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 4 季 13F 持有人
Univest Financial Corp 在 2024/12/31 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
- 174
- 較 2024 年第 3 季 +18 家
- 持有股數
- 2,263 萬
- 較 2024 年第 3 季 +40.1 萬 (+1.8%)
- 總市值
- $6.68 億
- 較 2024 年第 3 季 +$4,230 萬 (+6.8%)
- 新進機構
- 27
- 另有 60 家加碼
- 清倉機構
- 9
- 另有 47 家減碼
另有 1 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 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 2024 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,458,553 | $1.02 億 | 0.00% | −13,374−0.4% | 減碼 |
| FMR LLC | 2,610,948 | $7,705 萬 | 0.00% | −11,527−0.4% | 減碼 |
| Dimensional Fund Advisors LP | 1,973,468 | $5,824 萬 | 0.01% | +7370.0% | 加碼 |
| Vanguard Group Inc | 1,625,773 | $4,798 萬 | 0.00% | −30,329−1.8% | 減碼 |
| Manufacturers Life Insurance Company, The | 1,204,530 | $3,555 萬 | 0.03% | +75,964+6.7% | 加碼 |
| Pzena Investment Management LLC | 1,149,117 | $3,391 萬 | 0.12% | −40,631−3.4% | 減碼 |
| State Street Corp | 959,260 | $2,831 萬 | 0.00% | +85,889+9.8% | 加碼 |
| Geode Capital Management, LLC | 702,572 | $2,074 萬 | 0.00% | −1,873−0.3% | 減碼 |
| American Century Companies Inc | 632,354 | $1,866 萬 | 0.01% | +71,265+12.7% | 加碼 |
| Renaissance Technologies LLC | 628,689 | $1,855 萬 | 0.03% | −22,200−3.4% | 減碼 |
| Univest Financial Corp | 531,828 | $1,569 萬 | 0.99% | +380+0.1% | 加碼 |
| Ameriprise Financial Inc | 398,475 | $1,176 萬 | 0.00% | +260,990+189.8% | 加碼 |
| Hotchkis & Wiley Capital Management LLC | 390,770 | $1,153 萬 | 0.04% | −4,130−1.0% | 減碼 |
| Leeward Investments, LLC - MA | 375,663 | $1,109 萬 | 0.55% | −27,913−6.9% | 減碼 |
| Northern Trust Corp | 339,290 | $1,001 萬 | 0.00% | +9,184+2.8% | 加碼 |
| Morgan Stanley | 315,899 | $932.2 萬 | 0.00% | +2,528+0.8% | 加碼 |
| AQR Capital Management LLC | 309,248 | $912.6 萬 | 0.01% | −14,584−4.5% | 減碼 |
| Goldman Sachs Group Inc | 268,332 | $791.8 萬 | 0.00% | −8,133−2.9% | 減碼 |
| Charles Schwab Investment Management Inc | 245,387 | $724.1 萬 | 0.00% | −496−0.2% | 減碼 |
| Endeavour Capital Advisors Inc | 242,084 | $714.4 萬 | 2.27% | −31,105−11.4% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 239,059 | $705.5 萬 | 0.01% | +3,769+1.6% | 加碼 |
| Neuberger Berman Group LLC | 211,771 | $624.9 萬 | 0.00% | −742−0.3% | 減碼 |
| Bridgeway Capital Management, LLC | 198,567 | $586.0 萬 | 0.13% | −18,303−8.4% | 減碼 |
| Royce & Associates LP | 182,451 | $538.4 萬 | 0.05% | −61,015−25.1% | 減碼 |
| Prudential Financial Inc | 173,024 | $510.6 萬 | 0.01% | +32,400+23.0% | 加碼 |
| SEI Investments Co | 170,389 | $502.9 萬 | 0.01% | +267+0.2% | 加碼 |
| Bank of New York Mellon Corp | 152,028 | $448.6 萬 | 0.00% | +807+0.5% | 加碼 |
| JPMorgan Chase & Co | 139,102 | $410.5 萬 | 0.00% | +35,571+34.4% | 加碼 |
