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 |
|---|---|---|---|---|---|
| California State Teachers Retirement System | 112,477 | $330.0K | 0.00% | −76,912−40.6% | Reduced |
| Lebenthal Global Advisors, LLC | 141,599 | $414.0K | 0.19% | −37,678−21.0% | Reduced |
| Marshall Wace, LLP | 145,636 | $427.0K | 0.00% | +145,636 | New |
| Invesco Ltd. | 153,727 | $450.0K | 0.00% | −11,231−6.8% | Reduced |
| Brookfield Asset Management Inc. | 170,253 | $499.0K | 0.00% | +21,315+14.3% | Added |
| Tudor Investment Corp Et Al | 180,213 | $528.0K | 0.01% | +169,599+1,597.9% | Added |
| Jennison Associates LLC | 184,690 | $541.0K | 0.00% | +184,690 | New |
| Swiss National Bank | 207,100 | $607.0K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 221,786 | $650.0K | 0.00% | −3,270−1.5% | Reduced |
| First Trust Advisors LP | 243,494 | $713.0K | 0.00% | +243,494 | New |
| Nuveen Asset Management, LLC | 246,036 | $721.0K | 0.00% | −21,099−7.9% | Reduced |
| Millennium Management LLC | 267,353 | $783.0K | 0.00% | +231,735+650.6% | Added |
| UBS Group AG | 312,649 | $916.0K | 0.00% | +34,134+12.3% | Added |
| The PNC Financial Services Group, Inc. | 328,215 | $962.0K | 0.00% | +5,297+1.6% | Added |
| Integrated Investment Consultants, LLC | 357,577 | $1.05M | 0.42% | −3,166−0.9% | Reduced |
| Susquehanna International Group, LLP | 371,514 | $1.09M | 0.00% | −98,836−21.0% | Reduced |
| Bank of America Corp | 378,184 | $1.11M | 0.00% | −53,830−12.5% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 383,631 | $1.12M | 0.06% | +383,631 | New |
| Morgan Stanley | 434,978 | $1.27M | 0.00% | −230,242−34.6% | Reduced |
| 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 |
| Cambridge Investment Research Advisors, Inc. | 571,734 | $1.68M | 0.01% | +12,037+2.2% | Added |
| Northern Trust Corp | 740,727 | $2.17M | 0.00% | +118,490+19.0% | Added |
| Basswood Capital Management, L.L.C. | 797,384 | $2.34M | 0.17% | +300,075+60.3% | Added |
| Bank of New York Mellon Corp | 872,396 | $2.56M | 0.00% | +44,422+5.4% | Added |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 1,000,000 | $2.93M | 0.03% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 1,180,400 | $3.46M | 0.00% | +80,490+7.3% | Added |
| State Street Corp | 1,309,825 | $3.97M | 0.00% | −72,706−5.3% | Reduced |
| Renaissance Technologies LLC | 1,522,900 | $4.46M | 0.01% | +13,800+0.9% | Added |
| FMR LLC | 3,308,026 | $9.69M | 0.00% | +3,299,529+38,831.7% | Added |
| BlackRock Inc. | 3,371,467 | $9.88M | 0.00% | −317,176−8.6% | Reduced |
| Platinum Equity, LLC | 4,984,101 | $14.3M | 9.02% | +1,993,900+66.7% | Added |
| Vanguard Group Inc | 7,386,257 | $21.6M | 0.00% | −132,563−1.8% | Reduced |
| IFP Advisors, Inc | 12,167 | – | – | 00.0% | Unchanged |
| Diameter Capital Partners LP | 0 | $0 | 0.00% | −4,986,973−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −398,418−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −324,090−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −203,493−100.0% | Sold out |
| Boulder Hill Capital Management LP | 0 | $0 | 0.00% | −127,300−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −66,921−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −56,418−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −48,636−100.0% | Sold out |
| Rafferty Asset Management, LLC | 0 | $0 | 0.00% | −29,439−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −21,844−100.0% | Sold out |
| Delphia (USA) Inc. | 0 | $0 | 0.00% | −18,925−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −17,242−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −11,568−100.0% | Sold out |
| Balentine LLC | 0 | $0 | 0.00% | −11,103−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −10,176−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −9,589−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −7,291−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −4,876−100.0% | Sold out |
| Trustcore Financial Services, LLC | 0 | $0 | 0.00% | −2,373−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −954−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −156−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −210−100.0% | Sold out |
| Sterling Investment Advisors, Ltd. | 0 | $0 | 0.00% | −20−100.0% | Sold out |