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 4 季 13F 持有人
UWM Holdings Corp 在 2023/12/31 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
- 183
- 較 2023 年第 3 季 +20 家
- 持有股數
- 4,732 萬
- 較 2023 年第 3 季 +465.6 萬 (+10.9%)
- 總市值
- $3.38 億
- 較 2023 年第 3 季 +$1.31 億 (+63.5%)
- 新進機構
- 39
- 另有 75 家加碼
- 清倉機構
- 19
- 另有 49 家減碼
另有 2 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| PrairieView Partners, LLC | 10 | $0 | 0.00% | 00.0% | 不變 |
| MV Capital Management, Inc. | 2 | $15 | 0.00% | +2 | 新進 |
| Larson Financial Group LLC | 15 | $107 | 0.00% | +15 | 新進 |
| Citadel Advisors LLC | 57 | $408 | 0.00% | −277,600−100.0% | 減碼 |
| Optimum Investment Advisors | 123 | $878 | 0.00% | +3+2.5% | 加碼 |
| Clearstead Advisors, LLC | 134 | $958 | 0.00% | +3+2.3% | 加碼 |
| Farther Finance Advisors, LLC | 135 | $965 | 0.00% | +135 | 新進 |
| Ci Investments Inc. | 130 | $1,000 | 0.00% | +1+0.8% | 加碼 |
| JPMorgan Chase & Co | 144 | $1,044 | 0.00% | −469−76.5% | 減碼 |
| Trust Co of Vermont | 190 | $1,359 | 0.00% | 00.0% | 不變 |
| Tradewinds Capital Management, LLC | 200 | $1,430 | 0.00% | 00.0% | 不變 |
| Comerica Bank | 270 | $1,930 | 0.00% | −7,923−96.7% | 減碼 |
| Parkside Financial Bank & Trust | 292 | $2,088 | 0.00% | +292 | 新進 |
| Baystate Wealth Management LLC | 300 | $2,145 | 0.00% | 00.0% | 不變 |
| Advisory Services Network, LLC | 300 | $2,145 | 0.00% | +300 | 新進 |
| Arlington Trust Co LLC | 334 | $2,388 | 0.00% | +334 | 新進 |
| Oliver Lagore Vanvalin Investment Group | 343 | $2,456 | 0.00% | +6+1.8% | 加碼 |
| Plante Moran Financial Advisors, LLC | 408 | $2,917 | 0.00% | 00.0% | 不變 |
| C M Bidwell & Associates Ltd | 432 | $3,089 | 0.00% | 00.0% | 不變 |
| Cedar Mountain Advisors, LLC | 450 | $3,218 | 0.00% | 00.0% | 不變 |
| Loomis Sayles & Co L P | 564 | $4,000 | 0.00% | +360+176.5% | 加碼 |
| Beaird Harris Wealth Management, LLC | 595 | $4,257 | 0.00% | −1,753−74.7% | 減碼 |
| Steward Partners Investment Advisory, LLC | 614 | $4,392 | 0.00% | +11+1.8% | 加碼 |
| CWM, LLC | 633 | $5,000 | 0.00% | −500−44.1% | 減碼 |
| Fortitude Family Office, LLC | 774 | $5,534 | 0.00% | +774 | 新進 |
| Clear Street Markets LLC | 900 | $6,000 | 0.00% | −2,500−73.5% | 減碼 |
| Spire Wealth Management | 1,000 | $6,350 | 0.00% | 00.0% | 不變 |
| Voisard Asset Management Group, Inc. | 955 | $6,829 | 0.00% | +955 | 新進 |
| Sunbelt Securities, Inc. | 967 | $6,914 | 0.00% | +19+2.0% | 加碼 |
| Stephens Consulting, LLC | 1,000 | $7,150 | 0.00% | 00.0% | 不變 |
| American International Group, Inc. | 1,052 | $7,522 | 0.00% | −27−2.5% | 減碼 |
