Запись по ценной бумаге · архивный квартал
UWMC
UWM Holdings Corporation · Financial Services · Financial - Mortgages
86Отслеживаемые держатели
-1Δ держателей
138.59MАкций в держании
$502.26MОтчётная стоимость
+9Новые позиции
−11Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей -1.1% ·
поток акций +15.4% ·
новые чистые позиции -2.3%
· формула
Концентрированное накопление: рост долей при сокращении числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q1 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | +1 | 44.25K | $48,240 | +1 | n/a |
| Q2 2026 | 85 | +2 | 194.17M | $445.03M | +13 | −11 |
| Q1 2026 | 86 | -1 | 138.59M | $502.26M | +9 | −11 |
| Q4 2025 | 88 | +2 | 129.95M | $566.30M | +3 | n/a |
| Q3 2025 | 16 | -1 | 79.25M | $482.85M | +1 | −2 |
| Q2 2025 | 14 | +1 | 59.85M | $247.93M | +2 | −1 |
| Q1 2025 | 10 | -1 | 36.01M | $196.80M | n/a | −1 |
| Q4 2024 | 11 | 0 | 20.60M | $121.10M | n/a | n/a |
| Q3 2024 | 10 | +1 | 16.37M | $139.08M | +1 | n/a |
| Q2 2024 | 9 | n/a | 8.02M | $55.24M | n/a | n/a |
Кто держит · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 26.51M | +65.6% | $95.96M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 2 | BlackRock ✦ (пассивный) | 12.60M | +5.3% | $45.61M | 0.0% | ▲ Add | 4 | SEC ↗ ×14 |
| 3 | Vanguard Capital Management Llc | 11.14M | n/a | $40.31M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Two Sigma Investments ✦ | 7.69M | +29.6% | $27.85M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 6.97M | +127.4% | $25.23M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 6 | Northern Trust Corp | 6.91M | +529.4% | $25.00M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 7 | Goldman Sachs Group ✦ | 6.13M | +725.5% | $22.19M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 8 | Geode Capital Management ✦ (пассивный) | 4.24M | +12.3% | $15.36M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 9 | Citadel Advisors ✦ | 4.18M | -37.7% | $15.15M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 10 | Morgan Stanley ✦ | 4.01M | +39.1% | $14.52M | 0.0% | ▲ Add | 3 | SEC ↗ ×9 |
| 11 | State Street Global Advisors ✦ (пассивный) | 3.57M | +14.6% | $13.21M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 12 | Canada Pension Plan Investment Board | 3.59M | Новый | $12.99M | 0.0% | New | 1 | SEC ↗ |
| 13 | Renaissance Technologies ✦ | 3.54M | -28.2% | $12.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Tudor Investment Corp Et Al | 3.53M | +3.0% | $12.78M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 2.88M | -32.3% | $10.44M | 0.0% | ▼ Trim | 8 | SEC ↗ ×7 |
| 16 | Alyeska Investment Group, L.P. | 2.86M | +72.5% | $10.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Bnp Paribas Financial Markets | 2.57M | -36.1% | $9.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | D. E. Shaw & Co. ✦ | 2.39M | +384.4% | $8.65M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 19 | Invesco Ltd. | 2.39M | +59.4% | $8.65M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 20 | Susquehanna International Group, Llp | 2.31M | +112.0% | $8.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Millennium Management ✦ | 2.26M | -48.7% | $8.18M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 22 | UBS Group AG | 2.00M | -40.2% | $7.24M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 23 | Bank of New York Mellon Corp | 2.00M | -9.9% | $7.23M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 24 | Charles Schwab Investment… | 1.55M | +6.0% | $5.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Holocene Advisors, LP | 1.28M | +589.9% | $4.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | First Trust Advisors Lp | 812.85K | -81.6% | $2.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Squarepoint Ops LLC | 634.69K | +543.8% | $2.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Wells Fargo & Company/Mn | 634.46K | +251.6% | $2.30M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 29 | Point72 Asset Management ✦ | 504.67K | -79.5% | $1.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Walleye Trading LLC | 418.60K | -25.8% | $1.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Alliancebernstein L.P. | 341.67K | +52.0% | $1.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Swiss National Bank | 392.70K | 0.0% | $1.42M | 0.0% | Held | 2 | SEC ↗ |
