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 |
|---|---|---|---|---|---|
| Schonfeld Strategic Advisors LLC | 39,400 | $191.1K | 0.00% | −187,898−82.7% | Reduced |
| Treasurer of the State of North Carolina | 40,755 | $198.0K | 0.00% | +200+0.5% | Added |
| Commonwealth Equity Services, LLC | 41,679 | $202.0K | 0.00% | +85+0.2% | Added |
| Ameriprise Financial Inc | 41,452 | $202.1K | 0.00% | +616+1.5% | Added |
| Cresset Asset Management, LLC | 41,082 | $203.4K | 0.00% | −339−0.8% | Reduced |
| Vident Advisory, LLC | 42,030 | $203.8K | 0.01% | +42,030 | New |
| Rothschild Investment Corp | 42,900 | $208.0K | 0.02% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 44,504 | $215.0K | 0.00% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 46,515 | $225.6K | 0.05% | +2,732+6.2% | Added |
| Bank of America Corp | 48,415 | $234.8K | 0.00% | −152,072−75.9% | Reduced |
| Price T Rowe Associates Inc | 52,397 | $255.0K | 0.00% | +1,385+2.7% | Added |
| Mercer Global Advisors Inc | 52,753 | $256.0K | 0.00% | +31,306+146.0% | Added |
| Corton Capital Inc. | 53,096 | $257.5K | 0.13% | +53,096 | New |
| Private Advisor Group, LLC | 55,345 | $268.4K | 0.00% | +318+0.6% | Added |
| Wells Fargo & Company | 56,444 | $273.8K | 0.00% | −1,577−2.7% | Reduced |
| Dimensional Fund Advisors LP | 58,501 | $283.7K | 0.00% | +58,501 | New |
| Marshall Wace, LLP | 61,462 | $298.1K | 0.00% | +41,507+208.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 61,840 | $299.9K | 0.00% | +61,840 | New |
| Legal & General Group Plc | 63,078 | $305.9K | 0.00% | −1,891−2.9% | Reduced |
| Mariner, LLC | 63,494 | $307.9K | 0.00% | −82−0.1% | Reduced |
| New York State Common Retirement Fund | 69,070 | $335.0K | 0.00% | +100.0% | Added |
| Susquehanna International Group, LLP | 71,243 | $345.5K | 0.00% | −79,277−52.7% | Reduced |
| Occudo Quantitative Strategies LP | 72,398 | $351.1K | 0.05% | −1,431−1.9% | Reduced |
| Aigen Investment Management, LP | 74,269 | $360.2K | 0.07% | +74,269 | New |
| Lebenthal Global Advisors, LLC | 80,522 | $390.5K | 0.12% | +24,281+43.2% | Added |
| Sherbrooke Park Advisers LLC | 82,509 | $400.2K | 0.13% | +82,509 | New |
| Credit Suisse AG | 85,611 | $415.2K | 0.00% | −4,726−5.2% | Reduced |
| SEI Investments Co | 86,259 | $418.4K | 0.00% | −94,237−52.2% | Reduced |
| Illinois Municipal Retirement Fund | 93,198 | $452.0K | 0.01% | +93,198 | New |
| California State Teachers Retirement System | 98,913 | $479.7K | 0.00% | −10,034−9.2% | Reduced |
| UBS Asset Management Americas Inc | 101,817 | $493.8K | 0.00% | +11,987+13.3% | Added |
| Rhumbline Advisers | 104,974 | $509.1K | 0.00% | +3,971+3.9% | Added |
| Trexquant Investment LP | 112,330 | $544.8K | 0.01% | +112,330 | New |
| AQR Capital Management LLC | 122,125 | $592.3K | 0.00% | +39,155+47.2% | Added |
| LPL Financial LLC | 138,714 | $672.8K | 0.00% | +82,858+148.3% | Added |
| Squarepoint Ops LLC | 161,851 | $785.0K | 0.00% | +67,723+71.9% | Added |
| AXA S.A. | 162,500 | $788.1K | 0.00% | +162,500 | New |
| STRS Ohio | 166,918 | $809.0K | 0.00% | +17,995+12.1% | Added |
| Integrated Investment Consultants, LLC | 168,651 | $818.0K | 0.30% | +5,884+3.6% | Added |
| UBS Group AG | 184,136 | $893.1K | 0.00% | +37,852+25.9% | Added |
