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.
| 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, Q3 2021
Shares, value and share of portfolio for each institution holding UWM Holdings Corp; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Howe & Rusling Inc | 70 | $0 | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 20 | $0 | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 5 | $0 | 0.00% | +5 | New |
| Zions Bancorporation, N.A. | 41 | $0 | 0.00% | +41 | New |
| American Portfolios Advisors | 136 | $945 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 110 | $1.00K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 101 | $1.00K | 0.00% | +1+1.0% | Added |
| Steward Partners Investment Advisory, LLC | 150 | $1.00K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 180 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 102 | $1.00K | 0.00% | +1+1.0% | Added |
| Wolff Wiese Magana LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 200 | $1.00K | 0.00% | +200 | New |
| Parkside Financial Bank & Trust | 134 | $1.00K | 0.00% | +134 | New |
| Benjamin F. Edwards & Company, Inc. | 300 | $2.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 338 | $2.00K | 0.00% | +328+3,280.0% | Added |
| Meeder Asset Management Inc | 230 | $2.00K | 0.00% | +230 | New |
| NEXT Financial Group, Inc | 240 | $2.00K | 0.00% | +240 | New |
| Huntington National Bank | 500 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 450 | $3.00K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 421 | $3.00K | 0.00% | +421 | New |
| Berman Capital Advisors, LLC | 595 | $4.00K | 0.00% | +595 | New |
| Parallel Advisors, LLC | 705 | $5.00K | 0.00% | +3+0.4% | Added |
| Financial Perspectives, Inc | 1,000 | $6.95K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 1,272 | $9.00K | 0.00% | +757+147.0% | Added |
| Cutler Group LP | 1,453 | $10.0K | 0.00% | −84,833−98.3% | Reduced |
| American National Bank | 1,500 | $10.0K | 0.00% | 00.0% | Unchanged |
| RPG Investment Advisory, LLC | 1,500 | $10.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 1,411 | $10.0K | 0.00% | +702+99.0% | Added |
| Carroll Financial Associates, Inc. | 1,445 | $10.0K | 0.00% | +1,445 | New |
| Geneos Wealth Management Inc. | 1,800 | $12.0K | 0.00% | +1,500+500.0% | Added |
| TCI Wealth Advisors, Inc. | 2,000 | $14.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,171 | $15.0K | 0.00% | −100−4.4% | Reduced |
| Hantz Financial Services, Inc. | 2,367 | $16.0K | 0.00% | +4+0.2% | Added |
| Trustcore Financial Services, LLC | 2,373 | $16.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 2,700 | $18.8K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 3,000 | $21.0K | 0.00% | +3,000 | New |
| Metropolitan Life Insurance Co | 3,944 | $27.4K | 0.00% | +2,069+110.3% | Added |
| Spire Wealth Management | 4,574 | $32.0K | 0.00% | +42+0.9% | Added |
| Captrust Financial Advisors | 4,545 | $32.0K | 0.00% | +4,545 | New |
| Gerber Kawasaki Wealth & Investment Management | 5,910 | $41.0K | 0.01% | +5,910 | New |
| JPMorgan Chase & Co | 8,550 | $59.0K | 0.00% | −13,398−61.0% | Reduced |
| Penserra Capital Management LLC | 9,463 | $65.0K | 0.00% | −11,970−55.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,822 | $68.0K | 0.00% | +6,161+168.3% | Added |
| Parallax Volatility Advisers, L.P. | 9,857 | $69.0K | 0.00% | +9,857 | New |
| HSBC Holdings PLC | 10,140 | $70.0K | 0.00% | −145−1.4% | Reduced |
| Rockbridge Investment Management, LCC | 10,000 | $70.0K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 10,408 | $72.0K | 0.02% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 10,563 | $73.0K | 0.00% | +10,563 | New |
| State of Wisconsin Investment Board | 11,191 | $78.0K | 0.00% | +11,191 | New |
| DDD Partners, LLC | 11,485 | $80.0K | 0.01% | +11,485 | New |
| Royal Bank of Canada | 11,944 | $82.0K | 0.00% | +4,519+60.9% | Added |
| Cubist Systematic Strategies, LLC | 12,501 | $87.0K | 0.00% | +12,501 | New |
| Integrated Investment Consultants, LLC | 12,624 | $88.0K | 0.03% | +37+0.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 13,504 | $94.0K | 0.00% | +1,170+9.5% | Added |
| Alliancebernstein L.P. | 13,546 | $94.0K | 0.00% | +2,696+24.8% | Added |
| Prelude Capital Management, LLC | 13,602 | $95.0K | 0.01% | +13,602 | New |
| SG Americas Securities, LLC | 13,751 | $96.0K | 0.00% | +13,751 | New |
| Columbia Asset Management | 13,920 | $97.0K | 0.02% | +13,920 | New |
| Teacher Retirement System of Texas | 14,959 | $104.0K | 0.00% | +3,320+28.5% | Added |
| Ieq Capital, LLC | 15,196 | $106.0K | 0.00% | +3,882+34.3% | Added |
| Amalgamated Bank | 15,213 | $106.0K | 0.00% | +15,213 | New |
| Patriot Financial Group Insurance Agency, LLC | 15,396 | $107.0K | 0.02% | +4,371+39.6% | Added |
| Tower Research Capital LLC (TRC) | 16,180 | $112.0K | 0.00% | +12,179+304.4% | Added |
| Millennium Management LLC | 16,517 | $115.0K | 0.00% | −198,953−92.3% | Reduced |
| Boothbay Fund Management, LLC | 18,859 | $131.0K | 0.01% | +18,859 | New |
| Bluestein R H & Co | 21,050 | $146.0K | 0.01% | +2,150+11.4% | Added |
| Voya Investment Management LLC | 21,779 | $151.0K | 0.00% | +11,635+114.7% | Added |
| Belvedere Trading LLC | 23,201 | $166.0K | 0.05% | +1,530+7.1% | Added |
| Cetera Advisor Networks LLC | 23,903 | $166.0K | 0.00% | +9,366+64.4% | Added |
| Arizona State Retirement System | 25,277 | $176.0K | 0.00% | +53+0.2% | Added |
| Point72 Hong Kong Ltd | 25,893 | $180.0K | 0.01% | +8,277+47.0% | Added |
| Cetera Investment Advisers | 26,050 | $181.0K | 0.00% | +2,160+9.0% | Added |
| Gainplan LLC | 26,734 | $185.0K | 0.08% | −12,099−31.2% | Reduced |
| Pearl River Capital, LLC | 26,808 | $186.0K | 0.05% | −793−2.9% | Reduced |
| Commonwealth Equity Services, LLC | 27,565 | $191.0K | 0.00% | +3,022+12.3% | Added |
| AQR Capital Management LLC | 27,685 | $192.0K | 0.00% | +27,685 | New |
| Janney Montgomery Scott LLC | 29,248 | $203.0K | 0.00% | +1,112+4.0% | Added |
| Raymond James & Associates | 29,287 | $204.0K | 0.00% | −6,925−19.1% | Reduced |
| Marathon Trading Investment Management LLC | 30,289 | $211.0K | 0.10% | −25,500−45.7% | Reduced |
| Legal & General Group Plc | 30,860 | $214.0K | 0.00% | +22,654+276.1% | Added |
| Walleye Trading LLC | 30,938 | $215.0K | 0.01% | +20,564+198.2% | Added |
| Squarepoint Ops LLC | 31,269 | $217.0K | 0.00% | −146,362−82.4% | Reduced |
| Treasurer of the State of North Carolina | 33,379 | $232.0K | 0.00% | +18,559+125.2% | Added |
| Clear Street Markets LLC | 35,700 | $248.0K | 0.05% | +35,700 | New |
| Rothschild Investment Corp | 36,940 | $257.0K | 0.02% | +36,940 | New |
| Quantbot Technologies LP | 40,407 | $280.0K | 0.02% | +28,350+235.1% | Added |
| Rafferty Asset Management, LLC | 44,498 | $309.0K | 0.00% | +20,177+83.0% | Added |
| Prana Capital Management, LP | 44,741 | $311.0K | 0.03% | +44,741 | New |
| Truist Financial Corp | 46,850 | $326.0K | 0.00% | +8,625+22.6% | Added |
| Baker Tilly Wealth Management, LLC | 48,362 | $336.0K | 0.04% | +60.0% | Added |
| Advisor Group Holdings, Inc. | 48,534 | $337.0K | 0.00% | −7,670−13.6% | Reduced |
| Independent Financial Group, LLC | 48,571 | $337.6K | 0.03% | −3,000−5.8% | Reduced |
| Ameriprise Financial Inc | 49,287 | $343.0K | 0.00% | +10,187+26.1% | Added |
| New York State Common Retirement Fund | 51,647 | $359.0K | 0.00% | +11,147+27.5% | Added |
| Public Employees Retirement System of Ohio | 51,738 | $360.0K | 0.00% | +27,430+112.8% | Added |
| Rhumbline Advisers | 56,514 | $393.0K | 0.00% | +21,470+61.3% | Added |
| Wells Fargo & Company | 59,510 | $413.0K | 0.00% | +13,909+30.5% | Added |
| Wolverine Trading, LLC | 63,874 | $432.0K | 0.01% | −53,294−45.5% | Reduced |