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, Q1 2024
Institutional positions in UWM Holdings Corp as of Mar 31, 2024. 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
- +4 vs. Q4 2023
- Shares held
- 49.9M
- +2.69M (+5.7%) vs. Q4 2023
- Total value
- $362.7M
- +$24.7M (+7.3%) vs. Q4 2023
- New holders
- 32
- 75 more added
- Sold out
- 28
- 49 more reduced
4 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding UWM Holdings Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 8,384,007 | $60.9M | 0.00% | −270,240−3.1% | Reduced |
| FMR LLC | 8,225,883 | $59.7M | 0.00% | +476,574+6.1% | Added |
| Platinum Equity, LLC | 4,894,101 | $35.5M | 24.16% | 00.0% | Unchanged |
| BlackRock Inc. | 4,479,021 | $32.5M | 0.00% | +63,476+1.4% | Added |
| Northern Trust Corp | 3,809,749 | $27.7M | 0.00% | +1,765,627+86.4% | Added |
| State Street Corp | 1,554,934 | $11.4M | 0.00% | +35,166+2.3% | Added |
| Renaissance Technologies LLC | 1,513,000 | $11.0M | 0.02% | +38,800+2.6% | Added |
| Geode Capital Management, LLC | 1,454,646 | $10.6M | 0.00% | +62,479+4.5% | Added |
| Citadel Advisors LLC | 1,227,181 | $8.91M | 0.01% | +1,227,124+2,152,849.1% | Added |
| Two Sigma Investments, LP | 1,203,114 | $8.73M | 0.02% | +716,700+147.3% | Added |
| Goldman Sachs Group Inc | 1,097,019 | $7.96M | 0.00% | +140,718+14.7% | Added |
| Bank of New York Mellon Corp | 870,969 | $6.32M | 0.00% | +6,129+0.7% | Added |
| Victory Capital Management Inc | 808,399 | $5.87M | 0.01% | −1,317,767−62.0% | Reduced |
| Bank of America Corp | 602,408 | $4.37M | 0.00% | +340,817+130.3% | Added |
| Charles Schwab Investment Management Inc | 547,021 | $3.97M | 0.00% | +15,306+2.9% | Added |
| Morgan Stanley | 458,885 | $3.33M | 0.00% | −70,026−13.2% | Reduced |
| Invesco Ltd. | 373,365 | $2.71M | 0.00% | −407,704−52.2% | Reduced |
| The PNC Financial Services Group, Inc. | 366,372 | $2.66M | 0.00% | +720.0% | Added |
| UBS Group AG | 341,304 | $2.48M | 0.00% | +49,376+16.9% | Added |
| Alliancebernstein L.P. | 304,717 | $2.21M | 0.00% | −33,840−10.0% | Reduced |
| HRT Financial LP | 297,345 | $2.16M | 0.01% | +225,507+313.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 287,135 | $2.08M | 0.01% | +9,555+3.4% | Added |
| Jane Street Group, LLC | 284,540 | $2.07M | 0.00% | −83,308−22.6% | Reduced |
| Squarepoint Ops LLC | 274,939 | $2.00M | 0.01% | −36,480−11.7% | Reduced |
| First Trust Advisors LP | 265,390 | $1.93M | 0.00% | +8,026+3.1% | Added |
| JPMorgan Chase & Co | 250,962 | $1.82M | 0.00% | +250,818+174,179.2% | Added |
| Nuveen Asset Management, LLC | 221,663 | $1.61M | 0.00% | +459+0.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 198,971 | $1.44M | 0.01% | +87,228+78.1% | Added |
| Azora Capital LP | 195,308 | $1.42M | 0.10% | −742,460−79.2% | Reduced |
