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 |
|---|---|---|---|---|---|
| Ellevest, Inc. | 155 | $0 | 0.00% | −132−46.0% | Reduced |
| Howe & Rusling Inc | 140 | $0 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 119 | $0 | 0.00% | +3+2.6% | Added |
| Optimum Investment Advisors | 110 | $0 | 0.00% | +3+2.8% | Added |
| Ci Investments Inc. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 200 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 3 | $0 | 0.00% | −1−25.0% | Reduced |
| Cedar Mountain Advisors, LLC | 450 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 200 | $1.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 265 | $1.00K | 0.00% | +6+2.3% | Added |
| Trust Co of Vermont | 760 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 722 | $2.00K | 0.00% | +5+0.7% | Added |
| Stephens Consulting, LLC | 1,000 | $2.93K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,000 | $3.00K | 0.00% | −3,776−79.1% | Reduced |
| Huntington National Bank | 1,000 | $3.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 1,185 | $3.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 1,141 | $3.00K | 0.00% | +28+2.5% | Added |
| Proequities, Inc. | 1,108 | $3.00K | 0.00% | +1,108 | New |
| Cutler Group LP | 1,668 | $4.00K | 0.00% | −7,027−80.8% | Reduced |
| American International Group, Inc. | 1,408 | $4.00K | 0.00% | +5+0.4% | Added |
| American National Bank | 1,500 | $4.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,631 | $5.00K | 0.00% | −619−27.5% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 1,800 | $5.00K | 0.00% | +1,800 | New |
| Financial Connections Group, Inc. | 2,169 | $6.00K | 0.01% | +56+2.7% | Added |
| Hantz Financial Services, Inc. | 2,198 | $6.00K | 0.00% | +516+30.7% | Added |
| Beaird Harris Wealth Management, LLC | 2,132 | $6.00K | 0.00% | +2,132 | New |
| Federation des caisses Desjardins du Quebec | 2,700 | $7.91K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,952 | $9.00K | 0.00% | −200−6.3% | Reduced |
| MetLife Investment Management | 5,397 | $15.8K | 0.00% | −10.0% | Reduced |
| JPMorgan Chase & Co | 6,339 | $19.0K | 0.00% | −307−4.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 8,100 | $24.0K | 0.01% | +2,000+32.8% | Added |
| Barclays PLC | 9,832 | $28.0K | 0.00% | −18,189−64.9% | Reduced |
| 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 |
| Plante Moran Financial Advisors, LLC | 10,408 | $30.0K | 0.01% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 10,550 | $31.0K | 0.00% | +14+0.1% | Added |
| Ieq Capital, LLC | 11,421 | $33.0K | 0.00% | −115−1.0% | 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 |
| 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 |
| Teacher Retirement System of Texas | 12,505 | $37.0K | 0.00% | −2,115−14.5% | Reduced |
| State of Wyoming | 13,668 | $40.0K | 0.02% | +13,668 | New |
| Orion Portfolio Solutions, LLC | 13,840 | $41.0K | 0.00% | +13,840 | New |
| Commerce Bank | 14,301 | $42.0K | 0.00% | +14,301 | New |
| State of Wisconsin Investment Board | 16,237 | $48.0K | 0.00% | −4,965−23.4% | Reduced |
| Glassman Wealth Services | 16,583 | $49.0K | 0.01% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 16,896 | $50.0K | 0.00% | +9,079+116.1% | Added |
| Diametric Capital, LP | 17,349 | $51.0K | 0.03% | +17,349 | New |
| Raymond James & Associates | 17,729 | $52.0K | 0.00% | −4,597−20.6% | Reduced |
| 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 |
| Marathon Trading Investment Management LLC | 18,289 | $54.0K | 0.04% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 18,779 | $56.0K | 0.00% | −30−0.2% | 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 |
| Independent Financial Group, LLC | 19,828 | $58.1K | 0.01% | −1,815−8.4% | Reduced |
| 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 |
| Amalgamated Bank | 20,406 | $60.0K | 0.00% | +217+1.1% | Added |
| Mariner, LLC | 21,190 | $62.0K | 0.00% | +21,190 | New |
| Wolverine Trading, LLC | 22,601 | $65.0K | 0.00% | −19,193−45.9% | Reduced |
| Algert Global LLC | 22,373 | $66.0K | 0.00% | +7,880+54.4% | Added |
| Arizona State Retirement System | 23,888 | $70.0K | 0.00% | +66+0.3% | Added |
| 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 |
| Cetera Investment Advisers | 25,950 | $76.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 30,594 | $90.0K | 0.02% | −7,732−20.2% | Reduced |
| 180 Wealth Advisors, LLC | 34,453 | $101.0K | 0.03% | +4,678+15.7% | Added |
| 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 |
| Voya Investment Management LLC | 36,476 | $106.9K | 0.00% | −410−1.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 36,593 | $107.0K | 0.00% | −46,922−56.2% | Reduced |
| 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 |
| Clear Street Markets LLC | 40,200 | $118.0K | 0.02% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 41,004 | $120.0K | 0.00% | −3,950−8.8% | Reduced |
| Rothschild Investment Corp | 46,100 | $135.0K | 0.01% | −1,540−3.2% | Reduced |
| Public Employees Retirement System of Ohio | 46,527 | $136.0K | 0.00% | +367+0.8% | Added |
| JustInvest LLC | 46,598 | $137.0K | 0.01% | +5,729+14.0% | Added |
| Two Sigma Advisers, LP | 48,700 | $143.0K | 0.00% | +37,400+331.0% | Added |
| Citigroup Inc | 49,177 | $144.0K | 0.00% | −15,844−24.4% | Reduced |
| Ameriprise Financial Inc | 49,464 | $147.0K | 0.00% | −3,445−6.5% | Reduced |
| Ensign Peak Advisors, Inc | 52,750 | $155.0K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 55,211 | $162.0K | 0.00% | +9,066+19.6% | Added |
| AQR Capital Management LLC | 56,863 | $167.0K | 0.00% | −15,116−21.0% | Reduced |
| Meeder Asset Management Inc | 60,925 | $179.0K | 0.01% | +24,176+65.8% | Added |
| Wells Fargo & Company | 65,739 | $192.0K | 0.00% | −214−0.3% | Reduced |
| LPL Financial LLC | 74,563 | $218.0K | 0.00% | +3,631+5.1% | Added |
| Claybrook Capital, LLC | 83,148 | $244.0K | 0.15% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 94,652 | $277.0K | 0.00% | +10,712+12.8% | Added |
| UBS Asset Management Americas Inc | 96,942 | $284.0K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 100,893 | $296.0K | 0.00% | +12,907+14.7% | Added |
| Credit Suisse AG | 109,831 | $323.0K | 0.00% | −706−0.6% | Reduced |