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。
2025 年第 1 季 13F 持有人
Univest Financial Corp 在 2025/3/31 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
- 179
- 較 2024 年第 4 季 +8 家
- 持有股數
- 2,276 萬
- 較 2024 年第 4 季 +28.3 萬 (+1.3%)
- 總市值
- $6.45 億
- 較 2024 年第 4 季 −$1,776 萬 (−2.7%)
- 新進機構
- 19
- 另有 57 家加碼
- 清倉機構
- 11
- 另有 60 家減碼
另有 3 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 |
2025 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 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,417,968 | $9,693 萬 | 0.00% | −40,585−1.2% | 減碼 |
| FMR LLC | 2,607,250 | $7,394 萬 | 0.00% | −3,698−0.1% | 減碼 |
| Dimensional Fund Advisors LP | 1,951,007 | $5,533 萬 | 0.01% | −22,461−1.1% | 減碼 |
| Vanguard Group Inc | 1,695,235 | $4,808 萬 | 0.00% | +69,462+4.3% | 加碼 |
| Manufacturers Life Insurance Company, The | 1,282,311 | $3,637 萬 | 0.03% | +77,781+6.5% | 加碼 |
| Pzena Investment Management LLC | 1,143,141 | $3,242 萬 | 0.11% | −5,976−0.5% | 減碼 |
| State Street Corp | 850,899 | $2,413 萬 | 0.00% | −108,361−11.3% | 減碼 |
| Geode Capital Management, LLC | 737,069 | $2,091 萬 | 0.00% | +34,497+4.9% | 加碼 |
| American Century Companies Inc | 682,823 | $1,936 萬 | 0.01% | +50,469+8.0% | 加碼 |
| Renaissance Technologies LLC | 644,269 | $1,827 萬 | 0.03% | +15,580+2.5% | 加碼 |
| Univest Financial Corp | 520,580 | $1,476 萬 | 0.96% | −11,248−2.1% | 減碼 |
| Ameriprise Financial Inc | 385,155 | $1,092 萬 | 0.00% | −13,320−3.3% | 減碼 |
| Leeward Investments, LLC - MA | 360,025 | $1,021 萬 | 0.54% | −15,638−4.2% | 減碼 |
| Northern Trust Corp | 329,991 | $935.9 萬 | 0.00% | −9,299−2.7% | 減碼 |
| Hotchkis & Wiley Capital Management LLC | 308,430 | $874.7 萬 | 0.03% | −82,340−21.1% | 減碼 |
| AQR Capital Management LLC | 307,447 | $871.9 萬 | 0.01% | −1,801−0.6% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 283,495 | $804.0 萬 | 0.01% | +44,436+18.6% | 加碼 |
| Endeavour Capital Advisors Inc | 256,631 | $727.8 萬 | 2.70% | +14,547+6.0% | 加碼 |
| Charles Schwab Investment Management Inc | 235,701 | $668.4 萬 | 0.00% | −9,686−3.9% | 減碼 |
| Morgan Stanley | 225,676 | $640.0 萬 | 0.00% | −90,223−28.6% | 減碼 |
| Goldman Sachs Group Inc | 224,241 | $635.9 萬 | 0.00% | −44,091−16.4% | 減碼 |
| Neuberger Berman Group LLC | 211,330 | $599.3 萬 | 0.01% | −441−0.2% | 減碼 |
| Bridgeway Capital Management, LLC | 202,654 | $574.7 萬 | 0.14% | +4,087+2.1% | 加碼 |
| UBS Group AG | 200,699 | $569.2 萬 | 0.00% | +113,839+131.1% | 加碼 |
| SEI Investments Co | 179,685 | $509.6 萬 | 0.01% | +9,296+5.5% | 加碼 |
| Allianz Asset Management GmbH | 174,631 | $495.3 萬 | 0.01% | +174,631 | 新進 |
| Bank of New York Mellon Corp | 150,845 | $427.8 萬 | 0.00% | −1,183−0.8% | 減碼 |
| JPMorgan Chase & Co | 150,501 | $426.8 萬 | 0.00% | +11,399+8.2% | 加碼 |
