UWM Holdings Corp
UWMC- 交易所
- NYSE
- 產業
- Mortgage Bankers & Loan Correspondents
- SEC CIK
- 0001783398
近 90 天，UWM Holdings Corp 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 293 家機構在 13F 申報持有，市值合計 $6.02 億；大師中只有杜肯家族辦公室持有。
2023 年第 1 季 13F 持有人
UWM Holdings Corp 在 2023/3/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 159
- 較 2022 年第 4 季 +8 家
- 持有股數
- 3,956 萬
- 較 2022 年第 4 季 +354.3 萬 (+9.8%)
- 總市值
- $1.94 億
- 較 2022 年第 4 季 +$7,504 萬 (+62.9%)
- 新進機構
- 32
- 另有 58 家加碼
- 清倉機構
- 24
- 另有 47 家減碼
另有 3 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 UWMC 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 293 | $6.02 億 |
| 2026 年第 1 季 | 285 | $7.51 億 |
| 2025 年第 4 季 | 297 | $9.48 億 |
| 2025 年第 3 季 | 257 | $10.5 億 |
| 2025 年第 2 季 | 230 | $5.62 億 |
| 2025 年第 1 季 | 242 | $6.56 億 |
| 2024 年第 4 季 | 225 | $5.04 億 |
| 2024 年第 3 季 | 219 | $6.21 億 |
| 2024 年第 2 季 | 192 | $3.71 億 |
| 2024 年第 1 季 | 183 | $3.63 億 |
| 2023 年第 4 季 | 183 | $3.38 億 |
| 2023 年第 3 季 | 165 | $2.07 億 |
| 2023 年第 2 季 | 160 | $2.34 億 |
| 2023 年第 1 季 | 159 | $1.94 億 |
| 2022 年第 4 季 | 154 | $1.20 億 |
| 2022 年第 3 季 | 134 | $1.03 億 |
| 2022 年第 2 季 | 145 | $1.25 億 |
| 2022 年第 1 季 | 146 | $1.87 億 |
| 2021 年第 4 季 | 158 | $1.82 億 |
| 2021 年第 3 季 | 138 | $1.88 億 |
| 2021 年第 2 季 | 141 | $2.29 億 |
| 2021 年第 1 季 | 97 | $1.93 億 |
2023 年第 1 季持有機構
每家機構持有 UWM Holdings Corp 的股數、市值與佔組合比重；股數變化跟 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Ci Investments Inc. | 5 | $0 | 0.00% | 00.0% | 不變 |
| PrairieView Partners, LLC | 9 | $0 | 0.00% | 00.0% | 不變 |
| FNY Investment Advisers, LLC | 140 | $0 | 0.00% | −30−17.6% | 減碼 |
| Ronald Blue Trust, Inc. | 116 | $0 | 0.00% | +15+14.9% | 加碼 |
| Covestor Ltd | 19 | $0 | 0.00% | −51−72.9% | 減碼 |
| Capital Advisors, Ltd. LLC | 70 | $0 | 0.00% | +70 | 新進 |
| Sofos Investments, Inc. | 123 | $1 | 0.00% | +123 | 新進 |
| Coastal Capital Group, Inc. | 2 | $10 | 0.00% | +2 | 新進 |
| Northwestern Mutual Wealth Management Co | 100 | $491 | 0.00% | −400−80.0% | 減碼 |
| Optimum Investment Advisors | 116 | $571 | 0.00% | +3+2.7% | 加碼 |
| Clearstead Advisors, LLC | 126 | $621 | 0.00% | +3+2.4% | 加碼 |
| Global Retirement Partners, LLC | 126 | $736 | 0.00% | +126 | 新進 |
| Trust Co of Vermont | 190 | $933 | 0.00% | 00.0% | 不變 |
| Tradewinds Capital Management, LLC | 200 | $982 | 0.00% | 00.0% | 不變 |
| Ameritas Advisory Services, LLC | 225 | $1,242 | 0.00% | +225 | 新進 |
| Baystate Wealth Management LLC | 300 | $1,473 | 0.00% | +300 | 新進 |
| Russell Investments Group, Ltd. | 311 | $1,527 | 0.00% | +311 | 新進 |
| Plante Moran Financial Advisors, LLC | 408 | $2,003 | 0.00% | 00.0% | 不變 |
| Citadel Advisors LLC | 413 | $2,028 | 0.00% | −35,462−98.8% | 減碼 |
| Cedar Mountain Advisors, LLC | 450 | $2,210 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 581 | $2,852 | 0.00% | +308+112.8% | 加碼 |
| Lindbrook Capital, LLC | 618 | $3,034 | 0.00% | −257−29.4% | 減碼 |
