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 2 季 13F 持有人
Univest Financial Corp 在 2022/6/30 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 2022 年第 1 季 −7 家
- 持有股數
- 2,131 萬
- 較 2022 年第 1 季 +11.5 萬 (+0.5%)
- 總市值
- $5.42 億
- 較 2022 年第 1 季 −$2,527 萬 (−4.5%)
- 新進機構
- 7
- 另有 46 家加碼
- 清倉機構
- 14
- 另有 56 家減碼
另有 3 家機構在 2022 年第 1 季持有、還沒有申報 2022 年第 2 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 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 2022 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Allworth Financial LP | 8 | $0 | 0.00% | −1,241−99.4% | 減碼 |
| Raffa Wealth Management, LLC | 33 | $840 | 0.00% | 00.0% | 不變 |
| Manchester Capital Management LLC | 54 | $1,000 | 0.00% | −219−80.2% | 減碼 |
| Glassman Wealth Services | 24 | $1,000 | 0.00% | −28−53.8% | 減碼 |
| First Horizon Advisors, Inc. | 35 | $1,000 | 0.00% | +35 | 新進 |
| Fieldpoint Private Securities, LLC | 25 | $1,000 | 0.00% | +25 | 新進 |
| Glen Eagle Advisors, LLC | 124 | $3,155 | 0.00% | 00.0% | 不變 |
| Howe & Rusling Inc | 162 | $4,000 | 0.00% | −17−9.5% | 減碼 |
| Royal Bank of Canada | 211 | $5,000 | 0.00% | −1,625−88.5% | 減碼 |
| CWM, LLC | 197 | $5,000 | 0.00% | −1,183−85.7% | 減碼 |
| Covestor Ltd | 197 | $5,000 | 0.00% | +41+26.3% | 加碼 |
| Macquarie Group Ltd | 267 | $7,000 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 364 | $9,000 | 0.00% | +310+574.1% | 加碼 |
| TCI Wealth Advisors, Inc. | 421 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Blue Bell Private Wealth Management, LLC | 550 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| US Bancorp | 584 | $1.50 萬 | 0.00% | −266−31.3% | 減碼 |
| Parallel Advisors, LLC | 618 | $1.60 萬 | 0.00% | −86−12.2% | 減碼 |
| Costello Asset Management, INC | 650 | $1.70 萬 | 0.01% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 720 | $1.80 萬 | 0.00% | +6+0.8% | 加碼 |
| Signaturefd, LLC | 839 | $2.10 萬 | 0.00% | +174+26.2% | 加碼 |
| IFP Advisors, Inc | 701 | $2.40 萬 | 0.00% | −57−7.5% | 減碼 |
| Kistler-Tiffany Companies, LLC | 1,000 | $2.50 萬 | 0.01% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 1,056 | $2.70 萬 | 0.00% | −460−30.3% | 減碼 |
| Captrust Financial Advisors | 1,100 | $2.80 萬 | 0.00% | −3−0.3% | 減碼 |
| Tower Research Capital LLC (TRC) | 1,157 | $2.90 萬 | 0.00% | +749+183.6% | 加碼 |
| Aquatic Capital Management LLC | 1,200 | $3.10 萬 | 0.01% | +800+200.0% | 加碼 |
| Metropolitan Life Insurance Co | 1,608 | $4.09 萬 | 0.00% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 2,262 | $5.70 萬 | 0.00% | 00.0% | 不變 |
| Great West Life Assurance Co | 2,513 | $6.40 萬 | 0.00% | −144−5.4% | 減碼 |
| Advisor Group Holdings, Inc. | 2,840 | $7.30 萬 | 0.00% | −1,060−27.2% | 減碼 |
| The PNC Financial Services Group, Inc. | 3,093 | $7.70 萬 | 0.00% | +95+3.2% | 加碼 |
| Amalgamated Bank | 3,673 | $9.30 萬 | 0.00% | +190+5.5% | 加碼 |
| Nisa Investment Advisors, LLC | 3,750 | $9.50 萬 | 0.00% | 00.0% | 不變 |
| Citigroup Inc | 3,948 | $10.0 萬 | 0.00% | +736+22.9% | 加碼 |
| Wells Fargo & Company | 4,192 | $10.7 萬 | 0.00% | −24,619−85.5% | 減碼 |
| UBS Group AG | 4,915 | $12.5 萬 | 0.00% | −5,849−54.3% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,745 | $17.2 萬 | 0.00% | 00.0% | 不變 |
| Trust Co of Vermont | 7,004 | $17.8 萬 | 0.01% | +7,004 | 新進 |
| Hendershot Investments Inc. | 7,679 | $19.5 萬 | 0.03% | 00.0% | 不變 |
| Arizona State Retirement System | 7,995 | $20.3 萬 | 0.00% | +34+0.4% | 加碼 |
| SG Americas Securities, LLC | 8,560 | $21.8 萬 | 0.00% | +8,560 | 新進 |
| Snowden Capital Advisors LLC | 8,668 | $22.0 萬 | 0.01% | −35−0.4% | 減碼 |
| Jacobs Levy Equity Management, Inc | 9,013 | $22.9 萬 | 0.00% | −531−5.6% | 減碼 |
| Public Employees Retirement Association of Colorado | 9,600 | $24.4 萬 | 0.00% | 00.0% | 不變 |
| Cary Street Partner Investment Advisory LLC | 10,238 | $26.0 萬 | 0.02% | 00.0% | 不變 |
| Zebra Capital Management LLC | 10,692 | $27.3 萬 | 0.80% | −281−2.6% | 減碼 |
| Commonwealth Equity Services, LLC | 10,744 | $27.3 萬 | 0.00% | +10.0% | 加碼 |
| Gyon Technologies Capital Management, LP | 11,579 | $29.5 萬 | 0.08% | +11,579 | 新進 |
| BNP Paribas Arbitrage, SA | 12,433 | $31.6 萬 | 0.00% | −4,262−25.5% | 減碼 |
| Voya Investment Management LLC | 12,489 | $31.8 萬 | 0.00% | 00.0% | 不變 |
| Legal & General Group Plc | 13,472 | $34.3 萬 | 0.00% | +515+4.0% | 加碼 |
| American International Group, Inc. | 13,655 | $34.7 萬 | 0.00% | −706−4.9% | 減碼 |
| Deutsche Bank AG | 13,720 | $34.9 萬 | 0.00% | −1,986−12.6% | 減碼 |
| Bernardo Wealth Planning LLC | 14,116 | $35.9 萬 | 0.21% | +16+0.1% | 加碼 |
| Raymond James & Associates | 14,156 | $36.0 萬 | 0.00% | +364+2.6% | 加碼 |
| Truist Financial Corp | 14,375 | $36.6 萬 | 0.00% | 00.0% | 不變 |
| First Hawaiian Bank | 14,644 | $37.3 萬 | 0.01% | 00.0% | 不變 |
| MetLife Investment Management | 15,049 | $38.3 萬 | 0.00% | 00.0% | 不變 |
| Insight Advisors, LLC | 16,000 | $40.3 萬 | 0.14% | 00.0% | 不變 |
| Alberta Investment Management Corp | 16,035 | $40.8 萬 | 0.00% | +2,310+16.8% | 加碼 |
| Shell Asset Management Co | 16,172 | $41.1 萬 | 0.01% | +26+0.2% | 加碼 |
| D. E. Shaw & Co., Inc. | 16,455 | $41.9 萬 | 0.00% | −26,477−61.7% | 減碼 |
| LPL Financial LLC | 17,056 | $43.4 萬 | 0.00% | +2,212+14.9% | 加碼 |
| Cubist Systematic Strategies, LLC | 17,926 | $45.6 萬 | 0.00% | −14,230−44.3% | 減碼 |
| Prelude Capital Management, LLC | 18,303 | $46.6 萬 | 0.02% | −2,672−12.7% | 減碼 |
