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 |
|---|---|---|---|---|---|
| Fidelis Capital Partners, LLC | 18,592 | $135.0K | 0.02% | +28+0.2% | Added |
| Amalgamated Bank | 18,133 | $132.0K | 0.00% | −9,581−34.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,158 | $131.8K | 0.00% | 00.0% | Unchanged |
| DDFG, Inc | 18,046 | $131.0K | 0.04% | +265+1.5% | Added |
| Raymond James & Associates | 17,238 | $125.1K | 0.00% | −1,902−9.9% | Reduced |
| Arkadios Wealth Advisors | 17,141 | $124.4K | 0.01% | −10,500−38.0% | Reduced |
| Royal Bank of Canada | 16,740 | $122.0K | 0.00% | +1,920+13.0% | Added |
| Evergreen Capital Management LLC | 15,613 | $114.9K | 0.00% | +155+1.0% | Added |
| Global Retirement Partners, LLC | 15,180 | $110.2K | 0.00% | +180+1.2% | Added |
| Gsa Capital Partners LLP | 15,100 | $110.0K | 0.01% | −68,715−82.0% | Reduced |
| Pitcairn Co | 14,777 | $107.3K | 0.01% | −6,041−29.0% | Reduced |
| Commerce Bank | 14,301 | $103.8K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 13,432 | $97.5K | 0.01% | +31+0.2% | Added |
| Tower Research Capital LLC (TRC) | 13,324 | $96.7K | 0.00% | +1,272+10.6% | Added |
| Wolverine Trading, LLC | 13,318 | $96.7K | 0.00% | +13,318 | New |
| Wedmont Private Capital | 14,003 | $94.7K | 0.01% | −1,491−9.6% | Reduced |
| SG Americas Securities, LLC | 13,011 | $94.0K | 0.00% | −5,055−28.0% | Reduced |
| Creative Planning | 12,807 | $93.0K | 0.00% | +1,202+10.4% | Added |
| McAdam, LLC | 10,963 | $79.6K | 0.01% | +10,963 | New |
| Good Life Advisors, LLC | 10,565 | $76.7K | 0.01% | +231+2.2% | Added |
| HB Wealth Management, LLC | 10,442 | $75.8K | 0.00% | +40.0% | Added |
| Ieq Capital, LLC | 10,360 | $75.2K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 10,209 | $74.1K | 0.00% | −770−7.0% | Reduced |
| Pathstone Holdings, LLC | 10,155 | $73.7K | 0.00% | +10,155 | New |
| Financial Counselors Inc | 10,000 | $72.6K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 9,735 | $70.7K | 0.00% | −85−0.9% | Reduced |
| Quadrant Capital Group LLC | 7,303 | $53.0K | 0.00% | −330−4.3% | Reduced |
| Harvest Fund Management Co., Ltd | 7,165 | $52.0K | 0.00% | −12,705−63.9% | Reduced |
| State of Wyoming | 5,919 | $43.0K | 0.01% | −23,410−79.8% | Reduced |
| Atlas Capital Advisors LLC | 5,046 | $36.6K | 0.01% | +3,309+190.5% | Added |
| US Bancorp | 4,575 | $33.2K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 4,275 | $31.0K | 0.00% | +1,014+31.1% | Added |
| IFP Advisors, Inc | 3,788 | $27.5K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 4,047 | $26.5K | 0.05% | +4,047 | New |
| CWM, LLC | 3,294 | $24.0K | 0.00% | +2,661+420.4% | Added |
| MetLife Investment Management | 3,182 | $23.1K | 0.00% | +9+0.3% | Added |
| Catalyst Funds Management Pty Ltd | 3,100 | $22.5K | 0.01% | +3,100 | New |
| CIBC Private Wealth Group, LLC | 3,101 | $20.3K | 0.00% | +3,101 | New |
| Hantz Financial Services, Inc. | 2,707 | $20.0K | 0.00% | +10+0.4% | Added |
| 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 |
| Allworth Financial LP | 2,318 | $16.8K | 0.00% | −249−9.7% | Reduced |
| Deutsche Bank AG | 2,228 | $16.2K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 2,001 | $14.5K | 0.00% | +93+4.9% | Added |
| Federation des caisses Desjardins du Quebec | 2,000 | $14.5K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 1,600 | $11.6K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 1,558 | $11.3K | 0.00% | +492+46.2% | Added |
| American National Bank | 1,500 | $10.9K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,438 | $10.4K | 0.00% | +85+6.3% | Added |
| GWM Advisors LLC | 1,340 | $9.73K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,300 | $9.44K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,275 | $9.26K | 0.00% | +49+4.0% | Added |
| Coston, McIsaac & Partners | 1,295 | $9.00K | 0.00% | +19+1.5% | Added |
| DHJJ Financial Advisors, Ltd. | 1,101 | $7.99K | 0.00% | +17+1.6% | Added |
| American International Group, Inc. | 1,045 | $7.59K | 0.00% | −7−0.7% | Reduced |
| Stephens Consulting, LLC | 1,000 | $7.26K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,000 | $7.26K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 981 | $7.13K | 0.00% | +14+1.4% | Added |
| Voisard Asset Management Group, Inc. | 955 | $6.93K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 774 | $5.62K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 631 | $4.58K | 0.00% | +36+6.1% | Added |
| Steward Partners Investment Advisory, LLC | 624 | $4.53K | 0.00% | +10+1.6% | Added |
| Oliver Lagore Vanvalin Investment Group | 549 | $3.98K | 0.00% | +206+60.1% | Added |
| Northwestern Mutual Wealth Management Co | 504 | $3.66K | 0.00% | +504 | New |
| Global Financial Private Client, LLC | 502 | $3.29K | 0.00% | +502 | New |
| Cedar Mountain Advisors, LLC | 450 | $3.27K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 408 | $2.96K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 385 | $2.53K | 0.00% | +250+185.2% | Added |
| Parkside Financial Bank & Trust | 292 | $2.12K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 270 | $1.96K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 216 | $1.47K | 0.00% | +216 | New |
| 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 |
| Trust Co of Vermont | 190 | $1.38K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 166 | $1.00K | 0.00% | +36+27.7% | Added |
| Clearstead Advisors, LLC | 138 | $960 | 0.00% | +4+3.0% | Added |
| Continuum Advisory, LLC | 118 | $886 | 0.00% | +118 | New |
| Mather Group, LLC. | 86 | $615 | 0.00% | +86 | New |
| Nemes Rush Group LLC | 84 | $610 | 0.00% | +84 | New |
| EverSource Wealth Advisors, LLC | 89 | $561 | 0.00% | +89 | New |
| CoreCap Advisors, LLC | 10 | $73 | 0.00% | +10 | New |
| 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 |