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 2 季 13F 持有人
UWM Holdings Corp 在 2025/6/30 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
- 230
- 較 2025 年第 1 季 −10 家
- 持有股數
- 1.36 億
- 較 2025 年第 1 季 +1,555 萬 (+13.0%)
- 總市值
- $5.62 億
- 較 2025 年第 1 季 −$9,382 萬 (−14.3%)
- 新進機構
- 56
- 另有 92 家加碼
- 清倉機構
- 66
- 另有 54 家減碼
另有 2 家機構在 2025 年第 1 季持有、還沒有申報 2025 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 |
2025 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Bessemer Group Inc | 61 | $0 | 0.00% | 00.0% | 不變 |
| PrairieView Partners, LLC | 11 | $0 | 0.00% | 00.0% | 不變 |
| JCSD Capital, LLC | 10 | $41 | 0.00% | +10 | 新進 |
| Delos Wealth Advisors, LLC | 10 | $42 | 0.00% | +10 | 新進 |
| Golden State Wealth Management, LLC | 24 | $99 | 0.00% | +24 | 新進 |
| Ronald Blue Trust, Inc. | 39 | $161 | 0.00% | −1,875−98.0% | 減碼 |
| Sierra Ocean, LLC | 64 | $265 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 72 | $298 | 0.00% | −277−79.4% | 減碼 |
| Larson Financial Group LLC | 73 | $300 | 0.00% | −171−70.1% | 減碼 |
| Huntington National Bank | 84 | $348 | 0.00% | +84 | 新進 |
| Essential Partners LLC | 89 | $368 | 0.00% | +89 | 新進 |
| Rothschild Investment LLC | 90 | $373 | 0.00% | +50+125.0% | 加碼 |
| Rise Advisors, LLC | 102 | $422 | 0.00% | +102 | 新進 |
| True Wealth Design, LLC | 150 | $621 | 0.00% | −178−54.3% | 減碼 |
| Tradewinds Capital Management, LLC | 200 | $828 | 0.00% | 00.0% | 不變 |
| MV Capital Management, Inc. | 203 | $841 | 0.00% | +166+448.6% | 加碼 |
| Mount Yale Investment Advisors, LLC | 231 | $956 | 0.00% | +231 | 新進 |
| Ci Investments Inc. | 206 | $1,000 | 0.00% | −48−18.9% | 減碼 |
| GWM Advisors LLC | 280 | $1,159 | 0.00% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 300 | $1,242 | 0.00% | +300 | 新進 |
| SBI Securities Co., Ltd. | 394 | $1,631 | 0.00% | +56+16.6% | 加碼 |
| Plante Moran Financial Advisors, LLC | 408 | $1,689 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 430 | $1,780 | 0.00% | −113−20.8% | 減碼 |
| Smartleaf Asset Management LLC | 464 | $1,902 | 0.00% | −117−20.1% | 減碼 |
| Cedar Mountain Advisors, LLC | 475 | $1,968 | 0.00% | +10+2.2% | 加碼 |
| Covestor Ltd | 380 | $2,000 | 0.00% | +356+1,483.3% | 加碼 |
| Farther Finance Advisors, LLC | 748 | $3,097 | 0.00% | +492+192.2% | 加碼 |
| MAI Capital Management | 803 | $3,325 | 0.00% | +136+20.4% | 加碼 |
| IFP Advisors, Inc | 0 | $3,329 | 0.00% | −128−100.0% | 減碼 |
| Spire Wealth Management | 1,000 | $4,140 | 0.00% | 00.0% | 不變 |
| Stephens Consulting, LLC | 1,000 | $4,140 | 0.00% | 00.0% | 不變 |
| Whittier Trust Co | 1,050 | $4,347 | 0.00% | 00.0% | 不變 |
