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 3 季 13F 持有人
Univest Financial Corp 在 2025/9/30 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
- 186
- 較 2025 年第 2 季 +5 家
- 持有股數
- 2,224 萬
- 較 2025 年第 2 季 −31.1 萬 (−1.4%)
- 總市值
- $6.68 億
- 較 2025 年第 2 季 −$988.7 萬 (−1.5%)
- 新進機構
- 26
- 另有 66 家加碼
- 清倉機構
- 21
- 另有 49 家減碼
另有 2 家機構在 2025 年第 2 季持有、還沒有申報 2025 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 |
2025 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 2025 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,091,192 | $9,280 萬 | 0.00% | −141,663−4.4% | 減碼 |
| FMR LLC | 2,589,587 | $7,774 萬 | 0.00% | −6,738−0.3% | 減碼 |
| Dimensional Fund Advisors LP | 1,897,470 | $5,696 萬 | 0.01% | −12,569−0.7% | 減碼 |
| Vanguard Group Inc | 1,741,938 | $5,229 萬 | 0.00% | +16,682+1.0% | 加碼 |
| Manufacturers Life Insurance Company, The | 1,327,838 | $3,986 萬 | 0.03% | −148,034−10.0% | 減碼 |
| Pzena Investment Management LLC | 890,902 | $2,674 萬 | 0.09% | +2,693+0.3% | 加碼 |
| State Street Corp | 889,231 | $2,669 萬 | 0.00% | +16,599+1.9% | 加碼 |
| Geode Capital Management, LLC | 802,805 | $2,410 萬 | 0.00% | +29,074+3.8% | 加碼 |
| American Century Companies Inc | 677,845 | $2,035 萬 | 0.01% | −10,878−1.6% | 減碼 |
| Renaissance Technologies LLC | 643,289 | $1,931 萬 | 0.03% | +17,800+2.8% | 加碼 |
| Univest Financial Corp | 505,323 | $1,517 萬 | 0.85% | +2,323+0.5% | 加碼 |
| Leeward Investments, LLC - MA | 339,250 | $1,018 萬 | 0.52% | −7,647−2.2% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 319,313 | $958.6 萬 | 0.01% | −40,424−11.2% | 減碼 |
| Hotchkis & Wiley Capital Management LLC | 314,959 | $945.5 萬 | 0.03% | −23,371−6.9% | 減碼 |
| Northern Trust Corp | 309,765 | $929.9 萬 | 0.00% | −441−0.1% | 減碼 |
| AQR Capital Management LLC | 301,745 | $905.8 萬 | 0.01% | +2,342+0.8% | 加碼 |
| Goldman Sachs Group Inc | 275,163 | $826.0 萬 | 0.00% | +77,215+39.0% | 加碼 |
| Endeavour Capital Advisors Inc | 257,112 | $771.9 萬 | 2.33% | +481+0.2% | 加碼 |
| Charles Schwab Investment Management Inc | 239,322 | $718.4 萬 | 0.00% | +1,060+0.4% | 加碼 |
| Morgan Stanley | 231,153 | $693.9 萬 | 0.00% | −39,797−14.7% | 減碼 |
| SEI Investments Co | 229,183 | $687.8 萬 | 0.01% | +33,772+17.3% | 加碼 |
| Bridgeway Capital Management, LLC | 214,185 | $643.0 萬 | 0.14% | +8,374+4.1% | 加碼 |
| Neuberger Berman Group LLC | 199,468 | $598.8 萬 | 0.00% | −7,971−3.8% | 減碼 |
| Bank of America Corp | 195,944 | $588.2 萬 | 0.00% | +29,822+18.0% | 加碼 |
| Allianz Asset Management GmbH | 189,045 | $567.5 萬 | 0.01% | +5,393+2.9% | 加碼 |
| Millennium Management LLC | 170,857 | $512.9 萬 | 0.00% | +37,194+27.8% | 加碼 |
| Nuveen, LLC | 159,928 | $480.1 萬 | 0.00% | 00.0% | 不變 |
| Bank of New York Mellon Corp | 148,863 | $446.9 萬 | 0.00% | −152−0.1% | 減碼 |