| Nuveen Asset Management, LLC | 136,397 | $402.5 萬 | 0.00% | −35,225−20.5% | 減碼 |
| Bank of America Corp | 132,333 | $390.5 萬 | 0.00% | +24,792+23.1% | 加碼 |
| Assenagon Asset Management S.A. | 115,529 | $340.9 萬 | 0.01% | −112,792−49.4% | 減碼 |
| Empowered Funds, LLC | 98,430 | $290.5 萬 | 0.04% | +4,739+5.1% | 加碼 |
| State of New Jersey Common Pension Fund D | 87,072 | $256.9 萬 | 0.01% | 00.0% | 不變 |
| UBS Group AG | 86,860 | $256.3 萬 | 0.00% | +58,683+208.3% | 加碼 |
| Invesco Ltd. | 85,901 | $253.5 萬 | 0.00% | +3,272+4.0% | 加碼 |
| Raymond James Financial Inc | 77,891 | $229.9 萬 | 0.00% | +77,891 | 新進 |
| Martingale Asset Management L P | 77,877 | $229.8 萬 | 0.06% | +6,347+8.9% | 加碼 |
| Barclays PLC | 73,185 | $216.0 萬 | 0.00% | +6,582+9.9% | 加碼 |
| Creative Planning | 60,893 | $179.7 萬 | 0.00% | +6,761+12.5% | 加碼 |
| Swiss National Bank | 57,078 | $168.4 萬 | 0.00% | 00.0% | 不變 |
| Teacher Retirement System of Texas | 56,148 | $165.7 萬 | 0.01% | +10,131+22.0% | 加碼 |
| Logan Capital Management Inc | 50,427 | $148.8 萬 | 0.06% | 00.0% | 不變 |
| Franklin Resources Inc | 48,080 | $141.9 萬 | 0.00% | −232−0.5% | 減碼 |
| Rhumbline Advisers | 46,768 | $138.0 萬 | 0.00% | +1,315+2.9% | 加碼 |
| UBS Asset Management Americas Inc | 43,946 | $129.7 萬 | 0.00% | −3,754−7.9% | 減碼 |
| Two Sigma Advisers, LP | 40,880 | $120.6 萬 | 0.00% | −18,400−31.0% | 減碼 |
| IVC Wealth Advisors LLC | 40,107 | $118.4 萬 | 0.66% | 00.0% | 不變 |
| Citigroup Inc | 40,101 | $118.3 萬 | 0.00% | +2,234+5.9% | 加碼 |
| Tudor Investment Corp Et Al | 39,593 | $116.8 萬 | 0.01% | +16,138+68.8% | 加碼 |
| Compass Ion Advisors, LLC | 36,956 | $109.1 萬 | 0.13% | +92+0.2% | 加碼 |
| Price T Rowe Associates Inc | 32,910 | $97.2 萬 | 0.00% | +1,746+5.6% | 加碼 |
| Thrivent Financial for Lutherans | 32,462 | $95.8 萬 | 0.00% | −13,324−29.1% | 減碼 |
| Two Sigma Investments, LP | 31,072 | $91.7 萬 | 0.00% | −18,048−36.7% | 減碼 |
| Smartleaf Asset Management LLC | 29,355 | $87.0 萬 | 0.09% | −281−0.9% | 減碼 |
| Legal & General Group Plc | 28,530 | $84.2 萬 | 0.00% | +2,021+7.6% | 加碼 |
| Deutsche Bank AG | 28,505 | $84.1 萬 | 0.00% | +10,354+57.0% | 加碼 |
| Victory Capital Management Inc | 28,200 | $83.2 萬 | 0.00% | +700+2.5% | 加碼 |
| LPL Financial LLC | 28,023 | $82.7 萬 | 0.00% | −2,066−6.9% | 減碼 |
| Everhart Financial Group, Inc. | 27,639 | $81.6 萬 | 0.17% | +1,319+5.0% | 加碼 |
| California State Teachers Retirement System | 27,224 | $80.3 萬 | 0.00% | −425−1.5% | 減碼 |
| Los Angeles Capital Management LLC | 26,645 | $78.6 萬 | 0.00% | −5,500−17.1% | 減碼 |
| Alliancebernstein L.P. | 26,056 | $76.9 萬 | 0.00% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 24,724 | $73.0 萬 | 0.00% | +488+2.0% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 24,722 | $73.0 萬 | 0.00% | +9,890+66.7% | 加碼 |
| BLB&B Advisors, LLC | 23,917 | $70.6 萬 | 0.04% | −2,999−11.1% | 減碼 |
| BNP Paribas Arbitrage, SA | 23,840 | $70.4 萬 | 0.00% | +11,555+94.1% | 加碼 |
| Panagora Asset Management Inc | 23,430 | $69.1 萬 | 0.00% | +23,430 | 新進 |
| Wedge Capital Management L L P | 23,239 | $68.6 萬 | 0.01% | −724−3.0% | 減碼 |
| Pacific Ridge Capital Partners, LLC | 22,096 | $65.2 萬 | 0.15% | −5,806−20.8% | 減碼 |
| STRS Ohio | 22,000 | $64.9 萬 | 0.00% | −1,100−4.8% | 減碼 |
| Bailard, Inc. | 21,132 | $62.4 萬 | 0.02% | +332+1.6% | 加碼 |
| Rafferty Asset Management, LLC | 20,901 | $61.7 萬 | 0.00% | +1,680+8.7% | 加碼 |
| Qube Research & Technologies Ltd | 20,160 | $59.5 萬 | 0.00% | +20,160 | 新進 |
| ExodusPoint Capital Management, LP | 19,633 | $57.9 萬 | 0.01% | +19,633 | 新進 |
| Millennium Management LLC | 19,297 | $56.9 萬 | 0.00% | −9,794−33.7% | 減碼 |
| Wells Fargo & Company | 18,698 | $55.2 萬 | 0.00% | +3,701+24.7% | 加碼 |
| Lakeview Capital Partners, LLC | 18,630 | $55.0 萬 | 0.12% | 00.0% | 不變 |
| Campbell & CO Investment Adviser LLC | 18,247 | $53.8 萬 | 0.04% | −2,466−11.9% | 減碼 |
| Sterling Capital Management LLC | 18,216 | $53.8 萬 | 0.01% | +826+4.7% | 加碼 |
| First Trust Advisors LP | 17,681 | $52.2 萬 | 0.00% | +33+0.2% | 加碼 |
| MetLife Investment Management | 17,559 | $51.8 萬 | 0.00% | +969+5.8% | 加碼 |
| Keybank National Association | 17,500 | $51.6 萬 | 0.00% | 00.0% | 不變 |
| KLP Kapitalforvaltning AS | 17,300 | $51.1 萬 | 0.00% | +17,300 | 新進 |
| Mirae Asset Global ETFs Holdings Ltd. | 16,468 | $48.6 萬 | 0.00% | +614+3.9% | 加碼 |
| Intech Investment Management LLC | 15,675 | $46.3 萬 | 0.00% | +15,675 | 新進 |
| Susquehanna International Group, LLP | 15,244 | $45.0 萬 | 0.00% | +4,462+41.4% | 加碼 |
| Keeley-Teton Advisors, LLC | 15,192 | $44.8 萬 | 0.05% | −2,408−13.7% | 減碼 |
| LSV Asset Management | 14,900 | $44.0 萬 | 0.00% | −6,100−29.0% | 減碼 |
| Apexium Financial, LP | 14,852 | $43.8 萬 | 0.03% | 00.0% | 不變 |
| First Hawaiian Bank | 14,644 | $43.2 萬 | 0.01% | 00.0% | 不變 |
| Quest Partners LLC | 14,571 | $43.0 萬 | 0.06% | +7,024+93.1% | 加碼 |
| Corebridge Financial, Inc. | 14,384 | $42.4 萬 | 0.00% | −1,085−7.0% | 減碼 |
| Atria Wealth Solutions, Inc. | 13,859 | $40.9 萬 | 0.00% | 00.0% | 不變 |
| Janus Henderson Group PLC | 13,179 | $38.9 萬 | 0.00% | 00.0% | 不變 |
| First Manhattan Co | 12,762 | $37.7 萬 | 0.00% | 00.0% | 不變 |
| Cary Street Partners Financial LLC | 11,988 | $35.4 萬 | 0.01% | +11,988 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,835 | $34.9 萬 | 0.00% | +5,644+91.2% | 加碼 |
| Insight Advisors, LLC | 11,750 | $34.8 萬 | 0.06% | −3,500−23.0% | 減碼 |
| Two Sigma Securities, LLC | 11,304 | $33.4 萬 | 0.06% | +11,304 | 新進 |
| Bernardo Wealth Planning LLC | 11,930 | $33.0 萬 | 0.08% | −997−7.7% | 減碼 |