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, Q1 2022
Institutional positions in UWM Holdings Corp as of Mar 31, 2022. 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
- 146
- −9 vs. Q4 2021
- Shares held
- 41.3M
- +10.6M (+34.5%) vs. Q4 2021
- Total value
- $187.4M
- +$5.32M (+2.9%) vs. Q4 2021
- New holders
- 32
- 61 more added
- Sold out
- 41
- 36 more reduced
3 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding UWM Holdings Corp; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Optimum Investment Advisors | 104 | $0 | 0.00% | +1+1.0% | Added |
| FNY Investment Advisers, LLC | 200 | $0 | 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 |
| Covestor Ltd | 4 | $0 | 0.00% | +1+33.3% | Added |
| US Bancorp | 65 | $0 | 0.00% | +65 | New |
| Northwestern Mutual Wealth Management Co | 50 | $0 | 0.00% | +50 | New |
| Howe & Rusling Inc | 140 | $1.00K | 0.00% | +20+16.7% | Added |
| Clearstead Advisors, LLC | 113 | $1.00K | 0.00% | +1+0.9% | Added |
| Steward Partners Investment Advisory, LLC | 155 | $1.00K | 0.00% | +3+2.0% | Added |
| Capital Advisors, Ltd. LLC | 307 | $1.00K | 0.00% | +298+3,311.1% | Added |
| Ellevest, Inc. | 171 | $1.00K | 0.00% | +171 | New |
| Quadrant Capital Group LLC | 156 | $1.00K | 0.00% | +117+300.0% | Added |
| CWM, LLC | 500 | $2.00K | 0.00% | −26−4.9% | Reduced |
| Cedar Mountain Advisors, LLC | 450 | $2.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 505 | $2.00K | 0.00% | +505 | New |
| Parallel Advisors, LLC | 711 | $3.00K | 0.00% | −48−6.3% | Reduced |
| Stephens Consulting, LLC | 1,000 | $4.53K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,000 | $5.00K | 0.00% | +500+100.0% | Added |
| Loomis Sayles & Co L P | 1,185 | $5.00K | 0.00% | +1,185 | New |
| American International Group, Inc. | 1,320 | $6.00K | 0.00% | −14−1.0% | Reduced |
| Cutler Group LP | 1,668 | $7.00K | 0.00% | −785−32.0% | Reduced |
| American National Bank | 1,500 | $7.00K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1,572 | $7.00K | 0.00% | +26+1.7% | Added |
| Hantz Financial Services, Inc. | 1,667 | $8.00K | 0.00% | +1,296+349.3% | Added |
| National Bank of Canada | 1,880 | $8.00K | 0.00% | +1,880 | New |
| Financial Connections Group, Inc. | 2,064 | $9.00K | 0.01% | +35+1.7% | Added |
| Allworth Financial LP | 2,294 | $10.0K | 0.00% | +47+2.1% | Added |
| Tower Research Capital LLC (TRC) | 2,273 | $10.0K | 0.00% | +711+45.5% | Added |
| TD Private Client Wealth LLC | 2,212 | $10.0K | 0.00% | +2,212 | New |
| Trustcore Financial Services, LLC | 2,373 | $11.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 2,700 | $12.2K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 2,988 | $14.0K | 0.00% | +394+15.2% | Added |
| Prospera Financial Services Inc | 3,174 | $14.0K | 0.00% | +3,174 | New |
| MetLife Investment Management | 3,763 | $17.0K | 0.00% | +3,763 | New |
| Spire Wealth Management | 4,686 | $21.0K | 0.00% | +59+1.3% | Added |
| Penserra Capital Management LLC | 4,947 | $22.0K | 0.00% | −1,353−21.5% | Reduced |
| JPMorgan Chase & Co | 7,521 | $34.0K | 0.00% | −1,822−19.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,822 | $44.0K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 10,059 | $45.0K | 0.00% | −315−3.0% | Reduced |
| Cubist Systematic Strategies, LLC | 10,312 | $47.0K | 0.00% | −88,678−89.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 10,408 | $47.0K | 0.01% | 00.0% | Unchanged |
| Tri Locum Partners LP | 10,330 | $47.0K | 0.02% | +10,330 | New |
| Baker Tilly Wealth Management, LLC | 10,523 | $48.0K | 0.01% | +10,523 | New |
| Ieq Capital, LLC | 11,395 | $52.0K | 0.00% | −125−1.1% | Reduced |
| SG Americas Securities, LLC | 11,424 | $52.0K | 0.00% | +11,424 | New |
| Raymond James Financial Services Advisors, Inc. | 13,544 | $61.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 13,438 | $61.0K | 0.00% | +12,936+2,576.9% | Added |
| Pitcairn Co | 13,761 | $62.0K | 0.01% | +933+7.3% | Added |
