Skip to main content

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, Q3 2021

Institutional positions in UWM Holdings Corp as of Sep 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
138
−2 vs. Q2 2021
Shares held
27.0M
−70.8K (−0.3%) vs. Q2 2021
Total value
$188.3M
−$40.8M (−17.8%) vs. Q2 2021
New holders
30
65 more added
Sold out
32
19 more reduced

1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2021: 138 institutions
Q1 2021: 97 institutionsQ2 2021: 141 institutionsQ3 2021: 138 institutionsQ4 2021: 158 institutionsQ1 2022: 146 institutionsQ2 2022: 145 institutionsQ3 2022: 134 institutionsQ4 2022: 154 institutionsQ1 2023: 159 institutionsQ2 2023: 160 institutionsQ3 2023: 165 institutionsQ4 2023: 183 institutionsQ1 2024: 183 institutionsQ2 2024: 192 institutionsQ3 2024: 219 institutionsQ4 2024: 225 institutionsQ1 2025: 242 institutionsQ2 2025: 230 institutionsQ3 2025: 257 institutionsQ4 2025: 297 institutionsQ1 2026: 285 institutionsQ2 2026: 293 institutions
Value heldQ3 2021: $188.3M
Q1 2021: $192.6MQ2 2021: $229.2MQ3 2021: $188.3MQ4 2021: $182.3MQ1 2022: $187.4MQ2 2022: $125.2MQ3 2022: $102.7MQ4 2022: $119.7MQ1 2023: $194.4MQ2 2023: $234.1MQ3 2023: $207.3MQ4 2023: $338.5MQ1 2024: $362.7MQ2 2024: $371.1MQ3 2024: $621.0MQ4 2024: $503.6MQ1 2025: $655.8MQ2 2025: $561.8MQ3 2025: $1.05BQ4 2025: $948.2MQ1 2026: $751.0MQ2 2026: $601.5M
Institutions holding UWMC and their total value by quarter
QuarterHoldersValue
Q2 2026293$601.5M
Q1 2026285$751.0M
Q4 2025297$948.2M
Q3 2025257$1.05B
Q2 2025230$561.8M
Q1 2025242$655.8M
Q4 2024225$503.6M
Q3 2024219$621.0M
Q2 2024192$371.1M
Q1 2024183$362.7M
Q4 2023183$338.5M
Q3 2023165$207.3M
Q2 2023160$234.1M
Q1 2023159$194.4M
Q4 2022154$119.7M
Q3 2022134$102.7M
Q2 2022145$125.2M
Q1 2022146$187.4M
Q4 2021158$182.3M
Q3 2021138$188.3M
Q2 2021141$229.2M
Q1 202197$192.6M

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding UWM Holdings Corp; share changes are against Q2 2021.

Institutions holding UWMC in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc7,163,286$49.8M0.00%+369,032+5.4%Added
BlackRock Inc.3,167,267$22.0M0.00%+1,175,617+59.0%Added
Susquehanna International Group, LLP2,055,505$14.3M0.02%+62,917+3.2%Added
King Street Capital Management, L.P.1,950,000$13.6M1.14%−2,464,300−55.8%Reduced
Victory Capital Management Inc1,059,606$7.36M0.01%+1,059,606New
State Street Corp953,618$6.71M0.00%+220,564+30.1%Added
Geode Capital Management, LLC964,740$6.70M0.00%+350,645+57.1%Added
Basswood Capital Management, L.L.C.853,938$5.93M0.24%−190,712−18.3%Reduced
Hohimer Wealth Management, LLC647,938$4.50M0.94%+1,116+0.2%Added
UBS Group AG544,052$3.78M0.00%−180,430−24.9%Reduced
Citadel Advisors LLC532,551$3.70M0.00%+71,549+15.5%Added
Charles Schwab Investment Management Inc447,041$3.11M0.00%+181,796+68.5%Added
Northern Trust Corp435,870$3.03M0.00%+199,425+84.3%Added
Renaissance Technologies LLC373,500$2.60M0.00%+373,500New
Parametric Portfolio Associates LLC369,820$2.57M0.00%+341,388+1,200.7%Added
The PNC Financial Services Group, Inc.320,610$2.23M0.00%+286+0.1%Added
Cambridge Investment Research Advisors, Inc.297,654$2.07M0.01%+78,411+35.8%Added
Simplex Trading, LLC238,927$1.96M0.07%−269−0.1%Reduced
Goldman Sachs Group Inc253,639$1.76M0.00%+86,978+52.2%Added
Walleye Capital LLC251,501$1.75M0.05%+251,501New
Public Sector Pension Investment Board250,000$1.74M0.01%00.0%Unchanged
Bank of America Corp237,038$1.65M0.00%+209,313+755.0%Added
California State Teachers Retirement System229,981$1.60M0.00%+156,750+214.0%Added
Nuveen Asset Management, LLC225,112$1.59M0.00%+128,939+134.1%Added
Swiss National Bank204,500$1.42M0.00%00.0%Unchanged
Morgan Stanley185,541$1.29M0.00%+86,189+86.8%Added
Jane Street Group, LLC182,204$1.27M0.00%+151,604+495.4%Added
Schonfeld Strategic Advisors LLC155,000$1.08M0.01%+79,266+104.7%Added
Bank of New York Mellon Corp142,612$991.0K0.00%+80,229+128.6%Added
Invesco Ltd.105,145$731.0K0.00%+41,972+66.4%Added
UBS Asset Management Americas Inc96,810$672.8K0.00%00.0%Unchanged
Lebenthal Global Advisors, LLC89,883$624.0K0.39%+41,709+86.6%Added
LPL Financial LLC89,204$620.0K0.00%+697+0.8%Added
Balyasny Asset Management LLC88,738$617.0K0.00%+88,738New
Citigroup Inc83,818$583.0K0.00%+14,585+21.1%Added
FineMark National Bank & Trust75,000$521.0K0.02%00.0%Unchanged
Credit Suisse AG65,577$456.0K0.00%+5,725+9.6%Added
Virtu Financial LLC64,572$449.0K0.04%−149,584−69.8%Reduced
Wolverine Trading, LLC63,874$432.0K0.01%−53,294−45.5%Reduced
Wells Fargo & Company59,510$413.0K0.00%+13,909+30.5%Added
Rhumbline Advisers56,514$393.0K0.00%+21,470+61.3%Added
Public Employees Retirement System of Ohio51,738$360.0K0.00%+27,430+112.8%Added
New York State Common Retirement Fund51,647$359.0K0.00%+11,147+27.5%Added
Ameriprise Financial Inc49,287$343.0K0.00%+10,187+26.1%Added
Independent Financial Group, LLC48,571$337.6K0.03%−3,000−5.8%Reduced
Advisor Group Holdings, Inc.48,534$337.0K0.00%−7,670−13.6%Reduced
Baker Tilly Wealth Management, LLC48,362$336.0K0.04%+60.0%Added
Truist Financial Corp46,850$326.0K0.00%+8,625+22.6%Added
Prana Capital Management, LP44,741$311.0K0.03%+44,741New
