UWM Holdings Corp (UWMC)

TickerUWMCBörseNYSE
ISINUS91823B1098CIK0001783398
🔒 Mitglieder
Schluss · 17.07.2026
1T−1,5 %1W−2,9 %1M−11,4 %3M−48,5 %6M−66,9 %1J−51,6 %
GCS 38 → +0,0
TSI -33,1 · -35,4 ▲ 26.06.
8-K 5.02 31.03.25· 476T
Insider ▼ 08.05.26· 73T
PDF

Stammdaten

UWM Holdings Corporation ist im Geschäft der Wohnhypotheken-Kreditvergabe in den Vereinigten Staaten tätig. Das Unternehmen vergibt Hypothekendarlehen über den Großhandelskanal. Es vergibt in erster Linie konforme und staatliche Darlehen. UWM Holdings Corporation wurde 1986 gegründet und hat seinen Sitz in Pontiac, Michigan. KI

Unternehmen & Branche

NameUWM Holdings Corp
TickerUWMC
CIK0001783398
BörseNYSE
SektorFinancial Services
IndustrieFinancial - Mortgages
SIC6162 · Mortgage Bankers & Loan Correspondents

Wertpapier & Kennzahlen

CUSIP91823B109
ISINUS91823B1098
TypCommon Stock
Marktkapitalisierung3,28 Mrd. USD
KGV (P/E)17,08
Beta1,78

Sitz & Kontakt

Sitz (Inkorporation)DE
Geschäftsadresse585 SOUTH BLVD E, 48341 PONTIAC, MI
Telefon800-981-8898
EIN (IRS)84-2124167

Listing & Historie

Listing-BörsenNYSE
Fiskaljahr-Ende31.12.
SEC-Filer-StatusLarge accelerated filer
Frühere NamenGores Holdings IV, Inc. (bis 2021)

Bewertung

KUV (P/S)1,04 vs. 3,20 (2021)
FCF-Rendite-83,0 % vs. -105,6 % (2021)
Ausschüttungsquote287,1 % vs. 31,1 % (2021)

Qualität & Bilanz

Nettomarge0,9 % vs. 3,3 % (2021)

Basis: SEC-XBRL-Jahresabschluss bis 31.12.2025, Multiples mit aktueller Marktkapitalisierung (trailing), Vergleich: GJ bis 2021. Kennzahlen erklärt →

Kennzahlen-Historie (5 Jahre) – Tabelle & Verlauf
Kennzahl20212022202320242025TTM*Verlauf
Bewertung
KUV (P/S)3,200,130,310,242,220,95
FCF-Rendite-105,6 %2.692,5 %20,8 %-960,7 %-38,9 %-169,2 %
Buyback-Rendite0,9 %0,0 %0,0 %
Ausschüttungsquote31,1 %88,5 %275,9 %287,1 %135,1 %
Qualität & Bilanz
Nettomarge3,3 %1,8 %-0,6 %0,5 %0,9 %1,9 %

Basis: SEC-XBRL-Jahresabschlüsse, Multiples je Geschäftsjahr mit Marktkapitalisierung zum Bilanzstichtag (point-in-time).
TTM* = letzte zwölf Monate (vorläufig, ungeprüft): jüngstes Geschäftsjahr + laufendes YTD − Vorjahres-YTD aus den Quartalsberichten (10-Q); Bewertungs-Multiples gegen die aktuelle Marktkapitalisierung. Kein testierter Jahresabschluss.

Externe Quelle: SEC EDGAR »
Externe Links: Yahoo Finance » · OnVista »

Glück Conviction Score™

UWMC UWM Holdings Corp
Conviction Score
38
Neutral
Risiko 71
Schwelle niedrighoch
Effektiv Risiko-Ausstieg
Handelsvolumen Mittel
Insider
0,0
Keine Insider-Käufe
Institutionell
59,5
57 neu, 102 erhöht, -266556K $ netto
Aktivist
34,2
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,71% (Stand: 30.06.2026)

Score-Verlauf (90 Tage)

Konviktions-Verlauf — oben stark · Mitte neutral · unten schwach
Farbzonen = Stärkestufen (Sehr schwach … Sehr stark). Exit-Score unter der Schwelle = Timing-Ausstieg. Komponenten per Legende einblenden.

Kursverlauf (24 Monate)

Indexierte Darstellung (Start = 100) — die Kursform bleibt sichtbar, absolute Kurse sind angemeldeten Mitgliedern vorbehalten.

Technische Indikatoren

35
Technical-Score: 35 / 100 (informativ, keine Anlageempfehlung)
Bullisch-Anteil 18.2 % — 2 bullisch / 5 bärisch / 4 neutral

Technical-Score basiert auf 12 Indikatoren (Trend, Momentum, Volatilität, Position) mit fixen Gewichten — wird aktuell nur informativ angezeigt und fließt nicht in den Glück Conviction Score ein. Integration nach Backtest-Kalibrierung (P5).

IndikatorSignalGewichtWertDetailBeitrag
Kurs vs SMA50Bärisch10 %2.57-21.4 % vs SMA50
Kurs vs SMA200Bärisch15 %4.24-52.4 % vs SMA200
EMA20 vs EMA50Bärisch5 %2.16EMA50: 2.55
MACD-HistogrammBullisch10 %0.026Bullisch
RSI(14)Neutral10 %34.8Neutral (30–70)
Stoch %K(14)Bullisch5 %10.0Überverkauft
ADX(14)+DINeutral10 %21.4+DI: 15.9 / −DI: 22.2
Z-Score(60)Neutral5 %-1.24In Range
52W-PositionBärisch5 %0.4 %Hoch 6.91 / Tief 2.00
Bollinger(20,2σ)Neutral5 %27.0 %Upper 2.27 / Mid 2.10 / Lower 1.93
LinReg-Slope(60)Bärisch10 %-0.0327R²=0.94 / annualisiert -299.7 %

Insider-Transaktionen (12 Monate)

