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 4 季 13F 持有人
Univest Financial Corp 在 2023/12/31 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
- 142
- 較 2023 年第 3 季 +7 家
- 持有股數
- 2,211 萬
- 較 2023 年第 3 季 +47.9 萬 (+2.2%)
- 總市值
- $4.87 億
- 較 2023 年第 3 季 +$1.11 億 (+29.6%)
- 新進機構
- 18
- 另有 52 家加碼
- 清倉機構
- 11
- 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 |
2023 年第 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 2 | $44 | 0.00% | +2 | 新進 |
| Principal Securities, Inc. | 14 | $308 | 0.00% | +14 | 新進 |
| Spire Wealth Management | 27 | $548 | 0.00% | +27 | 新進 |
| Raffa Wealth Management, LLC | 33 | $727 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 56 | $1,234 | 0.00% | −163−74.4% | 減碼 |
| Comerica Bank | 74 | $1,630 | 0.00% | −299−80.2% | 減碼 |
| GAMMA Investing LLC | 77 | $1,635 | 0.00% | +77 | 新進 |
| Private Wealth Management Group, LLC | 75 | $1,653 | 0.00% | +75 | 新進 |
| First Horizon Advisors, Inc. | 89 | $1,961 | 0.00% | 00.0% | 不變 |
| Covestor Ltd | 85 | $2,000 | 0.00% | +1+1.2% | 加碼 |
| Glen Eagle Advisors, LLC | 124 | $2,732 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 133 | $2,930 | 0.00% | +55+70.5% | 加碼 |
| US Bancorp | 343 | $7,556 | 0.00% | −416−54.8% | 減碼 |
| Blue Bell Private Wealth Management, LLC | 550 | $1.21 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 628 | $1.40 萬 | 0.00% | +21+3.5% | 加碼 |
| Nisa Investment Advisors, LLC | 990 | $2.18 萬 | 0.00% | −2,500−71.6% | 減碼 |
| Parkside Financial Bank & Trust | 1,072 | $2.36 萬 | 0.00% | +411+62.2% | 加碼 |
| Lindbrook Capital, LLC | 1,227 | $2.70 萬 | 0.00% | +1,162+1,787.7% | 加碼 |
| Metropolitan Life Insurance Co | 1,859 | $4.10 萬 | 0.00% | 00.0% | 不變 |
| EntryPoint Capital, LLC | 1,978 | $4.36 萬 | 0.04% | +1,978 | 新進 |
| Parallel Advisors, LLC | 2,271 | $5.00 萬 | 0.00% | +1,714+307.7% | 加碼 |
| Amalgamated Bank | 2,549 | $5.60 萬 | 0.00% | −296−10.4% | 減碼 |
| Bessemer Group Inc | 2,656 | $5.90 萬 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 2,853 | $6.29 萬 | 0.00% | +1,941+212.8% | 加碼 |
| Ameritas Investment Partners, Inc. | 2,862 | $6.30 萬 | 0.00% | 00.0% | 不變 |
| Point72 Middle East FZE | 3,297 | $7.26 萬 | 0.01% | +3,297 | 新進 |
| The PNC Financial Services Group, Inc. | 4,281 | $9.43 萬 | 0.00% | +2,094+95.7% | 加碼 |
| Aquatic Capital Management LLC | 4,500 | $9.90 萬 | 0.00% | +3,200+246.2% | 加碼 |
| Great West Life Assurance Co | 5,639 | $12.3 萬 | 0.00% | −151−2.6% | 減碼 |
| Allspring Global Investments Holdings, LLC | 5,597 | $12.3 萬 | 0.00% | +1,194+27.1% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,191 | $13.6 萬 | 0.00% | 00.0% | 不變 |
| Royal Bank of Canada | 6,831 | $15.1 萬 | 0.00% | +1,914+38.9% | 加碼 |
| Trust Co of Vermont | 7,004 | $15.4 萬 | 0.01% | 00.0% | 不變 |
| Hendershot Investments Inc. | 7,679 | $16.9 萬 | 0.03% | 00.0% | 不變 |
| Shell Asset Management Co | 7,933 | $17.5 萬 | 0.01% | −2,459−23.7% | 減碼 |
| Elequin Capital LP | 8,054 | $17.7 萬 | 0.05% | +4,376+119.0% | 加碼 |
| Tower Research Capital LLC (TRC) | 8,541 | $18.8 萬 | 0.00% | +7,112+497.7% | 加碼 |
| Quadrant Capital Group LLC | 9,062 | $20.0 萬 | 0.02% | +4,108+82.9% | 加碼 |
| Public Employees Retirement Association of Colorado | 9,600 | $21.1 萬 | 0.00% | 00.0% | 不變 |
| Stanley-Laman Group, Ltd. | 9,884 | $21.8 萬 | 0.03% | +9,884 | 新進 |
| Y-Intercept (Hong Kong) Ltd | 10,164 | $22.4 萬 | 0.02% | +10,164 | 新進 |
| WealthTrust Axiom LLC | 10,227 | $22.5 萬 | 0.08% | 00.0% | 不變 |
| Occudo Quantitative Strategies LP | 10,818 | $23.8 萬 | 0.03% | −1,523−12.3% | 減碼 |
| Gsa Capital Partners LLP | 11,228 | $24.7 萬 | 0.02% | +11,228 | 新進 |
| Everhart Financial Group, Inc. | 11,287 | $24.9 萬 | 0.09% | +345+3.2% | 加碼 |
| Aigen Investment Management, LP | 11,724 | $25.8 萬 | 0.05% | −250−2.1% | 減碼 |
| Commonwealth Equity Services, LLC | 11,837 | $26.1 萬 | 0.00% | −89−0.7% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 11,988 | $26.4 萬 | 0.01% | −200−1.6% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 12,532 | $27.6 萬 | 0.00% | 00.0% | 不變 |
| Wells Fargo & Company | 12,543 | $27.6 萬 | 0.00% | +1,764+16.4% | 加碼 |
| Deutsche Bank AG | 12,711 | $28.0 萬 | 0.00% | 00.0% | 不變 |
| New York State Common Retirement Fund | 12,921 | $28.5 萬 | 0.00% | +10+0.1% | 加碼 |
| Janus Henderson Group PLC | 13,327 | $29.3 萬 | 0.00% | −24−0.2% | 減碼 |
| Voya Investment Management LLC | 13,393 | $29.5 萬 | 0.00% | −56−0.4% | 減碼 |
| D. E. Shaw & Co., Inc. | 13,690 | $30.2 萬 | 0.00% | −39,923−74.5% | 減碼 |
| Campbell & CO Investment Adviser LLC | 14,376 | $31.7 萬 | 0.03% | +14,376 | 新進 |
| American International Group, Inc. | 14,425 | $31.8 萬 | 0.00% | −58−0.4% | 減碼 |
| First Hawaiian Bank | 14,644 | $32.3 萬 | 0.01% | 00.0% | 不變 |
| New York Life Investment Management LLC | 14,661 | $32.3 萬 | 0.00% | −337−2.2% | 減碼 |
| Jane Street Group, LLC | 14,734 | $32.5 萬 | 0.00% | +14,734 | 新進 |
| Apexium Financial, LP | 14,852 | $32.7 萬 | 0.02% | 00.0% | 不變 |
| MetLife Investment Management | 15,049 | $33.2 萬 | 0.00% | 00.0% | 不變 |
| State of Wisconsin Investment Board | 15,594 | $34.4 萬 | 0.00% | +15,594 | 新進 |
| Insight Advisors, LLC | 16,250 | $35.8 萬 | 0.08% | 00.0% | 不變 |
| Emerald Mutual Fund Advisers Trust | 17,077 | $37.6 萬 | 0.02% | −11,850−41.0% | 減碼 |
