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 |
|---|---|---|---|---|---|
| PrairieView Partners, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2 | $15 | 0.00% | +2 | New |
| Larson Financial Group LLC | 15 | $107 | 0.00% | +15 | New |
| Citadel Advisors LLC | 57 | $408 | 0.00% | −277,600−100.0% | Reduced |
| Optimum Investment Advisors | 123 | $878 | 0.00% | +3+2.5% | Added |
| Clearstead Advisors, LLC | 134 | $958 | 0.00% | +3+2.3% | Added |
| Farther Finance Advisors, LLC | 135 | $965 | 0.00% | +135 | New |
| Ci Investments Inc. | 130 | $1.00K | 0.00% | +1+0.8% | Added |
| JPMorgan Chase & Co | 144 | $1.04K | 0.00% | −469−76.5% | Reduced |
| Trust Co of Vermont | 190 | $1.36K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 200 | $1.43K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 270 | $1.93K | 0.00% | −7,923−96.7% | Reduced |
| Parkside Financial Bank & Trust | 292 | $2.09K | 0.00% | +292 | New |
| Baystate Wealth Management LLC | 300 | $2.15K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 300 | $2.15K | 0.00% | +300 | New |
| Arlington Trust Co LLC | 334 | $2.39K | 0.00% | +334 | New |
| Oliver Lagore Vanvalin Investment Group | 343 | $2.46K | 0.00% | +6+1.8% | Added |
| Plante Moran Financial Advisors, LLC | 408 | $2.92K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 432 | $3.09K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 450 | $3.22K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 564 | $4.00K | 0.00% | +360+176.5% | Added |
| Beaird Harris Wealth Management, LLC | 595 | $4.26K | 0.00% | −1,753−74.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 614 | $4.39K | 0.00% | +11+1.8% | Added |
| CWM, LLC | 633 | $5.00K | 0.00% | −500−44.1% | Reduced |
| Fortitude Family Office, LLC | 774 | $5.53K | 0.00% | +774 | New |
| Clear Street Markets LLC | 900 | $6.00K | 0.00% | −2,500−73.5% | Reduced |
| Spire Wealth Management | 1,000 | $6.35K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 955 | $6.83K | 0.00% | +955 | New |
| Sunbelt Securities, Inc. | 967 | $6.91K | 0.00% | +19+2.0% | Added |
| Stephens Consulting, LLC | 1,000 | $7.15K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 1,052 | $7.52K | 0.00% | −27−2.5% | Reduced |
| Russell Investments Group, Ltd. | 1,066 | $7.62K | 0.00% | −34,678−97.0% | Reduced |
| DHJJ Financial Advisors, Ltd. | 1,084 | $7.75K | 0.00% | +20+1.9% | Added |
| Lindbrook Capital, LLC | 1,226 | $8.77K | 0.00% | +495+67.7% | Added |
| Coston, McIsaac & Partners | 1,276 | $9.00K | 0.00% | +24+1.9% | Added |
| Ronald Blue Trust, Inc. | 1,812 | $9.00K | 0.00% | +1,812 | New |
| GAMMA Investing LLC | 1,353 | $9.06K | 0.00% | +1,353 | New |
| CVA Family Office, LLC | 1,300 | $9.29K | 0.00% | +1,300 | New |
| GWM Advisors LLC | 1,340 | $9.58K | 0.00% | +280+26.4% | Added |
| American National Bank | 1,500 | $10.7K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 1,600 | $11.4K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,737 | $12.4K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,908 | $13.6K | 0.00% | +135+7.6% | Added |
| Federation des caisses Desjardins du Quebec | 2,000 | $14.3K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 2,228 | $15.9K | 0.00% | +2,228 | New |
| Coppell Advisory Solutions LLC | 2,357 | $16.9K | 0.00% | +1,826+343.9% | Added |
| Financial Connections Group, Inc. | 2,426 | $17.0K | 0.01% | +46+1.9% | Added |
| Allworth Financial LP | 2,567 | $18.4K | 0.00% | +252+10.9% | Added |
| Hantz Financial Services, Inc. | 2,697 | $19.0K | 0.00% | +14+0.5% | Added |
| Cutler Group LP | 2,851 | $20.0K | 0.00% | −327−10.3% | Reduced |
| MetLife Investment Management | 3,173 | $22.7K | 0.00% | −49−1.5% | Reduced |