DatumInsiderRolleTypStückzahlKursWert (USD)ΔTrend
2026-05-08Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-1.003.3333,39-3.401.298,87-110,3%
2026-05-07Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-1.003.3333,39-3.401.298,87-110,3%
2026-05-06Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-1.003.3333,66-3.672.198,78-119,1%
2026-05-05Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-1.003.3333,45-3.461.498,85-112,3%
2026-05-04Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-1.003.3333,57-3.581.898,81-116,2%
2026-05-01Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-1.001.0243,62-3.623.706,88-117,6%
2026-04-30Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-934.0613,53-3.297.235,33-107,0%
2026-04-29Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-1.000.5743,50-3.502.009,00-113,6%
2026-04-28Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-986.6443,66-3.611.117,04-117,1%
2026-04-27Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-1.000.5743,78-3.782.169,72-122,7%
2026-04-24Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-1.000.5743,75-3.752.152,50-121,7%
2026-04-23Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-1.000.5743,65-3.652.095,10-118,5%
2026-04-22Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-1.000.5743,70-3.702.123,80-120,1%
2026-04-21Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-1.000.5743,82-3.822.192,68-124,0%
2026-04-20Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-1.000.5743,94-3.942.261,56-127,9%
2026-04-17Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-1.000.5743,93-3.932.255,82-127,6%
2026-04-16Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-1.000.5743,76-3.762.158,24-122,0%
2026-04-15Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-1.000.5743,78-3.782.169,72-122,7%
2026-04-14Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-1.000.5743,71-3.712.129,54-120,4%
2026-04-13Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-1.000.5743,66-3.662.100,84-118,8%
2026-04-10Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-1.000.5743,71-3.712.129,54-120,4%
2026-04-09Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-1.000.5743,91-3.912.244,34-126,9%
2026-04-08Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-1.000.5743,87-3.872.221,38-125,6%
2026-04-07Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-1.000.5743,61-3.612.072,14-117,2%
2026-04-06Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-1.000.5743,73-3.732.141,02-121,1%
2026-04-02Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-1.000.5743,69-3.692.118,06-119,8%
2026-04-01Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-1.000.5743,63-3.632.083,62-117,8%
2026-03-31Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-1.000.5743,55-3.552.037,70-115,2%
2026-03-30Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-1.000.5743,52-3.522.020,48-114,3%
2026-03-27Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-1.000.5743,49-3.492.003,26-113,3%
2026-03-26Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-1.000.5743,46-3.461.986,04-112,3%
2026-03-25Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-1.000.5743,55-3.552.037,70-115,2%
2026-03-24Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-1.000.5743,63-3.632.083,62-117,8%
2026-03-23Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-1.000.5743,72-3.722.135,28-120,7%
2026-03-20Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-1.000.5743,60-3.602.066,40-116,9%
2026-03-19Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-1.000.5743,67-3.672.106,58-119,1%
2026-03-18Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-1.000.5743,73-3.732.141,02-121,1%
2026-03-17Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-1.000.5743,67-3.672.106,58-119,1%
2026-03-16Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-1.000.5743,70-3.702.123,80-120,1%
2026-03-13Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-632.8743,69-2.335.305,06-75,8%
2026-03-12Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-632.8743,78-2.392.263,72-77,6%
2026-03-11Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-632.8743,91-2.474.537,34-80,3%
2026-03-10Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-632.8744,13-2.613.769,62-84,8%
2026-03-09Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-632.8743,78-2.392.263,72-77,6%
2026-03-06Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-632.8743,94-2.493.523,56-80,9%
2026-03-05Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-632.8744,11-2.601.112,14-84,4%
2026-03-04Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-632.8744,23-2.677.057,02-86,8%
2026-03-03Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-632.8744,25-2.689.714,50-87,3%
2026-03-02Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-632.8744,35-2.753.001,90-89,3%
2026-02-27Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-632.8744,44-2.809.960,56-91,2%
2026-02-26Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-632.8744,40-2.784.645,60-90,3%
2026-02-25Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-632.8744,03-2.550.482,22-82,7%
2026-02-24Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-632.8744,51-2.854.261,74-92,6%
2026-02-23Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-632.8744,52-2.860.590,48-92,8%
2026-02-20Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-632.8744,64-2.936.535,36-95,3%
2026-02-19Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-632.8744,77-3.018.808,98-97,9%
2026-02-18Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-632.8744,85-3.069.438,90-99,6%
2026-02-17Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-632.8744,88-3.088.425,12-100,2%
2026-02-13Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-632.8744,94-3.126.397,56-101,4%
2026-02-12Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-632.8744,73-2.993.494,02-97,1%
2026-02-11Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-632.8744,66-2.949.192,84-95,7%
2026-02-10Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-632.8744,83-3.056.781,42-99,2%
2026-02-09Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-632.8744,61-2.917.549,14-94,6%
2026-02-06Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-632.8744,84-3.063.110,16-99,4%
2026-02-05Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-632.8745,10-3.227.657,40-104,7%
2026-02-04Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-632.8745,05-3.196.013,70-103,7%
2026-02-03Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-632.8745,21-3.297.273,54-107,0%
2026-02-02Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-632.8745,20-3.290.944,80-106,8%
2026-01-30Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-632.8745,00-3.164.370,00-102,7%
2026-01-29Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-632.8745,76-3.645.354,24-118,3%
2026-01-28Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-632.8745,89-3.727.627,86-120,9%
2026-01-27Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-632.8745,81-3.676.997,94-119,3%
2026-01-26Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-632.8745,75-3.639.025,50-118,1%
2026-01-23Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-632.8745,85-3.702.312,90-120,1%
2026-01-22Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-632.8745,87-3.714.970,38-120,5%
2026-01-21Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-632.8745,75-3.639.025,50-118,1%
2026-01-20Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-632.8745,82-3.683.326,68-119,5%
2026-01-16Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-632.8746,04-3.822.558,96-124,0%
2026-01-15Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-632.8745,72-3.620.039,28-117,4%
2026-01-14Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-632.8745,46-3.455.492,04-112,1%
2026-01-13Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-632.8745,37-3.398.533,38-110,3%
2026-01-12Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-632.8745,35-3.385.875,90-109,8%
2026-01-09Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-632.8745,27-3.335.245,98-108,2%
2026-01-08Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-632.8744,73-2.993.494,02-97,1%
2026-01-07Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-632.8744,70-2.974.507,80-96,5%
2026-01-06Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-632.8744,45-2.816.289,30-91,4%
2026-01-05Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-632.8744,43-2.803.631,82-91,0%
2026-01-02Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-632.8744,42-2.797.303,08-90,7%
2025-12-31Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-632.8744,37-2.765.659,38-89,7%
2025-12-30Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-632.8744,43-2.803.631,82-91,0%
2025-12-29Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-632.8744,42-2.797.303,08-90,7%
2025-12-26Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-632.8744,57-2.892.234,18-93,8%
2025-12-24Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-449.9974,66-2.096.986,02-68,0%
2025-12-23Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-402.4834,70-1.891.670,10-61,4%
2025-12-12Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-612.2875,47-3.349.209,89-108,6%
2025-12-11Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-612.2875,63-3.447.175,81-111,8%
2025-12-10Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-612.2875,60-3.428.807,20-111,2%
2025-12-09Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-612.2875,54-3.392.069,98-110,0%
2025-12-08Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-612.2875,67-3.471.667,29-112,6%
2025-12-05Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-612.2875,78-3.539.018,86-114,8%
2025-12-04Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-612.2875,74-3.514.527,38-114,0%
2025-12-03Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-612.2875,71-3.496.158,77-113,4%
2025-12-02Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-612.2875,80-3.551.264,60-115,2%
2025-12-01Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-612.2875,80-3.551.264,60-115,2%
2025-11-28Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-437.0735,85-2.556.877,05-82,9%
2025-11-26Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-596.3565,81-3.464.828,36-112,4%
2025-11-25Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-596.3565,60-3.339.593,60-108,3%
2025-11-24Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-596.3565,21-3.107.014,76-100,8%
2025-11-21Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-596.3565,09-3.035.452,04-98,5%
2025-11-20Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-596.3564,98-2.969.852,88-96,3%
2025-11-19Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-596.3564,96-2.957.925,76-96,0%
2025-11-18Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-596.3564,93-2.940.035,08-95,4%
2025-11-17Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-596.3564,94-2.945.998,64-95,6%
2025-11-14Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-596.3565,11-3.047.379,16-98,9%
2025-11-13Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-596.3565,27-3.142.796,12-102,0%
2025-11-12Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-596.3565,47-3.262.067,32-105,8%
2025-11-11Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-596.3565,45-3.250.140,20-105,4%
2025-11-10Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-596.3565,47-3.262.067,32-105,8%
2025-11-07Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-596.3565,18-3.089.124,08-100,2%
2025-11-06Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-596.3565,25-3.130.869,00-101,6%
2025-11-05Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-596.3565,69-3.393.265,64-110,1%
2025-11-04Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-596.3565,76-3.435.010,56-111,4%
2025-11-03Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-596.3565,76-3.435.010,56-111,4%
2025-10-31Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-596.3565,59-3.333.630,04-108,1%
2025-10-30Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-596.3565,56-3.315.739,36-107,6%
2025-10-29Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-596.3565,70-3.399.229,20-110,3%
2025-10-28Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-596.3565,82-3.470.791,92-112,6%
2025-10-27Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-596.3565,83-3.476.755,48-112,8%
2025-10-24Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-596.3565,87-3.500.609,72-113,6%
2025-10-23Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-596.3565,75-3.429.047,00-111,2%
2025-10-22Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-596.3565,73-3.417.119,88-110,9%
2025-10-21Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-596.3565,67-3.381.338,52-109,7%
2025-10-20Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-596.3565,56-3.315.739,36-107,6%
2025-10-17Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-596.3565,37-3.202.431,72-103,9%
2025-10-16Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-596.3565,26-3.136.832,56-101,8%
2025-10-15Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-596.3565,39-3.214.358,84-104,3%
2025-10-14Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-596.3565,38-3.208.395,28-104,1%
2025-10-13Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-596.3565,27-3.142.796,12-102,0%
2025-10-10Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-596.3565,34-3.184.541,04-103,3%
2025-10-09Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-596.3565,30-3.160.686,80-102,5%
2025-10-08Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-596.3565,40-3.220.322,40-104,5%
2025-10-07Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-596.3565,39-3.214.358,84-104,3%
2025-10-06Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-596.3565,69-3.393.265,64-110,1%
2025-10-03Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-596.3565,99-3.572.172,44-115,9%
2025-10-02Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-596.3566,06-3.613.917,36-117,2%
2025-10-01Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-596.3566,22-3.709.334,32-120,3%
2025-09-30Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-596.3566,09-3.631.808,04-117,8%
2025-09-29Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-596.3566,11-3.643.735,16-118,2%
2025-09-26Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-596.3566,23-3.715.297,88-120,5%
2025-09-25Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-596.3566,25-3.727.225,00-120,9%
2025-09-24Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-596.3566,42-3.828.605,52-124,2%
2025-09-23Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-596.3566,42-3.828.605,52-124,2%
2025-09-22Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-596.3566,23-3.715.297,88-120,5%
2025-09-19Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-596.3566,45-3.846.496,20-124,8%
2025-09-18Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-596.3566,56-3.912.095,36-126,9%
2025-09-17Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-596.3566,81-4.061.184,36-131,7%
2025-09-16Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-596.3566,66-3.971.730,96-128,8%
2025-09-15Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-596.3566,84-4.079.075,04-132,3%
2025-09-12Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-400.0566,88-2.752.385,28-89,3%
2025-09-11Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-400.0366,99-2.796.251,64-90,7%
2025-09-10Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-400.0366,77-2.708.243,72-87,9%
2025-09-09Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-400.0366,40-2.560.230,40-83,1%
2025-09-08Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-400.0366,44-2.576.231,84-83,6%
2025-09-05Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-400.0366,25-2.500.225,00-81,1%
2025-09-04Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-400.0365,81-2.324.209,16-75,4%
2025-09-03Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-400.0365,65-2.260.203,40-73,3%
2025-09-02Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-400.0365,59-2.236.201,24-72,5%
2025-08-29Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-400.0365,70-2.280.205,20-74,0%
2025-08-28Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-400.0365,56-2.224.200,16-72,2%
2025-08-27Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-400.0365,68-2.272.204,48-73,7%
2025-08-26Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-400.0365,77-2.308.207,72-74,9%
2025-08-25Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-400.0365,73-2.292.206,28-74,4%
2025-08-22Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-400.0365,78-2.312.208,08-75,0%
2025-08-21Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-400.0365,36-2.144.192,96-69,6%
2025-08-20Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-400.0365,60-2.240.201,60-72,7%
2025-08-19Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-400.0365,57-2.228.200,52-72,3%
2025-08-18Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-400.0365,35-2.140.192,60-69,4%
2025-08-15Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-400.0365,39-2.156.194,04-69,9%
2025-08-14Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-400.0365,45-2.180.196,20-70,7%
2025-08-13Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-400.0365,45-2.180.196,20-70,7%
2025-08-12Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-400.0364,91-1.964.176,76-63,7%
2025-08-11Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-400.0364,58-1.832.164,88-59,4%
2025-08-08Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-400.0364,58-1.832.164,88-59,4%
2025-08-07Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-400.0364,61-1.844.165,96-59,8%
2025-08-06Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-400.0364,25-1.700.153,00-55,2%
2025-08-05Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-400.0364,31-1.724.155,16-55,9%
2025-08-04Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-400.0364,25-1.700.153,00-55,2%
2025-08-01Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-400.0364,19-1.676.150,84-54,4%
2025-07-31Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-400.0364,02-1.608.144,72-52,2%
2025-07-30Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-400.0364,10-1.640.147,60-53,2%
2025-07-29Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-400.0364,23-1.692.152,28-54,9%
2025-07-28Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-400.0364,24-1.696.152,64-55,0%
2025-07-25Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-400.0364,23-1.692.152,28-54,9%
2025-07-24Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-400.0364,42-1.768.159,12-57,4%
2025-07-23Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-400.0364,65-1.860.167,40-60,3%
2025-07-22Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-400.0364,57-1.828.164,52-59,3%
2025-07-21Mat IshbiaDirector, Officer, 10% Owner, President and CEOOpen Market Sale-400.0364,40-1.760.158,40-57,1%

Fondsaktivität (Vorquartalsvergleich)

⚠ Vorläufige Daten: Erst 1301 von typischerweise 8364 Fonds (16 %) haben für das aktuelle 13F-Quartal eingereicht — Werte können sich in den kommenden Wochen noch deutlich ändern.

FondsAktuell (Stk)Vorquartal (Stk)Veränderung (Stk)Wert (USD)StatusΔTrend
FMR LLC26.508.262026.508.26295.959.910Neu+100,0%
BlackRock, Inc.12.600.753012.600.75345.614.724Neu+100,0%
VANGUARD CAPITAL MANAGEMENT LLC11.135.266011.135.26640.309.663Neu+100,0%
Freestone Grove Partners LP9.759.12609.759.12635.328.036Neu+100,0%
KING STREET CAPITAL MANAGEMENT, L.P.7.799.00007.799.00028.232.380Neu+100,0%
TWO SIGMA INVESTMENTS, LP7.693.46407.693.46427.850.340Neu+100,0%
BANK OF AMERICA CORP /DE/6.969.80906.969.80925.230.709Neu+100,0%
NORTHERN TRUST CORP6.905.18606.905.18624.996.774Neu+100,0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP6.277.08506.277.08522.723.048Neu+100,0%
GOLDMAN SACHS GROUP INC6.128.86306.128.86322.186.485Neu+100,0%
Diameter Capital Partners LP5.800.00005.800.00020.996.000Neu+100,0%
CITADEL ADVISORS LLC5.455.12405.455.12419.747.549Neu+100,0%
Integrated Investment Consultants, LLC5.371.66405.371.66419.445.424Neu+100,0%
GEODE CAPITAL MANAGEMENT, LLC4.241.63004.241.63015.359.454Neu+100,0%
MORGAN STANLEY4.011.67504.011.67514.522.269Neu+100,0%
BALYASNY ASSET MANAGEMENT L.P.4.000.00004.000.00014.480.000Neu+100,0%
STATE STREET CORP3.565.63803.565.63813.213.567Neu+100,0%
CANADA PENSION PLAN INVESTMENT BOARD3.588.20003.588.20012.989.284Neu+100,0%
RENAISSANCE TECHNOLOGIES LLC3.537.50003.537.50012.805.750Neu+100,0%
TUDOR INVESTMENT CORP ET AL3.529.03403.529.03412.775.103Neu+100,0%
PLATINUM EQUITY, LLC2.990.20102.990.20110.824.528Neu+100,0%
AQR CAPITAL MANAGEMENT LLC2.883.64502.883.64510.438.795Neu+100,0%
Alyeska Investment Group, L.P.2.855.79002.855.79010.337.960Neu+100,0%
D. E. Shaw & Co., Inc.2.590.56702.590.5679.377.853Neu+100,0%
BNP PARIBAS FINANCIAL MARKETS2.574.34602.574.3469.319.133Neu+100,0%
140 Summer Partners LP2.570.00002.570.0009.303.400Neu+100,0%
MILLENNIUM MANAGEMENT LLC2.260.64802.260.6488.183.546Neu+100,0%
GROUP ONE TRADING LLC2.095.04002.095.0407.584.045Neu+100,0%
Karl Kapital LLC2.012.10502.012.1057.283.820Neu+100,0%
UBS Group AG2.000.71302.000.7137.242.581Neu+100,0%
Alight Capital Management LP1.925.00001.925.0006.968.500Neu+100,0%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1.545.10601.545.1065.593.284Neu+100,0%
Holocene Advisors, LP1.281.40601.281.4064.638.690Neu+100,0%
NFJ INVESTMENT GROUP, LLC1.189.21601.189.2164.304.962Neu+100,0%
IMC-Chicago, LLC1.026.34601.026.3463.715.373Neu+100,0%
SIMPLEX TRADING, LLC992.9460992.9463.594.464Neu+100,0%
Point72 Asset Management, L.P.978.1650978.1653.540.957Neu+100,0%
Steward Partners Investment Advisory, LLC963.7770963.7773.488.874Neu+100,0%
PDT Partners, LLC956.1750956.1753.461.354Neu+100,0%
Walleye Trading LLC954.1950954.1953.454.186Neu+100,0%
Signature Equity Partners, LLC925.8640925.8643.351.629Neu+100,0%
DARK FOREST CAPITAL MANAGEMENT LP839.1210839.1213.037.618Neu+100,0%
FIRST TRUST ADVISORS LP812.8540812.8542.942.530Neu+100,0%
JANE STREET GROUP, LLC747.8000747.8002.707.036Neu+100,0%
WINTON GROUP Ltd659.2300659.2302.386.413Neu+100,0%
Squarepoint Ops LLC634.6870634.6872.297.567Neu+100,0%
WELLS FARGO & COMPANY/MN634.4580634.4582.296.739Neu+100,0%
Carrera Capital Advisors550.6560550.6562.048.439Neu+100,0%
Brooklands Fund Management Ltd554.9000554.9002.047.579Neu+100,0%
Quantbot Technologies LP524.1190524.1191.897.311Neu+100,0%

Top-Fondshalter (Stand: 30.06.2026)

⚠ Vorläufige Daten: Erst 1301 von typischerweise 8364 Fonds (16 %) haben für dieses Quartal eingereicht. Vollständigkeit erwartet bis 14.08.2026. Auswertungen (NEW/INC/DEC) sind noch zu konservativ — viele Spätfiler erscheinen aktuell als „Exits".

