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。
2025 年第 1 季 13F 持有人
UWM Holdings Corp 在 2025/3/31 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
- 242
- 較 2024 年第 4 季 +19 家
- 持有股數
- 1.20 億
- 較 2024 年第 4 季 +3,443 萬 (+40.2%)
- 總市值
- $6.56 億
- 較 2024 年第 4 季 +$1.54 億 (+30.6%)
- 新進機構
- 49
- 另有 107 家加碼
- 清倉機構
- 30
- 另有 54 家減碼
另有 2 家機構在 2024 年第 4 季持有、還沒有申報 2025 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 |
2025 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 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| PrairieView Partners, LLC | 11 | $0 | 0.00% | 00.0% | 不變 |
| Covestor Ltd | 24 | $0 | 0.00% | +19+380.0% | 加碼 |
| Bessemer Group Inc | 61 | $0 | 0.00% | +61 | 新進 |
| Skopos Labs, Inc. | 2 | $11 | 0.00% | −277−99.3% | 減碼 |
| WealthTrak Capital Management LLC | 20 | $110 | 0.00% | +20 | 新進 |
| Northwestern Mutual Wealth Management Co | 23 | $126 | 0.00% | +23 | 新進 |
| MV Capital Management, Inc. | 37 | $203 | 0.00% | +37 | 新進 |
| Rothschild Investment LLC | 40 | $218 | 0.00% | +40 | 新進 |
| Sierra Ocean, LLC | 64 | $349 | 0.00% | 00.0% | 不變 |
| WPG Advisers, LLC | 76 | $415 | 0.00% | 00.0% | 不變 |
| Mather Group, LLC. | 86 | $470 | 0.00% | −3−3.4% | 減碼 |
| Continuum Advisory, LLC | 118 | $644 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 128 | $699 | 0.00% | −3,788−96.7% | 減碼 |
| Massmutual Trust Co FSB | 153 | $835 | 0.00% | 00.0% | 不變 |
| Ci Investments Inc. | 254 | $1,000 | 0.00% | +94+58.8% | 加碼 |
| Tradewinds Capital Management, LLC | 200 | $1,092 | 0.00% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 200 | $1,092 | 0.00% | +200 | 新進 |
| National Bank of Canada | 201 | $1,097 | 0.00% | +173+617.9% | 加碼 |
| Boston Private Wealth LLC | 223 | $1,219 | 0.00% | +223 | 新進 |
| Larson Financial Group LLC | 244 | $1,332 | 0.00% | +56+29.8% | 加碼 |
| Farther Finance Advisors, LLC | 256 | $1,370 | 0.00% | 00.0% | 不變 |
| GWM Advisors LLC | 280 | $1,529 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 349 | $1,581 | 0.00% | +267+325.6% | 加碼 |
| True Wealth Design, LLC | 328 | $1,791 | 0.00% | +149+83.2% | 加碼 |
| SBI Securities Co., Ltd. | 338 | $1,845 | 0.00% | −469−58.1% | 減碼 |
| Caitong International Asset Management Co., Ltd | 397 | $2,168 | 0.00% | +384+2,953.8% | 加碼 |
| Plante Moran Financial Advisors, LLC | 408 | $2,228 | 0.00% | 00.0% | 不變 |
| Cedar Mountain Advisors, LLC | 465 | $2,538 | 0.00% | +9+2.0% | 加碼 |
| Comerica Bank | 496 | $2,708 | 0.00% | −301−37.8% | 減碼 |
| Global Financial Private Client, LLC | 502 | $2,741 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 543 | $2,965 | 0.00% | −216−28.5% | 減碼 |
