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 |
|---|---|---|---|---|---|
| Public Employees Retirement System of Ohio | 48,869 | $289.0K | 0.00% | −2,869−5.5% | Reduced |
| Cetera Advisor Networks LLC | 50,762 | $301.0K | 0.00% | +26,859+112.4% | Added |
| Delphia (USA) Inc. | 51,779 | $307.0K | 0.33% | +51,779 | New |
| Ensign Peak Advisors, Inc | 52,750 | $312.0K | 0.00% | +52,750 | New |
| Price T Rowe Associates Inc | 53,551 | $317.0K | 0.00% | +53,551 | New |
| Credit Suisse AG | 56,637 | $334.0K | 0.00% | −8,940−13.6% | Reduced |
| Ameriprise Financial Inc | 60,968 | $363.0K | 0.00% | +11,681+23.7% | Added |
| Rhumbline Advisers | 63,176 | $374.0K | 0.00% | +6,662+11.8% | Added |
| Wolverine Trading, LLC | 65,218 | $393.0K | 0.01% | +1,344+2.1% | Added |
| New York State Common Retirement Fund | 69,052 | $409.0K | 0.00% | +17,405+33.7% | Added |
| LPL Financial LLC | 69,625 | $412.0K | 0.00% | −19,579−21.9% | Reduced |
| Holocene Advisors, LP | 76,256 | $451.0K | 0.00% | +76,256 | New |
| Lazard Asset Management LLC | 76,999 | $455.0K | 0.00% | +76,999 | New |
| JustInvest LLC | 77,123 | $457.0K | 0.03% | +77,123 | New |
| ExodusPoint Capital Management, LP | 84,182 | $498.0K | 0.01% | +84,182 | New |
| Citigroup Inc | 88,759 | $526.0K | 0.00% | +4,941+5.9% | Added |
| UBS Asset Management Americas Inc | 89,568 | $530.2K | 0.00% | −7,242−7.5% | Reduced |
| Lebenthal Global Advisors, LLC | 95,257 | $563.0K | 0.23% | +5,374+6.0% | Added |
| Cubist Systematic Strategies, LLC | 98,990 | $586.0K | 0.01% | +86,489+691.9% | Added |
| Virtu Financial LLC | 112,778 | $668.0K | 0.07% | +48,206+74.7% | Added |
| Invesco Ltd. | 112,919 | $669.0K | 0.00% | +7,774+7.4% | Added |
| IMC-Chicago, LLC | 119,986 | $710.0K | 0.03% | +119,986 | New |
| Envestnet Asset Management Inc | 120,944 | $716.0K | 0.00% | +120,944 | New |
| Paloma Partners Management Co | 122,239 | $724.0K | 0.02% | +122,239 | New |
| Corton Capital Inc. | 133,234 | $789.0K | 0.35% | +133,234 | New |
| Alpine Global Management, LLC | 135,048 | $799.0K | 0.12% | +135,048 | New |
| Morgan Stanley | 158,372 | $938.0K | 0.00% | −27,169−14.6% | Reduced |
| Bank of America Corp | 159,076 | $942.0K | 0.00% | −77,962−32.9% | Reduced |
| Squarepoint Ops LLC | 167,467 | $991.0K | 0.00% | +136,198+435.6% | Added |
| Millennium Management LLC | 169,925 | $1.01M | 0.00% | +153,408+928.8% | Added |
| UBS Group AG | 193,447 | $1.15M | 0.00% | −350,605−64.4% | Reduced |
| California State Teachers Retirement System | 204,456 | $1.21M | 0.00% | −25,525−11.1% | Reduced |
| Swiss National Bank | 210,900 | $1.25M | 0.00% | +6,400+3.1% | Added |
| Jane Street Group, LLC | 230,162 | $1.36M | 0.00% | +47,958+26.3% | Added |
| Prana Capital Management, LP | 251,237 | $1.49M | 0.12% | +206,496+461.5% | Added |
| Nuveen Asset Management, LLC | 259,420 | $1.60M | 0.00% | +34,308+15.2% | Added |
| SG3 Management, LLC | 305,000 | $1.81M | 0.18% | +305,000 | New |
| Van Eck Associates Corp | 310,982 | $1.84M | 0.00% | +310,982 | New |
| The PNC Financial Services Group, Inc. | 321,184 | $1.90M | 0.00% | +574+0.2% | Added |
| Schonfeld Strategic Advisors LLC | 323,400 | $1.92M | 0.02% | +168,400+108.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 330,099 | $1.95M | 0.01% | +32,445+10.9% | Added |
| Basswood Capital Management, L.L.C. | 396,296 | $2.35M | 0.11% | −457,642−53.6% | Reduced |
| Northern Trust Corp | 421,660 | $2.50M | 0.00% | −14,210−3.3% | Reduced |
| Charles Schwab Investment Management Inc | 443,119 | $2.62M | 0.00% | −3,922−0.9% | Reduced |
| Parametric Portfolio Associates LLC | 500,593 | $2.96M | 0.00% | +130,773+35.4% | Added |
| Weiss Multi-Strategy Advisers LLC | 502,732 | $2.98M | 0.07% | +502,732 | New |
| Wells Fargo & Company | 531,286 | $3.15M | 0.00% | +471,776+792.8% | Added |
| Renaissance Technologies LLC | 591,200 | $3.50M | 0.00% | +217,700+58.3% | Added |
| Goldman Sachs Group Inc | 668,056 | $3.96M | 0.00% | +414,417+163.4% | Added |
| Marshall Wace, LLP | 744,094 | $4.41M | 0.01% | +744,094 | New |
| Bank of New York Mellon Corp | 770,718 | $4.56M | 0.00% | +628,106+440.4% | Added |
| Geode Capital Management, LLC | 1,012,707 | $6.00M | 0.00% | +47,967+5.0% | Added |
| Integrated Investment Consultants, LLC | 1,044,234 | $6.18M | 1.65% | +1,031,610+8,171.8% | Added |
| State Street Corp | 1,196,808 | $7.19M | 0.00% | +243,190+25.5% | Added |
| Susquehanna International Group, LLP | 1,224,009 | $7.25M | 0.01% | −831,496−40.5% | Reduced |
| Victory Capital Management Inc | 1,330,488 | $7.88M | 0.01% | +270,882+25.6% | Added |
| BlackRock Inc. | 4,440,979 | $26.3M | 0.00% | +1,273,712+40.2% | Added |
| Vanguard Group Inc | 7,930,982 | $47.0M | 0.00% | +767,696+10.7% | Added |
| King Street Capital Management, L.P. | 0 | $0 | 0.00% | −1,950,000−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −532,551−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −251,501−100.0% | Sold out |
| Public Sector Pension Investment Board | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −88,738−100.0% | Sold out |
| FineMark National Bank & Trust | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| Baker Tilly Wealth Management, LLC | 0 | $0 | 0.00% | −48,362−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −26,808−100.0% | Sold out |
| Gainplan LLC | 0 | $0 | 0.00% | −26,734−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −18,859−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −13,751−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −13,602−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −10,563−100.0% | Sold out |
| Rockbridge Investment Management, LCC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Gerber Kawasaki Wealth & Investment Management | 0 | $0 | 0.00% | −5,910−100.0% | Sold out |
| Kistler-Tiffany Companies, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| RPG Investment Advisory, LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −1,272−100.0% | Sold out |
| Financial Perspectives, Inc | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −421−100.0% | Sold out |
| Zions Bancorporation, N.A. | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Graves-Light Private Wealth Management, Inc. | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Berman Capital Advisors, LLC | – | – | – | – | Not filed |
| Wealth Quarterback LLC | – | – | – | – | Not filed |