FondsAnteileVorquartal (Stk)ΔWert (USD)Anteil (%)StimmkontrolleVerlauf
180 WEALTH ADVISORS, LLC482.521297.827+62,0%1.104.97334,1316 %17 Q
Pacific Capital Wealth Advisors, Inc.430.000143.000+200,7%984.70030,420 %2 Q
Sequoia Financial Advisors, LLC107.31231.152+244,5%245.7447,590 %2 Q
Prospera Financial Services Inc97.821107.071-8,6%224.0076,920 %3 Q
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC78.92297.853-19,3%164.1575,071 %12 Q
CoreCap Advisors, LLC51.3322.010+2453,8%117.5503,630 %12 Q
Taylor & Morgan Wealth Management, LLC36.39135.466+2,6%83.3362,570 %17 Q
CWA Asset Management Group, LLC27.01626.330+2,6%61.8671,910 %2 Q
THOMPSON INVESTMENT MANAGEMENT, INC.25.0000+100,0%57.2501,77100 %1 Q
Wedmont Private Capital20.76821.606-3,9%43.1971,330 %10 Q
Merit Financial Group, LLC18.2940+100,0%41.8931,291 %4 Q
FORTEM FINANCIAL GROUP, LLC13.48514.985-10,0%30.8810,950 %11 Q
Secure Asset Management, LLC13.2360+100,0%30.3100,940 %3 Q
Alpha Zero LLC13.5000+100,0%27.6750,850 %1 Q
Farther Finance Advisors, LLC2.9858.932-66,6%6.8340,210 %11 Q
GAMMA Investing LLC1.3911.209+15,1%3.1850,10100 %11 Q
ELEVATION WEALTH PARTNERS, LLC1.3551.288+5,2%3.1030,100 %2 Q
Cedar Mountain Advisors, LLC1.3251.312+1,0%3.0350,090 %17 Q
Spire Wealth Management1.0701.000+7,0%2.4500,0817 Q
FNY Investment Advisers, LLC302.000286.300+5,5%6910,02100 %17 Q

Halter-Trend (6 Quartale)

PeriodeStatusHalterAnteile (Mio)Wert (Mio $)
30.06.2026vorl.241,83
31.03.2026281217,6775
31.12.2025297221,6954
30.09.2025267190,11.094
30.06.2025238144,5556
31.03.2025250131,1666

Top 10 Neueinsteiger

FondsAnteileWert (USD)
Freestone Grove Partners LP9.759.12635.328.036
Diameter Capital Partners LP5.800.00020.996.000
CANADA PENSION PLAN INVESTMENT BOARD3.588.20012.989.284
DARK FOREST CAPITAL MANAGEMENT LP839.1213.037.618
North Reef Capital Management LP353.4291.279.413
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND316.9811.147.471
Fieldview Capital Management, LLC303.3241.098.033
AXQ CAPITAL, LP268.890973.382
WOLVERINE ASSET MANAGEMENT LLC202.453732.880
Pacific Capital Wealth Advisors, Inc.143.000517.660

Top 10 Aufstocker

FondsAnteileΔ AnteileΔ %Wert (USD)
FMR LLC26.508.26210.499.974+65.6 %95.959.910
NORTHERN TRUST CORP6.905.1865.808.134+529.4 %24.996.774
GOLDMAN SACHS GROUP INC6.128.8635.386.446+725.5 %22.186.485
BANK OF AMERICA CORP /DE/6.969.8093.905.286+127.4 %25.230.709
KING STREET CAPITAL MANAGEMENT, L.P.7.799.0003.205.000+69.8 %28.232.380
D. E. Shaw & Co., Inc.2.390.5671.897.062+384.4 %8.653.853
TWO SIGMA INVESTMENTS, LP7.693.4641.756.785+29.6 %27.850.340
Karl Kapital LLC2.012.1051.611.273+402.0 %7.283.820
SUSQUEHANNA INTERNATIONAL GROUP, LLP2.310.7851.221.058+112.1 %8.365.042
Virtu Financial LLC1.620.5571.209.772+294.5 %5.866

Top 10 Verkäufer

FondsAnteileΔ AnteileΔ %Wert (USD)
FIRST TRUST ADVISORS LP812.854-3.594.182-81.6 %2.942.530
MetLife Investment Management, LLC4.784-2.642.458-99.8 %17.318
CITADEL ADVISORS LLC4.184.124-2.531.350-37.7 %15.146.529
MILLENNIUM MANAGEMENT LLC2.260.648-2.148.018-48.7 %8.183.546
Point72 Asset Management, L.P.504.665-1.960.987-79.5 %1.826.887
BNP PARIBAS FINANCIAL MARKETS2.574.346-1.455.106-36.1 %9.319.133
BASSWOOD CAPITAL MANAGEMENT, L.L.C.478.445-1.447.962-75.2 %1.731.971
RENAISSANCE TECHNOLOGIES LLC3.537.500-1.389.384-28.2 %12.805.750
AQR CAPITAL MANAGEMENT LLC2.883.645-1.375.159-32.3 %10.438.795
UBS Group AG2.000.713-1.346.587-40.2 %7.242.581

Zusätzlich aktuell von 79 Mutual Funds/ETFs gehalten (N-PORT). Alle Fondsgesellschaften & ihre 4-Quartals-Bewegungen →

Aktivisten & Großaktionäre (13D/13G)

DatumInvestorTypAnteilAktienΔZweckΔ-Balken
11.05.2026Norges BankPassiv (13G)8,11 %23.905.274Neu
06.05.2026Abigail P. Johnson (+1)Passiv (13G/A)9,00 %26.508.262+2,80 pp
23.04.2026SFS Holding Corp.Aktivist (13D/A)79,40 %1.265.482.620-1,00 ppItem 4 of the Schedule 13 D is hereby amended by the addition of the following: As prev…
23.04.2026Mat IshbiaAktivist (13D/A)79,70 %1.270.717.132-1,00 ppItem 4 of the Schedule 13 D is hereby amended by the addition of the following: As prev…
01.04.2026SFS Holding Corp.Aktivist (13D/A)80,40 %1.287.482.620-1,00 ppItem 4 of the Schedule 13 D is hereby amended by the addition of the following: As prev…
01.04.2026Mat IshbiaAktivist (13D/A)80,70 %1.292.717.132-1,00 ppItem 4 of the Schedule 13 D is hereby amended by the addition of the following: As prev…
27.03.2026The Vanguard GroupPassiv (13G/A)Ausstieg0-8,07 pp
05.03.2026SFS Holding Corp.Aktivist (13D/A)81,40 %1.298.482.620-1,00 ppItem 4 of the Schedule 13 D is hereby amended by the addition of the following: As prev…
05.03.2026Mat IshbiaAktivist (13D/A)81,70 %1.303.588.990-1,00 ppItem 4 of the Schedule 13 D is hereby amended by the addition of the following: As prev…
05.02.2026Abigail P. Johnson (+1)Passiv (13G/A)6,20 %15.921.118-1,60 pp
02.02.2026SFS Holding Corp.Aktivist (13D/A)82,40 %1.318.553.880-1,00 ppItem 4 of the Schedule 13 D is hereby amended by the addition of the following: As prev…
02.02.2026Mat IshbiaAktivist (13D/A)82,70 %1.323.660.250-1,00 ppItem 4 of the Schedule 13 D is hereby amended by the addition of the following: As prev…
10.12.2025Mat IshbiaAktivist (13D/A)83,70 %1.339.102.981-1,00 ppItem 4 of the Schedule 13 D is hereby amended by the addition of the following: As prev…
10.12.2025SFS Holding Corp.Aktivist (13D/A)83,40 %1.333.996.611-1,00 ppItem 4 of the Schedule 13 D is hereby amended by the addition of the following: As prev…
13.11.2025PLATINUM EQUITY, LLC (+1)Passiv (13G/A)2,70 %6.909.320Neu
13.11.2025BRANDES INVESTMENT PARTNERS, LPPassiv (13G/A)4,80 %10.471.859-1,30 pp
05.11.2025Mat IshbiaAktivist (13D/A)84,70 %1.355.199.922-1,00 ppItem 4 of the Schedule 13 D is hereby amended by the addition of the following: As prev…
05.11.2025SFS Holding Corp.Aktivist (13D/A)84,40 %1.350.093.552-1,00 ppItem 4 of the Schedule 13 D is hereby amended by the addition of the following: As prev…
06.10.2025Mat IshbiaAktivist (13D/A)85,70 %1.370.588.990-1,00 ppItem 4 of the Schedule 13 D is hereby amended by the addition of the following: As prev…
06.10.2025SFS Holding Corp.Aktivist (13D/A)85,40 %1.365.482.620-1,00 ppItem 4 of the Schedule 13 D is hereby amended by the addition of the following: As prev…
14.08.2025Mat IshbiaAktivist (13D/A)86,70 %1.385.788.990-1,10 ppItem 4 of the Schedule 13 D is hereby amended by the addition of the following: As prev…
14.08.2025SFS Holding Corp.Aktivist (13D/A)86,40 %1.380.682.620-1,00 ppItem 4 of the Schedule 13 D is hereby amended by the addition of the following: As prev…
14.08.2025Citadel Securities LLCPassiv (13G/A)0,50 %1.083.315+0,20 pp
14.08.2025Citadel Securities Group LP (+1)Passiv (13G/A)1,20 %2.407.699+0,60 pp
14.08.2025Kenneth GriffinPassiv (13G/A)2,80 %5.584.628-3,80 pp
14.08.2025Citadel Advisors Holdings LP (+2)Passiv (13G/A)1,60 %3.176.929-4,40 pp
12.08.2025BRANDES INVESTMENT PARTNERS, LPPassiv (13G)6,10 %12.228.813-1,10 pp
01.08.2025Integrated Core Strategies (US) LLCPassiv (13G/A)0,80 %1.711.462-4,60 pp
01.08.2025Millennium Group Management LLC (+2)Passiv (13G/A)2,50 %4.974.748-3,80 pp
29.07.2025The Vanguard GroupPassiv (13G/A)8,07 %16.271.781+2,29 pp
17.06.2025SFS Holding Corp.Aktivist (13D/A)87,40 %1.397.782.6200,00 ppItem 4 of the Schedule 13 D is hereby amended by the addition of the following: As prev…
17.06.2025Mat IshbiaAktivist (13D/A)87,80 %1.402.888.9900,00 ppItem 4 of the Schedule 13 D is hereby amended by the addition of the following: As prev…
15.05.2025Kenneth GriffinPassiv (13G/A)6,60 %13.245.064-1,30 pp
15.05.2025Citadel Securities LLCPassiv (13G/A)0,30 %676.928-0,60 pp
15.05.2025Citadel Securities Group LP (+1)Passiv (13G/A)0,60 %1.114.238-0,50 pp
15.05.2025Citadel Advisors Holdings LP (+2)Passiv (13G/A)6,00 %12.130.826-0,80 pp
14.05.2025BRANDES INVESTMENT PARTNERS, LPPassiv (13G)7,20 %12.228.813Neu
12.05.2025Millennium Group Management LLC (+2)Passiv (13G/A)6,30 %12.646.156-0,40 pp
12.05.2025Integrated Core Strategies (US) LLCPassiv (13G/A)5,40 %10.967.652-0,50 pp
12.05.2025Abigail P. Johnson (+1)Passiv (13G/A)7,80 %14.718.291+1,00 pp

Finanzkennzahlen (SEC XBRL)

Währung:
PeriodeFilingUmsatzNettoergebnisEPSAktivaEigenkapital
2026-03-3110-Q901.427.000 $25.301.000 $0,09 $19.266.244.000 $
2025-12-3110-K3.160.569.000 $27.380.000 $0,12 $16.928.676.000 $
2025-09-3010-Q843.252.000 $-1.262.000 $-0,01 $17.022.337.000 $
2025-06-3010-Q758.700.000 $22.909.000 $0,11 $13.886.889.000 $
2025-03-3110-Q613.370.000 $-13.679.000 $-0,12 $14.048.433.000 $
2024-12-3110-K2.674.126.000 $14.404.000 $0,13 $15.671.116.000 $
2024-09-3010-Q745.598.000 $-6.295.000 $-0,06 $15.119.798.000 $
2024-06-3010-Q622.413.000 $3.050.000 $0,03 $12.921.641.000 $
2024-03-3110-Q585.519.000 $8.730.000 $0,09 $12.797.334.000 $
2023-12-3110-K2.165.475.000 $-13.230.000 $-0,14 $11.871.854.000 $
2023-09-3010-Q677.116.000 $18.231.000 $0,15 $12.204.137.000 $
2023-06-3010-Q587.520.000 $7.558.000 $0,08 $12.425.919.000 $
2023-03-3110-Q161.274.000 $-11.941.000 $-0,13 $10.947.716.000 $
2022-12-3110-K2.372.626.000 $41.715.000 $0,45 $13.600.625.000 $
2022-09-3010-Q684.173.000 $11.696.000 $0,13 $11.890.083.000 $
2022-06-3010-Q564.225.000 $8.366.000 $0,09 $11.016.910.000 $
2022-03-3110-Q821.794.000 $21.930.000 $0,22 $10.990.953.000 $
2021-12-3110-K2.970.293.000 $98.445.000 $0,66 $22.528.358.000 $
2021-09-3010-Q690.314.000 $25.246.000 $0,16 $16.480.950.000 $
2021-06-3010-Q484.652.000 $8.264.000 $0,07 $16.844.098.000 $

Quartalsergebnisse (Earnings)

QuartalStichtagVerkündetUmsatzEPS
Q1 202631.03.202611.05.2026901,4 Mio. USD0,09
Q3 202530.09.202506.11.2025843,3 Mio. USD-0,01
Q2 202530.06.202507.08.2025758,7 Mio. USD0,11
Q1 202531.03.202506.05.2025613,4 Mio. USD-0,12
Q3 202430.09.202407.11.2024745,6 Mio. USD-0,06
Q2 202430.06.202406.08.2024622,4 Mio. USD0,03
Q1 202431.03.202409.05.2024585,5 Mio. USD0,09
Q3 202330.09.202308.11.2023677,1 Mio. USD0,15
Q2 202330.06.202309.08.2023587,5 Mio. USD0,08

Dividenden

Termine (aus 8-K Item 8.01, kommende fett)

ZahltagEx-TagStichtagje AktieFrequenz
2026-07-092026-06-180,1000 USD
2026-04-092026-03-190,1000 USD

Beträge aus SEC-XBRL, Termine aus 8-K Item 8.01 (KI-extrahiert), ohne Gewähr.