| JPMorgan Chase & Co | 18,973 | $48.2 萬 | 0.00% | −5,296−21.8% | 減碼 |
| Lindenwold Advisors | 19,685 | $50.1 萬 | 0.36% | 00.0% | 不變 |
| Algert Global LLC | 19,850 | $50.5 萬 | 0.04% | +1,110+5.9% | 加碼 |
| Cornercap Investment Counsel Inc | 20,465 | $52.1 萬 | 0.09% | +20,465 | 新進 |
| New York State Common Retirement Fund | 20,665 | $52.6 萬 | 0.00% | −72−0.3% | 減碼 |
| Keybank National Association | 22,281 | $56.7 萬 | 0.00% | −66−0.3% | 減碼 |
| State Board of Administration of Florida Retirement System | 22,336 | $56.8 萬 | 0.00% | 00.0% | 不變 |
| Tudor Investment Corp Et Al | 23,903 | $60.8 萬 | 0.02% | +7,688+47.4% | 加碼 |
| Pacific Ridge Capital Partners, LLC | 24,860 | $63.2 萬 | 0.15% | −180−0.7% | 減碼 |
| Millennium Management LLC | 24,984 | $63.6 萬 | 0.00% | −38,661−60.7% | 減碼 |
| Price T Rowe Associates Inc | 25,346 | $64.5 萬 | 0.00% | +252+1.0% | 加碼 |
| Alliancebernstein L.P. | 25,716 | $65.4 萬 | 0.00% | 00.0% | 不變 |
| Credit Suisse AG | 26,061 | $66.2 萬 | 0.00% | −2,452−8.6% | 減碼 |
| Brandywine Global Investment Management, LLC | 26,342 | $67.0 萬 | 0.01% | −103−0.4% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 26,829 | $68.3 萬 | 0.00% | −1,900−6.6% | 減碼 |
| STRS Ohio | 27,200 | $69.1 萬 | 0.00% | −1,500−5.2% | 減碼 |
| Girard Partners Ltd. | 28,261 | $71.8 萬 | 0.09% | +1,209+4.5% | 加碼 |
| Barclays PLC | 33,547 | $85.3 萬 | 0.00% | −16,820−33.4% | 減碼 |
| BLB&B Advisors, LLC | 34,758 | $88.4 萬 | 0.07% | 00.0% | 不變 |
| UBS Asset Management Americas Inc | 35,552 | $90.4 萬 | 0.00% | 00.0% | 不變 |
| LSV Asset Management | 36,500 | $92.9 萬 | 0.00% | +1,900+5.5% | 加碼 |
| SEI Investments Co | 35,270 | $94.5 萬 | 0.00% | −3,760−9.6% | 減碼 |
| IVC Wealth Advisors LLC | 37,476 | $95.3 萬 | 0.74% | −3,136−7.7% | 減碼 |
| California State Teachers Retirement System | 37,599 | $95.7 萬 | 0.00% | +219+0.6% | 加碼 |
| First Manhattan Co | 40,225 | $102.3 萬 | 0.00% | 00.0% | 不變 |
| Rhumbline Advisers | 43,628 | $111.0 萬 | 0.00% | +3,338+8.3% | 加碼 |
| Russell Investments Group, Ltd. | 46,085 | $117.1 萬 | 0.00% | +13,339+40.7% | 加碼 |
| River Oaks Capital LLC | 48,820 | $124.2 萬 | 1.33% | 00.0% | 不變 |
| Logan Capital Management Inc | 50,427 | $128.2 萬 | 0.07% | 00.0% | 不變 |
| Compass Ion Advisors, LLC | 51,829 | $131.9 萬 | 0.38% | +95+0.2% | 加碼 |
| Martingale Asset Management L P | 52,656 | $134.0 萬 | 0.02% | +31,822+152.7% | 加碼 |
| Invesco Ltd. | 53,815 | $137.0 萬 | 0.00% | +11,032+25.8% | 加碼 |
| Los Angeles Capital Management LLC | 56,107 | $142.7 萬 | 0.01% | −1,290−2.2% | 減碼 |
| First Trust Advisors LP | 56,708 | $144.3 萬 | 0.00% | −3,562−5.9% | 減碼 |
| Stifel Financial Corp | 58,465 | $148.7 萬 | 0.00% | 00.0% | 不變 |