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 menor
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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 88 | +3 | 18.66M | $815.74M | +7 | −4 |
| Q1 2026 | 88 | +6 | 18.26M | $625.58M | +7 | −1 |
| Q4 2025 | 82 | +2 | 18.34M | $600.54M | +2 | — |
| Q3 2025 | 14 | 0 | 11.51M | $345.44M | — | — |
| 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 | — | — |
| Q3 2024 | 7 | -1 | 2.02M | $56.95M | — | −1 |
| Q2 2024 | 8 | — | 1.97M | $45.04M | — | — |
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 ↗ |
| 2 | BlackRock ✦ (pasivo) | 3.10M | +0.2% | $101.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | BlackRock ✦ (pasivo) | 3.10M | +0.2% | $101.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | BlackRock ✦ (pasivo) | 3.10M | +0.2% | $101.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | BlackRock ✦ (pasivo) | 3.10M | +0.2% | $101.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | BlackRock ✦ (pasivo) | 3.10M | +0.2% | $101.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | BlackRock ✦ (pasivo) | 3.10M | +0.2% | $101.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | BlackRock ✦ (pasivo) | 3.10M | +0.2% | $101.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | BlackRock ✦ (pasivo) | 3.10M | +0.2% | $101.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | BlackRock ✦ (pasivo) | 3.10M | +0.2% | $101.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | BlackRock ✦ (pasivo) | 3.10M | +0.2% | $101.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Fidelity (FMR) ✦ | 2.55M | -1.4% | $83.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Fidelity (FMR) ✦ | 2.55M | -1.4% | $83.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Fidelity (FMR) ✦ | 2.55M | -1.4% | $83.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Dimensional Fund Advisors Lp | 1.88M | — | $61.53M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Dimensional Fund Advisors Lp | 1.88M | — | $61.53M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Dimensional Fund Advisors Lp | 1.88M | — | $61.53M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Dimensional Fund Advisors Lp | 1.88M | — | $61.53M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Dimensional Fund Advisors Lp | 1.88M | — | $61.53M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | The Vanguard Group ✦ (pasivo) | 1.66M | -4.5% | $54.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | The Vanguard Group ✦ (pasivo) | 1.66M | -4.5% | $54.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | The Vanguard Group ✦ (pasivo) | 1.66M | -4.5% | $54.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | The Vanguard Group ✦ (pasivo) | 1.66M | -4.5% | $54.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | The Vanguard Group ✦ (pasivo) | 1.66M | -4.5% | $54.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Manufacturers Life Insurance… | 1.20M | — | $39.14M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | State Street Global Advisors ✦ (pasivo) | 858.31K | -3.5% | $28.10M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 27 | Geode Capital Management ✦ (pasivo) | 778.84K | -3.0% | $25.50M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 28 | Geode Capital Management ✦ (pasivo) | 778.84K | -3.0% | $25.50M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 29 | American Century Companies Inc | 701.36K | — | $22.96M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Renaissance Technologies ✦ | 635.23K | -1.2% | $20.80M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 31 | Goldman Sachs Group ✦ | 379.68K | +38.0% | $12.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Goldman Sachs Group ✦ | 379.68K | +38.0% | $12.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Arrowstreet Capital ✦ | 333.12K | +4.3% | $10.91M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 34 | AQR Capital Management ✦ | 324.74K | +7.6% | $10.63M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 35 | AQR Capital Management ✦ | 324.74K | +7.6% | $10.63M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 36 | AQR Capital Management ✦ | 324.74K | +7.6% | $10.63M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 37 | AQR Capital Management ✦ | 324.74K | +7.6% | $10.63M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 38 | AQR Capital Management ✦ | 324.74K | +7.6% | $10.63M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 39 | AQR Capital Management ✦ | 324.74K | +7.6% | $10.63M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 40 | Hotchkis & Wiley Capital Management… | 314.16K | — | $10.29M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Northern Trust Corp | 290.63K | — | $9.52M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Northern Trust Corp | 290.63K | — | $9.52M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Northern Trust Corp | 290.63K | — | $9.52M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Northern Trust Corp | 290.63K | — | $9.52M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Northern Trust Corp | 290.63K | — | $9.52M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Northern Trust Corp | 290.63K | — | $9.52M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Morgan Stanley ✦ | 274.88K | +18.9% | $9.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Morgan Stanley ✦ | 274.88K | +18.9% | $9.