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。
2026 年第 1 季 13F 持有人
Univest Financial Corp 在 2026/3/31 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
- 209
- 較 2025 年第 4 季 +16 家
- 持有股數
- 2,236 萬
- 較 2025 年第 4 季 +201.8 萬 (+9.9%)
- 總市值
- $7.66 億
- 較 2025 年第 4 季 +$1.00 億 (+15.0%)
- 新進機構
- 32
- 另有 78 家加碼
- 清倉機構
- 16
- 另有 54 家減碼
另有 5 家機構在 2025 年第 4 季持有、還沒有申報 2026 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 |
2026 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 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,111,092 | $1.07 億 | 0.00% | +13,257+0.4% | 加碼 |
| FMR LLC | 1,902,324 | $6,517 萬 | 0.00% | −650,060−25.5% | 減碼 |
| Dimensional Fund Advisors LP | 1,886,235 | $6,462 萬 | 0.01% | +6,965+0.4% | 加碼 |
| Vanguard Capital Management LLC | 1,217,343 | $4,171 萬 | 0.00% | +1,217,343 | 新進 |
| Manufacturers Life Insurance Company, The | 1,095,555 | $3,753 萬 | 0.03% | −99,920−8.4% | 減碼 |
| State Street Corp | 933,686 | $3,199 萬 | 0.00% | +75,378+8.8% | 加碼 |
| Pzena Investment Management LLC | 842,425 | $2,886 萬 | 0.09% | −13,810−1.6% | 減碼 |
| Geode Capital Management, LLC | 790,944 | $2,710 萬 | 0.00% | +12,103+1.6% | 加碼 |
| American Century Companies Inc | 758,002 | $2,597 萬 | 0.01% | +56,639+8.1% | 加碼 |
| Renaissance Technologies LLC | 583,734 | $2,000 萬 | 0.03% | −51,496−8.1% | 減碼 |
| Univest Financial Corp | 501,751 | $1,719 萬 | 0.97% | −115,775−18.7% | 減碼 |
| Goldman Sachs Group Inc | 358,710 | $1,229 萬 | 0.00% | −20,969−5.5% | 減碼 |
| AQR Capital Management LLC | 350,938 | $1,202 萬 | 0.01% | +26,202+8.1% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 346,893 | $1,188 萬 | 0.01% | +13,772+4.1% | 加碼 |
| Leeward Investments, LLC - MA | 328,464 | $1,125 萬 | 0.56% | −9,071−2.7% | 減碼 |
| Two Sigma Investments, LP | 319,803 | $1,096 萬 | 0.01% | +179,779+128.4% | 加碼 |
| Hotchkis & Wiley Capital Management LLC | 300,739 | $1,030 萬 | 0.03% | −13,420−4.3% | 減碼 |
| Northern Trust Corp | 296,818 | $1,017 萬 | 0.00% | +6,183+2.1% | 加碼 |
| Vanguard Portfolio Management LLC | 278,491 | $954.1 萬 | 0.00% | +278,491 | 新進 |
| SEI Investments Co | 271,772 | $931.1 萬 | 0.01% | +29,247+12.1% | 加碼 |
| Assenagon Asset Management S.A. | 257,403 | $881.9 萬 | 0.01% | +257,403 | 新進 |
| Morgan Stanley | 252,109 | $863.7 萬 | 0.00% | −22,767−8.3% | 減碼 |
| Charles Schwab Investment Management Inc | 233,694 | $800.6 萬 | 0.00% | −1,279−0.5% | 減碼 |
| Bridgeway Capital Management, LLC | 230,901 | $791.1 萬 | 0.16% | +7,534+3.4% | 加碼 |
| Bank of America Corp | 225,853 | $773.8 萬 | 0.00% | +34,557+18.1% | 加碼 |
| Qube Research & Technologies Ltd | 204,974 | $702.2 萬 | 0.01% | +156,228+320.5% | 加碼 |
| Neuberger Berman Group LLC | 198,597 | $680.4 萬 | 0.01% | −6,679−3.3% | 減碼 |
| Millennium Management LLC | 186,686 | $639.6 萬 | 0.00% | +110,897+146.3% | 加碼 |
| Vanguard Fiduciary Trust Co | 182,515 | $625.3 萬 | 0.00% | +182,515 | 新進 |
| Nuveen, LLC | 151,482 | $519.0 萬 | 0.00% | −5,036−3.2% | 減碼 |
| Endeavour Capital Advisors Inc | 138,587 | $474.8 萬 | 1.08% | −108,116−43.8% | 減碼 |
| Bank of New York Mellon Corp | 135,818 | $465.3 萬 | 0.00% | −6,352−4.5% | 減碼 |
| Empowered Funds, LLC | 130,764 | $448.0 萬 | 0.03% | +130,764 | 新進 |
| Tudor Investment Corp Et Al | 116,920 | $400.6 萬 | 0.02% | +116,920 | 新進 |
| Man Group plc | 108,705 | $372.4 萬 | 0.01% | +86,994+400.7% | 加碼 |
| SG Americas Securities, LLC | 99,155 | $339.7 萬 | 0.00% | +77,594+359.9% | 加碼 |
| Trexquant Investment LP | 95,306 | $326.5 萬 | 0.02% | +39,463+70.7% | 加碼 |
| Raymond James Financial Inc | 93,264 | $319.5 萬 | 0.00% | −1,655−1.7% | 減碼 |
| JPMorgan Chase & Co | 94,350 | $319.1 萬 | 0.00% | −41,213−30.4% | 減碼 |
| Martingale Asset Management L P | 93,000 | $318.6 萬 | 0.08% | +14,677+18.7% | 加碼 |
| State of New Jersey Common Pension Fund D | 88,187 | $302.1 萬 | 0.01% | 00.0% | 不變 |
| Creative Planning | 76,550 | $262.3 萬 | 0.00% | +1,041+1.4% | 加碼 |
| Prudential Financial Inc | 72,971 | $250.0 萬 | 0.00% | −17,550−19.4% | 減碼 |
| UBS Asset Management Americas Inc | 68,511 | $234.7 萬 | 0.00% | +10,972+19.1% | 加碼 |
| Citadel Advisors LLC | 67,925 | $232.7 萬 | 0.00% | +54,739+415.1% | 加碼 |
| Point72 Asset Management, L.P. | 65,793 | $225.4 萬 | 0.00% | −25,647−28.0% | 減碼 |
| Integrated Quantitative Investments LLC | 64,630 | $221.4 萬 | 0.40% | +40,617+169.1% | 加碼 |
| Franklin Resources Inc | 61,046 | $209.1 萬 | 0.00% | +9,008+17.3% | 加碼 |
| Algert Global LLC | 59,014 | $202.2 萬 | 0.03% | +9,440+19.0% | 加碼 |
| UBS Group AG | 57,739 | $197.8 萬 | 0.00% | +7,363+14.6% | 加碼 |
| Swiss National Bank | 56,878 | $194.9 萬 | 0.00% | 00.0% | 不變 |
| BNP Paribas Arbitrage, SA | 56,327 | $193.0 萬 | 0.00% | +30,745+120.2% | 加碼 |
| Royce & Associates LP | 54,039 | $185.1 萬 | 0.02% | −24,517−31.2% | 減碼 |
| Price T Rowe Associates Inc | 49,069 | $168.2 萬 | 0.00% | +5,851+13.5% | 加碼 |
| Campbell & CO Investment Adviser LLC | 48,083 | $164.7 萬 | 0.09% | +9,811+25.6% | 加碼 |
| Everhart Financial Group, Inc. | 47,652 | $163.3 萬 | 0.14% | +7,444+18.5% | 加碼 |
| Barclays PLC | 47,285 | $162.0 萬 | 0.00% | −21,353−31.1% | 減碼 |
| Ameriprise Financial Inc | 46,183 | $158.2 萬 | 0.00% | −13,202−22.2% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 43,642 | $149.5 萬 | 0.00% | +5,921+15.7% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 42,099 | $144.2 萬 | 0.03% | −3,912−8.5% | 減碼 |
| Smartleaf Asset Management LLC | 38,000 | $128.5 萬 | 0.05% | −49−0.1% | 減碼 |
| Compass Ion Advisors, LLC | 37,252 | $127.6 萬 | 0.12% | +40.0% | 加碼 |
| Invesco Ltd. | 36,915 | $126.5 萬 | 0.00% | −2,049−5.3% | 減碼 |
