优维斯特金融

US · UVSP #3164 按市值排名

41.25 +0.20 +0.49%

实时 - 追踪5344个代码 - 心跳于538秒前 · 2026-10-16 18:18

✦ 量化股权信号计算方式说明

增持

最近一期（2026/Q3）披露持股的机构数量增加了1家。
机构持股总比例上升了0.6个百分点。

机构持股

机构持股比例: 83.66% +0.58pp
机构数量: 266 +1
数据截至: 2026/Q3 较上一报告期

持股变动 vs 资金流向

方向分歧

机构在上一报告期增持了股份，同时该股在最近20个交易日的主力资金呈净流出——两者方向出现分歧。

机构持股变动数据按季度发布且存在滞后；资金流向数据为每日更新。请将其作为方向性的交叉验证参考，而非精确的择时信号。

持股人类型

Mutual Fund70.51%

Hedge Fund8.04%

Public Company2.34%

Individual/Insider1.61%

Private Company0.92%

Government Pension Fund0.78%

Insurance Company0.57%

Family Office/Trust0.50%

Other14.73%

主要股东截至 2026-06-30

BlackRock 12.39% · 3.42M 股

Dimensional Fund Advisors 6.88% · 1.90M 股

FMR 5.69% · 1.57M 股

Vanguard Capital Management, LLC 4.97% · 1.37M 股

State Street Global Advisors 3.60% · 991.99K 股

American Century Investment Management 3.07% · 846.28K 股

Pzena Investment Management, Inc. 3.03% · 834.63K 股

Geode Capital Management, LLC 2.99% · 823.66K 股

Manulife Asset Management 2.77% · 764.03K 股

Renaissance Technologies Corp. 1.87% · 515.79K 股

条形长度是相对于此处列出的最大股东而言，并非相对于公司100%股权。

内部人持股

共追踪50份申报 · 37次买入 · 13次卖出

姓名	职务	持股比例
Jeffrey Schweitzer	Vice Chairperson & CEO	0.40%
Michael Keim	Chief Operating Officer	0.24%
Thomas Petro	Independent Director	0.17%
Megan Santana	Senior EVP, Chief Risk Officer, General Counsel & Corporate Secretary	0.13%
Michael Turner	Independent Director	0.09%
Brian Richardson	Senior Executive VP & CFO	0.09%
Robert Wonderling	Independent Director	0.07%
Suzanne Keenan	Independent Director	0.07%
Charles Zimmerman	Independent Director	0.06%
Natalye Paquin	Independent Director	0.06%

内部人交易最近的 Form 4 申报记录

日期	姓名	职务	类型	股数	价格
2026-08-23	Thomas Petro	Independent Director	Private Disposition	-5,000	$41.69
2026-08-12	Michael Turner	Independent Director	Open Market Disposition	-8,000	$43.04
2026-06-07	Jeffrey Schweitzer	Vice Chairperson & CEO	Derivative Exercise and Sale	-13,933	$28.50–40.91
2026-06-07	Megan Santana	Senior EVP, Chief Risk Officer, General Counsel & Corporate Secretary	Derivative Exercise and Sale	-2,787	$28.50–40.83
2026-06-07	Brian Richardson	Senior Executive VP & CFO	Derivative Exercise and Sale	-2,090	$28.50–40.90
2026-05-04	Michael Keim	Chief Operating Officer	Derivative Exercise and Sale	-7,245	$28.50–38.71
2026-04-26	Natalye Paquin	Independent Director	Open Market Disposition	-13,000	$37.80
2026-03-14	Jeffrey Schweitzer	Vice Chairperson & CEO	Derivative Exercise and Sale	-11,291	$32.72
2026-03-14	Jeffrey Schweitzer	Vice Chairperson & CEO	Other Derivative Acquisition	+5,067	--
2026-03-14	Jeffrey Schweitzer	Vice Chairperson & CEO	Other Derivative Acquisition	+11,820	--
2026-03-14	Jeffrey Schweitzer	Vice Chairperson & CEO	Derivative Exercise and Retained	+10,143	--
2026-03-14	Michael Keim	Chief Operating Officer	Derivative Exercise and Sale	-6,134	$32.72
2026-03-14	Michael Keim	Chief Operating Officer	Other Derivative Acquisition	+2,826	--
2026-03-14	Michael Keim	Chief Operating Officer	Other Derivative Acquisition	+6,588	--
2026-03-14	Michael Keim	Chief Operating Officer	Derivative Exercise and Retained	+5,622	--
2026-03-14	Patrick McCormick	Executive VP & Chief Credit Officer of Univest Bank and Trust Co.	Derivative Exercise and Sale	-2,009	$32.72
2026-03-14	Patrick McCormick	Executive VP & Chief Credit Officer of Univest Bank and Trust Co.	Other Derivative Acquisition	+1,857	--
2026-03-14	Patrick McCormick	Executive VP & Chief Credit Officer of Univest Bank and Trust Co.	Other Derivative Acquisition	+4,332	--
2026-03-14	Patrick McCormick	Executive VP & Chief Credit Officer of Univest Bank and Trust Co.	Derivative Exercise and Retained	+3,129	--
2026-03-14	Megan Santana	Senior EVP, Chief Risk Officer, General Counsel & Corporate Secretary	Derivative Exercise and Sale	-3,525	$32.72

Form 4 申报记录，每家公司显示最新的一批。"Other Derivative Acquisition"（其他衍生品获取）类目多为限制性股票/期权归属，并非公开市场买入——具体类型见"类型"列。

报价时间 2026-10-16 18:18:37 · 仅供参考，不构成投资建议，也未考虑您的具体情况。