UWM Holdings Corp
UWMC- Exchange
- NYSE
- Industry
- Mortgage Bankers & Loan Correspondents
- SEC CIK
- 0001783398
No open-market purchases or sales by UWM Holdings Corp insiders were filed in the last 90 days; 293 institutions reported holding it in 13F filings for Q2 2026, worth $601.5M in total; Duquesne Family Office is the only superinvestor holding it.
13F holders, Q2 2021
Institutional positions in UWM Holdings Corp as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 141
- +44 vs. Q1 2021
- Shares held
- 27.1M
- +2.67M (+10.9%) vs. Q1 2021
- Total value
- $229.2M
- +$36.6M (+19.0%) vs. Q1 2021
- New holders
- 64
- 39 more added
- Sold out
- 20
- 23 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting UWMC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 293 | $601.5M |
| Q1 2026 | 285 | $751.0M |
| Q4 2025 | 297 | $948.2M |
| Q3 2025 | 257 | $1.05B |
| Q2 2025 | 230 | $561.8M |
| Q1 2025 | 242 | $655.8M |
| Q4 2024 | 225 | $503.6M |
| Q3 2024 | 219 | $621.0M |
| Q2 2024 | 192 | $371.1M |
| Q1 2024 | 183 | $362.7M |
| Q4 2023 | 183 | $338.5M |
| Q3 2023 | 165 | $207.3M |
| Q2 2023 | 160 | $234.1M |
| Q1 2023 | 159 | $194.4M |
| Q4 2022 | 154 | $119.7M |
| Q3 2022 | 134 | $102.7M |
| Q2 2022 | 145 | $125.2M |
| Q1 2022 | 146 | $187.4M |
| Q4 2021 | 158 | $182.3M |
| Q3 2021 | 138 | $188.3M |
| Q2 2021 | 141 | $229.2M |
| Q1 2021 | 97 | $192.6M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding UWM Holdings Corp; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 10 | $0 | 0.00% | −290−96.7% | Reduced |
| Sterling Investment Advisors, Ltd. | 20 | $0 | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 20 | $0 | 0.00% | +20 | New |
| Eubel Brady & Suttman Asset Management Inc | 30 | $0 | 0.00% | +30 | New |
| Massmutual Trust Co FSB | 10 | $0 | 0.00% | +10 | New |
| Graves-Light Private Wealth Management, Inc. | 20 | $0 | 0.00% | +20 | New |
| FNY Investment Advisers, LLC | 180 | $1.00K | 0.00% | −2,120−92.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 150 | $1.00K | 0.00% | −53−26.1% | Reduced |
| Wolff Wiese Magana LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 70 | $1.00K | 0.00% | +20+40.0% | Added |
| Clearstead Advisors, LLC | 110 | $1.00K | 0.00% | +110 | New |
| Optimum Investment Advisors | 100 | $1.00K | 0.00% | +100 | New |
| Parisi Gray Wealth Management | 97 | $1.00K | 0.00% | +97 | New |
| Wealth Quarterback LLC | 101 | $1.00K | 0.00% | +101 | New |
| American Portfolios Advisors | 136 | $1.15K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 284 | $2.00K | 0.00% | +42+17.4% | Added |
| Geneos Wealth Management Inc. | 300 | $2.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 300 | $3.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 300 | $3.00K | 0.00% | +300 | New |
| Deutsche Bank AG | 515 | $4.00K | 0.00% | −26,377−98.1% | Reduced |
| CWM, LLC | 500 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 450 | $4.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 500 | $4.00K | 0.00% | +500 | New |
| Parallel Advisors, LLC | 702 | $6.00K | 0.00% | +2+0.3% | Added |
| American International Group, Inc. | 709 | $6.00K | 0.00% | +709 | New |
| Lindbrook Capital, LLC | 1,000 | $8.00K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,000 | $8.45K | 0.00% | +1,000 | New |
| Tortoise Investment Management, LLC | 1,249 | $11.0K | 0.00% | +1,249 | New |
| American National Bank | 1,500 | $13.0K | 0.00% | 00.0% | Unchanged |
| RPG Investment Advisory, LLC | 1,500 | $13.0K | 0.00% | +250+20.0% | Added |
| Metropolitan Life Insurance Co | 1,875 | $15.8K | 0.00% | +1,875 | New |
| Lee Financial Co | 2,000 | $17.0K | 0.00% | +1,000+100.0% | Added |
| TCI Wealth Advisors, Inc. | 2,000 | $17.0K | 0.00% | +2,000 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 2,087 | $18.0K | 0.00% | +2,087 | New |
| Allworth Financial LP | 2,271 | $19.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 2,363 | $20.0K | 0.00% | +2,003+556.4% | Added |
| Trustcore Financial Services, LLC | 2,373 | $20.0K | 0.00% | +2,373 | New |
| Federation des caisses Desjardins du Quebec | 2,700 | $22.8K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,661 | $31.0K | 0.00% | +3,661 | New |
| Tower Research Capital LLC (TRC) | 4,001 | $34.0K | 0.00% | −22,546−84.9% | Reduced |
| Spire Wealth Management | 4,532 | $38.0K | 0.00% | +32+0.7% | Added |
| Royal Bank of Canada | 7,425 | $63.0K | 0.00% | −5,037−40.4% | Reduced |
