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 |
|---|---|---|---|---|---|
| Kistler-Tiffany Companies, LLC | 3,000 | $21.0K | 0.00% | +3,000 | New |
| Federation des caisses Desjardins du Quebec | 2,700 | $18.8K | 0.00% | 00.0% | Unchanged |
| 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 |
| Allworth Financial LP | 2,171 | $15.0K | 0.00% | −100−4.4% | Reduced |
| TCI Wealth Advisors, Inc. | 2,000 | $14.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,800 | $12.0K | 0.00% | +1,500+500.0% | 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 |
| Deutsche Bank AG | 1,272 | $9.00K | 0.00% | +757+147.0% | Added |
| Financial Perspectives, Inc | 1,000 | $6.95K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 705 | $5.00K | 0.00% | +3+0.4% | Added |
| Berman Capital Advisors, LLC | 595 | $4.00K | 0.00% | +595 | 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 |
| 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 |
| 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 |
| American Portfolios Advisors | 136 | $945 | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |