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 |
|---|---|---|---|---|---|
| CTC Capital Management, LLC | 12,116 | $72.0K | 0.55% | +12,116 | New |
| Ieq Capital, LLC | 11,520 | $68.0K | 0.00% | −3,676−24.2% | Reduced |
| State of Wisconsin Investment Board | 11,191 | $66.0K | 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 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,822 | $58.0K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 9,343 | $55.0K | 0.00% | +793+9.3% | Added |
| WealthPLAN Partners, LLC | 10,000 | $52.0K | 0.00% | +10,000 | New |
| Quantbot Technologies LP | 8,072 | $47.0K | 0.00% | −32,335−80.0% | Reduced |
| Royal Bank of Canada | 7,767 | $46.0K | 0.00% | −4,177−35.0% | Reduced |
| Penserra Capital Management LLC | 6,300 | $37.0K | 0.00% | −3,163−33.4% | Reduced |
| PEAK6 Investments LLC | 5,954 | $35.0K | 0.00% | +5,954 | New |
| Spire Wealth Management | 4,627 | $27.0K | 0.00% | +53+1.2% | Added |
| Point72 Hong Kong Ltd | 4,001 | $24.0K | 0.00% | −21,892−84.5% | Reduced |
| Metropolitan Life Insurance Co | 3,840 | $22.7K | 0.00% | −104−2.6% | Reduced |
| Carroll Financial Associates, Inc. | 2,860 | $17.0K | 0.00% | +1,415+97.9% | Added |
| Captrust Financial Advisors | 2,594 | $16.0K | 0.00% | −1,951−42.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,700 | $16.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Allworth Financial LP | 2,247 | $13.0K | 0.00% | +76+3.5% | Added |
| Financial Connections Group, Inc. | 2,029 | $12.0K | 0.01% | +2,029 | New |
| 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 |
| 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 |
| CoreCap Advisors, LLC | 993 | $6.00K | 0.00% | +993 | New |
| Stephens Consulting, LLC | 1,000 | $5.92K | 0.01% | +1,000 | 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 |
| 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 |
| 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 |
| 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 |
| American Portfolios Advisors | 136 | $805 | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |