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。
2024 年第 1 季 13F 持有人
Univest Financial Corp 在 2024/3/31 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
- 139
- 較 2023 年第 4 季 −3 家
- 持有股數
- 2,190 萬
- 較 2023 年第 4 季 −20.7 萬 (−0.9%)
- 總市值
- $4.56 億
- 較 2023 年第 4 季 −$3,086 萬 (−6.3%)
- 新進機構
- 14
- 另有 49 家加碼
- 清倉機構
- 17
- 另有 44 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 |
2024 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 2023 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 26 | $0 | 0.00% | +26 | 新進 |
| Rothschild Investment LLC | 5 | $104 | 0.00% | +5 | 新進 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8 | $166 | 0.00% | +8 | 新進 |
| Farther Finance Advisors, LLC | 13 | $265 | 0.00% | +11+550.0% | 加碼 |
| Principal Securities, Inc. | 14 | $291 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 30 | $625 | 0.00% | −1,042−97.2% | 減碼 |
| Raffa Wealth Management, LLC | 33 | $687 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 38 | $791 | 0.00% | +38 | 新進 |
| Covestor Ltd | 34 | $1,000 | 0.00% | −51−60.0% | 減碼 |
| Private Wealth Management Group, LLC | 75 | $1,562 | 0.00% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 89 | $1,853 | 0.00% | 00.0% | 不變 |
| GAMMA Investing LLC | 121 | $2,519 | 0.00% | +44+57.1% | 加碼 |
| Glen Eagle Advisors, LLC | 124 | $2,582 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 126 | $2,624 | 0.00% | −7−5.3% | 減碼 |
| EntryPoint Capital, LLC | 174 | $3,623 | 0.00% | −1,804−91.2% | 減碼 |
| US Bancorp | 473 | $9,848 | 0.00% | +130+37.9% | 加碼 |
| Blue Bell Private Wealth Management, LLC | 550 | $1.15 萬 | 0.00% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 990 | $2.06 萬 | 0.00% | 00.0% | 不變 |
| Amalgamated Bank | 996 | $2.10 萬 | 0.00% | −1,553−60.9% | 減碼 |
| CWM, LLC | 1,193 | $2.50 萬 | 0.00% | +565+90.0% | 加碼 |
| Lindbrook Capital, LLC | 1,227 | $2.55 萬 | 0.00% | 00.0% | 不變 |
| Royal Bank of Canada | 1,476 | $3.10 萬 | 0.00% | −5,355−78.4% | 減碼 |
| Metropolitan Life Insurance Co | 1,541 | $3.21 萬 | 0.00% | −318−17.1% | 減碼 |
| Point72 Asia (Singapore) Pte. Ltd. | 1,983 | $4.13 萬 | 0.01% | +1,983 | 新進 |
| Parallel Advisors, LLC | 2,271 | $4.73 萬 | 0.00% | 00.0% | 不變 |
| Bessemer Group Inc | 2,656 | $5.50 萬 | 0.00% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 2,862 | $5.96 萬 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 2,960 | $6.16 萬 | 0.00% | +107+3.8% | 加碼 |
| The PNC Financial Services Group, Inc. | 4,134 | $8.61 萬 | 0.00% | −147−3.4% | 減碼 |
| Great West Life Assurance Co | 5,541 | $11.5 萬 | 0.00% | −98−1.7% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,191 | $12.9 萬 | 0.00% | 00.0% | 不變 |
| Trust Co of Vermont | 7,004 | $14.6 萬 | 0.01% | 00.0% | 不變 |
| Hendershot Investments Inc. | 7,679 | $16.0 萬 | 0.02% | 00.0% | 不變 |
| Shell Asset Management Co | 7,232 | $16.5 萬 | 0.01% | −701−8.8% | 減碼 |
| Comerica Bank | 8,609 | $17.9 萬 | 0.00% | +8,535+11,533.8% | 加碼 |
| Quadrant Capital Group LLC | 8,906 | $18.5 萬 | 0.01% | −156−1.7% | 減碼 |
| Public Employees Retirement Association of Colorado | 9,600 | $20.0 萬 | 0.00% | 00.0% | 不變 |
| Y-Intercept (Hong Kong) Ltd | 9,645 | $20.1 萬 | 0.02% | −519−5.1% | 減碼 |
| Balyasny Asset Management LLC | 9,724 | $20.2 萬 | 0.00% | +9,724 | 新進 |
| Stanley-Laman Group, Ltd. | 9,884 | $20.6 萬 | 0.03% | 00.0% | 不變 |
| WealthTrust Axiom LLC | 10,227 | $21.3 萬 | 0.07% | 00.0% | 不變 |
| Wells Fargo & Company | 10,465 | $21.8 萬 | 0.00% | −2,078−16.6% | 減碼 |
| Voya Investment Management LLC | 10,936 | $22.8 萬 | 0.00% | −2,457−18.3% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 11,988 | $25.0 萬 | 0.01% | 00.0% | 不變 |
| Jump Financial, LLC | 12,076 | $25.1 萬 | 0.01% | +12,076 | 新進 |
| Commonwealth Equity Services, LLC | 12,104 | $25.2 萬 | 0.00% | +267+2.3% | 加碼 |
| Bernardo Wealth Planning LLC | 12,493 | $26.0 萬 | 0.07% | +12,493 | 新進 |
| New York State Common Retirement Fund | 12,907 | $26.9 萬 | 0.00% | −14−0.1% | 減碼 |
| Deutsche Bank AG | 13,152 | $27.4 萬 | 0.00% | +441+3.5% | 加碼 |
| Janus Henderson Group PLC | 13,329 | $27.7 萬 | 0.00% | +20.0% | 加碼 |
| Millennium Management LLC | 13,409 | $27.9 萬 | 0.00% | +13,409 | 新進 |
| Citadel Advisors LLC | 13,959 | $29.1 萬 | 0.00% | −3,863−21.7% | 減碼 |
| Tudor Investment Corp Et Al | 14,164 | $29.5 萬 | 0.00% | −8,594−37.8% | 減碼 |
| American International Group, Inc. | 14,302 | $29.8 萬 | 0.00% | −123−0.9% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 12,532 | $30.1 萬 | 0.00% | 00.0% | 不變 |
| First Hawaiian Bank | 14,644 | $30.5 萬 | 0.01% | 00.0% | 不變 |
| Apexium Financial, LP | 14,852 | $30.9 萬 | 0.02% | 00.0% | 不變 |
| MetLife Investment Management | 15,049 | $31.3 萬 | 0.00% | 00.0% | 不變 |
| Trexquant Investment LP | 15,376 | $32.0 萬 | 0.01% | +15,376 | 新進 |
| Insight Advisors, LLC | 16,250 | $33.8 萬 | 0.07% | 00.0% | 不變 |
| Quest Partners LLC | 16,534 | $34.4 萬 | 0.06% | +16,534 | 新進 |
| First Manhattan Co | 16,783 | $34.9 萬 | 0.00% | −1,006−5.7% | 減碼 |
| Campbell & CO Investment Adviser LLC | 16,922 | $35.2 萬 | 0.03% | +2,546+17.7% | 加碼 |
| Keeley-Teton Advisors, LLC | 17,600 | $36.6 萬 | 0.05% | 00.0% | 不變 |
| New York Life Investment Management LLC | 18,064 | $37.6 萬 | 0.00% | +3,403+23.2% | 加碼 |
