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 3 季 13F 持有人
UWM Holdings Corp 在 2024/9/30 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
- 219
- 較 2024 年第 2 季 +29 家
- 持有股數
- 7,295 萬
- 較 2024 年第 2 季 +2,448 萬 (+50.5%)
- 總市值
- $6.21 億
- 較 2024 年第 2 季 +$2.85 億 (+84.8%)
- 新進機構
- 50
- 另有 84 家加碼
- 清倉機構
- 21
- 另有 52 家減碼
另有 2 家機構在 2024 年第 2 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 2 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 |
| Covestor Ltd | 1 | $0 | 0.00% | +1 | 新進 |
| Skopos Labs, Inc. | 1 | $9 | 0.00% | +1 | 新進 |
| Delos Wealth Advisors, LLC | 10 | $86 | 0.00% | 00.0% | 不變 |
| MV Capital Management, Inc. | 13 | $111 | 0.00% | +11+550.0% | 加碼 |
| True Wealth Design, LLC | 36 | $307 | 0.00% | +36 | 新進 |
| Nemes Rush Group LLC | 84 | $610 | 0.00% | +84 | 新進 |
| Continuum Advisory, LLC | 118 | $677 | 0.00% | 00.0% | 不變 |
| Mather Group, LLC. | 96 | $818 | 0.00% | +10+11.6% | 加碼 |
| Newbridge Financial Services Group, Inc. | 100 | $852 | 0.00% | −100−50.0% | 減碼 |
| Painted Porch Advisors LLC | 115 | $980 | 0.00% | +115 | 新進 |
| Smartleaf Asset Management LLC | 117 | $981 | 0.00% | +117 | 新進 |
| Ci Investments Inc. | 157 | $1,000 | 0.00% | −1−0.6% | 減碼 |
| Clearstead Advisors, LLC | 140 | $1,193 | 0.00% | +2+1.4% | 加碼 |
| Farther Finance Advisors, LLC | 156 | $1,329 | 0.00% | −300−65.8% | 減碼 |
| Cornerstone Planning Group LLC | 216 | $1,413 | 0.00% | 00.0% | 不變 |
| Comerica Bank | 270 | $2,300 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 292 | $2,488 | 0.00% | 00.0% | 不變 |
| Optiver Holding B.V. | 304 | $2,590 | 0.00% | +304 | 新進 |
| Capital Performance Advisors LLP | 308 | $2,624 | 0.00% | +308 | 新進 |
| SRS Capital Advisors, Inc. | 362 | $3,085 | 0.00% | 00.0% | 不變 |
| Aster Capital Management (DIFC) Ltd | 387 | $3,297 | 0.00% | +387 | 新進 |
| Cedar Mountain Advisors, LLC | 450 | $3,834 | 0.00% | 00.0% | 不變 |
| Global Financial Private Client, LLC | 502 | $4,277 | 0.00% | 00.0% | 不變 |
| Tradewinds Capital Management, LLC | 550 | $4,686 | 0.00% | +350+175.0% | 加碼 |
| EverSource Wealth Advisors, LLC | 582 | $4,959 | 0.00% | +376+182.5% | 加碼 |
| Steward Partners Investment Advisory, LLC | 642 | $5,474 | 0.00% | +9+1.4% | 加碼 |
| Fortitude Family Office, LLC | 774 | $6,594 | 0.00% | 00.0% | 不變 |
| nVerses Capital, LLC | 800 | $6,816 | 0.00% | +800 | 新進 |
| Voisard Asset Management Group, Inc. | 955 | $8,137 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 1,000 | $8,520 | 0.00% | 00.0% | 不變 |
