Capital Partners, LLC | 24,080 | $63.5 萬 | 0.11% | −390−1.6% | 減碼 |
| Thrivent Financial for Lutherans | 24,407 | $64.4 萬 | 0.00% | +13,741+128.8% | 加碼 |
| New York State Common Retirement Fund | 26,204 | $69.1 萬 | 0.00% | +235+0.9% | 加碼 |
| Keybank National Association | 27,056 | $71.3 萬 | 0.00% | 00.0% | 不變 |
| American Century Companies Inc | 28,517 | $75.2 萬 | 0.00% | +28,517 | 新進 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 32,129 | $84.7 萬 | 0.00% | +5,300+19.8% | 加碼 |
| STRS Ohio | 32,800 | $86.4 萬 | 0.00% | +3,000+10.1% | 加碼 |
| Girard Partners Ltd. | 33,211 | $87.5 萬 | 0.11% | +2,645+8.7% | 加碼 |
| Morgan Stanley | 33,206 | $87.6 萬 | 0.00% | +24,243+270.5% | 加碼 |
| Prudential Financial Inc | 34,302 | $90.5 萬 | 0.00% | +171+0.5% | 加碼 |
| UBS Asset Management Americas Inc | 35,552 | $93.8 萬 | 0.00% | +4,678+15.2% | 加碼 |
| Ameriprise Financial Inc | 39,005 | $102.9 萬 | 0.00% | −2,176−5.3% | 減碼 |
| California State Teachers Retirement System | 39,967 | $105.4 萬 | 0.00% | −3,435−7.9% | 減碼 |
| BLB&B Advisors, LLC | 39,961 | $105.4 萬 | 0.08% | +2,912+7.9% | 加碼 |
| First Manhattan Co | 40,225 | $106.0 萬 | 0.00% | 00.0% | 不變 |
| Cornercap Investment Counsel Inc | 41,776 | $110.2 萬 | 0.12% | +41,776 | 新進 |
| LSV Asset Management | 42,800 | $112.8 萬 | 0.00% | −2,000−4.5% | 減碼 |
| Rhumbline Advisers | 43,264 | $114.1 萬 | 0.00% | −4,919−10.2% | 減碼 |
| Invesco Ltd. | 44,193 | $116.5 萬 | 0.00% | +4,908+12.5% | 加碼 |
| D. E. Shaw & Co., Inc. | 44,454 | $117.2 萬 | 0.00% | −5,882−11.7% | 減碼 |
| IVC Wealth Advisors LLC | 45,542 | $120.1 萬 | 0.84% | 00.0% | 不變 |
| Citadel Advisors LLC | 47,336 | $124.8 萬 | 0.00% | +9,123+23.9% | 加碼 |
| Barclays PLC | 49,226 | $129.8 萬 | 0.00% | −8,390−14.6% | 減碼 |
| Logan Capital Management Inc | 50,427 | $133.0 萬 | 0.06% | 00.0% | 不變 |
| Compass Ion Advisors, LLC | 51,566 | $136.0 萬 | 0.53% | +163+0.3% | 加碼 |
| Martingale Asset Management L P | 53,870 | $142.2 萬 | 0.02% | +18,232+51.2% | 加碼 |