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。
2026 年第 1 季 13F 持有人
UWM Holdings Corp 在 2026/3/31 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
- 285
- 較 2025 年第 4 季 −5 家
- 持有股數
- 2.08 億
- 較 2025 年第 4 季 +1,248 萬 (+6.4%)
- 總市值
- $7.51 億
- 較 2025 年第 4 季 −$1.05 億 (−12.3%)
- 新進機構
- 67
- 另有 99 家加碼
- 清倉機構
- 72
- 另有 84 家減碼
另有 7 家機構在 2025 年第 4 季持有、還沒有申報 2026 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 |
2026 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 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Covestor Ltd | 50 | $0 | 0.00% | −192−79.3% | 減碼 |
| TFC Financial Management | 1 | $4 | 0.00% | −13−92.9% | 減碼 |
| Larson Financial Group LLC | 3 | $10 | 0.00% | −79−96.3% | 減碼 |
| Versant Capital Management, Inc | 4 | $14 | 0.00% | −11,721−100.0% | 減碼 |
| Dunhill Financial, LLC | 4 | $15 | 0.00% | 00.0% | 不變 |
| Delos Wealth Advisors, LLC | 10 | $37 | 0.00% | 00.0% | 不變 |
| Owl Creek Wealth Partners LLC | 50 | $181 | 0.00% | +50 | 新進 |
| Umb Bank N A | 58 | $210 | 0.00% | +58 | 新進 |
| Gill Capital Partners, LLC | 66 | $239 | 0.00% | +66 | 新進 |
| Trust Co | 67 | $243 | 0.00% | 00.0% | 不變 |
| Kilter Group LLC | 78 | $283 | 0.00% | +78 | 新進 |
| MV Capital Management, Inc. | 94 | $341 | 0.00% | −426−81.9% | 減碼 |
| Torren Management, LLC | 107 | $387 | 0.00% | 00.0% | 不變 |
| Bogart Wealth, LLC | 118 | $427 | 0.00% | 00.0% | 不變 |
| JPL Wealth Management, LLC | 130 | $471 | 0.00% | +130 | 新進 |
| True Wealth Design, LLC | 160 | $580 | 0.00% | −1,737−91.6% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 174 | $630 | 0.00% | 00.0% | 不變 |
| Tradewinds Capital Management, LLC | 200 | $724 | 0.00% | 00.0% | 不變 |
| Bare Financial Services, Inc | 234 | $847 | 0.00% | +234 | 新進 |
| GWM Advisors LLC | 280 | $1,014 | 0.00% | −11,795−97.7% | 減碼 |
| Plante Moran Financial Advisors, LLC | 408 | $1,477 | 0.00% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 581 | $2,016 | 0.00% | 00.0% | 不變 |
| Los Angeles Capital Management LLC | 603 | $2,183 | 0.00% | 00.0% | 不變 |
| Walleye Capital LLC | 616 | $2,230 | 0.00% | −836,610−99.9% | 減碼 |
| Parkside Financial Bank & Trust | 677 | $2,451 | 0.00% | −904−57.2% | 減碼 |
| Lloyd Advisory Services, LLC. | 867 | $3,139 | 0.00% | +867 | 新進 |
| Kingdom Financial Group LLC. | 867 | $3,139 | 0.00% | +867 | 新進 |
| Rockefeller Capital Management L.P. | 894 | $3,237 | 0.00% | +894 | 新進 |
| SBI Securities Co., Ltd. | 964 | $3,490 | 0.00% | +539+126.8% | 加碼 |
| Spire Wealth Management | 1,000 | $3,620 | 0.00% | 00.0% | 不變 |
| Atlantic Private Wealth, LLC | 1,000 | $3,620 | 0.00% | 00.0% | 不變 |
