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, Q4 2023
Institutional positions in UWM Holdings Corp as of Dec 31, 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
- 183
- +20 vs. Q3 2023
- Shares held
- 47.3M
- +4.66M (+10.9%) vs. Q3 2023
- Total value
- $338.5M
- +$131.4M (+63.5%) vs. Q3 2023
- New holders
- 39
- 75 more added
- Sold out
- 19
- 49 more reduced
2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding UWM Holdings Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 8,654,247 | $61.9M | 0.00% | −188,213−2.1% | Reduced |
| FMR LLC | 7,749,309 | $55.4M | 0.00% | +1,672,225+27.5% | Added |
| Platinum Equity, LLC | 4,894,101 | $35.0M | 23.70% | 00.0% | Unchanged |
| BlackRock Inc. | 4,415,545 | $31.6M | 0.00% | +422,206+10.6% | Added |
| Victory Capital Management Inc | 2,126,166 | $15.2M | 0.02% | +81,799+4.0% | Added |
| Northern Trust Corp | 2,044,122 | $14.6M | 0.00% | +13,855+0.7% | Added |
| State Street Corp | 1,519,768 | $11.0M | 0.00% | +45,296+3.1% | Added |
| Renaissance Technologies LLC | 1,474,200 | $10.5M | 0.02% | −3,900−0.3% | Reduced |
| Geode Capital Management, LLC | 1,392,167 | $9.96M | 0.00% | +60,201+4.5% | Added |
| Goldman Sachs Group Inc | 956,301 | $6.84M | 0.00% | +54,732+6.1% | Added |
| Azora Capital LP | 937,768 | $6.71M | 0.61% | +937,768 | New |
| Bank of New York Mellon Corp | 864,840 | $6.18M | 0.00% | +18,082+2.1% | Added |
| Invesco Ltd. | 781,069 | $5.58M | 0.00% | +419,361+115.9% | Added |
| Charles Schwab Investment Management Inc | 531,715 | $3.80M | 0.00% | +11,717+2.3% | Added |
| Morgan Stanley | 528,911 | $3.78M | 0.00% | −6,696−1.3% | Reduced |
| Two Sigma Investments, LP | 486,414 | $3.48M | 0.01% | +486,414 | New |
| Jane Street Group, LLC | 367,848 | $2.63M | 0.00% | +352,745+2,335.6% | Added |
| The PNC Financial Services Group, Inc. | 366,300 | $2.62M | 0.00% | −254−0.1% | Reduced |
| Alliancebernstein L.P. | 338,557 | $2.42M | 0.00% | +92,828+37.8% | Added |
| Squarepoint Ops LLC | 311,419 | $2.23M | 0.01% | +149,568+92.4% | Added |
| Capula Management Ltd | 309,094 | $2.21M | 0.14% | +309,094 | New |
| UBS Group AG | 291,928 | $2.09M | 0.00% | +107,792+58.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 277,580 | $1.99M | 0.01% | +5,478+2.0% | Added |
| Bank of America Corp | 261,591 | $1.87M | 0.00% | +213,176+440.3% | Added |
| First Trust Advisors LP | 257,364 | $1.84M | 0.00% | +7,563+3.0% | Added |
| Nuveen Asset Management, LLC | 221,204 | $1.58M | 0.00% | +1,584+0.7% | Added |
| Truist Financial Corp | 181,987 | $1.30M | 0.00% | −93,938−34.0% | Reduced |
| Swiss National Bank | 174,300 | $1.25M | 0.00% | −18,300−9.5% | Reduced |
| AXA S.A. | 166,600 | $1.19M | 0.00% | +4,100+2.5% | Added |
| Integrated Investment Consultants, LLC | 165,989 | $1.19M | 0.38% | −2,662−1.6% | Reduced |
| STRS Ohio | 135,660 | $969.0K | 0.00% | −31,258−18.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 130,416 | $932.5K | 0.01% | +91,016+231.0% | Added |
| LPL Financial LLC | 120,232 | $859.7K | 0.00% | −18,482−13.3% | Reduced |
| Occudo Quantitative Strategies LP | 119,067 | $851.3K | 0.12% | +46,669+64.5% | Added |
| Group One Trading, L.P. | 113,661 | $812.7K | 0.03% | +113,661 | New |
| UBS Asset Management Americas Inc | 113,152 | $809.0K | 0.00% | +11,335+11.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 111,743 | $799.0K | 0.00% | +111,743 | New |
| Dimensional Fund Advisors LP | 102,217 | $730.9K | 0.00% | +43,716+74.7% | Added |
| Rhumbline Advisers | 99,538 | $711.7K | 0.00% | −5,436−5.2% | Reduced |
| AQR Capital Management LLC | 99,291 | $709.9K | 0.00% | −22,834−18.7% | Reduced |
| Credit Suisse AG | 98,423 | $703.7K | 0.00% | +12,812+15.0% | Added |
| California State Teachers Retirement System | 94,117 | $672.9K | 0.00% | −4,796−4.8% | Reduced |
| Illinois Municipal Retirement Fund | 93,198 | $666.0K | 0.01% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 90,633 | $648.0K | 0.00% | −216,400−70.5% | Reduced |
| D. E. Shaw & Co., Inc. | 88,645 | $633.8K | 0.00% | +70,226+381.3% | Added |
| Legal & General Group Plc | 85,758 | $613.2K | 0.00% | +22,680+36.0% | Added |
| Gsa Capital Partners LLP | 83,815 | $599.0K | 0.05% | +83,815 | New |
