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, Q3 2022
Institutional positions in UWM Holdings Corp as of Sep 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
- 134
- −11 vs. Q2 2022
- Shares held
- 35.1M
- −251.3K (−0.7%) vs. Q2 2022
- Total value
- $102.7M
- −$22.6M (−18.0%) vs. Q2 2022
- New holders
- 14
- 47 more added
- Sold out
- 25
- 47 more reduced
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding UWM Holdings Corp; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 7,386,257 | $21.6M | 0.00% | −132,563−1.8% | Reduced |
| Platinum Equity, LLC | 4,984,101 | $14.3M | 9.02% | +1,993,900+66.7% | Added |
| BlackRock Inc. | 3,371,467 | $9.88M | 0.00% | −317,176−8.6% | Reduced |
| FMR LLC | 3,308,026 | $9.69M | 0.00% | +3,299,529+38,831.7% | Added |
| Renaissance Technologies LLC | 1,522,900 | $4.46M | 0.01% | +13,800+0.9% | Added |
| State Street Corp | 1,309,825 | $3.97M | 0.00% | −72,706−5.3% | Reduced |
| Geode Capital Management, LLC | 1,180,400 | $3.46M | 0.00% | +80,490+7.3% | Added |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 1,000,000 | $2.93M | 0.03% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 872,396 | $2.56M | 0.00% | +44,422+5.4% | Added |
| Basswood Capital Management, L.L.C. | 797,384 | $2.34M | 0.17% | +300,075+60.3% | Added |
| Northern Trust Corp | 740,727 | $2.17M | 0.00% | +118,490+19.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 571,734 | $1.68M | 0.01% | +12,037+2.2% | Added |
| Charles Schwab Investment Management Inc | 479,521 | $1.41M | 0.00% | +61,535+14.7% | Added |
| Goldman Sachs Group Inc | 479,609 | $1.41M | 0.00% | +75,875+18.8% | Added |
| Morgan Stanley | 434,978 | $1.27M | 0.00% | −230,242−34.6% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 383,631 | $1.12M | 0.06% | +383,631 | New |
| Bank of America Corp | 378,184 | $1.11M | 0.00% | −53,830−12.5% | Reduced |
| Susquehanna International Group, LLP | 371,514 | $1.09M | 0.00% | −98,836−21.0% | Reduced |
| Integrated Investment Consultants, LLC | 357,577 | $1.05M | 0.42% | −3,166−0.9% | Reduced |
| The PNC Financial Services Group, Inc. | 328,215 | $962.0K | 0.00% | +5,297+1.6% | Added |
| UBS Group AG | 312,649 | $916.0K | 0.00% | +34,134+12.3% | Added |
| Millennium Management LLC | 267,353 | $783.0K | 0.00% | +231,735+650.6% | Added |
| Nuveen Asset Management, LLC | 246,036 | $721.0K | 0.00% | −21,099−7.9% | Reduced |
| First Trust Advisors LP | 243,494 | $713.0K | 0.00% | +243,494 | New |
| New York State Common Retirement Fund | 221,786 | $650.0K | 0.00% | −3,270−1.5% | Reduced |
| Swiss National Bank | 207,100 | $607.0K | 0.00% | 00.0% | Unchanged |
| Jennison Associates LLC | 184,690 | $541.0K | 0.00% | +184,690 | New |
| Tudor Investment Corp Et Al | 180,213 | $528.0K | 0.01% | +169,599+1,597.9% | Added |
| Brookfield Asset Management Inc. | 170,253 | $499.0K | 0.00% | +21,315+14.3% | Added |
| Invesco Ltd. | 153,727 | $450.0K | 0.00% | −11,231−6.8% | Reduced |
| Marshall Wace, LLP | 145,636 | $427.0K | 0.00% | +145,636 | New |
| Lebenthal Global Advisors, LLC | 141,599 | $414.0K | 0.19% | −37,678−21.0% | Reduced |
| California State Teachers Retirement System | 112,477 | $330.0K | 0.00% | −76,912−40.6% | Reduced |
| Credit Suisse AG | 109,831 | $323.0K | 0.00% | −706−0.6% | Reduced |
| Rhumbline Advisers | 100,893 | $296.0K | 0.00% | +12,907+14.7% | Added |
| UBS Asset Management Americas Inc | 96,942 | $284.0K | 0.00% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 94,652 | $277.0K | 0.00% | +10,712+12.8% | Added |
| Claybrook Capital, LLC | 83,148 | $244.0K | 0.15% | 00.0% | Unchanged |
| LPL Financial LLC | 74,563 | $218.0K | 0.00% | +3,631+5.1% | Added |
| Wells Fargo & Company | 65,739 | $192.0K | 0.00% | −214−0.3% | Reduced |
| Meeder Asset Management Inc | 60,925 | $179.0K | 0.01% | +24,176+65.8% | Added |
| AQR Capital Management LLC | 56,863 | $167.0K | 0.00% | −15,116−21.0% | Reduced |
| Price T Rowe Associates Inc | 55,211 | $162.0K | 0.00% | +9,066+19.6% | Added |
| Ensign Peak Advisors, Inc | 52,750 | $155.0K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 49,464 | $147.0K | 0.00% | −3,445−6.5% | Reduced |
| Citigroup Inc | 49,177 | $144.0K | 0.00% | −15,844−24.4% | Reduced |
