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 |
|---|---|---|---|---|---|
| CoreCap Advisors, LLC | 10 | $73 | 0.00% | +10 | New |
| EverSource Wealth Advisors, LLC | 89 | $561 | 0.00% | +89 | New |
| Nemes Rush Group LLC | 84 | $610 | 0.00% | +84 | New |
| Mather Group, LLC. | 86 | $615 | 0.00% | +86 | New |
| Continuum Advisory, LLC | 118 | $886 | 0.00% | +118 | New |
| Clearstead Advisors, LLC | 138 | $960 | 0.00% | +4+3.0% | Added |
| Ci Investments Inc. | 166 | $1.00K | 0.00% | +36+27.7% | Added |
| Trust Co of Vermont | 190 | $1.38K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 200 | $1.45K | 0.00% | −7,000−97.2% | Reduced |
| Tradewinds Capital Management, LLC | 200 | $1.45K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 216 | $1.47K | 0.00% | +216 | New |
| Comerica Bank | 270 | $1.96K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 292 | $2.12K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 385 | $2.53K | 0.00% | +250+185.2% | Added |
| Plante Moran Financial Advisors, LLC | 408 | $2.96K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 450 | $3.27K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 502 | $3.29K | 0.00% | +502 | New |
| Northwestern Mutual Wealth Management Co | 504 | $3.66K | 0.00% | +504 | New |
| Oliver Lagore Vanvalin Investment Group | 549 | $3.98K | 0.00% | +206+60.1% | Added |
| Steward Partners Investment Advisory, LLC | 624 | $4.53K | 0.00% | +10+1.6% | Added |
| Beaird Harris Wealth Management, LLC | 631 | $4.58K | 0.00% | +36+6.1% | Added |
| Fortitude Family Office, LLC | 774 | $5.62K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 955 | $6.93K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 981 | $7.13K | 0.00% | +14+1.4% | Added |
| Stephens Consulting, LLC | 1,000 | $7.26K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,000 | $7.26K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 1,045 | $7.59K | 0.00% | −7−0.7% | Reduced |
| DHJJ Financial Advisors, Ltd. | 1,101 | $7.99K | 0.00% | +17+1.6% | Added |
| Coston, McIsaac & Partners | 1,295 | $9.00K | 0.00% | +19+1.5% | Added |
| Lindbrook Capital, LLC | 1,275 | $9.26K | 0.00% | +49+4.0% | Added |
| CVA Family Office, LLC | 1,300 | $9.44K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,340 | $9.73K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,438 | $10.4K | 0.00% | +85+6.3% | Added |
| American National Bank | 1,500 | $10.9K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 1,558 | $11.3K | 0.00% | +492+46.2% | Added |
| VisionPoint Advisory Group, LLC | 1,600 | $11.6K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 2,000 | $14.5K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 2,001 | $14.5K | 0.00% | +93+4.9% | Added |
| Deutsche Bank AG | 2,228 | $16.2K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,318 | $16.8K | 0.00% | −249−9.7% | Reduced |
| Cutler Group LP | 2,551 | $18.0K | 0.01% | −300−10.5% | Reduced |
| Financial Connections Group, Inc. | 2,463 | $18.0K | 0.02% | +37+1.5% | Added |
| Hantz Financial Services, Inc. | 2,707 | $20.0K | 0.00% | +10+0.4% | Added |
| CIBC Private Wealth Group, LLC | 3,101 | $20.3K | 0.00% | +3,101 | New |
| Catalyst Funds Management Pty Ltd | 3,100 | $22.5K | 0.01% | +3,100 | New |
| MetLife Investment Management | 3,182 | $23.1K | 0.00% | +9+0.3% | Added |
| CWM, LLC | 3,294 | $24.0K | 0.00% | +2,661+420.4% | Added |
| ORG Partners LLC | 4,047 | $26.5K | 0.05% | +4,047 | New |
| IFP Advisors, Inc | 3,788 | $27.5K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 4,275 | $31.0K | 0.00% | +1,014+31.1% | Added |
| US Bancorp | 4,575 | $33.2K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 5,046 | $36.6K | 0.01% | +3,309+190.5% | Added |