| Stephens Consulting, LLC | 1,000 | $8,520 | 0.00% | 00.0% | 不變 |
| South State Corp. | 1,000 | $8,520 | 0.00% | +1,000 | 新進 |
| Sunbelt Securities, Inc. | 1,011 | $8,612 | 0.00% | +14+1.4% | 加碼 |
| DHJJ Financial Advisors, Ltd. | 1,133 | $9,655 | 0.00% | +15+1.3% | 加碼 |
| Coston, McIsaac & Partners | 1,333 | $1.10 萬 | 0.00% | +17+1.3% | 加碼 |
| Allworth Financial LP | 1,315 | $1.12 萬 | 0.00% | +596+82.9% | 加碼 |
| GWM Advisors LLC | 1,341 | $1.14 萬 | 0.00% | +1+0.1% | 加碼 |
| Principal Securities, Inc. | 1,386 | $1.18 萬 | 0.00% | 00.0% | 不變 |
| Corebridge Financial, Inc. | 1,464 | $1.25 萬 | 0.00% | −52−3.4% | 減碼 |
| Hexagon Capital Partners LLC | 1,469 | $1.25 萬 | 0.00% | +892+154.6% | 加碼 |
| American National Bank | 1,500 | $1.28 萬 | 0.00% | 00.0% | 不變 |
| Amundi | 1,848 | $1.35 萬 | 0.00% | +1,848 | 新進 |
| GAMMA Investing LLC | 1,826 | $1.56 萬 | 0.00% | +19+1.1% | 加碼 |
| Federation des caisses Desjardins du Quebec | 2,000 | $1.70 萬 | 0.00% | 00.0% | 不變 |
| Whittier Trust Co | 2,099 | $1.79 萬 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 2,229 | $1.90 萬 | 0.00% | −103−4.4% | 減碼 |
| Hantz Financial Services, Inc. | 2,228 | $1.90 萬 | 0.00% | −425−16.0% | 減碼 |
| Sterling Capital Management LLC | 2,302 | $1.96 萬 | 0.00% | +2,302 | 新進 |
| Coppell Advisory Solutions LLC | 2,357 | $1.98 萬 | 0.00% | 00.0% | 不變 |
| Financial Connections Group, Inc. | 2,535 | $2.10 萬 | 0.01% | +34+1.4% | 加碼 |
| Quest Partners LLC | 3,096 | $2.64 萬 | 0.00% | −87,247−96.6% | 減碼 |
| CIBC Private Wealth Group, LLC | 3,101 | $2.64 萬 | 0.00% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 3,538 | $3.01 萬 | 0.00% | +3,528+35,280.0% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 3,564 | $3.04 萬 | 0.00% | −399−10.1% | 減碼 |
| IFP Advisors, Inc | 3,788 | $3.23 萬 | 0.00% | 00.0% | 不變 |
| MetLife Investment Management | 4,601 | $3.92 萬 | 0.00% | −91−1.9% | 減碼 |
| US Bancorp | 4,690 | $4.00 萬 | 0.00% | +155+3.4% | 加碼 |
| Atlas Capital Advisors LLC | 5,046 | $4.30 萬 | 0.01% | 00.0% | 不變 |
| Russell Investments Group, Ltd. | 5,265 | $4.49 萬 | 0.00% | −1,098−17.3% | 減碼 |
| Alpine Bank Wealth Management | 5,358 | $4.57 萬 | 0.01% | +5,358 | 新進 |
| Amalgamated Bank | 5,851 | $5.00 萬 | 0.00% | −11,440−66.2% | 減碼 |
| Signaturefd, LLC | 6,515 | $5.55 萬 | 0.00% | +1,135+21.1% | 加碼 |
| Quadrant Capital Group LLC | 7,070 | $6.02 萬 | 0.00% | +227+3.3% | 加碼 |
| The PNC Financial Services Group, Inc. | 7,606 | $6.48 萬 | 0.00% | +777+11.4% | 加碼 |
