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 2 季 13F 持有人
Univest Financial Corp 在 2024/6/30 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
- 140
- 較 2024 年第 1 季 +3 家
- 持有股數
- 2,171 萬
- 較 2024 年第 1 季 −15.7 萬 (−0.7%)
- 總市值
- $4.95 億
- 較 2024 年第 1 季 +$4,005 萬 (+8.8%)
- 新進機構
- 18
- 另有 47 家加碼
- 清倉機構
- 15
- 另有 47 家減碼
另有 2 家機構在 2024 年第 1 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| TFC Financial Management | 1 | $23 | 0.00% | +1 | 新進 |
| Farther Finance Advisors, LLC | 13 | $295 | 0.00% | 00.0% | 不變 |
| Principal Securities, Inc. | 14 | $320 | 0.00% | 00.0% | 不變 |
| Rothschild Investment LLC | 15 | $342 | 0.00% | +10+200.0% | 加碼 |
| Lynx Investment Advisory | 20 | $457 | 0.00% | +20 | 新進 |
| Raffa Wealth Management, LLC | 33 | $753 | 0.00% | 00.0% | 不變 |
| J.Safra Asset Management Corp | 35 | $799 | 0.00% | +35 | 新進 |
| Covestor Ltd | 59 | $1,000 | 0.00% | +25+73.5% | 加碼 |
| Simplex Trading, LLC | 66 | $1,000 | 0.00% | +40+153.8% | 加碼 |
| International Assets Investment Management, LLC | 52 | $1,187 | 0.00% | +52 | 新進 |
| First Horizon Advisors, Inc. | 89 | $2,032 | 0.00% | 00.0% | 不變 |
| GAMMA Investing LLC | 121 | $2,762 | 0.00% | 00.0% | 不變 |
| Glen Eagle Advisors, LLC | 124 | $2,831 | 0.00% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 131 | $2,991 | 0.00% | +131 | 新進 |
| Allworth Financial LP | 140 | $3,755 | 0.00% | +14+11.1% | 加碼 |
| C M Bidwell & Associates Ltd | 168 | $3,835 | 0.00% | +168 | 新進 |
| Russell Investments Group, Ltd. | 191 | $4,360 | 0.00% | +191 | 新進 |
| Blue Bell Private Wealth Management, LLC | 550 | $1.26 萬 | 0.00% | 00.0% | 不變 |
| US Bancorp | 616 | $1.41 萬 | 0.00% | +143+30.2% | 加碼 |
| Fifth Third Bancorp | 619 | $1.41 萬 | 0.00% | +619 | 新進 |
| SRS Capital Advisors, Inc. | 719 | $1.64 萬 | 0.00% | +719 | 新進 |
| Point72 Asia (Singapore) Pte. Ltd. | 807 | $1.84 萬 | 0.00% | −1,176−59.3% | 減碼 |
| Nisa Investment Advisors, LLC | 990 | $2.26 萬 | 0.00% | 00.0% | 不變 |
| Amalgamated Bank | 996 | $2.30 萬 | 0.00% | 00.0% | 不變 |
| Innealta Capital, LLC | 1,236 | $2.82 萬 | 0.01% | +1,236 | 新進 |
| EntryPoint Capital, LLC | 1,400 | $3.20 萬 | 0.01% | +1,226+704.6% | 加碼 |
| Lindbrook Capital, LLC | 1,542 | $3.52 萬 | 0.00% | +315+25.7% | 加碼 |
| Parallel Advisors, LLC | 2,271 | $5.18 萬 | 0.00% | 00.0% | 不變 |
| Bessemer Group Inc | 2,656 | $6.10 萬 | 0.00% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 2,862 | $6.53 萬 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 2,923 | $6.67 萬 | 0.00% | −37−1.3% | 減碼 |
| Royal Bank of Canada | 3,333 | $7.60 萬 | 0.00% | +1,857+125.8% | 加碼 |
