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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 18 | $0 | 0.00% | −52−74.3% | Reduced |
| PrairieView Partners, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1 | $0 | 0.00% | −8−88.9% | Reduced |
| Authentikos Wealth Advisory, LLC | 50 | $243 | 0.00% | +50 | New |
| Optimum Investment Advisors | 120 | $584 | 0.00% | +2+1.7% | Added |
| Clearstead Advisors, LLC | 131 | $637 | 0.00% | +2+1.6% | Added |
| Trust Co of Vermont | 190 | $922 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 200 | $970 | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 204 | $1.00K | 0.00% | −1,206−85.5% | Reduced |
| Ci Investments Inc. | 129 | $1.00K | 0.00% | +10+8.4% | Added |
| Baystate Wealth Management LLC | 300 | $1.46K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 337 | $1.63K | 0.00% | −1,759−83.9% | Reduced |
| Coppell Advisory Solutions LLC | 531 | $1.76K | 0.00% | +106+24.9% | Added |
| Plante Moran Financial Advisors, LLC | 408 | $1.98K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 432 | $2.10K | 0.00% | +432 | New |
| Cedar Mountain Advisors, LLC | 450 | $2.18K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 603 | $2.92K | 0.00% | +11+1.9% | Added |
| JPMorgan Chase & Co | 613 | $2.97K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 731 | $3.54K | 0.00% | +113+18.3% | Added |
| Harvest Fund Management Co., Ltd | 910 | $4.00K | 0.00% | −218−19.3% | Reduced |
| Sunbelt Securities, Inc. | 948 | $4.60K | 0.00% | +18+1.9% | Added |
| Spire Wealth Management | 1,000 | $4.85K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 1,000 | $4.85K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,133 | $5.00K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,060 | $5.14K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 1,064 | $5.16K | 0.00% | +1,064 | New |
| American International Group, Inc. | 1,079 | $5.23K | 0.00% | −70−6.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,191 | $5.78K | 0.00% | +1,191 | New |
| Coston, McIsaac & Partners | 1,252 | $6.00K | 0.00% | +21+1.7% | Added |
| American National Bank | 1,500 | $7.28K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 1,600 | $7.76K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,737 | $8.42K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,773 | $8.60K | 0.00% | +177+11.1% | Added |
| Column Capital Advisors, LLC | 1,800 | $8.73K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 2,000 | $9.70K | 0.00% | −200−9.1% | Reduced |
| Financial Connections Group, Inc. | 2,380 | $11.0K | 0.01% | +41+1.8% | Added |
| Allworth Financial LP | 2,315 | $11.2K | 0.00% | +10.0% | Added |
| Beaird Harris Wealth Management, LLC | 2,348 | $11.4K | 0.00% | +44+1.9% | Added |
| Hantz Financial Services, Inc. | 2,683 | $13.0K | 0.00% | +11+0.4% | Added |
| Signaturefd, LLC | 2,795 | $13.6K | 0.00% | +774+38.3% | Added |
| Cutler Group LP | 3,178 | $15.0K | 0.00% | +3,178 | New |
| MetLife Investment Management | 3,222 | $15.6K | 0.00% | +3+0.1% | Added |
| Clear Street Markets LLC | 3,400 | $16.0K | 0.01% | −100−2.9% | Reduced |
| Dorsey Wright & Associates | 3,544 | $17.2K | 0.01% | −122−3.3% | Reduced |
| Tower Research Capital LLC (TRC) | 4,280 | $20.8K | 0.00% | +2,201+105.9% | Added |
| Quadrant Capital Group LLC | 4,681 | $22.7K | 0.00% | +249+5.6% | Added |
| IFP Advisors, Inc | 4,888 | $23.7K | 0.00% | +4,888 | New |
| US Bancorp | 5,003 | $24.3K | 0.00% | −1,011−16.8% | Reduced |
| Parallel Advisors, LLC | 6,806 | $33.0K | 0.00% | +188+2.8% | Added |
| Comerica Bank | 8,193 | $39.7K | 0.00% | +8,193 | New |
| Quent Capital, LLC | 8,388 | $40.7K | 0.01% | 00.0% | Unchanged |
| Financial Counselors Inc | 10,000 | $48.5K | 0.00% | −2,626−20.8% | Reduced |
| Ieq Capital, LLC | 10,360 | $50.2K | 0.00% | −80−0.8% | Reduced |
| State of Wisconsin Investment Board | 10,782 | $52.3K | 0.00% | +10,782 | New |
| Wolverine Trading, LLC | 10,996 | $53.3K | 0.00% | −9,722−46.9% | Reduced |
| Good Life Advisors, LLC | 11,000 | $53.4K | 0.01% | +11,000 | New |
| Kestra Private Wealth Services, LLC | 11,274 | $54.7K | 0.00% | +114+1.0% | Added |
| JustInvest LLC | 11,337 | $55.0K | 0.00% | −2,023−15.1% | Reduced |
| State of Wyoming | 12,077 | $58.6K | 0.01% | −3,939−24.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 12,100 | $58.7K | 0.03% | +12,000+12,000.0% | Added |
| Principal Financial Group Inc | 12,566 | $60.9K | 0.00% | +390+3.2% | Added |
| Royal Bank of Canada | 12,554 | $61.0K | 0.00% | −251−2.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,679 | $66.3K | 0.00% | 00.0% | Unchanged |
| Commerce Bank | 14,301 | $69.4K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 15,000 | $72.8K | 0.00% | −13,000−46.4% | Reduced |
| Jane Street Group, LLC | 15,103 | $73.3K | 0.00% | −90,703−85.7% | Reduced |
| Advisor Group Holdings, Inc. | 15,118 | $73.3K | 0.00% | +341+2.3% | Added |
| Evergreen Capital Management LLC | 15,482 | $76.6K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 16,583 | $80.4K | 0.01% | +16,583 | New |
| DDFG, Inc | 17,432 | $84.5K | 0.03% | +330+1.9% | Added |
| Wellington Management Group LLP | 17,997 | $87.3K | 0.00% | +17,997 | New |
| D. E. Shaw & Co., Inc. | 18,419 | $89.3K | 0.00% | −18,586−50.2% | Reduced |
| Raymond James & Associates | 18,658 | $90.5K | 0.00% | +785+4.4% | Added |
| Fidelis Capital Partners, LLC | 19,377 | $94.0K | 0.03% | +1,302+7.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 20,298 | $98.4K | 0.02% | −767−3.6% | Reduced |
| Cetera Investment Advisers | 21,000 | $101.8K | 0.00% | −150−0.7% | Reduced |
| Voya Investment Management LLC | 22,564 | $109.4K | 0.00% | −469−2.0% | Reduced |
| Millennium Management LLC | 23,186 | $112.5K | 0.00% | −110,692−82.7% | Reduced |
| Pitcairn Co | 24,814 | $120.3K | 0.01% | +979+4.1% | Added |
| Arizona State Retirement System | 25,183 | $122.1K | 0.00% | +340+1.4% | Added |
| 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 |
| LJI Wealth Management, LLC | 25,560 | $124.0K | 0.04% | −1,200−4.5% | Reduced |
| Fortem Financial Group, LLC | 26,000 | $126.1K | 0.07% | +26,000 | New |
| State Board of Administration of Florida Retirement System | 26,720 | $129.6K | 0.00% | +140+0.5% | Added |
| Amalgamated Bank | 27,489 | $133.0K | 0.00% | +12,786+87.0% | Added |
| Cetera Advisor Networks LLC | 28,905 | $140.2K | 0.00% | −59,063−67.1% | Reduced |
| Arkadios Wealth Advisors | 29,041 | $140.8K | 0.01% | +29,041 | New |
| Taylor & Morgan Wealth Management, LLC | 29,558 | $143.4K | 0.13% | +510+1.8% | 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 |
| Procyon Private Wealth Partners, LLC | 30,695 | $148.9K | 0.02% | +10,010+48.4% | Added |
| Axq Capital, LP | 30,743 | $149.1K | 0.05% | +30,743 | New |
| Dark Forest Capital Management LP | 30,993 | $150.3K | 0.01% | +30,993 | New |
| Barclays PLC | 31,422 | $152.4K | 0.00% | −52,511−62.6% | Reduced |
| Russell Investments Group, Ltd. | 35,744 | $173.4K | 0.00% | −83−0.2% | Reduced |
| Public Employees Retirement System of Ohio | 37,804 | $183.0K | 0.00% | −4,188−10.0% | Reduced |
| Citigroup Inc | 37,986 | $184.2K | 0.00% | −3,018−7.4% | Reduced |
| Quantbot Technologies LP | 38,266 | $185.6K | 0.01% | +6,408+20.1% | Added |
| Janus Henderson Group PLC | 39,316 | $190.9K | 0.00% | +40.0% | Added |