| Advisory Services Network, LLC | 10,972 | $7.60 萬 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 9,766 | $8.32 萬 | 0.00% | +8,216+530.1% | 加碼 |
| Brinker Capital Investments, LLC | 10,025 | $8.54 萬 | 0.00% | +10,025 | 新進 |
| Orion Portfolio Solutions, LLC | 10,025 | $8.54 萬 | 0.00% | +10,025 | 新進 |
| Pathstone Holdings, LLC | 10,113 | $8.62 萬 | 0.00% | −101−1.0% | 減碼 |
| CI Private Wealth, LLC | 10,115 | $8.62 萬 | 0.00% | +10,115 | 新進 |
| Arkadios Wealth Advisors | 10,141 | $8.64 萬 | 0.00% | −6,500−39.1% | 減碼 |
| Good Life Advisors, LLC | 10,230 | $8.72 萬 | 0.01% | +116+1.1% | 加碼 |
| Ieq Capital, LLC | 10,360 | $8.83 萬 | 0.00% | 00.0% | 不變 |
| Plante Moran Financial Advisors, LLC | 10,408 | $8.87 萬 | 0.01% | 00.0% | 不變 |
| Cerity Partners LLC | 10,548 | $8.99 萬 | 0.00% | +25+0.2% | 加碼 |
| Pitcairn Co | 10,820 | $9.22 萬 | 0.01% | −1,253−10.4% | 減碼 |
| Parallel Advisors, LLC | 11,416 | $9.73 萬 | 0.00% | +1,921+20.2% | 加碼 |
| HB Wealth Management, LLC | 11,422 | $9.73 萬 | 0.00% | −102−0.9% | 減碼 |
| JustInvest LLC | 11,627 | $9.91 萬 | 0.00% | +405+3.6% | 加碼 |
| Quantinno Capital Management LP | 12,419 | $10.6 萬 | 0.00% | +12,419 | 新進 |
| McAdam, LLC | 13,241 | $11.3 萬 | 0.01% | +520+4.1% | 加碼 |
| Royal Bank of Canada | 13,400 | $11.4 萬 | 0.00% | −1,315−8.9% | 減碼 |
| Quent Capital, LLC | 13,497 | $11.4 萬 | 0.01% | +31+0.2% | 加碼 |
| Frank, Rimerman Advisors LLC | 13,479 | $11.5 萬 | 0.01% | +19+0.1% | 加碼 |
| Ameriprise Financial Inc | 13,868 | $11.9 萬 | 0.00% | +2,536+22.4% | 加碼 |
| CWM, LLC | 14,243 | $12.1 萬 | 0.00% | +7,772+120.1% | 加碼 |
| Commerce Bank | 14,301 | $12.2 萬 | 0.00% | 00.0% | 不變 |
| Fidelis Capital Partners, LLC | 18,645 | $12.3 萬 | 0.01% | +97+0.5% | 加碼 |
| LJI Wealth Management, LLC | 15,160 | $12.9 萬 | 0.03% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 15,180 | $12.9 萬 | 0.00% | 00.0% | 不變 |
| Evergreen Capital Management LLC | 15,407 | $13.3 萬 | 0.00% | 00.0% | 不變 |
| Pictet Asset Management Holding SA | 15,787 | $13.5 萬 | 0.00% | +15,787 | 新進 |
| PEAK6 Investments LLC | 15,852 | $13.5 萬 | 0.01% | +15,852 | 新進 |
| Victory Capital Management Inc | 16,842 | $14.3 萬 | 0.00% | −6,541−28.0% | 減碼 |
| Sherbrooke Park Advisers LLC | 17,063 | $14.5 萬 | 0.03% | +17,063 | 新進 |
| Pinkerton Retirement Specialists, LLC | 17,203 | $14.7 萬 | 0.02% | +17,203 | 新進 |
| Wedmont Private Capital | 20,113 | $14.8 萬 | 0.01% | +1,963+10.8% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,158 | $15.5 萬 | 0.00% | 00.0% | 不變 |
| DDFG, Inc | 18,586 | $15.8 萬 | 0.05% | +263+1.4% | 加碼 |