| Financial Connections Group, Inc. | 1,299 | $4,000 | 0.00% | +27+2.1% | 加碼 |
| DHJJ Financial Advisors, Ltd. | 1,149 | $4,160 | 0.00% | 00.0% | 不變 |
| GAMMA Investing LLC | 1,209 | $4,377 | 0.00% | −3,933−76.5% | 減碼 |
| Sunbelt Securities, Inc. | 1,259 | $4,557 | 0.00% | +27+2.2% | 加碼 |
| ZRC Wealth Management, LLC | 1,288 | $4,663 | 0.00% | +1,288 | 新進 |
| Cedar Mountain Advisors, LLC | 1,312 | $4,749 | 0.00% | +816+164.5% | 加碼 |
| Coston, McIsaac & Partners | 1,502 | $5,000 | 0.00% | +32+2.2% | 加碼 |
| Quadrant Capital Group LLC | 1,527 | $5,528 | 0.00% | −41,557−96.5% | 減碼 |
| Capital Advisors, Ltd. LLC | 1,668 | $6,000 | 0.00% | +1,668 | 新進 |
| JCSD Capital, LLC | 1,799 | $6,512 | 0.01% | −214,000−99.2% | 減碼 |
| CoreCap Advisors, LLC | 2,010 | $7,276 | 0.00% | 00.0% | 不變 |
| Triumph Capital Management | 2,000 | $7,440 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 2,266 | $8,203 | 0.00% | −232−9.3% | 減碼 |
| Essential Partners LLC | 3,824 | $1.38 萬 | 0.00% | −2,240−36.9% | 減碼 |
| International Assets Investment Management, LLC | 3,814 | $1.39 萬 | 0.00% | +81+2.2% | 加碼 |
| Center for Financial Planning, Inc. | 4,077 | $1.48 萬 | 0.00% | 00.0% | 不變 |
| MetLife Investment Management | 4,784 | $1.73 萬 | 0.00% | −2,642,458−99.8% | 減碼 |
| STRS Ohio | 5,344 | $1.93 萬 | 0.00% | +1,252+30.6% | 加碼 |
| Allworth Financial LP | 5,800 | $2.10 萬 | 0.00% | −965−14.3% | 減碼 |
| Hantz Financial Services, Inc. | 5,781 | $2.10 萬 | 0.00% | +2,978+106.2% | 加碼 |
| Geneos Wealth Management Inc. | 6,000 | $2.17 萬 | 0.00% | +6,000 | 新進 |
| Advisory Services Network, LLC | 6,230 | $2.26 萬 | 0.00% | +6,230 | 新進 |
| Sterling Capital Management LLC | 6,798 | $2.46 萬 | 0.00% | −2,320−25.4% | 減碼 |
| Tower Research Capital LLC (TRC) | 6,928 | $2.51 萬 | 0.00% | −12,606−64.5% | 減碼 |
| Quent Capital, LLC | 6,969 | $2.52 萬 | 0.00% | −3,115−30.9% | 減碼 |
| MAI Capital Management | 7,529 | $2.73 萬 | 0.00% | +6,525+649.9% | 加碼 |
| Jones Financial Companies LLLP | 7,974 | $2.73 萬 | 0.00% | +3,927+97.0% | 加碼 |
| Signaturefd, LLC | 7,914 | $2.86 萬 | 0.00% | −3,839−32.7% | 減碼 |
| Rothschild Investment LLC | 8,362 | $3.03 萬 | 0.00% | +7,992+2,160.0% | 加碼 |
| Farther Finance Advisors, LLC | 8,932 | $3.25 萬 | 0.00% | +336+3.9% | 加碼 |
| Amalgamated Bank | 10,016 | $3.60 萬 | 0.00% | +1,056+11.8% | 加碼 |
| The PNC Financial Services Group, Inc. | 10,176 | $3.68 萬 | 0.00% | −417−3.9% | 減碼 |
| Evergreen Capital Management LLC | 10,289 | $3.79 萬 | 0.00% | −19,903−65.9% | 減碼 |
| NewEdge Wealth, LLC | 10,813 | $3.91 萬 | 0.00% | +10,813 | 新進 |
