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, Q3 2024
Institutional positions in UWM Holdings Corp as of Sep 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
- 219
- +29 vs. Q2 2024
- Shares held
- 72.9M
- +24.5M (+50.5%) vs. Q2 2024
- Total value
- $621.0M
- +$284.9M (+84.8%) vs. Q2 2024
- New holders
- 50
- 84 more added
- Sold out
- 21
- 52 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding UWM Holdings Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| PrairieView Partners, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1 | $0 | 0.00% | +1 | New |
| Skopos Labs, Inc. | 1 | $9 | 0.00% | +1 | New |
| Delos Wealth Advisors, LLC | 10 | $86 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 13 | $111 | 0.00% | +11+550.0% | Added |
| True Wealth Design, LLC | 36 | $307 | 0.00% | +36 | New |
| Nemes Rush Group LLC | 84 | $610 | 0.00% | +84 | New |
| Continuum Advisory, LLC | 118 | $677 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 96 | $818 | 0.00% | +10+11.6% | Added |
| Newbridge Financial Services Group, Inc. | 100 | $852 | 0.00% | −100−50.0% | Reduced |
| Painted Porch Advisors LLC | 115 | $980 | 0.00% | +115 | New |
| Smartleaf Asset Management LLC | 117 | $981 | 0.00% | +117 | New |
| Ci Investments Inc. | 157 | $1.00K | 0.00% | −1−0.6% | Reduced |
| Clearstead Advisors, LLC | 140 | $1.19K | 0.00% | +2+1.4% | Added |
| Farther Finance Advisors, LLC | 156 | $1.33K | 0.00% | −300−65.8% | Reduced |
| Cornerstone Planning Group LLC | 216 | $1.41K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 270 | $2.30K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 292 | $2.49K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 304 | $2.59K | 0.00% | +304 | New |
| Capital Performance Advisors LLP | 308 | $2.62K | 0.00% | +308 | New |
| SRS Capital Advisors, Inc. | 362 | $3.08K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 387 | $3.30K | 0.00% | +387 | New |
| Cedar Mountain Advisors, LLC | 450 | $3.83K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 502 | $4.28K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 550 | $4.69K | 0.00% | +350+175.0% | Added |
| EverSource Wealth Advisors, LLC | 582 | $4.96K | 0.00% | +376+182.5% | Added |
| Steward Partners Investment Advisory, LLC | 642 | $5.47K | 0.00% | +9+1.4% | Added |
| Fortitude Family Office, LLC | 774 | $6.59K | 0.00% | 00.0% | Unchanged |
| nVerses Capital, LLC | 800 | $6.82K | 0.00% | +800 | New |
| Voisard Asset Management Group, Inc. | 955 | $8.14K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,000 | $8.52K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 1,000 | $8.52K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 1,000 | $8.52K | 0.00% | +1,000 | New |
| Sunbelt Securities, Inc. | 1,011 | $8.61K | 0.00% | +14+1.4% | Added |
| DHJJ Financial Advisors, Ltd. | 1,133 | $9.65K | 0.00% | +15+1.3% | Added |
| Coston, McIsaac & Partners | 1,333 | $11.0K | 0.00% | +17+1.3% | Added |
| Allworth Financial LP | 1,315 | $11.2K | 0.00% | +596+82.9% | Added |
| GWM Advisors LLC | 1,341 | $11.4K | 0.00% | +1+0.1% | Added |
| Principal Securities, Inc. | 1,386 | $11.8K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 1,464 | $12.5K | 0.00% | −52−3.4% | Reduced |
| Hexagon Capital Partners LLC | 1,469 | $12.5K | 0.00% | +892+154.6% | Added |
| American National Bank | 1,500 | $12.8K | 0.00% | 00.0% | Unchanged |
| Amundi | 1,848 | $13.5K | 0.00% | +1,848 | New |
| GAMMA Investing LLC | 1,826 | $15.6K | 0.00% | +19+1.1% | Added |
| Federation des caisses Desjardins du Quebec | 2,000 | $17.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 2,099 | $17.9K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,229 | $19.0K | 0.00% | −103−4.4% | Reduced |
| Hantz Financial Services, Inc. | 2,228 | $19.0K | 0.00% | −425−16.0% | Reduced |
