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, Q2 2024
Institutional positions in UWM Holdings Corp as of Jun 30, 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
- 192
- +12 vs. Q1 2024
- Shares held
- 53.5M
- +3.70M (+7.4%) vs. Q1 2024
- Total value
- $371.1M
- +$9.36M (+2.6%) vs. Q1 2024
- New holders
- 32
- 68 more added
- Sold out
- 20
- 60 more reduced
3 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding UWM Holdings Corp; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| PrairieView Partners, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2 | $14 | 0.00% | +2 | New |
| CoreCap Advisors, LLC | 10 | $69 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 10 | $70 | 0.00% | +10 | New |
| Mather Group, LLC. | 86 | $624 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 118 | $818 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 138 | $957 | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 158 | $1.00K | 0.00% | −8−4.8% | Reduced |
| Trust Co of Vermont | 190 | $1.32K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 190 | $1.32K | 0.00% | +190 | New |
| Tradewinds Capital Management, LLC | 200 | $1.39K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 200 | $1.39K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 206 | $1.73K | 0.00% | +117+131.5% | Added |
| Comerica Bank | 270 | $1.87K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 216 | $1.89K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 292 | $2.02K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 362 | $2.51K | 0.00% | +362 | New |
| Farther Finance Advisors, LLC | 456 | $3.08K | 0.00% | +71+18.4% | Added |
| Cedar Mountain Advisors, LLC | 450 | $3.12K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 502 | $3.48K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 577 | $4.00K | 0.00% | +577 | New |
| Steward Partners Investment Advisory, LLC | 633 | $4.39K | 0.00% | +9+1.4% | Added |
| Fortitude Family Office, LLC | 774 | $5.36K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 719 | $5.67K | 0.00% | −1,599−69.0% | Reduced |
| Voisard Asset Management Group, Inc. | 955 | $6.62K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 997 | $6.91K | 0.00% | +16+1.6% | Added |
| Spire Wealth Management | 1,000 | $6.93K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 1,000 | $6.93K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 1,118 | $7.75K | 0.00% | +17+1.5% | Added |
| Coston, McIsaac & Partners | 1,316 | $9.00K | 0.00% | +21+1.6% | Added |
| CVA Family Office, LLC | 1,300 | $9.01K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,340 | $9.29K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,386 | $9.61K | 0.00% | +1,386 | New |
| American National Bank | 1,500 | $10.4K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 1,516 | $10.5K | 0.00% | +1,516 | New |
| Tower Research Capital LLC (TRC) | 1,550 | $10.7K | 0.00% | −11,774−88.4% | Reduced |
| VisionPoint Advisory Group, LLC | 1,600 | $11.1K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,807 | $12.5K | 0.00% | +369+25.7% | Added |
| Federation des caisses Desjardins du Quebec | 2,000 | $13.9K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 2,099 | $14.5K | 0.00% | +2,099 | New |
| Lindbrook Capital, LLC | 2,332 | $16.2K | 0.00% | +1,057+82.9% | Added |
| Coppell Advisory Solutions LLC | 2,357 | $16.3K | 0.00% | +2,357 | New |
| Financial Connections Group, Inc. | 2,501 | $17.0K | 0.01% | +38+1.5% | Added |
| Hantz Financial Services, Inc. | 2,653 | $18.0K | 0.00% | −54−2.0% | Reduced |
| CIBC Private Wealth Group, LLC | 3,101 | $20.5K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,788 | $26.3K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 3,963 | $27.5K | 0.00% | +3,963 | New |
| Barclays PLC | 4,443 | $30.8K | 0.00% | −15,486−77.7% | Reduced |
| US Bancorp | 4,535 | $31.4K | 0.00% | −40−0.9% | Reduced |
| MetLife Investment Management | 4,692 | $32.5K | 0.00% | +1,510+47.5% | Added |
| Atlas Capital Advisors LLC | 5,046 | $35.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 5,380 | $37.3K | 0.00% | +1,105+25.8% | Added |
| Russell Investments Group, Ltd. | 6,363 | $44.1K | 0.00% | +4,805+308.4% | Added |
| CWM, LLC | 6,471 | $45.0K | 0.00% | +3,177+96.4% | Added |
| The PNC Financial Services Group, Inc. | 6,829 | $47.3K | 0.00% | −359,543−98.1% | Reduced |
| Quadrant Capital Group LLC | 6,843 | $47.4K | 0.00% | −460−6.3% | Reduced |
| International Assets Investment Management, LLC | 7,500 | $52.0K | 0.00% | +7,500 | New |
| Parallel Advisors, LLC | 9,495 | $65.8K | 0.00% | −240−2.5% | Reduced |
| Financial Counselors Inc | 10,000 | $69.3K | 0.00% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 10,114 | $70.1K | 0.01% | −451−4.3% | Reduced |
| Pathstone Holdings, LLC | 10,214 | $70.8K | 0.00% | +59+0.6% | Added |
| Aquatic Capital Management LLC | 10,300 | $71.4K | 0.00% | −30,100−74.5% | Reduced |
| Ieq Capital, LLC | 10,360 | $71.8K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 10,408 | $72.1K | 0.01% | +10,000+2,451.0% | Added |
| Cerity Partners LLC | 10,523 | $72.9K | 0.00% | +10,523 | New |
| Walleye Capital LLC | 10,557 | $73.2K | 0.00% | −46,309−81.4% | Reduced |
| Advisory Services Network, LLC | 10,972 | $76.0K | 0.00% | +10,972 | New |
| Xponance, Inc. | 11,032 | $76.5K | 0.00% | +11,032 | New |
| JustInvest LLC | 11,222 | $77.8K | 0.00% | +1,013+9.9% | Added |
| Ameriprise Financial Inc | 11,332 | $79.1K | 0.00% | −61,533−84.4% | Reduced |
| HB Wealth Management, LLC | 11,524 | $79.9K | 0.00% | +1,082+10.4% | Added |
| Pitcairn Co | 12,073 | $83.7K | 0.01% | −2,704−18.3% | Reduced |
| Intech Investment Management LLC | 12,328 | $85.4K | 0.00% | +12,328 | New |
| McAdam, LLC | 12,721 | $88.2K | 0.01% | +1,758+16.0% | Added |
| GTS Securities LLC | 13,388 | $92.8K | 0.00% | −10,108−43.0% | Reduced |
| Frank, Rimerman Advisors LLC | 13,460 | $93.3K | 0.01% | +13,460 | New |
| Quent Capital, LLC | 13,466 | $93.3K | 0.01% | +34+0.3% | Added |
| Commerce Bank | 14,301 | $99.1K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 14,715 | $101.0K | 0.00% | −2,025−12.1% | Reduced |
| LJI Wealth Management, LLC | 15,160 | $105.1K | 0.02% | +15,160 | New |
| Global Retirement Partners, LLC | 15,180 | $105.2K | 0.00% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 15,332 | $106.3K | 0.00% | +2,014+15.1% | Added |
| Evergreen Capital Management LLC | 15,407 | $108.3K | 0.00% | −206−1.3% | Reduced |
| Simplex Trading, LLC | 16,471 | $114.0K | 0.00% | +16,471 | New |
| Arkadios Wealth Advisors | 16,641 | $115.3K | 0.01% | −500−2.9% | Reduced |
| Nebula Research & Development LLC | 16,849 | $116.8K | 0.02% | +16,849 | New |
| Numerai GP LLC | 16,940 | $117.4K | 0.04% | +16,940 | New |
| Ronald Blue Trust, Inc. | 16,450 | $119.4K | 0.00% | +16,450 | New |
| Amalgamated Bank | 17,291 | $120.0K | 0.00% | −842−4.6% | Reduced |
| Raymond James & Associates | 17,645 | $122.3K | 0.00% | +407+2.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,158 | $125.8K | 0.00% | 00.0% | Unchanged |
| DDFG, Inc | 18,323 | $127.0K | 0.04% | +277+1.5% | Added |
| Commonwealth Equity Services, LLC | 19,769 | $137.0K | 0.00% | −3,591−15.4% | Reduced |
| Wedmont Private Capital | 18,150 | $139.0K | 0.01% | +4,147+29.6% | Added |
| Truist Financial Corp | 20,070 | $139.1K | 0.00% | −5,591−21.8% | Reduced |
| Envestnet Asset Management Inc | 20,551 | $142.4K | 0.00% | +20,551 | New |
| Fidelis Capital Partners, LLC | 18,548 | $151.5K | 0.02% | −44−0.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 22,497 | $155.9K | 0.02% | −13−0.1% | Reduced |
| Price T Rowe Associates Inc | 22,821 | $159.0K | 0.00% | −35,127−60.6% | Reduced |
| Victory Capital Management Inc | 23,383 | $162.0K | 0.00% | −785,016−97.1% | Reduced |