| CWM, LLC | 3,731 | $8.50 萬 | 0.00% | +2,538+212.7% | 加碼 |
| The PNC Financial Services Group, Inc. | 4,375 | $9.99 萬 | 0.00% | +241+5.8% | 加碼 |
| Ariadne Wealth Management, LP | 10,137 | $12.4 萬 | 0.11% | +10,137 | 新進 |
| Great West Life Assurance Co | 5,516 | $12.6 萬 | 0.00% | −25−0.5% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,191 | $14.1 萬 | 0.00% | 00.0% | 不變 |
| Trust Co of Vermont | 7,004 | $16.0 萬 | 0.01% | 00.0% | 不變 |
| Comerica Bank | 7,517 | $17.2 萬 | 0.00% | −1,092−12.7% | 減碼 |
| Quest Partners LLC | 7,636 | $17.4 萬 | 0.02% | −8,898−53.8% | 減碼 |
| Hendershot Investments Inc. | 7,679 | $17.5 萬 | 0.03% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 8,301 | $19.0 萬 | 0.00% | +8,301 | 新進 |
| Quadrant Capital Group LLC | 8,731 | $19.9 萬 | 0.01% | −175−2.0% | 減碼 |
| Occudo Quantitative Strategies LP | 9,206 | $21.0 萬 | 0.04% | +9,206 | 新進 |
| Public Employees Retirement Association of Colorado | 9,600 | $21.9 萬 | 0.00% | 00.0% | 不變 |
| Stanley-Laman Group, Ltd. | 9,884 | $22.6 萬 | 0.03% | 00.0% | 不變 |
| WealthTrust Axiom LLC | 10,227 | $23.3 萬 | 0.08% | 00.0% | 不變 |
| Campbell & CO Investment Adviser LLC | 10,713 | $24.5 萬 | 0.02% | −6,209−36.7% | 減碼 |
| HRT Financial LP | 10,972 | $25.0 萬 | 0.00% | −12,356−53.0% | 減碼 |
| Voya Investment Management LLC | 11,198 | $25.6 萬 | 0.00% | +262+2.4% | 加碼 |
| Commonwealth Equity Services, LLC | 11,967 | $27.3 萬 | 0.00% | −137−1.1% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 12,042 | $27.5 萬 | 0.01% | +54+0.5% | 加碼 |
| First Manhattan Co | 12,762 | $29.1 萬 | 0.00% | −4,021−24.0% | 減碼 |
| Deutsche Bank AG | 12,880 | $29.4 萬 | 0.00% | −272−2.1% | 減碼 |
| New York State Common Retirement Fund | 12,914 | $29.5 萬 | 0.00% | +7+0.1% | 加碼 |
| Bernardo Wealth Planning LLC | 12,924 | $29.5 萬 | 0.08% | +431+3.4% | 加碼 |
| Janus Henderson Group PLC | 13,179 | $30.1 萬 | 0.00% | −150−1.1% | 減碼 |
| Wells Fargo & Company | 14,429 | $32.9 萬 | 0.00% | +3,964+37.9% | 加碼 |
| Cubist Systematic Strategies, LLC | 14,541 | $33.2 萬 | 0.01% | −20,717−58.8% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 14,643 | $33.4 萬 | 0.00% | +14,643 | 新進 |
| First Hawaiian Bank | 14,644 | $33.4 萬 | 0.01% | 00.0% | 不變 |
| Apexium Financial, LP | 14,852 | $33.9 萬 | 0.02% | 00.0% | 不變 |
| Corebridge Financial, Inc. | 15,564 | $35.5 萬 | 0.00% | +15,564 | 新進 |
| Insight Advisors, LLC | 16,250 | $37.1 萬 | 0.07% | 00.0% | 不變 |
| MetLife Investment Management | 16,590 | $37.9 萬 | 0.00% | +1,541+10.2% | 加碼 |
| Keeley-Teton Advisors, LLC | 17,600 | $40.2 萬 | 0.05% | 00.0% | 不變 |
| Truist Financial Corp | 18,635 | $42.5 萬 | 0.00% | +59+0.3% | 加碼 |
| BNP Paribas Arbitrage, SA | 20,409 | $46.6 萬 | 0.00% | +696+3.5% | 加碼 |
| LSV Asset Management | 21,000 | $47.9 萬 | 0.00% | 00.0% | 不變 |
| UBS Group AG | 21,481 | $49.0 萬 | 0.00% | −17,495−44.9% | 減碼 |
| Everhart Financial Group, Inc. | 22,173 | $50.6 萬 | 0.13% | +2,913+15.1% | 加碼 |
| D. E. Shaw & Co., Inc. | 22,475 | $51.3 萬 | 0.00% | +22,475 | 新進 |
| Citigroup Inc | 23,131 | $52.8 萬 | 0.00% | −2,317−9.1% | 減碼 |
| Teacher Retirement System of Texas | 24,722 | $56.4 萬 | 0.00% | +6,475+35.5% | 加碼 |
| Alliancebernstein L.P. | 26,056 | $59.5 萬 | 0.00% | 00.0% | 不變 |
| STRS Ohio | 26,100 | $59.6 萬 | 0.00% | −1,700−6.1% | 減碼 |
| Rafferty Asset Management, LLC | 26,659 | $60.9 萬 | 0.00% | −87−0.3% | 減碼 |
| Jane Street Group, LLC | 27,752 | $63.4 萬 | 0.00% | +27,752 | 新進 |
| Wedge Capital Management L L P | 28,092 | $64.1 萬 | 0.01% | −3,925−12.3% | 減碼 |
| California State Teachers Retirement System | 28,764 | $65.7 萬 | 0.00% | −688−2.3% | 減碼 |
| Girard Partners Ltd. | 28,913 | $66.0 萬 | 0.06% | +1,936+7.2% | 加碼 |
| Smartleaf Asset Management LLC | 30,251 | $67.2 萬 | 0.11% | +372+1.2% | 加碼 |
| Victory Capital Management Inc | 30,000 | $68.5 萬 | 0.00% | −19,800−39.8% | 減碼 |
| LPL Financial LLC | 30,400 | $69.4 萬 | 0.00% | −2,765−8.3% | 減碼 |
| BLB&B Advisors, LLC | 33,165 | $75.7 萬 | 0.04% | +10.0% | 加碼 |
| Legal & General Group Plc | 33,581 | $76.7 萬 | 0.00% | 00.0% | 不變 |
| Barclays PLC | 34,820 | $79.5 萬 | 0.00% | −22,119−38.8% | 減碼 |
| Compass Ion Advisors, LLC | 38,374 | $79.9 萬 | 0.11% | 00.0% | 不變 |
| Keybank National Association | 35,489 | $81.0 萬 | 0.00% | −70.0% | 減碼 |
| Franklin Resources Inc | 35,541 | $81.1 萬 | 0.00% | +14,652+70.1% | 加碼 |
| Los Angeles Capital Management LLC | 35,945 | $82.1 萬 | 0.00% | −4,500−11.1% | 減碼 |
| Pacific Ridge Capital Partners, LLC | 37,412 | $85.4 萬 | 0.21% | +49+0.1% | 加碼 |
| Raymond James & Associates | 39,273 | $89.7 萬 | 0.00% | +2,411+6.5% | 加碼 |
| IVC Wealth Advisors LLC | 40,107 | $91.6 萬 | 0.51% | −236−0.6% | 減碼 |
| Creative Planning | 40,220 | $91.8 萬 | 0.00% | +7,232+21.9% | 加碼 |
| UBS Asset Management Americas Inc | 41,033 | $93.7 萬 | 0.00% | +11,885+40.8% | 加碼 |
| Price T Rowe Associates Inc | 41,219 | $94.2 萬 | 0.00% | +641+1.6% | 加碼 |
| Martingale Asset Management L P | 45,057 | $102.9 萬 | 0.02% | +45,057 | 新進 |
| Rhumbline Advisers | 47,766 | $109.0 萬 | 0.00% | +503+1.1% | 加碼 |
| Two Sigma Investments, LP | 48,931 | $111.7 萬 | 0.00% | +6,071+14.2% | 加碼 |