| Teacher Retirement System of Texas | 18,247 | $38.0 萬 | 0.00% | −9,088−33.2% | 減碼 |
| Truist Financial Corp | 18,576 | $38.7 萬 | 0.00% | +18,576 | 新進 |
| Everhart Financial Group, Inc. | 19,260 | $40.1 萬 | 0.12% | +7,973+70.6% | 加碼 |
| BNP Paribas Arbitrage, SA | 19,713 | $41.0 萬 | 0.00% | +1,909+10.7% | 加碼 |
| Franklin Resources Inc | 20,889 | $43.5 萬 | 0.00% | +20,889 | 新進 |
| LSV Asset Management | 21,000 | $43.7 萬 | 0.00% | 00.0% | 不變 |
| HRT Financial LP | 23,328 | $48.5 萬 | 0.00% | −6,995−23.1% | 減碼 |
| Citigroup Inc | 25,448 | $53.0 萬 | 0.00% | +720+2.9% | 加碼 |
| State Board of Administration of Florida Retirement System | 22,336 | $53.0 萬 | 0.00% | +22,336 | 新進 |
| Alliancebernstein L.P. | 26,056 | $54.2 萬 | 0.00% | 00.0% | 不變 |
| Rafferty Asset Management, LLC | 26,746 | $55.7 萬 | 0.00% | +1,287+5.1% | 加碼 |
| Girard Partners Ltd. | 26,977 | $56.2 萬 | 0.05% | +100.0% | 加碼 |
| Credit Suisse AG | 27,489 | $57.2 萬 | 0.00% | 00.0% | 不變 |
| STRS Ohio | 27,800 | $57.8 萬 | 0.00% | −1,800−6.1% | 減碼 |
| UBS Asset Management Americas Inc | 29,148 | $60.7 萬 | 0.00% | 00.0% | 不變 |
| California State Teachers Retirement System | 29,452 | $61.3 萬 | 0.00% | −1,576−5.1% | 減碼 |
| Smartleaf Asset Management LLC | 29,879 | $61.7 萬 | 0.12% | +2,859+10.6% | 加碼 |
| Wedge Capital Management L L P | 32,017 | $66.7 萬 | 0.01% | +8,449+35.8% | 加碼 |
| Creative Planning | 32,988 | $68.7 萬 | 0.00% | +1,624+5.2% | 加碼 |
| BLB&B Advisors, LLC | 33,164 | $69.0 萬 | 0.04% | +10.0% | 加碼 |
| LPL Financial LLC | 33,165 | $69.0 萬 | 0.00% | +119+0.4% | 加碼 |
| Legal & General Group Plc | 33,581 | $69.9 萬 | 0.00% | 00.0% | 不變 |
| Cubist Systematic Strategies, LLC | 35,258 | $73.4 萬 | 0.01% | +18,121+105.7% | 加碼 |
| Keybank National Association | 35,496 | $73.9 萬 | 0.00% | −45−0.1% | 減碼 |
| Raymond James & Associates | 36,862 | $76.7 萬 | 0.00% | +6,088+19.8% | 加碼 |
| Pacific Ridge Capital Partners, LLC | 37,363 | $77.8 萬 | 0.17% | −9,692−20.6% | 減碼 |
| Compass Ion Advisors, LLC | 38,374 | $79.9 萬 | 0.11% | +136+0.4% | 加碼 |
| UBS Group AG | 38,976 | $81.1 萬 | 0.00% | −7,923−16.9% | 減碼 |
| IVC Wealth Advisors LLC | 40,343 | $84.0 萬 | 0.48% | −394−1.0% | 減碼 |
| Los Angeles Capital Management LLC | 40,445 | $84.2 萬 | 0.00% | −310−0.8% | 減碼 |
| Price T Rowe Associates Inc | 40,578 | $84.5 萬 | 0.00% | −4,859−10.7% | 減碼 |
| Two Sigma Investments, LP | 42,860 | $89.2 萬 | 0.00% | +2,677+6.7% | 加碼 |
| Rhumbline Advisers | 47,263 | $98.4 萬 | 0.00% | +1,269+2.8% | 加碼 |
| Victory Capital Management Inc | 49,800 | $103.7 萬 | 0.00% | +2,000+4.2% | 加碼 |
| Logan Capital Management Inc | 50,427 | $105.0 萬 | 0.04% | 00.0% | 不變 |