| Signaturefd, LLC | 3,261 | $23.3K | 0.00% | +466+16.7% | Added |
| IFP Advisors, Inc | 3,788 | $27.1K | 0.00% | −1,100−22.5% | Reduced |
| US Bancorp | 4,575 | $32.7K | 0.00% | −428−8.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 7,200 | $51.5K | 0.03% | −4,900−40.5% | Reduced |
| Quadrant Capital Group LLC | 7,633 | $54.6K | 0.00% | +2,952+63.1% | Added |
| Parallel Advisors, LLC | 9,820 | $70.2K | 0.00% | +3,014+44.3% | Added |
| Financial Counselors Inc | 10,000 | $71.5K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 10,035 | $71.8K | 0.00% | +10,035 | New |
| Good Life Advisors, LLC | 10,334 | $73.9K | 0.01% | −666−6.1% | Reduced |
| Ieq Capital, LLC | 10,360 | $74.1K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 10,315 | $74.6K | 0.00% | −31,137−75.1% | Reduced |
| HB Wealth Management, LLC | 10,438 | $74.6K | 0.00% | +10,438 | New |
| Alpine Global Management, LLC | 10,604 | $75.8K | 0.02% | +10,604 | New |
| JustInvest LLC | 10,979 | $78.5K | 0.00% | −358−3.2% | Reduced |
| Creative Planning | 11,605 | $83.0K | 0.00% | +11,605 | New |
| Tower Research Capital LLC (TRC) | 12,052 | $86.2K | 0.00% | +7,772+181.6% | Added |
| MQS Management LLC | 12,474 | $89.2K | 0.05% | +12,474 | New |
| Global Retirement Partners, LLC | 15,000 | $93.8K | 0.00% | +15,000 | New |
| Quent Capital, LLC | 13,401 | $95.8K | 0.01% | +5,013+59.8% | Added |
| Cetera Investment Advisers | 14,000 | $100.1K | 0.00% | −7,000−33.3% | Reduced |
| Counterpoint Mutual Funds LLC | 14,218 | $101.7K | 0.04% | +14,218 | New |
| Commerce Bank | 14,301 | $102.3K | 0.00% | 00.0% | Unchanged |
| Wedmont Private Capital | 15,494 | $104.1K | 0.01% | +15,494 | New |
| Royal Bank of Canada | 14,820 | $107.0K | 0.00% | +2,266+18.1% | Added |
| Evergreen Capital Management LLC | 15,458 | $112.1K | 0.00% | −24−0.2% | Reduced |
| Glassman Wealth Services | 16,583 | $118.6K | 0.02% | 00.0% | Unchanged |
| Oracle Alpha Inc. | 16,738 | $119.7K | 0.15% | +16,738 | New |
| DDFG, Inc | 17,781 | $127.1K | 0.04% | +349+2.0% | Added |
| SG Americas Securities, LLC | 18,066 | $129.0K | 0.00% | +18,066 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,158 | $129.8K | 0.00% | +4,479+32.7% | Added |
| Susquehanna International Group, LLP | 18,240 | $130.4K | 0.00% | −53,003−74.4% | Reduced |
| Fidelis Capital Partners, LLC | 18,564 | $132.7K | 0.03% | −813−4.2% | Reduced |
| Raymond James & Associates | 19,140 | $136.9K | 0.00% | +482+2.6% | Added |
| Harvest Fund Management Co., Ltd | 19,870 | $142.0K | 0.02% | +18,960+2,083.5% | Added |
| Pitcairn Co | 20,818 | $148.8K | 0.01% | −3,996−16.1% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 21,032 | $150.4K | 0.00% | +21,032 | New |
| Advisor Group Holdings, Inc. | 21,736 | $155.4K | 0.00% | +6,618+43.8% | Added |
| Voya Investment Management LLC | 22,130 | $158.2K | 0.00% | −434−1.9% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 22,438 | $160.4K | 0.03% | +2,140+10.5% | Added |
| LJI Wealth Management, LLC | 23,160 | $165.6K | 0.04% | −2,400−9.4% | Reduced |
| Quadrature Capital Ltd | 24,417 | $174.3K | 0.00% | +24,417 | New |
| Arizona State Retirement System | 24,729 | $176.8K | 0.00% | −454−1.8% | Reduced |
| EntryPoint Capital, LLC | 24,730 | $176.8K | 0.17% | +24,730 | New |
| Fortem Financial Group, LLC | 24,800 | $177.3K | 0.09% | −1,200−4.6% | Reduced |
| 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 |
| State Board of Administration of Florida Retirement System | 26,720 | $191.0K | 0.00% | 00.0% | Unchanged |
| Greenland Capital Management LP | 27,000 | $193.1K | 0.03% | +27,000 | New |
| Arkadios Wealth Advisors | 27,641 | $197.6K | 0.02% | −1,400−4.8% | Reduced |