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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 70 | $0 | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 10 | $0 | 0.00% | +1+11.1% | Added |
| Covestor Ltd | 9 | $0 | 0.00% | −10−52.6% | Reduced |
| Coastal Capital Group, Inc. | 2 | $11 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 100 | $560 | 0.00% | −7,000−98.6% | Reduced |
| Optimum Investment Advisors | 118 | $663 | 0.00% | +2+1.7% | Added |
| Clearstead Advisors, LLC | 129 | $722 | 0.00% | +3+2.4% | Added |
| Ci Investments Inc. | 119 | $1.00K | 0.00% | +114+2,280.0% | Added |
| Trust Co of Vermont | 190 | $1.06K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 200 | $1.12K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 300 | $1.68K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 408 | $2.29K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 425 | $2.40K | 0.00% | +425 | New |
| Cedar Mountain Advisors, LLC | 450 | $2.52K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 592 | $3.31K | 0.00% | +11+1.9% | Added |
| JPMorgan Chase & Co | 613 | $3.43K | 0.00% | −5,806−90.5% | Reduced |
| Lindbrook Capital, LLC | 618 | $3.46K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 850 | $4.76K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 930 | $5.21K | 0.00% | +17+1.9% | Added |
| Spire Wealth Management | 1,000 | $5.60K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 1,000 | $5.60K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,060 | $5.94K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,133 | $6.00K | 0.00% | −46−3.9% | Reduced |
| Coston, McIsaac & Partners | 1,231 | $6.00K | 0.00% | +24+2.0% | Added |
| Harvest Fund Management Co., Ltd | 1,128 | $6.00K | 0.00% | +1,128 | New |
| American International Group, Inc. | 1,149 | $6.43K | 0.00% | −189−14.1% | Reduced |
| Loomis Sayles & Co L P | 1,410 | $8.00K | 0.00% | −4,969−77.9% | Reduced |
| American National Bank | 1,500 | $8.40K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,596 | $8.94K | 0.00% | +28+1.8% | Added |
| VisionPoint Advisory Group, LLC | 1,600 | $8.96K | 0.00% | +1,600 | New |
| Atlas Capital Advisors LLC | 1,737 | $9.73K | 0.00% | +1,737 | New |
| Column Capital Advisors, LLC | 1,800 | $10.1K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,021 | $11.3K | 0.00% | +273+15.6% | Added |
| Tower Research Capital LLC (TRC) | 2,079 | $11.6K | 0.00% | −1,893−47.7% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 2,096 | $11.7K | 0.00% | +39+1.9% | Added |
| Federation des caisses Desjardins du Quebec | 2,200 | $12.3K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 2,304 | $12.9K | 0.00% | +43+1.9% | Added |
| Allworth Financial LP | 2,314 | $13.0K | 0.00% | +2+0.1% | Added |
| Financial Connections Group, Inc. | 2,339 | $13.0K | 0.01% | +43+1.9% | Added |
| Hantz Financial Services, Inc. | 2,672 | $15.0K | 0.00% | +538+25.2% | Added |
| MetLife Investment Management | 3,219 | $18.0K | 0.00% | −2,057−39.0% | Reduced |
| Clear Street Markets LLC | 3,500 | $20.0K | 0.01% | −5,700−62.0% | Reduced |
| Dorsey Wright & Associates | 3,666 | $20.5K | 0.01% | +3,666 | New |
| Quadrant Capital Group LLC | 4,432 | $24.8K | 0.00% | −843−16.0% | Reduced |
| US Bancorp | 6,014 | $33.7K | 0.00% | +4,081+211.1% | Added |
| Parallel Advisors, LLC | 6,618 | $37.1K | 0.00% | +5+0.1% | Added |
| Quent Capital, LLC | 8,388 | $47.0K | 0.01% | +118+1.4% | Added |
| Verition Fund Management LLC | 10,113 | $56.6K | 0.00% | −31,178−75.5% | Reduced |
| HB Wealth Management, LLC | 10,183 | $57.0K | 0.00% | +10,183 | New |
| CTC Alternative Strategies, Ltd. | 10,200 | $57.1K | 0.07% | +10,200 | New |
| Ieq Capital, LLC | 10,440 | $58.5K | 0.00% | +20.0% | Added |
| Gsa Capital Partners LLP | 10,596 | $59.0K | 0.01% | −67,951−86.5% | Reduced |
| Kestra Private Wealth Services, LLC | 11,160 | $62.5K | 0.00% | +110+1.0% | Added |
| Bridgefront Capital, LLC | 11,721 | $65.6K | 0.04% | +11,721 | New |
| Easterly Investment Partners LLC | 11,870 | $66.5K | 0.01% | −175−1.5% | Reduced |
| Principal Financial Group Inc | 12,176 | $68.2K | 0.00% | +1,044+9.4% | Added |
| Royal Bank of Canada | 12,805 | $71.0K | 0.00% | −14,767−53.6% | Reduced |
| Financial Counselors Inc | 12,626 | $71.0K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 13,360 | $74.8K | 0.00% | −621−4.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,679 | $76.6K | 0.00% | +3,857+39.3% | Added |
| Commerce Bank | 14,301 | $80.1K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 14,703 | $82.0K | 0.00% | −4,184−22.2% | Reduced |
| Advisor Group Holdings, Inc. | 14,777 | $82.8K | 0.00% | −762−4.9% | Reduced |
| Evergreen Capital Management LLC | 15,482 | $88.3K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 16,016 | $89.7K | 0.03% | +16,016 | New |
| Citadel Advisors LLC | 16,545 | $92.7K | 0.00% | +16,132+3,906.1% | Added |
| CI Private Wealth, LLC | 16,911 | $94.7K | 0.00% | −5,055−23.0% | Reduced |
| DDFG, Inc | 17,102 | $95.8K | 0.04% | 00.0% | Unchanged |
| Raymond James & Associates | 17,873 | $100.1K | 0.00% | −2,464−12.1% | Reduced |
| Fidelis Capital Partners, LLC | 18,075 | $101.2K | 0.04% | +892+5.2% | Added |
| Balboa Wealth Partners | 19,167 | $107.3K | 0.04% | +19,167 | New |
| Marshall Wace, LLP | 19,955 | $111.7K | 0.00% | +19,955 | New |
| Procyon Private Wealth Partners, LLC | 20,685 | $115.8K | 0.01% | +20,685 | New |
| Wolverine Trading, LLC | 20,718 | $117.1K | 0.00% | −13,695−39.8% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 21,065 | $118.0K | 0.02% | −2,093−9.0% | Reduced |
| Cetera Investment Advisers | 21,150 | $118.4K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 21,447 | $120.0K | 0.00% | +747+3.6% | Added |
| Voya Investment Management LLC | 23,033 | $129.0K | 0.00% | −12,006−34.3% | Reduced |
| Pitcairn Co | 23,835 | $133.5K | 0.01% | −2,359−9.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 24,656 | $138.1K | 0.01% | +24,656 | New |
| Arizona State Retirement System | 24,843 | $139.1K | 0.00% | −640−2.5% | Reduced |
| State Board of Administration of Florida Retirement System | 26,580 | $148.8K | 0.00% | +26,580 | New |
| LJI Wealth Management, LLC | 26,760 | $149.9K | 0.04% | −4,400−14.1% | Reduced |
| Vident Investment Advisory, LLC | 27,117 | $151.9K | 0.01% | +1,970+7.8% | Added |
| Jump Financial, LLC | 28,000 | $156.8K | 0.01% | −1,000−3.4% | Reduced |
| 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 |
| Taylor & Morgan Wealth Management, LLC | 29,048 | $162.7K | 0.13% | +2,595+9.8% | Added |
| Baker Tilly Wealth Management, LLC | 30,000 | $168.0K | 0.02% | −582−1.9% | Reduced |
| Quantbot Technologies LP | 31,858 | $178.4K | 0.01% | −48,899−60.6% | Reduced |
| Russell Investments Group, Ltd. | 35,827 | $200.6K | 0.00% | +35,516+11,419.9% | Added |
| D. E. Shaw & Co., Inc. | 37,005 | $207.2K | 0.00% | −189,796−83.7% | Reduced |
| Janus Henderson Group PLC | 39,312 | $220.0K | 0.00% | −28−0.1% | Reduced |
| Treasurer of the State of North Carolina | 40,555 | $227.0K | 0.00% | +30+0.1% | Added |
| Ameriprise Financial Inc | 40,836 | $229.6K | 0.00% | −1,822−4.3% | Reduced |
| Citigroup Inc | 41,004 | $229.6K | 0.00% | −27,576−40.2% | Reduced |
| Commonwealth Equity Services, LLC | 41,594 | $233.0K | 0.00% | −61,665−59.7% | Reduced |
| Public Employees Retirement System of Ohio | 41,992 | $235.0K | 0.00% | −4,100−8.9% | Reduced |
| Cresset Asset Management, LLC | 41,421 | $236.1K | 0.00% | +41,421 | New |
| 180 Wealth Advisors, LLC | 43,783 | $239.5K | 0.05% | −403−0.9% | Reduced |