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 |
|---|---|---|---|---|---|
| Commonwealth Equity Services, LLC | 26,953 | $230.0K | 0.00% | +7,184+36.3% | Added |
| State Board of Administration of Florida Retirement System | 26,720 | $227.7K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 25,953 | $222.0K | 0.00% | +3,132+13.7% | Added |
| Barclays PLC | 26,022 | $221.7K | 0.00% | +21,579+485.7% | Added |
| Arizona State Retirement System | 25,973 | $221.3K | 0.00% | +839+3.3% | Added |
| Bank of Montreal | 25,687 | $215.5K | 0.00% | +25,687 | New |
| Sigma Planning Corp | 24,497 | $208.7K | 0.01% | +25+0.1% | Added |
| Mercer Global Advisors Inc | 23,833 | $198.5K | 0.00% | −924−3.7% | Reduced |
| Intech Investment Management LLC | 23,241 | $198.0K | 0.00% | +10,913+88.5% | Added |
| Patriot Financial Group Insurance Agency, LLC | 22,984 | $195.8K | 0.03% | +487+2.2% | Added |
| Private Advisor Group, LLC | 22,583 | $192.4K | 0.00% | −2,831−11.1% | Reduced |
| Fortem Financial Group, LLC | 21,775 | $185.5K | 0.08% | −2,850−11.6% | Reduced |
| FORA Capital, LLC | 21,493 | $183.1K | 0.02% | +21,493 | New |
| Teza Capital Management LLC | 20,457 | $174.3K | 0.02% | −10,237−33.4% | Reduced |
| Envestnet Asset Management Inc | 20,002 | $170.4K | 0.00% | −549−2.7% | Reduced |
| SG Americas Securities, LLC | 19,301 | $164.0K | 0.00% | −220,529−92.0% | Reduced |
| Citigroup Inc | 18,957 | $161.5K | 0.00% | −27,190−58.9% | Reduced |
| Aigen Investment Management, LP | 18,912 | $161.1K | 0.03% | −11,358−37.5% | Reduced |
| DDFG, Inc | 18,586 | $158.4K | 0.05% | +263+1.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,158 | $154.7K | 0.00% | 00.0% | Unchanged |
| Wedmont Private Capital | 20,113 | $148.0K | 0.01% | +1,963+10.8% | Added |
| Pinkerton Retirement Specialists, LLC | 17,203 | $146.6K | 0.02% | +17,203 | New |
| Sherbrooke Park Advisers LLC | 17,063 | $145.4K | 0.03% | +17,063 | New |
| Victory Capital Management Inc | 16,842 | $143.5K | 0.00% | −6,541−28.0% | Reduced |
| PEAK6 Investments LLC | 15,852 | $135.1K | 0.01% | +15,852 | New |
| Pictet Asset Management Holding SA | 15,787 | $134.5K | 0.00% | +15,787 | New |
| Evergreen Capital Management LLC | 15,407 | $132.8K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 15,180 | $129.3K | 0.00% | 00.0% | Unchanged |
| LJI Wealth Management, LLC | 15,160 | $129.2K | 0.03% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 18,645 | $122.9K | 0.01% | +97+0.5% | Added |
| Commerce Bank | 14,301 | $121.8K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 14,243 | $121.0K | 0.00% | +7,772+120.1% | Added |
| Ameriprise Financial Inc | 13,868 | $118.6K | 0.00% | +2,536+22.4% | Added |
| Frank, Rimerman Advisors LLC | 13,479 | $114.8K | 0.01% | +19+0.1% | Added |
| Quent Capital, LLC | 13,497 | $114.3K | 0.01% | +31+0.2% | Added |
| Royal Bank of Canada | 13,400 | $114.0K | 0.00% | −1,315−8.9% | Reduced |
| McAdam, LLC | 13,241 | $112.8K | 0.01% | +520+4.1% | Added |
| Quantinno Capital Management LP | 12,419 | $105.8K | 0.00% | +12,419 | New |
| JustInvest LLC | 11,627 | $99.1K | 0.00% | +405+3.6% | Added |
| HB Wealth Management, LLC | 11,422 | $97.3K | 0.00% | −102−0.9% | Reduced |
| Parallel Advisors, LLC | 11,416 | $97.3K | 0.00% | +1,921+20.2% | Added |
| Pitcairn Co | 10,820 | $92.2K | 0.01% | −1,253−10.4% | Reduced |
| Cerity Partners LLC | 10,548 | $89.9K | 0.00% | +25+0.2% | Added |
| Plante Moran Financial Advisors, LLC | 10,408 | $88.7K | 0.01% | 00.0% | Unchanged |
| Ieq Capital, LLC | 10,360 | $88.3K | 0.00% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 10,230 | $87.2K | 0.01% | +116+1.1% | Added |
| Arkadios Wealth Advisors | 10,141 | $86.4K | 0.00% | −6,500−39.1% | Reduced |
| CI Private Wealth, LLC | 10,115 | $86.2K | 0.00% | +10,115 | New |
| Pathstone Holdings, LLC | 10,113 | $86.2K | 0.00% | −101−1.0% | Reduced |
| 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 |
| Tower Research Capital LLC (TRC) | 9,766 | $83.2K | 0.00% | +8,216+530.1% | Added |
| Advisory Services Network, LLC | 10,972 | $76.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 7,606 | $64.8K | 0.00% | +777+11.4% | Added |
| Quadrant Capital Group LLC | 7,070 | $60.2K | 0.00% | +227+3.3% | Added |
| Signaturefd, LLC | 6,515 | $55.5K | 0.00% | +1,135+21.1% | Added |
| Amalgamated Bank | 5,851 | $50.0K | 0.00% | −11,440−66.2% | Reduced |
| Alpine Bank Wealth Management | 5,358 | $45.6K | 0.01% | +5,358 | New |
| Russell Investments Group, Ltd. | 5,265 | $44.9K | 0.00% | −1,098−17.3% | Reduced |
| Atlas Capital Advisors LLC | 5,046 | $43.0K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 4,690 | $40.0K | 0.00% | +155+3.4% | Added |
| MetLife Investment Management | 4,601 | $39.2K | 0.00% | −91−1.9% | Reduced |
| IFP Advisors, Inc | 3,788 | $32.3K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 3,564 | $30.4K | 0.00% | −399−10.1% | Reduced |
| CoreCap Advisors, LLC | 3,538 | $30.1K | 0.00% | +3,528+35,280.0% | Added |
| CIBC Private Wealth Group, LLC | 3,101 | $26.4K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 3,096 | $26.4K | 0.00% | −87,247−96.6% | Reduced |
| Financial Connections Group, Inc. | 2,535 | $21.0K | 0.01% | +34+1.4% | Added |
| Coppell Advisory Solutions LLC | 2,357 | $19.8K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 2,302 | $19.6K | 0.00% | +2,302 | New |
| Hantz Financial Services, Inc. | 2,228 | $19.0K | 0.00% | −425−16.0% | Reduced |
| Lindbrook Capital, LLC | 2,229 | $19.0K | 0.00% | −103−4.4% | Reduced |
| Whittier Trust Co | 2,099 | $17.9K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 2,000 | $17.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,826 | $15.6K | 0.00% | +19+1.1% | Added |
| Amundi | 1,848 | $13.5K | 0.00% | +1,848 | New |
| American National Bank | 1,500 | $12.8K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,469 | $12.5K | 0.00% | +892+154.6% | Added |
| Corebridge Financial, Inc. | 1,464 | $12.5K | 0.00% | −52−3.4% | Reduced |
| Principal Securities, Inc. | 1,386 | $11.8K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,341 | $11.4K | 0.00% | +1+0.1% | Added |
| Allworth Financial LP | 1,315 | $11.2K | 0.00% | +596+82.9% | Added |
| Coston, McIsaac & Partners | 1,333 | $11.0K | 0.00% | +17+1.3% | Added |
| DHJJ Financial Advisors, Ltd. | 1,133 | $9.65K | 0.00% | +15+1.3% | Added |
| Sunbelt Securities, Inc. | 1,011 | $8.61K | 0.00% | +14+1.4% | Added |
| 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 |
| Voisard Asset Management Group, Inc. | 955 | $8.14K | 0.00% | 00.0% | Unchanged |
| nVerses Capital, LLC | 800 | $6.82K | 0.00% | +800 | New |
| Fortitude Family Office, LLC | 774 | $6.59K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 642 | $5.47K | 0.00% | +9+1.4% | Added |
| EverSource Wealth Advisors, LLC | 582 | $4.96K | 0.00% | +376+182.5% | Added |
| Tradewinds Capital Management, LLC | 550 | $4.69K | 0.00% | +350+175.0% | Added |
| Global Financial Private Client, LLC | 502 | $4.28K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 450 | $3.83K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 387 | $3.30K | 0.00% | +387 | New |
| SRS Capital Advisors, Inc. | 362 | $3.08K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 308 | $2.62K | 0.00% | +308 | New |
| Optiver Holding B.V. | 304 | $2.59K | 0.00% | +304 | New |