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 |
|---|---|---|---|---|---|
| Oracle Alpha Inc. | 34,750 | $252.3K | 0.45% | +18,012+107.6% | Added |
| PDT Partners, LLC | 36,208 | $262.9K | 0.02% | −92−0.3% | Reduced |
| Wells Fargo & Company | 36,717 | $266.6K | 0.00% | −18,559−33.6% | Reduced |
| Janus Henderson Group PLC | 39,253 | $284.8K | 0.00% | +80.0% | Added |
| Aquatic Capital Management LLC | 40,400 | $293.3K | 0.01% | +40,400 | New |
| Penserra Capital Management LLC | 40,848 | $296.0K | 0.00% | −77−0.2% | Reduced |
| Point72 Asset Management, L.P. | 40,900 | $296.9K | 0.00% | +40,900 | New |
| Treasurer of the State of North Carolina | 41,445 | $301.0K | 0.00% | +280+0.7% | Added |
| Cresset Asset Management, LLC | 42,684 | $314.2K | 0.00% | +1,505+3.7% | Added |
| SEI Investments Co | 44,537 | $323.4K | 0.00% | −24,584−35.6% | Reduced |
| Millennium Management LLC | 45,590 | $331.0K | 0.00% | −21,431−32.0% | Reduced |
| XTX Topco Ltd | 45,680 | $331.6K | 0.04% | +45,680 | New |
| New York State Common Retirement Fund | 46,893 | $340.4K | 0.00% | +793+1.7% | Added |
| 180 Wealth Advisors, LLC | 49,334 | $358.2K | 0.06% | −787−1.6% | Reduced |
| Verition Fund Management LLC | 49,624 | $360.3K | 0.00% | +49,624 | New |
| Susquehanna Fundamental Investments, LLC | 51,712 | $375.4K | 0.02% | +51,712 | New |
| Wealth Enhancement Advisory Services, LLC | 51,732 | $375.6K | 0.00% | −8,150−13.6% | Reduced |
| Marshall Wace, LLP | 52,050 | $377.9K | 0.00% | +52,050 | New |
| Quadrature Capital Ltd | 54,778 | $397.4K | 0.01% | +30,361+124.3% | Added |
| Walleye Capital LLC | 56,866 | $412.8K | 0.00% | +56,866 | New |
| Price T Rowe Associates Inc | 57,948 | $421.0K | 0.00% | +3,207+5.9% | Added |
| ExodusPoint Capital Management, LP | 58,600 | $425.0K | 0.01% | +58,600 | New |
| Mariner, LLC | 58,707 | $426.2K | 0.00% | −2,921−4.7% | Reduced |
| Public Employees Retirement System of Ohio | 59,460 | $431.7K | 0.00% | −3,121−5.0% | Reduced |
| Axq Capital, LP | 60,316 | $437.9K | 0.11% | +23,573+64.2% | Added |
| CWM Advisors, LLC | 61,233 | $444.6K | 0.05% | +61,233 | New |
| Lebenthal Global Advisors, LLC | 62,144 | $451.2K | 0.10% | +11,634+23.0% | Added |
| Ameriprise Financial Inc | 72,865 | $529.9K | 0.00% | +62,550+606.4% | Added |
| Teza Capital Management LLC | 76,703 | $556.9K | 0.07% | +76,703 | New |
| Allspring Global Investments Holdings, LLC | 78,060 | $566.7K | 0.00% | −12,573−13.9% | Reduced |
| Corton Capital Inc. | 82,442 | $598.5K | 0.22% | +44,185+115.5% | Added |
| Vident Advisory, LLC | 82,936 | $602.1K | 0.01% | +36,567+78.9% | Added |
| AQR Capital Management LLC | 85,231 | $618.8K | 0.00% | −14,060−14.2% | Reduced |
| Legal & General Group Plc | 85,723 | $622.4K | 0.00% | −350.0% | Reduced |
| Rhumbline Advisers | 88,538 | $642.7K | 0.00% | −11,000−11.1% | Reduced |
| California State Teachers Retirement System | 89,424 | $649.2K | 0.00% | −4,693−5.0% | Reduced |
| Jump Financial, LLC | 90,313 | $655.7K | 0.02% | +90,313 | New |
| Illinois Municipal Retirement Fund | 93,198 | $677.0K | 0.01% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 93,354 | $677.7K | 0.19% | −72,635−43.8% | Reduced |
| Citigroup Inc | 98,049 | $711.8K | 0.00% | +58,390+147.2% | Added |
| Credit Suisse AG | 98,423 | $714.6K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 115,250 | $836.7K | 0.05% | +66,174+134.8% | Added |
| LPL Financial LLC | 115,720 | $840.1K | 0.00% | −4,512−3.8% | Reduced |
| UBS Asset Management Americas Inc | 124,143 | $901.3K | 0.00% | +10,991+9.7% | Added |
| Nishkama Capital, LLC | 132,365 | $961.0K | 0.11% | +132,365 | New |
| Schonfeld Strategic Advisors LLC | 149,805 | $1.09M | 0.01% | +19,389+14.9% | Added |
| Allianz Asset Management GmbH | 153,200 | $1.11M | 0.00% | +153,200 | New |
| Susquehanna International Group, LLP | 160,385 | $1.16M | 0.00% | +142,145+779.3% | Added |