| JPMorgan Chase & Co | 138,124 | $414.6 萬 | 0.00% | +10,935+8.6% | 加碼 |
| Two Sigma Investments, LP | 131,946 | $396.1 萬 | 0.01% | +20,265+18.1% | 加碼 |
| Royce & Associates LP | 120,358 | $361.3 萬 | 0.04% | −10,978−8.4% | 減碼 |
| Empowered Funds, LLC | 114,048 | $342.4 萬 | 0.03% | +8,374+7.9% | 加碼 |
| Raymond James Financial Inc | 101,491 | $304.7 萬 | 0.00% | +1,821+1.8% | 加碼 |
| Prudential Financial Inc | 92,425 | $277.5 萬 | 0.00% | +200.0% | 加碼 |
| Two Sigma Advisers, LP | 79,980 | $240.1 萬 | 0.00% | +4,300+5.7% | 加碼 |
| Martingale Asset Management L P | 79,091 | $237.4 萬 | 0.06% | +731+0.9% | 加碼 |
| UBS Group AG | 78,565 | $235.9 萬 | 0.00% | −60,455−43.5% | 減碼 |
| State of New Jersey Common Pension Fund D | 78,236 | $234.9 萬 | 0.01% | −11,528−12.8% | 減碼 |
| Creative Planning | 71,037 | $213.3 萬 | 0.00% | −68−0.1% | 減碼 |
| Barclays PLC | 56,188 | $168.7 萬 | 0.00% | −20,801−27.0% | 減碼 |
| Swiss National Bank | 55,378 | $166.2 萬 | 0.00% | 00.0% | 不變 |
| Ameriprise Financial Inc | 54,852 | $164.7 萬 | 0.00% | −153,023−73.6% | 減碼 |
| Jane Street Group, LLC | 53,505 | $160.6 萬 | 0.00% | +5,474+11.4% | 加碼 |
| Trexquant Investment LP | 53,005 | $159.1 萬 | 0.02% | +53,005 | 新進 |
| Invesco Ltd. | 51,614 | $154.9 萬 | 0.00% | −12,299−19.2% | 減碼 |
| Franklin Resources Inc | 50,956 | $153.0 萬 | 0.00% | +974+1.9% | 加碼 |
| UBS Asset Management Americas Inc | 49,968 | $150.0 萬 | 0.00% | −36,169−42.0% | 減碼 |
| Logan Capital Management Inc | 48,600 | $145.9 萬 | 0.06% | 00.0% | 不變 |
| Rhumbline Advisers | 44,009 | $132.1 萬 | 0.00% | −699−1.6% | 減碼 |
| Cubist Systematic Strategies, LLC | 43,368 | $130.2 萬 | 0.02% | +21,025+94.1% | 加碼 |
| Price T Rowe Associates Inc | 42,403 | $127.3 萬 | 0.00% | +1,771+4.4% | 加碼 |
| IVC Wealth Advisors LLC | 40,107 | $120.4 萬 | 0.54% | 00.0% | 不變 |
| Everhart Financial Group, Inc. | 39,041 | $117.2 萬 | 0.12% | +7,364+23.2% | 加碼 |
| Smartleaf Asset Management LLC | 37,281 | $112.4 萬 | 0.07% | +232+0.6% | 加碼 |
| Compass Ion Advisors, LLC | 37,243 | $111.8 萬 | 0.11% | +99+0.3% | 加碼 |
| Alliancebernstein L.P. | 35,306 | $106.0 萬 | 0.00% | 00.0% | 不變 |
| Y-Intercept (Hong Kong) Ltd | 33,439 | $100.4 萬 | 0.02% | +33,439 | 新進 |
| Qube Research & Technologies Ltd | 30,887 | $92.7 萬 | 0.00% | +30,887 | 新進 |
| Assenagon Asset Management S.A. | 30,251 | $90.8 萬 | 0.00% | +30,251 | 新進 |
| Connor, Clark & Lunn Investment Management Ltd. | 29,982 | $90.0 萬 | 0.00% | +9,055+43.3% | 加碼 |
| Legal & General Group Plc | 29,704 | $89.2 萬 | 0.00% | −908−3.0% | 減碼 |
| LPL Financial LLC | 27,476 | $82.5 萬 | 0.00% | +11,894+76.3% | 加碼 |
| Wedge Capital Management L L P | 27,096 | $81.3 萬 | 0.01% | +259+1.0% | 加碼 |
| California State Teachers Retirement System | 26,892 | $80.7 萬 | 0.00% | +10.0% | 加碼 |
