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 |
|---|---|---|---|---|---|
| Allspring Global Investments Holdings, LLC | 41,173 | $202.2K | 0.00% | +9,265+29.0% | Added |
| Verition Fund Management LLC | 41,291 | $202.7K | 0.00% | +41,291 | New |
| Ameriprise Financial Inc | 42,658 | $210.3K | 0.00% | +1,695+4.1% | Added |
| 180 Wealth Advisors, LLC | 44,186 | $217.0K | 0.05% | +2,016+4.8% | Added |
| 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 |
| Penserra Capital Management LLC | 52,211 | $256.0K | 0.01% | −1,338−2.5% | Reduced |
| Private Advisor Group, LLC | 54,795 | $269.0K | 0.00% | +54,795 | New |
| Barclays PLC | 57,466 | $282.2K | 0.00% | +40,030+229.6% | Added |
| Wells Fargo & Company | 57,533 | $282.5K | 0.00% | −9,850−14.6% | Reduced |
| Advisory Services Network, LLC | 61,428 | $301.6K | 0.01% | +61,193+26,039.6% | Added |
| Mariner, LLC | 61,886 | $304.0K | 0.00% | +20,099+48.1% | Added |
| Citigroup Inc | 68,580 | $336.7K | 0.00% | +24,746+56.5% | Added |
| Bank of America Corp | 70,961 | $348.4K | 0.00% | −332,631−82.4% | Reduced |
| Price T Rowe Associates Inc | 72,857 | $358.0K | 0.00% | +97+0.1% | Added |
| New York State Common Retirement Fund | 74,189 | $364.3K | 0.00% | +360.0% | Added |
| LPL Financial LLC | 74,711 | $366.8K | 0.00% | −3,019−3.9% | Reduced |
| Credit Suisse AG | 76,563 | $375.9K | 0.00% | +7,232+10.4% | Added |
| Occudo Quantitative Strategies LP | 76,591 | $376.1K | 0.03% | −187,869−71.0% | Reduced |
| Gsa Capital Partners LLP | 78,547 | $386.0K | 0.04% | −57,564−42.3% | Reduced |
| Quantbot Technologies LP | 80,757 | $396.5K | 0.03% | +80,757 | New |
| Lebenthal Global Advisors, LLC | 87,222 | $428.3K | 0.13% | −115−0.1% | Reduced |
| Cetera Advisor Networks LLC | 87,818 | $431.2K | 0.00% | −15,378−14.9% | Reduced |
| UBS Asset Management Americas Inc | 89,830 | $441.1K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 103,259 | $507.0K | 0.00% | +68,437+196.5% | Added |
| Rhumbline Advisers | 106,562 | $523.0K | 0.00% | +2,646+2.5% | Added |
| Balyasny Asset Management LLC | 110,047 | $540.3K | 0.00% | +14,728+15.5% | Added |
| California State Teachers Retirement System | 111,939 | $549.6K | 0.00% | −1,894−1.7% | Reduced |
| TCW Group Inc | 113,889 | $559.2K | 0.01% | +12,805+12.7% | Added |
| U.S. Capital Wealth Advisors, LLC | 114,677 | $563.1K | 0.03% | −115,502−50.2% | Reduced |
| UBS Group AG | 125,649 | $616.9K | 0.00% | +23,772+23.3% | Added |
| Islay Capital Management, LLC | 135,133 | $663.5K | 0.65% | +135,133 | New |
| Group One Trading, L.P. | 138,174 | $678.4K | 0.03% | +54,550+65.2% | Added |
| Invesco Ltd. | 145,608 | $714.9K | 0.00% | +19,271+15.3% | Added |
| Swiss National Bank | 189,800 | $931.9K | 0.00% | −22,600−10.6% | Reduced |
| Integrated Investment Consultants, LLC | 190,744 | $936.6K | 0.29% | −282,031−59.7% | Reduced |
| STRS Ohio | 198,005 | $972.0K | 0.00% | +198,005 | New |
| D. E. Shaw & Co., Inc. | 226,801 | $1.11M | 0.00% | −57,920−20.3% | Reduced |
| Tudor Investment Corp Et Al | 230,771 | $1.13M | 0.02% | +1,820+0.8% | Added |
| First Trust Advisors LP | 246,467 | $1.21M | 0.00% | +18,792+8.3% | Added |
| Nuveen Asset Management, LLC | 248,368 | $1.22M | 0.00% | −7,922−3.1% | Reduced |
| The PNC Financial Services Group, Inc. | 326,330 | $1.60M | 0.00% | +920+0.3% | Added |
| Charles Schwab Investment Management Inc | 494,926 | $2.43M | 0.00% | +7,822+1.6% | Added |
| Morgan Stanley | 522,297 | $2.56M | 0.00% | +127,098+32.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 527,847 | $2.59M | 0.01% | −42,357−7.4% | Reduced |
| Goldman Sachs Group Inc | 592,460 | $2.91M | 0.00% | +39,805+7.2% | Added |
| Schonfeld Strategic Advisors LLC | 808,700 | $3.97M | 0.04% | +577,700+250.1% | Added |
| Azora Capital LP | 819,060 | $4.02M | 0.62% | +819,060 | New |
| Bank of New York Mellon Corp | 829,851 | $4.07M | 0.00% | −27,597−3.2% | Reduced |
| Basswood Capital Management, L.L.C. | 973,632 | $4.78M | 0.33% | +973,632 | New |
| Geode Capital Management, LLC | 1,277,051 | $6.27M | 0.00% | +29,401+2.4% | Added |
| Renaissance Technologies LLC | 1,317,900 | $6.47M | 0.01% | −146,200−10.0% | Reduced |
| State Street Corp | 1,376,452 | $6.89M | 0.00% | +35,427+2.6% | Added |
| Victory Capital Management Inc | 1,726,341 | $8.48M | 0.01% | +1,726,341 | New |
| Northern Trust Corp | 1,797,690 | $8.83M | 0.00% | +1,134,864+171.2% | Added |
| BlackRock Inc. | 3,965,334 | $19.5M | 0.00% | +3,223+0.1% | Added |
| FMR LLC | 4,450,081 | $21.8M | 0.00% | −217,632−4.7% | Reduced |
| Platinum Equity, LLC | 4,894,101 | $24.0M | 14.07% | 00.0% | Unchanged |
| Vanguard Group Inc | 7,468,619 | $36.7M | 0.00% | −59,528−0.8% | Reduced |
| Proequities, Inc. | 0 | $0 | 0.00% | −1,108−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −371,404−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −250,778−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −234,770−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −78,064−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −74,079−100.0% | Sold out |
| Boulder Hill Capital Management LP | 0 | $0 | 0.00% | −59,600−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −56,510−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −35,233−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −27,983−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −22,373−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −16,583−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −13,400−100.0% | Sold out |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −13,128−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −12,291−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −11,325−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −11,287−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −10,479−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −531−100.0% | Sold out |
| Coppell Advisory Solutions Corp. | 0 | $0 | 0.00% | −531−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −154−100.0% | Sold out |
| JJJ Advisors Inc. | 0 | $0 | 0.00% | −91−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −12,936−100.0% | Sold out |
| Jenkins Wealth | – | – | – | – | Not filed |
| Telemetry Investments, L.L.C. | – | – | – | – | Not filed |
| CoreCap Advisors, LLC | – | – | – | – | Not filed |