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 |
|---|---|---|---|---|---|
| Jump Financial, LLC | 15,000 | $72.8K | 0.00% | −13,000−46.4% | Reduced |
| Commerce Bank | 14,301 | $69.4K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,679 | $66.3K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 12,554 | $61.0K | 0.00% | −251−2.0% | Reduced |
| Principal Financial Group Inc | 12,566 | $60.9K | 0.00% | +390+3.2% | Added |
| Newbridge Financial Services Group, Inc. | 12,100 | $58.7K | 0.03% | +12,000+12,000.0% | Added |
| State of Wyoming | 12,077 | $58.6K | 0.01% | −3,939−24.6% | Reduced |
| JustInvest LLC | 11,337 | $55.0K | 0.00% | −2,023−15.1% | Reduced |
| Kestra Private Wealth Services, LLC | 11,274 | $54.7K | 0.00% | +114+1.0% | Added |
| Good Life Advisors, LLC | 11,000 | $53.4K | 0.01% | +11,000 | New |
| Wolverine Trading, LLC | 10,996 | $53.3K | 0.00% | −9,722−46.9% | Reduced |
| State of Wisconsin Investment Board | 10,782 | $52.3K | 0.00% | +10,782 | New |
| Ieq Capital, LLC | 10,360 | $50.2K | 0.00% | −80−0.8% | Reduced |
| Financial Counselors Inc | 10,000 | $48.5K | 0.00% | −2,626−20.8% | Reduced |
| Quent Capital, LLC | 8,388 | $40.7K | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 8,193 | $39.7K | 0.00% | +8,193 | New |
| Parallel Advisors, LLC | 6,806 | $33.0K | 0.00% | +188+2.8% | Added |
| US Bancorp | 5,003 | $24.3K | 0.00% | −1,011−16.8% | Reduced |
| IFP Advisors, Inc | 4,888 | $23.7K | 0.00% | +4,888 | New |
| Quadrant Capital Group LLC | 4,681 | $22.7K | 0.00% | +249+5.6% | Added |
| Tower Research Capital LLC (TRC) | 4,280 | $20.8K | 0.00% | +2,201+105.9% | Added |
| Dorsey Wright & Associates | 3,544 | $17.2K | 0.01% | −122−3.3% | Reduced |
| Clear Street Markets LLC | 3,400 | $16.0K | 0.01% | −100−2.9% | Reduced |
| MetLife Investment Management | 3,222 | $15.6K | 0.00% | +3+0.1% | Added |
| Cutler Group LP | 3,178 | $15.0K | 0.00% | +3,178 | New |
| Signaturefd, LLC | 2,795 | $13.6K | 0.00% | +774+38.3% | Added |
| Hantz Financial Services, Inc. | 2,683 | $13.0K | 0.00% | +11+0.4% | Added |
| Beaird Harris Wealth Management, LLC | 2,348 | $11.4K | 0.00% | +44+1.9% | Added |
| Allworth Financial LP | 2,315 | $11.2K | 0.00% | +10.0% | Added |
| Financial Connections Group, Inc. | 2,380 | $11.0K | 0.01% | +41+1.8% | Added |
| Federation des caisses Desjardins du Quebec | 2,000 | $9.70K | 0.00% | −200−9.1% | Reduced |
| Column Capital Advisors, LLC | 1,800 | $8.73K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,773 | $8.60K | 0.00% | +177+11.1% | Added |
| Atlas Capital Advisors LLC | 1,737 | $8.42K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 1,600 | $7.76K | 0.00% | 00.0% | Unchanged |
| American National Bank | 1,500 | $7.28K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 1,252 | $6.00K | 0.00% | +21+1.7% | Added |
| Northwestern Mutual Wealth Management Co | 1,191 | $5.78K | 0.00% | +1,191 | New |
| American International Group, Inc. | 1,079 | $5.23K | 0.00% | −70−6.1% | Reduced |
| DHJJ Financial Advisors, Ltd. | 1,064 | $5.16K | 0.00% | +1,064 | New |
| GWM Advisors LLC | 1,060 | $5.14K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,133 | $5.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,000 | $4.85K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 1,000 | $4.85K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 948 | $4.60K | 0.00% | +18+1.9% | Added |
| Harvest Fund Management Co., Ltd | 910 | $4.00K | 0.00% | −218−19.3% | Reduced |
| Lindbrook Capital, LLC | 731 | $3.54K | 0.00% | +113+18.3% | Added |
| JPMorgan Chase & Co | 613 | $2.97K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 603 | $2.92K | 0.00% | +11+1.9% | Added |
| Cedar Mountain Advisors, LLC | 450 | $2.18K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 432 | $2.10K | 0.00% | +432 | New |
| Plante Moran Financial Advisors, LLC | 408 | $1.98K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 531 | $1.76K | 0.00% | +106+24.9% | Added |
| Oliver Lagore Vanvalin Investment Group | 337 | $1.63K | 0.00% | −1,759−83.9% | Reduced |
| Baystate Wealth Management LLC | 300 | $1.46K | 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 |
| Tradewinds Capital Management, LLC | 200 | $970 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 190 | $922 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 131 | $637 | 0.00% | +2+1.6% | Added |
| Optimum Investment Advisors | 120 | $584 | 0.00% | +2+1.7% | Added |
| Authentikos Wealth Advisory, LLC | 50 | $243 | 0.00% | +50 | New |
| 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 |
| 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 |