| GAMMA Investing LLC | 1,063 | $4,401 | 0.00% | −4,800−81.9% | 減碼 |
| DHJJ Financial Advisors, Ltd. | 1,149 | $4,757 | 0.00% | 00.0% | 不變 |
| Coston, McIsaac & Partners | 1,409 | $5,000 | 0.00% | +32+2.3% | 加碼 |
| Principal Securities, Inc. | 1,420 | $5,879 | 0.00% | +1,420 | 新進 |
| American National Bank | 1,500 | $6,210 | 0.00% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 1,587 | $6,571 | 0.00% | +410+34.8% | 加碼 |
| CoreCap Advisors, LLC | 2,010 | $8,321 | 0.00% | −885−30.6% | 減碼 |
| SRS Capital Advisors, Inc. | 2,300 | $9,522 | 0.00% | +2,300 | 新進 |
| Jones Financial Companies LLLP | 2,454 | $1.01 萬 | 0.00% | +51+2.1% | 加碼 |
| JPMorgan Chase & Co | 2,438 | $1.01 萬 | 0.00% | +1,639+205.1% | 加碼 |
| Hantz Financial Services, Inc. | 2,769 | $1.10 萬 | 0.00% | +17+0.6% | 加碼 |
| Financial Connections Group, Inc. | 2,678 | $1.10 萬 | 0.00% | +60+2.3% | 加碼 |
| Headlands Technologies LLC | 2,772 | $1.15 萬 | 0.00% | +2,772 | 新進 |
| US Bancorp | 2,826 | $1.17 萬 | 0.00% | −2,046−42.0% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 2,898 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Caitong International Asset Management Co., Ltd | 2,943 | $1.22 萬 | 0.01% | +2,546+641.3% | 加碼 |
| CIBC Private Wealth Group, LLC | 3,101 | $1.28 萬 | 0.00% | 00.0% | 不變 |
| MetLife Investment Management | 3,407 | $1.41 萬 | 0.00% | −1,107−24.5% | 減碼 |
| STRS Ohio | 3,750 | $1.55 萬 | 0.00% | +3,750 | 新進 |
| Signaturefd, LLC | 5,023 | $2.08 萬 | 0.00% | −3,136−38.4% | 減碼 |
| Versant Capital Management, Inc | 5,216 | $2.16 萬 | 0.00% | +4,671+857.1% | 加碼 |
| Tower Research Capital LLC (TRC) | 5,331 | $2.21 萬 | 0.00% | +659+14.1% | 加碼 |
| EverSource Wealth Advisors, LLC | 5,781 | $2.39 萬 | 0.00% | −1,415−19.7% | 減碼 |
| Amalgamated Bank | 6,195 | $2.60 萬 | 0.00% | +249+4.2% | 加碼 |
| Comerica Bank | 8,484 | $3.51 萬 | 0.00% | +7,988+1,610.5% | 加碼 |
| Raymond James Financial Inc | 8,500 | $3.52 萬 | 0.00% | +8,500 | 新進 |
| Sterling Capital Management LLC | 9,308 | $3.85 萬 | 0.00% | +7,445+399.6% | 加碼 |
| Quent Capital, LLC | 10,217 | $4.23 萬 | 0.00% | −2,079−16.9% | 減碼 |
| State of Wisconsin Investment Board | 10,230 | $4.24 萬 | 0.00% | −3,478−25.4% | 減碼 |
| Principal Financial Group Inc | 10,263 | $4.25 萬 | 0.00% | +10,263 | 新進 |
| Wellington Management Group LLP | 10,637 | $4.40 萬 | 0.00% | +10,637 | 新進 |
| Arkadios Wealth Advisors | 10,853 | $4.49 萬 | 0.00% | +249+2.3% | 加碼 |
| CI Private Wealth, LLC | 11,008 | $4.56 萬 | 0.00% | −11,227−50.5% | 減碼 |
| Good Life Advisors, LLC | 11,296 | $4.68 萬 | 0.00% | +191+1.7% | 加碼 |