| Russell Investments Group, Ltd. | 1,066 | $7,622 | 0.00% | −34,678−97.0% | 減碼 |
| DHJJ Financial Advisors, Ltd. | 1,084 | $7,753 | 0.00% | +20+1.9% | 加碼 |
| Lindbrook Capital, LLC | 1,226 | $8,766 | 0.00% | +495+67.7% | 加碼 |
| Coston, McIsaac & Partners | 1,276 | $9,000 | 0.00% | +24+1.9% | 加碼 |
| Ronald Blue Trust, Inc. | 1,812 | $9,000 | 0.00% | +1,812 | 新進 |
| GAMMA Investing LLC | 1,353 | $9,065 | 0.00% | +1,353 | 新進 |
| CVA Family Office, LLC | 1,300 | $9,295 | 0.00% | +1,300 | 新進 |
| GWM Advisors LLC | 1,340 | $9,581 | 0.00% | +280+26.4% | 加碼 |
| American National Bank | 1,500 | $1.07 萬 | 0.00% | 00.0% | 不變 |
| VisionPoint Advisory Group, LLC | 1,600 | $1.14 萬 | 0.00% | 00.0% | 不變 |
| Atlas Capital Advisors LLC | 1,737 | $1.24 萬 | 0.00% | 00.0% | 不變 |
| Delta Asset Management LLC | 1,908 | $1.36 萬 | 0.00% | +135+7.6% | 加碼 |
| Federation des caisses Desjardins du Quebec | 2,000 | $1.43 萬 | 0.00% | 00.0% | 不變 |
| Deutsche Bank AG | 2,228 | $1.59 萬 | 0.00% | +2,228 | 新進 |
| Coppell Advisory Solutions LLC | 2,357 | $1.69 萬 | 0.00% | +1,826+343.9% | 加碼 |
| Financial Connections Group, Inc. | 2,426 | $1.70 萬 | 0.01% | +46+1.9% | 加碼 |
| Allworth Financial LP | 2,567 | $1.84 萬 | 0.00% | +252+10.9% | 加碼 |
| Hantz Financial Services, Inc. | 2,697 | $1.90 萬 | 0.00% | +14+0.5% | 加碼 |
| Cutler Group LP | 2,851 | $2.00 萬 | 0.00% | −327−10.3% | 減碼 |
| MetLife Investment Management | 3,173 | $2.27 萬 | 0.00% | −49−1.5% | 減碼 |
| Signaturefd, LLC | 3,261 | $2.33 萬 | 0.00% | +466+16.7% | 加碼 |
| IFP Advisors, Inc | 3,788 | $2.71 萬 | 0.00% | −1,100−22.5% | 減碼 |
| US Bancorp | 4,575 | $3.27 萬 | 0.00% | −428−8.6% | 減碼 |
| Newbridge Financial Services Group, Inc. | 7,200 | $5.15 萬 | 0.03% | −4,900−40.5% | 減碼 |
| Quadrant Capital Group LLC | 7,633 | $5.46 萬 | 0.00% | +2,952+63.1% | 加碼 |
| Parallel Advisors, LLC | 9,820 | $7.02 萬 | 0.00% | +3,014+44.3% | 加碼 |
| Financial Counselors Inc | 10,000 | $7.15 萬 | 0.00% | 00.0% | 不變 |
| Two Sigma Securities, LLC | 10,035 | $7.17 萬 | 0.00% | +10,035 | 新進 |
| Good Life Advisors, LLC | 10,334 | $7.39 萬 | 0.01% | −666−6.1% | 減碼 |
| Ieq Capital, LLC | 10,360 | $7.41 萬 | 0.00% | 00.0% | 不變 |
| Ameriprise Financial Inc | 10,315 | $7.46 萬 | 0.00% | −31,137−75.1% | 減碼 |
| HB Wealth Management, LLC | 10,438 | $7.46 萬 | 0.00% | +10,438 | 新進 |
| Alpine Global Management, LLC | 10,604 | $7.58 萬 | 0.02% | +10,604 | 新進 |
| JustInvest LLC | 10,979 | $7.85 萬 | 0.00% | −358−3.2% | 減碼 |
| Creative Planning | 11,605 | $8.30 萬 | 0.00% | +11,605 | 新進 |
| Tower Research Capital LLC (TRC) | 12,052 | $8.62 萬 | 0.00% | +7,772+181.6% | 加碼 |
| MQS Management LLC | 12,474 | $8.92 萬 | 0.05% | +12,474 | 新進 |
| Global Retirement Partners, LLC | 15,000 | $9.38 萬 | 0.00% | +15,000 | 新進 |
| Quent Capital, LLC | 13,401 | $9.58 萬 | 0.01% | +5,013+59.8% | 加碼 |
| Cetera Investment Advisers | 14,000 | $10.0 萬 | 0.00% | −7,000−33.3% | 減碼 |
| Counterpoint Mutual Funds LLC | 14,218 | $10.2 萬 | 0.04% | +14,218 | 新進 |
| Commerce Bank | 14,301 | $10.2 萬 | 0.00% | 00.0% | 不變 |
| Wedmont Private Capital | 15,494 | $10.4 萬 | 0.01% | +15,494 | 新進 |
| Royal Bank of Canada | 14,820 | $10.7 萬 | 0.00% | +2,266+18.1% | 加碼 |
| Evergreen Capital Management LLC | 15,458 | $11.2 萬 | 0.00% | −24−0.2% | 減碼 |
| Glassman Wealth Services | 16,583 | $11.9 萬 | 0.02% | 00.0% | 不變 |
| Oracle Alpha Inc. | 16,738 | $12.0 萬 | 0.15% | +16,738 | 新進 |
| DDFG, Inc | 17,781 | $12.7 萬 | 0.04% | +349+2.0% | 加碼 |
| SG Americas Securities, LLC | 18,066 | $12.9 萬 | 0.00% | +18,066 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,158 | $13.0 萬 | 0.00% | +4,479+32.7% | 加碼 |
| Susquehanna International Group, LLP | 18,240 | $13.0 萬 | 0.00% | −53,003−74.4% | 減碼 |
| Fidelis Capital Partners, LLC | 18,564 | $13.3 萬 | 0.03% | −813−4.2% | 減碼 |
| Raymond James & Associates | 19,140 | $13.7 萬 | 0.00% | +482+2.6% | 加碼 |
| Harvest Fund Management Co., Ltd | 19,870 | $14.2 萬 | 0.02% | +18,960+2,083.5% | 加碼 |
| Pitcairn Co | 20,818 | $14.9 萬 | 0.01% | −3,996−16.1% | 減碼 |
| Susquehanna Portfolio Strategies, LLC | 21,032 | $15.0 萬 | 0.00% | +21,032 | 新進 |
| Advisor Group Holdings, Inc. | 21,736 | $15.5 萬 | 0.00% | +6,618+43.8% | 加碼 |
| Voya Investment Management LLC | 22,130 | $15.8 萬 | 0.00% | −434−1.9% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 22,438 | $16.0 萬 | 0.03% | +2,140+10.5% | 加碼 |
| LJI Wealth Management, LLC | 23,160 | $16.6 萬 | 0.04% | −2,400−9.4% | 減碼 |
| Quadrature Capital Ltd | 24,417 | $17.4 萬 | 0.00% | +24,417 | 新進 |
| Arizona State Retirement System | 24,729 | $17.7 萬 | 0.00% | −454−1.8% | 減碼 |
| EntryPoint Capital, LLC | 24,730 | $17.7 萬 | 0.17% | +24,730 | 新進 |
| Fortem Financial Group, LLC | 24,800 | $17.7 萬 | 0.09% | −1,200−4.6% | 減碼 |
| Sawtooth Solutions, LLC | 25,603 | $18.3 萬 | 0.01% | +350+1.4% | 加碼 |
| Bleakley Financial Group, LLC | 25,603 | $18.3 萬 | 0.01% | +350+1.4% | 加碼 |
| State Board of Administration of Florida Retirement System | 26,720 | $19.1 萬 | 0.00% | 00.0% | 不變 |
| Greenland Capital Management LP | 27,000 | $19.3 萬 | 0.03% | +27,000 | 新進 |
| Arkadios Wealth Advisors | 27,641 | $19.8 萬 | 0.02% | −1,400−4.8% | 減碼 |