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, Q4 2021
Institutional positions in UWM Holdings Corp as of Dec 31, 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
- 158
- +22 vs. Q3 2021
- Shares held
- 30.8M
- +3.72M (+13.8%) vs. Q3 2021
- Total value
- $182.3M
- −$6.05M (−3.2%) vs. Q3 2021
- New holders
- 46
- 59 more added
- Sold out
- 24
- 35 more reduced
2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding UWM Holdings Corp; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ci Investments Inc. | 5 | $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 |
| Capital Advisors, Ltd. LLC | 9 | $0 | 0.00% | +9 | New |
| Quadrant Capital Group LLC | 39 | $0 | 0.00% | +39 | New |
| Covestor Ltd | 3 | $0 | 0.00% | +3 | New |
| Brewin Dolphin Ltd | 36 | $0 | 0.00% | +36 | New |
| American Portfolios Advisors | 136 | $805 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 143 | $1.00K | 0.00% | −195−57.7% | Reduced |
| NEXT Financial Group, Inc | 240 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 112 | $1.00K | 0.00% | +2+1.8% | Added |
| Optimum Investment Advisors | 103 | $1.00K | 0.00% | +2+2.0% | Added |
| Parkside Financial Bank & Trust | 246 | $1.00K | 0.00% | +112+83.6% | Added |
| Steward Partners Investment Advisory, LLC | 152 | $1.00K | 0.00% | +2+1.3% | Added |
| FNY Investment Advisers, LLC | 200 | $1.00K | 0.00% | +20+11.1% | Added |
| Wolff Wiese Magana LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 120 | $1.00K | 0.00% | +50+71.4% | Added |
| EverSource Wealth Advisors, LLC | 169 | $1.00K | 0.00% | +169 | New |
| TAP Consulting, LLC | 150 | $1.00K | 0.00% | +150 | New |
| Hantz Financial Services, Inc. | 371 | $2.00K | 0.00% | −1,996−84.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 300 | $2.00K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 403 | $2.00K | 0.00% | +203+101.5% | Added |
| Huntington National Bank | 500 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 450 | $3.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 502 | $3.00K | 0.00% | +502 | New |
| CWM, LLC | 526 | $3.00K | 0.00% | +526 | New |
| Parallel Advisors, LLC | 759 | $4.00K | 0.00% | +54+7.7% | Added |
| Trust Co of Vermont | 760 | $4.00K | 0.00% | +760 | New |
| Lindbrook Capital, LLC | 687 | $4.00K | 0.00% | +687 | New |
| Stephens Consulting, LLC | 1,000 | $5.92K | 0.01% | +1,000 | New |
| CoreCap Advisors, LLC | 993 | $6.00K | 0.00% | +993 | New |
| American International Group, Inc. | 1,334 | $8.00K | 0.00% | −77−5.5% | Reduced |
| Meeder Asset Management Inc | 1,407 | $8.00K | 0.00% | +1,177+511.7% | Added |
| Tower Research Capital LLC (TRC) | 1,562 | $9.00K | 0.00% | −14,618−90.3% | Reduced |
| American National Bank | 1,500 | $9.00K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1,546 | $9.00K | 0.00% | +1,546 | New |
| Financial Connections Group, Inc. | 2,029 | $12.0K | 0.01% | +2,029 | New |
| Allworth Financial LP | 2,247 | $13.0K | 0.00% | +76+3.5% | Added |
| Trustcore Financial Services, LLC | 2,373 | $14.0K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 2,453 | $14.0K | 0.00% | +1,000+68.8% | Added |
| Federation des caisses Desjardins du Quebec | 2,700 | $16.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 2,594 | $16.0K | 0.00% | −1,951−42.9% | Reduced |
| Carroll Financial Associates, Inc. | 2,860 | $17.0K | 0.00% | +1,415+97.9% | Added |
| Metropolitan Life Insurance Co | 3,840 | $22.7K | 0.00% | −104−2.6% | Reduced |
| Point72 Hong Kong Ltd | 4,001 | $24.0K | 0.00% | −21,892−84.5% | Reduced |
| Spire Wealth Management | 4,627 | $27.0K | 0.00% | +53+1.2% | Added |
| PEAK6 Investments LLC | 5,954 | $35.0K | 0.00% | +5,954 | New |
| Penserra Capital Management LLC | 6,300 | $37.0K | 0.00% | −3,163−33.4% | Reduced |
| Royal Bank of Canada | 7,767 | $46.0K | 0.00% | −4,177−35.0% | Reduced |
| Quantbot Technologies LP | 8,072 | $47.0K | 0.00% | −32,335−80.0% | Reduced |
| WealthPLAN Partners, LLC | 10,000 | $52.0K | 0.00% | +10,000 | New |
| JPMorgan Chase & Co | 9,343 | $55.0K | 0.00% | +793+9.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,822 | $58.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 10,408 | $62.0K | 0.01% | 00.0% | Unchanged |
| HSBC Holdings PLC | 10,374 | $62.0K | 0.00% | +234+2.3% | Added |
| State of Wisconsin Investment Board | 11,191 | $66.0K | 0.00% | 00.0% | Unchanged |
| Ieq Capital, LLC | 11,520 | $68.0K | 0.00% | −3,676−24.2% | Reduced |
| CTC Capital Management, LLC | 12,116 | $72.0K | 0.55% | +12,116 | New |
| Bluefin Capital Management, LLC | 12,400 | $73.0K | 0.01% | +12,400 | New |
| Pitcairn Co | 12,828 | $76.0K | 0.00% | +12,828 | New |
| Tudor Investment Corp Et Al | 13,223 | $78.0K | 0.00% | +13,223 | New |
| Bridgefront Capital, LLC | 13,422 | $79.0K | 0.08% | +13,422 | New |
| Raymond James Financial Services Advisors, Inc. | 13,544 | $80.0K | 0.00% | +40+0.3% | Added |
| Parallax Volatility Advisers, L.P. | 13,647 | $81.0K | 0.00% | +3,790+38.4% | Added |
| Man Group plc | 15,682 | $93.0K | 0.00% | +15,682 | New |
| Belvedere Trading LLC | 18,354 | $97.0K | 0.02% | −4,847−20.9% | Reduced |
| DDD Partners, LLC | 16,385 | $97.0K | 0.01% | +4,900+42.7% | Added |
| Advisor Group Holdings, Inc. | 16,614 | $98.0K | 0.00% | −31,920−65.8% | Reduced |
| Commonwealth Equity Services, LLC | 16,663 | $98.0K | 0.00% | −10,902−39.6% | Reduced |
| Amalgamated Bank | 17,609 | $104.0K | 0.00% | +2,396+15.7% | Added |
| Marathon Trading Investment Management LLC | 18,289 | $108.0K | 0.05% | −12,000−39.6% | Reduced |
| Teacher Retirement System of Texas | 18,520 | $110.0K | 0.00% | +3,561+23.8% | Added |
| Group One Trading, L.P. | 20,856 | $123.0K | 0.00% | +20,856 | New |
| Bluestein R H & Co | 21,050 | $125.0K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 21,954 | $130.0K | 0.00% | −7,333−25.0% | Reduced |
| Taylor & Morgan Wealth Management, LLC | 21,980 | $130.0K | 0.11% | +21,980 | New |
| Allspring Global Investments Holdings, LLC | 22,500 | $133.0K | 0.00% | +22,500 | New |
| Alliancebernstein L.P. | 22,588 | $134.0K | 0.00% | +9,042+66.8% | Added |
| Janney Montgomery Scott LLC | 24,033 | $142.0K | 0.00% | −5,215−17.8% | Reduced |
| Columbia Asset Management | 24,000 | $142.0K | 0.03% | +10,080+72.4% | Added |
| Dynamic Technology Lab Private Ltd | 24,189 | $144.0K | 0.02% | +24,189 | New |
| Stifel Financial Corp | 24,648 | $146.0K | 0.00% | +24,648 | New |
| Arizona State Retirement System | 25,801 | $153.0K | 0.00% | +524+2.1% | Added |
| Cetera Investment Advisers | 26,550 | $157.0K | 0.00% | +500+1.9% | Added |
| Truist Financial Corp | 26,711 | $158.0K | 0.00% | −20,139−43.0% | Reduced |
| Walleye Trading LLC | 26,749 | $158.0K | 0.00% | −4,189−13.5% | Reduced |
| Voya Investment Management LLC | 28,480 | $169.0K | 0.00% | +6,701+30.8% | Added |
| Patriot Financial Group Insurance Agency, LLC | 29,993 | $178.0K | 0.03% | +14,597+94.8% | Added |
| Legal & General Group Plc | 30,860 | $183.0K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 30,888 | $183.0K | 0.00% | +3,203+11.6% | Added |
| Hohimer Wealth Management, LLC | 32,725 | $194.0K | 0.04% | −615,213−94.9% | Reduced |
| Treasurer of the State of North Carolina | 32,889 | $195.0K | 0.00% | −490−1.5% | Reduced |
| Rothschild Investment Corp | 36,940 | $219.0K | 0.02% | 00.0% | Unchanged |
| Martingale Asset Management L P | 37,000 | $220.0K | 0.00% | +37,000 | New |
| Independent Financial Group, LLC | 37,362 | $221.2K | 0.02% | −11,209−23.1% | Reduced |
| Mercer Global Advisors Inc | 41,535 | $246.0K | 0.00% | +41,535 | New |
| Clear Street Markets LLC | 43,000 | $255.0K | 0.02% | +7,300+20.4% | Added |
| Neo Ivy Capital Management | 44,533 | $264.0K | 0.38% | +44,533 | New |
| Simplex Trading, LLC | 47,269 | $279.0K | 0.01% | −191,658−80.2% | Reduced |
| Rafferty Asset Management, LLC | 47,845 | $283.0K | 0.00% | +3,347+7.5% | Added |