Rafferty Asset Management, LLC44,498$309.0K0.00%+20,177+83.0%Added
Quantbot Technologies LP40,407$280.0K0.02%+28,350+235.1%Added
Rothschild Investment Corp36,940$257.0K0.02%+36,940New
Clear Street Markets LLC35,700$248.0K0.05%+35,700New
Treasurer of the State of North Carolina33,379$232.0K0.00%+18,559+125.2%Added
Squarepoint Ops LLC31,269$217.0K0.00%−146,362−82.4%Reduced
Walleye Trading LLC30,938$215.0K0.01%+20,564+198.2%Added
Legal & General Group Plc30,860$214.0K0.00%+22,654+276.1%Added
Marathon Trading Investment Management LLC30,289$211.0K0.10%−25,500−45.7%Reduced
Raymond James & Associates29,287$204.0K0.00%−6,925−19.1%Reduced
Janney Montgomery Scott LLC29,248$203.0K0.00%+1,112+4.0%Added
AQR Capital Management LLC27,685$192.0K0.00%+27,685New
Commonwealth Equity Services, LLC27,565$191.0K0.00%+3,022+12.3%Added
Pearl River Capital, LLC26,808$186.0K0.05%−793−2.9%Reduced
Gainplan LLC26,734$185.0K0.08%−12,099−31.2%Reduced
Cetera Investment Advisers26,050$181.0K0.00%+2,160+9.0%Added
Point72 Hong Kong Ltd25,893$180.0K0.01%+8,277+47.0%Added
Arizona State Retirement System25,277$176.0K0.00%+53+0.2%Added
Belvedere Trading LLC23,201$166.0K0.05%+1,530+7.1%Added
Cetera Advisor Networks LLC23,903$166.0K0.00%+9,366+64.4%Added
Voya Investment Management LLC21,779$151.0K0.00%+11,635+114.7%Added
Bluestein R H & Co21,050$146.0K0.01%+2,150+11.4%Added
Boothbay Fund Management, LLC18,859$131.0K0.01%+18,859New
Millennium Management LLC16,517$115.0K0.00%−198,953−92.3%Reduced
Tower Research Capital LLC (TRC)16,180$112.0K0.00%+12,179+304.4%Added
Patriot Financial Group Insurance Agency, LLC15,396$107.0K0.02%+4,371+39.6%Added
Ieq Capital, LLC15,196$106.0K0.00%+3,882+34.3%Added
Amalgamated Bank15,213$106.0K0.00%+15,213New
Teacher Retirement System of Texas14,959$104.0K0.00%+3,320+28.5%Added
Columbia Asset Management13,920$97.0K0.02%+13,920New
SG Americas Securities, LLC13,751$96.0K0.00%+13,751New
Prelude Capital Management, LLC13,602$95.0K0.01%+13,602New
Raymond James Financial Services Advisors, Inc.13,504$94.0K0.00%+1,170+9.5%Added
Alliancebernstein L.P.13,546$94.0K0.00%+2,696+24.8%Added
Integrated Investment Consultants, LLC12,624$88.0K0.03%+37+0.3%Added
Cubist Systematic Strategies, LLC12,501$87.0K0.00%+12,501New
Royal Bank of Canada11,944$82.0K0.00%+4,519+60.9%Added
DDD Partners, LLC11,485$80.0K0.01%+11,485New
State of Wisconsin Investment Board11,191$78.0K0.00%+11,191New
Private Advisor Group, LLC10,563$73.0K0.00%+10,563New
Plante Moran Financial Advisors, LLC10,408$72.0K0.02%00.0%Unchanged
HSBC Holdings PLC10,140$70.0K0.00%−145−1.4%Reduced
Rockbridge Investment Management, LCC10,000$70.0K0.01%00.0%Unchanged
Parallax Volatility Advisers, L.P.9,857$69.0K0.00%+9,857New
Zurcher Kantonalbank (Zurich Cantonalbank)9,822$68.0K0.00%+6,161+168.3%Added
Penserra Capital Management LLC9,463$65.0K0.00%−11,970−55.8%Reduced
JPMorgan Chase & Co8,550$59.0K0.00%−13,398−61.0%Reduced
Gerber Kawasaki Wealth & Investment Management5,910$41.0K0.01%+5,910New
Spire Wealth Management4,574$32.0K0.00%+42+0.9%Added
Captrust Financial Advisors4,545$32.0K0.00%+4,545New
Metropolitan Life Insurance Co3,944$27.4K0.00%+2,069+110.3%Added