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 |
|---|---|---|---|---|---|
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,679 | $76.6K | 0.00% | +3,857+39.3% | Added |
| JustInvest LLC | 13,360 | $74.8K | 0.00% | −621−4.4% | Reduced |
| 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 |
| Principal Financial Group Inc | 12,176 | $68.2K | 0.00% | +1,044+9.4% | Added |
| Easterly Investment Partners LLC | 11,870 | $66.5K | 0.01% | −175−1.5% | Reduced |
| Bridgefront Capital, LLC | 11,721 | $65.6K | 0.04% | +11,721 | New |
| Kestra Private Wealth Services, LLC | 11,160 | $62.5K | 0.00% | +110+1.0% | Added |
| Gsa Capital Partners LLP | 10,596 | $59.0K | 0.01% | −67,951−86.5% | Reduced |
| Ieq Capital, LLC | 10,440 | $58.5K | 0.00% | +20.0% | Added |
| CTC Alternative Strategies, Ltd. | 10,200 | $57.1K | 0.07% | +10,200 | New |
| HB Wealth Management, LLC | 10,183 | $57.0K | 0.00% | +10,183 | New |
| Verition Fund Management LLC | 10,113 | $56.6K | 0.00% | −31,178−75.5% | Reduced |
| Quent Capital, LLC | 8,388 | $47.0K | 0.01% | +118+1.4% | Added |
| Parallel Advisors, LLC | 6,618 | $37.1K | 0.00% | +5+0.1% | Added |
| US Bancorp | 6,014 | $33.7K | 0.00% | +4,081+211.1% | Added |
| Quadrant Capital Group LLC | 4,432 | $24.8K | 0.00% | −843−16.0% | Reduced |
| Dorsey Wright & Associates | 3,666 | $20.5K | 0.01% | +3,666 | New |
| Clear Street Markets LLC | 3,500 | $20.0K | 0.01% | −5,700−62.0% | Reduced |
| MetLife Investment Management | 3,219 | $18.0K | 0.00% | −2,057−39.0% | Reduced |
| Hantz Financial Services, Inc. | 2,672 | $15.0K | 0.00% | +538+25.2% | Added |
| Financial Connections Group, Inc. | 2,339 | $13.0K | 0.01% | +43+1.9% | Added |
| Allworth Financial LP | 2,314 | $13.0K | 0.00% | +2+0.1% | Added |
| Beaird Harris Wealth Management, LLC | 2,304 | $12.9K | 0.00% | +43+1.9% | Added |
| Federation des caisses Desjardins du Quebec | 2,200 | $12.3K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 2,096 | $11.7K | 0.00% | +39+1.9% | Added |
| Tower Research Capital LLC (TRC) | 2,079 | $11.6K | 0.00% | −1,893−47.7% | Reduced |
| Signaturefd, LLC | 2,021 | $11.3K | 0.00% | +273+15.6% | Added |
| Column Capital Advisors, LLC | 1,800 | $10.1K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,737 | $9.73K | 0.00% | +1,737 | New |
| VisionPoint Advisory Group, LLC | 1,600 | $8.96K | 0.00% | +1,600 | New |
| Delta Asset Management LLC | 1,596 | $8.94K | 0.00% | +28+1.8% | Added |
| American National Bank | 1,500 | $8.40K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 1,410 | $8.00K | 0.00% | −4,969−77.9% | Reduced |
| American International Group, Inc. | 1,149 | $6.43K | 0.00% | −189−14.1% | Reduced |
| 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 |
| GWM Advisors LLC | 1,060 | $5.94K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,000 | $5.60K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 1,000 | $5.60K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 930 | $5.21K | 0.00% | +17+1.9% | Added |
| Venturi Wealth Management, LLC | 850 | $4.76K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 618 | $3.46K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 613 | $3.43K | 0.00% | −5,806−90.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 592 | $3.31K | 0.00% | +11+1.9% | Added |
| Cedar Mountain Advisors, LLC | 450 | $2.52K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 425 | $2.40K | 0.00% | +425 | New |
| Plante Moran Financial Advisors, LLC | 408 | $2.29K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 300 | $1.68K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 200 | $1.12K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 190 | $1.06K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 119 | $1.00K | 0.00% | +114+2,280.0% | Added |
| Clearstead Advisors, LLC | 129 | $722 | 0.00% | +3+2.4% | Added |
| Optimum Investment Advisors | 118 | $663 | 0.00% | +2+1.7% | Added |
| Newbridge Financial Services Group, Inc. | 100 | $560 | 0.00% | −7,000−98.6% | Reduced |
| Coastal Capital Group, Inc. | 2 | $11 | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |