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 2 季 13F 持有人
UWM Holdings Corp 在 2024/6/30 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
- 192
- 較 2024 年第 1 季 +12 家
- 持有股數
- 5,351 萬
- 較 2024 年第 1 季 +370.1 萬 (+7.4%)
- 總市值
- $3.71 億
- 較 2024 年第 1 季 +$936.2 萬 (+2.6%)
- 新進機構
- 32
- 另有 68 家加碼
- 清倉機構
- 20
- 另有 60 家減碼
另有 3 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 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 2024 年第 1 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 | $14 | 0.00% | +2 | 新進 |
| CoreCap Advisors, LLC | 10 | $69 | 0.00% | 00.0% | 不變 |
| Delos Wealth Advisors, LLC | 10 | $70 | 0.00% | +10 | 新進 |
| Mather Group, LLC. | 86 | $624 | 0.00% | 00.0% | 不變 |
| Continuum Advisory, LLC | 118 | $818 | 0.00% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 138 | $957 | 0.00% | 00.0% | 不變 |
| Ci Investments Inc. | 158 | $1,000 | 0.00% | −8−4.8% | 減碼 |
| Trust Co of Vermont | 190 | $1,317 | 0.00% | 00.0% | 不變 |
| Ashton Thomas Private Wealth, LLC | 190 | $1,317 | 0.00% | +190 | 新進 |
| Tradewinds Capital Management, LLC | 200 | $1,386 | 0.00% | 00.0% | 不變 |
| Newbridge Financial Services Group, Inc. | 200 | $1,386 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 206 | $1,730 | 0.00% | +117+131.5% | 加碼 |
| Comerica Bank | 270 | $1,871 | 0.00% | 00.0% | 不變 |
| Cornerstone Planning Group LLC | 216 | $1,888 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 292 | $2,024 | 0.00% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 362 | $2,509 | 0.00% | +362 | 新進 |
| Farther Finance Advisors, LLC | 456 | $3,078 | 0.00% | +71+18.4% | 加碼 |
| Cedar Mountain Advisors, LLC | 450 | $3,119 | 0.00% | 00.0% | 不變 |
| Global Financial Private Client, LLC | 502 | $3,479 | 0.00% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 577 | $3,999 | 0.00% | +577 | 新進 |
| Steward Partners Investment Advisory, LLC | 633 | $4,390 | 0.00% | +9+1.4% | 加碼 |
| Fortitude Family Office, LLC | 774 | $5,364 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 719 | $5,665 | 0.00% | −1,599−69.0% | 減碼 |
| Voisard Asset Management Group, Inc. | 955 | $6,619 | 0.00% | 00.0% | 不變 |
| Sunbelt Securities, Inc. | 997 | $6,906 | 0.00% | +16+1.6% | 加碼 |
| Spire Wealth Management | 1,000 | $6,930 | 0.00% | 00.0% | 不變 |
| Stephens Consulting, LLC | 1,000 | $6,930 | 0.00% | 00.0% | 不變 |
| DHJJ Financial Advisors, Ltd. | 1,118 | $7,748 | 0.00% | +17+1.5% | 加碼 |
| Coston, McIsaac & Partners | 1,316 | $9,000 | 0.00% | +21+1.6% | 加碼 |
| CVA Family Office, LLC | 1,300 | $9,009 | 0.00% | 00.0% | 不變 |
