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, Q1 2023
Institutional positions in UWM Holdings Corp as of Mar 31, 2023. 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
- 159
- +8 vs. Q4 2022
- Shares held
- 39.6M
- +3.54M (+9.8%) vs. Q4 2022
- Total value
- $194.4M
- +$75.0M (+62.9%) vs. Q4 2022
- New holders
- 32
- 58 more added
- Sold out
- 24
- 47 more reduced
3 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding UWM Holdings Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 7,468,619 | $36.7M | 0.00% | −59,528−0.8% | Reduced |
| Platinum Equity, LLC | 4,894,101 | $24.0M | 14.07% | 00.0% | Unchanged |
| FMR LLC | 4,450,081 | $21.8M | 0.00% | −217,632−4.7% | Reduced |
| BlackRock Inc. | 3,965,334 | $19.5M | 0.00% | +3,223+0.1% | Added |
| Northern Trust Corp | 1,797,690 | $8.83M | 0.00% | +1,134,864+171.2% | Added |
| Victory Capital Management Inc | 1,726,341 | $8.48M | 0.01% | +1,726,341 | New |
| State Street Corp | 1,376,452 | $6.89M | 0.00% | +35,427+2.6% | Added |
| Renaissance Technologies LLC | 1,317,900 | $6.47M | 0.01% | −146,200−10.0% | Reduced |
| Geode Capital Management, LLC | 1,277,051 | $6.27M | 0.00% | +29,401+2.4% | Added |
| Basswood Capital Management, L.L.C. | 973,632 | $4.78M | 0.33% | +973,632 | New |
| Bank of New York Mellon Corp | 829,851 | $4.07M | 0.00% | −27,597−3.2% | Reduced |
| Azora Capital LP | 819,060 | $4.02M | 0.62% | +819,060 | New |
| Schonfeld Strategic Advisors LLC | 808,700 | $3.97M | 0.04% | +577,700+250.1% | Added |
| Goldman Sachs Group Inc | 592,460 | $2.91M | 0.00% | +39,805+7.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 527,847 | $2.59M | 0.01% | −42,357−7.4% | Reduced |
| Morgan Stanley | 522,297 | $2.56M | 0.00% | +127,098+32.2% | Added |
| Charles Schwab Investment Management Inc | 494,926 | $2.43M | 0.00% | +7,822+1.6% | Added |
| The PNC Financial Services Group, Inc. | 326,330 | $1.60M | 0.00% | +920+0.3% | Added |
| Nuveen Asset Management, LLC | 248,368 | $1.22M | 0.00% | −7,922−3.1% | Reduced |
| First Trust Advisors LP | 246,467 | $1.21M | 0.00% | +18,792+8.3% | Added |
| Tudor Investment Corp Et Al | 230,771 | $1.13M | 0.02% | +1,820+0.8% | Added |
| D. E. Shaw & Co., Inc. | 226,801 | $1.11M | 0.00% | −57,920−20.3% | Reduced |
| STRS Ohio | 198,005 | $972.0K | 0.00% | +198,005 | New |
| Integrated Investment Consultants, LLC | 190,744 | $936.6K | 0.29% | −282,031−59.7% | Reduced |
| Swiss National Bank | 189,800 | $931.9K | 0.00% | −22,600−10.6% | Reduced |
| Invesco Ltd. | 145,608 | $714.9K | 0.00% | +19,271+15.3% | Added |
| Group One Trading, L.P. | 138,174 | $678.4K | 0.03% | +54,550+65.2% | Added |
| Islay Capital Management, LLC | 135,133 | $663.5K | 0.65% | +135,133 | New |
| UBS Group AG | 125,649 | $616.9K | 0.00% | +23,772+23.3% | Added |
| U.S. Capital Wealth Advisors, LLC | 114,677 | $563.1K | 0.03% | −115,502−50.2% | Reduced |
| TCW Group Inc | 113,889 | $559.2K | 0.01% | +12,805+12.7% | Added |
| California State Teachers Retirement System | 111,939 | $549.6K | 0.00% | −1,894−1.7% | Reduced |
| Balyasny Asset Management LLC | 110,047 | $540.3K | 0.00% | +14,728+15.5% | Added |
| Rhumbline Advisers | 106,562 | $523.0K | 0.00% | +2,646+2.5% | Added |
| Commonwealth Equity Services, LLC | 103,259 | $507.0K | 0.00% | +68,437+196.5% | Added |
| UBS Asset Management Americas Inc | 89,830 | $441.1K | 0.00% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 87,818 | $431.2K | 0.00% | −15,378−14.9% | Reduced |
| Lebenthal Global Advisors, LLC | 87,222 | $428.3K | 0.13% | −115−0.1% | Reduced |
| Quantbot Technologies LP | 80,757 | $396.5K | 0.03% | +80,757 | New |
| Gsa Capital Partners LLP | 78,547 | $386.0K | 0.04% | −57,564−42.3% | Reduced |
| Occudo Quantitative Strategies LP | 76,591 | $376.1K | 0.03% | −187,869−71.0% | Reduced |
| Credit Suisse AG | 76,563 | $375.9K | 0.00% | +7,232+10.4% | Added |
| LPL Financial LLC | 74,711 | $366.8K | 0.00% | −3,019−3.9% | Reduced |
| New York State Common Retirement Fund | 74,189 | $364.3K | 0.00% | +360.0% | Added |
| Price T Rowe Associates Inc | 72,857 | $358.0K | 0.00% | +97+0.1% | Added |
| Bank of America Corp | 70,961 | $348.4K | 0.00% | −332,631−82.4% | Reduced |
