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 |
|---|---|---|---|---|---|
| Telemetry Investments, L.L.C. | 10,000 | $35.0K | 0.05% | +10,000 | New |
| Captrust Financial Advisors | 9,589 | $34.0K | 0.00% | +6,601+220.9% | Added |
| 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 |
| Cubist Systematic Strategies, LLC | 7,817 | $28.0K | 0.00% | −2,495−24.2% | Reduced |
| Point72 Hong Kong Ltd | 7,291 | $26.0K | 0.00% | +7,291 | 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 |
| Newbridge Financial Services Group, Inc. | 6,100 | $22.0K | 0.01% | +6,100 | New |
| MetLife Investment Management | 5,398 | $19.1K | 0.00% | +1,635+43.4% | 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 |
| CWM, LLC | 3,152 | $11.0K | 0.00% | +2,652+530.4% | Added |
| Federation des caisses Desjardins du Quebec | 2,700 | $9.56K | 0.00% | 00.0% | Unchanged |
| 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 |
| Financial Connections Group, Inc. | 2,113 | $7.00K | 0.01% | +49+2.4% | Added |
| Hantz Financial Services, Inc. | 1,682 | $6.00K | 0.00% | +15+0.9% | Added |
| 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 |
| 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 |
| 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 |
| 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 |
| Cedar Mountain Advisors, LLC | 450 | $2.00K | 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 |
| 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 |
| IFP Advisors, Inc | 12,167 | – | – | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −337,505−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −216,480−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −140,660−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −127,774−100.0% | Sold out |
| Ionic Capital Management LLC | 0 | $0 | 0.00% | −74,463−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −55,570−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −44,541−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −37,157−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −30,404−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −23,979−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −20,372−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −16,600−100.0% | Sold out |
| Brookstone Capital Management | 0 | $0 | 0.00% | −16,600−100.0% | Sold out |
| Belvedere Trading LLC | 0 | $0 | 0.00% | −17,139−100.0% | Sold out |
| Pitcairn Co | 0 | $0 | 0.00% | −13,761−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −13,544−100.0% | Sold out |
| Tri Locum Partners LP | 0 | $0 | 0.00% | −10,330−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −10,059−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −3,174−100.0% | Sold out |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −2,212−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −1,880−100.0% | Sold out |
| Beaird Harris Wealth Management, LLC | 0 | $0 | 0.00% | −1,572−100.0% | Sold out |
| Private Capital Group, LLC | 0 | $0 | 0.00% | −505−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Aaron Wealth Advisors | 0 | $0 | 0.00% | −1,191−100.0% | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| Amalgamated Financial Corp. | – | – | – | – | Not filed |