Ficha del valor · trimestre archivado
UVSP
Univest Financial Corporation · Financial Services · Banks - Regional
82Tenedores rastreados
+2Δ titulares
18.34MAcciones mantenidas
$600.54MValor declarado
+2Nuevas posiciones
−0Cierres
Señales de momentum (gestores comparables):
amplitud de titulares +2.5% ·
flujo de acciones -0.6% ·
nuevas posiciones netas +2.4%
· fórmula
Fragmentación de la titularidad: más titulares, participación agregada más pequeña
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2025
Participación a lo largo del tiempo
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | -1 | 19.88K | $820,311 | n/a | −1 |
| Q2 2026 | 87 | +4 | 18.65M | $815.65M | +7 | −5 |
| Q1 2026 | 88 | +6 | 18.26M | $625.58M | +7 | −1 |
| Q4 2025 | 82 | +2 | 18.34M | $600.54M | +2 | n/a |
| Q3 2025 | 14 | 0 | 11.51M | $345.44M | n/a | n/a |
| Q2 2025 | 11 | 0 | 10.77M | $323.57M | +1 | −1 |
| Q1 2025 | 8 | 0 | 2.94M | $83.36M | +1 | −1 |
| Q4 2024 | 8 | 0 | 2.92M | $86.24M | n/a | n/a |
| Q3 2024 | 7 | -1 | 2.02M | $56.95M | n/a | −1 |
| Q2 2024 | 8 | n/a | 1.97M | $45.04M | n/a | n/a |
Quién lo tiene en cartera · Q4 2025
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 3.10M | +0.2% | $101.42M | 0.0% | ▲ Add | 3 | SEC ↗ ×11 |
| 2 | Fidelity (FMR) ✦ | 2.55M | -1.4% | $83.57M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 3 | Dimensional Fund Advisors Lp | 1.88M | n/a | $61.53M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 4 | The Vanguard Group ✦ (pasivo) | 1.66M | -4.5% | $54.45M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 5 | Manufacturers Life Insurance… | 1.20M | n/a | $39.14M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | State Street Global Advisors ✦ (pasivo) | 858.31K | -3.5% | $28.10M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 7 | Geode Capital Management ✦ (pasivo) | 778.84K | -3.0% | $25.50M | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 8 | American Century Companies Inc | 701.36K | n/a | $22.96M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Renaissance Technologies ✦ | 635.23K | -1.2% | $20.80M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 10 | Goldman Sachs Group ✦ | 379.68K | +38.0% | $12.43M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Arrowstreet Capital ✦ | 333.12K | +4.3% | $10.91M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 324.74K | +7.6% | $10.63M | 0.0% | ▲ Add | 7 | SEC ↗ ×6 |
| 13 | Hotchkis & Wiley Capital Management… | 314.16K | n/a | $10.29M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Northern Trust Corp | 290.63K | n/a | $9.52M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 15 | Morgan Stanley ✦ | 274.88K | +18.9% | $9.00M | 0.0% | ▲ Add | 2 | SEC ↗ ×12 |
| 16 | Sei Investments Co | 242.53K | n/a | $7.94M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Charles Schwab Investment… | 234.97K | n/a | $7.69M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Neuberger Berman Group LLC | 205.28K | n/a | $6.72M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Bank Of America Corp /De/ | 191.30K | n/a | $6.26M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 20 | Nuveen, LLC | 156.52K | n/a | $5.12M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 21 | Bank of New York Mellon Corp | 142.17K | n/a | $4.65M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 22 | Two Sigma Investments ✦ | 140.02K | +6.1% | $4.58M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 135.56K | -50.9% | $4.44M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 24 | Raymond James Financial Inc | 94.92K | n/a | $3.11M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 25 | Point72 Asset Management ✦ | 91.44K | Nuevo | $2.99M | 0.0% | New | 1 | SEC ↗ |
| 26 | Prudential Financial Inc | 90.52K | n/a | $2.96M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Millennium Management ✦ | 75.79K | -55.6% | $2.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Creative Planning | 75.51K | n/a | $2.47M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Barclays Plc | 68.64K | n/a | $2.25M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 30 | Ameriprise Financial Inc | 59.38K | n/a | $1.94M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 31 | UBS AM, a distinct business unit of… | 57.54K | n/a | $1.88M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 32 | Swiss National Bank | 56.88K | n/a | $1.86M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Franklin Resources Inc | 52.04K | n/a | $1.70M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 34 | UBS Group AG | 50.38K | n/a | $1.65M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 35 | Qube Research & Technologies Ltd | 48.75K | n/a | $1.60M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Jane Street Group, Llc | 43.31K | n/a | $1.42M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 37 | T. Rowe Price ✦ | 43.22K | +1.9% | $1.42M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 38 | Invesco Ltd. | 38.96K | n/a | $1.28M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 39 | Connor, Clark & Lunn Investment… | 37.72K | n/a | $1.23M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Rhumbline Advisers | 36.73K | n/a | $1.20M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Alliancebernstein L.P. | 35.31K | n/a | $1.16M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Wells Fargo & Company/Mn | 33.58K | n/a | $1.10M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 43 | LPL Financial LLC | 31.02K | n/a | $1.02M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Hsbc Holdings Plc | 29.61K | n/a | $968,674 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 45 | California State Teachers… | 26.84K | n/a | $878,807 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Bnp Paribas Financial Markets | 25.58K | n/a | $837,555 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Russell Investments Group, Ltd. | 24.93K | n/a | $816,238 | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 48 | Legal & General Group Plc | 22.45K | n/a | $735,045 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 49 | Universal- Beteiligungs- und… | 22.33K | n/a | $731,183 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Man Group plc | 21.71K | n/a | $710,818 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Allianz Asset Management GmbH | 21.21K | n/a | $694,514 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Victory Capital Management Inc | 20.60K | n/a | $674,444 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Quantinno Capital Management LP | 19.41K | n/a | $635,372 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Canada Pension Plan Investment Board | 18.40K | n/a | $602,416 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Citigroup Inc | 18.16K | n/a | $594,591 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 56 | Deutsche Bank Ag\ | 17.73K | n/a | $580,513 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Squarepoint Ops LLC | 17.11K | n/a | $560,050 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Wealth Enhancement Advisory… | 16.90K | n/a | $555,108 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Zurcher Kantonalbank (Zurich… | 14.47K | n/a | $473,781 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Cwm, Llc | 14.27K | n/a | $467,000 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 13.23K | n/a | $433,150 | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Citadel Advisors ✦ | 13.19K | Nuevo | $431,709 | 0.0% | New | 1 | SEC ↗ ×2 |
| 63 | Janus Henderson Group Plc | 13.18K | n/a | $431,283 | 0.0% | n/c | 1 | SEC ↗ |
| 64 | First Manhattan Co. Llc. | 12.43K | n/a | $407,089 | 0.0% | n/c | 1 | SEC ↗ |
| 65 | First Trust Advisors Lp | 11.58K | n/a | $379,194 | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Commonwealth Equity Services, Llc | 10.64K | n/a | $348,350 | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Cerity Partners LLC | 10.45K | n/a | $342,068 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 68 | New York State Common Retirement… | 9.31K | n/a | $304,940 | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Mercer Global Advisors Inc /Adv | 8.54K | n/a | $279,469 | 0.0% | n/c | 1 | SEC ↗ |
| 70 | State Board Of Administration Of… | 8.28K | n/a | $271,022 | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Empower Advisory Group, LLC | 8.22K | n/a | $269,025 | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Pnc Financial Services Group, Inc. | 7.01K | n/a | $229,443 | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 73 | HighTower Advisors, LLC | 6.62K | n/a | $216,595 | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Mariner, LLC | 6.43K | n/a | $210,591 | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Royal Bank Of Canada | 1.76K | n/a | $57,000 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 76 | Us Bancorp \De\ | 616 | n/a | $20,168 | 0.0% | n/c | 1 | SEC ↗ |
| 77 | BNP Paribas Asset Management… | 334 | n/a | $11,000 | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Federated Hermes, Inc. | 124 | n/a | $4,060 | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Rockefeller Capital Management L.P. | 69 | n/a | $2,259 | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Osaic Holdings, Inc. | 33 | n/a | $1,080 | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Optiver Holding B.V. | 14 | n/a | $458 | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Jones Financial Companies Lllp | 3 | n/a | $98 | 0.0% | n/c | 1 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Point72 Asset Management | $2.99M | 0.0% |
| Citadel Advisors | $431,709 | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 206 tenedores, 22.27M acciones, $754.15M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Frecuentemente cotituladas
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Aug 24
PETRO THOMAS M
Director · 5.00K acc. · $208,450
Aug 13
Turner Michael L.
Director · 8.00K acc. · $344,280
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología
Aug 06
SC 13G/A: FMR LLC
Procedencia: Participación a partir de posiciones en acciones ordinarias de 13F procesadas (universo rastreado, conjuntos comparables para cambios); filas de iniciados de los Formularios 3/4/5; participaciones de los Schedules 13D/13G; cada filing enlaza con su original en SEC EDGAR.
Período de reporte: Q4 2025 ·
Metodología ·
Obtener esto a través de la API