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 |
|---|---|---|---|---|---|
| Amalgamated Bank | 27,714 | $198.0K | 0.00% | +225+0.8% | Added |
| State of Wyoming | 29,329 | $209.7K | 0.04% | +17,252+142.9% | Added |
| Cetera Advisor Networks LLC | 30,109 | $215.3K | 0.00% | +1,204+4.2% | Added |
| Taylor & Morgan Wealth Management, LLC | 30,129 | $215.4K | 0.17% | +571+1.9% | Added |
| Procyon Private Wealth Partners, LLC | 30,707 | $219.6K | 0.02% | +120.0% | Added |
| Two Sigma Advisers, LP | 30,900 | $220.9K | 0.00% | +30,900 | New |
| Barclays PLC | 32,047 | $229.1K | 0.00% | +625+2.0% | Added |
| PDT Partners, LLC | 36,300 | $259.5K | 0.03% | +36,300 | New |
| Axq Capital, LP | 36,743 | $262.7K | 0.07% | +6,000+19.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 37,151 | $265.6K | 0.00% | +37,151 | New |
| Neo Ivy Capital Management | 37,981 | $272.0K | 0.61% | +37,981 | New |
| Corton Capital Inc. | 38,257 | $273.5K | 0.09% | −14,839−27.9% | Reduced |
| Janus Henderson Group PLC | 39,245 | $280.0K | 0.00% | −71−0.2% | Reduced |
| Citigroup Inc | 39,659 | $283.6K | 0.00% | +1,673+4.4% | Added |
| Penserra Capital Management LLC | 40,925 | $292.0K | 0.01% | −3,579−8.0% | Reduced |
| Treasurer of the State of North Carolina | 41,165 | $294.0K | 0.00% | +410+1.0% | Added |
| Cresset Asset Management, LLC | 41,179 | $298.5K | 0.00% | +97+0.2% | Added |
| Rothschild Investment LLC | 42,900 | $306.7K | 0.03% | +42,900 | New |
| New York State Common Retirement Fund | 46,100 | $329.6K | 0.00% | −22,970−33.3% | Reduced |
| Vident Advisory, LLC | 46,369 | $331.5K | 0.01% | +4,339+10.3% | Added |
| GTS Securities LLC | 46,562 | $332.9K | 0.01% | +46,562 | New |
| Aigen Investment Management, LP | 46,861 | $335.1K | 0.06% | −27,408−36.9% | Reduced |
| Commonwealth Equity Services, LLC | 48,233 | $345.0K | 0.00% | +6,554+15.7% | Added |
| Quantbot Technologies LP | 49,076 | $350.9K | 0.02% | +10,810+28.2% | Added |
| 180 Wealth Advisors, LLC | 50,121 | $351.8K | 0.07% | +3,606+7.8% | Added |
| Lebenthal Global Advisors, LLC | 50,510 | $361.1K | 0.08% | −30,012−37.3% | Reduced |
| Price T Rowe Associates Inc | 54,741 | $392.0K | 0.00% | +2,344+4.5% | Added |
| Wells Fargo & Company | 55,276 | $395.2K | 0.00% | −1,168−2.1% | Reduced |
| Private Advisor Group, LLC | 56,764 | $405.9K | 0.00% | +1,419+2.6% | Added |
| Mercer Global Advisors Inc | 57,570 | $412.0K | 0.00% | +4,817+9.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 59,882 | $428.2K | 0.00% | −1,958−3.2% | Reduced |
| Mariner, LLC | 61,628 | $440.6K | 0.00% | −1,866−2.9% | Reduced |
| Public Employees Retirement System of Ohio | 62,581 | $447.5K | 0.00% | +24,777+65.5% | Added |
| Millennium Management LLC | 67,021 | $479.2K | 0.00% | +43,835+189.1% | Added |
| SEI Investments Co | 69,121 | $494.2K | 0.00% | −17,138−19.9% | Reduced |
| HRT Financial LP | 71,838 | $513.0K | 0.00% | +71,838 | New |
| Gsa Capital Partners LLP | 83,815 | $599.0K | 0.05% | +83,815 | New |
| Legal & General Group Plc | 85,758 | $613.2K | 0.00% | +22,680+36.0% | Added |
| D. E. Shaw & Co., Inc. | 88,645 | $633.8K | 0.00% | +70,226+381.3% | Added |
| Allspring Global Investments Holdings, LLC | 90,633 | $648.0K | 0.00% | −216,400−70.5% | Reduced |
| Illinois Municipal Retirement Fund | 93,198 | $666.0K | 0.01% | 00.0% | Unchanged |
| California State Teachers Retirement System | 94,117 | $672.9K | 0.00% | −4,796−4.8% | Reduced |
| Credit Suisse AG | 98,423 | $703.7K | 0.00% | +12,812+15.0% | Added |
| AQR Capital Management LLC | 99,291 | $709.9K | 0.00% | −22,834−18.7% | Reduced |
| Rhumbline Advisers | 99,538 | $711.7K | 0.00% | −5,436−5.2% | Reduced |
| Dimensional Fund Advisors LP | 102,217 | $730.9K | 0.00% | +43,716+74.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 111,743 | $799.0K | 0.00% | +111,743 | New |
