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 3 季 13F 持有人
UWM Holdings Corp 在 2023/9/30 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
- 165
- 較 2023 年第 2 季 +6 家
- 持有股數
- 4,271 萬
- 較 2023 年第 2 季 +91.0 萬 (+2.2%)
- 總市值
- $2.07 億
- 較 2023 年第 2 季 −$2,686 萬 (−11.5%)
- 新進機構
- 26
- 另有 66 家加碼
- 清倉機構
- 20
- 另有 50 家減碼
另有 1 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 18 | $0 | 0.00% | −52−74.3% | 減碼 |
| PrairieView Partners, LLC | 10 | $0 | 0.00% | 00.0% | 不變 |
| Covestor Ltd | 1 | $0 | 0.00% | −8−88.9% | 減碼 |
| Authentikos Wealth Advisory, LLC | 50 | $243 | 0.00% | +50 | 新進 |
| Optimum Investment Advisors | 120 | $584 | 0.00% | +2+1.7% | 加碼 |
| Clearstead Advisors, LLC | 131 | $637 | 0.00% | +2+1.6% | 加碼 |
| Trust Co of Vermont | 190 | $922 | 0.00% | 00.0% | 不變 |
| Tradewinds Capital Management, LLC | 200 | $970 | 0.00% | 00.0% | 不變 |
| Loomis Sayles & Co L P | 204 | $1,000 | 0.00% | −1,206−85.5% | 減碼 |
| Ci Investments Inc. | 129 | $1,000 | 0.00% | +10+8.4% | 加碼 |
| Baystate Wealth Management LLC | 300 | $1,455 | 0.00% | 00.0% | 不變 |
| Oliver Lagore Vanvalin Investment Group | 337 | $1,633 | 0.00% | −1,759−83.9% | 減碼 |
| Coppell Advisory Solutions LLC | 531 | $1,758 | 0.00% | +106+24.9% | 加碼 |
| Plante Moran Financial Advisors, LLC | 408 | $1,979 | 0.00% | 00.0% | 不變 |
| C M Bidwell & Associates Ltd | 432 | $2,095 | 0.00% | +432 | 新進 |
| Cedar Mountain Advisors, LLC | 450 | $2,183 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 603 | $2,923 | 0.00% | +11+1.9% | 加碼 |
| JPMorgan Chase & Co | 613 | $2,973 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 731 | $3,545 | 0.00% | +113+18.3% | 加碼 |
| Harvest Fund Management Co., Ltd | 910 | $4,000 | 0.00% | −218−19.3% | 減碼 |
| Sunbelt Securities, Inc. | 948 | $4,598 | 0.00% | +18+1.9% | 加碼 |
| Spire Wealth Management | 1,000 | $4,850 | 0.00% | 00.0% | 不變 |
| Stephens Consulting, LLC | 1,000 | $4,850 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 1,133 | $5,000 | 0.00% | 00.0% | 不變 |
| GWM Advisors LLC | 1,060 | $5,141 | 0.00% | 00.0% | 不變 |
| DHJJ Financial Advisors, Ltd. | 1,064 | $5,160 | 0.00% | +1,064 | 新進 |
| American International Group, Inc. | 1,079 | $5,233 | 0.00% | −70−6.1% | 減碼 |
| Northwestern Mutual Wealth Management Co | 1,191 | $5,776 | 0.00% | +1,191 | 新進 |
| Coston, McIsaac & Partners | 1,252 | $6,000 | 0.00% | +21+1.7% | 加碼 |
| American National Bank | 1,500 | $7,275 | 0.00% | 00.0% | 不變 |
| VisionPoint Advisory Group, LLC | 1,600 | $7,760 | 0.00% | 00.0% | 不變 |
| Atlas Capital Advisors LLC | 1,737 | $8,424 | 0.00% | 00.0% | 不變 |
