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。
2024 年第 1 季 13F 持有人
UWM Holdings Corp 在 2024/3/31 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
- 183
- 較 2023 年第 4 季 +4 家
- 持有股數
- 4,995 萬
- 較 2023 年第 4 季 +269.4 萬 (+5.7%)
- 總市值
- $3.63 億
- 較 2023 年第 4 季 +$2,472 萬 (+7.3%)
- 新進機構
- 32
- 另有 75 家加碼
- 清倉機構
- 28
- 另有 49 家減碼
另有 4 家機構在 2023 年第 4 季持有、還沒有申報 2024 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 |
2024 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 2023 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| CoreCap Advisors, LLC | 10 | $73 | 0.00% | +10 | 新進 |
| EverSource Wealth Advisors, LLC | 89 | $561 | 0.00% | +89 | 新進 |
| Nemes Rush Group LLC | 84 | $610 | 0.00% | +84 | 新進 |
| Mather Group, LLC. | 86 | $615 | 0.00% | +86 | 新進 |
| Continuum Advisory, LLC | 118 | $886 | 0.00% | +118 | 新進 |
| Clearstead Advisors, LLC | 138 | $960 | 0.00% | +4+3.0% | 加碼 |
| Ci Investments Inc. | 166 | $1,000 | 0.00% | +36+27.7% | 加碼 |
| Trust Co of Vermont | 190 | $1,379 | 0.00% | 00.0% | 不變 |
| Newbridge Financial Services Group, Inc. | 200 | $1,452 | 0.00% | −7,000−97.2% | 減碼 |
| Tradewinds Capital Management, LLC | 200 | $1,452 | 0.00% | 00.0% | 不變 |
| Cornerstone Planning Group LLC | 216 | $1,469 | 0.00% | +216 | 新進 |
| Comerica Bank | 270 | $1,960 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 292 | $2,120 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 385 | $2,526 | 0.00% | +250+185.2% | 加碼 |
| Plante Moran Financial Advisors, LLC | 408 | $2,962 | 0.00% | 00.0% | 不變 |
| Cedar Mountain Advisors, LLC | 450 | $3,267 | 0.00% | 00.0% | 不變 |
| Global Financial Private Client, LLC | 502 | $3,293 | 0.00% | +502 | 新進 |
| Northwestern Mutual Wealth Management Co | 504 | $3,659 | 0.00% | +504 | 新進 |
| Oliver Lagore Vanvalin Investment Group | 549 | $3,983 | 0.00% | +206+60.1% | 加碼 |
| Steward Partners Investment Advisory, LLC | 624 | $4,527 | 0.00% | +10+1.6% | 加碼 |
| Beaird Harris Wealth Management, LLC | 631 | $4,582 | 0.00% | +36+6.1% | 加碼 |
| Fortitude Family Office, LLC | 774 | $5,619 | 0.00% | 00.0% | 不變 |
| Voisard Asset Management Group, Inc. | 955 | $6,934 | 0.00% | 00.0% | 不變 |
| Sunbelt Securities, Inc. | 981 | $7,125 | 0.00% | +14+1.4% | 加碼 |
| Stephens Consulting, LLC | 1,000 | $7,260 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 1,000 | $7,260 | 0.00% | 00.0% | 不變 |
| American International Group, Inc. | 1,045 | $7,587 | 0.00% | −7−0.7% | 減碼 |
| DHJJ Financial Advisors, Ltd. | 1,101 | $7,992 | 0.00% | +17+1.6% | 加碼 |
| Coston, McIsaac & Partners | 1,295 | $9,000 | 0.00% | +19+1.5% | 加碼 |
| Lindbrook Capital, LLC | 1,275 | $9,257 | 0.00% | +49+4.0% | 加碼 |
| CVA Family Office, LLC | 1,300 | $9,438 | 0.00% | 00.0% | 不變 |
| GWM Advisors LLC | 1,340 | $9,729 | 0.00% | 00.0% | 不變 |
| GAMMA Investing LLC | 1,438 | $1.04 萬 | 0.00% | +85+6.3% | 加碼 |
| American National Bank | 1,500 | $1.09 萬 | 0.00% | 00.0% | 不變 |
| Russell Investments Group, Ltd. | 1,558 | $1.13 萬 | 0.00% | +492+46.2% | 加碼 |
| VisionPoint Advisory Group, LLC | 1,600 | $1.16 萬 | 0.00% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 2,000 | $1.45 萬 | 0.00% | 00.0% | 不變 |
| Delta Asset Management LLC | 2,001 | $1.45 萬 | 0.00% | +93+4.9% | 加碼 |
| Deutsche Bank AG | 2,228 | $1.62 萬 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 2,318 | $1.68 萬 | 0.00% | −249−9.7% | 減碼 |
| Cutler Group LP | 2,551 | $1.80 萬 | 0.01% | −300−10.5% | 減碼 |
| Financial Connections Group, Inc. | 2,463 | $1.80 萬 | 0.02% | +37+1.5% | 加碼 |
| Hantz Financial Services, Inc. | 2,707 | $2.00 萬 | 0.00% | +10+0.4% | 加碼 |
| CIBC Private Wealth Group, LLC | 3,101 | $2.03 萬 | 0.00% | +3,101 | 新進 |
| Catalyst Funds Management Pty Ltd | 3,100 | $2.25 萬 | 0.01% | +3,100 | 新進 |
| MetLife Investment Management | 3,182 | $2.31 萬 | 0.00% | +9+0.3% | 加碼 |
| CWM, LLC | 3,294 | $2.40 萬 | 0.00% | +2,661+420.4% | 加碼 |
| ORG Partners LLC | 4,047 | $2.65 萬 | 0.05% | +4,047 | 新進 |
| IFP Advisors, Inc | 3,788 | $2.75 萬 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 4,275 | $3.10 萬 | 0.00% | +1,014+31.1% | 加碼 |
| US Bancorp | 4,575 | $3.32 萬 | 0.00% | 00.0% | 不變 |
| Atlas Capital Advisors LLC | 5,046 | $3.66 萬 | 0.01% | +3,309+190.5% | 加碼 |
| State of Wyoming | 5,919 | $4.30 萬 | 0.01% | −23,410−79.8% | 減碼 |
| Harvest Fund Management Co., Ltd | 7,165 | $5.20 萬 | 0.00% | −12,705−63.9% | 減碼 |
| Quadrant Capital Group LLC | 7,303 | $5.30 萬 | 0.00% | −330−4.3% | 減碼 |
| Parallel Advisors, LLC | 9,735 | $7.07 萬 | 0.00% | −85−0.9% | 減碼 |
| Financial Counselors Inc | 10,000 | $7.26 萬 | 0.00% | 00.0% | 不變 |
| Pathstone Holdings, LLC | 10,155 | $7.37 萬 | 0.00% | +10,155 | 新進 |
| JustInvest LLC | 10,209 | $7.41 萬 | 0.00% | −770−7.0% | 減碼 |
| Ieq Capital, LLC | 10,360 | $7.52 萬 | 0.00% | 00.0% | 不變 |
| HB Wealth Management, LLC | 10,442 | $7.58 萬 | 0.00% | +40.0% | 加碼 |
| Good Life Advisors, LLC | 10,565 | $7.67 萬 | 0.01% | +231+2.2% | 加碼 |
| McAdam, LLC | 10,963 | $7.96 萬 | 0.01% | +10,963 | 新進 |
| Creative Planning | 12,807 | $9.30 萬 | 0.00% | +1,202+10.4% | 加碼 |
| SG Americas Securities, LLC | 13,011 | $9.40 萬 | 0.00% | −5,055−28.0% | 減碼 |
| Wedmont Private Capital | 14,003 | $9.47 萬 | 0.01% | −1,491−9.6% | 減碼 |
| Wolverine Trading, LLC | 13,318 | $9.67 萬 | 0.00% | +13,318 | 新進 |
| Tower Research Capital LLC (TRC) | 13,324 | $9.67 萬 | 0.00% | +1,272+10.6% | 加碼 |
| Quent Capital, LLC | 13,432 | $9.75 萬 | 0.01% | +31+0.2% | 加碼 |
| Commerce Bank | 14,301 | $10.4 萬 | 0.00% | 00.0% | 不變 |
| Pitcairn Co | 14,777 | $10.7 萬 | 0.01% | −6,041−29.0% | 減碼 |
| Gsa Capital Partners LLP | 15,100 | $11.0 萬 | 0.01% | −68,715−82.0% | 減碼 |
| Global Retirement Partners, LLC | 15,180 | $11.0 萬 | 0.00% | +180+1.2% | 加碼 |
| Evergreen Capital Management LLC | 15,613 | $11.5 萬 | 0.00% | +155+1.0% | 加碼 |
| Royal Bank of Canada | 16,740 | $12.2 萬 | 0.00% | +1,920+13.0% | 加碼 |
| Arkadios Wealth Advisors | 17,141 | $12.4 萬 | 0.01% | −10,500−38.0% | 減碼 |
| Raymond James & Associates | 17,238 | $12.5 萬 | 0.00% | −1,902−9.9% | 減碼 |
| DDFG, Inc | 18,046 | $13.1 萬 | 0.04% | +265+1.5% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,158 | $13.2 萬 | 0.00% | 00.0% | 不變 |
| Amalgamated Bank | 18,133 | $13.2 萬 | 0.00% | −9,581−34.6% | 減碼 |
| Fidelis Capital Partners, LLC | 18,592 | $13.5 萬 | 0.02% | +28+0.2% | 加碼 |
| Barclays PLC | 19,929 | $14.5 萬 | 0.00% | −12,118−37.8% | 減碼 |
| Voya Investment Management LLC | 21,141 | $15.3 萬 | 0.00% | −989−4.5% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 22,510 | $16.3 萬 | 0.03% | +72+0.3% | 加碼 |
| Mercer Global Advisors Inc | 22,766 | $16.5 萬 | 0.00% | −34,804−60.5% | 減碼 |
| Commonwealth Equity Services, LLC | 23,360 | $17.0 萬 | 0.00% | −24,873−51.6% | 減碼 |
| GTS Securities LLC | 23,496 | $17.1 萬 | 0.00% | −23,066−49.5% | 減碼 |
| Sigma Planning Corp | 24,444 | $17.7 萬 | 0.01% | +24,444 | 新進 |
| Arizona State Retirement System | 24,451 | $17.8 萬 | 0.00% | −278−1.1% | 減碼 |
| Fortem Financial Group, LLC | 25,625 | $18.6 萬 | 0.08% | +825+3.3% | 加碼 |
| Truist Financial Corp | 25,661 | $18.6 萬 | 0.00% | −156,326−85.9% | 減碼 |
| Private Advisor Group, LLC | 25,971 | $18.9 萬 | 0.00% | −30,793−54.2% | 減碼 |
| Two Sigma Securities, LLC | 27,793 | $20.2 萬 | 0.01% | +17,758+177.0% | 加碼 |
| Prana Capital Management, LP | 28,345 | $20.6 萬 | 0.01% | +28,345 | 新進 |
| Cetera Investment Advisers | 28,925 | $21.0 萬 | 0.00% | +14,925+106.6% | 加碼 |
| Bleakley Financial Group, LLC | 30,215 | $21.9 萬 | 0.01% | +4,612+18.0% | 加碼 |
| Simplicity Wealth,LLC | 30,215 | $21.9 萬 | 0.01% | +30,215 | 新進 |
| Procyon Private Wealth Partners, LLC | 30,424 | $22.1 萬 | 0.02% | −283−0.9% | 減碼 |
| Taylor & Morgan Wealth Management, LLC | 30,584 | $22.2 萬 | 0.16% | +455+1.5% | 加碼 |
| Advisor Group Holdings, Inc. | 30,863 | $22.4 萬 | 0.00% | +9,127+42.0% | 加碼 |