| GWM Advisors LLC | 1,340 | $9,286 | 0.00% | 00.0% | 不變 |
| Principal Securities, Inc. | 1,386 | $9,605 | 0.00% | +1,386 | 新進 |
| American National Bank | 1,500 | $1.04 萬 | 0.00% | 00.0% | 不變 |
| Corebridge Financial, Inc. | 1,516 | $1.05 萬 | 0.00% | +1,516 | 新進 |
| Tower Research Capital LLC (TRC) | 1,550 | $1.07 萬 | 0.00% | −11,774−88.4% | 減碼 |
| VisionPoint Advisory Group, LLC | 1,600 | $1.11 萬 | 0.00% | 00.0% | 不變 |
| GAMMA Investing LLC | 1,807 | $1.25 萬 | 0.00% | +369+25.7% | 加碼 |
| Federation des caisses Desjardins du Quebec | 2,000 | $1.39 萬 | 0.00% | 00.0% | 不變 |
| Whittier Trust Co | 2,099 | $1.45 萬 | 0.00% | +2,099 | 新進 |
| Lindbrook Capital, LLC | 2,332 | $1.62 萬 | 0.00% | +1,057+82.9% | 加碼 |
| Coppell Advisory Solutions LLC | 2,357 | $1.63 萬 | 0.00% | +2,357 | 新進 |
| Financial Connections Group, Inc. | 2,501 | $1.70 萬 | 0.01% | +38+1.5% | 加碼 |
| Hantz Financial Services, Inc. | 2,653 | $1.80 萬 | 0.00% | −54−2.0% | 減碼 |
| CIBC Private Wealth Group, LLC | 3,101 | $2.05 萬 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 3,788 | $2.63 萬 | 0.00% | 00.0% | 不變 |
| Mirae Asset Global ETFs Holdings Ltd. | 3,963 | $2.75 萬 | 0.00% | +3,963 | 新進 |
| Barclays PLC | 4,443 | $3.08 萬 | 0.00% | −15,486−77.7% | 減碼 |
| US Bancorp | 4,535 | $3.14 萬 | 0.00% | −40−0.9% | 減碼 |
| MetLife Investment Management | 4,692 | $3.25 萬 | 0.00% | +1,510+47.5% | 加碼 |
| Atlas Capital Advisors LLC | 5,046 | $3.50 萬 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 5,380 | $3.73 萬 | 0.00% | +1,105+25.8% | 加碼 |
| Russell Investments Group, Ltd. | 6,363 | $4.41 萬 | 0.00% | +4,805+308.4% | 加碼 |
| CWM, LLC | 6,471 | $4.50 萬 | 0.00% | +3,177+96.4% | 加碼 |
| The PNC Financial Services Group, Inc. | 6,829 | $4.73 萬 | 0.00% | −359,543−98.1% | 減碼 |
| Quadrant Capital Group LLC | 6,843 | $4.74 萬 | 0.00% | −460−6.3% | 減碼 |
| International Assets Investment Management, LLC | 7,500 | $5.20 萬 | 0.00% | +7,500 | 新進 |
| Parallel Advisors, LLC | 9,495 | $6.58 萬 | 0.00% | −240−2.5% | 減碼 |
| Financial Counselors Inc | 10,000 | $6.93 萬 | 0.00% | 00.0% | 不變 |
| Good Life Advisors, LLC | 10,114 | $7.01 萬 | 0.01% | −451−4.3% | 減碼 |
| Pathstone Holdings, LLC | 10,214 | $7.08 萬 | 0.00% | +59+0.6% | 加碼 |
| Aquatic Capital Management LLC | 10,300 | $7.14 萬 | 0.00% | −30,100−74.5% | 減碼 |
| Ieq Capital, LLC | 10,360 | $7.18 萬 | 0.00% | 00.0% | 不變 |
| Plante Moran Financial Advisors, LLC | 10,408 | $7.21 萬 | 0.01% | +10,000+2,451.0% | 加碼 |
| Cerity Partners LLC | 10,523 | $7.29 萬 | 0.00% | +10,523 | 新進 |
| Walleye Capital LLC | 10,557 | $7.32 萬 | 0.00% | −46,309−81.4% | 減碼 |
| Advisory Services Network, LLC | 10,972 | $7.60 萬 | 0.00% | +10,972 | 新進 |
| Xponance, Inc. | 11,032 | $7.65 萬 | 0.00% | +11,032 | 新進 |
| JustInvest LLC | 11,222 | $7.78 萬 | 0.00% | +1,013+9.9% | 加碼 |
| Ameriprise Financial Inc | 11,332 | $7.91 萬 | 0.00% | −61,533−84.4% | 減碼 |
| HB Wealth Management, LLC | 11,524 | $7.99 萬 | 0.00% | +1,082+10.4% | 加碼 |
| Pitcairn Co | 12,073 | $8.37 萬 | 0.01% | −2,704−18.3% | 減碼 |
| Intech Investment Management LLC | 12,328 | $8.54 萬 | 0.00% | +12,328 | 新進 |
| McAdam, LLC | 12,721 | $8.82 萬 | 0.01% | +1,758+16.0% | 加碼 |
| GTS Securities LLC | 13,388 | $9.28 萬 | 0.00% | −10,108−43.0% | 減碼 |
| Frank, Rimerman Advisors LLC | 13,460 | $9.33 萬 | 0.01% | +13,460 | 新進 |
| Quent Capital, LLC | 13,466 | $9.33 萬 | 0.01% | +34+0.3% | 加碼 |
| Commerce Bank | 14,301 | $9.91 萬 | 0.00% | 00.0% | 不變 |
| Royal Bank of Canada | 14,715 | $10.1 萬 | 0.00% | −2,025−12.1% | 減碼 |
| LJI Wealth Management, LLC | 15,160 | $10.5 萬 | 0.02% | +15,160 | 新進 |
| Global Retirement Partners, LLC | 15,180 | $10.5 萬 | 0.00% | 00.0% | 不變 |
| Wolverine Trading, LLC | 15,332 | $10.6 萬 | 0.00% | +2,014+15.1% | 加碼 |
| Evergreen Capital Management LLC | 15,407 | $10.8 萬 | 0.00% | −206−1.3% | 減碼 |
| Simplex Trading, LLC | 16,471 | $11.4 萬 | 0.00% | +16,471 | 新進 |
| Arkadios Wealth Advisors | 16,641 | $11.5 萬 | 0.01% | −500−2.9% | 減碼 |
| Nebula Research & Development LLC | 16,849 | $11.7 萬 | 0.02% | +16,849 | 新進 |
| Numerai GP LLC | 16,940 | $11.7 萬 | 0.04% | +16,940 | 新進 |
| Ronald Blue Trust, Inc. | 16,450 | $11.9 萬 | 0.00% | +16,450 | 新進 |
| Amalgamated Bank | 17,291 | $12.0 萬 | 0.00% | −842−4.6% | 減碼 |
| Raymond James & Associates | 17,645 | $12.2 萬 | 0.00% | +407+2.4% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,158 | $12.6 萬 | 0.00% | 00.0% | 不變 |
| DDFG, Inc | 18,323 | $12.7 萬 | 0.04% | +277+1.5% | 加碼 |
| Commonwealth Equity Services, LLC | 19,769 | $13.7 萬 | 0.00% | −3,591−15.4% | 減碼 |
| Wedmont Private Capital | 18,150 | $13.9 萬 | 0.01% | +4,147+29.6% | 加碼 |
| Truist Financial Corp | 20,070 | $13.9 萬 | 0.00% | −5,591−21.8% | 減碼 |
| Envestnet Asset Management Inc | 20,551 | $14.2 萬 | 0.00% | +20,551 | 新進 |
| Fidelis Capital Partners, LLC | 18,548 | $15.2 萬 | 0.02% | −44−0.2% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 22,497 | $15.6 萬 | 0.02% | −13−0.1% | 減碼 |
| Price T Rowe Associates Inc | 22,821 | $15.9 萬 | 0.00% | −35,127−60.6% | 減碼 |
| Victory Capital Management Inc | 23,383 | $16.2 萬 | 0.00% | −785,016−97.1% | 減碼 |