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 |
|---|---|---|---|---|---|
| Parkside Financial Bank & Trust | 292 | $2.49K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 270 | $2.30K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 216 | $1.41K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 156 | $1.33K | 0.00% | −300−65.8% | Reduced |
| Clearstead Advisors, LLC | 140 | $1.19K | 0.00% | +2+1.4% | Added |
| Ci Investments Inc. | 157 | $1.00K | 0.00% | −1−0.6% | Reduced |
| Smartleaf Asset Management LLC | 117 | $981 | 0.00% | +117 | New |
| Painted Porch Advisors LLC | 115 | $980 | 0.00% | +115 | New |
| Newbridge Financial Services Group, Inc. | 100 | $852 | 0.00% | −100−50.0% | Reduced |
| Mather Group, LLC. | 96 | $818 | 0.00% | +10+11.6% | Added |
| Continuum Advisory, LLC | 118 | $677 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 84 | $610 | 0.00% | +84 | New |
| True Wealth Design, LLC | 36 | $307 | 0.00% | +36 | New |
| MV Capital Management, Inc. | 13 | $111 | 0.00% | +11+550.0% | Added |
| Delos Wealth Advisors, LLC | 10 | $86 | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 1 | $9 | 0.00% | +1 | New |
| PrairieView Partners, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1 | $0 | 0.00% | +1 | New |
| International Assets Investment Management, LLC | 63,900 | – | – | +56,400+752.0% | Added |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −165,137−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −107,425−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −70,337−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −61,144−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −59,200−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −58,466−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −44,400−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −31,085−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −28,977−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −20,070−100.0% | Sold out |
| Raymond James & Associates | 0 | $0 | 0.00% | −17,645−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −16,940−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −16,849−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −16,471−100.0% | Sold out |
| Xponance, Inc. | 0 | $0 | 0.00% | −11,032−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −10,300−100.0% | Sold out |
| Financial Counselors Inc | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| VisionPoint Advisory Group, LLC | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| Trust Co of Vermont | 0 | $0 | 0.00% | −190−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −190−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |