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 2 季 13F 持有人
Univest Financial Corp 在 2025/6/30 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
- 183
- 較 2025 年第 1 季 +6 家
- 持有股數
- 2,257 萬
- 較 2025 年第 1 季 −17.2 萬 (−0.8%)
- 總市值
- $6.78 億
- 較 2025 年第 1 季 +$3,310 萬 (+5.1%)
- 新進機構
- 21
- 另有 66 家加碼
- 清倉機構
- 15
- 另有 52 家減碼
另有 2 家機構在 2025 年第 1 季持有、還沒有申報 2025 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 |
2025 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,232,855 | $9,711 萬 | 0.00% | −185,113−5.4% | 減碼 |
| FMR LLC | 2,596,325 | $7,799 萬 | 0.00% | −10,925−0.4% | 減碼 |
| Dimensional Fund Advisors LP | 1,910,039 | $5,738 萬 | 0.01% | −40,968−2.1% | 減碼 |
| Vanguard Group Inc | 1,725,256 | $5,183 萬 | 0.00% | +30,021+1.8% | 加碼 |
| Manufacturers Life Insurance Company, The | 1,475,872 | $4,434 萬 | 0.04% | +193,561+15.1% | 加碼 |
| Pzena Investment Management LLC | 888,209 | $2,668 萬 | 0.09% | −254,932−22.3% | 減碼 |
| State Street Corp | 872,632 | $2,621 萬 | 0.00% | +21,733+2.6% | 加碼 |
| Geode Capital Management, LLC | 773,731 | $2,324 萬 | 0.00% | +36,662+5.0% | 加碼 |
| American Century Companies Inc | 688,723 | $2,069 萬 | 0.01% | +5,900+0.9% | 加碼 |
| Renaissance Technologies LLC | 625,489 | $1,879 萬 | 0.02% | −18,780−2.9% | 減碼 |
| Univest Financial Corp | 503,000 | $1,511 萬 | 0.91% | −17,580−3.4% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 359,737 | $1,081 萬 | 0.01% | +76,242+26.9% | 加碼 |
| Leeward Investments, LLC - MA | 346,897 | $1,042 萬 | 0.55% | −13,128−3.6% | 減碼 |
| Hotchkis & Wiley Capital Management LLC | 338,330 | $1,016 萬 | 0.03% | +29,900+9.7% | 加碼 |
| Northern Trust Corp | 310,206 | $931.9 萬 | 0.00% | −19,785−6.0% | 減碼 |
| AQR Capital Management LLC | 299,403 | $899.4 萬 | 0.01% | −8,044−2.6% | 減碼 |
| Morgan Stanley | 270,950 | $813.9 萬 | 0.00% | +45,274+20.1% | 加碼 |
| Endeavour Capital Advisors Inc | 256,631 | $770.9 萬 | 2.65% | 00.0% | 不變 |
| Charles Schwab Investment Management Inc | 238,262 | $715.7 萬 | 0.00% | +2,561+1.1% | 加碼 |
| Ameriprise Financial Inc | 207,875 | $624.5 萬 | 0.00% | −177,280−46.0% | 減碼 |
| Neuberger Berman Group LLC | 207,439 | $623.1 萬 | 0.00% | −3,891−1.8% | 減碼 |
| Bridgeway Capital Management, LLC | 205,811 | $618.3 萬 | 0.15% | +3,157+1.6% | 加碼 |
| Goldman Sachs Group Inc | 197,948 | $594.6 萬 | 0.00% | −26,293−11.7% | 減碼 |
| SEI Investments Co | 195,411 | $586.7 萬 | 0.01% | +15,726+8.8% | 加碼 |
| Allianz Asset Management GmbH | 183,652 | $551.7 萬 | 0.01% | +9,021+5.2% | 加碼 |
| Bank of America Corp | 166,122 | $499.0 萬 | 0.00% | +34,220+25.9% | 加碼 |
| Nuveen, LLC | 159,928 | $480.4 萬 | 0.00% | +40,604+34.0% | 加碼 |
| Bank of New York Mellon Corp | 149,015 | $447.6 萬 | 0.00% | −1,830−1.2% | 減碼 |
| UBS Group AG | 139,020 | $417.6 萬 | 0.00% | −61,679−30.7% | 減碼 |
| Millennium Management LLC | 133,663 | $401.5 萬 | 0.00% | +133,663 | 新進 |
| Royce & Associates LP | 131,336 | $394.5 萬 | 0.04% | 00.0% | 不變 |
| JPMorgan Chase & Co | 127,189 | $382.1 萬 | 0.00% | −23,312−15.5% | 減碼 |
| Two Sigma Investments, LP | 111,681 | $335.5 萬 | 0.01% | +43,569+64.0% | 加碼 |
| Empowered Funds, LLC | 105,674 | $317.4 萬 | 0.04% | +3,157+3.1% | 加碼 |
| Raymond James Financial Inc | 99,670 | $299.4 萬 | 0.00% | +19,774+24.7% | 加碼 |
| Prudential Financial Inc | 92,405 | $277.6 萬 | 0.00% | +5,771+6.7% | 加碼 |
| State of New Jersey Common Pension Fund D | 89,764 | $269.7 萬 | 0.01% | 00.0% | 不變 |
| UBS Asset Management Americas Inc | 86,137 | $258.8 萬 | 0.00% | +39,289+83.9% | 加碼 |
| Martingale Asset Management L P | 78,360 | $235.4 萬 | 0.06% | +273+0.3% | 加碼 |
| Barclays PLC | 76,989 | $231.3 萬 | 0.00% | +20,480+36.2% | 加碼 |
| Two Sigma Advisers, LP | 75,680 | $227.3 萬 | 0.00% | +28,700+61.1% | 加碼 |
| Creative Planning | 71,105 | $213.6 萬 | 0.00% | +13,939+24.4% | 加碼 |
| Invesco Ltd. | 63,913 | $192.0 萬 | 0.00% | −15,352−19.4% | 減碼 |
| Swiss National Bank | 55,378 | $166.4 萬 | 0.00% | −900−1.6% | 減碼 |
| Franklin Resources Inc | 49,982 | $150.1 萬 | 0.00% | +2,121+4.4% | 加碼 |
| Logan Capital Management Inc | 48,600 | $146.0 萬 | 0.07% | −1,827−3.6% | 減碼 |
| Jane Street Group, LLC | 48,031 | $144.3 萬 | 0.00% | −3,697−7.1% | 減碼 |
| Rhumbline Advisers | 44,708 | $134.3 萬 | 0.00% | −245−0.5% | 減碼 |
| Panagora Asset Management Inc | 42,763 | $128.5 萬 | 0.01% | −190.0% | 減碼 |
| Susquehanna International Group, LLP | 42,720 | $128.3 萬 | 0.00% | −1,040−2.4% | 減碼 |
| Hussman Strategic Advisors, Inc. | 42,000 | $126.2 萬 | 0.29% | 00.0% | 不變 |
| Price T Rowe Associates Inc | 40,632 | $122.1 萬 | 0.00% | +899+2.3% | 加碼 |
| IVC Wealth Advisors LLC | 40,107 | $120.5 萬 | 0.59% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 37,049 | $113.4 萬 | 0.10% | −2,117−5.4% | 減碼 |
| Compass Ion Advisors, LLC | 37,144 | $111.6 萬 | 0.12% | +97+0.3% | 加碼 |
| Alliancebernstein L.P. | 35,306 | $106.1 萬 | 0.00% | +9,250+35.5% | 加碼 |
| Campbell & CO Investment Adviser LLC | 31,900 | $95.8 萬 | 0.06% | +7,343+29.9% | 加碼 |
| Everhart Financial Group, Inc. | 31,677 | $95.2 萬 | 0.11% | +3,228+11.3% | 加碼 |
| Thrivent Financial for Lutherans | 31,132 | $93.5 萬 | 0.00% | 00.0% | 不變 |
| Legal & General Group Plc | 30,612 | $92.0 萬 | 0.00% | +2,291+8.1% | 加碼 |
| Citigroup Inc | 27,721 | $83.3 萬 | 0.00% | −7,137−20.5% | 減碼 |
| California State Teachers Retirement System | 26,891 | $80.8 萬 | 0.00% | −333−1.2% | 減碼 |
| Wedge Capital Management L L P | 26,837 | $80.6 萬 | 0.01% | +40+0.1% | 加碼 |
| Teacher Retirement System of Texas | 26,205 | $78.7 萬 | 0.00% | −8,682−24.9% | 減碼 |
| BLB&B Advisors, LLC | 25,418 | $76.4 萬 | 0.04% | +10.0% | 加碼 |
| BNP Paribas Arbitrage, SA | 22,354 | $67.2 萬 | 0.00% | +369+1.7% | 加碼 |
| Cubist Systematic Strategies, LLC | 22,343 | $67.1 萬 | 0.01% | +22,343 | 新進 |
| Deutsche Bank AG | 21,684 | $65.1 萬 | 0.00% | −4,248−16.4% | 減碼 |
| Victory Capital Management Inc | 21,000 | $63.1 萬 | 0.00% | −8,350−28.4% | 減碼 |
| STRS Ohio | 21,000 | $63.1 萬 | 0.00% | 00.0% | 不變 |
| Connor, Clark & Lunn Investment Management Ltd. | 20,927 | $62.9 萬 | 0.00% | −5,865−21.9% | 減碼 |
| Bernardo Wealth Planning LLC | 20,688 | $62.1 萬 | 0.13% | +8,755+73.4% | 加碼 |
| XTX Topco Ltd | 20,653 | $62.0 萬 | 0.03% | +12,857+164.9% | 加碼 |
| Wells Fargo & Company | 20,214 | $60.7 萬 | 0.00% | +910+4.7% | 加碼 |
| Principal Financial Group Inc | 20,176 | $60.6 萬 | 0.00% | +20,176 | 新進 |
| Armis Advisers, LLC | 18,630 | $59.0 萬 | 0.05% | 00.0% | 不變 |
| Gabelli Funds LLC | 19,597 | $58.9 萬 | 0.00% | +19,597 | 新進 |
| Intech Investment Management LLC | 19,464 | $58.5 萬 | 0.01% | −6,045−23.7% | 減碼 |
| Los Angeles Capital Management LLC | 19,315 | $58.0 萬 | 0.00% | −4,030−17.3% | 減碼 |
| Rafferty Asset Management, LLC | 18,792 | $56.5 萬 | 0.00% | +2,608+16.1% | 加碼 |
| First Trust Advisors LP | 18,703 | $56.2 萬 | 0.00% | +988+5.6% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 17,565 | $52.8 萬 | 0.00% | +4,820+37.8% | 加碼 |
| Quest Partners LLC | 17,342 | $52.1 萬 | 0.05% | +10,135+140.6% | 加碼 |
| KLP Kapitalforvaltning AS | 17,300 | $52.0 萬 | 0.00% | 00.0% | 不變 |
| MetLife Investment Management | 17,246 | $51.8 萬 | 0.00% | 00.0% | 不變 |
| Sterling Capital Management LLC | 16,555 | $49.7 萬 | 0.01% | +276+1.7% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 15,794 | $47.4 萬 | 0.00% | −1,377−8.0% | 減碼 |
| LPL Financial LLC | 15,582 | $46.8 萬 | 0.00% | −2,081−11.8% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 14,037 | $45.9 萬 | 0.00% | +4,286+44.0% | 加碼 |
| Apexium Financial, LP | 14,973 | $45.0 萬 | 0.02% | −379−2.5% | 減碼 |
| LSV Asset Management | 14,900 | $44.8 萬 | 0.00% | 00.0% | 不變 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,471 | $43.5 萬 | 0.00% | +7,012+94.0% | 加碼 |
| Janney Montgomery Scott LLC | 14,383 | $43.2 萬 | 0.00% | +7,000+94.8% | 加碼 |
| Atria Wealth Solutions, Inc. | 13,859 | $41.6 萬 | 0.01% | 00.0% | 不變 |
| Janus Henderson Group PLC | 13,179 | $39.6 萬 | 0.00% | 00.0% | 不變 |
| Ieq Capital, LLC | 12,541 | $37.7 萬 | 0.00% | +4,467+55.3% | 加碼 |
| First Manhattan Co | 12,434 | $37.4 萬 | 0.00% | 00.0% | 不變 |
| Man Group plc | 12,292 | $36.9 萬 | 0.00% | +12,292 | 新進 |
| Cary Street Partners Financial LLC | 11,988 | $36.0 萬 | 0.01% | 00.0% | 不變 |
| Insight Advisors, LLC | 11,750 | $35.3 萬 | 0.06% | −11,750−50.0% | 減碼 |