Scheda del titolo · trimestre archiviato
UVSP
Univest Financial Corporation · Financial Services · Banks - Regional
82Holder monitorati
+2Δ titolari
18.34MQuote detenute
$600.54MValore dichiarato
+2Nuove posizioni
−0Uscite
Input di momentum (manager comparabili):
ampiezza dei detentori +2.5% ·
flusso azionario -0.6% ·
nuove posizioni nette +2.4%
— formula
Frammentazione della proprietà — più detentori, quota aggregata minore
Tutte le cifre di proprietà: solo gestori 13F monitorati, posizioni in azioni ordinarie, periodo di riferimento Q4 2025
Proprietà nel tempo
| Trimestre | Detentori | Δ | Quote | Valore dichiarato | Nuovo | Uscite |
|---|---|---|---|---|---|---|
| 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 | — | — |
Chi lo detiene · Q4 2025
| # | Gestore | Quote | Δ azioni | Valore | Il loro peso | Detenuto | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passivo) | 3.10M | +0.2% | $101.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | BlackRock ✦ (passivo) | 3.10M | +0.2% | $101.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | BlackRock ✦ (passivo) | 3.10M | +0.2% | $101.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | BlackRock ✦ (passivo) | 3.10M | +0.2% | $101.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | BlackRock ✦ (passivo) | 3.10M | +0.2% | $101.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | BlackRock ✦ (passivo) | 3.10M | +0.2% | $101.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | BlackRock ✦ (passivo) | 3.10M | +0.2% | $101.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | BlackRock ✦ (passivo) | 3.10M | +0.2% | $101.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | BlackRock ✦ (passivo) | 3.10M | +0.2% | $101.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | BlackRock ✦ (passivo) | 3.10M | +0.2% | $101.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | BlackRock ✦ (passivo) | 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 ✦ (passivo) | 1.66M | -4.5% | $54.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | The Vanguard Group ✦ (passivo) | 1.66M | -4.5% | $54.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | The Vanguard Group ✦ (passivo) | 1.66M | -4.5% | $54.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | The Vanguard Group ✦ (passivo) | 1.66M | -4.5% | $54.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | The Vanguard Group ✦ (passivo) | 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 ✦ (passivo) | 858.31K | -3.5% | $28.10M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 27 | Geode Capital Management ✦ (passivo) | 778.84K | -3.0% | $25.50M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 28 | Geode Capital Management ✦ (passivo) | 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 | Nuovo | $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 ↗ |
"Il loro peso" = la quota della posizione sul valore azionario 13F dichiarato da quel gestore — la misura di convinzione. ✦ = gestore selezionato.
Nuovi acquirenti
| Point72 Asset Management | $2.99M | 0.0% |
Uscito
| Nessuna uscita tracciata questo trimestre. |
Contesto di mercato completo: su TUTTI i filer 13F (dati strutturati SEC, Q1 2026): 206 detentori, 22.27M azioni, $754.15M dichiarato. Questo è un periodo diverso e più vecchio rispetto ai dati dell'universo monitorato riportati sopra e i due non vengono mai combinati.
Frequentemente co-detenuti
Cosa detengono più spesso gli altri holder monitorati di questo titolo — conteggi di proprietà condivisa, non relazioni fondamentali.
Acquisti sul mercato aperto (P)
Nessun acquisto insider sul mercato aperto nella nostra finestra di copertura.
Vendite sul mercato aperto (S)
Aug 24
PETRO THOMAS M
Director · 5.00K az. · $208,450
Aug 13
Turner Michael L.
Director · 8.00K az. · $344,280
Assegnazioni, esercizi e ritenute fiscali non vengono mai conteggiati come acquisti o vendite in questa sede. Metodologia
Aug 06
SC 13G/A — FMR LLC
Provenienza: Proprietà ricavata dalle posizioni in azioni ordinarie 13F analizzate (universo monitorato, set comparabili per le variazioni); righe insider dai Moduli 3/4/5; partecipazioni dagli Schedule 13D/13G; ogni filing rimanda all'originale su SEC EDGAR.
Periodo di rendicontazione: Q4 2025 ·
Metodologia ·
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