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 |
|---|---|---|---|---|---|
| Public Employees Retirement System of Ohio | 47,523 | $157.0K | 0.00% | +996+2.1% | Added |
| Penserra Capital Management LLC | 53,549 | $177.0K | 0.00% | +53,549 | New |
| Brandywine Global Investment Management, LLC | 56,510 | $187.0K | 0.00% | +56,510 | New |
| 180 Wealth Advisors, LLC | 42,170 | $188.5K | 0.04% | +7,717+22.4% | Added |
| Boulder Hill Capital Management LP | 59,600 | $197.3K | 0.16% | +59,600 | New |
| Wells Fargo & Company | 67,383 | $223.0K | 0.00% | +1,644+2.5% | Added |
| Credit Suisse AG | 69,331 | $229.5K | 0.00% | −40,500−36.9% | Reduced |
| Price T Rowe Associates Inc | 72,760 | $241.0K | 0.00% | +17,549+31.8% | Added |
| Marshall Wace, LLP | 74,079 | $245.2K | 0.00% | −71,557−49.1% | Reduced |
| New York State Common Retirement Fund | 74,153 | $245.4K | 0.00% | −147,633−66.6% | Reduced |
| LPL Financial LLC | 77,730 | $257.3K | 0.00% | +3,167+4.2% | Added |
| AE Wealth Management LLC | 78,064 | $258.4K | 0.00% | +78,064 | New |
| Group One Trading, L.P. | 83,624 | $276.8K | 0.01% | +44,074+111.4% | Added |
| Lebenthal Global Advisors, LLC | 87,337 | $289.1K | 0.10% | −54,262−38.3% | Reduced |
| UBS Asset Management Americas Inc | 89,830 | $297.3K | 0.00% | −7,112−7.3% | Reduced |
| Balyasny Asset Management LLC | 95,319 | $315.5K | 0.00% | +95,319 | New |
| JCSD Capital, LLC | 96,192 | $318.4K | 0.43% | +96,192 | New |
| Susquehanna International Group, LLP | 96,658 | $319.9K | 0.00% | −274,856−74.0% | Reduced |
| Jenkins Wealth | 99,608 | $329.7K | 0.13% | +99,608 | New |
| TCW Group Inc | 101,084 | $334.6K | 0.00% | +101,084 | New |
| UBS Group AG | 101,877 | $337.2K | 0.00% | −210,772−67.4% | Reduced |
| Cetera Advisor Networks LLC | 103,196 | $341.6K | 0.00% | +8,544+9.0% | Added |
| Rhumbline Advisers | 103,916 | $344.0K | 0.00% | +3,023+3.0% | Added |
| California State Teachers Retirement System | 113,833 | $376.8K | 0.00% | +1,356+1.2% | Added |
| Invesco Ltd. | 126,337 | $418.2K | 0.00% | −27,390−17.8% | Reduced |
| Gsa Capital Partners LLP | 136,111 | $451.0K | 0.06% | +136,111 | New |
| Swiss National Bank | 212,400 | $703.0K | 0.00% | +5,300+2.6% | Added |
| First Trust Advisors LP | 227,675 | $753.6K | 0.00% | −15,819−6.5% | Reduced |
| Tudor Investment Corp Et Al | 228,951 | $758.0K | 0.02% | +48,738+27.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 230,179 | $761.9K | 0.04% | −153,452−40.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 231,000 | $764.6K | 0.01% | +194,407+531.3% | Added |
| Capula Management Ltd | 234,770 | $777.1K | 0.08% | +234,770 | New |
| Squarepoint Ops LLC | 250,778 | $830.1K | 0.01% | +250,778 | New |
| Nuveen Asset Management, LLC | 256,290 | $849.0K | 0.00% | +10,254+4.2% | Added |
| Occudo Quantitative Strategies LP | 264,460 | $875.4K | 0.10% | +264,460 | New |
| D. E. Shaw & Co., Inc. | 284,721 | $942.4K | 0.00% | +284,721 | New |
| The PNC Financial Services Group, Inc. | 325,410 | $1.08M | 0.00% | −2,805−0.9% | Reduced |
| Millennium Management LLC | 371,404 | $1.23M | 0.00% | +104,051+38.9% | Added |
| Morgan Stanley | 395,199 | $1.31M | 0.00% | −39,779−9.1% | Reduced |
| Bank of America Corp | 403,592 | $1.34M | 0.00% | +25,408+6.7% | Added |
| Integrated Investment Consultants, LLC | 472,775 | $1.56M | 0.53% | +115,198+32.2% | Added |
| Charles Schwab Investment Management Inc | 487,104 | $1.61M | 0.00% | +7,583+1.6% | Added |
| Goldman Sachs Group Inc | 552,655 | $1.83M | 0.00% | +73,046+15.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 570,204 | $1.89M | 0.01% | −1,530−0.3% | Reduced |
| Northern Trust Corp | 662,826 | $2.19M | 0.00% | −77,901−10.5% | Reduced |
| Bank of New York Mellon Corp | 857,448 | $2.84M | 0.00% | −14,948−1.7% | Reduced |
| Geode Capital Management, LLC | 1,247,650 | $4.13M | 0.00% | +67,250+5.7% | Added |
| State Street Corp | 1,341,025 | $4.58M | 0.00% | +31,200+2.4% | Added |
| Renaissance Technologies LLC | 1,464,100 | $4.85M | 0.01% | −58,800−3.9% | Reduced |
| BlackRock Inc. | 3,962,111 | $13.1M | 0.00% | +590,644+17.5% | Added |
| FMR LLC | 4,667,713 | $15.5M | 0.00% | +1,359,687+41.1% | Added |
| Platinum Equity, LLC | 4,894,101 | $16.2M | 11.06% | −90,000−1.8% | Reduced |
| Vanguard Group Inc | 7,528,147 | $24.9M | 0.00% | +141,890+1.9% | Added |
| IFP Advisors, Inc | 12,936 | – | – | +769+6.3% | Added |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 0 | $0 | 0.00% | −1,000,000−100.0% | Sold out |
| Basswood Capital Management, L.L.C. | 0 | $0 | 0.00% | −797,384−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −184,690−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −170,253−100.0% | Sold out |
| Claybrook Capital, LLC | 0 | $0 | 0.00% | −83,148−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −60,925−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −56,863−100.0% | Sold out |
| Ensign Peak Advisors, Inc | 0 | $0 | 0.00% | −52,750−100.0% | Sold out |
| Marathon Trading Investment Management LLC | 0 | $0 | 0.00% | −18,289−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −17,349−100.0% | Sold out |
| Orion Portfolio Solutions, LLC | 0 | $0 | 0.00% | −13,840−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −12,505−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −12,406−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −12,139−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −11,421−100.0% | Sold out |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −10,060−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −10,019−100.0% | Sold out |
| Howe & Rusling Inc | 0 | $0 | 0.00% | −140−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −155−100.0% | Sold out |
| Bluestein R H & Co | – | – | – | – | Not filed |