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。
2023 年第 3 季 13F 持有人
Univest Financial Corp 在 2023/9/30 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
- 135
- 較 2023 年第 2 季 −2 家
- 持有股數
- 2,163 萬
- 較 2023 年第 2 季 +4.40 萬 (+0.2%)
- 總市值
- $3.76 億
- 較 2023 年第 2 季 −$1,485 萬 (−3.8%)
- 新進機構
- 9
- 另有 61 家加碼
- 清倉機構
- 11
- 另有 41 家減碼
另有 2 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 |
2023 年第 3 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 2023 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock Inc. | 3,376,990 | $5,869 萬 | 0.00% | −49,039−1.4% | 減碼 |
| FMR LLC | 2,556,151 | $4,443 萬 | 0.00% | +130,584+5.4% | 加碼 |
| Dimensional Fund Advisors LP | 1,977,144 | $3,436 萬 | 0.01% | −126,682−6.0% | 減碼 |
| Pzena Investment Management LLC | 1,536,123 | $2,670 萬 | 0.11% | −1,644−0.1% | 減碼 |
| Vanguard Group Inc | 1,495,117 | $2,599 萬 | 0.00% | −64,629−4.1% | 減碼 |
| Manufacturers Life Insurance Company, The | 1,099,925 | $1,912 萬 | 0.01% | −329,203−23.0% | 減碼 |
| State Street Corp | 851,931 | $1,481 萬 | 0.00% | −12,704−1.5% | 減碼 |
| Renaissance Technologies LLC | 699,769 | $1,216 萬 | 0.02% | +5,300+0.8% | 加碼 |
| Geode Capital Management, LLC | 619,499 | $1,077 萬 | 0.00% | +30,162+5.1% | 加碼 |
| Univest Financial Corp | 518,498 | $901.1 萬 | 3.01% | −1,665−0.3% | 減碼 |
| Boston Partners | 419,957 | $724.7 萬 | 0.01% | −16,552−3.8% | 減碼 |
| Leeward Investments, LLC - MA | 402,685 | $699.9 萬 | 0.36% | −31,187−7.2% | 減碼 |
| Northern Trust Corp | 361,931 | $629.0 萬 | 0.00% | +3,504+1.0% | 加碼 |
| AQR Capital Management LLC | 329,731 | $573.1 萬 | 0.01% | +214,572+186.3% | 加碼 |
| Charles Schwab Investment Management Inc | 300,547 | $522.4 萬 | 0.00% | +82,107+37.6% | 加碼 |
| Hotchkis & Wiley Capital Management LLC | 297,600 | $517.2 萬 | 0.02% | +11,900+4.2% | 加碼 |
| American Century Companies Inc | 265,738 | $461.9 萬 | 0.00% | +34,521+14.9% | 加碼 |
| Neuberger Berman Group LLC | 264,054 | $458.9 萬 | 0.00% | −5,138−1.9% | 減碼 |
| Nuveen Asset Management, LLC | 222,566 | $386.8 萬 | 0.00% | +23,027+11.5% | 加碼 |
| Ameriprise Financial Inc | 219,429 | $381.4 萬 | 0.00% | −4,416−2.0% | 減碼 |
| Goldman Sachs Group Inc | 216,066 | $375.5 萬 | 0.00% | +3,432+1.6% | 加碼 |
| Morgan Stanley | 195,629 | $340.0 萬 | 0.00% | −22,840−10.5% | 減碼 |
| Bank of New York Mellon Corp | 194,725 | $338.4 萬 | 0.00% | +585+0.3% | 加碼 |
| Bridgeway Capital Management, LLC | 188,435 | $327.5 萬 | 0.08% | +23,577+14.3% | 加碼 |
| Assenagon Asset Management S.A. | 180,994 | $314.6 萬 | 0.01% | +79,472+78.3% | 加碼 |
| Prudential Financial Inc | 179,834 | $312.6 萬 | 0.00% | +51,000+39.6% | 加碼 |
| State of New Jersey Common Pension Fund D | 158,221 | $275.0 萬 | 0.01% | +48,922+44.8% | 加碼 |
| JPMorgan Chase & Co | 134,872 | $234.4 萬 | 0.00% | +3,515+2.7% | 加碼 |
| First Trust Advisors LP | 89,145 | $154.9 萬 | 0.00% | +77,396+658.7% | 加碼 |
| Two Sigma Advisers, LP | 87,380 | $151.9 萬 | 0.00% | +1,600+1.9% | 加碼 |
| Two Sigma Investments, LP | 79,435 | $138.1 萬 | 0.00% | +30,667+62.9% | 加碼 |
| SEI Investments Co | 77,200 | $134.2 萬 | 0.00% | +27,450+55.2% | 加碼 |
| Bank of America Corp | 76,828 | $133.5 萬 | 0.00% | +20,072+35.4% | 加碼 |
| Millennium Management LLC | 75,425 | $131.1 萬 | 0.00% | +19,439+34.7% | 加碼 |
| Swiss National Bank | 64,778 | $112.6 萬 | 0.00% | +1,700+2.7% | 加碼 |
| Barclays PLC | 64,598 | $112.3 萬 | 0.00% | +2,010+3.2% | 加碼 |
| Thrivent Financial for Lutherans | 61,784 | $107.4 萬 | 0.00% | +21,413+53.0% | 加碼 |
| Empowered Funds, LLC | 55,256 | $96.0 萬 | 0.03% | +23,577+74.4% | 加碼 |
| D. E. Shaw & Co., Inc. | 53,613 | $93.2 萬 | 0.00% | +23,327+77.0% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 52,780 | $91.7 萬 | 0.00% | +3,033+6.1% | 加碼 |
| Invesco Ltd. | 51,979 | $90.3 萬 | 0.00% | +336+0.7% | 加碼 |
| Logan Capital Management Inc | 50,427 | $87.6 萬 | 0.04% | 00.0% | 不變 |
| Endeavour Capital Advisors Inc | 48,418 | $84.2 萬 | 0.34% | +27,740+134.2% | 加碼 |
| Rhumbline Advisers | 48,147 | $83.7 萬 | 0.00% | −311−0.6% | 減碼 |
| Pacific Ridge Capital Partners, LLC | 47,055 | $81.8 萬 | 0.19% | −140−0.3% | 減碼 |
| Victory Capital Management Inc | 41,893 | $72.8 萬 | 0.00% | −2,342−5.3% | 減碼 |
| Price T Rowe Associates Inc | 41,121 | $71.5 萬 | 0.00% | +8,971+27.9% | 加碼 |
| IVC Wealth Advisors LLC | 40,987 | $71.2 萬 | 0.48% | 00.0% | 不變 |
| Los Angeles Capital Management LLC | 40,755 | $70.8 萬 | 0.00% | 00.0% | 不變 |
| Compass Ion Advisors, LLC | 38,096 | $66.2 萬 | 0.11% | +147+0.4% | 加碼 |
| Teacher Retirement System of Texas | 35,457 | $61.6 萬 | 0.00% | −3,178−8.2% | 減碼 |
| Cubist Systematic Strategies, LLC | 34,271 | $59.6 萬 | 0.01% | +4,131+13.7% | 加碼 |
| STRS Ohio | 34,200 | $59.4 萬 | 0.00% | +5,700+20.0% | 加碼 |
| Legal & General Group Plc | 33,581 | $58.4 萬 | 0.00% | +14,286+74.0% | 加碼 |
| BLB&B Advisors, LLC | 33,162 | $57.6 萬 | 0.04% | +10.0% | 加碼 |
| Martingale Asset Management L P | 32,916 | $57.2 萬 | 0.01% | +14,599+79.7% | 加碼 |
| California State Teachers Retirement System | 32,401 | $56.3 萬 | 0.00% | −2,327−6.7% | 減碼 |
| LPL Financial LLC | 32,047 | $55.7 萬 | 0.00% | +429+1.4% | 加碼 |
| HRT Financial LP | 32,000 | $55.6 萬 | 0.01% | −17,837−35.8% | 減碼 |
| UBS Asset Management Americas Inc | 29,148 | $50.7 萬 | 0.00% | 00.0% | 不變 |
| First Manhattan Co | 29,047 | $50.5 萬 | 0.00% | −578−2.0% | 減碼 |
| Emerald Mutual Fund Advisers Trust | 28,927 | $50.3 萬 | 0.03% | 00.0% | 不變 |
| Credit Suisse AG | 28,868 | $50.2 萬 | 0.00% | −1,565−5.1% | 減碼 |