| Algert Global LLC | 14,493 | $66.0K | 0.00% | +14,493 | New |
| Belvedere Trading LLC | 17,139 | $68.0K | 0.05% | −1,215−6.6% | Reduced |
| Brookstone Capital Management | 16,600 | $69.0K | 0.00% | +16,600 | New |
| TownSquare Capital, LLC | 16,600 | $75.0K | 0.00% | +16,600 | New |
| Glassman Wealth Services | 16,691 | $76.0K | 0.01% | +16,691 | New |
| Marathon Trading Investment Management LLC | 18,289 | $83.0K | 0.04% | 00.0% | Unchanged |
| Amalgamated Bank | 18,524 | $84.0K | 0.00% | +915+5.2% | Added |
| Amalgamated Financial Corp. | 18,524 | $84.0K | 0.00% | +18,524 | New |
| 180 Wealth Advisors, LLC | 21,480 | $85.0K | 0.02% | +21,480 | New |
| Janus Henderson Group PLC | 18,824 | $86.0K | 0.00% | +18,824 | New |
| Teacher Retirement System of Texas | 20,093 | $91.0K | 0.00% | +1,573+8.5% | Added |
| Old Mission Capital LLC | 20,372 | $92.0K | 0.00% | +20,372 | New |
| Advisor Group Holdings, Inc. | 20,309 | $93.0K | 0.00% | +3,695+22.2% | Added |
| Martingale Asset Management L P | 20,600 | $94.0K | 0.00% | −16,400−44.3% | Reduced |
| Bluestein R H & Co | 21,050 | $95.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 21,368 | $97.0K | 0.00% | +13,601+175.1% | Added |
| Taylor & Morgan Wealth Management, LLC | 22,352 | $101.0K | 0.08% | +372+1.7% | Added |
| Raymond James & Associates | 24,096 | $109.0K | 0.00% | +2,142+9.8% | Added |
| Keebeck Alpha, LP | 23,979 | $109.0K | 0.03% | +23,979 | New |
| Arizona State Retirement System | 25,774 | $117.0K | 0.00% | −27−0.1% | Reduced |
| Cetera Investment Advisers | 25,950 | $118.0K | 0.00% | −600−2.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 26,086 | $118.0K | 0.00% | +3,586+15.9% | Added |
| JustInvest LLC | 26,669 | $121.0K | 0.01% | −50,454−65.4% | Reduced |
| Janney Montgomery Scott LLC | 27,733 | $126.0K | 0.00% | +3,700+15.4% | Added |
| Voya Investment Management LLC | 28,185 | $128.0K | 0.00% | −295−1.0% | Reduced |
| Meeder Asset Management Inc | 28,793 | $130.0K | 0.01% | +27,386+1,946.4% | Added |
| Independent Financial Group, LLC | 29,826 | $135.1K | 0.01% | −7,536−20.2% | Reduced |
| Stifel Financial Corp | 30,129 | $136.0K | 0.00% | +5,481+22.2% | Added |
| Truist Financial Corp | 30,227 | $137.0K | 0.00% | +3,516+13.2% | Added |
| Holocene Advisors, LP | 30,404 | $138.0K | 0.00% | −45,852−60.1% | Reduced |
| IFP Advisors, Inc | 12,167 | $138.0K | 0.00% | +12,167 | New |
| Legal & General Group Plc | 30,860 | $139.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 32,623 | $148.0K | 0.00% | +32,623 | New |
| Squarepoint Ops LLC | 37,157 | $168.0K | 0.00% | −130,310−77.8% | Reduced |
| Great Lakes Advisors, LLC | 37,157 | $168.0K | 0.00% | +37,157 | New |
| Patriot Financial Group Insurance Agency, LLC | 38,469 | $174.0K | 0.03% | +8,476+28.3% | Added |
| Clear Street Markets LLC | 40,200 | $182.0K | 0.05% | −2,800−6.5% | Reduced |
| Rothschild Investment Corp | 44,440 | $201.0K | 0.02% | +7,500+20.3% | Added |
| Commonwealth Equity Services, LLC | 44,527 | $201.0K | 0.00% | +27,864+167.2% | Added |
| Walleye Capital LLC | 44,541 | $202.0K | 0.01% | +44,541 | New |
| Rafferty Asset Management, LLC | 45,642 | $207.0K | 0.00% | −2,203−4.6% | Reduced |
| Ameriprise Financial Inc | 46,293 | $211.0K | 0.00% | −14,675−24.1% | Reduced |
| Public Employees Retirement System of Ohio | 47,135 | $214.0K | 0.00% | −1,734−3.5% | Reduced |
| Delphia (USA) Inc. | 48,539 | $220.0K | 0.16% | −3,240−6.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 52,100 | $236.0K | 0.00% | −271,300−83.9% | Reduced |
| Ensign Peak Advisors, Inc | 52,750 | $239.0K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 55,397 | $251.0K | 0.00% | +1,846+3.4% | Added |
| Trexquant Investment LP | 55,570 | $252.0K | 0.01% | +55,570 | New |
| Credit Suisse AG | 60,955 | $276.0K | 0.00% | +4,318+7.6% | Added |
| LPL Financial LLC | 65,103 | $295.0K | 0.00% | −4,522−6.5% | Reduced |