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 |
|---|---|---|---|---|---|
| MQS Management LLC | 0 | $0 | 0.00% | −12,474−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −10,604−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −1,812−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −564−100.0% | Sold out |
| C M Bidwell & Associates Ltd | 0 | $0 | 0.00% | −432−100.0% | Sold out |
| Arlington Trust Co LLC | 0 | $0 | 0.00% | −334−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Optimum Investment Advisors | 0 | $0 | 0.00% | −123−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| MV Capital Management, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Neo Ivy Capital Management | – | – | – | – | Not filed |
| Sawtooth Solutions, LLC | – | – | – | – | Not filed |
| Coppell Advisory Solutions LLC | – | – | – | – | Not filed |
| Baystate Wealth Management LLC | – | – | – | – | Not filed |