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, Q2 2023
Institutional positions in UWM Holdings Corp as of Jun 30, 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
- 160
- +1 vs. Q1 2023
- Shares held
- 41.8M
- +2.23M (+5.6%) vs. Q1 2023
- Total value
- $234.1M
- +$39.7M (+20.4%) vs. Q1 2023
- New holders
- 23
- 60 more added
- Sold out
- 22
- 55 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding UWM Holdings Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 8,814,389 | $49.4M | 0.00% | +1,345,770+18.0% | Added |
| Platinum Equity, LLC | 4,894,101 | $27.4M | 14.73% | 00.0% | Unchanged |
| FMR LLC | 4,652,633 | $26.1M | 0.00% | +202,552+4.6% | Added |
| BlackRock Inc. | 4,055,711 | $22.7M | 0.00% | +90,377+2.3% | Added |
| Northern Trust Corp | 1,909,310 | $10.7M | 0.00% | +111,620+6.2% | Added |
| Victory Capital Management Inc | 1,722,346 | $9.65M | 0.01% | −3,995−0.2% | Reduced |
| State Street Corp | 1,412,917 | $8.05M | 0.00% | +36,465+2.6% | Added |
| Geode Capital Management, LLC | 1,322,266 | $7.40M | 0.00% | +45,215+3.5% | Added |
| Renaissance Technologies LLC | 1,304,980 | $7.31M | 0.01% | −12,920−1.0% | Reduced |
| Bank of New York Mellon Corp | 832,135 | $4.66M | 0.00% | +2,284+0.3% | Added |
| Azora Capital LP | 777,481 | $4.35M | 0.89% | −41,579−5.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 736,465 | $4.12M | 0.01% | +695,292+1,688.7% | Added |
| Goldman Sachs Group Inc | 719,860 | $4.03M | 0.00% | +127,400+21.5% | Added |
| Morgan Stanley | 536,201 | $3.00M | 0.00% | +13,904+2.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 520,248 | $2.91M | 0.01% | −7,599−1.4% | Reduced |
| Charles Schwab Investment Management Inc | 496,610 | $2.78M | 0.00% | +1,684+0.3% | Added |
| Tudor Investment Corp Et Al | 449,228 | $2.52M | 0.04% | +218,457+94.7% | Added |
| Truist Financial Corp | 352,575 | $1.97M | 0.00% | +330,975+1,532.3% | Added |
| Basswood Capital Management, L.L.C. | 339,590 | $1.90M | 0.14% | −634,042−65.1% | Reduced |
| The PNC Financial Services Group, Inc. | 326,292 | $1.83M | 0.00% | −380.0% | Reduced |
| First Trust Advisors LP | 249,725 | $1.40M | 0.00% | +3,258+1.3% | Added |
| Schonfeld Strategic Advisors LLC | 227,298 | $1.27M | 0.01% | −581,402−71.9% | Reduced |
| Nuveen Asset Management, LLC | 222,805 | $1.25M | 0.00% | −25,563−10.3% | Reduced |
| Paragon Capital Management Inc | 215,394 | $1.21M | 1.02% | +215,394 | New |
| Bank of America Corp | 200,487 | $1.12M | 0.00% | +129,526+182.5% | Added |
| Swiss National Bank | 192,600 | $1.08M | 0.00% | +2,800+1.5% | Added |
| SEI Investments Co | 180,496 | $1.01M | 0.00% | +162,560+906.3% | Added |
| Integrated Investment Consultants, LLC | 162,767 | $911.5K | 0.29% | −27,977−14.7% | Reduced |
| Invesco Ltd. | 160,032 | $896.2K | 0.00% | +14,424+9.9% | Added |
| Susquehanna International Group, LLP | 150,520 | $842.9K | 0.00% | +114,678+320.0% | Added |
| STRS Ohio | 148,923 | $833.0K | 0.00% | −49,082−24.8% | Reduced |
| UBS Group AG | 146,284 | $819.2K | 0.00% | +20,635+16.4% | Added |
| Millennium Management LLC | 133,878 | $749.7K | 0.00% | +133,878 | New |
| Alliancebernstein L.P. | 113,437 | $635.2K | 0.00% | +89,779+379.5% | Added |
| California State Teachers Retirement System | 108,947 | $610.1K | 0.00% | −2,992−2.7% | Reduced |
| Jane Street Group, LLC | 105,806 | $592.5K | 0.00% | +92,860+717.3% | Added |
| Rhumbline Advisers | 101,003 | $565.6K | 0.00% | −5,559−5.2% | Reduced |
| Squarepoint Ops LLC | 94,128 | $527.1K | 0.00% | +94,128 | New |
| Credit Suisse AG | 90,337 | $505.9K | 0.00% | +13,774+18.0% | Added |
| Cetera Advisor Networks LLC | 87,968 | $492.6K | 0.00% | +150+0.2% | Added |
| Barclays PLC | 83,933 | $470.0K | 0.00% | +26,467+46.1% | Added |
| AQR Capital Management LLC | 82,970 | $464.6K | 0.00% | +82,970 | New |
| UBS Asset Management Americas Inc | 89,830 | $441.1K | 0.00% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 73,829 | $413.4K | 0.04% | −2,762−3.6% | Reduced |
| Group One Trading, L.P. | 72,472 | $405.8K | 0.02% | −65,702−47.6% | Reduced |
| New York State Common Retirement Fund | 69,060 | $386.7K | 0.00% | −5,129−6.9% | Reduced |
| Legal & General Group Plc | 64,969 | $363.8K | 0.00% | +25,692+65.4% | Added |
