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 |
|---|---|---|---|---|---|
| Ci Investments Inc. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 140 | $0 | 0.00% | −30−17.6% | Reduced |
| Ronald Blue Trust, Inc. | 116 | $0 | 0.00% | +15+14.9% | Added |
| Covestor Ltd | 19 | $0 | 0.00% | −51−72.9% | Reduced |
| Capital Advisors, Ltd. LLC | 70 | $0 | 0.00% | +70 | New |
| Sofos Investments, Inc. | 123 | $1 | 0.00% | +123 | New |
| Coastal Capital Group, Inc. | 2 | $10 | 0.00% | +2 | New |
| Northwestern Mutual Wealth Management Co | 100 | $491 | 0.00% | −400−80.0% | Reduced |
| Optimum Investment Advisors | 116 | $571 | 0.00% | +3+2.7% | Added |
| Clearstead Advisors, LLC | 126 | $621 | 0.00% | +3+2.4% | Added |
| Global Retirement Partners, LLC | 126 | $736 | 0.00% | +126 | New |
| Trust Co of Vermont | 190 | $933 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 200 | $982 | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 225 | $1.24K | 0.00% | +225 | New |
| Baystate Wealth Management LLC | 300 | $1.47K | 0.00% | +300 | New |
| Russell Investments Group, Ltd. | 311 | $1.53K | 0.00% | +311 | New |
| Plante Moran Financial Advisors, LLC | 408 | $2.00K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 413 | $2.03K | 0.00% | −35,462−98.8% | Reduced |
| Cedar Mountain Advisors, LLC | 450 | $2.21K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 581 | $2.85K | 0.00% | +308+112.8% | Added |
| Lindbrook Capital, LLC | 618 | $3.03K | 0.00% | −257−29.4% | Reduced |
| Venturi Wealth Management, LLC | 850 | $4.17K | 0.00% | +850 | New |
| Sunbelt Securities, Inc. | 913 | $4.46K | 0.00% | +913 | New |
| Huntington National Bank | 1,000 | $4.91K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 1,000 | $4.91K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,000 | $4.91K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 1,207 | $5.00K | 0.00% | +30+2.5% | Added |
| GWM Advisors LLC | 1,060 | $5.21K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,179 | $6.00K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 1,338 | $6.57K | 0.00% | −39−2.8% | Reduced |
| American National Bank | 1,500 | $7.37K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,568 | $7.70K | 0.00% | +138+9.7% | Added |
| Signaturefd, LLC | 1,748 | $8.58K | 0.00% | −573−24.7% | Reduced |
| Column Capital Advisors, LLC | 1,800 | $8.84K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,933 | $9.49K | 0.00% | −18,803−90.7% | Reduced |
| Hantz Financial Services, Inc. | 2,134 | $10.0K | 0.00% | −83−3.7% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 2,057 | $10.1K | 0.00% | +57+2.9% | Added |
| Federation des caisses Desjardins du Quebec | 2,200 | $10.8K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 2,296 | $11.0K | 0.01% | +60+2.7% | Added |
| Beaird Harris Wealth Management, LLC | 2,261 | $11.1K | 0.00% | +63+2.9% | Added |
| Allworth Financial LP | 2,312 | $11.4K | 0.00% | +25+1.1% | Added |
| Tower Research Capital LLC (TRC) | 3,972 | $20.0K | 0.00% | −1,208−23.3% | Reduced |
| Quadrant Capital Group LLC | 5,275 | $25.9K | 0.00% | +2,168+69.8% | Added |
| MetLife Investment Management | 5,276 | $25.9K | 0.00% | +12+0.2% | Added |
| Loomis Sayles & Co L P | 6,379 | $31.0K | 0.00% | −2,387−27.2% | Reduced |
| JPMorgan Chase & Co | 6,419 | $32.0K | 0.00% | −24,995−79.6% | Reduced |
| Parallel Advisors, LLC | 6,613 | $32.5K | 0.00% | +5,884+807.1% | Added |
| International Assets Investment Management, LLC | 6,775 | $33.3K | 0.00% | −25,284−78.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 7,100 | $34.9K | 0.02% | −1,000−12.3% | Reduced |
| Quent Capital, LLC | 8,270 | $40.6K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 9,091 | $44.0K | 0.01% | +5,377+144.8% | Added |
| Clear Street Markets LLC | 9,200 | $45.0K | 0.01% | −8,100−46.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,822 | $48.2K | 0.00% | 00.0% | Unchanged |
| Ieq Capital, LLC | 10,438 | $51.3K | 0.00% | +10,438 | New |
| Schnieders Capital Management LLC | 11,000 | $54.0K | 0.01% | +11,000 | New |
| Kestra Private Wealth Services, LLC | 11,050 | $54.3K | 0.00% | +11,050 | New |
| State of Wisconsin Investment Board | 11,093 | $54.5K | 0.00% | +125+1.1% | Added |
| Principal Financial Group Inc | 11,132 | $54.7K | 0.00% | −687−5.8% | Reduced |
| Stifel Financial Corp | 11,412 | $56.0K | 0.00% | −2,200−16.2% | Reduced |
| Xponance, Inc. | 11,475 | $56.3K | 0.00% | +208+1.8% | Added |
| Easterly Investment Partners LLC | 12,045 | $59.1K | 0.01% | +12,045 | New |
| Financial Counselors Inc | 12,626 | $62.0K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 12,946 | $63.6K | 0.00% | +12,946 | New |
| JustInvest LLC | 13,981 | $68.6K | 0.00% | −6,622−32.1% | Reduced |
| Commerce Bank | 14,301 | $70.2K | 0.00% | 00.0% | Unchanged |
| Martingale Asset Management L P | 14,900 | $73.2K | 0.00% | −2,600−14.9% | Reduced |
| 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 |
| Advisor Group Holdings, Inc. | 15,539 | $76.5K | 0.00% | +3,039+24.3% | Added |
| Evergreen Capital Management LLC | 15,482 | $77.0K | 0.00% | +4,878+46.0% | Added |
| DDFG, Inc | 17,102 | $84.0K | 0.03% | +17,102 | New |
| SEI Investments Co | 17,936 | $88.1K | 0.00% | +17,936 | New |
| Amalgamated Bank | 18,887 | $93.0K | 0.00% | −1,519−7.4% | Reduced |
| JCSD Capital, LLC | 20,000 | $98.2K | 0.16% | −76,192−79.2% | Reduced |
| Raymond James & Associates | 20,337 | $99.9K | 0.00% | +213+1.1% | Added |
| Fidelis Capital Partners, LLC | 17,183 | $100.2K | 0.04% | +17,183 | New |
| Mercer Global Advisors Inc | 20,700 | $102.0K | 0.00% | +20,700 | New |
| Cetera Investment Advisers | 21,150 | $103.8K | 0.00% | −4,300−16.9% | Reduced |
| Truist Financial Corp | 21,600 | $106.1K | 0.00% | +1,900+9.6% | Added |
| CI Private Wealth, LLC | 21,966 | $107.9K | 0.00% | +21,966 | New |
| Patriot Financial Group Insurance Agency, LLC | 23,158 | $113.7K | 0.02% | +2,873+14.2% | Added |
| Alliancebernstein L.P. | 23,658 | $116.2K | 0.00% | +4,357+22.6% | Added |
| Ergoteles LLC | 24,793 | $121.7K | 0.00% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 25,147 | $123.5K | 0.00% | +13,365+113.4% | Added |
| Arizona State Retirement System | 25,483 | $125.1K | 0.00% | +667+2.7% | Added |
| Pitcairn Co | 26,194 | $128.6K | 0.01% | +26,194 | New |
| Taylor & Morgan Wealth Management, LLC | 26,453 | $129.9K | 0.11% | +693+2.7% | Added |
| Royal Bank of Canada | 27,572 | $135.0K | 0.00% | +2,254+8.9% | Added |
| Two Sigma Advisers, LP | 27,700 | $136.0K | 0.00% | −11,200−28.8% | Reduced |
| Jump Financial, LLC | 29,000 | $142.4K | 0.01% | +29,000 | New |
| Baker Tilly Wealth Management, LLC | 30,582 | $150.2K | 0.02% | +20,015+189.4% | Added |
| LJI Wealth Management, LLC | 31,160 | $153.0K | 0.05% | −300−1.0% | Reduced |
| Quadrature Capital Ltd | 32,225 | $158.1K | 0.00% | +32,225 | New |
| Wolverine Trading, LLC | 34,413 | $168.0K | 0.01% | −404−1.2% | Reduced |
| Voya Investment Management LLC | 35,039 | $172.0K | 0.00% | −1,181−3.3% | Reduced |
| Susquehanna International Group, LLP | 35,842 | $176.0K | 0.00% | −60,816−62.9% | Reduced |
| Legal & General Group Plc | 39,277 | $192.9K | 0.00% | +3,908+11.0% | Added |
| Janus Henderson Group PLC | 39,340 | $193.0K | 0.00% | +20,561+109.5% | Added |
| Treasurer of the State of North Carolina | 40,525 | $199.0K | 0.00% | +280+0.7% | Added |