| Delta Asset Management LLC | 1,773 | $8,601 | 0.00% | +177+11.1% | 加碼 |
| Column Capital Advisors, LLC | 1,800 | $8,730 | 0.00% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 2,000 | $9,700 | 0.00% | −200−9.1% | 減碼 |
| Financial Connections Group, Inc. | 2,380 | $1.10 萬 | 0.01% | +41+1.8% | 加碼 |
| Allworth Financial LP | 2,315 | $1.12 萬 | 0.00% | +10.0% | 加碼 |
| Beaird Harris Wealth Management, LLC | 2,348 | $1.14 萬 | 0.00% | +44+1.9% | 加碼 |
| Hantz Financial Services, Inc. | 2,683 | $1.30 萬 | 0.00% | +11+0.4% | 加碼 |
| Signaturefd, LLC | 2,795 | $1.36 萬 | 0.00% | +774+38.3% | 加碼 |
| Cutler Group LP | 3,178 | $1.50 萬 | 0.00% | +3,178 | 新進 |
| MetLife Investment Management | 3,222 | $1.56 萬 | 0.00% | +3+0.1% | 加碼 |
| Clear Street Markets LLC | 3,400 | $1.60 萬 | 0.01% | −100−2.9% | 減碼 |
| Dorsey Wright & Associates | 3,544 | $1.72 萬 | 0.01% | −122−3.3% | 減碼 |
| Tower Research Capital LLC (TRC) | 4,280 | $2.08 萬 | 0.00% | +2,201+105.9% | 加碼 |
| Quadrant Capital Group LLC | 4,681 | $2.27 萬 | 0.00% | +249+5.6% | 加碼 |
| IFP Advisors, Inc | 4,888 | $2.37 萬 | 0.00% | +4,888 | 新進 |
| US Bancorp | 5,003 | $2.43 萬 | 0.00% | −1,011−16.8% | 減碼 |
| Parallel Advisors, LLC | 6,806 | $3.30 萬 | 0.00% | +188+2.8% | 加碼 |
| Comerica Bank | 8,193 | $3.97 萬 | 0.00% | +8,193 | 新進 |
| Quent Capital, LLC | 8,388 | $4.07 萬 | 0.01% | 00.0% | 不變 |
| Financial Counselors Inc | 10,000 | $4.85 萬 | 0.00% | −2,626−20.8% | 減碼 |
| Ieq Capital, LLC | 10,360 | $5.02 萬 | 0.00% | −80−0.8% | 減碼 |
| State of Wisconsin Investment Board | 10,782 | $5.23 萬 | 0.00% | +10,782 | 新進 |
| Wolverine Trading, LLC | 10,996 | $5.33 萬 | 0.00% | −9,722−46.9% | 減碼 |
| Good Life Advisors, LLC | 11,000 | $5.34 萬 | 0.01% | +11,000 | 新進 |
| Kestra Private Wealth Services, LLC | 11,274 | $5.47 萬 | 0.00% | +114+1.0% | 加碼 |
| JustInvest LLC | 11,337 | $5.50 萬 | 0.00% | −2,023−15.1% | 減碼 |
| State of Wyoming | 12,077 | $5.86 萬 | 0.01% | −3,939−24.6% | 減碼 |
| Newbridge Financial Services Group, Inc. | 12,100 | $5.87 萬 | 0.03% | +12,000+12,000.0% | 加碼 |
| Principal Financial Group Inc | 12,566 | $6.09 萬 | 0.00% | +390+3.2% | 加碼 |
| Royal Bank of Canada | 12,554 | $6.10 萬 | 0.00% | −251−2.0% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,679 | $6.63 萬 | 0.00% | 00.0% | 不變 |
| Commerce Bank | 14,301 | $6.94 萬 | 0.00% | 00.0% | 不變 |
| Jump Financial, LLC | 15,000 | $7.28 萬 | 0.00% | −13,000−46.4% | 減碼 |
| Jane Street Group, LLC | 15,103 | $7.33 萬 | 0.00% | −90,703−85.7% | 減碼 |
| Advisor Group Holdings, Inc. | 15,118 | $7.33 萬 | 0.00% | +341+2.3% | 加碼 |
| Evergreen Capital Management LLC | 15,482 | $7.66 萬 | 0.00% | 00.0% | 不變 |
| Glassman Wealth Services | 16,583 | $8.04 萬 | 0.01% | +16,583 | 新進 |
| DDFG, Inc | 17,432 | $8.45 萬 | 0.03% | +330+1.9% | 加碼 |
| Wellington Management Group LLP | 17,997 | $8.73 萬 | 0.00% | +17,997 | 新進 |
| D. E. Shaw & Co., Inc. | 18,419 | $8.93 萬 | 0.00% | −18,586−50.2% | 減碼 |
| Raymond James & Associates | 18,658 | $9.05 萬 | 0.00% | +785+4.4% | 加碼 |
| Fidelis Capital Partners, LLC | 19,377 | $9.40 萬 | 0.03% | +1,302+7.2% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 20,298 | $9.84 萬 | 0.02% | −767−3.6% | 減碼 |
| Cetera Investment Advisers | 21,000 | $10.2 萬 | 0.00% | −150−0.7% | 減碼 |
| Voya Investment Management LLC | 22,564 | $10.9 萬 | 0.00% | −469−2.0% | 減碼 |
| Millennium Management LLC | 23,186 | $11.2 萬 | 0.00% | −110,692−82.7% | 減碼 |
| Pitcairn Co | 24,814 | $12.0 萬 | 0.01% | +979+4.1% | 加碼 |
| Arizona State Retirement System | 25,183 | $12.2 萬 | 0.00% | +340+1.4% | 加碼 |
| Sawtooth Solutions, LLC | 25,253 | $12.2 萬 | 0.00% | −2,976−10.5% | 減碼 |
| Bleakley Financial Group, LLC | 25,253 | $12.2 萬 | 0.00% | −2,976−10.5% | 減碼 |
| LJI Wealth Management, LLC | 25,560 | $12.4 萬 | 0.04% | −1,200−4.5% | 減碼 |
| Fortem Financial Group, LLC | 26,000 | $12.6 萬 | 0.07% | +26,000 | 新進 |
| State Board of Administration of Florida Retirement System | 26,720 | $13.0 萬 | 0.00% | +140+0.5% | 加碼 |
| Amalgamated Bank | 27,489 | $13.3 萬 | 0.00% | +12,786+87.0% | 加碼 |
| Cetera Advisor Networks LLC | 28,905 | $14.0 萬 | 0.00% | −59,063−67.1% | 減碼 |
| Arkadios Wealth Advisors | 29,041 | $14.1 萬 | 0.01% | +29,041 | 新進 |
| Taylor & Morgan Wealth Management, LLC | 29,558 | $14.3 萬 | 0.13% | +510+1.8% | 加碼 |
| Prelude Capital Management, LLC | 30,102 | $14.6 萬 | 0.01% | +30,102 | 新進 |
| Keebeck Alpha, LP | 30,102 | $14.6 萬 | 0.14% | +30,102 | 新進 |
| Procyon Private Wealth Partners, LLC | 30,695 | $14.9 萬 | 0.02% | +10,010+48.4% | 加碼 |
| Axq Capital, LP | 30,743 | $14.9 萬 | 0.05% | +30,743 | 新進 |
| Dark Forest Capital Management LP | 30,993 | $15.0 萬 | 0.01% | +30,993 | 新進 |
| Barclays PLC | 31,422 | $15.2 萬 | 0.00% | −52,511−62.6% | 減碼 |
| Russell Investments Group, Ltd. | 35,744 | $17.3 萬 | 0.00% | −83−0.2% | 減碼 |
| Public Employees Retirement System of Ohio | 37,804 | $18.3 萬 | 0.00% | −4,188−10.0% | 減碼 |
| Citigroup Inc | 37,986 | $18.4 萬 | 0.00% | −3,018−7.4% | 減碼 |
| Quantbot Technologies LP | 38,266 | $18.6 萬 | 0.01% | +6,408+20.1% | 加碼 |
| Janus Henderson Group PLC | 39,316 | $19.1 萬 | 0.00% | +40.0% | 加碼 |