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 3 季 13F 持有人
Univest Financial Corp 在 2024/9/30 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
- 157
- 較 2024 年第 2 季 +19 家
- 持有股數
- 2,227 萬
- 較 2024 年第 2 季 +395.2 萬 (+21.6%)
- 總市值
- $6.27 億
- 較 2024 年第 2 季 +$2.09 億 (+49.9%)
- 新進機構
- 30
- 另有 44 家加碼
- 清倉機構
- 11
- 另有 50 家減碼
另有 2 家機構在 2024 年第 2 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,471,927 | $9,770 萬 | 0.00% | +3,471,927 | 新進 |
| FMR LLC | 2,622,475 | $7,380 萬 | 0.00% | −9,050−0.3% | 減碼 |
| Dimensional Fund Advisors LP | 1,972,731 | $5,551 萬 | 0.01% | +14,182+0.7% | 加碼 |
| Vanguard Group Inc | 1,656,102 | $4,660 萬 | 0.00% | +84,299+5.4% | 加碼 |
| Pzena Investment Management LLC | 1,189,748 | $3,348 萬 | 0.11% | −78,502−6.2% | 減碼 |
| Manufacturers Life Insurance Company, The | 1,128,566 | $3,176 萬 | 0.03% | −81,785−6.8% | 減碼 |
| State Street Corp | 873,371 | $2,458 萬 | 0.00% | −18,070−2.0% | 減碼 |
| Geode Capital Management, LLC | 704,445 | $1,983 萬 | 0.00% | +23,770+3.5% | 加碼 |
| Renaissance Technologies LLC | 650,889 | $1,832 萬 | 0.03% | −8,400−1.3% | 減碼 |
| American Century Companies Inc | 561,089 | $1,579 萬 | 0.01% | +79,000+16.4% | 加碼 |
| Univest Financial Corp | 531,448 | $1,495 萬 | 0.99% | +127,239+31.5% | 加碼 |
| Leeward Investments, LLC - MA | 403,576 | $1,136 萬 | 0.53% | −1,366−0.3% | 減碼 |
| Hotchkis & Wiley Capital Management LLC | 394,900 | $1,111 萬 | 0.04% | −58,140−12.8% | 減碼 |
| Northern Trust Corp | 330,106 | $928.9 萬 | 0.00% | −5,328−1.6% | 減碼 |
| AQR Capital Management LLC | 323,832 | $911.3 萬 | 0.01% | −64,248−16.6% | 減碼 |
| Morgan Stanley | 313,371 | $881.8 萬 | 0.00% | +83,634+36.4% | 加碼 |
| Goldman Sachs Group Inc | 276,465 | $778.0 萬 | 0.00% | +52,524+23.5% | 加碼 |
| Endeavour Capital Advisors Inc | 273,189 | $768.8 萬 | 2.41% | −11,750−4.1% | 減碼 |
| Charles Schwab Investment Management Inc | 245,883 | $691.9 萬 | 0.00% | −10,892−4.2% | 減碼 |
| Royce & Associates LP | 243,466 | $685.1 萬 | 0.06% | −27,258−10.1% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 235,290 | $662.1 萬 | 0.01% | +157,872+203.9% | 加碼 |
| Assenagon Asset Management S.A. | 228,321 | $642.5 萬 | 0.01% | +83,312+57.5% | 加碼 |
| Bridgeway Capital Management, LLC | 216,870 | $610.3 萬 | 0.13% | +4,690+2.2% | 加碼 |
| Neuberger Berman Group LLC | 212,513 | $598.0 萬 | 0.00% | −25,631−10.8% | 減碼 |
| Nuveen Asset Management, LLC | 171,622 | $482.9 萬 | 0.00% | 00.0% | 不變 |
| SEI Investments Co | 170,122 | $478.7 萬 | 0.01% | +28,484+20.1% | 加碼 |
| Bank of New York Mellon Corp | 151,221 | $425.5 萬 | 0.00% | −22,894−13.1% | 減碼 |
| Prudential Financial Inc | 140,624 | $395.7 萬 | 0.01% | +15,400+12.3% | 加碼 |
| Ameriprise Financial Inc | 137,485 | $386.8 萬 | 0.00% | +6,137+4.7% | 加碼 |
| Bank of America Corp | 107,541 | $302.6 萬 | 0.00% | −4,894−4.4% | 減碼 |
| JPMorgan Chase & Co | 103,531 | $291.3 萬 | 0.00% | +40,545+64.4% | 加碼 |
| Empowered Funds, LLC | 93,691 | $263.6 萬 | 0.04% | +4,690+5.3% | 加碼 |
| State of New Jersey Common Pension Fund D | 87,072 | $245.0 萬 | 0.01% | 00.0% | 不變 |
| Invesco Ltd. | 82,629 | $232.5 萬 | 0.00% | −19,386−19.0% | 減碼 |
| Martingale Asset Management L P | 71,530 | $201.3 萬 | 0.05% | +26,473+58.8% | 加碼 |
| Barclays PLC | 66,603 | $187.4 萬 | 0.00% | +31,783+91.3% | 加碼 |
| Two Sigma Advisers, LP | 59,280 | $166.8 萬 | 0.00% | −16,500−21.8% | 減碼 |
| Swiss National Bank | 57,078 | $160.6 萬 | 0.00% | −1,000−1.7% | 減碼 |
| Creative Planning | 54,132 | $152.3 萬 | 0.00% | +13,912+34.6% | 加碼 |
| Logan Capital Management Inc | 50,427 | $141.9 萬 | 0.06% | 00.0% | 不變 |
| Two Sigma Investments, LP | 49,120 | $138.2 萬 | 0.00% | +189+0.4% | 加碼 |
| Jane Street Group, LLC | 48,782 | $137.3 萬 | 0.00% | +21,030+75.8% | 加碼 |
| Franklin Resources Inc | 48,312 | $134.8 萬 | 0.00% | +12,771+35.9% | 加碼 |
| UBS Asset Management Americas Inc | 47,700 | $134.2 萬 | 0.00% | +6,667+16.2% | 加碼 |
| Teacher Retirement System of Texas | 46,017 | $129.5 萬 | 0.01% | +21,295+86.1% | 加碼 |
| Thrivent Financial for Lutherans | 45,786 | $128.9 萬 | 0.00% | −7,235−13.6% | 減碼 |
| Rhumbline Advisers | 45,453 | $127.9 萬 | 0.00% | −2,313−4.8% | 減碼 |
| Raymond James & Associates | 40,303 | $113.4 萬 | 0.00% | +1,030+2.6% | 加碼 |
| IVC Wealth Advisors LLC | 40,107 | $112.9 萬 | 0.62% | 00.0% | 不變 |
| Citigroup Inc | 37,867 | $106.6 萬 | 0.00% | +14,736+63.7% | 加碼 |
| Compass Ion Advisors, LLC | 36,864 | $103.7 萬 | 0.13% | −1,510−3.9% | 減碼 |
| Los Angeles Capital Management LLC | 32,145 | $90.5 萬 | 0.00% | −3,800−10.6% | 減碼 |
| Price T Rowe Associates Inc | 31,164 | $87.7 萬 | 0.00% | −10,055−24.4% | 減碼 |
| LPL Financial LLC | 30,089 | $84.7 萬 | 0.00% | −311−1.0% | 減碼 |
| Millennium Management LLC | 29,091 | $81.9 萬 | 0.00% | −25,616−46.8% | 減碼 |
| Smartleaf Asset Management LLC | 29,636 | $80.7 萬 | 0.10% | −615−2.0% | 減碼 |
| UBS Group AG | 28,177 | $79.3 萬 | 0.00% | +6,696+31.2% | 加碼 |
| Pacific Ridge Capital Partners, LLC | 27,902 | $78.5 萬 | 0.19% | −9,510−25.4% | 減碼 |
| California State Teachers Retirement System | 27,649 | $77.8 萬 | 0.00% | −1,115−3.9% | 減碼 |
| Victory Capital Management Inc | 27,500 | $77.4 萬 | 0.00% | −2,500−8.3% | 減碼 |
| BLB&B Advisors, LLC | 26,916 | $75.7 萬 | 0.04% | −6,249−18.8% | 減碼 |
| Legal & General Group Plc | 26,509 | $74.6 萬 | 0.00% | −7,072−21.1% | 減碼 |
| Everhart Financial Group, Inc. | 26,320 | $74.1 萬 | 0.16% | +4,147+18.7% | 加碼 |
| Alliancebernstein L.P. | 26,056 | $73.3 萬 | 0.00% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 24,236 | $68.2 萬 | 0.00% | +24,236 | 新進 |
