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 |
|---|---|---|---|---|---|
| Virtu Financial LLC | 64,572 | $449.0K | 0.04% | −149,584−69.8% | Reduced |
| Credit Suisse AG | 65,577 | $456.0K | 0.00% | +5,725+9.6% | Added |
| FineMark National Bank & Trust | 75,000 | $521.0K | 0.02% | 00.0% | Unchanged |
| Citigroup Inc | 83,818 | $583.0K | 0.00% | +14,585+21.1% | Added |
| Balyasny Asset Management LLC | 88,738 | $617.0K | 0.00% | +88,738 | New |
| LPL Financial LLC | 89,204 | $620.0K | 0.00% | +697+0.8% | Added |
| Lebenthal Global Advisors, LLC | 89,883 | $624.0K | 0.39% | +41,709+86.6% | Added |
| UBS Asset Management Americas Inc | 96,810 | $672.8K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 105,145 | $731.0K | 0.00% | +41,972+66.4% | Added |
| Bank of New York Mellon Corp | 142,612 | $991.0K | 0.00% | +80,229+128.6% | Added |
| Schonfeld Strategic Advisors LLC | 155,000 | $1.08M | 0.01% | +79,266+104.7% | Added |
| Jane Street Group, LLC | 182,204 | $1.27M | 0.00% | +151,604+495.4% | Added |
| Morgan Stanley | 185,541 | $1.29M | 0.00% | +86,189+86.8% | Added |
| Swiss National Bank | 204,500 | $1.42M | 0.00% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 225,112 | $1.59M | 0.00% | +128,939+134.1% | Added |
| California State Teachers Retirement System | 229,981 | $1.60M | 0.00% | +156,750+214.0% | Added |
| Bank of America Corp | 237,038 | $1.65M | 0.00% | +209,313+755.0% | Added |
| Public Sector Pension Investment Board | 250,000 | $1.74M | 0.01% | 00.0% | Unchanged |
| Walleye Capital LLC | 251,501 | $1.75M | 0.05% | +251,501 | New |
| Goldman Sachs Group Inc | 253,639 | $1.76M | 0.00% | +86,978+52.2% | Added |
| Simplex Trading, LLC | 238,927 | $1.96M | 0.07% | −269−0.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 297,654 | $2.07M | 0.01% | +78,411+35.8% | Added |
| The PNC Financial Services Group, Inc. | 320,610 | $2.23M | 0.00% | +286+0.1% | Added |
| Parametric Portfolio Associates LLC | 369,820 | $2.57M | 0.00% | +341,388+1,200.7% | Added |
| Renaissance Technologies LLC | 373,500 | $2.60M | 0.00% | +373,500 | New |
| Northern Trust Corp | 435,870 | $3.03M | 0.00% | +199,425+84.3% | Added |
| Charles Schwab Investment Management Inc | 447,041 | $3.11M | 0.00% | +181,796+68.5% | Added |
| Citadel Advisors LLC | 532,551 | $3.70M | 0.00% | +71,549+15.5% | Added |
| UBS Group AG | 544,052 | $3.78M | 0.00% | −180,430−24.9% | Reduced |
| Hohimer Wealth Management, LLC | 647,938 | $4.50M | 0.94% | +1,116+0.2% | Added |
| Basswood Capital Management, L.L.C. | 853,938 | $5.93M | 0.24% | −190,712−18.3% | Reduced |
| Geode Capital Management, LLC | 964,740 | $6.70M | 0.00% | +350,645+57.1% | Added |
| State Street Corp | 953,618 | $6.71M | 0.00% | +220,564+30.1% | Added |
| Victory Capital Management Inc | 1,059,606 | $7.36M | 0.01% | +1,059,606 | New |
| King Street Capital Management, L.P. | 1,950,000 | $13.6M | 1.14% | −2,464,300−55.8% | Reduced |
| Susquehanna International Group, LLP | 2,055,505 | $14.3M | 0.02% | +62,917+3.2% | Added |
| BlackRock Inc. | 3,167,267 | $22.0M | 0.00% | +1,175,617+59.0% | Added |
| Vanguard Group Inc | 7,163,286 | $49.8M | 0.00% | +369,032+5.4% | Added |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −750,000−100.0% | Sold out |
| Greenlight Capital Inc | 0 | $0 | 0.00% | −488,700−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −417,275−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −284,490−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −229,666−100.0% | Sold out |
| Sculptor Capital LP | 0 | $0 | 0.00% | −146,200−100.0% | Sold out |
| Marshall Wace North America L.P. | 0 | $0 | 0.00% | −116,953−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −107,595−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −71,382−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −63,730−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −49,768−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −47,500−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −44,770−100.0% | Sold out |
| D.A. Davidson & Co. | 0 | $0 | 0.00% | −39,900−100.0% | Sold out |
| Jacobs Asset Management, LLC | 0 | $0 | 0.00% | −37,300−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −19,732−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −19,144−100.0% | Sold out |
| Enlightenment Research, LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Bluefin Capital Management, LLC | 0 | $0 | 0.00% | −13,638−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −13,362−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −13,152−100.0% | Sold out |
| Ahrens Investment Partners LLC | 0 | $0 | 0.00% | −13,100−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −2,087−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −1,249−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Trust Co of Vermont | 0 | $0 | 0.00% | −284−100.0% | Sold out |
| Parisi Gray Wealth Management | 0 | $0 | 0.00% | −97−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Eubel Brady & Suttman Asset Management Inc | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |