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 4 季 13F 持有人
Univest Financial Corp 在 2025/12/31 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
- 198
- 較 2025 年第 3 季 +18 家
- 持有股數
- 2,206 萬
- 較 2025 年第 3 季 −12.1 萬 (−0.5%)
- 總市值
- $7.22 億
- 較 2025 年第 3 季 +$5,632 萬 (+8.5%)
- 新進機構
- 30
- 另有 64 家加碼
- 清倉機構
- 12
- 另有 61 家減碼
另有 6 家機構在 2025 年第 3 季持有、還沒有申報 2025 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 |
2025 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 2025 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,097,835 | $1.01 億 | 0.00% | +6,643+0.2% | 加碼 |
| FMR LLC | 2,552,384 | $8,357 萬 | 0.00% | −37,203−1.4% | 減碼 |
| Dimensional Fund Advisors LP | 1,879,270 | $6,153 萬 | 0.01% | −18,200−1.0% | 減碼 |
| Vanguard Group Inc | 1,663,013 | $5,445 萬 | 0.00% | −78,925−4.5% | 減碼 |
| Manufacturers Life Insurance Company, The | 1,195,475 | $3,914 萬 | 0.03% | −132,363−10.0% | 減碼 |
| State Street Corp | 858,308 | $2,810 萬 | 0.00% | −30,923−3.5% | 減碼 |
| Pzena Investment Management LLC | 856,235 | $2,803 萬 | 0.08% | −34,667−3.9% | 減碼 |
| Geode Capital Management, LLC | 778,841 | $2,550 萬 | 0.00% | −23,964−3.0% | 減碼 |
| American Century Companies Inc | 701,363 | $2,296 萬 | 0.01% | +23,518+3.5% | 加碼 |
| Renaissance Technologies LLC | 635,230 | $2,080 萬 | 0.03% | −8,059−1.3% | 減碼 |
| Univest Financial Corp | 617,526 | $2,022 萬 | 1.07% | +112,203+22.2% | 加碼 |
| Goldman Sachs Group Inc | 379,679 | $1,243 萬 | 0.00% | +104,516+38.0% | 加碼 |
| Leeward Investments, LLC - MA | 337,535 | $1,105 萬 | 0.56% | −1,715−0.5% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 333,121 | $1,091 萬 | 0.01% | +13,808+4.3% | 加碼 |
| AQR Capital Management LLC | 324,736 | $1,063 萬 | 0.01% | +22,991+7.6% | 加碼 |
| Hotchkis & Wiley Capital Management LLC | 314,159 | $1,029 萬 | 0.03% | −800−0.3% | 減碼 |
| Northern Trust Corp | 290,635 | $951.5 萬 | 0.00% | −19,130−6.2% | 減碼 |
| Morgan Stanley | 274,876 | $899.9 萬 | 0.00% | +43,723+18.9% | 加碼 |
| Endeavour Capital Advisors Inc | 246,703 | $807.7 萬 | 2.25% | −10,409−4.0% | 減碼 |
| SEI Investments Co | 242,525 | $794.0 萬 | 0.01% | +13,342+5.8% | 加碼 |
| Charles Schwab Investment Management Inc | 234,973 | $769.3 萬 | 0.00% | −4,349−1.8% | 減碼 |
| Bridgeway Capital Management, LLC | 223,367 | $731.3 萬 | 0.15% | +9,182+4.3% | 加碼 |
| Neuberger Berman Group LLC | 205,276 | $672.1 萬 | 0.01% | +5,808+2.9% | 加碼 |
| Bank of America Corp | 191,296 | $626.3 萬 | 0.00% | −4,648−2.4% | 減碼 |
| Nuveen, LLC | 156,518 | $512.4 萬 | 0.00% | −3,410−2.1% | 減碼 |
| Bank of New York Mellon Corp | 142,170 | $465.5 萬 | 0.00% | −6,693−4.5% | 減碼 |
| Two Sigma Investments, LP | 140,024 | $458.4 萬 | 0.01% | +8,078+6.1% | 加碼 |
| JPMorgan Chase & Co | 135,563 | $443.8 萬 | 0.00% | −2,561−1.9% | 減碼 |
| Raymond James Financial Inc | 94,919 | $310.8 萬 | 0.00% | −6,572−6.5% | 減碼 |
| Point72 Asset Management, L.P. | 91,440 | $299.4 萬 | 0.00% | +91,440 | 新進 |
| Prudential Financial Inc | 90,521 | $296.4 萬 | 0.00% | −1,904−2.1% | 減碼 |
| State of New Jersey Common Pension Fund D | 88,187 | $288.7 萬 | 0.01% | +9,951+12.7% | 加碼 |
| Two Sigma Advisers, LP | 83,080 | $272.0 萬 | 0.01% | +3,100+3.9% | 加碼 |
| Royce & Associates LP | 78,556 | $257.2 萬 | 0.03% | −41,802−34.7% | 減碼 |
| Martingale Asset Management L P | 78,323 | $256.4 萬 | 0.07% | −768−1.0% | 減碼 |
| Millennium Management LLC | 75,789 | $248.1 萬 | 0.00% | −95,068−55.6% | 減碼 |
| Creative Planning | 75,509 | $247.2 萬 | 0.00% | +4,472+6.3% | 加碼 |
| Barclays PLC | 68,638 | $224.7 萬 | 0.00% | +12,450+22.2% | 加碼 |
| Ameriprise Financial Inc | 59,385 | $194.4 萬 | 0.00% | +4,533+8.3% | 加碼 |
| UBS Asset Management Americas Inc | 57,539 | $188.4 萬 | 0.00% | +7,571+15.2% | 加碼 |
| Swiss National Bank | 56,878 | $186.2 萬 | 0.00% | +1,500+2.7% | 加碼 |
| Trexquant Investment LP | 55,843 | $182.8 萬 | 0.02% | +2,838+5.4% | 加碼 |
| Franklin Resources Inc | 52,038 | $170.4 萬 | 0.00% | +1,082+2.1% | 加碼 |
| UBS Group AG | 50,376 | $164.9 萬 | 0.00% | −28,189−35.9% | 減碼 |
| Algert Global LLC | 49,574 | $162.3 萬 | 0.03% | +49,574 | 新進 |
| Qube Research & Technologies Ltd | 48,746 | $159.6 萬 | 0.00% | +17,859+57.8% | 加碼 |
| Logan Capital Management Inc | 48,600 | $159.1 萬 | 0.07% | 00.0% | 不變 |
| Y-Intercept (Hong Kong) Ltd | 46,011 | $150.6 萬 | 0.03% | +12,572+37.6% | 加碼 |
| Jane Street Group, LLC | 43,311 | $141.8 萬 | 0.00% | −10,194−19.1% | 減碼 |
| Price T Rowe Associates Inc | 43,218 | $141.5 萬 | 0.00% | +815+1.9% | 加碼 |
| Everhart Financial Group, Inc. | 40,208 | $131.6 萬 | 0.12% | +1,167+3.0% | 加碼 |
| Invesco Ltd. | 38,964 | $127.6 萬 | 0.00% | −12,650−24.5% | 減碼 |
| Smartleaf Asset Management LLC | 38,049 | $125.4 萬 | 0.05% | +768+2.1% | 加碼 |
| Campbell & CO Investment Adviser LLC | 38,272 | $125.3 萬 | 0.06% | +14,315+59.8% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 37,721 | $123.5 萬 | 0.00% | +7,739+25.8% | 加碼 |
| Compass Ion Advisors, LLC | 37,248 | $121.9 萬 | 0.12% | +50.0% | 加碼 |
| Rhumbline Advisers | 36,734 | $120.3 萬 | 0.00% | −7,275−16.5% | 減碼 |
| Alliancebernstein L.P. | 35,306 | $115.6 萬 | 0.00% | 00.0% | 不變 |
| Quest Partners LLC | 35,232 | $115.3 萬 | 0.06% | +26,572+306.8% | 加碼 |
| Wells Fargo & Company | 33,581 | $109.9 萬 | 0.00% | +9,766+41.0% | 加碼 |
| LPL Financial LLC | 31,023 | $101.6 萬 | 0.00% | +3,547+12.9% | 加碼 |
| Wedge Capital Management L L P | 26,844 | $87.9 萬 | 0.02% | −252−0.9% | 減碼 |
| California State Teachers Retirement System | 26,842 | $87.9 萬 | 0.00% | −50−0.2% | 減碼 |
| BNP Paribas Arbitrage, SA | 25,582 | $83.8 萬 | 0.00% | +476+1.9% | 加碼 |
