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 |
|---|---|---|---|---|---|
| Principal Financial Group Inc | 11,132 | $54.7K | 0.00% | −687−5.8% | Reduced |
| State of Wisconsin Investment Board | 11,093 | $54.5K | 0.00% | +125+1.1% | Added |
| Kestra Private Wealth Services, LLC | 11,050 | $54.3K | 0.00% | +11,050 | New |
| Schnieders Capital Management LLC | 11,000 | $54.0K | 0.01% | +11,000 | New |
| Ieq Capital, LLC | 10,438 | $51.3K | 0.00% | +10,438 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,822 | $48.2K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 9,200 | $45.0K | 0.01% | −8,100−46.8% | Reduced |
| Cutler Group LP | 9,091 | $44.0K | 0.01% | +5,377+144.8% | Added |
| Quent Capital, LLC | 8,270 | $40.6K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 7,100 | $34.9K | 0.02% | −1,000−12.3% | Reduced |
| International Assets Investment Management, LLC | 6,775 | $33.3K | 0.00% | −25,284−78.9% | Reduced |
| Parallel Advisors, LLC | 6,613 | $32.5K | 0.00% | +5,884+807.1% | Added |
| JPMorgan Chase & Co | 6,419 | $32.0K | 0.00% | −24,995−79.6% | Reduced |
| Loomis Sayles & Co L P | 6,379 | $31.0K | 0.00% | −2,387−27.2% | Reduced |
| MetLife Investment Management | 5,276 | $25.9K | 0.00% | +12+0.2% | Added |
| Quadrant Capital Group LLC | 5,275 | $25.9K | 0.00% | +2,168+69.8% | Added |
| Tower Research Capital LLC (TRC) | 3,972 | $20.0K | 0.00% | −1,208−23.3% | Reduced |
| Allworth Financial LP | 2,312 | $11.4K | 0.00% | +25+1.1% | Added |
| Beaird Harris Wealth Management, LLC | 2,261 | $11.1K | 0.00% | +63+2.9% | Added |
| Financial Connections Group, Inc. | 2,296 | $11.0K | 0.01% | +60+2.7% | Added |
| Federation des caisses Desjardins du Quebec | 2,200 | $10.8K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 2,057 | $10.1K | 0.00% | +57+2.9% | Added |
| Hantz Financial Services, Inc. | 2,134 | $10.0K | 0.00% | −83−3.7% | Reduced |
| US Bancorp | 1,933 | $9.49K | 0.00% | −18,803−90.7% | Reduced |
| Column Capital Advisors, LLC | 1,800 | $8.84K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,748 | $8.58K | 0.00% | −573−24.7% | Reduced |
| Delta Asset Management LLC | 1,568 | $7.70K | 0.00% | +138+9.7% | Added |
| American National Bank | 1,500 | $7.37K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 1,338 | $6.57K | 0.00% | −39−2.8% | Reduced |
| CWM, LLC | 1,179 | $6.00K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,060 | $5.21K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 1,207 | $5.00K | 0.00% | +30+2.5% | Added |
| 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 |
| Sunbelt Securities, Inc. | 913 | $4.46K | 0.00% | +913 | New |
| Venturi Wealth Management, LLC | 850 | $4.17K | 0.00% | +850 | New |
| Lindbrook Capital, LLC | 618 | $3.03K | 0.00% | −257−29.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 581 | $2.85K | 0.00% | +308+112.8% | Added |
| Cedar Mountain Advisors, LLC | 450 | $2.21K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 413 | $2.03K | 0.00% | −35,462−98.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 408 | $2.00K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 311 | $1.53K | 0.00% | +311 | New |
| Baystate Wealth Management LLC | 300 | $1.47K | 0.00% | +300 | New |
| Ameritas Advisory Services, LLC | 225 | $1.24K | 0.00% | +225 | New |
| Tradewinds Capital Management, LLC | 200 | $982 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 190 | $933 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 126 | $736 | 0.00% | +126 | New |
| Clearstead Advisors, LLC | 126 | $621 | 0.00% | +3+2.4% | Added |
| Optimum Investment Advisors | 116 | $571 | 0.00% | +3+2.7% | Added |
| Northwestern Mutual Wealth Management Co | 100 | $491 | 0.00% | −400−80.0% | Reduced |
| Coastal Capital Group, Inc. | 2 | $10 | 0.00% | +2 | New |
| Sofos Investments, Inc. | 123 | $1 | 0.00% | +123 | 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 | 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 |
| 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 |