Einreichungs-Historie (10-K / 10-Q / 20-F / 6-K)

SEC-Einreichungs-Historie der letzten sechs Jahre (Datum = US-Kalendertag, SEC/ET): Quartalsberichte (10-Q) und Jahresberichte (10-K); ausländische Emittenten (ADR/Foreign Private Issuer) reichen stattdessen Jahresberichte (20-F/40-F) und Zwischenmitteilungen (6-K) ein — dort liegt im SEC-Index keine Berichtsperiode vor, Periode und Verzögerung bleiben leer. Die Spalte „Verzögerung" zeigt die Tage zwischen Berichtsstichtag und tatsächlicher Einreichung. Suffix /A kennzeichnet nachträgliche Berichtigungen.

Eingereicht (US)FormBerichtsperiodeVerzögerung
11.05.202610-Q31.03.202641 TageSEC »
25.02.202610-K31.12.202556 TageSEC »
06.11.202510-Q30.09.202537 TageSEC »
07.08.202510-Q30.06.202538 TageSEC »
06.05.202510-Q31.03.202536 TageSEC »
27.02.202510-K/A31.12.202458 TageSEC »
26.02.202510-K31.12.202457 TageSEC »
07.11.202410-Q30.09.202438 TageSEC »
06.08.202410-Q30.06.202437 TageSEC »
09.05.202410-Q31.03.202439 TageSEC »
28.02.202410-K31.12.202359 TageSEC »
08.11.202310-Q30.09.202339 TageSEC »
09.08.202310-Q30.06.202340 TageSEC »
10.05.202310-Q31.03.202340 TageSEC »
01.03.202310-K31.12.202260 TageSEC »
04.11.202210-Q30.09.202235 TageSEC »
09.08.202210-Q30.06.202240 TageSEC »
10.05.202210-Q31.03.202240 TageSEC »
01.03.202210-K31.12.202160 TageSEC »
09.11.202110-Q30.09.202140 TageSEC »
16.08.202110-Q30.06.202147 TageSEC »
13.05.202110-Q31.03.202143 TageSEC »
22.03.202110-K31.12.202081 TageSEC »
05.11.202010-Q30.09.202036 TageSEC »
07.08.202010-Q30.06.202038 TageSEC »

Proxy-/Governance-Filings

Proxy-Statements (SEC DEF-14A-Familie) der letzten sechs Jahre: reguläre HV-Einladungen zur Aktionärsversammlung, Aktivisten-Proxy-Fights (contested / Non-Management-Solicitation) und M&A-Abstimmungen. Aktivisten-Proxy-Fight (contested solicitation) = Kampf um Verwaltungsrat-Sitze oder gegen das Management.

Datum (US)KategorieHV-Termin (US)Stichtag (US)Form
22.06.2026Aktivisten-Proxy-FightDFAN14ASEC »
22.06.2026Aktivisten-Proxy-FightDFAN14ASEC »
15.06.2026Aktivisten-Proxy-FightDFAN14ASEC »
05.06.2026Aktivisten-Proxy-FightDFAN14ASEC »
28.05.2026Aktivisten-Proxy-FightDFAN14ASEC »
22.05.2026Aktivisten-Proxy-FightDFAN14ASEC »
18.05.2026Aktivisten-Proxy-FightDFAN14ASEC »
14.05.2026Aktivisten-Proxy-FightDFAN14ASEC »
14.05.2026Aktivisten-Proxy-FightDEFC14ASEC »
13.05.2026Aktivisten-Proxy-FightDFAN14ASEC »
12.05.2026Aktivisten-Proxy-FightDFAN14ASEC »
11.05.2026Aktivisten-Proxy-FightDFAN14ASEC »
04.05.2026Aktivisten-Proxy-FightPREC14ASEC »
24.04.2026HV-EinladungDEFA14ASEC »
24.04.2026HV-Einladung03.06.2026 Jahres-HV06.04.2026DEF 14ASEC »
25.04.2025HV-EinladungDEFA14ASEC »
25.04.2025HV-Einladung04.06.2025 Jahres-HV07.04.2025DEF 14ASEC »
25.04.2024HV-EinladungDEFA14ASEC »
25.04.2024HV-Einladung04.06.2024 Jahres-HV08.04.2024DEF 14ASEC »
28.04.2023HV-EinladungDEFA14ASEC »
28.04.2023HV-Einladung07.06.2023 Jahres-HV13.04.2023DEF 14ASEC »
29.04.2022HV-EinladungDEFA14ASEC »
29.04.2022HV-Einladung08.06.2022 Jahres-HV14.04.2022DEF 14ASEC »
13.01.2021HV-EinladungDEFR14ASEC »
17.12.2020HV-EinladungDEFA14ASEC »
16.12.2020M&A-Abstimmung20.01.2021 a.o. HVDEFM14ASEC »
17.11.2020HV-EinladungDEFA14ASEC »
09.11.2020HV-EinladungDEFA14ASEC »
06.11.2020VorläufigPRER14ASEC »
06.11.2020HV-EinladungDEFA14ASEC »
13.10.2020HV-EinladungDEFA14ASEC »
02.10.2020M&A-AbstimmungPREM14ASEC »

Datum = US-Einreichungsdatum (SEC EDGAR, ET). HV-Termin = Datum der Aktionärsversammlung, Stichtag (Record Date) = Nachweisstichtag für die Stimmberechtigung (aus dem Dokument extrahiert).

Übernahmen & Fusionen (M&A)

M&A-relevante SEC-Filings der letzten sechs Jahre: Übernahmeangebote (Tender Offers), Fusionen (425/S-4), Aktienrückkauf-Angebote (Self-Tender) und Going-Private-Transaktionen. Geführt nach dem einreichenden Emittenten.

