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 |
|---|---|---|---|---|---|
| Xponance, Inc. | 11,267 | $37.3K | 0.00% | −192−1.7% | Reduced |
| State of Wisconsin Investment Board | 10,968 | $36.3K | 0.00% | −5,269−32.5% | Reduced |
| Evergreen Capital Management LLC | 10,604 | $36.2K | 0.00% | +10,604 | New |
| Baker Tilly Wealth Management, LLC | 10,567 | $35.0K | 0.00% | +17+0.2% | Added |
| Engineers Gate Manager LP | 10,479 | $34.7K | 0.00% | +10,479 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,822 | $32.5K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 8,766 | $29.0K | 0.00% | +7,581+639.7% | Added |
| Quent Capital, LLC | 8,270 | $27.4K | 0.01% | +8,270 | New |
| Newbridge Financial Services Group, Inc. | 8,100 | $26.8K | 0.02% | 00.0% | Unchanged |
| MetLife Investment Management | 5,264 | $17.4K | 0.00% | −133−2.5% | Reduced |
| Tower Research Capital LLC (TRC) | 5,180 | $17.0K | 0.00% | −14,437−73.6% | Reduced |
| Cutler Group LP | 3,714 | $12.0K | 0.00% | +2,046+122.7% | Added |
| Quadrant Capital Group LLC | 3,107 | $10.3K | 0.00% | +3,107 | New |
| Signaturefd, LLC | 2,321 | $7.68K | 0.00% | +2,321 | New |
| Allworth Financial LP | 2,287 | $7.57K | 0.00% | +656+40.2% | Added |
| Federation des caisses Desjardins du Quebec | 2,200 | $7.28K | 0.00% | −500−18.5% | Reduced |
| Beaird Harris Wealth Management, LLC | 2,198 | $7.28K | 0.00% | +66+3.1% | 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 |
| Oliver Lagore Vanvalin Investment Group | 2,000 | $6.62K | 0.00% | +200+11.1% | Added |
| Column Capital Advisors, LLC | 1,800 | $5.96K | 0.00% | +1,800 | New |
| American National Bank | 1,500 | $5.00K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,430 | $4.74K | 0.00% | +1,430 | New |
| American International Group, Inc. | 1,377 | $4.56K | 0.00% | −31−2.2% | Reduced |
| CWM, LLC | 1,179 | $4.00K | 0.00% | −1,773−60.1% | Reduced |
| Proequities, Inc. | 1,108 | $3.78K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,000 | $3.31K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 1,000 | $3.31K | 0.00% | 00.0% | Unchanged |
| 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 |
| Lindbrook Capital, LLC | 875 | $2.90K | 0.00% | +875 | New |
| Parallel Advisors, LLC | 729 | $2.41K | 0.00% | +7+1.0% | Added |
| Coppell Advisory Solutions LLC | 531 | $1.76K | 0.00% | +531 | New |
| Coppell Advisory Solutions Corp. | 531 | $1.76K | 0.00% | +531 | New |
| Northwestern Mutual Wealth Management Co | 500 | $1.66K | 0.00% | +500 | New |
| Cedar Mountain Advisors, LLC | 450 | $1.49K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 408 | $1.35K | 0.00% | −10,000−96.1% | Reduced |
| Aquatic Capital Management LLC | 300 | $1.00K | 0.00% | +300 | New |
| Steward Partners Investment Advisory, LLC | 273 | $905 | 0.00% | +8+3.0% | Added |
| Advisory Services Network, LLC | 235 | $778 | 0.00% | +235 | New |
| CoreCap Advisors, LLC | 210 | $695 | 0.00% | +210 | New |
| Tradewinds Capital Management, LLC | 200 | $662 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 190 | $629 | 0.00% | −570−75.0% | Reduced |
| Belpointe Asset Management LLC | 154 | $509 | 0.00% | +154 | New |
| Clearstead Advisors, LLC | 123 | $407 | 0.00% | +4+3.4% | Added |
| Optimum Investment Advisors | 113 | $375 | 0.00% | +3+2.7% | Added |
| JJJ Advisors Inc. | 91 | $356 | 0.00% | +91 | New |
| GWM Advisors LLC | 1,060 | $4 | 0.00% | +1,060 | New |
| 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 |
| 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 |