| Citigroup Inc | 68,580 | $336.7K | 0.00% | +24,746+56.5% | Added |
| Mariner, LLC | 61,886 | $304.0K | 0.00% | +20,099+48.1% | Added |
| Advisory Services Network, LLC | 61,428 | $301.6K | 0.01% | +61,193+26,039.6% | Added |
| Wells Fargo & Company | 57,533 | $282.5K | 0.00% | −9,850−14.6% | Reduced |
| Barclays PLC | 57,466 | $282.2K | 0.00% | +40,030+229.6% | Added |
| Private Advisor Group, LLC | 54,795 | $269.0K | 0.00% | +54,795 | New |
| Penserra Capital Management LLC | 52,211 | $256.0K | 0.01% | −1,338−2.5% | Reduced |
| Public Employees Retirement System of Ohio | 46,092 | $226.0K | 0.00% | −1,431−3.0% | Reduced |
| Rothschild Investment Corp | 46,100 | $226.0K | 0.02% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 44,186 | $217.0K | 0.05% | +2,016+4.8% | Added |
| Ameriprise Financial Inc | 42,658 | $210.3K | 0.00% | +1,695+4.1% | Added |
| Verition Fund Management LLC | 41,291 | $202.7K | 0.00% | +41,291 | New |
| Allspring Global Investments Holdings, LLC | 41,173 | $202.2K | 0.00% | +9,265+29.0% | Added |
| Treasurer of the State of North Carolina | 40,525 | $199.0K | 0.00% | +280+0.7% | Added |
| Janus Henderson Group PLC | 39,340 | $193.0K | 0.00% | +20,561+109.5% | Added |
| Legal & General Group Plc | 39,277 | $192.9K | 0.00% | +3,908+11.0% | Added |
| Susquehanna International Group, LLP | 35,842 | $176.0K | 0.00% | −60,816−62.9% | Reduced |
| Voya Investment Management LLC | 35,039 | $172.0K | 0.00% | −1,181−3.3% | Reduced |
| Wolverine Trading, LLC | 34,413 | $168.0K | 0.01% | −404−1.2% | Reduced |
| Quadrature Capital Ltd | 32,225 | $158.1K | 0.00% | +32,225 | New |
| LJI Wealth Management, LLC | 31,160 | $153.0K | 0.05% | −300−1.0% | Reduced |
| Baker Tilly Wealth Management, LLC | 30,582 | $150.2K | 0.02% | +20,015+189.4% | Added |
| Jump Financial, LLC | 29,000 | $142.4K | 0.01% | +29,000 | New |
| Two Sigma Advisers, LP | 27,700 | $136.0K | 0.00% | −11,200−28.8% | Reduced |
| Royal Bank of Canada | 27,572 | $135.0K | 0.00% | +2,254+8.9% | Added |
| Taylor & Morgan Wealth Management, LLC | 26,453 | $129.9K | 0.11% | +693+2.7% | Added |
| Pitcairn Co | 26,194 | $128.6K | 0.01% | +26,194 | New |
| Arizona State Retirement System | 25,483 | $125.1K | 0.00% | +667+2.7% | Added |
| Vident Investment Advisory, LLC | 25,147 | $123.5K | 0.00% | +13,365+113.4% | Added |
| Ergoteles LLC | 24,793 | $121.7K | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 23,658 | $116.2K | 0.00% | +4,357+22.6% | Added |
| Patriot Financial Group Insurance Agency, LLC | 23,158 | $113.7K | 0.02% | +2,873+14.2% | Added |
| CI Private Wealth, LLC | 21,966 | $107.9K | 0.00% | +21,966 | New |
| Truist Financial Corp | 21,600 | $106.1K | 0.00% | +1,900+9.6% | Added |
| Cetera Investment Advisers | 21,150 | $103.8K | 0.00% | −4,300−16.9% | Reduced |
| Mercer Global Advisors Inc | 20,700 | $102.0K | 0.00% | +20,700 | New |
| Fidelis Capital Partners, LLC | 17,183 | $100.2K | 0.04% | +17,183 | New |
| Raymond James & Associates | 20,337 | $99.9K | 0.00% | +213+1.1% | Added |
| JCSD Capital, LLC | 20,000 | $98.2K | 0.16% | −76,192−79.2% | Reduced |
| Amalgamated Bank | 18,887 | $93.0K | 0.00% | −1,519−7.4% | Reduced |
| SEI Investments Co | 17,936 | $88.1K | 0.00% | +17,936 | New |
| DDFG, Inc | 17,102 | $84.0K | 0.03% | +17,102 | New |
| Evergreen Capital Management LLC | 15,482 | $77.0K | 0.00% | +4,878+46.0% | Added |
| Advisor Group Holdings, Inc. | 15,539 | $76.5K | 0.00% | +3,039+24.3% | Added |
| Sawtooth Solutions, LLC | 15,003 | $73.7K | 0.00% | +15,003 | New |
| Bleakley Financial Group, LLC | 15,003 | $73.7K | 0.00% | +15,003 | New |
| Martingale Asset Management L P | 14,900 | $73.2K | 0.00% | −2,600−14.9% | Reduced |
| Commerce Bank | 14,301 | $70.2K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 13,981 | $68.6K | 0.00% | −6,622−32.1% | Reduced |
| Jane Street Group, LLC | 12,946 | $63.6K | 0.00% | +12,946 | New |
| Financial Counselors Inc | 12,626 | $62.0K | 0.00% | 00.0% | Unchanged |
| Easterly Investment Partners LLC | 12,045 | $59.1K | 0.01% | +12,045 | New |
| Xponance, Inc. | 11,475 | $56.3K | 0.00% | +208+1.8% | Added |
| Stifel Financial Corp | 11,412 | $56.0K | 0.00% | −2,200−16.2% | Reduced |