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 4 季 13F 持有人
UWM Holdings Corp 在 2024/12/31 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
- 225
- 較 2024 年第 3 季 +9 家
- 持有股數
- 8,588 萬
- 較 2024 年第 3 季 +1,309 萬 (+18.0%)
- 總市值
- $5.04 億
- 較 2024 年第 3 季 −$1.16 億 (−18.7%)
- 新進機構
- 52
- 另有 87 家加碼
- 清倉機構
- 43
- 另有 65 家減碼
另有 3 家機構在 2024 年第 3 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| PrairieView Partners, LLC | 11 | $0 | 0.00% | +1+10.0% | 加碼 |
| Covestor Ltd | 5 | $0 | 0.00% | +4+400.0% | 加碼 |
| Hemington Wealth Management | 2 | $0 | 0.00% | +2 | 新進 |
| Delos Wealth Advisors, LLC | 10 | $59 | 0.00% | 00.0% | 不變 |
| Caitong International Asset Management Co., Ltd | 13 | $76 | 0.00% | +13 | 新進 |
| National Bank of Canada | 28 | $164 | 0.00% | +28 | 新進 |
| Sierra Ocean, LLC | 64 | $376 | 0.00% | +64 | 新進 |
| WPG Advisers, LLC | 76 | $446 | 0.00% | +76 | 新進 |
| Allworth Financial LP | 82 | $505 | 0.00% | −1,233−93.8% | 減碼 |
| Mather Group, LLC. | 89 | $522 | 0.00% | −7−7.3% | 減碼 |
| Continuum Advisory, LLC | 118 | $693 | 0.00% | 00.0% | 不變 |
| Truvestments Capital LLC | 130 | $764 | 0.00% | +130 | 新進 |
| Clearstead Advisors, LLC | 142 | $833 | 0.00% | +2+1.4% | 加碼 |
| Massmutual Trust Co FSB | 153 | $898 | 0.00% | +153 | 新進 |
| Ci Investments Inc. | 160 | $1,000 | 0.00% | +3+1.9% | 加碼 |
| True Wealth Design, LLC | 179 | $1,051 | 0.00% | +143+397.2% | 加碼 |
| Larson Financial Group LLC | 188 | $1,104 | 0.00% | +188 | 新進 |
| Tradewinds Capital Management, LLC | 200 | $1,174 | 0.00% | −350−63.6% | 減碼 |
| Farther Finance Advisors, LLC | 256 | $1,503 | 0.00% | +100+64.1% | 加碼 |
| CoreCap Advisors, LLC | 263 | $1,544 | 0.00% | −3,275−92.6% | 減碼 |
| Skopos Labs, Inc. | 279 | $1,638 | 0.00% | +278+27,800.0% | 加碼 |
| GWM Advisors LLC | 280 | $1,644 | 0.00% | −1,061−79.1% | 減碼 |
| WealthCollab, LLC | 330 | $1,938 | 0.00% | +330 | 新進 |
| JPMorgan Chase & Co | 361 | $2,119 | 0.00% | −83,921−99.6% | 減碼 |
| Parkside Financial Bank & Trust | 396 | $2,325 | 0.00% | +104+35.6% | 加碼 |
| Plante Moran Financial Advisors, LLC | 408 | $2,395 | 0.00% | −10,000−96.1% | 減碼 |
| Cedar Mountain Advisors, LLC | 456 | $2,678 | 0.00% | +6+1.3% | 加碼 |
| Global Financial Private Client, LLC | 502 | $2,947 | 0.00% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 541 | $3,176 | 0.00% | +179+49.4% | 加碼 |
| Smartleaf Asset Management LLC | 581 | $3,334 | 0.00% | +464+396.6% | 加碼 |
| Steward Partners Investment Advisory, LLC | 651 | $3,822 | 0.00% | +9+1.4% | 加碼 |