| Two Sigma Advisers, LP | 48,700 | $143.0K | 0.00% | +37,400+331.0% | Added |
| JustInvest LLC | 46,598 | $137.0K | 0.01% | +5,729+14.0% | Added |
| Public Employees Retirement System of Ohio | 46,527 | $136.0K | 0.00% | +367+0.8% | Added |
| Rothschild Investment Corp | 46,100 | $135.0K | 0.01% | −1,540−3.2% | Reduced |
| Commonwealth Equity Services, LLC | 41,004 | $120.0K | 0.00% | −3,950−8.8% | Reduced |
| Clear Street Markets LLC | 40,200 | $118.0K | 0.02% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 39,725 | $116.0K | 0.00% | +510+1.3% | Added |
| Group One Trading, L.P. | 39,550 | $116.0K | 0.00% | +39,550 | New |
| Schonfeld Strategic Advisors LLC | 36,593 | $107.0K | 0.00% | −46,922−56.2% | Reduced |
| Voya Investment Management LLC | 36,476 | $106.9K | 0.00% | −410−1.1% | Reduced |
| Legal & General Group Plc | 36,040 | $106.0K | 0.00% | +3,382+10.4% | Added |
| Allspring Global Investments Holdings, LLC | 36,285 | $106.0K | 0.00% | +29,106+405.4% | Added |
| 180 Wealth Advisors, LLC | 34,453 | $101.0K | 0.03% | +4,678+15.7% | Added |
| Patriot Financial Group Insurance Agency, LLC | 30,594 | $90.0K | 0.02% | −7,732−20.2% | Reduced |
| Cetera Investment Advisers | 25,950 | $76.0K | 0.00% | 00.0% | Unchanged |
| Ergoteles LLC | 24,793 | $73.0K | 0.00% | −356,809−93.5% | Reduced |
| Taylor & Morgan Wealth Management, LLC | 24,990 | $73.0K | 0.07% | +2,100+9.2% | Added |
| Arizona State Retirement System | 23,888 | $70.0K | 0.00% | +66+0.3% | Added |
| Algert Global LLC | 22,373 | $66.0K | 0.00% | +7,880+54.4% | Added |
| Wolverine Trading, LLC | 22,601 | $65.0K | 0.00% | −19,193−45.9% | Reduced |
| Mariner, LLC | 21,190 | $62.0K | 0.00% | +21,190 | New |
| Amalgamated Bank | 20,406 | $60.0K | 0.00% | +217+1.1% | Added |
| Stifel Financial Corp | 20,120 | $59.0K | 0.00% | −2,601−11.4% | Reduced |
| Royal Bank of Canada | 20,616 | $59.0K | 0.00% | −870−4.0% | Reduced |
| Independent Financial Group, LLC | 19,828 | $58.1K | 0.01% | −1,815−8.4% | Reduced |
| Bluestein R H & Co | 19,475 | $57.0K | 0.00% | −1,575−7.5% | Reduced |
| Alliancebernstein L.P. | 19,300 | $57.0K | 0.00% | +99+0.5% | Added |
| Tower Research Capital LLC (TRC) | 19,617 | $57.0K | 0.00% | +18,573+1,779.0% | Added |
| Janus Henderson Group PLC | 18,779 | $56.0K | 0.00% | −30−0.2% | Reduced |
| Marathon Trading Investment Management LLC | 18,289 | $54.0K | 0.04% | 00.0% | Unchanged |
| Martingale Asset Management L P | 18,000 | $53.0K | 0.00% | −500−2.7% | Reduced |
| Truist Financial Corp | 18,050 | $53.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 18,170 | $53.0K | 0.00% | +1,707+10.4% | Added |
| Raymond James & Associates | 17,729 | $52.0K | 0.00% | −4,597−20.6% | Reduced |
| Diametric Capital, LP | 17,349 | $51.0K | 0.03% | +17,349 | New |
| Cubist Systematic Strategies, LLC | 16,896 | $50.0K | 0.00% | +9,079+116.1% | Added |
| Glassman Wealth Services | 16,583 | $49.0K | 0.01% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 16,237 | $48.0K | 0.00% | −4,965−23.4% | Reduced |
| Commerce Bank | 14,301 | $42.0K | 0.00% | +14,301 | New |
| Orion Portfolio Solutions, LLC | 13,840 | $41.0K | 0.00% | +13,840 | New |
| State of Wyoming | 13,668 | $40.0K | 0.02% | +13,668 | New |
| Teacher Retirement System of Texas | 12,505 | $37.0K | 0.00% | −2,115−14.5% | Reduced |
| Jane Street Group, LLC | 12,139 | $36.0K | 0.00% | −20,517−62.8% | Reduced |
| Dynamic Technology Lab Private Ltd | 12,597 | $36.0K | 0.00% | −17,351−57.9% | Reduced |
| Janney Montgomery Scott LLC | 12,406 | $36.0K | 0.00% | −10,275−45.3% | Reduced |
| Principal Financial Group Inc | 11,502 | $34.0K | 0.00% | −1,956−14.5% | Reduced |
| Xponance, Inc. | 11,459 | $34.0K | 0.00% | +141+1.2% | Added |
| Ieq Capital, LLC | 11,421 | $33.0K | 0.00% | −115−1.0% | Reduced |
| Baker Tilly Wealth Management, LLC | 10,550 | $31.0K | 0.00% | +14+0.1% | Added |
| Plante Moran Financial Advisors, LLC | 10,408 | $30.0K | 0.01% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,822 | $29.0K | 0.00% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 10,060 | $29.0K | 0.00% | +60+0.6% | Added |
| Telemetry Investments, L.L.C. | 10,000 | $29.0K | 0.05% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 10,019 | $29.0K | 0.00% | +10,019 | New |