Ficha del valor
UVSP
Univest Financial Corporation · Financial Services · Banks - Regional
87Tenedores rastreados
+4Δ titulares
18.65MAcciones mantenidas
$815.65MValor declarado
+7Nuevas posiciones
−5Cierres
Señales de momentum (gestores comparables):
amplitud de titulares +4.8% ·
flujo de acciones +2.5% ·
nuevas posiciones netas +2.3%
— 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 Q2 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 · Q2 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 3.42M | +9.8% | $149.50M | 0.0% | ▲ Add | 5 | SEC ↗ ×12 |
| 2 | Dimensional Fund Advisors Lp | 1.90M | +0.6% | $82.98M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 3 | Fidelity (FMR) ✦ | 1.57M | -17.4% | $68.71M | 0.0% | ▼ Trim | 5 | SEC ↗ ×4 |
| 4 | Vanguard Capital Management Llc | 1.19M | -2.4% | $51.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | State Street Global Advisors ✦ (pasivo) | 991.99K | +6.2% | $43.40M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 6 | American Century Companies Inc | 846.28K | +11.7% | $37.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Geode Capital Management ✦ (pasivo) | 823.65K | +4.1% | $36.04M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 8 | Manufacturers Life Insurance… | 764.03K | -30.3% | $33.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Assenagon Asset Management S.A. | 716.37K | +178.3% | $31.34M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Renaissance Technologies ✦ | 515.79K | -11.6% | $22.57M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 435.01K | +24.0% | $19.03M | 0.0% | ▲ Add | 9 | SEC ↗ ×8 |
| 12 | Two Sigma Investments ✦ | 424.25K | +32.7% | $18.56M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 13 | Arrowstreet Capital ✦ | 351.28K | +1.3% | $15.37M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 14 | Northern Trust Corp | 307.27K | +3.5% | $13.44M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 15 | Sei Investments Co | 290.40K | +6.9% | $12.71M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 16 | Goldman Sachs Group ✦ | 281.62K | -21.5% | $12.32M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 17 | Nuveen, LLC | 272.92K | +80.2% | $11.94M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 18 | Hotchkis & Wiley Capital Management… | 267.17K | -11.2% | $11.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 250.74K | -0.5% | $10.97M | 0.0% | ▼ Trim | 4 | SEC ↗ ×11 |
| 20 | Charles Schwab Investment… | 236.31K | +1.1% | $10.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Bank Of America Corp /De/ | 206.87K | -8.4% | $9.05M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 22 | Neuberger Berman Group LLC | 187.20K | -5.7% | $8.19M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 23 | Millennium Management ✦ | 145.91K | -21.8% | $6.38M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 24 | Bank of New York Mellon Corp | 140.20K | +3.2% | $6.13M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 25 | Point72 Asset Management ✦ | 131.81K | +100.3% | $5.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Tudor Investment Corp Et Al | 128.46K | +9.9% | $5.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Man Group plc | 124.68K | +14.7% | $5.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Qube Research & Technologies Ltd | 114.45K | -44.2% | $5.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | UBS Group AG | 95.62K | +65.6% | $4.18M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 30 | JPMorgan Chase ✦ | 89.48K | -5.2% | $3.95M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 31 | Raymond James Financial Inc | 86.97K | -6.8% | $3.80M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 32 | Creative Planning | 85.82K | +12.1% | $3.75M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 33 | Ameriprise Financial Inc | 82.55K | +78.8% | $3.61M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 34 | Bnp Paribas Financial Markets | 81.64K | +44.9% | $3.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Prudential Financial Inc | 70.05K | -4.0% | $3.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | UBS AM, a distinct business unit of… | 67.62K | -1.3% | $2.96M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 37 | Franklin Resources Inc | 65.78K | +7.8% | $2.88M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 38 | T. Rowe Price ✦ | 59.73K | +21.7% | $2.61M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 39 | Swiss National Bank | 56.88K | 0.0% | $2.49M | 0.0% | Held | 3 | SEC ↗ |
