Ficha del valor · trimestre archivado
UVSP
Univest Financial Corporation · Financial Services · Banks - Regional
88Tenedores rastreados
+6Δ titulares
18.26MAcciones mantenidas
$625.58MValor declarado
+7Nuevas posiciones
−1Cierres
Señales de momentum (gestores comparables):
amplitud de titulares +7.3% ·
flujo de acciones +2.0% ·
nuevas posiciones netas +6.8%
— fórmula
Acumulación amplia — aumento de acciones entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2026
Participación a lo largo del tiempo
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| 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 | — |
| 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 · Q1 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 3.11M | +0.4% | $106.59M | 0.0% | ▲ Add | 4 | SEC ↗ ×12 |
| 2 | Fidelity (FMR) ✦ | 1.90M | -25.5% | $65.17M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 3 | Dimensional Fund Advisors Lp | 1.89M | +0.4% | $64.62M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 4 | Vanguard Capital Management Llc | 1.22M | — | $41.71M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Manufacturers Life Insurance… | 1.10M | -8.4% | $37.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | State Street Global Advisors ✦ (pasivo) | 933.69K | +8.8% | $31.99M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 7 | Geode Capital Management ✦ (pasivo) | 790.94K | +1.6% | $27.10M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 8 | American Century Companies Inc | 758.00K | +8.1% | $25.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Renaissance Technologies ✦ | 583.73K | -8.1% | $20.00M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 10 | Goldman Sachs Group ✦ | 358.71K | -5.5% | $12.29M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 11 | AQR Capital Management ✦ | 350.94K | +8.1% | $12.02M | 0.0% | ▲ Add | 8 | SEC ↗ ×8 |
| 12 | Arrowstreet Capital ✦ | 346.89K | +4.1% | $11.88M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 13 | Two Sigma Investments ✦ | 319.80K | +128.4% | $10.96M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 14 | Hotchkis & Wiley Capital Management… | 300.74K | -4.3% | $10.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Northern Trust Corp | 296.82K | +2.1% | $10.17M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 16 | Sei Investments Co | 271.77K | +12.1% | $9.31M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 17 | Assenagon Asset Management S.A. | 257.40K | Nuevo | $8.82M | 0.0% | New | 1 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 252.11K | -8.3% | $8.64M | 0.0% | ▼ Trim | 3 | SEC ↗ ×10 |
| 19 | Charles Schwab Investment… | 233.69K | -0.5% | $8.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Bank Of America Corp /De/ | 225.85K | +18.1% | $7.74M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 21 | Qube Research & Technologies Ltd | 204.97K | +320.5% | $7.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Neuberger Berman Group LLC | 198.60K | -3.2% | $6.80M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 23 | Millennium Management ✦ | 186.69K | +146.3% | $6.40M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 24 | Nuveen, LLC | 151.48K | -3.2% | $5.19M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 25 | Bank of New York Mellon Corp | 135.82K | -4.5% | $4.65M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 26 | Tudor Investment Corp Et Al | 116.92K | Nuevo | $4.01M | 0.0% | New | 1 | SEC ↗ |
| 27 | Man Group plc | 108.70K | +400.7% | $3.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Raymond James Financial Inc | 93.26K | -1.7% | $3.20M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 29 | JPMorgan Chase ✦ | 94.35K | -30.4% | $3.19M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 30 | Creative Planning | 76.55K | +1.4% | $2.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Prudential Financial Inc | 72.97K | -19.4% | $2.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | UBS AM, a distinct business unit of… | 68.51K | +19.1% | $2.35M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 33 | Citadel Advisors ✦ | 67.92K | +415.1% | $2.33M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 34 | Point72 Asset Management ✦ | 65.79K | -28.1% | $2.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Franklin Resources Inc | 61.05K | +17.3% | $2.09M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 36 | UBS Group AG | 57.74K | +14.6% | $1.98M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 37 | Swiss National Bank | 56.88K | 0.0% | $1.95M | 0.0% | Held | 2 | SEC ↗ |
| 38 | Bnp Paribas Financial Markets | 56.33K | +120.2% | $1.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | T. Rowe Price ✦ | 49.07K | +13.5% | $1.68M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 40 | Barclays Plc | 47.28K | -31.1% | $1.62M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 41 | Ameriprise Financial Inc | 46.18K | -22.2% | $1.58M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 42 | Connor, Clark & Lunn Investment… | 43.64K | +15.7% | $1.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Invesco Ltd. | 36.91K | -5.3% | $1.26M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 44 | Principal Financial Group Inc | 36.36K | Nuevo | $1.25M | 0.0% | New | 1 | SEC ↗ ×2 |
| 45 | Rhumbline Advisers | 35.74K | -2.7% | $1.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Alliancebernstein L.P. | 35.31K | 0.0% | $1.16M | 0.0% | Held | 2 | SEC ↗ |
| 47 | Quantinno Capital Management LP | 31.07K | +60.1% | $1.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Jane Street Group, Llc | 28.10K | -35.1% | $962,638 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 49 | LPL Financial LLC | 26.91K | -13.3% | $921,800 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | California State Teachers… | 26.63K | -0.8% | $912,344 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Russell Investments Group, Ltd. | 25.07K | +0.6% | $858,992 | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 52 | Deutsche Bank Ag\ | 23.59K | +33.0% | $808,022 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Hsbc Holdings Plc | 23.33K | -21.2% | $799,190 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Universal- Beteiligungs- und… | 22.33K | 0.0% | $765,128 | 0.0% | Held | 2 | SEC ↗ |
| 55 | Allianz Asset Management GmbH | 21.21K | 0.0% | $726,757 | 0.0% | Held | 2 | SEC ↗ |
| 56 | Citigroup Inc | 20.08K | +10.5% | $687,804 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 57 | Victory Capital Management Inc | 19.60K | -4.8% | $671,496 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | D. E. Shaw & Co. ✦ | 18.75K | Nuevo | $642,478 | 0.0% | New | 1 | SEC ↗ |
| 59 | Legal & General Group Plc | 18.46K | -17.8% | $632,577 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 60 | Canada Pension Plan Investment Board | 18.40K | 0.0% | $630,384 | 0.0% | Held | 2 | SEC ↗ |
| 61 | Susquehanna International Group, Llp | 17.32K | Nuevo | $593,349 | 0.0% | New | 1 | SEC ↗ |
| 62 | Wealth Enhancement Advisory… | 15.45K | -8.6% | $541,045 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | Cwm, Llc | 15.09K | +5.7% | $516,812 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Mariner, LLC | 14.19K | +120.8% | $486,234 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Janus Henderson Group Plc | 13.18K | 0.0% | $451,644 | 0.0% | Held | 2 | SEC ↗ |
| 66 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 13.17K | -0.5% | $451,136 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | Amundi | 12.85K | Nuevo | $440,138 | 0.0% | New | 1 | SEC ↗ |
| 68 | First Manhattan Co. Llc. | 12.43K | 0.0% | $425,989 | 0.0% | Held | 2 | SEC ↗ |
| 69 | Wells Fargo & Company/Mn | 12.33K | -63.3% | $422,546 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 70 | Jones Financial Companies Lllp | 11.78K | +392666.7% | $394,966 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Mercer Global Advisors Inc /Adv | 10.73K | +25.7% | $367,713 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Commonwealth Equity Services, Llc | 10.67K | +0.3% | $365,560 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Cerity Partners LLC | 10.36K | -0.8% | $355,035 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 74 | First Trust Advisors Lp | 10.18K | -12.1% | $348,656 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 75 | Zurcher Kantonalbank (Zurich… | 9.34K | -35.5% | $319,988 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 76 | New York State Common Retirement… | 9.31K | 0.0% | $319,098 | 0.0% | Held | 2 | SEC ↗ |
| 77 | State Board Of Administration Of… | 8.28K | 0.0% | $283,604 | 0.0% | Held | 2 | SEC ↗ |
| 78 | Empower Advisory Group, LLC | 8.22K | 0.0% | $281,514 | 0.0% | Held | 2 | SEC ↗ |
| 79 | Fifth Third Bancorp | 7.60K | Nuevo | $260,445 | 0.0% | New | 1 | SEC ↗ |
| 80 | HighTower Advisors, LLC | 7.05K | +6.6% | $241,519 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | Pnc Financial Services Group, Inc. | 7.04K | +0.4% | $241,157 | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 82 | Royal Bank Of Canada | 1.65K | -6.6% | $57,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 83 | Us Bancorp \De\ | 631 | +2.4% | $21,618 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 84 | BNP Paribas Asset Management… | 409 | +22.5% | $14,012 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | Rockefeller Capital Management L.P. | 350 | +407.2% | $11,991 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 86 | Federated Hermes, Inc. | 271 | +118.5% | $9,284 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | Optiver Holding B.V. | 122 | +771.4% | $4,180 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 88 | Osaic Holdings, Inc. | 33 | 0.0% | $1,131 | 0.0% | Held | 2 | 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
| Assenagon Asset Management… | $8.82M | 0.0% |
| Tudor Investment Corp Et Al | $4.01M | 0.0% |
| Principal Financial Group Inc | $1.25M | 0.0% |
| D. E. Shaw & Co. | $642,478 | 0.0% |
| Susquehanna International… | $593,349 | 0.0% |
| Amundi | $440,138 | 0.0% |
| Fifth Third Bancorp | $260,445 | 0.0% |
Posición cerrada
| Squarepoint Ops LLC | $560,050 | era 0.0% |
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: Q1 2026 ·
Metodología ·
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