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 |
|---|---|---|---|---|---|
| Rothschild Investment Corp | 42,900 | $240.0K | 0.02% | −3,200−6.9% | Reduced |
| Counterpoint Mutual Funds LLC | 43,447 | $243.3K | 0.23% | +43,447 | New |
| Penserra Capital Management LLC | 44,504 | $249.0K | 0.00% | −7,707−14.8% | Reduced |
| HRT Financial LP | 49,339 | $276.0K | 0.00% | +49,339 | New |
| Price T Rowe Associates Inc | 51,012 | $286.0K | 0.00% | −21,845−30.0% | Reduced |
| Private Advisor Group, LLC | 55,027 | $308.1K | 0.00% | +232+0.4% | Added |
| LPL Financial LLC | 55,856 | $312.8K | 0.00% | −18,855−25.2% | Reduced |
| Lebenthal Global Advisors, LLC | 56,241 | $314.9K | 0.09% | −30,981−35.5% | Reduced |
| Sculptor Capital LP | 57,000 | $319.2K | 0.01% | +57,000 | New |
| Wells Fargo & Company | 58,021 | $324.9K | 0.00% | +488+0.8% | Added |
| Neo Ivy Capital Management | 62,367 | $349.0K | 0.18% | +62,367 | New |
| Mariner, LLC | 63,576 | $356.0K | 0.00% | +1,690+2.7% | Added |
| Advisory Services Network, LLC | 64,295 | $360.1K | 0.01% | +2,867+4.7% | Added |
| Legal & General Group Plc | 64,969 | $363.8K | 0.00% | +25,692+65.4% | Added |
| New York State Common Retirement Fund | 69,060 | $386.7K | 0.00% | −5,129−6.9% | Reduced |
| Group One Trading, L.P. | 72,472 | $405.8K | 0.02% | −65,702−47.6% | Reduced |
| Occudo Quantitative Strategies LP | 73,829 | $413.4K | 0.04% | −2,762−3.6% | Reduced |
| UBS Asset Management Americas Inc | 89,830 | $441.1K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 82,970 | $464.6K | 0.00% | +82,970 | New |
| Barclays PLC | 83,933 | $470.0K | 0.00% | +26,467+46.1% | Added |
| Cetera Advisor Networks LLC | 87,968 | $492.6K | 0.00% | +150+0.2% | Added |
| Credit Suisse AG | 90,337 | $505.9K | 0.00% | +13,774+18.0% | Added |
| Squarepoint Ops LLC | 94,128 | $527.1K | 0.00% | +94,128 | New |
| Rhumbline Advisers | 101,003 | $565.6K | 0.00% | −5,559−5.2% | Reduced |
| Jane Street Group, LLC | 105,806 | $592.5K | 0.00% | +92,860+717.3% | Added |
| California State Teachers Retirement System | 108,947 | $610.1K | 0.00% | −2,992−2.7% | Reduced |
| Alliancebernstein L.P. | 113,437 | $635.2K | 0.00% | +89,779+379.5% | Added |
| Millennium Management LLC | 133,878 | $749.7K | 0.00% | +133,878 | New |
| UBS Group AG | 146,284 | $819.2K | 0.00% | +20,635+16.4% | Added |
| STRS Ohio | 148,923 | $833.0K | 0.00% | −49,082−24.8% | Reduced |
| Susquehanna International Group, LLP | 150,520 | $842.9K | 0.00% | +114,678+320.0% | Added |
| Invesco Ltd. | 160,032 | $896.2K | 0.00% | +14,424+9.9% | Added |
| Integrated Investment Consultants, LLC | 162,767 | $911.5K | 0.29% | −27,977−14.7% | Reduced |
| SEI Investments Co | 180,496 | $1.01M | 0.00% | +162,560+906.3% | Added |
| Swiss National Bank | 192,600 | $1.08M | 0.00% | +2,800+1.5% | Added |
| Bank of America Corp | 200,487 | $1.12M | 0.00% | +129,526+182.5% | Added |
| Paragon Capital Management Inc | 215,394 | $1.21M | 1.02% | +215,394 | New |
| Nuveen Asset Management, LLC | 222,805 | $1.25M | 0.00% | −25,563−10.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 227,298 | $1.27M | 0.01% | −581,402−71.9% | Reduced |
| First Trust Advisors LP | 249,725 | $1.40M | 0.00% | +3,258+1.3% | Added |
| The PNC Financial Services Group, Inc. | 326,292 | $1.83M | 0.00% | −380.0% | Reduced |
| Basswood Capital Management, L.L.C. | 339,590 | $1.90M | 0.14% | −634,042−65.1% | Reduced |
| Truist Financial Corp | 352,575 | $1.97M | 0.00% | +330,975+1,532.3% | Added |
| Tudor Investment Corp Et Al | 449,228 | $2.52M | 0.04% | +218,457+94.7% | Added |
| Charles Schwab Investment Management Inc | 496,610 | $2.78M | 0.00% | +1,684+0.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 520,248 | $2.91M | 0.01% | −7,599−1.4% | Reduced |
| Morgan Stanley | 536,201 | $3.00M | 0.00% | +13,904+2.7% | Added |
| Goldman Sachs Group Inc | 719,860 | $4.03M | 0.00% | +127,400+21.5% | Added |
| Allspring Global Investments Holdings, LLC | 736,465 | $4.12M | 0.01% | +695,292+1,688.7% | Added |
| Azora Capital LP | 777,481 | $4.35M | 0.89% | −41,579−5.1% | Reduced |
| Bank of New York Mellon Corp | 832,135 | $4.66M | 0.00% | +2,284+0.3% | Added |
| Renaissance Technologies LLC | 1,304,980 | $7.31M | 0.01% | −12,920−1.0% | Reduced |
| Geode Capital Management, LLC | 1,322,266 | $7.40M | 0.00% | +45,215+3.5% | Added |
| State Street Corp | 1,412,917 | $8.05M | 0.00% | +36,465+2.6% | Added |
| Victory Capital Management Inc | 1,722,346 | $9.65M | 0.01% | −3,995−0.2% | Reduced |
| Northern Trust Corp | 1,909,310 | $10.7M | 0.00% | +111,620+6.2% | Added |
| BlackRock Inc. | 4,055,711 | $22.7M | 0.00% | +90,377+2.3% | Added |
| FMR LLC | 4,652,633 | $26.1M | 0.00% | +202,552+4.6% | Added |
| Platinum Equity, LLC | 4,894,101 | $27.4M | 14.73% | 00.0% | Unchanged |
| Vanguard Group Inc | 8,814,389 | $49.4M | 0.00% | +1,345,770+18.0% | Added |
| Islay Capital Management, LLC | 0 | $0 | 0.00% | −135,133−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −114,677−100.0% | Sold out |
| TCW Group Inc | 0 | $0 | 0.00% | −113,889−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −110,047−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −32,225−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −27,700−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −24,793−100.0% | Sold out |
| JCSD Capital, LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −14,900−100.0% | Sold out |
| Xponance, Inc. | 0 | $0 | 0.00% | −11,475−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −11,412−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −11,093−100.0% | Sold out |
| Schnieders Capital Management LLC | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −9,091−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −6,775−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −225−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −126−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −123−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −140−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −116−100.0% | Sold out |