| Wedge Capital Management L L P | 23,963 | $67.4 萬 | 0.01% | −4,129−14.7% | 減碼 |
| Tudor Investment Corp Et Al | 23,455 | $66.0 萬 | 0.01% | +23,455 | 新進 |
| STRS Ohio | 23,100 | $65.0 萬 | 0.00% | −3,000−11.5% | 減碼 |
| LSV Asset Management | 21,000 | $59.1 萬 | 0.00% | 00.0% | 不變 |
| Bailard, Inc. | 20,800 | $58.5 萬 | 0.02% | +20,800 | 新進 |
| Campbell & CO Investment Adviser LLC | 20,713 | $58.3 萬 | 0.04% | +10,000+93.3% | 加碼 |
| Rafferty Asset Management, LLC | 19,221 | $54.1 萬 | 0.00% | −7,438−27.9% | 減碼 |
| Lakeview Capital Partners, LLC | 18,630 | $52.4 萬 | 0.08% | +18,630 | 新進 |
| Deutsche Bank AG | 18,151 | $51.1 萬 | 0.00% | +5,271+40.9% | 加碼 |
| First Trust Advisors LP | 17,648 | $49.7 萬 | 0.00% | −74,853−80.9% | 減碼 |
| Keeley-Teton Advisors, LLC | 17,600 | $49.5 萬 | 0.05% | 00.0% | 不變 |
| Keybank National Association | 17,500 | $49.2 萬 | 0.00% | −17,989−50.7% | 減碼 |
| Sterling Capital Management LLC | 17,390 | $48.9 萬 | 0.01% | +17,390 | 新進 |
| MetLife Investment Management | 16,590 | $46.7 萬 | 0.00% | 00.0% | 不變 |
| Mirae Asset Global ETFs Holdings Ltd. | 15,854 | $44.6 萬 | 0.00% | +1,211+8.3% | 加碼 |
| Corebridge Financial, Inc. | 15,469 | $43.5 萬 | 0.00% | −95−0.6% | 減碼 |
| Insight Advisors, LLC | 15,250 | $42.9 萬 | 0.07% | −1,000−6.2% | 減碼 |
| Acadian Asset Management LLC | 15,244 | $42.8 萬 | 0.00% | +15,244 | 新進 |
| Wells Fargo & Company | 14,997 | $42.2 萬 | 0.00% | +568+3.9% | 加碼 |
| Apexium Financial, LP | 14,852 | $41.8 萬 | 0.03% | 00.0% | 不變 |
| Connor, Clark & Lunn Investment Management Ltd. | 14,832 | $41.7 萬 | 0.00% | +14,832 | 新進 |
| First Hawaiian Bank | 14,644 | $41.2 萬 | 0.01% | 00.0% | 不變 |
| Atria Wealth Solutions, Inc. | 13,859 | $39.0 萬 | 0.00% | +13,859 | 新進 |
| Janus Henderson Group PLC | 13,179 | $37.1 萬 | 0.00% | 00.0% | 不變 |
| Bernardo Wealth Planning LLC | 12,927 | $37.0 萬 | 0.09% | +30.0% | 加碼 |
| First Manhattan Co | 12,762 | $35.9 萬 | 0.00% | 00.0% | 不變 |
| BNP Paribas Arbitrage, SA | 12,285 | $34.6 萬 | 0.00% | −8,124−39.8% | 減碼 |
| Occudo Quantitative Strategies LP | 12,252 | $34.5 萬 | 0.06% | +3,046+33.1% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 12,042 | $33.9 萬 | 0.01% | 00.0% | 不變 |
| Voya Investment Management LLC | 10,921 | $30.7 萬 | 0.00% | −277−2.5% | 減碼 |
| Commonwealth Equity Services, LLC | 10,881 | $30.6 萬 | 0.00% | −1,086−9.1% | 減碼 |
| Susquehanna International Group, LLP | 10,782 | $30.3 萬 | 0.00% | +10,782 | 新進 |
| Cambria Investment Management, L.P. | 10,375 | $29.2 萬 | 0.02% | +10,375 | 新進 |
| SG Americas Securities, LLC | 10,262 | $28.9 萬 | 0.00% | +10,262 | 新進 |
| WealthTrust Axiom LLC | 10,227 | $28.8 萬 | 0.09% | 00.0% | 不變 |