Datum (US)KategorieFormDeal-KonditionenSEC
11.03.2026Fusion425Ziel: Two Harbors Investment, Corp.SEC »
30.01.2026FusionS-4Ziel: Two Harbors Investment Corp. · Aktientausch · Umtausch 2,3328 Akt./Ziel-AktieSEC »
19.12.2025Fusion425Ziel: Two Harbors Investment Corp.SEC »

Datum = US-Einreichungsdatum (SEC EDGAR, ET). Deal-Konditionen aus dem Dokument extrahiert (Tender: SC TO-T/-I/SC 14D9; Fusion: 425/S-4 — Gegenpartei + Umtauschverhältnis), ohne Gewähr — Original siehe SEC-Link.

Kritische 8-K Meldungen

DatumMeldungTagsSchwereFilingAuszug
31.03.2025Item 5.02 — Abgang SchlüsselpersonenHOCHSECItem 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers…
30.06.2023Item 5.02 — Abgang SchlüsselpersonenHOCHSECItem 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers…
08.02.2023Item 5.02 — Abgang SchlüsselpersonenHOCHSECItem 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers…
16.06.2022Item 5.02 — Abgang SchlüsselpersonenHOCHSECItem 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers…
13.05.2021Item 4.02 — BilanzkorrekturenEXTREMSECItem 4.02(a) filed on Form 8-K with the Company’s independent registered public accounting firm. The historical audited…

8-K-Ereignisse (KI)

🔒 Die vollständige KI-Einordnung je 8-K ist Teil des Kunden-Abos — freischalten.

DatumEreignisSentimentMaterialitätZusammenfassungFiling
03.06.2026HV-Abstimmung0,1045UWM Holdings hielt seine Jahresversammlung am 3. Juni 2026 ab. Aktionäre stimmten über die Wahl von vier Direktoren und die Bestätigung von … 🔒SEC
13.05.2026Sonstiges0,0015UWM Holdings Corporation veröffentlichte eine Pressemitteilung am 13. Mai 2026. Der spezifische Inhalt ist im bereitgestellten Auszug nicht … 🔒SEC
12.05.2026Sonstiges0,0015Am 12. Mai 2026 hat UWM Holdings Corporation eine Pressemitteilung gemäß Regulation FD Disclosure veröffentlicht. Inhalte siehe Exhibit 99.1… 🔒SEC
11.05.2026Sonstiges0,0015UWMC veröffentlichte am 11. Mai 2026 eine Pressemitteilung gemäß Regulation FD Disclosure. Der konkrete Inhalt ist im Excerpt nicht verfügba… 🔒SEC
06.05.2026dividend0,5065UWM Holdings Verwaltungsrat beschließt Dividende von $0,10 pro Stammaktie, zahlbar am 9. Juli 2026 an Aktionäre mit Stichtag 18. Juni 2026. … 🔒SEC
04.05.2026Sonstiges0,0030UWM Holdings veröffentlichte am 4. Mai 2026 eine Press Release (Regulation FD Disclosure); inhaltliche Details nicht im Filing-Auszug verfüg… 🔒SEC
01.05.2026M&A angekündigt0,3085UWM Holdings kündigte ein überarbeitetes Übernahmeangebot für Two Harbors Investment Corp. an. Aktionäre können $12,00 pro Aktie in bar oder… 🔒SEC
16.03.2026Sonstiges0,2042UWMC engagiert Okapi Partners LLC als strategischen Berater und Proxy-Solicitor für die Sondershare-Abstimmung zur Two Harbors Merger.SEC
11.03.2026Guidance-Update0,2050UWM Holdings Corp veröffentlichte eine Investorenpräsentation mit zusätzlichen Informationen zur ausstehenden Übernahme von Two Harbors, Inc… 🔒SEC
10.03.2026Sonstiges0,0020UWM Holdings Corporation gab am 9. März 2026 eine Pressemitteilung ab. Der genaue Inhalt ist im Filing nicht offengelegt.SEC
27.02.2026Sonstiges0,0035Unternehmen veröffentlichte Earnings-Präsentation vom 26. Februar 2026 als Regulation FD Disclosure gemäß Item 7.01.SEC
25.02.2026Quartalszahlen0,2055UWM Holdings meldete Ergebnisse für Q4/Gesamtjahr 2025 und erklärte eine Quartalsdividende von $0,10 je Stammaktie, zahlbar am 9. April 2026… 🔒SEC

Fail-to-Deliver (6 Monate)

DatumFTD-MengeKursWert (USD)
2026-06-30951.9382,101.999.070
2026-06-26466.2582,12988.467
2026-06-245842,031.186
2026-06-18143.8572,28327.994
2026-06-164.5962,3510.801
2026-06-152.0002,384.760
2026-06-12482,39115
2026-06-10917.5742,482.275.584
2026-06-0318.8272,9755.916
2026-06-011173,06358
2026-05-19417.7532,921.219.839
2026-05-18539.0003,001.617.000
2026-05-15688.2843,032.085.501
2026-05-148.9483,1027.739
2026-05-1122.6913,3876.696
2026-05-087853,382.653
2026-05-043.9993,6614.636
2026-05-019473,543.352
2026-04-2113.8003,9854.924
2026-04-10118.0903,92462.913
2026-04-0933,9112
2026-04-063673,721.365
2026-03-311503,47521
2026-03-276123,532.160
2026-03-2362.0723,56220.976
2026-03-1936.1383,69133.349
2026-03-16506.8413,661.855.038
2026-03-121.0733,914.195
2026-03-114.9004,0419.796
2026-03-09109.6503,86423.249
2026-03-064.0044,0316.136
2026-03-05376.8254,181.575.129
2026-03-02404.9954,411.786.028
2026-02-2785.3294,55388.247
2026-02-25328.8694,561.499.643
2026-02-24563.7564,532.553.815
2026-02-20395.5654,801.898.712
2026-02-19529.6224,812.547.482
2026-02-18108.7224,84526.214
2026-02-13227.8314,701.070.806
2026-02-1124.6314,84119.214
2026-02-105.5014,6325.470
2026-02-06171.3835,15882.622
2026-02-05426.6735,142.193.099
2026-02-041.134.4355,085.762.930
2026-02-031.362.7105,136.990.702
2026-01-3032.1125,70183.038
2026-01-2971.4635,89420.917
2026-01-2752.2485,78301.993
2026-01-227.2565,7942.012
2026-01-208.0006,1048.800

Hinweis

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