| 33 | Victory Capital Management Inc | 331.73K | +1212.4% | $1.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Healthcare Of Ontario Pension Plan… | 316.98K | Новый | $1.15M | 0.0% | New | 1 | SEC ↗ |
| 35 | Nuveen, LLC | 300.10K | -70.1% | $1.09M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 36 | Mariner, LLC | 291.84K | -11.1% | $1.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Citigroup Inc | 286.14K | -52.6% | $1.04M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 38 | State Of Wisconsin Investment Board | 278.29K | +38.0% | $1.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | UBS AM, a distinct business unit of… | 250.84K | 0.0% | $908,023 | 0.0% | Held | 2 | SEC ↗ ×5 |
| 40 | California State Teachers… | 233.02K | +24.3% | $843,522 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Creative Planning | 220.15K | -31.7% | $796,947 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Marshall Wace ✦ | 209.66K | -83.6% | $758,954 | 0.0% | ▼ Trim | 8 | SEC ↗ ×3 |
| 43 | Cwm, Llc | 196.03K | -12.4% | $709,636 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Group One Trading Llc | 188.94K | -39.5% | $683,963 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Cetera Investment Advisers | 159.89K | +6.0% | $578,805 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Legal & General Group Plc | 153.40K | -10.3% | $555,294 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 47 | Dimensional Fund Advisors Lp | 146.82K | +164.5% | $531,503 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Rhumbline Advisers | 139.17K | +13.4% | $503,765 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Simplex Trading, Llc | 138.55K | Новый | $501,536 | 0.0% | New | 1 | SEC ↗ |
| 50 | Hsbc Holdings Plc | 128.66K | +61.3% | $457,001 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 51 | Quantinno Capital Management LP | 119.73K | -80.4% | $433,424 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | T. Rowe Price ✦ | 115.74K | +47.8% | $419,000 | 0.0% | ▲ Add | 8 | SEC ↗ |
| 53 | Nomura Holdings Inc | 104.66K | -32.5% | $378,855 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Cerity Partners LLC | 101.73K | +31.3% | $368,260 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 55 | Wealth Enhancement Advisory… | 97.85K | -64.3% | $364,012 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | LPL Financial LLC | 96.77K | -17.2% | $350,291 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Barclays Plc | 87.54K | -82.0% | $316,907 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 58 | Janus Henderson Group Plc | 81.91K | 0.0% | $297,754 | 0.0% | Held | 2 | SEC ↗ |
| 59 | IMC-Chicago, LLC | 81.15K | Новый | $293,749 | 0.0% | New | 1 | SEC ↗ |
| 60 | Osaic Holdings, Inc. | 77.12K | +79.3% | $279,226 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 61 | Mercer Global Advisors Inc /Adv | 72.88K | -42.3% | $263,837 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Peak6 Llc | 59.26K | Новый | $214,514 | 0.0% | New | 1 | SEC ↗ |
| 63 | Royal Bank Of Canada | 54.90K | -16.3% | $199,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 64 | Manufacturers Life Insurance… | 50.83K | Новый | $184,001 | 0.0% | New | 1 | SEC ↗ |