| State of Wyoming | 5,919 | $43.0K | 0.01% | −23,410−79.8% | Reduced |
| Harvest Fund Management Co., Ltd | 7,165 | $52.0K | 0.00% | −12,705−63.9% | Reduced |
| Quadrant Capital Group LLC | 7,303 | $53.0K | 0.00% | −330−4.3% | Reduced |
| Parallel Advisors, LLC | 9,735 | $70.7K | 0.00% | −85−0.9% | Reduced |
| Financial Counselors Inc | 10,000 | $72.6K | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 10,155 | $73.7K | 0.00% | +10,155 | New |
| JustInvest LLC | 10,209 | $74.1K | 0.00% | −770−7.0% | Reduced |
| Ieq Capital, LLC | 10,360 | $75.2K | 0.00% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 10,442 | $75.8K | 0.00% | +40.0% | Added |
| Good Life Advisors, LLC | 10,565 | $76.7K | 0.01% | +231+2.2% | Added |
| McAdam, LLC | 10,963 | $79.6K | 0.01% | +10,963 | New |
| Creative Planning | 12,807 | $93.0K | 0.00% | +1,202+10.4% | Added |
| SG Americas Securities, LLC | 13,011 | $94.0K | 0.00% | −5,055−28.0% | Reduced |
| Wedmont Private Capital | 14,003 | $94.7K | 0.01% | −1,491−9.6% | Reduced |
| Wolverine Trading, LLC | 13,318 | $96.7K | 0.00% | +13,318 | New |
| Tower Research Capital LLC (TRC) | 13,324 | $96.7K | 0.00% | +1,272+10.6% | Added |
| Quent Capital, LLC | 13,432 | $97.5K | 0.01% | +31+0.2% | Added |
| Commerce Bank | 14,301 | $103.8K | 0.00% | 00.0% | Unchanged |
| Pitcairn Co | 14,777 | $107.3K | 0.01% | −6,041−29.0% | Reduced |
| Gsa Capital Partners LLP | 15,100 | $110.0K | 0.01% | −68,715−82.0% | Reduced |
| Global Retirement Partners, LLC | 15,180 | $110.2K | 0.00% | +180+1.2% | Added |
| Evergreen Capital Management LLC | 15,613 | $114.9K | 0.00% | +155+1.0% | Added |
| Royal Bank of Canada | 16,740 | $122.0K | 0.00% | +1,920+13.0% | Added |
| Arkadios Wealth Advisors | 17,141 | $124.4K | 0.01% | −10,500−38.0% | Reduced |
| Raymond James & Associates | 17,238 | $125.1K | 0.00% | −1,902−9.9% | Reduced |
| DDFG, Inc | 18,046 | $131.0K | 0.04% | +265+1.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,158 | $131.8K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 18,133 | $132.0K | 0.00% | −9,581−34.6% | Reduced |
| Fidelis Capital Partners, LLC | 18,592 | $135.0K | 0.02% | +28+0.2% | Added |
| Barclays PLC | 19,929 | $144.7K | 0.00% | −12,118−37.8% | Reduced |
| Voya Investment Management LLC | 21,141 | $153.5K | 0.00% | −989−4.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 22,510 | $163.4K | 0.03% | +72+0.3% | Added |
| Mercer Global Advisors Inc | 22,766 | $165.0K | 0.00% | −34,804−60.5% | Reduced |
| Commonwealth Equity Services, LLC | 23,360 | $170.0K | 0.00% | −24,873−51.6% | Reduced |
| GTS Securities LLC | 23,496 | $170.6K | 0.00% | −23,066−49.5% | Reduced |
| Sigma Planning Corp | 24,444 | $177.5K | 0.01% | +24,444 | New |
| Arizona State Retirement System | 24,451 | $177.5K | 0.00% | −278−1.1% | Reduced |
| Fortem Financial Group, LLC | 25,625 | $186.0K | 0.08% | +825+3.3% | Added |
| Truist Financial Corp | 25,661 | $186.3K | 0.00% | −156,326−85.9% | Reduced |
| Private Advisor Group, LLC | 25,971 | $188.6K | 0.00% | −30,793−54.2% | Reduced |
| Two Sigma Securities, LLC | 27,793 | $201.8K | 0.01% | +17,758+177.0% | Added |
| Prana Capital Management, LP | 28,345 | $205.8K | 0.01% | +28,345 | New |
| Cetera Investment Advisers | 28,925 | $210.0K | 0.00% | +14,925+106.6% | Added |
| 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 |
| Procyon Private Wealth Partners, LLC | 30,424 | $220.9K | 0.02% | −283−0.9% | Reduced |
| Taylor & Morgan Wealth Management, LLC | 30,584 | $222.0K | 0.16% | +455+1.5% | Added |
| Advisor Group Holdings, Inc. | 30,863 | $224.1K | 0.00% | +9,127+42.0% | Added |