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