| Snowden Capital Advisors LLC | 10,651 | $3.97 萬 | 0.00% | +10,651 | 新進 |
| 111 Capital | 11,131 | $4.03 萬 | 0.01% | +11,131 | 新進 |
| Eventide Asset Management, LLC | 11,663 | $4.05 萬 | 0.00% | +11,663 | 新進 |
| Sanctuary Advisors, LLC | 11,234 | $4.07 萬 | 0.00% | −5,170−31.5% | 減碼 |
| Chicago Partners Investment Group LLC | 11,139 | $4.10 萬 | 0.00% | −5,162−31.7% | 減碼 |
| Fifth Third Bancorp | 11,422 | $4.13 萬 | 0.00% | +11,422 | 新進 |
| LJI Wealth Management, LLC | 11,500 | $4.16 萬 | 0.01% | 00.0% | 不變 |
| Transcend Wealth Collective, LLC | 11,545 | $4.18 萬 | 0.00% | +210+1.9% | 加碼 |
| Utah Retirement Systems | 11,866 | $4.30 萬 | 0.00% | +11,866 | 新進 |
| EverSource Wealth Advisors, LLC | 12,164 | $4.40 萬 | 0.00% | +855+7.6% | 加碼 |
| Kestra Advisory Services, LLC | 12,390 | $4.49 萬 | 0.00% | −85−0.7% | 減碼 |
| Nisa Investment Advisors, LLC | 12,129 | $4.51 萬 | 0.00% | +6,057+99.8% | 加碼 |
| Bull Harbor Capital LLC | 12,524 | $4.53 萬 | 0.01% | +12,524 | 新進 |
| Evolve Private Wealth, LLC | 13,247 | $4.80 萬 | 0.00% | +1,378+11.6% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 13,261 | $4.80 萬 | 0.00% | −10.0% | 減碼 |
| Mount Yale Investment Advisors, LLC | 13,365 | $4.97 萬 | 0.00% | +103+0.8% | 加碼 |
| Commerce Bank | 14,301 | $5.18 萬 | 0.00% | 00.0% | 不變 |
| Beacon Pointe Advisors, LLC | 14,901 | $5.39 萬 | 0.00% | −7,957−34.8% | 減碼 |
| Deutsche Bank AG | 14,934 | $5.41 萬 | 0.00% | 00.0% | 不變 |
| Fortem Financial Group, LLC | 14,985 | $5.42 萬 | 0.01% | −1,700−10.2% | 減碼 |
| Waddell & Associates, LLC | 14,989 | $5.43 萬 | 0.00% | +14,989 | 新進 |
| Federation des caisses Desjardins du Quebec | 14,993 | $5.43 萬 | 0.00% | +1,173+8.5% | 加碼 |
| Xponance, Inc. | 15,117 | $5.47 萬 | 0.00% | +4,611+43.9% | 加碼 |
| Integrated Wealth Concepts LLC | 15,225 | $5.51 萬 | 0.00% | +1,792+13.3% | 加碼 |
| SkyOak Wealth, LLC | 15,427 | $5.58 萬 | 0.01% | +198+1.3% | 加碼 |
| SummitTX Capital, L.P. | 15,475 | $5.60 萬 | 0.00% | +15,475 | 新進 |
| Krilogy Financial LLC | 15,059 | $5.65 萬 | 0.00% | −13,455−47.2% | 減碼 |
| We Are One Seven, LLC | 16,633 | $6.02 萬 | 0.00% | +3,641+28.0% | 加碼 |
| JPMorgan Chase & Co | 17,431 | $6.05 萬 | 0.00% | −46,257−72.6% | 減碼 |
| Voya Investment Management LLC | 16,817 | $6.09 萬 | 0.00% | +3,753+28.7% | 加碼 |
| Sage Investment Counsel LLC | 17,000 | $6.15 萬 | 0.07% | +17,000 | 新進 |
| PACK Private Wealth, LLC | 17,022 | $6.16 萬 | 0.03% | 00.0% | 不變 |
| Two Sigma Securities, LLC | 17,711 | $6.41 萬 | 0.01% | +17,711 | 新進 |
| SRS Capital Advisors, Inc. | 18,208 | $6.58 萬 | 0.00% | −15,996−46.8% | 減碼 |
| Aigen Investment Management, LP | 18,478 | $6.69 萬 | 0.02% | +18,478 | 新進 |