| 65 | Zurcher Kantonalbank (Zurich… | 50.76K | +15.7% | $183,758 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Corient Private Wealth LP | 46.29K | -77.6% | $167,559 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | Russell Investments Group, Ltd. | 42.31K | -38.2% | $153,177 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 68 | Us Bancorp \De\ | 39.84K | -4.3% | $144,225 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | Wellington Management ✦ | 38.20K | 0.0% | $138,280 | 0.0% | Held | 2 | SEC ↗ |
| 70 | New York State Common Retirement… | 35.30K | 0.0% | $127,786 | 0.0% | Held | 2 | SEC ↗ |
| 71 | Captrust Financial Advisors | 34.55K | -80.4% | $124,999 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 72 | HighTower Advisors, LLC | 33.75K | Новый | $122,173 | 0.0% | New | 1 | SEC ↗ |
| 73 | Focus Partners Wealth | 32.62K | -8.3% | $118,070 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 74 | Pictet Asset Management Holding SA | 31.34K | 0.0% | $113,444 | 0.0% | Held | 2 | SEC ↗ |
| 75 | Neuberger Berman Group LLC | 26.78K | Новый | $96,936 | 0.0% | New | 1 | SEC ↗ ×2 |
| 76 | State Board Of Administration Of… | 26.72K | 0.0% | $96,726 | 0.0% | Held | 2 | SEC ↗ |
| 77 | Envestnet Asset Management Inc | 25.65K | +44.5% | $92,861 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | Raymond James Financial Inc | 24.24K | +108.3% | $87,750 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 79 | Sei Investments Co | 21.24K | -88.0% | $76,891 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 80 | Voya Investment Management Llc | 16.82K | +28.7% | $60,878 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | JPMorgan Chase ✦ | 17.43K | -72.6% | $60,489 | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 82 | Deutsche Bank Ag\ | 14.93K | 0.0% | $54,061 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 83 | Fifth Third Bancorp | 11.42K | Новый | $41,348 | 0.0% | New | 1 | SEC ↗ |
| 84 | Pnc Financial Services Group, Inc. | 10.18K | -3.9% | $36,837 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 85 | Jones Financial Companies Lllp | 7.97K | +97.0% | $27,269 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | Rockefeller Capital Management L.P. | 894 | -99.9% | $3,237 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
«Вес в портфеле» = доля позиции в заявленной стоимости акционерного капитала 13F данного управляющего: показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Canada Pension Plan… | $12.99M | 0.0% |
| Healthcare Of Ontario Pension… | $1.15M | 0.0% |
| Simplex Trading, Llc | $501,536 | 0.0% |
| IMC-Chicago, LLC | $293,749 | 0.0% |
| Peak6 Llc | $214,514 | 0.0% |
| Manufacturers Life Insurance… | $184,001 | 0.0% |
| HighTower Advisors, LLC | $122,173 | 0.0% |
| Neuberger Berman Group LLC | $96,936 | 0.0% |
| Fifth Third Bancorp | $41,348 | 0.0% |
Закрыто
| Norges Bank | $8.76M | составлял 0.0% |
| Jane Street Group, Llc | $8.00M | составлял 0.0% |
| Balyasny Asset Management L.P. | $5.11M | составлял 0.0% |
| Mitsubishi UFJ Trust &… | $556,510 | составлял 0.0% |
| Bank Of Nova Scotia | $106,806 | составлял 0.0% |
| Ameriprise Financial Inc | $89,574 | составлял 0.0% |
| Commonwealth Equity Services… | $60,520 | составлял 0.0% |
| Stifel Financial Corp | $55,218 | составлял 0.0% |
| BNP Paribas Asset Management… | $6,000 | составлял 0.0% |
| Optiver Holding B.V. | $2,488 | составлял 0.0% |
| Northwestern Mutual Wealth… | $1,559 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 284 держатели, 202.21M акции, $719.64M отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые владельцы данной ценной бумаги: количество случаев совместного владения, а не фундаментальные взаимосвязи.
Sep 29
SC 13G: OCO Capital GP LLC
Aug 12
SC 13G/A: NORGES BANK
Aug 10
SC 13D/A: SFS HOLDING CORP
79.4% класса · Просмотреть оригинальную форму SEC ↗
Aug 10
SC 13G: GOLDMAN SACHS GROUP INC
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q1 2026 ·
Методология ·
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