| Versant Capital Management, Inc | 545 | $2,976 | 0.00% | +545 | 新進 |
| Smartleaf Asset Management LLC | 581 | $3,265 | 0.00% | 00.0% | 不變 |
| MAI Capital Management | 667 | $3,642 | 0.00% | −11−1.6% | 減碼 |
| Fortitude Family Office, LLC | 774 | $4,226 | 0.00% | 00.0% | 不變 |
| JPMorgan Chase & Co | 799 | $4,362 | 0.00% | +438+121.3% | 加碼 |
| Parkside Financial Bank & Trust | 954 | $5,209 | 0.00% | +558+140.9% | 加碼 |
| Spire Wealth Management | 1,000 | $5,460 | 0.00% | 00.0% | 不變 |
| Stephens Consulting, LLC | 1,000 | $5,460 | 0.00% | 00.0% | 不變 |
| Whittier Trust Co | 1,050 | $5,733 | 0.00% | −1,049−50.0% | 減碼 |
| Point72 (DIFC) Ltd | 1,109 | $6,055 | 0.00% | +1,109 | 新進 |
| DHJJ Financial Advisors, Ltd. | 1,149 | $6,274 | 0.00% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 1,177 | $6,429 | 0.00% | +1,035+728.9% | 加碼 |
| Steward Partners Investment Advisory, LLC | 1,263 | $6,894 | 0.00% | +612+94.0% | 加碼 |
| Coston, McIsaac & Partners | 1,377 | $7,000 | 0.00% | +25+1.8% | 加碼 |
| Corebridge Financial, Inc. | 1,349 | $7,366 | 0.00% | −51−3.6% | 減碼 |
| Lindbrook Capital, LLC | 1,423 | $7,770 | 0.00% | +199+16.3% | 加碼 |
| American National Bank | 1,500 | $8,190 | 0.00% | 00.0% | 不變 |
| Sterling Capital Management LLC | 1,863 | $1.02 萬 | 0.00% | −956−33.9% | 減碼 |
| Amundi | 1,848 | $1.03 萬 | 0.00% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 1,914 | $1.04 萬 | 0.00% | +203+11.9% | 加碼 |
| Jones Financial Companies LLLP | 2,403 | $1.35 萬 | 0.00% | +2,403 | 新進 |
| Financial Connections Group, Inc. | 2,618 | $1.40 萬 | 0.01% | +48+1.9% | 加碼 |
| CIBC Private Wealth Group, LLC | 3,101 | $1.43 萬 | 0.00% | 00.0% | 不變 |
| Hantz Financial Services, Inc. | 2,752 | $1.50 萬 | 0.00% | +14+0.5% | 加碼 |
| Coldstream Capital Management Inc | 2,870 | $1.57 萬 | 0.00% | +2,870 | 新進 |
| CoreCap Advisors, LLC | 2,895 | $1.58 萬 | 0.00% | +2,632+1,000.8% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 2,898 | $1.58 萬 | 0.00% | +1,124+63.4% | 加碼 |
| Aster Capital Management (DIFC) Ltd | 3,061 | $1.92 萬 | 0.00% | +3,061 | 新進 |
| Hexagon Capital Partners LLC | 3,786 | $2.07 萬 | 0.00% | +1,714+82.7% | 加碼 |
| Private Trust Co NA | 4,000 | $2.18 萬 | 0.00% | +4,000 | 新進 |
| Quadrant Capital Group LLC | 4,397 | $2.40 萬 | 0.00% | +319+7.8% | 加碼 |
| MetLife Investment Management | 4,514 | $2.46 萬 | 0.00% | +3+0.1% | 加碼 |
| Tower Research Capital LLC (TRC) | 4,672 | $2.55 萬 | 0.00% | −62,105−93.0% | 減碼 |
| US Bancorp | 4,872 | $2.66 萬 | 0.00% | +178+3.8% | 加碼 |
