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 |
|---|---|---|---|---|---|
| Mercer Global Advisors Inc | 24,757 | $168.1K | 0.00% | +1,991+8.7% | Added |
| Brevan Howard Capital Management LP | 24,446 | $169.4K | 0.01% | +24,446 | New |
| Sigma Planning Corp | 24,472 | $169.6K | 0.01% | +28+0.1% | Added |
| Fortem Financial Group, LLC | 24,625 | $170.7K | 0.07% | −1,000−3.9% | Reduced |
| Arizona State Retirement System | 25,134 | $174.2K | 0.00% | +683+2.8% | Added |
| Private Advisor Group, LLC | 25,414 | $176.1K | 0.00% | −557−2.1% | Reduced |
| Jane Street Group, LLC | 26,438 | $183.2K | 0.00% | −258,102−90.7% | Reduced |
| State Board of Administration of Florida Retirement System | 26,720 | $185.2K | 0.00% | +26,720 | New |
| Cetera Investment Advisers | 28,754 | $199.3K | 0.00% | −171−0.6% | Reduced |
| Simplicity Wealth,LLC | 28,977 | $200.8K | 0.00% | −1,238−4.1% | Reduced |
| Bleakley Financial Group, LLC | 28,977 | $200.8K | 0.01% | −1,238−4.1% | Reduced |
| Verition Fund Management LLC | 29,227 | $202.5K | 0.00% | −20,397−41.1% | Reduced |
| Advisor Group Holdings, Inc. | 29,932 | $207.4K | 0.00% | −931−3.0% | Reduced |
| Aigen Investment Management, LP | 30,270 | $209.8K | 0.04% | +30,270 | New |
| Procyon Private Wealth Partners, LLC | 30,431 | $210.9K | 0.02% | +70.0% | Added |
| Teza Capital Management LLC | 30,694 | $212.7K | 0.03% | −46,009−60.0% | Reduced |
| Taylor & Morgan Wealth Management, LLC | 31,063 | $215.3K | 0.15% | +479+1.6% | Added |
| SEI Investments Co | 31,085 | $215.4K | 0.00% | −13,452−30.2% | Reduced |
| Creative Planning | 34,374 | $238.2K | 0.00% | +21,567+168.4% | Added |
| Public Employees Retirement System of Ohio | 35,962 | $249.2K | 0.00% | −23,498−39.5% | Reduced |
| Wells Fargo & Company | 36,142 | $250.5K | 0.00% | −575−1.6% | Reduced |
| Voya Investment Management LLC | 36,308 | $251.6K | 0.00% | +15,167+71.7% | Added |
| PDT Partners, LLC | 36,808 | $255.1K | 0.02% | +600+1.7% | Added |
| Penserra Capital Management LLC | 38,199 | $265.0K | 0.00% | −2,649−6.5% | Reduced |
| CWM Advisors, LLC | 38,468 | $266.6K | 0.03% | −22,765−37.2% | Reduced |
| Janus Henderson Group PLC | 38,813 | $268.4K | 0.00% | −440−1.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 40,343 | $279.6K | 0.00% | −37,717−48.3% | Reduced |
| Treasurer of the State of North Carolina | 41,043 | $284.0K | 0.00% | −402−1.0% | Reduced |
| Cresset Asset Management, LLC | 41,179 | $289.5K | 0.00% | −1,505−3.5% | Reduced |
| Two Sigma Securities, LLC | 44,400 | $307.7K | 0.01% | +16,607+59.8% | Added |
| Citigroup Inc | 46,147 | $319.8K | 0.00% | −51,902−52.9% | Reduced |
| New York State Common Retirement Fund | 46,890 | $324.9K | 0.00% | −30.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 49,228 | $341.2K | 0.00% | −2,504−4.8% | Reduced |
| 180 Wealth Advisors, LLC | 47,101 | $351.4K | 0.06% | −2,233−4.5% | Reduced |
| IMC-Chicago, LLC | 54,172 | $375.4K | 0.01% | +54,172 | New |
| Axq Capital, LP | 58,466 | $405.2K | 0.09% | −1,850−3.1% | Reduced |
| Mariner, LLC | 59,191 | $410.2K | 0.00% | +484+0.8% | Added |
| Caption Management, LLC | 59,200 | $410.3K | 0.04% | +59,200 | New |
| Jump Financial, LLC | 61,144 | $423.7K | 0.01% | −29,169−32.3% | Reduced |
| Lebenthal Global Advisors, LLC | 62,499 | $433.1K | 0.09% | +355+0.6% | Added |
| ExodusPoint Capital Management, LP | 70,337 | $487.0K | 0.01% | +11,737+20.0% | Added |
| Schonfeld Strategic Advisors LLC | 74,429 | $515.8K | 0.00% | −75,376−50.3% | Reduced |
| Corton Capital Inc. | 86,908 | $602.3K | 0.32% | +4,466+5.4% | Added |
| California State Teachers Retirement System | 87,971 | $609.6K | 0.00% | −1,453−1.6% | Reduced |
| Marshall Wace, LLP | 88,325 | $612.1K | 0.00% | +36,275+69.7% | Added |
| Legal & General Group Plc | 89,931 | $623.2K | 0.00% | +4,208+4.9% | Added |
| Quest Partners LLC | 90,343 | $626.1K | 0.08% | +90,343 | New |
| Quadrature Capital Ltd | 90,818 | $628.5K | 0.01% | +36,040+65.8% | Added |
