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, Q4 2022
Institutional positions in UWM Holdings Corp as of Dec 31, 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
- 154
- +21 vs. Q3 2022
- Shares held
- 36.1M
- +1.06M (+3.0%) vs. Q3 2022
- Total value
- $119.7M
- +$17.1M (+16.7%) vs. Q3 2022
- New holders
- 40
- 52 more added
- Sold out
- 19
- 44 more reduced
1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding UWM Holdings Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ci Investments Inc. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 170 | $0 | 0.00% | −30−15.0% | Reduced |
| Covestor Ltd | 70 | $0 | 0.00% | +67+2,233.3% | Added |
| Ronald Blue Trust, Inc. | 101 | $0 | 0.00% | +101 | New |
| GWM Advisors LLC | 1,060 | $4 | 0.00% | +1,060 | New |
| JJJ Advisors Inc. | 91 | $356 | 0.00% | +91 | New |
| Optimum Investment Advisors | 113 | $375 | 0.00% | +3+2.7% | Added |
| Clearstead Advisors, LLC | 123 | $407 | 0.00% | +4+3.4% | Added |
| Belpointe Asset Management LLC | 154 | $509 | 0.00% | +154 | New |
| Trust Co of Vermont | 190 | $629 | 0.00% | −570−75.0% | Reduced |
| Tradewinds Capital Management, LLC | 200 | $662 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 210 | $695 | 0.00% | +210 | New |
| Advisory Services Network, LLC | 235 | $778 | 0.00% | +235 | New |
| Steward Partners Investment Advisory, LLC | 273 | $905 | 0.00% | +8+3.0% | Added |
| Aquatic Capital Management LLC | 300 | $1.00K | 0.00% | +300 | New |
| Plante Moran Financial Advisors, LLC | 408 | $1.35K | 0.00% | −10,000−96.1% | Reduced |
| Cedar Mountain Advisors, LLC | 450 | $1.49K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 500 | $1.66K | 0.00% | +500 | New |
| Coppell Advisory Solutions LLC | 531 | $1.76K | 0.00% | +531 | New |
| Coppell Advisory Solutions Corp. | 531 | $1.76K | 0.00% | +531 | New |
| Parallel Advisors, LLC | 729 | $2.41K | 0.00% | +7+1.0% | Added |
| Lindbrook Capital, LLC | 875 | $2.90K | 0.00% | +875 | New |
| Spire Wealth Management | 1,000 | $3.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 1,177 | $3.00K | 0.00% | +36+3.2% | Added |
| Huntington National Bank | 1,000 | $3.31K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 1,000 | $3.31K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,108 | $3.78K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,179 | $4.00K | 0.00% | −1,773−60.1% | Reduced |
| American International Group, Inc. | 1,377 | $4.56K | 0.00% | −31−2.2% | Reduced |
| Delta Asset Management LLC | 1,430 | $4.74K | 0.00% | +1,430 | New |
| American National Bank | 1,500 | $5.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 1,800 | $5.96K | 0.00% | +1,800 | New |
| Oliver Lagore Vanvalin Investment Group | 2,000 | $6.62K | 0.00% | +200+11.1% | Added |
| Hantz Financial Services, Inc. | 2,217 | $7.00K | 0.00% | +19+0.9% | Added |
| Financial Connections Group, Inc. | 2,236 | $7.00K | 0.01% | +67+3.1% | Added |
| Beaird Harris Wealth Management, LLC | 2,198 | $7.28K | 0.00% | +66+3.1% | Added |
| Federation des caisses Desjardins du Quebec | 2,200 | $7.28K | 0.00% | −500−18.5% | Reduced |
| Allworth Financial LP | 2,287 | $7.57K | 0.00% | +656+40.2% | Added |
| Signaturefd, LLC | 2,321 | $7.68K | 0.00% | +2,321 | New |
| Quadrant Capital Group LLC | 3,107 | $10.3K | 0.00% | +3,107 | New |
| Cutler Group LP | 3,714 | $12.0K | 0.00% | +2,046+122.7% | Added |
| Tower Research Capital LLC (TRC) | 5,180 | $17.0K | 0.00% | −14,437−73.6% | Reduced |
| MetLife Investment Management | 5,264 | $17.4K | 0.00% | −133−2.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 8,100 | $26.8K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 8,270 | $27.4K | 0.01% | +8,270 | New |
| Loomis Sayles & Co L P | 8,766 | $29.0K | 0.00% | +7,581+639.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,822 | $32.5K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 10,479 | $34.7K | 0.00% | +10,479 | New |