| Swiss National Bank | 192,600 | $934.1K | 0.00% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 219,620 | $1.07M | 0.00% | −3,185−1.4% | Reduced |
| Tudor Investment Corp Et Al | 241,261 | $1.17M | 0.02% | −207,967−46.3% | Reduced |
| Alliancebernstein L.P. | 245,729 | $1.19M | 0.00% | +132,292+116.6% | Added |
| First Trust Advisors LP | 249,801 | $1.21M | 0.00% | +760.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 272,102 | $1.32M | 0.01% | −248,146−47.7% | Reduced |
| Truist Financial Corp | 275,925 | $1.34M | 0.00% | −76,650−21.7% | Reduced |
| Citadel Advisors LLC | 277,657 | $1.35M | 0.00% | +261,112+1,578.2% | Added |
| Allspring Global Investments Holdings, LLC | 307,033 | $1.49M | 0.00% | −429,432−58.3% | Reduced |
| Basswood Capital Management, L.L.C. | 312,164 | $1.51M | 0.12% | −27,426−8.1% | Reduced |
| Invesco Ltd. | 361,708 | $1.75M | 0.00% | +201,676+126.0% | Added |
| The PNC Financial Services Group, Inc. | 366,554 | $1.78M | 0.00% | +40,262+12.3% | Added |
| Charles Schwab Investment Management Inc | 519,998 | $2.52M | 0.00% | +23,388+4.7% | Added |
| Morgan Stanley | 535,607 | $2.60M | 0.00% | −594−0.1% | Reduced |
| Bank of New York Mellon Corp | 846,758 | $4.11M | 0.00% | +14,623+1.8% | Added |
| Goldman Sachs Group Inc | 901,569 | $4.37M | 0.00% | +181,709+25.2% | Added |
| Geode Capital Management, LLC | 1,331,966 | $6.46M | 0.00% | +9,700+0.7% | Added |
| Renaissance Technologies LLC | 1,478,100 | $7.17M | 0.01% | +173,120+13.3% | Added |
| State Street Corp | 1,474,472 | $7.30M | 0.00% | +61,555+4.4% | Added |
| Northern Trust Corp | 2,030,267 | $9.85M | 0.00% | +120,957+6.3% | Added |
| Victory Capital Management Inc | 2,044,367 | $9.92M | 0.01% | +322,021+18.7% | Added |
| BlackRock Inc. | 3,993,339 | $19.4M | 0.00% | −62,372−1.5% | Reduced |
| Platinum Equity, LLC | 4,894,101 | $23.7M | 12.32% | 00.0% | Unchanged |
| FMR LLC | 6,077,084 | $29.5M | 0.00% | +1,424,451+30.6% | Added |
| Vanguard Group Inc | 8,842,460 | $42.9M | 0.00% | +28,071+0.3% | Added |
| Azora Capital LP | 0 | $0 | 0.00% | −777,481−100.0% | Sold out |
| Paragon Capital Management Inc | 0 | $0 | 0.00% | −215,394−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −72,472−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −64,295−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −62,367−100.0% | Sold out |
| Sculptor Capital LP | 0 | $0 | 0.00% | −57,000−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −49,339−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −43,447−100.0% | Sold out |
| Baker Tilly Wealth Management, LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −27,117−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −24,656−100.0% | Sold out |
| Balboa Wealth Partners | 0 | $0 | 0.00% | −19,167−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −16,911−100.0% | Sold out |
| Easterly Investment Partners LLC | 0 | $0 | 0.00% | −11,870−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −11,721−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −10,596−100.0% | Sold out |
| CTC Alternative Strategies, Ltd. | 0 | $0 | 0.00% | −10,200−100.0% | Sold out |
| HB Wealth Management, LLC | 0 | $0 | 0.00% | −10,183−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −10,113−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −850−100.0% | Sold out |
| Coastal Capital Group, Inc. | – | – | – | – | Not filed |