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 |
|---|---|---|---|---|---|
| Barclays PLC | 9,832 | $28.0K | 0.00% | −18,189−64.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 8,100 | $24.0K | 0.01% | +2,000+32.8% | Added |
| JPMorgan Chase & Co | 6,339 | $19.0K | 0.00% | −307−4.6% | Reduced |
| MetLife Investment Management | 5,397 | $15.8K | 0.00% | −10.0% | Reduced |
| CWM, LLC | 2,952 | $9.00K | 0.00% | −200−6.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,700 | $7.91K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| 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 |
| Stephens Consulting, LLC | 1,000 | $2.93K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 760 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 722 | $2.00K | 0.00% | +5+0.7% | Added |
| 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 |
| 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 |
| 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 |