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 |
|---|---|---|---|---|---|
| Aigen Investment Management, LP | 18,912 | $161.1K | 0.03% | −11,358−37.5% | Reduced |
| Citigroup Inc | 18,957 | $161.5K | 0.00% | −27,190−58.9% | Reduced |
| SG Americas Securities, LLC | 19,301 | $164.0K | 0.00% | −220,529−92.0% | Reduced |
| Envestnet Asset Management Inc | 20,002 | $170.4K | 0.00% | −549−2.7% | Reduced |
| Teza Capital Management LLC | 20,457 | $174.3K | 0.02% | −10,237−33.4% | Reduced |
| FORA Capital, LLC | 21,493 | $183.1K | 0.02% | +21,493 | New |
| Fortem Financial Group, LLC | 21,775 | $185.5K | 0.08% | −2,850−11.6% | Reduced |
| Private Advisor Group, LLC | 22,583 | $192.4K | 0.00% | −2,831−11.1% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 22,984 | $195.8K | 0.03% | +487+2.2% | Added |
| Intech Investment Management LLC | 23,241 | $198.0K | 0.00% | +10,913+88.5% | Added |
| Mercer Global Advisors Inc | 23,833 | $198.5K | 0.00% | −924−3.7% | Reduced |
| Sigma Planning Corp | 24,497 | $208.7K | 0.01% | +25+0.1% | Added |
| Bank of Montreal | 25,687 | $215.5K | 0.00% | +25,687 | New |
| Arizona State Retirement System | 25,973 | $221.3K | 0.00% | +839+3.3% | Added |
| Barclays PLC | 26,022 | $221.7K | 0.00% | +21,579+485.7% | Added |
| Price T Rowe Associates Inc | 25,953 | $222.0K | 0.00% | +3,132+13.7% | Added |
| State Board of Administration of Florida Retirement System | 26,720 | $227.7K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 26,953 | $230.0K | 0.00% | +7,184+36.3% | Added |
| Ronald Blue Trust, Inc. | 33,995 | $235.6K | 0.00% | +17,545+106.7% | Added |
| Allspring Global Investments Holdings, LLC | 28,043 | $238.9K | 0.00% | −12,300−30.5% | Reduced |
| Bryn Mawr Trust Co | 28,043 | $238.9K | 0.00% | +28,043 | New |
| Bleakley Financial Group, LLC | 28,989 | $247.0K | 0.01% | +120.0% | Added |
| Advisor Group Holdings, Inc. | 29,362 | $250.2K | 0.00% | −570−1.9% | Reduced |
| Counterpoint Mutual Funds LLC | 29,479 | $251.2K | 0.05% | +29,479 | New |
| ClearAlpha Technologies LP | 29,798 | $253.9K | 0.11% | +29,798 | New |
| Brevan Howard Capital Management LP | 30,253 | $257.8K | 0.01% | +5,807+23.8% | Added |
| EntryPoint Capital, LLC | 30,298 | $258.1K | 0.15% | +30,298 | New |
| Procyon Private Wealth Partners, LLC | 30,437 | $259.3K | 0.02% | +60.0% | Added |
| Taylor & Morgan Wealth Management, LLC | 31,485 | $268.3K | 0.18% | +422+1.4% | Added |
| Cresset Asset Management, LLC | 31,179 | $268.8K | 0.00% | −10,000−24.3% | Reduced |
| GTS Securities LLC | 31,729 | $270.3K | 0.01% | +18,341+137.0% | Added |
| Deerfield Management Company, L.P. (Series C) | 32,544 | $277.3K | 0.00% | +32,544 | New |
| Engineers Gate Manager LP | 32,991 | $281.1K | 0.01% | +32,991 | New |
| Occudo Quantitative Strategies LP | 33,837 | $288.3K | 0.05% | +33,837 | New |
| Voya Investment Management LLC | 34,084 | $290.4K | 0.00% | −2,224−6.1% | Reduced |
| Capstone Investment Advisors, LLC | 34,254 | $291.8K | 0.01% | +34,254 | New |
| Public Employees Retirement System of Ohio | 34,256 | $291.9K | 0.00% | −1,706−4.7% | Reduced |
| X-Square Capital, LLC | 35,000 | $298.0K | 0.13% | +35,000 | New |
| Cetera Investment Advisers | 35,002 | $298.2K | 0.00% | +6,248+21.7% | Added |
| Penserra Capital Management LLC | 37,220 | $317.0K | 0.01% | −979−2.6% | Reduced |
| Janus Henderson Group PLC | 38,813 | $330.9K | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 39,299 | $334.8K | 0.00% | −179,367−82.0% | Reduced |
| Group One Trading, L.P. | 39,756 | $338.7K | 0.01% | +39,756 | New |
| Quadrature Capital Ltd | 40,984 | $349.4K | 0.01% | −49,834−54.9% | Reduced |
| Treasurer of the State of North Carolina | 41,213 | $351.0K | 0.00% | +170+0.4% | Added |
| Lebenthal Global Advisors, LLC | 41,974 | $357.6K | 0.07% | −20,525−32.8% | Reduced |
| 180 Wealth Advisors, LLC | 45,906 | $391.1K | 0.06% | −1,195−2.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 48,882 | $416.5K | 0.00% | −346−0.7% | Reduced |
| Creative Planning | 48,963 | $417.2K | 0.00% | +14,589+42.4% | Added |
| New York State Common Retirement Fund | 49,890 | $425.1K | 0.00% | +3,000+6.4% | Added |
| Wolverine Trading, LLC | 51,766 | $434.3K | 0.01% | +36,434+237.6% | Added |
| TriaGen Wealth Management LLC | 53,207 | $453.3K | 0.15% | +53,207 | New |
| Y-Intercept (Hong Kong) Ltd | 54,678 | $465.9K | 0.03% | +54,678 | New |
| Point72 (DIFC) Ltd | 56,037 | $477.4K | 0.04% | +56,037 | New |
| Wells Fargo & Company | 59,121 | $503.7K | 0.00% | +22,979+63.6% | Added |
| Mariner, LLC | 61,329 | $522.5K | 0.00% | +2,138+3.6% | Added |
| Corton Capital Inc. | 62,125 | $529.3K | 0.26% | −24,783−28.5% | Reduced |
| Marshall Wace, LLP | 62,204 | $530.0K | 0.00% | −26,121−29.6% | Reduced |
| Prana Capital Management, LP | 63,336 | $539.6K | 0.02% | +63,336 | New |
| Jane Street Group, LLC | 64,364 | $548.4K | 0.00% | +37,926+143.5% | Added |
| Neo Ivy Capital Management | 79,814 | $680.0K | 0.22% | +79,814 | New |
| IMC-Chicago, LLC | 82,883 | $706.2K | 0.02% | +28,711+53.0% | Added |
| JPMorgan Chase & Co | 84,282 | $718.1K | 0.00% | −63,720−43.1% | Reduced |
| California State Teachers Retirement System | 85,631 | $729.6K | 0.00% | −2,340−2.7% | Reduced |
| Legal & General Group Plc | 94,617 | $806.1K | 0.00% | +4,686+5.2% | Added |
| Integrated Investment Consultants, LLC | 100,688 | $857.9K | 0.19% | +7,334+7.9% | Added |
| STRS Ohio | 101,261 | $862.7K | 0.00% | +101,261 | New |
| PDT Partners, LLC | 103,581 | $882.5K | 0.08% | +66,773+181.4% | Added |
| Rhumbline Advisers | 104,538 | $890.6K | 0.00% | +12,574+13.7% | Added |
| Vident Advisory, LLC | 115,718 | $985.9K | 0.02% | +20,163+21.1% | Added |
| Point72 Asset Management, L.P. | 125,004 | $1.07M | 0.00% | +125,004 | New |
| Walleye Trading LLC | 144,595 | $1.23M | 0.03% | +144,595 | New |
| Chartwell Investment Partners, LLC | 145,915 | $1.24M | 0.04% | −60,000−29.1% | Reduced |
| Verition Fund Management LLC | 159,666 | $1.36M | 0.01% | +130,439+446.3% | Added |
| UBS Group AG | 160,318 | $1.37M | 0.00% | −68,682−30.0% | Reduced |
| UBS Asset Management Americas Inc | 169,516 | $1.44M | 0.00% | −22,716−11.8% | Reduced |
| Swiss National Bank | 176,600 | $1.50M | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 179,298 | $1.53M | 0.16% | +140,830+366.1% | Added |
| Dimensional Fund Advisors LP | 191,759 | $1.63M | 0.00% | +14,243+8.0% | Added |
| Holocene Advisors, LP | 201,827 | $1.72M | 0.01% | −218,921−52.0% | Reduced |
| Carrera Capital Advisors | 200,369 | $1.73M | 0.42% | +200,369 | New |
| Tudor Investment Corp Et Al | 202,921 | $1.73M | 0.02% | +202,921 | New |
| LPL Financial LLC | 213,129 | $1.82M | 0.00% | +103,714+94.8% | Added |
| Gsa Capital Partners LLP | 230,455 | $1.96M | 0.15% | +86,356+59.9% | Added |
| AQR Capital Management LLC | 239,818 | $2.03M | 0.00% | −19,065−7.4% | Reduced |
| Nuveen Asset Management, LLC | 242,653 | $2.07M | 0.00% | −41,218−14.5% | Reduced |
| Walleye Capital LLC | 253,508 | $2.16M | 0.02% | +242,951+2,301.3% | Added |
| Quantbot Technologies LP | 273,728 | $2.33M | 0.09% | +150,981+123.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 284,985 | $2.43M | 0.01% | +500.0% | Added |
| Two Sigma Advisers, LP | 335,000 | $2.85M | 0.01% | −263,600−44.0% | Reduced |
| First Trust Advisors LP | 377,698 | $3.22M | 0.00% | −681,366−64.3% | Reduced |
| D. E. Shaw & Co., Inc. | 380,176 | $3.24M | 0.00% | −129,186−25.4% | Reduced |
| Bank of Nova Scotia | 411,489 | $3.51M | 0.01% | +207,136+101.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 415,656 | $3.54M | 0.02% | +149,216+56.0% | Added |
| Squarepoint Ops LLC | 426,274 | $3.63M | 0.01% | +83,952+24.5% | Added |
| Cubist Systematic Strategies, LLC | 427,492 | $3.64M | 0.06% | +427,492 | New |
| Toroso Investments, LLC | 449,907 | $3.83M | 0.04% | +449,907 | New |
| Charles Schwab Investment Management Inc | 574,290 | $4.89M | 0.00% | +7,846+1.4% | Added |
| Invesco Ltd. | 608,824 | $5.19M | 0.00% | +163,749+36.8% | Added |
| Voloridge Investment Management, LLC | 636,800 | $5.43M | 0.02% | +636,800 | New |