| Cubist Systematic Strategies, LLC | 17,137 | $37.8 萬 | 0.00% | −17,134−50.0% | 減碼 |
| Keeley-Teton Advisors, LLC | 17,600 | $38.8 萬 | 0.05% | 00.0% | 不變 |
| First Manhattan Co | 17,789 | $39.2 萬 | 0.00% | −11,258−38.8% | 減碼 |
| BNP Paribas Arbitrage, SA | 17,804 | $39.2 萬 | 0.00% | −5,595−23.9% | 減碼 |
| Citadel Advisors LLC | 17,822 | $39.3 萬 | 0.00% | +17,822 | 新進 |
| Susquehanna International Group, LLP | 17,970 | $39.6 萬 | 0.00% | +17,970 | 新進 |
| LSV Asset Management | 21,000 | $46.3 萬 | 0.00% | 00.0% | 不變 |
| Tudor Investment Corp Et Al | 22,758 | $50.1 萬 | 0.01% | +22,758 | 新進 |
| Wedge Capital Management L L P | 23,568 | $51.9 萬 | 0.01% | +2,448+11.6% | 加碼 |
| Citigroup Inc | 24,728 | $54.5 萬 | 0.00% | +15,109+157.1% | 加碼 |
| Rafferty Asset Management, LLC | 25,459 | $56.1 萬 | 0.00% | +7,707+43.4% | 加碼 |
| Alliancebernstein L.P. | 26,056 | $57.4 萬 | 0.00% | 00.0% | 不變 |
| Girard Partners Ltd. | 26,967 | $59.4 萬 | 0.06% | 00.0% | 不變 |
| Teacher Retirement System of Texas | 27,335 | $60.2 萬 | 0.00% | −8,122−22.9% | 減碼 |
| Smartleaf Asset Management LLC | 27,020 | $60.3 萬 | 0.16% | +27,020 | 新進 |
| Credit Suisse AG | 27,489 | $60.6 萬 | 0.00% | −1,379−4.8% | 減碼 |
| UBS Asset Management Americas Inc | 29,148 | $64.2 萬 | 0.00% | 00.0% | 不變 |
| STRS Ohio | 29,600 | $65.2 萬 | 0.00% | −4,600−13.5% | 減碼 |
| HRT Financial LP | 30,323 | $66.8 萬 | 0.00% | −1,677−5.2% | 減碼 |
| Raymond James & Associates | 30,774 | $67.8 萬 | 0.00% | +4,255+16.0% | 加碼 |
| California State Teachers Retirement System | 31,028 | $68.4 萬 | 0.00% | −1,373−4.2% | 減碼 |
| Creative Planning | 31,364 | $69.1 萬 | 0.00% | +18,535+144.5% | 加碼 |
| LPL Financial LLC | 33,046 | $72.8 萬 | 0.00% | +999+3.1% | 加碼 |
| BLB&B Advisors, LLC | 33,163 | $73.1 萬 | 0.05% | +10.0% | 加碼 |
| Bailard, Inc. | 33,400 | $73.6 萬 | 0.02% | +22,400+203.6% | 加碼 |
| Legal & General Group Plc | 33,581 | $74.0 萬 | 0.00% | 00.0% | 不變 |
| Keybank National Association | 35,541 | $78.3 萬 | 0.00% | +13,250+59.4% | 加碼 |
| Compass Ion Advisors, LLC | 38,238 | $84.2 萬 | 0.13% | +142+0.4% | 加碼 |
| Two Sigma Investments, LP | 40,183 | $88.5 萬 | 0.00% | −39,252−49.4% | 減碼 |
| IVC Wealth Advisors LLC | 40,737 | $89.7 萬 | 0.56% | −250−0.6% | 減碼 |
| Los Angeles Capital Management LLC | 40,755 | $89.8 萬 | 0.00% | 00.0% | 不變 |
| Price T Rowe Associates Inc | 45,437 | $100.1 萬 | 0.00% | +4,316+10.5% | 加碼 |
| Rhumbline Advisers | 45,994 | $101.3 萬 | 0.00% | −2,153−4.5% | 減碼 |
| UBS Group AG | 46,899 | $103.3 萬 | 0.00% | +21,112+81.9% | 加碼 |
| Pacific Ridge Capital Partners, LLC | 47,055 | $103.7 萬 | 0.21% | 00.0% | 不變 |