| UBS Asset Management Americas Inc | 113,152 | $809.0K | 0.00% | +11,335+11.1% | Added |
| Group One Trading, L.P. | 113,661 | $812.7K | 0.03% | +113,661 | New |
| Occudo Quantitative Strategies LP | 119,067 | $851.3K | 0.12% | +46,669+64.5% | Added |
| LPL Financial LLC | 120,232 | $859.7K | 0.00% | −18,482−13.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 130,416 | $932.5K | 0.01% | +91,016+231.0% | Added |
| STRS Ohio | 135,660 | $969.0K | 0.00% | −31,258−18.7% | Reduced |
| Integrated Investment Consultants, LLC | 165,989 | $1.19M | 0.38% | −2,662−1.6% | Reduced |
| AXA S.A. | 166,600 | $1.19M | 0.00% | +4,100+2.5% | Added |
| Swiss National Bank | 174,300 | $1.25M | 0.00% | −18,300−9.5% | Reduced |
| Truist Financial Corp | 181,987 | $1.30M | 0.00% | −93,938−34.0% | Reduced |
| Nuveen Asset Management, LLC | 221,204 | $1.58M | 0.00% | +1,584+0.7% | Added |
| First Trust Advisors LP | 257,364 | $1.84M | 0.00% | +7,563+3.0% | Added |
| Bank of America Corp | 261,591 | $1.87M | 0.00% | +213,176+440.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 277,580 | $1.99M | 0.01% | +5,478+2.0% | Added |
| UBS Group AG | 291,928 | $2.09M | 0.00% | +107,792+58.5% | Added |
| Capula Management Ltd | 309,094 | $2.21M | 0.14% | +309,094 | New |
| Squarepoint Ops LLC | 311,419 | $2.23M | 0.01% | +149,568+92.4% | Added |
| Alliancebernstein L.P. | 338,557 | $2.42M | 0.00% | +92,828+37.8% | Added |
| The PNC Financial Services Group, Inc. | 366,300 | $2.62M | 0.00% | −254−0.1% | Reduced |
| Jane Street Group, LLC | 367,848 | $2.63M | 0.00% | +352,745+2,335.6% | Added |
| Two Sigma Investments, LP | 486,414 | $3.48M | 0.01% | +486,414 | New |
| Morgan Stanley | 528,911 | $3.78M | 0.00% | −6,696−1.3% | Reduced |
| Charles Schwab Investment Management Inc | 531,715 | $3.80M | 0.00% | +11,717+2.3% | Added |
| Invesco Ltd. | 781,069 | $5.58M | 0.00% | +419,361+115.9% | Added |
| Bank of New York Mellon Corp | 864,840 | $6.18M | 0.00% | +18,082+2.1% | Added |
| Azora Capital LP | 937,768 | $6.71M | 0.61% | +937,768 | New |
| Goldman Sachs Group Inc | 956,301 | $6.84M | 0.00% | +54,732+6.1% | Added |
| Geode Capital Management, LLC | 1,392,167 | $9.96M | 0.00% | +60,201+4.5% | Added |
| Renaissance Technologies LLC | 1,474,200 | $10.5M | 0.02% | −3,900−0.3% | Reduced |
| State Street Corp | 1,519,768 | $11.0M | 0.00% | +45,296+3.1% | Added |
| Northern Trust Corp | 2,044,122 | $14.6M | 0.00% | +13,855+0.7% | Added |
| Victory Capital Management Inc | 2,126,166 | $15.2M | 0.02% | +81,799+4.0% | Added |
| BlackRock Inc. | 4,415,545 | $31.6M | 0.00% | +422,206+10.6% | Added |
| Platinum Equity, LLC | 4,894,101 | $35.0M | 23.70% | 00.0% | Unchanged |
| FMR LLC | 7,749,309 | $55.4M | 0.00% | +1,672,225+27.5% | Added |
| Vanguard Group Inc | 8,654,247 | $61.9M | 0.00% | −188,213−2.1% | Reduced |
| Covestor Ltd | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Basswood Capital Management, L.L.C. | 0 | $0 | 0.00% | −312,164−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −241,261−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −112,330−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −82,509−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −61,462−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −30,993−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −30,102−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −30,102−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −17,997−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −12,566−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −11,274−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −10,996−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −10,782−100.0% | Sold out |
| Dorsey Wright & Associates | 0 | $0 | 0.00% | −3,544−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −1,191−100.0% | Sold out |