| Chartwell Investment Partners, LLC | 167,115 | $1.21M | 0.04% | +167,115 | New |
| Swiss National Bank | 174,300 | $1.27M | 0.00% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 178,038 | $1.29M | 0.00% | +75,821+74.2% | Added |
| Two Sigma Advisers, LP | 187,700 | $1.36M | 0.00% | +156,800+507.4% | Added |
| Azora Capital LP | 195,308 | $1.42M | 0.10% | −742,460−79.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 198,971 | $1.44M | 0.01% | +87,228+78.1% | Added |
| Nuveen Asset Management, LLC | 221,663 | $1.61M | 0.00% | +459+0.2% | Added |
| JPMorgan Chase & Co | 250,962 | $1.82M | 0.00% | +250,818+174,179.2% | Added |
| First Trust Advisors LP | 265,390 | $1.93M | 0.00% | +8,026+3.1% | Added |
| Squarepoint Ops LLC | 274,939 | $2.00M | 0.01% | −36,480−11.7% | Reduced |
| Jane Street Group, LLC | 284,540 | $2.07M | 0.00% | −83,308−22.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 287,135 | $2.08M | 0.01% | +9,555+3.4% | Added |
| HRT Financial LP | 297,345 | $2.16M | 0.01% | +225,507+313.9% | Added |
| Alliancebernstein L.P. | 304,717 | $2.21M | 0.00% | −33,840−10.0% | Reduced |
| UBS Group AG | 341,304 | $2.48M | 0.00% | +49,376+16.9% | Added |
| The PNC Financial Services Group, Inc. | 366,372 | $2.66M | 0.00% | +720.0% | Added |
| Invesco Ltd. | 373,365 | $2.71M | 0.00% | −407,704−52.2% | Reduced |
| Morgan Stanley | 458,885 | $3.33M | 0.00% | −70,026−13.2% | Reduced |
| Charles Schwab Investment Management Inc | 547,021 | $3.97M | 0.00% | +15,306+2.9% | Added |
| Bank of America Corp | 602,408 | $4.37M | 0.00% | +340,817+130.3% | Added |
| Victory Capital Management Inc | 808,399 | $5.87M | 0.01% | −1,317,767−62.0% | Reduced |
| Bank of New York Mellon Corp | 870,969 | $6.32M | 0.00% | +6,129+0.7% | Added |
| Goldman Sachs Group Inc | 1,097,019 | $7.96M | 0.00% | +140,718+14.7% | Added |
| Two Sigma Investments, LP | 1,203,114 | $8.73M | 0.02% | +716,700+147.3% | Added |
| Citadel Advisors LLC | 1,227,181 | $8.91M | 0.01% | +1,227,124+2,152,849.1% | Added |
| Geode Capital Management, LLC | 1,454,646 | $10.6M | 0.00% | +62,479+4.5% | Added |
| Renaissance Technologies LLC | 1,513,000 | $11.0M | 0.02% | +38,800+2.6% | Added |
| State Street Corp | 1,554,934 | $11.4M | 0.00% | +35,166+2.3% | Added |
| Northern Trust Corp | 3,809,749 | $27.7M | 0.00% | +1,765,627+86.4% | Added |
| BlackRock Inc. | 4,479,021 | $32.5M | 0.00% | +63,476+1.4% | Added |
| Platinum Equity, LLC | 4,894,101 | $35.5M | 24.16% | 00.0% | Unchanged |
| FMR LLC | 8,225,883 | $59.7M | 0.00% | +476,574+6.1% | Added |
| Vanguard Group Inc | 8,384,007 | $60.9M | 0.00% | −270,240−3.1% | Reduced |
| PrairieView Partners, LLC | 10 | – | – | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 7,607 | – | – | +7,607 | New |
| Capula Management Ltd | 0 | $0 | 0.00% | −309,094−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −166,600−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −135,660−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −119,067−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −113,661−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −88,645−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −46,861−100.0% | Sold out |
| Rothschild Investment LLC | 0 | $0 | 0.00% | −42,900−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −37,151−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −30,109−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −27,000−100.0% | Sold out |
| State Board of Administration of Florida Retirement System | 0 | $0 | 0.00% | −26,720−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −24,730−100.0% | Sold out |
| LJI Wealth Management, LLC | 0 | $0 | 0.00% | −23,160−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −21,032−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −16,583−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −14,218−100.0% | Sold out |