| MAI Capital Management | 678 | $3,980 | 0.00% | +678 | 新進 |
| Geneos Wealth Management Inc. | 759 | $4,455 | 0.00% | +759 | 新進 |
| Fortitude Family Office, LLC | 774 | $4,543 | 0.00% | 00.0% | 不變 |
| Comerica Bank | 797 | $4,678 | 0.00% | +527+195.2% | 加碼 |
| SBI Securities Co., Ltd. | 807 | $4,737 | 0.00% | +807 | 新進 |
| Spire Wealth Management | 1,000 | $5,870 | 0.00% | 00.0% | 不變 |
| Stephens Consulting, LLC | 1,000 | $5,870 | 0.00% | 00.0% | 不變 |
| Colonial Trust Co | 1,064 | $6,246 | 0.00% | +1,064 | 新進 |
| DHJJ Financial Advisors, Ltd. | 1,149 | $6,745 | 0.00% | +16+1.4% | 加碼 |
| Coston, McIsaac & Partners | 1,352 | $7,000 | 0.00% | +19+1.4% | 加碼 |
| Lindbrook Capital, LLC | 1,224 | $7,185 | 0.00% | −1,005−45.1% | 減碼 |
| Corebridge Financial, Inc. | 1,400 | $8,218 | 0.00% | −64−4.4% | 減碼 |
| American National Bank | 1,500 | $8,805 | 0.00% | 00.0% | 不變 |
| Russell Investments Group, Ltd. | 1,543 | $9,057 | 0.00% | −3,722−70.7% | 減碼 |
| Ronald Blue Trust, Inc. | 1,711 | $1.00 萬 | 0.00% | −32,284−95.0% | 減碼 |
| EverSource Wealth Advisors, LLC | 1,738 | $1.02 萬 | 0.00% | +1,156+198.6% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 1,774 | $1.04 萬 | 0.00% | −1,790−50.2% | 減碼 |
| Amundi | 1,848 | $1.05 萬 | 0.00% | 00.0% | 不變 |
| Coppell Advisory Solutions LLC | 1,937 | $1.11 萬 | 0.00% | −420−17.8% | 減碼 |
| Hexagon Capital Partners LLC | 2,072 | $1.22 萬 | 0.00% | +603+41.0% | 加碼 |
| Whittier Trust Co | 2,099 | $1.23 萬 | 0.00% | 00.0% | 不變 |
| Financial Connections Group, Inc. | 2,570 | $1.50 萬 | 0.01% | +35+1.4% | 加碼 |
| Newbridge Financial Services Group, Inc. | 2,600 | $1.53 萬 | 0.00% | +2,500+2,500.0% | 加碼 |
| Hantz Financial Services, Inc. | 2,738 | $1.60 萬 | 0.00% | +510+22.9% | 加碼 |
| Sterling Capital Management LLC | 2,819 | $1.65 萬 | 0.00% | +517+22.5% | 加碼 |
| GAMMA Investing LLC | 2,905 | $1.71 萬 | 0.00% | +1,079+59.1% | 加碼 |
| CIBC Private Wealth Group, LLC | 3,101 | $1.76 萬 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 3,466 | $2.03 萬 | 0.00% | −3,049−46.8% | 減碼 |
| IFP Advisors, Inc | 3,916 | $2.30 萬 | 0.00% | +128+3.4% | 加碼 |
| Quadrant Capital Group LLC | 4,078 | $2.39 萬 | 0.00% | −2,992−42.3% | 減碼 |
| MetLife Investment Management | 4,511 | $2.65 萬 | 0.00% | −90−2.0% | 減碼 |
| US Bancorp | 4,694 | $2.76 萬 | 0.00% | +4+0.1% | 加碼 |
| Amalgamated Bank | 5,851 | $3.40 萬 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 6,216 | $3.65 萬 | 0.00% | −1,390−18.3% | 減碼 |
| Deutsche Bank AG | 6,455 | $3.79 萬 | 0.00% | +6,455 | 新進 |