| Amalgamated Bank | 5,946 | $3.20 萬 | 0.00% | +95+1.6% | 加碼 |
| GAMMA Investing LLC | 5,863 | $3.20 萬 | 0.00% | +2,958+101.8% | 加碼 |
| EverSource Wealth Advisors, LLC | 7,196 | $3.93 萬 | 0.00% | +5,458+314.0% | 加碼 |
| Point72 Asia (Singapore) Pte. Ltd. | 7,269 | $3.97 萬 | 0.01% | +7,269 | 新進 |
| The PNC Financial Services Group, Inc. | 8,072 | $4.41 萬 | 0.00% | +1,856+29.9% | 加碼 |
| Signaturefd, LLC | 8,159 | $4.45 萬 | 0.00% | +4,693+135.4% | 加碼 |
| Deutsche Bank AG | 8,297 | $4.53 萬 | 0.00% | +1,842+28.5% | 加碼 |
| Bryn Mawr Trust Co | 9,571 | $5.23 萬 | 0.00% | −13,790−59.0% | 減碼 |
| Quarry LP | 9,707 | $5.30 萬 | 0.01% | +9,707 | 新進 |
| Colony Group, LLC | 10,073 | $5.50 萬 | 0.00% | +10,073 | 新進 |
| Arkadios Wealth Advisors | 10,604 | $5.79 萬 | 0.00% | +463+4.6% | 加碼 |
| Independent Advisor Alliance | 10,657 | $5.82 萬 | 0.00% | +10,657 | 新進 |
| Good Life Advisors, LLC | 11,105 | $6.06 萬 | 0.00% | +157+1.4% | 加碼 |
| Sym Financial Corp | 11,640 | $6.36 萬 | 0.01% | +11,640 | 新進 |
| Kestra Advisory Services, LLC | 11,759 | $6.42 萬 | 0.00% | −512−4.2% | 減碼 |
| Sequoia Financial Advisors, LLC | 11,840 | $6.46 萬 | 0.00% | +11,840 | 新進 |
| LJI Wealth Management, LLC | 11,900 | $6.50 萬 | 0.01% | −100−0.8% | 減碼 |
| Quent Capital, LLC | 12,296 | $6.71 萬 | 0.01% | +37+0.3% | 加碼 |
| Sherbrooke Park Advisers LLC | 12,716 | $6.94 萬 | 0.03% | −7,322−36.5% | 減碼 |
| Grange Capital, LLC | 13,000 | $7.10 萬 | 0.08% | +13,000 | 新進 |
| Russell Investments Group, Ltd. | 13,413 | $7.32 萬 | 0.00% | +11,870+769.3% | 加碼 |
| Buckingham Strategic Partners | 13,601 | $7.43 萬 | 0.00% | +13,601 | 新進 |
| State of Wisconsin Investment Board | 13,708 | $7.48 萬 | 0.00% | +13,708 | 新進 |
| JustInvest LLC | 13,712 | $7.49 萬 | 0.00% | +2,835+26.1% | 加碼 |
| HB Wealth Management, LLC | 13,759 | $7.51 萬 | 0.00% | −294−2.1% | 減碼 |
| Centiva Capital, LP | 13,841 | $7.56 萬 | 0.00% | +13,841 | 新進 |
| Private Advisor Group, LLC | 13,933 | $7.61 萬 | 0.00% | +85+0.6% | 加碼 |
| Fortem Financial Group, LLC | 14,225 | $7.77 萬 | 0.03% | −3,650−20.4% | 減碼 |
| Commerce Bank | 14,301 | $7.81 萬 | 0.00% | 00.0% | 不變 |
| SEI Investments Co | 14,618 | $7.98 萬 | 0.00% | +569+4.1% | 加碼 |
| Fidelis Capital Partners, LLC | 18,608 | $8.28 萬 | 0.01% | +63+0.3% | 加碼 |
| Parallel Advisors, LLC | 15,175 | $8.29 萬 | 0.00% | +5,709+60.3% | 加碼 |
| Pictet Asset Management Holding SA | 15,787 | $8.62 萬 | 0.00% | 00.0% | 不變 |
| Prelude Capital Management, LLC | 16,066 | $8.77 萬 | 0.01% | +16,066 | 新進 |
| Evergreen Capital Management LLC | 16,100 | $8.94 萬 | 0.00% | +693+4.5% | 加碼 |