| Venturi Wealth Management, LLC | 850 | $4,174 | 0.00% | +850 | 新進 |
| Sunbelt Securities, Inc. | 913 | $4,464 | 0.00% | +913 | 新進 |
| Huntington National Bank | 1,000 | $4,910 | 0.00% | 00.0% | 不變 |
| Stephens Consulting, LLC | 1,000 | $4,910 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 1,000 | $4,910 | 0.00% | 00.0% | 不變 |
| Coston, McIsaac & Partners | 1,207 | $5,000 | 0.00% | +30+2.5% | 加碼 |
| GWM Advisors LLC | 1,060 | $5,205 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 1,179 | $6,000 | 0.00% | 00.0% | 不變 |
| American International Group, Inc. | 1,338 | $6,570 | 0.00% | −39−2.8% | 減碼 |
| American National Bank | 1,500 | $7,365 | 0.00% | 00.0% | 不變 |
| Delta Asset Management LLC | 1,568 | $7,698 | 0.00% | +138+9.7% | 加碼 |
| Signaturefd, LLC | 1,748 | $8,583 | 0.00% | −573−24.7% | 減碼 |
| Column Capital Advisors, LLC | 1,800 | $8,838 | 0.00% | 00.0% | 不變 |
| US Bancorp | 1,933 | $9,491 | 0.00% | −18,803−90.7% | 減碼 |
| Hantz Financial Services, Inc. | 2,134 | $1.00 萬 | 0.00% | −83−3.7% | 減碼 |
| Oliver Lagore Vanvalin Investment Group | 2,057 | $1.01 萬 | 0.00% | +57+2.9% | 加碼 |
| Federation des caisses Desjardins du Quebec | 2,200 | $1.08 萬 | 0.00% | 00.0% | 不變 |
| Financial Connections Group, Inc. | 2,296 | $1.10 萬 | 0.01% | +60+2.7% | 加碼 |
| Beaird Harris Wealth Management, LLC | 2,261 | $1.11 萬 | 0.00% | +63+2.9% | 加碼 |
| Allworth Financial LP | 2,312 | $1.14 萬 | 0.00% | +25+1.1% | 加碼 |
| Tower Research Capital LLC (TRC) | 3,972 | $2.00 萬 | 0.00% | −1,208−23.3% | 減碼 |
| Quadrant Capital Group LLC | 5,275 | $2.59 萬 | 0.00% | +2,168+69.8% | 加碼 |
| MetLife Investment Management | 5,276 | $2.59 萬 | 0.00% | +12+0.2% | 加碼 |
| Loomis Sayles & Co L P | 6,379 | $3.10 萬 | 0.00% | −2,387−27.2% | 減碼 |
| JPMorgan Chase & Co | 6,419 | $3.20 萬 | 0.00% | −24,995−79.6% | 減碼 |
| Parallel Advisors, LLC | 6,613 | $3.25 萬 | 0.00% | +5,884+807.1% | 加碼 |
| International Assets Investment Management, LLC | 6,775 | $3.33 萬 | 0.00% | −25,284−78.9% | 減碼 |
| Newbridge Financial Services Group, Inc. | 7,100 | $3.49 萬 | 0.02% | −1,000−12.3% | 減碼 |
| Quent Capital, LLC | 8,270 | $4.06 萬 | 0.01% | 00.0% | 不變 |
| Cutler Group LP | 9,091 | $4.40 萬 | 0.01% | +5,377+144.8% | 加碼 |
| Clear Street Markets LLC | 9,200 | $4.50 萬 | 0.01% | −8,100−46.8% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,822 | $4.82 萬 | 0.00% | 00.0% | 不變 |
| Ieq Capital, LLC | 10,438 | $5.13 萬 | 0.00% | +10,438 | 新進 |
| Schnieders Capital Management LLC | 11,000 | $5.40 萬 | 0.01% | +11,000 | 新進 |
| Kestra Private Wealth Services, LLC | 11,050 | $5.43 萬 | 0.00% | +11,050 | 新進 |
| State of Wisconsin Investment Board | 11,093 | $5.45 萬 | 0.00% | +125+1.1% | 加碼 |
| Principal Financial Group Inc | 11,132 | $5.47 萬 | 0.00% | −687−5.8% | 減碼 |
| Stifel Financial Corp | 11,412 | $5.60 萬 | 0.00% | −2,200−16.2% | 減碼 |
| Xponance, Inc. | 11,475 | $5.63 萬 | 0.00% | +208+1.8% | 加碼 |