| Parallel Advisors, LLC | 9,466 | $5.56 萬 | 0.00% | −1,950−17.1% | 減碼 |
| Arkadios Wealth Advisors | 10,141 | $5.95 萬 | 0.00% | 00.0% | 不變 |
| JustInvest LLC | 10,877 | $6.38 萬 | 0.00% | −750−6.5% | 減碼 |
| Good Life Advisors, LLC | 10,948 | $6.43 萬 | 0.00% | +718+7.0% | 加碼 |
| CWM, LLC | 11,994 | $7.00 萬 | 0.00% | −2,249−15.8% | 減碼 |
| LJI Wealth Management, LLC | 12,000 | $7.04 萬 | 0.01% | −3,160−20.8% | 減碼 |
| Quent Capital, LLC | 12,259 | $7.20 萬 | 0.01% | −1,238−9.2% | 減碼 |
| Kestra Advisory Services, LLC | 12,271 | $7.20 萬 | 0.00% | +12,271 | 新進 |
| TownSquare Capital, LLC | 12,340 | $7.24 萬 | 0.00% | +12,340 | 新進 |
| Sanctuary Advisors, LLC | 12,105 | $7.69 萬 | 0.00% | +12,105 | 新進 |
| Aigen Investment Management, LP | 13,242 | $7.77 萬 | 0.01% | −5,670−30.0% | 減碼 |
| Teza Capital Management LLC | 13,379 | $7.85 萬 | 0.01% | −7,078−34.6% | 減碼 |
| Private Advisor Group, LLC | 13,848 | $8.13 萬 | 0.00% | −8,735−38.7% | 減碼 |
| HB Wealth Management, LLC | 14,053 | $8.25 萬 | 0.00% | +2,631+23.0% | 加碼 |
| SEI Investments Co | 14,049 | $8.25 萬 | 0.00% | +14,049 | 新進 |
| Royal Bank of Canada | 14,060 | $8.30 萬 | 0.00% | +660+4.9% | 加碼 |
| Commerce Bank | 14,301 | $8.39 萬 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 15,244 | $8.95 萬 | 0.00% | +64+0.4% | 加碼 |
| Evergreen Capital Management LLC | 15,407 | $9.19 萬 | 0.00% | 00.0% | 不變 |
| Pictet Asset Management Holding SA | 15,787 | $9.27 萬 | 0.00% | 00.0% | 不變 |
| Fortem Financial Group, LLC | 17,875 | $10.5 萬 | 0.04% | −3,900−17.9% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,158 | $10.7 萬 | 0.00% | 00.0% | 不變 |
| Fidelis Capital Partners, LLC | 18,545 | $10.9 萬 | 0.01% | −100−0.5% | 減碼 |
| DDFG, Inc | 18,836 | $11.1 萬 | 0.03% | +250+1.3% | 加碼 |
| Envestnet Asset Management Inc | 19,996 | $11.7 萬 | 0.00% | −60.0% | 減碼 |
| Sherbrooke Park Advisers LLC | 20,038 | $11.8 萬 | 0.04% | +2,975+17.4% | 加碼 |
| Victory Capital Management Inc | 20,330 | $11.9 萬 | 0.00% | +3,488+20.7% | 加碼 |
| Secure Asset Management, LLC | 20,339 | $11.9 萬 | 0.02% | +20,339 | 新進 |
| KLP Kapitalforvaltning AS | 20,300 | $12.1 萬 | 0.00% | +20,300 | 新進 |
| Commonwealth Equity Services, LLC | 21,035 | $12.3 萬 | 0.00% | −5,918−22.0% | 減碼 |
| Trace Wealth Advisors, LLC | 22,500 | $13.2 萬 | 0.12% | +22,500 | 新進 |
| Bryn Mawr Trust Co | 23,361 | $13.7 萬 | 0.00% | −4,682−16.7% | 減碼 |
| Creative Planning | 24,085 | $14.1 萬 | 0.00% | −24,878−50.8% | 減碼 |
| Engineers Gate Manager LP | 24,358 | $14.3 萬 | 0.00% | −8,633−26.2% | 減碼 |