| Legal & General Group Plc | 8,206 | $69.0K | 0.00% | +8,206 | New |
| Rockbridge Investment Management, LCC | 10,000 | $85.0K | 0.01% | 00.0% | Unchanged |
| Voya Investment Management LLC | 10,144 | $86.0K | 0.00% | +10,144 | New |
| HSBC Holdings PLC | 10,285 | $88.0K | 0.00% | −142,501−93.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 10,408 | $88.0K | 0.02% | +10,000+2,451.0% | Added |
| Walleye Trading LLC | 10,374 | $88.0K | 0.00% | +10,374 | New |
| Alliancebernstein L.P. | 10,850 | $92.0K | 0.00% | +10,850 | New |
| Patriot Financial Group Insurance Agency, LLC | 11,025 | $93.0K | 0.02% | +11,025 | New |
| Ieq Capital, LLC | 11,314 | $96.0K | 0.00% | +30.0% | Added |
| Teacher Retirement System of Texas | 11,639 | $98.0K | 0.00% | +11,639 | New |
| Quantbot Technologies LP | 12,057 | $101.0K | 0.01% | −73,090−85.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 12,334 | $104.0K | 0.00% | −7,868−38.9% | Reduced |
| Integrated Investment Consultants, LLC | 12,587 | $106.0K | 0.03% | +12,587 | New |
| Man Group plc | 13,152 | $111.0K | 0.00% | +13,152 | New |
| Ahrens Investment Partners LLC | 13,100 | $111.0K | 0.05% | +13,100 | New |
| ExodusPoint Capital Management, LP | 13,362 | $113.0K | 0.00% | +13,362 | New |
| Bluefin Capital Management, LLC | 13,638 | $115.0K | 0.01% | +13,638 | New |
| Cetera Advisor Networks LLC | 14,537 | $123.0K | 0.00% | −35,183−70.8% | Reduced |
| Treasurer of the State of North Carolina | 14,820 | $125.0K | 0.00% | +14,820 | New |
| Enlightenment Research, LLC | 15,000 | $127.0K | 0.16% | +15,000 | New |
| Point72 Hong Kong Ltd | 17,616 | $149.0K | 0.01% | +17,616 | New |
| Bluestein R H & Co | 18,900 | $160.0K | 0.01% | +2,400+14.5% | Added |
| Paloma Partners Management Co | 19,144 | $162.0K | 0.00% | +19,144 | New |
| Belvedere Trading LLC | 21,671 | $163.0K | 0.07% | +17,859+468.5% | Added |
| Sigma Planning Corp | 19,732 | $167.0K | 0.01% | −10,918−35.6% | Reduced |
| Penserra Capital Management LLC | 21,433 | $181.0K | 0.00% | +8,555+66.4% | Added |
| JPMorgan Chase & Co | 21,948 | $185.0K | 0.00% | +21,948 | New |
| Cetera Investment Advisers | 23,890 | $202.0K | 0.00% | +1,200+5.3% | Added |
| Public Employees Retirement System of Ohio | 24,308 | $205.0K | 0.00% | +24,308 | New |
| Rafferty Asset Management, LLC | 24,321 | $206.0K | 0.00% | +24,321 | New |
| Commonwealth Equity Services, LLC | 24,543 | $207.0K | 0.00% | +13,911+130.8% | Added |
| Arizona State Retirement System | 25,224 | $213.0K | 0.00% | +25,224 | New |
| Pearl River Capital, LLC | 27,601 | $233.0K | 0.06% | +27,601 | New |
| Bank of America Corp | 27,725 | $234.0K | 0.00% | −180,061−86.7% | Reduced |
| Janney Montgomery Scott LLC | 28,136 | $238.0K | 0.00% | +28,136 | New |
| Parametric Portfolio Associates LLC | 28,432 | $240.0K | 0.00% | +28,432 | New |
| Jane Street Group, LLC | 30,600 | $259.0K | 0.00% | −317,244−91.2% | Reduced |
| Rhumbline Advisers | 35,044 | $296.0K | 0.00% | +35,044 | New |
| Raymond James & Associates | 36,212 | $306.0K | 0.00% | +6,348+21.3% | Added |
| Jacobs Asset Management, LLC | 37,300 | $315.0K | 0.12% | +37,300 | New |
| Truist Financial Corp | 38,225 | $323.0K | 0.00% | +38,225 | New |
| Gainplan LLC | 38,833 | $324.0K | 0.13% | +38,833 | New |
| Ameriprise Financial Inc | 39,100 | $330.0K | 0.00% | +39,100 | New |
| D.A. Davidson & Co. | 39,900 | $337.0K | 0.00% | +39,900 | New |
| New York State Common Retirement Fund | 40,500 | $342.0K | 0.00% | +40,500 | New |
| HAP Trading, LLC | 44,770 | $378.0K | 0.02% | +44,770 | New |
| Wells Fargo & Company | 45,601 | $386.0K | 0.00% | −50,412−52.5% | Reduced |
| Caption Management, LLC | 47,500 | $401.0K | 0.04% | +47,500 | New |
| Lebenthal Global Advisors, LLC | 48,174 | $407.0K | 0.22% | +48,174 | New |
| Baker Tilly Wealth Management, LLC | 48,356 | $409.0K | 0.07% | +8,251+20.6% | Added |
| Nomura Holdings Inc | 49,768 | $424.0K | 0.00% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 51,571 | $435.8K | 0.05% | −3,671−6.6% | Reduced |
| Marathon Trading Investment Management LLC | 55,789 | $471.0K | 0.26% | +10,000+21.8% | Added |
| Advisor Group Holdings, Inc. | 56,204 | $475.0K | 0.00% | +7,135+14.5% | Added |
| Bank of New York Mellon Corp | 62,383 | $527.0K | 0.00% | +62,383 | New |
| Credit Suisse AG | 59,852 | $532.0K | 0.00% | +59,852 | New |
| Invesco Ltd. | 63,173 | $534.0K | 0.00% | +63,173 | New |