| Two Sigma Advisers, LP | 187,700 | $1.36M | 0.00% | +156,800+507.4% | Added |
| Dimensional Fund Advisors LP | 178,038 | $1.29M | 0.00% | +75,821+74.2% | Added |
| Swiss National Bank | 174,300 | $1.27M | 0.00% | 00.0% | Unchanged |
| Chartwell Investment Partners, LLC | 167,115 | $1.21M | 0.04% | +167,115 | New |
| Susquehanna International Group, LLP | 160,385 | $1.16M | 0.00% | +142,145+779.3% | Added |
| Allianz Asset Management GmbH | 153,200 | $1.11M | 0.00% | +153,200 | New |
| Schonfeld Strategic Advisors LLC | 149,805 | $1.09M | 0.01% | +19,389+14.9% | Added |
| Nishkama Capital, LLC | 132,365 | $961.0K | 0.11% | +132,365 | New |
| UBS Asset Management Americas Inc | 124,143 | $901.3K | 0.00% | +10,991+9.7% | Added |
| LPL Financial LLC | 115,720 | $840.1K | 0.00% | −4,512−3.8% | Reduced |
| Quantbot Technologies LP | 115,250 | $836.7K | 0.05% | +66,174+134.8% | Added |
| Credit Suisse AG | 98,423 | $714.6K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 98,049 | $711.8K | 0.00% | +58,390+147.2% | Added |
| Integrated Investment Consultants, LLC | 93,354 | $677.7K | 0.19% | −72,635−43.8% | Reduced |
| Illinois Municipal Retirement Fund | 93,198 | $677.0K | 0.01% | 00.0% | Unchanged |
| Jump Financial, LLC | 90,313 | $655.7K | 0.02% | +90,313 | New |
| California State Teachers Retirement System | 89,424 | $649.2K | 0.00% | −4,693−5.0% | Reduced |
| Rhumbline Advisers | 88,538 | $642.7K | 0.00% | −11,000−11.1% | Reduced |
| Legal & General Group Plc | 85,723 | $622.4K | 0.00% | −350.0% | Reduced |
| AQR Capital Management LLC | 85,231 | $618.8K | 0.00% | −14,060−14.2% | Reduced |
| Vident Advisory, LLC | 82,936 | $602.1K | 0.01% | +36,567+78.9% | Added |
| Corton Capital Inc. | 82,442 | $598.5K | 0.22% | +44,185+115.5% | Added |
| Allspring Global Investments Holdings, LLC | 78,060 | $566.7K | 0.00% | −12,573−13.9% | Reduced |
| Teza Capital Management LLC | 76,703 | $556.9K | 0.07% | +76,703 | New |
| Ameriprise Financial Inc | 72,865 | $529.9K | 0.00% | +62,550+606.4% | Added |
| Lebenthal Global Advisors, LLC | 62,144 | $451.2K | 0.10% | +11,634+23.0% | Added |
| CWM Advisors, LLC | 61,233 | $444.6K | 0.05% | +61,233 | New |
| Axq Capital, LP | 60,316 | $437.9K | 0.11% | +23,573+64.2% | Added |
| Public Employees Retirement System of Ohio | 59,460 | $431.7K | 0.00% | −3,121−5.0% | Reduced |
| Mariner, LLC | 58,707 | $426.2K | 0.00% | −2,921−4.7% | Reduced |
| ExodusPoint Capital Management, LP | 58,600 | $425.0K | 0.01% | +58,600 | New |
| Price T Rowe Associates Inc | 57,948 | $421.0K | 0.00% | +3,207+5.9% | Added |
| Walleye Capital LLC | 56,866 | $412.8K | 0.00% | +56,866 | New |
| Quadrature Capital Ltd | 54,778 | $397.4K | 0.01% | +30,361+124.3% | Added |
| Marshall Wace, LLP | 52,050 | $377.9K | 0.00% | +52,050 | New |
| Wealth Enhancement Advisory Services, LLC | 51,732 | $375.6K | 0.00% | −8,150−13.6% | Reduced |
| Susquehanna Fundamental Investments, LLC | 51,712 | $375.4K | 0.02% | +51,712 | New |
| Verition Fund Management LLC | 49,624 | $360.3K | 0.00% | +49,624 | New |
| 180 Wealth Advisors, LLC | 49,334 | $358.2K | 0.06% | −787−1.6% | Reduced |
| New York State Common Retirement Fund | 46,893 | $340.4K | 0.00% | +793+1.7% | Added |
| XTX Topco Ltd | 45,680 | $331.6K | 0.04% | +45,680 | New |
| Millennium Management LLC | 45,590 | $331.0K | 0.00% | −21,431−32.0% | Reduced |
| SEI Investments Co | 44,537 | $323.4K | 0.00% | −24,584−35.6% | Reduced |
| Cresset Asset Management, LLC | 42,684 | $314.2K | 0.00% | +1,505+3.7% | Added |
| Treasurer of the State of North Carolina | 41,445 | $301.0K | 0.00% | +280+0.7% | Added |
| Point72 Asset Management, L.P. | 40,900 | $296.9K | 0.00% | +40,900 | New |
| Penserra Capital Management LLC | 40,848 | $296.0K | 0.00% | −77−0.2% | Reduced |
| Aquatic Capital Management LLC | 40,400 | $293.3K | 0.01% | +40,400 | New |
| Janus Henderson Group PLC | 39,253 | $284.8K | 0.00% | +80.0% | Added |
| Wells Fargo & Company | 36,717 | $266.6K | 0.00% | −18,559−33.6% | Reduced |
| PDT Partners, LLC | 36,208 | $262.9K | 0.02% | −92−0.3% | Reduced |
| Oracle Alpha Inc. | 34,750 | $252.3K | 0.45% | +18,012+107.6% | Added |
| Advisor Group Holdings, Inc. | 30,863 | $224.1K | 0.00% | +9,127+42.0% | Added |
| Taylor & Morgan Wealth Management, LLC | 30,584 | $222.0K | 0.16% | +455+1.5% | Added |
| Procyon Private Wealth Partners, LLC | 30,424 | $220.9K | 0.02% | −283−0.9% | Reduced |
| Bleakley Financial Group, LLC | 30,215 | $219.4K | 0.01% | +4,612+18.0% | Added |
| Simplicity Wealth,LLC | 30,215 | $219.4K | 0.01% | +30,215 | New |
| Cetera Investment Advisers | 28,925 | $210.0K | 0.00% | +14,925+106.6% | Added |
| Prana Capital Management, LP | 28,345 | $205.8K | 0.01% | +28,345 | New |
| Two Sigma Securities, LLC | 27,793 | $201.8K | 0.01% | +17,758+177.0% | Added |
| Private Advisor Group, LLC | 25,971 | $188.6K | 0.00% | −30,793−54.2% | Reduced |
| Truist Financial Corp | 25,661 | $186.3K | 0.00% | −156,326−85.9% | Reduced |
| Fortem Financial Group, LLC | 25,625 | $186.0K | 0.08% | +825+3.3% | Added |
| Arizona State Retirement System | 24,451 | $177.5K | 0.00% | −278−1.1% | Reduced |
| Sigma Planning Corp | 24,444 | $177.5K | 0.01% | +24,444 | New |
| GTS Securities LLC | 23,496 | $170.6K | 0.00% | −23,066−49.5% | Reduced |
| Commonwealth Equity Services, LLC | 23,360 | $170.0K | 0.00% | −24,873−51.6% | Reduced |
| Mercer Global Advisors Inc | 22,766 | $165.0K | 0.00% | −34,804−60.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 22,510 | $163.4K | 0.03% | +72+0.3% | Added |
| Voya Investment Management LLC | 21,141 | $153.5K | 0.00% | −989−4.5% | Reduced |
| Barclays PLC | 19,929 | $144.7K | 0.00% | −12,118−37.8% | Reduced |