| Rhumbline Advisers | 91,964 | $637.3K | 0.00% | +3,426+3.9% | Added |
| Vident Advisory, LLC | 95,555 | $662.2K | 0.02% | +12,619+15.2% | Added |
| Integrated Investment Consultants, LLC | 93,354 | $677.7K | 0.19% | 00.0% | Unchanged |
| Trexquant Investment LP | 107,425 | $744.5K | 0.01% | +107,425 | New |
| LPL Financial LLC | 109,415 | $758.2K | 0.00% | −6,305−5.4% | Reduced |
| Quantbot Technologies LP | 122,747 | $850.6K | 0.04% | +7,497+6.5% | Added |
| Gsa Capital Partners LLP | 144,099 | $999.0K | 0.07% | +128,999+854.3% | Added |
| JPMorgan Chase & Co | 148,002 | $1.03M | 0.00% | −102,960−41.0% | Reduced |
| Susquehanna International Group, LLP | 165,137 | $1.14M | 0.00% | +4,752+3.0% | Added |
| Swiss National Bank | 176,600 | $1.22M | 0.00% | +2,300+1.3% | Added |
| Dimensional Fund Advisors LP | 177,516 | $1.23M | 0.00% | −522−0.3% | Reduced |
| UBS Asset Management Americas Inc | 192,232 | $1.33M | 0.00% | +68,089+54.8% | Added |
| Bank of Nova Scotia | 204,353 | $1.42M | 0.00% | +204,353 | New |
| Chartwell Investment Partners, LLC | 205,915 | $1.43M | 0.05% | +38,800+23.2% | Added |
| Alliancebernstein L.P. | 218,666 | $1.52M | 0.00% | −86,051−28.2% | Reduced |
| Susquehanna Fundamental Investments, LLC | 224,681 | $1.56M | 0.04% | +172,969+334.5% | Added |
| UBS Group AG | 229,000 | $1.59M | 0.00% | −112,304−32.9% | Reduced |
| SG Americas Securities, LLC | 239,830 | $1.66M | 0.01% | +226,819+1,743.3% | Added |
| AQR Capital Management LLC | 258,883 | $1.78M | 0.00% | +173,652+203.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 266,440 | $1.85M | 0.01% | +67,469+33.9% | Added |
| Nuveen Asset Management, LLC | 283,871 | $1.97M | 0.00% | +62,208+28.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 284,935 | $1.98M | 0.01% | −2,200−0.8% | Reduced |
| Bank of America Corp | 303,862 | $2.11M | 0.00% | −298,546−49.6% | Reduced |
| Squarepoint Ops LLC | 342,322 | $2.37M | 0.01% | +67,383+24.5% | Added |
| Holocene Advisors, LP | 420,748 | $2.92M | 0.01% | +420,748 | New |
| Invesco Ltd. | 445,075 | $3.08M | 0.00% | +71,710+19.2% | Added |
| D. E. Shaw & Co., Inc. | 509,362 | $3.53M | 0.00% | +509,362 | New |
| Charles Schwab Investment Management Inc | 566,444 | $3.93M | 0.00% | +19,423+3.6% | Added |
| Two Sigma Advisers, LP | 598,600 | $4.15M | 0.01% | +410,900+218.9% | Added |
| Millennium Management LLC | 665,362 | $4.61M | 0.00% | +619,772+1,359.4% | Added |
| Morgan Stanley | 692,371 | $4.80M | 0.00% | +233,486+50.9% | Added |
| Bank of New York Mellon Corp | 908,159 | $6.29M | 0.00% | +37,190+4.3% | Added |
| First Trust Advisors LP | 1,059,064 | $7.34M | 0.01% | +793,674+299.1% | Added |
| Goldman Sachs Group Inc | 1,204,394 | $8.35M | 0.00% | +107,375+9.8% | Added |
| Geode Capital Management, LLC | 1,505,612 | $10.4M | 0.00% | +50,966+3.5% | Added |
| State Street Corp | 1,515,863 | $10.7M | 0.00% | −39,071−2.5% | Reduced |
| Citadel Advisors LLC | 1,549,742 | $10.7M | 0.01% | +322,561+26.3% | Added |
| Two Sigma Investments, LP | 1,656,893 | $11.5M | 0.03% | +453,779+37.7% | Added |
| Renaissance Technologies LLC | 1,712,900 | $11.9M | 0.02% | +199,900+13.2% | Added |
| Northern Trust Corp | 4,351,500 | $30.2M | 0.01% | +541,751+14.2% | Added |
| BlackRock Inc. | 4,822,027 | $33.4M | 0.00% | +343,006+7.7% | Added |
| Platinum Equity, LLC | 4,894,101 | $33.9M | 21.22% | 00.0% | Unchanged |
| FMR LLC | 8,207,743 | $56.9M | 0.00% | −18,140−0.2% | Reduced |
| Vanguard Group Inc | 8,609,164 | $59.7M | 0.00% | +225,157+2.7% | Added |
| HRT Financial LP | 0 | $0 | 0.00% | −297,345−100.0% | Sold out |
| Azora Capital LP | 0 | $0 | 0.00% | −195,308−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −153,200−100.0% | Sold out |
| Nishkama Capital, LLC | 0 | $0 | 0.00% | −132,365−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −93,198−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −45,680−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −40,900−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −28,345−100.0% | Sold out |