| Baker Tilly Wealth Management, LLC | 10,567 | $35.0K | 0.00% | +17+0.2% | Added |
| Evergreen Capital Management LLC | 10,604 | $36.2K | 0.00% | +10,604 | New |
| State of Wisconsin Investment Board | 10,968 | $36.3K | 0.00% | −5,269−32.5% | Reduced |
| Xponance, Inc. | 11,267 | $37.3K | 0.00% | −192−1.7% | Reduced |
| State of Wyoming | 11,287 | $37.4K | 0.01% | −2,381−17.4% | Reduced |
| Cubist Systematic Strategies, LLC | 11,325 | $37.5K | 0.00% | −5,571−33.0% | Reduced |
| Vident Investment Advisory, LLC | 11,782 | $39.0K | 0.00% | +11,782 | New |
| Principal Financial Group Inc | 11,819 | $39.1K | 0.00% | +317+2.8% | Added |
| Walleye Capital LLC | 12,291 | $40.7K | 0.00% | +12,291 | New |
| Telemetry Investments, L.L.C. | 12,500 | $41.0K | 0.10% | +2,500+25.0% | Added |
| Advisor Group Holdings, Inc. | 12,500 | $42.0K | 0.00% | −5,670−31.2% | Reduced |
| Financial Counselors Inc | 12,626 | $42.0K | 0.00% | +12,626 | New |
| Independent Financial Group, LLC | 13,128 | $43.5K | 0.00% | −6,700−33.8% | Reduced |
| Bayesian Capital Management, LP | 13,400 | $44.4K | 0.01% | +13,400 | New |
| Stifel Financial Corp | 13,612 | $45.1K | 0.00% | −6,508−32.3% | Reduced |
| Commerce Bank | 14,301 | $47.3K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 16,583 | $54.9K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 17,300 | $57.0K | 0.01% | −22,900−57.0% | Reduced |
| Barclays PLC | 17,436 | $57.7K | 0.00% | +7,604+77.3% | Added |
| Martingale Asset Management L P | 17,500 | $57.9K | 0.00% | −500−2.8% | Reduced |
| Janus Henderson Group PLC | 18,779 | $62.1K | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 19,301 | $63.9K | 0.00% | +10.0% | Added |
| Truist Financial Corp | 19,700 | $65.2K | 0.00% | +1,650+9.1% | Added |
| Raymond James & Associates | 20,124 | $66.6K | 0.00% | +2,395+13.5% | Added |
| Patriot Financial Group Insurance Agency, LLC | 20,285 | $67.1K | 0.02% | −10,309−33.7% | Reduced |
| Amalgamated Bank | 20,406 | $68.0K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 20,603 | $68.2K | 0.00% | −25,995−55.8% | Reduced |
| US Bancorp | 20,736 | $68.6K | 0.00% | +20,736 | New |
| Algert Global LLC | 22,373 | $74.1K | 0.00% | 00.0% | Unchanged |
| Ergoteles LLC | 24,793 | $82.1K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 24,816 | $82.1K | 0.00% | +928+3.9% | Added |
| Royal Bank of Canada | 25,318 | $84.0K | 0.00% | +4,702+22.8% | Added |
| Cetera Investment Advisers | 25,450 | $84.2K | 0.00% | −500−1.9% | Reduced |
| Taylor & Morgan Wealth Management, LLC | 25,760 | $85.3K | 0.08% | +770+3.1% | Added |
| Dynamic Technology Lab Private Ltd | 27,983 | $92.0K | 0.01% | +15,386+122.1% | Added |
| JPMorgan Chase & Co | 31,414 | $104.0K | 0.00% | +25,075+395.6% | Added |
| LJI Wealth Management, LLC | 31,460 | $104.1K | 0.04% | +31,460 | New |
| Allspring Global Investments Holdings, LLC | 31,908 | $105.6K | 0.00% | −4,377−12.1% | Reduced |
| International Assets Investment Management, LLC | 32,059 | $106.1K | 0.01% | +32,059 | New |
| Commonwealth Equity Services, LLC | 34,822 | $115.0K | 0.00% | −6,182−15.1% | Reduced |
| Wolverine Trading, LLC | 34,817 | $115.0K | 0.00% | +12,216+54.1% | Added |
| Virtu Financial LLC | 35,233 | $117.0K | 0.02% | +35,233 | New |
| Legal & General Group Plc | 35,369 | $117.1K | 0.00% | −671−1.9% | Reduced |
| Citadel Advisors LLC | 35,875 | $118.7K | 0.00% | +35,875 | New |
| Voya Investment Management LLC | 36,220 | $119.9K | 0.00% | −256−0.7% | Reduced |
| Two Sigma Advisers, LP | 38,900 | $128.8K | 0.00% | −9,800−20.1% | Reduced |
| Treasurer of the State of North Carolina | 40,245 | $133.0K | 0.00% | +520+1.3% | Added |
| Ameriprise Financial Inc | 40,963 | $137.0K | 0.00% | −8,501−17.2% | Reduced |
| Mariner, LLC | 41,787 | $138.0K | 0.00% | +20,597+97.2% | Added |
| Citigroup Inc | 43,834 | $145.1K | 0.00% | −5,343−10.9% | Reduced |
| Rothschild Investment Corp | 46,100 | $153.0K | 0.01% | 00.0% | Unchanged |