| Girard Partners Ltd. | 26,967 | $46.9 萬 | 0.05% | 00.0% | 不變 |
| Raymond James & Associates | 26,519 | $46.1 萬 | 0.00% | +1,942+7.9% | 加碼 |
| Alliancebernstein L.P. | 26,056 | $45.3 萬 | 0.00% | 00.0% | 不變 |
| UBS Group AG | 25,787 | $44.8 萬 | 0.00% | +9,166+55.1% | 加碼 |
| BNP Paribas Arbitrage, SA | 23,399 | $40.7 萬 | 0.00% | +15,742+205.6% | 加碼 |
| Keybank National Association | 22,291 | $38.7 萬 | 0.00% | +100.0% | 加碼 |
| Wedge Capital Management L L P | 21,120 | $36.7 萬 | 0.01% | −32,682−60.7% | 減碼 |
| LSV Asset Management | 21,000 | $36.5 萬 | 0.00% | 00.0% | 不變 |
| Rafferty Asset Management, LLC | 17,752 | $30.9 萬 | 0.00% | −3,725−17.3% | 減碼 |
| Keeley-Teton Advisors, LLC | 17,600 | $30.6 萬 | 0.04% | 00.0% | 不變 |
| Insight Advisors, LLC | 16,250 | $28.2 萬 | 0.06% | +250+1.6% | 加碼 |
| MetLife Investment Management | 15,049 | $26.2 萬 | 0.00% | 00.0% | 不變 |
| New York Life Investment Management LLC | 14,998 | $26.1 萬 | 0.00% | −2,362−13.6% | 減碼 |
| Apexium Financial, LP | 14,852 | $25.8 萬 | 0.03% | −200−1.3% | 減碼 |
| First Hawaiian Bank | 14,644 | $25.5 萬 | 0.01% | 00.0% | 不變 |
| American International Group, Inc. | 14,483 | $25.2 萬 | 0.00% | +515+3.7% | 加碼 |
| Truist Financial Corp | 13,804 | $24.0 萬 | 0.00% | −2,526−15.5% | 減碼 |
| Watershed Asset Management, L.L.C. | 13,782 | $24.0 萬 | 0.29% | +13,782 | 新進 |
| Voya Investment Management LLC | 13,449 | $23.4 萬 | 0.00% | +360+2.8% | 加碼 |
| Janus Henderson Group PLC | 13,351 | $23.2 萬 | 0.00% | +20.0% | 加碼 |
| New York State Common Retirement Fund | 12,911 | $22.4 萬 | 0.00% | +13+0.1% | 加碼 |
| Creative Planning | 12,829 | $22.3 萬 | 0.00% | −539−4.0% | 減碼 |
| Deutsche Bank AG | 12,711 | $22.1 萬 | 0.00% | 00.0% | 不變 |
| Mirae Asset Global Investments Co., Ltd. | 12,532 | $21.8 萬 | 0.00% | 00.0% | 不變 |
| HSBC Holdings PLC | 12,514 | $21.7 萬 | 0.00% | −252−2.0% | 減碼 |
| Occudo Quantitative Strategies LP | 12,341 | $21.4 萬 | 0.03% | +12,341 | 新進 |
| Cary Street Partner Investment Advisory LLC | 12,188 | $21.2 萬 | 0.01% | +1,650+15.7% | 加碼 |
| Aigen Investment Management, LP | 11,974 | $20.8 萬 | 0.04% | +11,974 | 新進 |
| Commonwealth Equity Services, LLC | 11,926 | $20.7 萬 | 0.00% | +10.0% | 加碼 |
| Trexquant Investment LP | 11,651 | $20.2 萬 | 0.01% | +11,651 | 新進 |
| Bailard, Inc. | 11,000 | $19.1 萬 | 0.01% | +11,000 | 新進 |
| Everhart Financial Group, Inc. | 10,942 | $19.0 萬 | 0.08% | +10,942 | 新進 |
| Wells Fargo & Company | 10,779 | $18.7 萬 | 0.00% | −3,482−24.4% | 減碼 |
| Shell Asset Management Co | 10,392 | $18.1 萬 | 0.01% | −163−1.5% | 減碼 |
| WealthTrust Axiom LLC | 10,227 | $17.8 萬 | 0.06% | −207−2.0% | 減碼 |
| Bernardo Wealth Planning LLC | 10,085 | $17.5 萬 | 0.07% | −964−8.7% | 減碼 |
| Citigroup Inc | 9,619 | $16.7 萬 | 0.00% | −11,690−54.9% | 減碼 |