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 2 季 13F 持有人
UWM Holdings Corp 在 2023/6/30 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
- 160
- 較 2023 年第 1 季 +1 家
- 持有股數
- 4,180 萬
- 較 2023 年第 1 季 +223.5 萬 (+5.6%)
- 總市值
- $2.34 億
- 較 2023 年第 1 季 +$3,974 萬 (+20.4%)
- 新進機構
- 23
- 另有 60 家加碼
- 清倉機構
- 22
- 另有 55 家減碼
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 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 70 | $0 | 0.00% | 00.0% | 不變 |
| PrairieView Partners, LLC | 10 | $0 | 0.00% | +1+11.1% | 加碼 |
| Covestor Ltd | 9 | $0 | 0.00% | −10−52.6% | 減碼 |
| Coastal Capital Group, Inc. | 2 | $11 | 0.00% | 00.0% | 不變 |
| Newbridge Financial Services Group, Inc. | 100 | $560 | 0.00% | −7,000−98.6% | 減碼 |
| Optimum Investment Advisors | 118 | $663 | 0.00% | +2+1.7% | 加碼 |
| Clearstead Advisors, LLC | 129 | $722 | 0.00% | +3+2.4% | 加碼 |
| Ci Investments Inc. | 119 | $1,000 | 0.00% | +114+2,280.0% | 加碼 |
| Trust Co of Vermont | 190 | $1,064 | 0.00% | 00.0% | 不變 |
| Tradewinds Capital Management, LLC | 200 | $1,120 | 0.00% | 00.0% | 不變 |
| Baystate Wealth Management LLC | 300 | $1,680 | 0.00% | 00.0% | 不變 |
| Plante Moran Financial Advisors, LLC | 408 | $2,285 | 0.00% | 00.0% | 不變 |
| Coppell Advisory Solutions LLC | 425 | $2,401 | 0.00% | +425 | 新進 |
| Cedar Mountain Advisors, LLC | 450 | $2,520 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 592 | $3,315 | 0.00% | +11+1.9% | 加碼 |
| JPMorgan Chase & Co | 613 | $3,433 | 0.00% | −5,806−90.5% | 減碼 |
| Lindbrook Capital, LLC | 618 | $3,461 | 0.00% | 00.0% | 不變 |
| Venturi Wealth Management, LLC | 850 | $4,760 | 0.00% | 00.0% | 不變 |
| Sunbelt Securities, Inc. | 930 | $5,209 | 0.00% | +17+1.9% | 加碼 |
| Spire Wealth Management | 1,000 | $5,600 | 0.00% | 00.0% | 不變 |
| Stephens Consulting, LLC | 1,000 | $5,600 | 0.00% | 00.0% | 不變 |
| GWM Advisors LLC | 1,060 | $5,936 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 1,133 | $6,000 | 0.00% | −46−3.9% | 減碼 |
| Coston, McIsaac & Partners | 1,231 | $6,000 | 0.00% | +24+2.0% | 加碼 |
| Harvest Fund Management Co., Ltd | 1,128 | $6,000 | 0.00% | +1,128 | 新進 |
| American International Group, Inc. | 1,149 | $6,434 | 0.00% | −189−14.1% | 減碼 |
| Loomis Sayles & Co L P | 1,410 | $8,000 | 0.00% | −4,969−77.9% | 減碼 |
| American National Bank | 1,500 | $8,400 | 0.00% | 00.0% | 不變 |
| Delta Asset Management LLC | 1,596 | $8,938 | 0.00% | +28+1.8% | 加碼 |
| VisionPoint Advisory Group, LLC | 1,600 | $8,960 | 0.00% | +1,600 | 新進 |
| Atlas Capital Advisors LLC | 1,737 | $9,727 | 0.00% | +1,737 | 新進 |
| Column Capital Advisors, LLC | 1,800 | $1.01 萬 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 2,021 | $1.13 萬 | 0.00% | +273+15.6% | 加碼 |
| Tower Research Capital LLC (TRC) | 2,079 | $1.16 萬 | 0.00% | −1,893−47.7% | 減碼 |
| Oliver Lagore Vanvalin Investment Group | 2,096 | $1.17 萬 | 0.00% | +39+1.9% | 加碼 |
| Federation des caisses Desjardins du Quebec | 2,200 | $1.23 萬 | 0.00% | 00.0% | 不變 |
| Beaird Harris Wealth Management, LLC | 2,304 | $1.29 萬 | 0.00% | +43+1.9% | 加碼 |
| Allworth Financial LP | 2,314 | $1.30 萬 | 0.00% | +2+0.1% | 加碼 |
| Financial Connections Group, Inc. | 2,339 | $1.30 萬 | 0.01% | +43+1.9% | 加碼 |
| Hantz Financial Services, Inc. | 2,672 | $1.50 萬 | 0.00% | +538+25.2% | 加碼 |
| MetLife Investment Management | 3,219 | $1.80 萬 | 0.00% | −2,057−39.0% | 減碼 |
| Clear Street Markets LLC | 3,500 | $2.00 萬 | 0.01% | −5,700−62.0% | 減碼 |
| Dorsey Wright & Associates | 3,666 | $2.05 萬 | 0.01% | +3,666 | 新進 |
| Quadrant Capital Group LLC | 4,432 | $2.48 萬 | 0.00% | −843−16.0% | 減碼 |
| US Bancorp | 6,014 | $3.37 萬 | 0.00% | +4,081+211.1% | 加碼 |
| Parallel Advisors, LLC | 6,618 | $3.71 萬 | 0.00% | +5+0.1% | 加碼 |
| Quent Capital, LLC | 8,388 | $4.70 萬 | 0.01% | +118+1.4% | 加碼 |
| Verition Fund Management LLC | 10,113 | $5.66 萬 | 0.00% | −31,178−75.5% | 減碼 |
| HB Wealth Management, LLC | 10,183 | $5.70 萬 | 0.00% | +10,183 | 新進 |
| CTC Alternative Strategies, Ltd. | 10,200 | $5.71 萬 | 0.07% | +10,200 | 新進 |
| Ieq Capital, LLC | 10,440 | $5.85 萬 | 0.00% | +20.0% | 加碼 |
| Gsa Capital Partners LLP | 10,596 | $5.90 萬 | 0.01% | −67,951−86.5% | 減碼 |
| Kestra Private Wealth Services, LLC | 11,160 | $6.25 萬 | 0.00% | +110+1.0% | 加碼 |
| Bridgefront Capital, LLC | 11,721 | $6.56 萬 | 0.04% | +11,721 | 新進 |
| Easterly Investment Partners LLC | 11,870 | $6.65 萬 | 0.01% | −175−1.5% | 減碼 |
| Principal Financial Group Inc | 12,176 | $6.82 萬 | 0.00% | +1,044+9.4% | 加碼 |
| Royal Bank of Canada | 12,805 | $7.10 萬 | 0.00% | −14,767−53.6% | 減碼 |
| Financial Counselors Inc | 12,626 | $7.10 萬 | 0.00% | 00.0% | 不變 |
| JustInvest LLC | 13,360 | $7.48 萬 | 0.00% | −621−4.4% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,679 | $7.66 萬 | 0.00% | +3,857+39.3% | 加碼 |
| Commerce Bank | 14,301 | $8.01 萬 | 0.00% | 00.0% | 不變 |
| Amalgamated Bank | 14,703 | $8.20 萬 | 0.00% | −4,184−22.2% | 減碼 |
| Advisor Group Holdings, Inc. | 14,777 | $8.28 萬 | 0.00% | −762−4.9% | 減碼 |
| Evergreen Capital Management LLC | 15,482 | $8.83 萬 | 0.00% | 00.0% | 不變 |
| State of Wyoming | 16,016 | $8.97 萬 | 0.03% | +16,016 | 新進 |
| Citadel Advisors LLC | 16,545 | $9.27 萬 | 0.00% | +16,132+3,906.1% | 加碼 |
| CI Private Wealth, LLC | 16,911 | $9.47 萬 | 0.00% | −5,055−23.0% | 減碼 |