| Teacher Retirement System of Texas | 26,058 | $78.2 萬 | 0.00% | −147−0.6% | 減碼 |
| Deutsche Bank AG | 25,980 | $78.0 萬 | 0.00% | +4,296+19.8% | 加碼 |
| BNP Paribas Arbitrage, SA | 25,106 | $75.4 萬 | 0.00% | +2,752+12.3% | 加碼 |
| Bernardo Wealth Planning LLC | 24,172 | $72.6 萬 | 0.14% | +3,484+16.8% | 加碼 |
| Campbell & CO Investment Adviser LLC | 23,957 | $71.9 萬 | 0.05% | −7,943−24.9% | 減碼 |
| BLB&B Advisors, LLC | 23,917 | $71.8 萬 | 0.03% | −1,501−5.9% | 減碼 |
| Wells Fargo & Company | 23,815 | $71.5 萬 | 0.00% | +3,601+17.8% | 加碼 |
| SG Americas Securities, LLC | 22,475 | $67.5 萬 | 0.00% | +22,475 | 新進 |
| Russell Investments Group, Ltd. | 22,157 | $66.5 萬 | 0.00% | +20,750+1,474.8% | 加碼 |
| STRS Ohio | 21,800 | $65.4 萬 | 0.00% | +800+3.8% | 加碼 |
| Citigroup Inc | 21,184 | $63.6 萬 | 0.00% | −6,537−23.6% | 減碼 |
| Victory Capital Management Inc | 20,600 | $61.8 萬 | 0.00% | −400−1.9% | 減碼 |
| Rafferty Asset Management, LLC | 19,999 | $60.0 萬 | 0.00% | +1,207+6.4% | 加碼 |
| Gabelli Funds LLC | 19,597 | $58.8 萬 | 0.00% | 00.0% | 不變 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 18,646 | $56.0 萬 | 0.00% | +1,081+6.2% | 加碼 |
| Armis Advisers, LLC | 18,630 | $54.9 萬 | 0.05% | 00.0% | 不變 |
| Thrivent Financial for Lutherans | 18,169 | $54.6 萬 | 0.00% | −12,963−41.6% | 減碼 |
| Intech Investment Management LLC | 17,884 | $53.7 萬 | 0.00% | −1,580−8.1% | 減碼 |
| Savant Capital, LLC | 17,784 | $53.4 萬 | 0.00% | +17,784 | 新進 |
| Sterling Capital Management LLC | 17,769 | $53.3 萬 | 0.01% | +1,214+7.3% | 加碼 |
| KLP Kapitalforvaltning AS | 17,300 | $51.9 萬 | 0.00% | 00.0% | 不變 |
| MetLife Investment Management | 17,246 | $51.8 萬 | 0.00% | 00.0% | 不變 |
| Los Angeles Capital Management LLC | 16,717 | $50.2 萬 | 0.00% | −2,598−13.5% | 減碼 |
| Ieq Capital, LLC | 16,607 | $49.9 萬 | 0.00% | +4,066+32.4% | 加碼 |
| First Trust Advisors LP | 16,107 | $48.4 萬 | 0.00% | −2,596−13.9% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 15,937 | $47.8 萬 | 0.00% | +1,900+13.5% | 加碼 |
| Engineers Gate Manager LP | 15,133 | $45.4 萬 | 0.01% | +15,133 | 新進 |
| Apexium Financial, LP | 14,973 | $44.9 萬 | 0.02% | 00.0% | 不變 |
| LSV Asset Management | 14,900 | $44.7 萬 | 0.00% | 00.0% | 不變 |
| Brandywine Global Investment Management, LLC | 14,766 | $44.3 萬 | 0.00% | +14,766 | 新進 |
| Quantinno Capital Management LP | 14,508 | $43.6 萬 | 0.00% | +14,508 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,471 | $43.4 萬 | 0.00% | 00.0% | 不變 |
| Summit Financial, LLC | 14,191 | $42.6 萬 | 0.01% | +14,191 | 新進 |
| Brevan Howard Capital Management LP | 13,974 | $41.9 萬 | 0.01% | +5,584+66.6% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 13,267 | $39.8 萬 | 0.00% | −2,527−16.0% | 減碼 |
| Janus Henderson Group PLC | 13,179 | $39.6 萬 | 0.00% | 00.0% | 不變 |