| Easterly Investment Partners LLC | 12,045 | $5.91 萬 | 0.01% | +12,045 | 新進 |
| Financial Counselors Inc | 12,626 | $6.20 萬 | 0.00% | 00.0% | 不變 |
| Jane Street Group, LLC | 12,946 | $6.36 萬 | 0.00% | +12,946 | 新進 |
| JustInvest LLC | 13,981 | $6.86 萬 | 0.00% | −6,622−32.1% | 減碼 |
| Commerce Bank | 14,301 | $7.02 萬 | 0.00% | 00.0% | 不變 |
| Martingale Asset Management L P | 14,900 | $7.32 萬 | 0.00% | −2,600−14.9% | 減碼 |
| Sawtooth Solutions, LLC | 15,003 | $7.37 萬 | 0.00% | +15,003 | 新進 |
| Bleakley Financial Group, LLC | 15,003 | $7.37 萬 | 0.00% | +15,003 | 新進 |
| Advisor Group Holdings, Inc. | 15,539 | $7.65 萬 | 0.00% | +3,039+24.3% | 加碼 |
| Evergreen Capital Management LLC | 15,482 | $7.70 萬 | 0.00% | +4,878+46.0% | 加碼 |
| DDFG, Inc | 17,102 | $8.40 萬 | 0.03% | +17,102 | 新進 |
| SEI Investments Co | 17,936 | $8.81 萬 | 0.00% | +17,936 | 新進 |
| Amalgamated Bank | 18,887 | $9.30 萬 | 0.00% | −1,519−7.4% | 減碼 |
| JCSD Capital, LLC | 20,000 | $9.82 萬 | 0.16% | −76,192−79.2% | 減碼 |
| Raymond James & Associates | 20,337 | $9.99 萬 | 0.00% | +213+1.1% | 加碼 |
| Fidelis Capital Partners, LLC | 17,183 | $10.0 萬 | 0.04% | +17,183 | 新進 |
| Mercer Global Advisors Inc | 20,700 | $10.2 萬 | 0.00% | +20,700 | 新進 |
| Cetera Investment Advisers | 21,150 | $10.4 萬 | 0.00% | −4,300−16.9% | 減碼 |
| Truist Financial Corp | 21,600 | $10.6 萬 | 0.00% | +1,900+9.6% | 加碼 |
| CI Private Wealth, LLC | 21,966 | $10.8 萬 | 0.00% | +21,966 | 新進 |
| Patriot Financial Group Insurance Agency, LLC | 23,158 | $11.4 萬 | 0.02% | +2,873+14.2% | 加碼 |
| Alliancebernstein L.P. | 23,658 | $11.6 萬 | 0.00% | +4,357+22.6% | 加碼 |
| Ergoteles LLC | 24,793 | $12.2 萬 | 0.00% | 00.0% | 不變 |
| Vident Investment Advisory, LLC | 25,147 | $12.3 萬 | 0.00% | +13,365+113.4% | 加碼 |
| Arizona State Retirement System | 25,483 | $12.5 萬 | 0.00% | +667+2.7% | 加碼 |
| Pitcairn Co | 26,194 | $12.9 萬 | 0.01% | +26,194 | 新進 |
| Taylor & Morgan Wealth Management, LLC | 26,453 | $13.0 萬 | 0.11% | +693+2.7% | 加碼 |
| Royal Bank of Canada | 27,572 | $13.5 萬 | 0.00% | +2,254+8.9% | 加碼 |
| Two Sigma Advisers, LP | 27,700 | $13.6 萬 | 0.00% | −11,200−28.8% | 減碼 |
| Jump Financial, LLC | 29,000 | $14.2 萬 | 0.01% | +29,000 | 新進 |
| Baker Tilly Wealth Management, LLC | 30,582 | $15.0 萬 | 0.02% | +20,015+189.4% | 加碼 |
| LJI Wealth Management, LLC | 31,160 | $15.3 萬 | 0.05% | −300−1.0% | 減碼 |
| Quadrature Capital Ltd | 32,225 | $15.8 萬 | 0.00% | +32,225 | 新進 |
| Wolverine Trading, LLC | 34,413 | $16.8 萬 | 0.01% | −404−1.2% | 減碼 |
| Voya Investment Management LLC | 35,039 | $17.2 萬 | 0.00% | −1,181−3.3% | 減碼 |
| Susquehanna International Group, LLP | 35,842 | $17.6 萬 | 0.00% | −60,816−62.9% | 減碼 |
| Legal & General Group Plc | 39,277 | $19.3 萬 | 0.00% | +3,908+11.0% | 加碼 |
| Janus Henderson Group PLC | 39,340 | $19.3 萬 | 0.00% | +20,561+109.5% | 加碼 |
| Treasurer of the State of North Carolina | 40,525 | $19.9 萬 | 0.00% | +280+0.7% | 加碼 |