| DDFG, Inc | 17,102 | $9.58 萬 | 0.04% | 00.0% | 不變 |
| Raymond James & Associates | 17,873 | $10.0 萬 | 0.00% | −2,464−12.1% | 減碼 |
| Fidelis Capital Partners, LLC | 18,075 | $10.1 萬 | 0.04% | +892+5.2% | 加碼 |
| Balboa Wealth Partners | 19,167 | $10.7 萬 | 0.04% | +19,167 | 新進 |
| Marshall Wace, LLP | 19,955 | $11.2 萬 | 0.00% | +19,955 | 新進 |
| Procyon Private Wealth Partners, LLC | 20,685 | $11.6 萬 | 0.01% | +20,685 | 新進 |
| Wolverine Trading, LLC | 20,718 | $11.7 萬 | 0.00% | −13,695−39.8% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 21,065 | $11.8 萬 | 0.02% | −2,093−9.0% | 減碼 |
| Cetera Investment Advisers | 21,150 | $11.8 萬 | 0.00% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 21,447 | $12.0 萬 | 0.00% | +747+3.6% | 加碼 |
| Voya Investment Management LLC | 23,033 | $12.9 萬 | 0.00% | −12,006−34.3% | 減碼 |
| Pitcairn Co | 23,835 | $13.3 萬 | 0.01% | −2,359−9.0% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 24,656 | $13.8 萬 | 0.01% | +24,656 | 新進 |
| Arizona State Retirement System | 24,843 | $13.9 萬 | 0.00% | −640−2.5% | 減碼 |
| State Board of Administration of Florida Retirement System | 26,580 | $14.9 萬 | 0.00% | +26,580 | 新進 |
| LJI Wealth Management, LLC | 26,760 | $15.0 萬 | 0.04% | −4,400−14.1% | 減碼 |
| Vident Investment Advisory, LLC | 27,117 | $15.2 萬 | 0.01% | +1,970+7.8% | 加碼 |
| Jump Financial, LLC | 28,000 | $15.7 萬 | 0.01% | −1,000−3.4% | 減碼 |
| Sawtooth Solutions, LLC | 28,229 | $15.8 萬 | 0.00% | +13,226+88.2% | 加碼 |
| Bleakley Financial Group, LLC | 28,229 | $15.8 萬 | 0.00% | +13,226+88.2% | 加碼 |
| Taylor & Morgan Wealth Management, LLC | 29,048 | $16.3 萬 | 0.13% | +2,595+9.8% | 加碼 |
| Baker Tilly Wealth Management, LLC | 30,000 | $16.8 萬 | 0.02% | −582−1.9% | 減碼 |
| Quantbot Technologies LP | 31,858 | $17.8 萬 | 0.01% | −48,899−60.6% | 減碼 |
| Russell Investments Group, Ltd. | 35,827 | $20.1 萬 | 0.00% | +35,516+11,419.9% | 加碼 |
| D. E. Shaw & Co., Inc. | 37,005 | $20.7 萬 | 0.00% | −189,796−83.7% | 減碼 |
| Janus Henderson Group PLC | 39,312 | $22.0 萬 | 0.00% | −28−0.1% | 減碼 |
| Treasurer of the State of North Carolina | 40,555 | $22.7 萬 | 0.00% | +30+0.1% | 加碼 |
| Ameriprise Financial Inc | 40,836 | $23.0 萬 | 0.00% | −1,822−4.3% | 減碼 |
| Citigroup Inc | 41,004 | $23.0 萬 | 0.00% | −27,576−40.2% | 減碼 |
| Commonwealth Equity Services, LLC | 41,594 | $23.3 萬 | 0.00% | −61,665−59.7% | 減碼 |
| Public Employees Retirement System of Ohio | 41,992 | $23.5 萬 | 0.00% | −4,100−8.9% | 減碼 |
| Cresset Asset Management, LLC | 41,421 | $23.6 萬 | 0.00% | +41,421 | 新進 |
| 180 Wealth Advisors, LLC | 43,783 | $23.9 萬 | 0.05% | −403−0.9% | 減碼 |