| Bank of America Corp | 131,902 | $374.1 萬 | 0.00% | −431−0.3% | 減碼 |
| Royce & Associates LP | 131,336 | $372.5 萬 | 0.04% | −51,115−28.0% | 減碼 |
| Nuveen, LLC | 119,324 | $338.4 萬 | 0.00% | +119,324 | 新進 |
| Empowered Funds, LLC | 102,517 | $290.7 萬 | 0.04% | +4,087+4.2% | 加碼 |
| Assenagon Asset Management S.A. | 100,197 | $284.2 萬 | 0.01% | −15,332−13.3% | 減碼 |
| State of New Jersey Common Pension Fund D | 89,764 | $254.6 萬 | 0.01% | +2,692+3.1% | 加碼 |
| Prudential Financial Inc | 86,634 | $245.7 萬 | 0.00% | −86,390−49.9% | 減碼 |
| Raymond James Financial Inc | 79,896 | $226.6 萬 | 0.00% | +2,005+2.6% | 加碼 |
| Invesco Ltd. | 79,265 | $224.8 萬 | 0.00% | −6,636−7.7% | 減碼 |
| Martingale Asset Management L P | 78,087 | $221.5 萬 | 0.06% | +210+0.3% | 加碼 |
| Two Sigma Investments, LP | 68,112 | $193.2 萬 | 0.00% | +37,040+119.2% | 加碼 |
| Creative Planning | 57,166 | $162.1 萬 | 0.00% | −3,727−6.1% | 減碼 |
| Barclays PLC | 56,509 | $160.3 萬 | 0.00% | −16,676−22.8% | 減碼 |
| Swiss National Bank | 56,278 | $159.6 萬 | 0.00% | −800−1.4% | 減碼 |
| Jane Street Group, LLC | 51,728 | $146.7 萬 | 0.00% | +51,728 | 新進 |
| Logan Capital Management Inc | 50,427 | $143.0 萬 | 0.07% | 00.0% | 不變 |
| Franklin Resources Inc | 47,861 | $135.7 萬 | 0.00% | −219−0.5% | 減碼 |
| Two Sigma Advisers, LP | 46,980 | $133.2 萬 | 0.00% | +6,100+14.9% | 加碼 |
| UBS Asset Management Americas Inc | 46,848 | $132.9 萬 | 0.00% | +2,902+6.6% | 加碼 |
| Rhumbline Advisers | 44,953 | $127.5 萬 | 0.00% | −1,815−3.9% | 減碼 |
| Susquehanna International Group, LLP | 43,760 | $124.1 萬 | 0.00% | +28,516+187.1% | 加碼 |
| Panagora Asset Management Inc | 42,782 | $121.3 萬 | 0.01% | +19,352+82.6% | 加碼 |
| Hussman Strategic Advisors, Inc. | 42,000 | $119.1 萬 | 0.29% | +42,000 | 新進 |
| IVC Wealth Advisors LLC | 40,107 | $113.7 萬 | 0.61% | 00.0% | 不變 |
| Price T Rowe Associates Inc | 39,733 | $112.7 萬 | 0.00% | +6,823+20.7% | 加碼 |
| Smartleaf Asset Management LLC | 39,166 | $112.2 萬 | 0.11% | +9,811+33.4% | 加碼 |
| Compass Ion Advisors, LLC | 37,047 | $105.1 萬 | 0.12% | +91+0.2% | 加碼 |
| ExodusPoint Capital Management, LP | 35,089 | $99.5 萬 | 0.01% | +15,456+78.7% | 加碼 |
| Teacher Retirement System of Texas | 34,887 | $98.9 萬 | 0.00% | −21,261−37.9% | 減碼 |
| Citigroup Inc | 34,858 | $98.9 萬 | 0.00% | −5,243−13.1% | 減碼 |
| Tudor Investment Corp Et Al | 34,038 | $96.5 萬 | 0.01% | −5,555−14.0% | 減碼 |
| Thrivent Financial for Lutherans | 31,132 | $88.2 萬 | 0.00% | −1,330−4.1% | 減碼 |
| Victory Capital Management Inc | 29,350 | $83.2 萬 | 0.00% | +1,150+4.1% | 加碼 |
| Everhart Financial Group, Inc. | 28,449 | $80.7 萬 | 0.11% | +810+2.9% | 加碼 |
| Legal & General Group Plc | 28,321 | $80.3 萬 | 0.00% | −209−0.7% | 減碼 |
| California State Teachers Retirement System | 27,224 | $77.2 萬 | 0.00% | 00.0% | 不變 |
| Wedge Capital Management L L P | 26,797 | $76.0 萬 | 0.01% | +3,558+15.3% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 26,792 | $76.0 萬 | 0.00% | +2,070+8.4% | 加碼 |
| Alliancebernstein L.P. | 26,056 | $73.9 萬 | 0.00% | 00.0% | 不變 |
| Deutsche Bank AG | 25,932 | $73.5 萬 | 0.00% | −2,573−9.0% | 減碼 |
| Intech Investment Management LLC | 25,509 | $72.3 萬 | 0.01% | +9,834+62.7% | 加碼 |
| BLB&B Advisors, LLC | 25,417 | $72.1 萬 | 0.04% | +1,500+6.3% | 加碼 |
| Campbell & CO Investment Adviser LLC | 24,557 | $69.6 萬 | 0.05% | +6,310+34.6% | 加碼 |
| Insight Advisors, LLC | 23,500 | $66.6 萬 | 0.12% | +11,750+100.0% | 加碼 |
| Los Angeles Capital Management LLC | 23,345 | $66.2 萬 | 0.00% | −3,300−12.4% | 減碼 |
| BNP Paribas Arbitrage, SA | 21,985 | $62.3 萬 | 0.00% | −1,855−7.8% | 減碼 |
| Pacific Ridge Capital Partners, LLC | 21,904 | $62.1 萬 | 0.16% | −192−0.9% | 減碼 |
| STRS Ohio | 21,000 | $59.6 萬 | 0.00% | −1,000−4.5% | 減碼 |
| Keeley-Teton Advisors, LLC | 20,719 | $58.8 萬 | 0.07% | +5,527+36.4% | 加碼 |
| SG Americas Securities, LLC | 20,108 | $57.0 萬 | 0.00% | +10,426+107.7% | 加碼 |
| Armis Advisers, LLC | 18,630 | $55.0 萬 | 0.05% | +18,630 | 新進 |
| Wells Fargo & Company | 19,304 | $54.7 萬 | 0.00% | +606+3.2% | 加碼 |
| Trexquant Investment LP | 17,796 | $50.5 萬 | 0.01% | +7,980+81.3% | 加碼 |
| First Trust Advisors LP | 17,715 | $50.2 萬 | 0.00% | +34+0.2% | 加碼 |
| LPL Financial LLC | 17,663 | $50.1 萬 | 0.00% | −10,360−37.0% | 減碼 |
| Keybank National Association | 17,500 | $49.6 萬 | 0.00% | 00.0% | 不變 |
| KLP Kapitalforvaltning AS | 17,300 | $49.1 萬 | 0.00% | 00.0% | 不變 |
| MetLife Investment Management | 17,246 | $48.9 萬 | 0.00% | −313−1.8% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 17,171 | $48.7 萬 | 0.00% | +703+4.3% | 加碼 |
| Sterling Capital Management LLC | 16,279 | $46.2 萬 | 0.01% | −1,937−10.6% | 減碼 |
| Rafferty Asset Management, LLC | 16,184 | $45.9 萬 | 0.00% | −4,717−22.6% | 減碼 |
| Apexium Financial, LP | 15,352 | $43.5 萬 | 0.03% | +500+3.4% | 加碼 |
| LSV Asset Management | 14,900 | $42.3 萬 | 0.00% | 00.0% | 不變 |
| Corebridge Financial, Inc. | 14,173 | $40.2 萬 | 0.00% | −211−1.5% | 減碼 |
| Atria Wealth Solutions, Inc. | 13,859 | $39.3 萬 | 0.00% | 00.0% | 不變 |
| Janus Henderson Group PLC | 13,179 | $37.8 萬 | 0.00% | 00.0% | 不變 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 12,745 | $36.1 萬 | 0.00% | +12,745 | 新進 |
| First Manhattan Co | 12,434 | $35.3 萬 | 0.00% | −328−2.6% | 減碼 |
| Cary Street Partners Financial LLC | 11,988 | $34.0 萬 | 0.01% | 00.0% | 不變 |
| Bernardo Wealth Planning LLC | 11,933 | $33.8 萬 | 0.08% | +30.0% | 加碼 |
| Zacks Investment Management | 11,304 | $32.1 萬 | 0.00% | +1,511+15.4% | 加碼 |
| Commonwealth Equity Services, LLC | 10,881 | $30.9 萬 | 0.00% | 00.0% | 不變 |