| Sterling Capital Management LLC | 2,302 | $19.6K | 0.00% | +2,302 | New |
| Coppell Advisory Solutions LLC | 2,357 | $19.8K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 2,535 | $21.0K | 0.01% | +34+1.4% | Added |
| Quest Partners LLC | 3,096 | $26.4K | 0.00% | −87,247−96.6% | Reduced |
| CIBC Private Wealth Group, LLC | 3,101 | $26.4K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 3,538 | $30.1K | 0.00% | +3,528+35,280.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 3,564 | $30.4K | 0.00% | −399−10.1% | Reduced |
| IFP Advisors, Inc | 3,788 | $32.3K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 4,601 | $39.2K | 0.00% | −91−1.9% | Reduced |
| US Bancorp | 4,690 | $40.0K | 0.00% | +155+3.4% | Added |
| Atlas Capital Advisors LLC | 5,046 | $43.0K | 0.01% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 5,265 | $44.9K | 0.00% | −1,098−17.3% | Reduced |
| Alpine Bank Wealth Management | 5,358 | $45.6K | 0.01% | +5,358 | New |
| Amalgamated Bank | 5,851 | $50.0K | 0.00% | −11,440−66.2% | Reduced |
| Signaturefd, LLC | 6,515 | $55.5K | 0.00% | +1,135+21.1% | Added |
| Quadrant Capital Group LLC | 7,070 | $60.2K | 0.00% | +227+3.3% | Added |
| The PNC Financial Services Group, Inc. | 7,606 | $64.8K | 0.00% | +777+11.4% | Added |
| Advisory Services Network, LLC | 10,972 | $76.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 9,766 | $83.2K | 0.00% | +8,216+530.1% | Added |
| Brinker Capital Investments, LLC | 10,025 | $85.4K | 0.00% | +10,025 | New |
| Orion Portfolio Solutions, LLC | 10,025 | $85.4K | 0.00% | +10,025 | New |
| Pathstone Holdings, LLC | 10,113 | $86.2K | 0.00% | −101−1.0% | Reduced |
| CI Private Wealth, LLC | 10,115 | $86.2K | 0.00% | +10,115 | New |
| Arkadios Wealth Advisors | 10,141 | $86.4K | 0.00% | −6,500−39.1% | Reduced |
| Good Life Advisors, LLC | 10,230 | $87.2K | 0.01% | +116+1.1% | Added |
| Ieq Capital, LLC | 10,360 | $88.3K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 10,408 | $88.7K | 0.01% | 00.0% | Unchanged |
| Cerity Partners LLC | 10,548 | $89.9K | 0.00% | +25+0.2% | Added |
| Pitcairn Co | 10,820 | $92.2K | 0.01% | −1,253−10.4% | Reduced |
| Parallel Advisors, LLC | 11,416 | $97.3K | 0.00% | +1,921+20.2% | Added |
| HB Wealth Management, LLC | 11,422 | $97.3K | 0.00% | −102−0.9% | Reduced |
| JustInvest LLC | 11,627 | $99.1K | 0.00% | +405+3.6% | Added |
| Quantinno Capital Management LP | 12,419 | $105.8K | 0.00% | +12,419 | New |
| McAdam, LLC | 13,241 | $112.8K | 0.01% | +520+4.1% | Added |
| Royal Bank of Canada | 13,400 | $114.0K | 0.00% | −1,315−8.9% | Reduced |
| Quent Capital, LLC | 13,497 | $114.3K | 0.01% | +31+0.2% | Added |
| Frank, Rimerman Advisors LLC | 13,479 | $114.8K | 0.01% | +19+0.1% | Added |
| Ameriprise Financial Inc | 13,868 | $118.6K | 0.00% | +2,536+22.4% | Added |
| CWM, LLC | 14,243 | $121.0K | 0.00% | +7,772+120.1% | Added |
| Commerce Bank | 14,301 | $121.8K | 0.00% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 18,645 | $122.9K | 0.01% | +97+0.5% | Added |
| LJI Wealth Management, LLC | 15,160 | $129.2K | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 15,180 | $129.3K | 0.00% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 15,407 | $132.8K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 15,787 | $134.5K | 0.00% | +15,787 | New |
| PEAK6 Investments LLC | 15,852 | $135.1K | 0.01% | +15,852 | New |
| Victory Capital Management Inc | 16,842 | $143.5K | 0.00% | −6,541−28.0% | Reduced |
| Sherbrooke Park Advisers LLC | 17,063 | $145.4K | 0.03% | +17,063 | New |
| Pinkerton Retirement Specialists, LLC | 17,203 | $146.6K | 0.02% | +17,203 | New |
| Wedmont Private Capital | 20,113 | $148.0K | 0.01% | +1,963+10.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,158 | $154.7K | 0.00% | 00.0% | Unchanged |
| DDFG, Inc | 18,586 | $158.4K | 0.05% | +263+1.4% | Added |