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, Q2 2022
Institutional positions in UWM Holdings Corp as of Jun 30, 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
- 145
- +1 vs. Q1 2022
- Shares held
- 35.3M
- −5.38M (−13.2%) vs. Q1 2022
- Total value
- $125.2M
- −$59.5M (−32.2%) vs. Q1 2022
- New holders
- 27
- 49 more added
- Sold out
- 26
- 44 more reduced
2 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding UWM Holdings Corp; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Howe & Rusling Inc | 140 | $0 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 116 | $0 | 0.00% | +3+2.7% | Added |
| Optimum Investment Advisors | 107 | $0 | 0.00% | +3+2.9% | Added |
| Ci Investments Inc. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 20 | $0 | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 9 | $0 | 0.00% | +1+12.5% | Added |
| FNY Investment Advisers, LLC | 200 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 287 | $1.00K | 0.00% | +116+67.8% | Added |
| Quadrant Capital Group LLC | 156 | $1.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 259 | $1.00K | 0.00% | +104+67.1% | Added |
| Tradewinds Capital Management, LLC | 200 | $1.00K | 0.00% | +200 | New |
| CoreCap Advisors, LLC | 210 | $1.00K | 0.00% | +210 | New |
| Cedar Mountain Advisors, LLC | 450 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,044 | $3.00K | 0.00% | −1,229−54.1% | Reduced |
| Parallel Advisors, LLC | 717 | $3.00K | 0.00% | +6+0.8% | Added |
| Capital Advisors, Ltd. LLC | 954 | $3.00K | 0.00% | +647+210.7% | Added |
| Trust Co of Vermont | 760 | $3.00K | 0.00% | +760 | New |
| Geneos Wealth Management Inc. | 1,000 | $3.00K | 0.00% | +1,000 | New |
| Stephens Consulting, LLC | 1,000 | $3.54K | 0.00% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 1,000 | $3.54K | 0.00% | +1,000 | New |
| Huntington National Bank | 1,000 | $4.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 1,185 | $4.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 1,113 | $4.00K | 0.00% | +1,113 | New |
| American National Bank | 1,500 | $5.00K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 1,403 | $5.00K | 0.00% | +83+6.3% | Added |
| Hantz Financial Services, Inc. | 1,682 | $6.00K | 0.00% | +15+0.9% | Added |
| Financial Connections Group, Inc. | 2,113 | $7.00K | 0.01% | +49+2.4% | Added |
| Trustcore Financial Services, LLC | 2,373 | $8.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,250 | $8.00K | 0.00% | −44−1.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,700 | $9.56K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3,152 | $11.0K | 0.00% | +2,652+530.4% | Added |
| Penserra Capital Management LLC | 4,876 | $17.0K | 0.00% | −71−1.4% | Reduced |
| Spire Wealth Management | 4,776 | $17.0K | 0.00% | +90+1.9% | Added |
| MetLife Investment Management | 5,398 | $19.1K | 0.00% | +1,635+43.4% | Added |
| Newbridge Financial Services Group, Inc. | 6,100 | $22.0K | 0.01% | +6,100 | New |
| Allspring Global Investments Holdings, LLC | 7,179 | $24.0K | 0.00% | −18,907−72.5% | Reduced |
| JPMorgan Chase & Co | 6,646 | $24.0K | 0.00% | −875−11.6% | Reduced |
| Point72 Hong Kong Ltd | 7,291 | $26.0K | 0.00% | +7,291 | New |
| Cubist Systematic Strategies, LLC | 7,817 | $28.0K | 0.00% | −2,495−24.2% | Reduced |
| FMR LLC | 8,497 | $30.0K | 0.00% | −4,941−36.8% | Reduced |
| Cutler Group LP | 8,695 | $30.0K | 0.00% | +7,027+421.3% | Added |
| Captrust Financial Advisors | 9,589 | $34.0K | 0.00% | +6,601+220.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,822 | $35.0K | 0.00% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 10,000 | $35.0K | 0.00% | +10,000 | New |
| Telemetry Investments, L.L.C. | 10,000 | $35.0K | 0.05% | +10,000 | New |
| MQS Management LLC | 10,176 | $36.0K | 0.02% | +10,176 | New |
| Baker Tilly Wealth Management, LLC | 10,536 | $37.0K | 0.00% | +13+0.1% | Added |
| Plante Moran Financial Advisors, LLC | 10,408 | $37.0K | 0.01% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 10,614 | $38.0K | 0.00% | +10,614 | New |
| Balentine LLC | 11,103 | $39.0K | 0.00% | +11,103 | New |
| Two Sigma Advisers, LP | 11,300 | $40.0K | 0.00% | +11,300 | New |
| Xponance, Inc. | 11,318 | $40.0K | 0.00% | +11,318 | New |
| SG Americas Securities, LLC | 11,568 | $41.0K | 0.00% | +144+1.3% | Added |
| Ieq Capital, LLC | 11,536 | $41.0K | 0.00% | +141+1.2% | Added |
| Principal Financial Group Inc | 13,458 | $48.0K | 0.00% | +13,458 | New |
| Algert Global LLC | 14,493 | $51.0K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 14,620 | $52.0K | 0.00% | −5,473−27.2% | Reduced |
| Glassman Wealth Services | 16,583 | $59.0K | 0.01% | −108−0.6% | Reduced |
| Advisor Group Holdings, Inc. | 16,463 | $60.0K | 0.00% | −3,846−18.9% | Reduced |
| Corton Capital Inc. | 17,242 | $61.0K | 0.06% | −52,871−75.4% | Reduced |
| Truist Financial Corp | 18,050 | $64.0K | 0.00% | −12,177−40.3% | Reduced |
| Marathon Trading Investment Management LLC | 18,289 | $65.0K | 0.04% | 00.0% | Unchanged |
| Martingale Asset Management L P | 18,500 | $66.0K | 0.00% | −2,100−10.2% | Reduced |
| Delphia (USA) Inc. | 18,925 | $67.0K | 0.05% | −29,614−61.0% | Reduced |
| Janus Henderson Group PLC | 18,809 | $67.0K | 0.00% | −15−0.1% | Reduced |
| Alliancebernstein L.P. | 19,201 | $68.0K | 0.00% | −1,243,452−98.5% | Reduced |
| Amalgamated Bank | 20,189 | $71.0K | 0.00% | +1,665+9.0% | Added |
| Bluestein R H & Co | 21,050 | $75.0K | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 21,202 | $75.0K | 0.00% | +21,202 | New |
| Independent Financial Group, LLC | 21,643 | $76.6K | 0.01% | −8,183−27.4% | Reduced |
| Royal Bank of Canada | 21,486 | $77.0K | 0.00% | +118+0.6% | Added |
| XTX Topco Ltd | 21,844 | $77.0K | 0.03% | +21,844 | New |
| Raymond James & Associates | 22,326 | $79.0K | 0.00% | −1,770−7.3% | Reduced |
| Stifel Financial Corp | 22,721 | $80.0K | 0.00% | −7,408−24.6% | Reduced |
| Taylor & Morgan Wealth Management, LLC | 22,890 | $81.0K | 0.08% | +538+2.4% | Added |
| Janney Montgomery Scott LLC | 22,681 | $83.0K | 0.00% | −5,052−18.2% | Reduced |
| Arizona State Retirement System | 23,822 | $84.0K | 0.00% | −1,952−7.6% | Reduced |
| Cetera Investment Advisers | 25,950 | $92.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 28,021 | $99.0K | 0.00% | −4,602−14.1% | Reduced |
| Rafferty Asset Management, LLC | 29,439 | $104.0K | 0.00% | −16,203−35.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 29,948 | $106.0K | 0.01% | +29,948 | New |
| 180 Wealth Advisors, LLC | 29,775 | $111.0K | 0.03% | +8,295+38.6% | Added |
| Legal & General Group Plc | 32,658 | $115.0K | 0.00% | +1,798+5.8% | Added |
| Jane Street Group, LLC | 32,656 | $116.0K | 0.00% | −44,560−57.7% | Reduced |
| Millennium Management LLC | 35,618 | $126.0K | 0.00% | −129,729−78.5% | Reduced |
| Meeder Asset Management Inc | 36,749 | $130.0K | 0.01% | +7,956+27.6% | Added |
| Voya Investment Management LLC | 36,886 | $131.0K | 0.00% | +8,701+30.9% | Added |
| Patriot Financial Group Insurance Agency, LLC | 38,326 | $136.0K | 0.03% | −143−0.4% | Reduced |
| Treasurer of the State of North Carolina | 39,215 | $139.0K | 0.00% | −71,530−64.6% | Reduced |
| Clear Street Markets LLC | 40,200 | $142.0K | 0.05% | 00.0% | Unchanged |
| JustInvest LLC | 40,869 | $145.0K | 0.01% | +14,200+53.2% | Added |
| Wolverine Trading, LLC | 41,794 | $148.0K | 0.00% | −28,076−40.2% | Reduced |
| Commonwealth Equity Services, LLC | 44,954 | $159.0K | 0.00% | +427+1.0% | Added |
| Price T Rowe Associates Inc | 46,145 | $163.0K | 0.00% | −9,252−16.7% | Reduced |
| Public Employees Retirement System of Ohio | 46,160 | $163.0K | 0.00% | −975−2.1% | Reduced |
| Rothschild Investment Corp | 47,640 | $169.0K | 0.02% | +3,200+7.2% | Added |
| HRT Financial LP | 48,636 | $172.0K | 0.00% | +48,636 | New |
| Ensign Peak Advisors, Inc | 52,750 | $187.0K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 52,909 | $190.0K | 0.00% | +6,616+14.3% | Added |