| Advisory Services Network, LLC | 64,295 | $360.1K | 0.01% | +2,867+4.7% | Added |
| Mariner, LLC | 63,576 | $356.0K | 0.00% | +1,690+2.7% | Added |
| Neo Ivy Capital Management | 62,367 | $349.0K | 0.18% | +62,367 | New |
| Wells Fargo & Company | 58,021 | $324.9K | 0.00% | +488+0.8% | Added |
| Sculptor Capital LP | 57,000 | $319.2K | 0.01% | +57,000 | New |
| Lebenthal Global Advisors, LLC | 56,241 | $314.9K | 0.09% | −30,981−35.5% | Reduced |
| LPL Financial LLC | 55,856 | $312.8K | 0.00% | −18,855−25.2% | Reduced |
| Private Advisor Group, LLC | 55,027 | $308.1K | 0.00% | +232+0.4% | Added |
| Price T Rowe Associates Inc | 51,012 | $286.0K | 0.00% | −21,845−30.0% | Reduced |
| HRT Financial LP | 49,339 | $276.0K | 0.00% | +49,339 | New |
| Penserra Capital Management LLC | 44,504 | $249.0K | 0.00% | −7,707−14.8% | Reduced |
| Counterpoint Mutual Funds LLC | 43,447 | $243.3K | 0.23% | +43,447 | New |
| Rothschild Investment Corp | 42,900 | $240.0K | 0.02% | −3,200−6.9% | Reduced |
| 180 Wealth Advisors, LLC | 43,783 | $239.5K | 0.05% | −403−0.9% | Reduced |
| Cresset Asset Management, LLC | 41,421 | $236.1K | 0.00% | +41,421 | New |
| Public Employees Retirement System of Ohio | 41,992 | $235.0K | 0.00% | −4,100−8.9% | Reduced |
| Commonwealth Equity Services, LLC | 41,594 | $233.0K | 0.00% | −61,665−59.7% | Reduced |
| Citigroup Inc | 41,004 | $229.6K | 0.00% | −27,576−40.2% | Reduced |
| Ameriprise Financial Inc | 40,836 | $229.6K | 0.00% | −1,822−4.3% | Reduced |
| Treasurer of the State of North Carolina | 40,555 | $227.0K | 0.00% | +30+0.1% | Added |
| Janus Henderson Group PLC | 39,312 | $220.0K | 0.00% | −28−0.1% | Reduced |
| D. E. Shaw & Co., Inc. | 37,005 | $207.2K | 0.00% | −189,796−83.7% | Reduced |
| Russell Investments Group, Ltd. | 35,827 | $200.6K | 0.00% | +35,516+11,419.9% | Added |
| Quantbot Technologies LP | 31,858 | $178.4K | 0.01% | −48,899−60.6% | Reduced |
| Baker Tilly Wealth Management, LLC | 30,000 | $168.0K | 0.02% | −582−1.9% | Reduced |
| Taylor & Morgan Wealth Management, LLC | 29,048 | $162.7K | 0.13% | +2,595+9.8% | Added |
| Sawtooth Solutions, LLC | 28,229 | $158.1K | 0.00% | +13,226+88.2% | Added |
| Bleakley Financial Group, LLC | 28,229 | $158.1K | 0.00% | +13,226+88.2% | Added |
| Jump Financial, LLC | 28,000 | $156.8K | 0.01% | −1,000−3.4% | Reduced |
| Vident Investment Advisory, LLC | 27,117 | $151.9K | 0.01% | +1,970+7.8% | Added |
| LJI Wealth Management, LLC | 26,760 | $149.9K | 0.04% | −4,400−14.1% | Reduced |
| State Board of Administration of Florida Retirement System | 26,580 | $148.8K | 0.00% | +26,580 | New |
| Arizona State Retirement System | 24,843 | $139.1K | 0.00% | −640−2.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 24,656 | $138.1K | 0.01% | +24,656 | New |
| Pitcairn Co | 23,835 | $133.5K | 0.01% | −2,359−9.0% | Reduced |
| Voya Investment Management LLC | 23,033 | $129.0K | 0.00% | −12,006−34.3% | Reduced |
| Mercer Global Advisors Inc | 21,447 | $120.0K | 0.00% | +747+3.6% | Added |
| Cetera Investment Advisers | 21,150 | $118.4K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 21,065 | $118.0K | 0.02% | −2,093−9.0% | Reduced |
| Wolverine Trading, LLC | 20,718 | $117.1K | 0.00% | −13,695−39.8% | Reduced |
| Procyon Private Wealth Partners, LLC | 20,685 | $115.8K | 0.01% | +20,685 | New |
| Marshall Wace, LLP | 19,955 | $111.7K | 0.00% | +19,955 | New |
| Balboa Wealth Partners | 19,167 | $107.3K | 0.04% | +19,167 | New |
| Fidelis Capital Partners, LLC | 18,075 | $101.2K | 0.04% | +892+5.2% | Added |
| Raymond James & Associates | 17,873 | $100.1K | 0.00% | −2,464−12.1% | Reduced |
| DDFG, Inc | 17,102 | $95.8K | 0.04% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 16,911 | $94.7K | 0.00% | −5,055−23.0% | Reduced |
| Citadel Advisors LLC | 16,545 | $92.7K | 0.00% | +16,132+3,906.1% | Added |
| State of Wyoming | 16,016 | $89.7K | 0.03% | +16,016 | New |
| Evergreen Capital Management LLC | 15,482 | $88.3K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 14,777 | $82.8K | 0.00% | −762−4.9% | Reduced |
| Amalgamated Bank | 14,703 | $82.0K | 0.00% | −4,184−22.2% | Reduced |
| Commerce Bank | 14,301 | $80.1K | 0.00% | 00.0% | Unchanged |