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Morgan Stanley ✦ | 274.88K | +18.9% | $9.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Morgan Stanley ✦ | 274.88K | +18.9% | $9.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Morgan Stanley ✦ | 274.88K | +18.9% | $9.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Morgan Stanley ✦ | 274.88K | +18.9% | $9.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Morgan Stanley ✦ | 274.88K | +18.9% | $9.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Morgan Stanley ✦ | 274.88K | +18.9% | $9.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Morgan Stanley ✦ | 274.88K | +18.9% | $9.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Morgan Stanley ✦ | 274.88K | +18.9% | $9.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Morgan Stanley ✦ | 274.88K | +18.9% | $9.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Morgan Stanley ✦ | 274.88K | +18.9% | $9.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Sei Investments Co | 242.53K | — | $7.94M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Sei Investments Co | 242.53K | — | $7.94M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Charles Schwab Investment… | 234.97K | — | $7.69M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Neuberger Berman Group LLC | 205.28K | — | $6.72M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Neuberger Berman Group LLC | 205.28K | — | $6.72M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Bank Of America Corp /De/ | 191.30K | — | $6.26M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Bank Of America Corp /De/ | 191.30K | — | $6.26M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Bank Of America Corp /De/ | 191.30K | — | $6.26M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Bank Of America Corp /De/ | 191.30K | — | $6.26M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Bank Of America Corp /De/ | 191.30K | — | $6.26M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Bank Of America Corp /De/ | 191.30K | — | $6.26M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Nuveen, LLC | 156.52K | — | $5.12M | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Nuveen, LLC | 156.52K | — | $5.12M | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Nuveen, LLC | 156.52K | — | $5.12M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Bank of New York Mellon Corp | 142.17K | — | $4.65M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Bank of New York Mellon Corp | 142.17K | — | $4.65M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Bank of New York Mellon Corp | 142.17K | — | $4.65M | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Bank of New York Mellon Corp | 142.17K | — | $4.65M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Bank of New York Mellon Corp | 142.17K | — | $4.65M | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Two Sigma Investments ✦ | 140.02K | +6.1% | $4.58M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 79 | JPMorgan Chase ✦ | 135.56K | -50.9% | $4.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 80 | JPMorgan Chase ✦ | 135.56K | -50.9% | $4.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 81 | JPMorgan Chase ✦ | 135.56K | -50.9% | $4.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 82 | Raymond James Financial Inc | 94.92K | — | $3.11M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Raymond James Financial Inc | 94.92K | — | $3.11M | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Raymond James Financial Inc | 94.92K | — | $3.11M | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Point72 Asset Management ✦ | 91.44K | Nuevo | $2.99M | 0.0% | New | 1 | SEC ↗ |
| 86 | Prudential Financial Inc | 90.52K | — | $2.96M | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Millennium Management ✦ | 75.79K | -55.6% | $2.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 88 | Creative Planning | 75.51K | — | $2.47M | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Barclays Plc | 68.64K | — | $2.25M | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Barclays Plc | 68.64K | — | $2.25M | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Ameriprise Financial Inc | 59.38K | — | $1.94M | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Ameriprise Financial Inc | 59.38K | — | $1.94M | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Ameriprise Financial Inc | 59.38K | — | $1.94M | 0.0% | n/c | 1 | SEC ↗ |
| 94 | UBS AM, a distinct business unit of… | 57.54K | — | $1.88M | 0.0% | n/c | 1 | SEC ↗ |
| 95 | UBS AM, a distinct business unit of… | 57.54K | — | $1.88M | 0.0% | n/c | 1 | SEC ↗ |
| 96 | UBS AM, a distinct business unit of… | 57.54K | — | $1.88M | 0.0% | n/c | 1 | SEC ↗ |
| 97 | UBS AM, a distinct business unit of… | 57.54K | — | $1.88M | 0.0% | n/c | 1 | SEC ↗ |
| 98 | UBS AM, a distinct business unit of… | 57.54K | — | $1.88M | 0.0% | n/c | 1 | SEC ↗ |
| 99 | UBS AM, a distinct business unit of… | 57.54K | — | $1.88M | 0.0% | n/c | 1 | SEC ↗ |
| 100 | Swiss National Bank | 56.88K | — | $1.86M | 0.0% | n/c | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Point72 Asset Management | $2.99M | 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 otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, 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