| Russell Investments Group, Ltd. | 24,931 | $81.6 萬 | 0.00% | +2,774+12.5% | 加碼 |
| Integrated Quantitative Investments LLC | 24,013 | $78.6 萬 | 0.17% | +24,013 | 新進 |
| BLB&B Advisors, LLC | 23,917 | $78.3 萬 | 0.03% | 00.0% | 不變 |
| Teacher Retirement System of Texas | 23,740 | $77.7 萬 | 0.00% | −2,318−8.9% | 減碼 |
| Bernardo Wealth Planning LLC | 23,512 | $77.0 萬 | 0.15% | −660−2.7% | 減碼 |
| Legal & General Group Plc | 22,451 | $73.5 萬 | 0.00% | −7,253−24.4% | 減碼 |
| IVC Wealth Advisors LLC | 22,427 | $73.4 萬 | 0.32% | −17,680−44.1% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 22,333 | $73.1 萬 | 0.00% | +3,687+19.8% | 加碼 |
| Man Group plc | 21,711 | $71.1 萬 | 0.00% | +21,711 | 新進 |
| SG Americas Securities, LLC | 21,561 | $70.6 萬 | 0.00% | −914−4.1% | 減碼 |
| Allianz Asset Management GmbH | 21,213 | $69.5 萬 | 0.00% | −167,832−88.8% | 減碼 |
| Hussman Strategic Advisors, Inc. | 21,000 | $68.8 萬 | 0.17% | +21,000 | 新進 |
| Victory Capital Management Inc | 20,600 | $67.4 萬 | 0.00% | 00.0% | 不變 |
| STRS Ohio | 20,000 | $65.5 萬 | 0.00% | −1,800−8.3% | 減碼 |
| Ieq Capital, LLC | 19,626 | $64.3 萬 | 0.00% | +3,019+18.2% | 加碼 |
| Gabelli Funds LLC | 19,597 | $64.2 萬 | 0.00% | 00.0% | 不變 |
| Quantinno Capital Management LP | 19,406 | $63.5 萬 | 0.00% | +4,898+33.8% | 加碼 |
| Global Retirement Partners, LLC | 19,262 | $63.1 萬 | 0.01% | +19,262 | 新進 |
| Savant Capital, LLC | 18,889 | $61.8 萬 | 0.00% | +1,105+6.2% | 加碼 |
| Armis Advisers, LLC | 18,630 | $61.4 萬 | 0.07% | 00.0% | 不變 |
| Canada Pension Plan Investment Board | 18,400 | $60.2 萬 | 0.00% | +18,400 | 新進 |
| Thrivent Financial for Lutherans | 18,169 | $59.5 萬 | 0.00% | 00.0% | 不變 |
| Citigroup Inc | 18,161 | $59.5 萬 | 0.00% | −3,023−14.3% | 減碼 |
| Deutsche Bank AG | 17,731 | $58.1 萬 | 0.00% | −8,249−31.8% | 減碼 |
| Verition Fund Management LLC | 17,718 | $58.0 萬 | 0.00% | +17,718 | 新進 |
| Sterling Capital Management LLC | 17,427 | $57.1 萬 | 0.01% | −342−1.9% | 減碼 |
| KLP Kapitalforvaltning AS | 17,300 | $56.6 萬 | 0.00% | 00.0% | 不變 |
| Squarepoint Ops LLC | 17,106 | $56.0 萬 | 0.00% | +17,106 | 新進 |
| Brandywine Global Investment Management, LLC | 16,956 | $55.5 萬 | 0.00% | +2,190+14.8% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 16,903 | $55.5 萬 | 0.00% | +966+6.1% | 加碼 |
| MetLife Investment Management | 15,876 | $52.0 萬 | 0.00% | −1,370−7.9% | 減碼 |
| Intech Investment Management LLC | 15,823 | $51.8 萬 | 0.00% | −2,061−11.5% | 減碼 |
| Los Angeles Capital Management LLC | 17,012 | $50.5 萬 | 0.00% | +295+1.8% | 加碼 |
| LSV Asset Management | 14,900 | $48.8 萬 | 0.00% | 00.0% | 不變 |
| HSBC Holdings PLC | 14,807 | $48.4 萬 | 0.00% | +14,807 | 新進 |
| Legato Capital Management LLC | 14,720 | $48.2 萬 | 0.04% | +14,720 | 新進 |