| Principal Financial Group Inc | 36,361 | $124.6 萬 | 0.00% | +36,361 | 新進 |
| Rhumbline Advisers | 35,745 | $122.5 萬 | 0.00% | −989−2.7% | 減碼 |
| Alliancebernstein L.P. | 35,306 | $115.6 萬 | 0.00% | 00.0% | 不變 |
| Quantinno Capital Management LP | 31,070 | $106.4 萬 | 0.00% | +11,664+60.1% | 加碼 |
| Jane Street Group, LLC | 28,098 | $96.3 萬 | 0.00% | −15,213−35.1% | 減碼 |
| Teacher Retirement System of Texas | 26,959 | $92.4 萬 | 0.00% | +3,219+13.6% | 加碼 |
| LPL Financial LLC | 26,906 | $92.2 萬 | 0.00% | −4,117−13.3% | 減碼 |
| Wedge Capital Management L L P | 26,672 | $91.4 萬 | 0.02% | −172−0.6% | 減碼 |
| California State Teachers Retirement System | 26,630 | $91.2 萬 | 0.00% | −212−0.8% | 減碼 |
| Ieq Capital, LLC | 25,136 | $86.1 萬 | 0.00% | +5,510+28.1% | 加碼 |
| Russell Investments Group, Ltd. | 25,072 | $85.9 萬 | 0.00% | +141+0.6% | 加碼 |
| Graves-Light Private Wealth Management, Inc. | 24,450 | $83.8 萬 | 0.09% | +24,450 | 新進 |
| ExodusPoint Capital Management, LP | 24,362 | $83.5 萬 | 0.01% | +24,362 | 新進 |
| BLB&B Advisors, LLC | 23,917 | $81.9 萬 | 0.03% | 00.0% | 不變 |
| Deutsche Bank AG | 23,585 | $80.8 萬 | 0.00% | +5,854+33.0% | 加碼 |
| Bernardo Wealth Planning LLC | 23,561 | $80.7 萬 | 0.16% | +49+0.2% | 加碼 |
| HSBC Holdings PLC | 23,334 | $79.9 萬 | 0.00% | +8,527+57.6% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 22,333 | $76.5 萬 | 0.00% | 00.0% | 不變 |
| IVC Wealth Advisors LLC | 21,937 | $75.2 萬 | 0.33% | −490−2.2% | 減碼 |
| Legato Capital Management LLC | 21,389 | $73.3 萬 | 0.07% | +6,669+45.3% | 加碼 |
| Allianz Asset Management GmbH | 21,213 | $72.7 萬 | 0.00% | 00.0% | 不變 |
| STRS Ohio | 20,600 | $70.6 萬 | 0.00% | +600+3.0% | 加碼 |
| Armis Advisers, LLC | 18,665 | $70.5 萬 | 0.07% | +35+0.2% | 加碼 |
| Citigroup Inc | 20,076 | $68.8 萬 | 0.00% | +1,915+10.5% | 加碼 |
| Victory Capital Management Inc | 19,600 | $67.1 萬 | 0.00% | −1,000−4.9% | 減碼 |
| Gabelli Funds LLC | 19,597 | $67.1 萬 | 0.00% | 00.0% | 不變 |
| Savant Capital, LLC | 18,991 | $65.1 萬 | 0.00% | +102+0.5% | 加碼 |
| D. E. Shaw & Co., Inc. | 18,753 | $64.2 萬 | 0.00% | +18,753 | 新進 |
| Vanguard Asset Management, Ltd | 18,491 | $63.4 萬 | 0.00% | +18,491 | 新進 |
| Legal & General Group Plc | 18,464 | $63.3 萬 | 0.00% | −3,987−17.8% | 減碼 |
| Canada Pension Plan Investment Board | 18,400 | $63.0 萬 | 0.00% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 17,319 | $59.3 萬 | 0.00% | +17,319 | 新進 |
| KLP Kapitalforvaltning AS | 17,300 | $59.3 萬 | 0.00% | 00.0% | 不變 |
| Rafferty Asset Management, LLC | 17,171 | $58.8 萬 | 0.00% | +3,688+27.4% | 加碼 |
| Los Angeles Capital Management LLC | 16,573 | $56.8 萬 | 0.00% | −439−2.6% | 減碼 |
| Vanguard Global Advisers, LLC | 15,947 | $54.6 萬 | 0.00% | +15,947 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 15,450 | $54.1 萬 | 0.00% | −1,453−8.6% | 減碼 |