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。
2022 年第 1 季 13F 持有人
Univest Financial Corp 在 2022/3/31 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
- 148
- 較 2021 年第 4 季 +6 家
- 持有股數
- 2,147 萬
- 較 2021 年第 4 季 +16.0 萬 (+0.8%)
- 總市值
- $5.75 億
- 較 2021 年第 4 季 −$6,244 萬 (−9.8%)
- 新進機構
- 19
- 另有 52 家加碼
- 清倉機構
- 13
- 另有 45 家減碼
另有 1 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 季 13F:沒申報不算清倉,也不計入上面的變化。
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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Raffa Wealth Management, LLC | 33 | $883 | 0.00% | 00.0% | 不變 |
| Glassman Wealth Services | 52 | $1,000 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 54 | $1,000 | 0.00% | +54 | 新進 |
| TCWP LLC | 66 | $1,000 | 0.00% | +66 | 新進 |
| Glen Eagle Advisors, LLC | 124 | $3,318 | 0.00% | 00.0% | 不變 |
| Bessemer Group Inc | 166 | $4,000 | 0.00% | 00.0% | 不變 |
| Covestor Ltd | 156 | $4,000 | 0.00% | −8−4.9% | 減碼 |
| Howe & Rusling Inc | 179 | $5,000 | 0.00% | 00.0% | 不變 |
| Macquarie Group Ltd | 267 | $7,000 | 0.00% | 00.0% | 不變 |
| Manchester Capital Management LLC | 273 | $7,000 | 0.00% | +44+19.2% | 加碼 |
| Tower Research Capital LLC (TRC) | 408 | $1.10 萬 | 0.00% | −180−30.6% | 減碼 |
| TCI Wealth Advisors, Inc. | 421 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Aquatic Capital Management LLC | 400 | $1.10 萬 | 0.02% | +400 | 新進 |
| Quantbot Technologies LP | 500 | $1.30 萬 | 0.00% | +500 | 新進 |
| Blue Bell Private Wealth Management, LLC | 550 | $1.50 萬 | 0.00% | 00.0% | 不變 |
| Costello Asset Management, INC | 650 | $1.70 萬 | 0.01% | −250−27.8% | 減碼 |
| Signaturefd, LLC | 665 | $1.80 萬 | 0.00% | +192+40.6% | 加碼 |
| Parallel Advisors, LLC | 704 | $1.90 萬 | 0.00% | −45−6.0% | 減碼 |
| Geneos Wealth Management Inc. | 714 | $1.90 萬 | 0.00% | +5+0.7% | 加碼 |
| Riverview Trust Co | 830 | $2.20 萬 | 0.02% | +830 | 新進 |
| US Bancorp | 850 | $2.30 萬 | 0.00% | −77−8.3% | 減碼 |
| IFP Advisors, Inc | 758 | $2.60 萬 | 0.00% | +701+1,229.8% | 加碼 |
| Kistler-Tiffany Companies, LLC | 1,000 | $2.70 萬 | 0.01% | 00.0% | 不變 |
| Captrust Financial Advisors | 1,103 | $3.00 萬 | 0.00% | −37−3.2% | 減碼 |
| Allworth Financial LP | 1,249 | $3.30 萬 | 0.00% | +1,233+7,706.3% | 加碼 |
| CWM, LLC | 1,380 | $3.70 萬 | 0.00% | +1,291+1,450.6% | 加碼 |
| Quadrant Capital Group LLC | 1,516 | $4.10 萬 | 0.00% | −687−31.2% | 減碼 |
| Metropolitan Life Insurance Co | 1,608 | $4.30 萬 | 0.00% | −6,099−79.1% | 減碼 |
| New York State Teachers Retirement System | 1,700 | $4.50 萬 | 0.00% | 00.0% | 不變 |
| Royal Bank of Canada | 1,836 | $4.90 萬 | 0.00% | −604,998−99.7% | 減碼 |
| Ameritas Investment Partners, Inc. | 2,262 | $6.10 萬 | 0.00% | 00.0% | 不變 |
| Great West Life Assurance Co | 2,657 | $7.50 萬 | 0.00% | +395+17.5% | 加碼 |
| The PNC Financial Services Group, Inc. | 2,998 | $8.10 萬 | 0.00% | +383+14.6% | 加碼 |
| Citigroup Inc | 3,212 | $8.50 萬 | 0.00% | −6,558−67.1% | 減碼 |
| Amalgamated Bank | 3,483 | $9.30 萬 | 0.00% | +3,483 | 新進 |
| Amalgamated Financial Corp. | 3,483 | $9.30 萬 | 0.00% | +3,483 | 新進 |
| Nisa Investment Advisors, LLC | 3,750 | $10.0 萬 | 0.00% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 3,900 | $10.4 萬 | 0.00% | +3,000+333.3% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,745 | $18.0 萬 | 0.00% | 00.0% | 不變 |
| Hendershot Investments Inc. | 7,679 | $20.5 萬 | 0.03% | 00.0% | 不變 |
| Keeley-Teton Advisors, LLC | 7,700 | $20.6 萬 | 0.02% | +7,700 | 新進 |
| Arizona State Retirement System | 7,961 | $21.3 萬 | 0.00% | +45+0.6% | 加碼 |
| Janus Henderson Group PLC | 8,176 | $21.9 萬 | 0.00% | +8,176 | 新進 |
| HSBC Holdings PLC | 8,178 | $22.1 萬 | 0.00% | +21+0.3% | 加碼 |
| Dynamic Technology Lab Private Ltd | 8,660 | $23.2 萬 | 0.03% | +8,660 | 新進 |
| Snowden Capital Advisors LLC | 8,703 | $23.2 萬 | 0.01% | +8,703 | 新進 |
| Jacobs Levy Equity Management, Inc | 9,544 | $25.5 萬 | 0.00% | −1,022−9.7% | 減碼 |
| Rafferty Asset Management, LLC | 9,547 | $25.5 萬 | 0.00% | +600+6.7% | 加碼 |
| Public Employees Retirement Association of Colorado | 9,600 | $25.7 萬 | 0.00% | 00.0% | 不變 |
| Cary Street Partner Investment Advisory LLC | 10,238 | $27.4 萬 | 0.08% | 00.0% | 不變 |
| Thrivent Financial for Lutherans | 10,274 | $27.5 萬 | 0.00% | 00.0% | 不變 |
| Commonwealth Equity Services, LLC | 10,743 | $28.7 萬 | 0.00% | +10.0% | 加碼 |
| UBS Group AG | 10,764 | $28.8 萬 | 0.00% | −7,245−40.2% | 減碼 |
| Zebra Capital Management LLC | 10,973 | $29.4 萬 | 0.68% | +3,128+39.9% | 加碼 |
| Voya Investment Management LLC | 12,489 | $33.4 萬 | 0.00% | −266−2.1% | 減碼 |
| Legal & General Group Plc | 12,957 | $34.7 萬 | 0.00% | 00.0% | 不變 |
| Qube Research & Technologies Ltd | 12,973 | $34.7 萬 | 0.00% | +12,973 | 新進 |
| Alberta Investment Management Corp | 13,725 | $36.7 萬 | 0.00% | +13,725 | 新進 |
| Raymond James & Associates | 13,792 | $36.9 萬 | 0.00% | +13,792 | 新進 |
| Bernardo Wealth Planning LLC | 14,100 | $37.7 萬 | 0.19% | +988+7.5% | 加碼 |
| American International Group, Inc. | 14,361 | $38.4 萬 | 0.00% | −1,011−6.6% | 減碼 |
| Truist Financial Corp | 14,375 | $38.5 萬 | 0.00% | 00.0% | 不變 |
| Virginia Retirement Systems Et Al | 14,600 | $39.1 萬 | 0.00% | 00.0% | 不變 |
| First Hawaiian Bank | 14,644 | $39.2 萬 | 0.01% | 00.0% | 不變 |
| LPL Financial LLC | 14,844 | $39.7 萬 | 0.00% | 00.0% | 不變 |
| MetLife Investment Management | 15,049 | $40.3 萬 | 0.00% | +5,621+59.6% | 加碼 |
| Deutsche Bank AG | 15,706 | $42.0 萬 | 0.00% | −1,858−10.6% | 減碼 |
| Insight Advisors, LLC | 16,000 | $42.8 萬 | 0.13% | −2,000−11.1% | 減碼 |
| Shell Asset Management Co | 16,146 | $43.2 萬 | 0.01% | −2,391−12.9% | 減碼 |
| Tudor Investment Corp Et Al | 16,215 | $43.4 萬 | 0.01% | +16,215 | 新進 |
| BNP Paribas Arbitrage, SA | 16,695 | $44.7 萬 | 0.00% | −1,787−9.7% | 減碼 |
| Algert Global LLC | 18,740 | $50.1 萬 | 0.03% | +2,000+11.9% | 加碼 |
| Lindenwold Advisors | 19,685 | $52.7 萬 | 0.32% | +19,685 | 新進 |
| New York State Common Retirement Fund | 20,737 | $55.5 萬 | 0.00% | +23+0.1% | 加碼 |
| Martingale Asset Management L P | 20,834 | $55.9 萬 | 0.01% | +7,798+59.8% | 加碼 |
| Prelude Capital Management, LLC | 20,975 | $56.1 萬 | 0.03% | +4,275+25.6% | 加碼 |
| Keybank National Association | 22,347 | $59.8 萬 | 0.00% | −147−0.7% | 減碼 |
| State Board of Administration of Florida Retirement System | 22,336 | $59.8 萬 | 0.00% | 00.0% | 不變 |
| JPMorgan Chase & Co | 24,269 | $65.0 萬 | 0.00% | −15,694−39.3% | 減碼 |
| Pacific Ridge Capital Partners, LLC | 25,040 | $67.0 萬 | 0.13% | 00.0% | 不變 |
| Price T Rowe Associates Inc | 25,094 | $67.2 萬 | 0.00% | +6,470+34.7% | 加碼 |
| Alliancebernstein L.P. | 25,716 | $68.8 萬 | 0.00% | +13,500+110.5% | 加碼 |
| Brandywine Global Investment Management, LLC | 26,445 | $70.8 萬 | 0.01% | +26,445 | 新進 |
| Girard Partners Ltd. | 27,052 | $72.3 萬 | 0.08% | +80.0% | 加碼 |
| Credit Suisse AG | 28,513 | $76.2 萬 | 0.00% | +4,399+18.2% | 加碼 |
| STRS Ohio | 28,700 | $76.8 萬 | 0.00% | −1,400−4.7% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 28,729 | $76.9 萬 | 0.00% | −3,400−10.6% | 減碼 |
| Wells Fargo & Company | 28,811 | $77.1 萬 | 0.00% | −11,998−29.4% | 減碼 |
| Prudential Financial Inc | 30,799 | $82.5 萬 | 0.00% | −1,712−5.3% | 減碼 |
| Cubist Systematic Strategies, LLC | 32,156 | $86.0 萬 | 0.01% | +21,956+215.3% | 加碼 |
| Russell Investments Group, Ltd. | 32,746 | $87.4 萬 | 0.00% | −2,193−6.3% | 減碼 |
| LSV Asset Management | 34,600 | $92.6 萬 | 0.00% | −6,800−16.4% | 減碼 |
| BLB&B Advisors, LLC | 34,758 | $93.0 萬 | 0.06% | −1,791−4.9% | 減碼 |
| UBS Asset Management Americas Inc | 35,552 | $95.1 萬 | 0.00% | 00.0% | 不變 |
| California State Teachers Retirement System | 37,380 | $100.0 萬 | 0.00% | −3,386−8.3% | 減碼 |
| First Manhattan Co | 40,225 | $107.6 萬 | 0.00% | 00.0% | 不變 |
| Citadel Advisors LLC | 40,206 | $107.6 萬 | 0.00% | +26,989+204.2% | 加碼 |
| Rhumbline Advisers | 40,290 | $107.8 萬 | 0.00% | −3,500−8.0% | 減碼 |
| IVC Wealth Advisors LLC | 40,612 | $108.7 萬 | 0.71% | 00.0% | 不變 |
| SEI Investments Co | 39,030 | $110.4 萬 | 0.00% | +9,999+34.4% | 加碼 |