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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 4,001 | $34.0K | 0.00% | −22,546−84.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,661 | $31.0K | 0.00% | +3,661 | New |
| Federation des caisses Desjardins du Quebec | 2,700 | $22.8K | 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 |
| Allworth Financial LP | 2,271 | $19.0K | 0.00% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 2,087 | $18.0K | 0.00% | +2,087 | 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 |
| Metropolitan Life Insurance Co | 1,875 | $15.8K | 0.00% | +1,875 | 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 |
| Tortoise Investment Management, LLC | 1,249 | $11.0K | 0.00% | +1,249 | New |
| Financial Perspectives, Inc | 1,000 | $8.45K | 0.00% | +1,000 | New |
| Lindbrook Capital, LLC | 1,000 | $8.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 702 | $6.00K | 0.00% | +2+0.3% | Added |
| American International Group, Inc. | 709 | $6.00K | 0.00% | +709 | 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 |
| Benjamin F. Edwards & Company, Inc. | 300 | $3.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 300 | $3.00K | 0.00% | +300 | New |
| 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 |
| American Portfolios Advisors | 136 | $1.15K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Phoenix Holdings Ltd. | 0 | $0 | 0.00% | −2,500,000−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −513,406−100.0% | Sold out |
| Lakewood Capital Management, LP | 0 | $0 | 0.00% | −350,000−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −182,365−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −66,846−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −58,934−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −31,600−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −23,898−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −12,985−100.0% | Sold out |
| QCM Cayman, Ltd. | 0 | $0 | 0.00% | −11,098−100.0% | Sold out |
| Telemetry Investments, L.L.C. | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −9,918−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −8,800−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −4,051−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −3,700−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −1,790−100.0% | Sold out |
| Tarbox Family Office, Inc. | 0 | $0 | 0.00% | −511−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −4−100.0% | Sold out |