| 40 | Russell Investments Group, Ltd. | 54.54K | +117.5% | $2.39M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 41 | Hsbc Holdings Plc | 52.47K | +124.9% | $2.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Barclays Plc | 49.42K | +4.5% | $2.16M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 43 | Quantinno Capital Management LP | 39.91K | +28.5% | $1.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Principal Financial Group Inc | 38.84K | +6.8% | $1.70M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 45 | Rhumbline Advisers | 37.76K | +5.6% | $1.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Invesco Ltd. | 37.05K | +0.4% | $1.62M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 47 | Citigroup Inc | 30.24K | +50.6% | $1.32M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 48 | Deutsche Bank Ag\ | 28.88K | +22.4% | $1.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Alliancebernstein L.P. | 35.37K | +0.2% | $1.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Wells Fargo & Company/Mn | 25.52K | +106.9% | $1.12M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 51 | Legal & General Group Plc | 22.03K | +19.3% | $963,990 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 52 | LPL Financial LLC | 21.88K | -18.7% | $957,149 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Allianz Asset Management GmbH | 21.21K | 0.0% | $928,069 | 0.0% | Held | 3 | SEC ↗ |
| 54 | Mariner, LLC | 19.18K | +35.1% | $839,123 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Connor, Clark & Lunn Investment… | 18.94K | -56.6% | $828,800 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | Victory Capital Management Inc | 18.93K | -3.4% | $827,969 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Wealth Enhancement Advisory… | 18.82K | +21.8% | $817,849 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | Canada Pension Plan Investment Board | 18.40K | 0.0% | $805,000 | 0.0% | Held | 3 | SEC ↗ |
| 59 | D. E. Shaw & Co. ✦ | 17.33K | -7.6% | $758,188 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Mercer Global Advisors Inc /Adv | 14.31K | +33.3% | $626,107 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 12.91K | -2.0% | $564,813 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | First Manhattan Co. Llc. | 12.43K | 0.0% | $543,988 | 0.0% | Held | 3 | SEC ↗ |
| 63 | Universal- Beteiligungs- und… | 11.54K | -48.3% | $504,920 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 64 | Jones Financial Companies Lllp | 11.16K | -5.2% | $495,726 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 65 | Commonwealth Equity Services, Llc | 10.67K | 0.0% | $466,910 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | Cerity Partners LLC | 10.62K | +2.5% | $464,494 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 67 | First Trust Advisors Lp | 10.09K | -0.8% | $441,503 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 68 | Zurcher Kantonalbank (Zurich… | 9.34K | 0.0% | $408,625 | 0.0% | Held | 3 | SEC ↗ |
| 69 | New York State Common Retirement… | 9.31K | 0.0% | $407,488 | 0.0% | Held | 3 | SEC ↗ |
| 70 | State Board Of Administration Of… | 8.28K | 0.0% | $362,163 | 0.0% | Held | 3 | SEC ↗ |
| 71 | Empower Advisory Group, LLC | 8.22K | 0.0% | $359,494 | 0.0% | Held | 3 | SEC ↗ |
| 72 | Lazard Asset Management Llc | 7.35K | Nuevo | $321,738 | 0.0% | New | 1 | SEC ↗ |
| 73 | Fifth Third Bancorp | 6.99K | -8.1% | $305,594 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 74 | Pnc Financial Services Group, Inc. | 6.88K | -2.3% | $301,002 | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 75 | Voya Investment Management Llc | 6.18K | Nuevo | $270,419 | 0.0% | New | 1 | SEC ↗ |
| 76 | Captrust Financial Advisors | 5.39K | Nuevo | $235,681 | 0.0% | New | 1 | SEC ↗ |
| 77 | Pictet Asset Management Holding SA | 5.26K | Nuevo | $230,300 | 0.0% | New | 1 | SEC ↗ |
| 78 | Mirae Asset Global Investments Co.… | 2.63K | Nuevo | $115,150 | 0.0% | New | 1 | SEC ↗ |
| 79 | Royal Bank Of Canada | 1.41K | -14.6% | $61,000 | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 80 | Rockefeller Capital Management L.P. | 811 | +131.7% | $35,481 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 81 | Us Bancorp \De\ | 640 | +1.4% | $28,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 82 | Federated Hermes, Inc. | 405 | +49.5% | $17,719 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 83 | BNP Paribas Asset Management… | 381 | -6.8% | $16,669 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 84 | Optiver Holding B.V. | 203 | +66.4% | $8,881 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 85 | Osaic Holdings, Inc. | 169 | +412.1% | $7,394 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 86 | Simplex Trading, Llc | 70 | Nuevo | $3,062 | 0.0% | New | 1 | SEC ↗ |
| 87 | Assetmark, Inc | 38 | Nuevo | $1,663 | 0.0% | New | 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
| Lazard Asset Management Llc | $321,738 | 0.0% |
| Voya Investment Management Llc | $270,419 | 0.0% |
| Captrust Financial Advisors | $235,681 | 0.0% |
| Pictet Asset Management… | $230,300 | 0.0% |
| Mirae Asset Global… | $115,150 | 0.0% |
| Simplex Trading, Llc | $3,062 | 0.0% |
| Assetmark, Inc | $1,663 | 0.0% |
Posición cerrada
| Citadel Advisors | $2.33M | era 0.0% |
| Jane Street Group, Llc | $962,638 | era 0.0% |
| Susquehanna International… | $593,349 | era 0.0% |
| Amundi | $440,138 | era 0.0% |
| HighTower Advisors, LLC | $241,519 | 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: Q2 2026 ·
Metodología ·
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