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, Q3 2023
Institutional positions in UWM Holdings Corp as of Sep 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
- 165
- +6 vs. Q2 2023
- Shares held
- 42.7M
- +909.6K (+2.2%) vs. Q2 2023
- Total value
- $207.3M
- −$26.9M (−11.5%) vs. Q2 2023
- New holders
- 26
- 66 more added
- Sold out
- 20
- 50 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding UWM Holdings Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 8,842,460 | $42.9M | 0.00% | +28,071+0.3% | Added |
| FMR LLC | 6,077,084 | $29.5M | 0.00% | +1,424,451+30.6% | Added |
| Platinum Equity, LLC | 4,894,101 | $23.7M | 12.32% | 00.0% | Unchanged |
| BlackRock Inc. | 3,993,339 | $19.4M | 0.00% | −62,372−1.5% | Reduced |
| Victory Capital Management Inc | 2,044,367 | $9.92M | 0.01% | +322,021+18.7% | Added |
| Northern Trust Corp | 2,030,267 | $9.85M | 0.00% | +120,957+6.3% | Added |
| State Street Corp | 1,474,472 | $7.30M | 0.00% | +61,555+4.4% | Added |
| Renaissance Technologies LLC | 1,478,100 | $7.17M | 0.01% | +173,120+13.3% | Added |
| Geode Capital Management, LLC | 1,331,966 | $6.46M | 0.00% | +9,700+0.7% | Added |
| Goldman Sachs Group Inc | 901,569 | $4.37M | 0.00% | +181,709+25.2% | Added |
| Bank of New York Mellon Corp | 846,758 | $4.11M | 0.00% | +14,623+1.8% | Added |
| Morgan Stanley | 535,607 | $2.60M | 0.00% | −594−0.1% | Reduced |
| Charles Schwab Investment Management Inc | 519,998 | $2.52M | 0.00% | +23,388+4.7% | Added |
| The PNC Financial Services Group, Inc. | 366,554 | $1.78M | 0.00% | +40,262+12.3% | Added |
| Invesco Ltd. | 361,708 | $1.75M | 0.00% | +201,676+126.0% | Added |
| Basswood Capital Management, L.L.C. | 312,164 | $1.51M | 0.12% | −27,426−8.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 307,033 | $1.49M | 0.00% | −429,432−58.3% | Reduced |
| Citadel Advisors LLC | 277,657 | $1.35M | 0.00% | +261,112+1,578.2% | Added |
| Truist Financial Corp | 275,925 | $1.34M | 0.00% | −76,650−21.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 272,102 | $1.32M | 0.01% | −248,146−47.7% | Reduced |
| First Trust Advisors LP | 249,801 | $1.21M | 0.00% | +760.0% | Added |
| Alliancebernstein L.P. | 245,729 | $1.19M | 0.00% | +132,292+116.6% | Added |
| Tudor Investment Corp Et Al | 241,261 | $1.17M | 0.02% | −207,967−46.3% | Reduced |
| Nuveen Asset Management, LLC | 219,620 | $1.07M | 0.00% | −3,185−1.4% | Reduced |
| Swiss National Bank | 192,600 | $934.1K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 184,136 | $893.1K | 0.00% | +37,852+25.9% | Added |
| Integrated Investment Consultants, LLC | 168,651 | $818.0K | 0.30% | +5,884+3.6% | Added |
| STRS Ohio | 166,918 | $809.0K | 0.00% | +17,995+12.1% | Added |
| AXA S.A. | 162,500 | $788.1K | 0.00% | +162,500 | New |
| Squarepoint Ops LLC | 161,851 | $785.0K | 0.00% | +67,723+71.9% | Added |
| LPL Financial LLC | 138,714 | $672.8K | 0.00% | +82,858+148.3% | Added |
| AQR Capital Management LLC | 122,125 | $592.3K | 0.00% | +39,155+47.2% | Added |
| Trexquant Investment LP | 112,330 | $544.8K | 0.01% | +112,330 | New |
| Rhumbline Advisers | 104,974 | $509.1K | 0.00% | +3,971+3.9% | Added |
| UBS Asset Management Americas Inc | 101,817 | $493.8K | 0.00% | +11,987+13.3% | Added |
| California State Teachers Retirement System | 98,913 | $479.7K | 0.00% | −10,034−9.2% | Reduced |
| Illinois Municipal Retirement Fund | 93,198 | $452.0K | 0.01% | +93,198 | New |
| SEI Investments Co | 86,259 | $418.4K | 0.00% | −94,237−52.2% | Reduced |
| Credit Suisse AG | 85,611 | $415.2K | 0.00% | −4,726−5.2% | Reduced |
| Sherbrooke Park Advisers LLC | 82,509 | $400.2K | 0.13% | +82,509 | New |
| Lebenthal Global Advisors, LLC | 80,522 | $390.5K | 0.12% | +24,281+43.2% | Added |
| Aigen Investment Management, LP | 74,269 | $360.2K | 0.07% | +74,269 | New |
| Occudo Quantitative Strategies LP | 72,398 | $351.1K | 0.05% | −1,431−1.9% | Reduced |
| Susquehanna International Group, LLP | 71,243 | $345.5K | 0.00% | −79,277−52.7% | Reduced |
| New York State Common Retirement Fund | 69,070 | $335.0K | 0.00% | +100.0% | Added |
| Mariner, LLC | 63,494 | $307.9K | 0.00% | −82−0.1% | Reduced |
| Legal & General Group Plc | 63,078 | $305.9K | 0.00% | −1,891−2.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 61,840 | $299.9K | 0.00% | +61,840 | New |
| Marshall Wace, LLP | 61,462 | $298.1K | 0.00% | +41,507+208.0% | Added |
| Dimensional Fund Advisors LP | 58,501 | $283.7K | 0.00% | +58,501 | New |
| Wells Fargo & Company | 56,444 | $273.8K | 0.00% | −1,577−2.7% | Reduced |
| Private Advisor Group, LLC | 55,345 | $268.4K | 0.00% | +318+0.6% | Added |
| Corton Capital Inc. | 53,096 | $257.5K | 0.13% | +53,096 | New |
| Mercer Global Advisors Inc | 52,753 | $256.0K | 0.00% | +31,306+146.0% | Added |
| Price T Rowe Associates Inc | 52,397 | $255.0K | 0.00% | +1,385+2.7% | Added |
| Bank of America Corp | 48,415 | $234.8K | 0.00% | −152,072−75.9% | Reduced |
| 180 Wealth Advisors, LLC | 46,515 | $225.6K | 0.05% | +2,732+6.2% | Added |
| Penserra Capital Management LLC | 44,504 | $215.0K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment Corp | 42,900 | $208.0K | 0.02% | 00.0% | Unchanged |
| Vident Advisory, LLC | 42,030 | $203.8K | 0.01% | +42,030 | New |
| Cresset Asset Management, LLC | 41,082 | $203.4K | 0.00% | −339−0.8% | Reduced |
| Ameriprise Financial Inc | 41,452 | $202.1K | 0.00% | +616+1.5% | Added |
| Commonwealth Equity Services, LLC | 41,679 | $202.0K | 0.00% | +85+0.2% | Added |
| Treasurer of the State of North Carolina | 40,755 | $198.0K | 0.00% | +200+0.5% | Added |
| Schonfeld Strategic Advisors LLC | 39,400 | $191.1K | 0.00% | −187,898−82.7% | Reduced |
| Janus Henderson Group PLC | 39,316 | $190.9K | 0.00% | +40.0% | Added |
| Quantbot Technologies LP | 38,266 | $185.6K | 0.01% | +6,408+20.1% | Added |
| Citigroup Inc | 37,986 | $184.2K | 0.00% | −3,018−7.4% | Reduced |
| Public Employees Retirement System of Ohio | 37,804 | $183.0K | 0.00% | −4,188−10.0% | Reduced |
| Russell Investments Group, Ltd. | 35,744 | $173.4K | 0.00% | −83−0.2% | Reduced |
| Barclays PLC | 31,422 | $152.4K | 0.00% | −52,511−62.6% | Reduced |
| Dark Forest Capital Management LP | 30,993 | $150.3K | 0.01% | +30,993 | New |
| Axq Capital, LP | 30,743 | $149.1K | 0.05% | +30,743 | New |
| Procyon Private Wealth Partners, LLC | 30,695 | $148.9K | 0.02% | +10,010+48.4% | Added |
| Prelude Capital Management, LLC | 30,102 | $146.0K | 0.01% | +30,102 | New |
| Keebeck Alpha, LP | 30,102 | $146.0K | 0.14% | +30,102 | New |
| Taylor & Morgan Wealth Management, LLC | 29,558 | $143.4K | 0.13% | +510+1.8% | Added |
| Arkadios Wealth Advisors | 29,041 | $140.8K | 0.01% | +29,041 | New |
| Cetera Advisor Networks LLC | 28,905 | $140.2K | 0.00% | −59,063−67.1% | Reduced |
| Amalgamated Bank | 27,489 | $133.0K | 0.00% | +12,786+87.0% | Added |
| State Board of Administration of Florida Retirement System | 26,720 | $129.6K | 0.00% | +140+0.5% | Added |
| Fortem Financial Group, LLC | 26,000 | $126.1K | 0.07% | +26,000 | New |
| LJI Wealth Management, LLC | 25,560 | $124.0K | 0.04% | −1,200−4.5% | Reduced |
| Sawtooth Solutions, LLC | 25,253 | $122.5K | 0.00% | −2,976−10.5% | Reduced |
| Bleakley Financial Group, LLC | 25,253 | $122.5K | 0.00% | −2,976−10.5% | Reduced |
| Arizona State Retirement System | 25,183 | $122.1K | 0.00% | +340+1.4% | Added |
| Pitcairn Co | 24,814 | $120.3K | 0.01% | +979+4.1% | Added |
| Millennium Management LLC | 23,186 | $112.5K | 0.00% | −110,692−82.7% | Reduced |
| Voya Investment Management LLC | 22,564 | $109.4K | 0.00% | −469−2.0% | Reduced |
| Cetera Investment Advisers | 21,000 | $101.8K | 0.00% | −150−0.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 20,298 | $98.4K | 0.02% | −767−3.6% | Reduced |
| Fidelis Capital Partners, LLC | 19,377 | $94.0K | 0.03% | +1,302+7.2% | Added |
| Raymond James & Associates | 18,658 | $90.5K | 0.00% | +785+4.4% | Added |
| D. E. Shaw & Co., Inc. | 18,419 | $89.3K | 0.00% | −18,586−50.2% | Reduced |
| Wellington Management Group LLP | 17,997 | $87.3K | 0.00% | +17,997 | New |
| DDFG, Inc | 17,432 | $84.5K | 0.03% | +330+1.9% | Added |
| Glassman Wealth Services | 16,583 | $80.4K | 0.01% | +16,583 | New |
| Evergreen Capital Management LLC | 15,482 | $76.6K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 15,118 | $73.3K | 0.00% | +341+2.3% | Added |
| Jane Street Group, LLC | 15,103 | $73.3K | 0.00% | −90,703−85.7% | Reduced |