| HB Wealth Management, LLC | 11,473 | $4.75 萬 | 0.00% | −2,286−16.6% | 減碼 |
| State of Wyoming | 11,650 | $4.82 萬 | 0.01% | −16,181−58.1% | 減碼 |
| LJI Wealth Management, LLC | 11,900 | $4.93 萬 | 0.01% | 00.0% | 不變 |
| R Squared Ltd | 12,371 | $5.12 萬 | 0.03% | +12,371 | 新進 |
| Deutsche Bank AG | 12,434 | $5.15 萬 | 0.00% | +4,137+49.9% | 加碼 |
| Grange Capital, LLC | 13,000 | $5.38 萬 | 0.06% | 00.0% | 不變 |
| Commerce Bank | 14,301 | $5.92 萬 | 0.00% | 00.0% | 不變 |
| Evergreen Capital Management LLC | 14,123 | $5.98 萬 | 0.00% | −1,977−12.3% | 減碼 |
| The PNC Financial Services Group, Inc. | 14,467 | $5.99 萬 | 0.00% | +6,395+79.2% | 加碼 |
| Global Retirement Partners, LLC | 15,000 | $6.21 萬 | 0.00% | +15,000 | 新進 |
| Brinker Capital Investments, LLC | 15,752 | $6.52 萬 | 0.00% | −966−5.8% | 減碼 |
| Pictet Asset Management Holding SA | 15,787 | $6.54 萬 | 0.00% | 00.0% | 不變 |
| Cherokee Insurance Co | 16,000 | $6.62 萬 | 0.03% | +16,000 | 新進 |
| Handelsbanken Fonder AB | 16,300 | $6.70 萬 | 0.00% | +16,300 | 新進 |
| Pallas Capital Advisors LLC | 16,463 | $6.82 萬 | 0.00% | −30,838−65.2% | 減碼 |
| Fidelis Capital Partners, LLC | 16,187 | $6.83 萬 | 0.01% | −2,421−13.0% | 減碼 |
| Newbridge Financial Services Group, Inc. | 16,600 | $6.87 萬 | 0.01% | 00.0% | 不變 |
| PACK Private Wealth, LLC | 17,022 | $7.05 萬 | 0.04% | +17,022 | 新進 |
| Park Avenue Securities LLC | 17,403 | $7.20 萬 | 0.00% | +17,403 | 新進 |
| Blueshift Asset Management, LLC | 17,499 | $7.24 萬 | 0.02% | +17,499 | 新進 |
| Equitable Holdings, Inc. | 18,646 | $7.72 萬 | 0.00% | +18,646 | 新進 |
| JustInvest LLC | 19,060 | $7.89 萬 | 0.00% | +5,348+39.0% | 加碼 |
| Ameriprise Financial Inc | 19,094 | $7.95 萬 | 0.00% | −6,255−24.7% | 減碼 |
| DDFG, Inc | 19,591 | $8.11 萬 | 0.02% | +422+2.2% | 加碼 |
| Mercer Global Advisors Inc | 20,314 | $8.41 萬 | 0.00% | −24,756−54.9% | 減碼 |
| Commonwealth Equity Services, LLC | 21,505 | $8.90 萬 | 0.00% | −13−0.1% | 減碼 |
| DRW Securities, LLC | 21,500 | $8.90 萬 | 0.01% | +21,500 | 新進 |
| Trace Wealth Advisors, LLC | 22,500 | $9.31 萬 | 0.08% | 00.0% | 不變 |
| Russell Investments Group, Ltd. | 22,602 | $9.36 萬 | 0.00% | +9,189+68.5% | 加碼 |
| Stifel Financial Corp | 22,867 | $9.47 萬 | 0.00% | +22,867 | 新進 |
| Voya Investment Management LLC | 23,234 | $9.62 萬 | 0.00% | −8,184−26.0% | 減碼 |
| Teacher Retirement System of Texas | 23,929 | $9.91 萬 | 0.00% | +4,552+23.5% | 加碼 |
| Sigma Planning Corp | 24,198 | $10.0 萬 | 0.00% | −356−1.4% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 24,798 | $10.3 萬 | 0.00% | +24,798 | 新進 |