| HRT Financial LP | 71,838 | $513.0K | 0.00% | +71,838 | New |
| SEI Investments Co | 69,121 | $494.2K | 0.00% | −17,138−19.9% | Reduced |
| Millennium Management LLC | 67,021 | $479.2K | 0.00% | +43,835+189.1% | Added |
| Public Employees Retirement System of Ohio | 62,581 | $447.5K | 0.00% | +24,777+65.5% | Added |
| Mariner, LLC | 61,628 | $440.6K | 0.00% | −1,866−2.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 59,882 | $428.2K | 0.00% | −1,958−3.2% | Reduced |
| Mercer Global Advisors Inc | 57,570 | $412.0K | 0.00% | +4,817+9.1% | Added |
| Private Advisor Group, LLC | 56,764 | $405.9K | 0.00% | +1,419+2.6% | Added |
| Wells Fargo & Company | 55,276 | $395.2K | 0.00% | −1,168−2.1% | Reduced |
| Price T Rowe Associates Inc | 54,741 | $392.0K | 0.00% | +2,344+4.5% | Added |
| Lebenthal Global Advisors, LLC | 50,510 | $361.1K | 0.08% | −30,012−37.3% | Reduced |
| 180 Wealth Advisors, LLC | 50,121 | $351.8K | 0.07% | +3,606+7.8% | Added |
| Quantbot Technologies LP | 49,076 | $350.9K | 0.02% | +10,810+28.2% | Added |
| Commonwealth Equity Services, LLC | 48,233 | $345.0K | 0.00% | +6,554+15.7% | Added |
| Aigen Investment Management, LP | 46,861 | $335.1K | 0.06% | −27,408−36.9% | Reduced |
| GTS Securities LLC | 46,562 | $332.9K | 0.01% | +46,562 | New |
| Vident Advisory, LLC | 46,369 | $331.5K | 0.01% | +4,339+10.3% | Added |
| New York State Common Retirement Fund | 46,100 | $329.6K | 0.00% | −22,970−33.3% | Reduced |
| Rothschild Investment LLC | 42,900 | $306.7K | 0.03% | +42,900 | New |
| Cresset Asset Management, LLC | 41,179 | $298.5K | 0.00% | +97+0.2% | Added |
| Treasurer of the State of North Carolina | 41,165 | $294.0K | 0.00% | +410+1.0% | Added |
| Penserra Capital Management LLC | 40,925 | $292.0K | 0.01% | −3,579−8.0% | Reduced |
| Citigroup Inc | 39,659 | $283.6K | 0.00% | +1,673+4.4% | Added |
| Janus Henderson Group PLC | 39,245 | $280.0K | 0.00% | −71−0.2% | Reduced |
| Corton Capital Inc. | 38,257 | $273.5K | 0.09% | −14,839−27.9% | Reduced |
| Neo Ivy Capital Management | 37,981 | $272.0K | 0.61% | +37,981 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 37,151 | $265.6K | 0.00% | +37,151 | New |
| Axq Capital, LP | 36,743 | $262.7K | 0.07% | +6,000+19.5% | Added |
| PDT Partners, LLC | 36,300 | $259.5K | 0.03% | +36,300 | New |
| Barclays PLC | 32,047 | $229.1K | 0.00% | +625+2.0% | Added |
| Two Sigma Advisers, LP | 30,900 | $220.9K | 0.00% | +30,900 | New |
| Procyon Private Wealth Partners, LLC | 30,707 | $219.6K | 0.02% | +120.0% | Added |
| Taylor & Morgan Wealth Management, LLC | 30,129 | $215.4K | 0.17% | +571+1.9% | Added |
| Cetera Advisor Networks LLC | 30,109 | $215.3K | 0.00% | +1,204+4.2% | Added |
| State of Wyoming | 29,329 | $209.7K | 0.04% | +17,252+142.9% | Added |
| Amalgamated Bank | 27,714 | $198.0K | 0.00% | +225+0.8% | Added |
| Arkadios Wealth Advisors | 27,641 | $197.6K | 0.02% | −1,400−4.8% | Reduced |
| Greenland Capital Management LP | 27,000 | $193.1K | 0.03% | +27,000 | New |
| State Board of Administration of Florida Retirement System | 26,720 | $191.0K | 0.00% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 25,603 | $183.1K | 0.01% | +350+1.4% | Added |
| Bleakley Financial Group, LLC | 25,603 | $183.1K | 0.01% | +350+1.4% | Added |
| Fortem Financial Group, LLC | 24,800 | $177.3K | 0.09% | −1,200−4.6% | Reduced |
| EntryPoint Capital, LLC | 24,730 | $176.8K | 0.17% | +24,730 | New |
| Arizona State Retirement System | 24,729 | $176.8K | 0.00% | −454−1.8% | Reduced |
| Quadrature Capital Ltd | 24,417 | $174.3K | 0.00% | +24,417 | New |
| LJI Wealth Management, LLC | 23,160 | $165.6K | 0.04% | −2,400−9.4% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 22,438 | $160.4K | 0.03% | +2,140+10.5% | Added |
| Voya Investment Management LLC | 22,130 | $158.2K | 0.00% | −434−1.9% | Reduced |
| Advisor Group Holdings, Inc. | 21,736 | $155.4K | 0.00% | +6,618+43.8% | Added |
| Susquehanna Portfolio Strategies, LLC | 21,032 | $150.4K | 0.00% | +21,032 | New |
| Pitcairn Co | 20,818 | $148.8K | 0.01% | −3,996−16.1% | Reduced |
| Harvest Fund Management Co., Ltd | 19,870 | $142.0K | 0.02% | +18,960+2,083.5% | Added |
| Raymond James & Associates | 19,140 | $136.9K | 0.00% | +482+2.6% | Added |