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, Q4 2024
Institutional positions in UWM Holdings Corp as of Dec 31, 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
- 225
- +9 vs. Q3 2024
- Shares held
- 85.9M
- +13.1M (+18.0%) vs. Q3 2024
- Total value
- $503.6M
- −$116.0M (−18.7%) vs. Q3 2024
- New holders
- 52
- 87 more added
- Sold out
- 43
- 65 more reduced
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding UWM Holdings Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| PrairieView Partners, LLC | 11 | $0 | 0.00% | +1+10.0% | Added |
| Covestor Ltd | 5 | $0 | 0.00% | +4+400.0% | Added |
| Hemington Wealth Management | 2 | $0 | 0.00% | +2 | New |
| Delos Wealth Advisors, LLC | 10 | $59 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 13 | $76 | 0.00% | +13 | New |
| National Bank of Canada | 28 | $164 | 0.00% | +28 | New |
| Sierra Ocean, LLC | 64 | $376 | 0.00% | +64 | New |
| WPG Advisers, LLC | 76 | $446 | 0.00% | +76 | New |
| Allworth Financial LP | 82 | $505 | 0.00% | −1,233−93.8% | Reduced |
| Mather Group, LLC. | 89 | $522 | 0.00% | −7−7.3% | Reduced |
| Continuum Advisory, LLC | 118 | $693 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 130 | $764 | 0.00% | +130 | New |
| Clearstead Advisors, LLC | 142 | $833 | 0.00% | +2+1.4% | Added |
| Massmutual Trust Co FSB | 153 | $898 | 0.00% | +153 | New |
| Ci Investments Inc. | 160 | $1.00K | 0.00% | +3+1.9% | Added |
| True Wealth Design, LLC | 179 | $1.05K | 0.00% | +143+397.2% | Added |
| Larson Financial Group LLC | 188 | $1.10K | 0.00% | +188 | New |
| Tradewinds Capital Management, LLC | 200 | $1.17K | 0.00% | −350−63.6% | Reduced |
| Farther Finance Advisors, LLC | 256 | $1.50K | 0.00% | +100+64.1% | Added |
| CoreCap Advisors, LLC | 263 | $1.54K | 0.00% | −3,275−92.6% | Reduced |
| Skopos Labs, Inc. | 279 | $1.64K | 0.00% | +278+27,800.0% | Added |
| GWM Advisors LLC | 280 | $1.64K | 0.00% | −1,061−79.1% | Reduced |
| WealthCollab, LLC | 330 | $1.94K | 0.00% | +330 | New |
| JPMorgan Chase & Co | 361 | $2.12K | 0.00% | −83,921−99.6% | Reduced |
| Parkside Financial Bank & Trust | 396 | $2.33K | 0.00% | +104+35.6% | Added |
| Plante Moran Financial Advisors, LLC | 408 | $2.40K | 0.00% | −10,000−96.1% | Reduced |
| Cedar Mountain Advisors, LLC | 456 | $2.68K | 0.00% | +6+1.3% | Added |
| Global Financial Private Client, LLC | 502 | $2.95K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 541 | $3.18K | 0.00% | +179+49.4% | Added |
| Smartleaf Asset Management LLC | 581 | $3.33K | 0.00% | +464+396.6% | Added |
| Steward Partners Investment Advisory, LLC | 651 | $3.82K | 0.00% | +9+1.4% | Added |
| MAI Capital Management | 678 | $3.98K | 0.00% | +678 | New |
| Geneos Wealth Management Inc. | 759 | $4.46K | 0.00% | +759 | New |
| Fortitude Family Office, LLC | 774 | $4.54K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 797 | $4.68K | 0.00% | +527+195.2% | Added |
| SBI Securities Co., Ltd. | 807 | $4.74K | 0.00% | +807 | New |
| Spire Wealth Management | 1,000 | $5.87K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 1,000 | $5.87K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 1,064 | $6.25K | 0.00% | +1,064 | New |
| DHJJ Financial Advisors, Ltd. | 1,149 | $6.75K | 0.00% | +16+1.4% | Added |
| Coston, McIsaac & Partners | 1,352 | $7.00K | 0.00% | +19+1.4% | Added |
| Lindbrook Capital, LLC | 1,224 | $7.18K | 0.00% | −1,005−45.1% | Reduced |
| Corebridge Financial, Inc. | 1,400 | $8.22K | 0.00% | −64−4.4% | Reduced |
| American National Bank | 1,500 | $8.80K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 1,543 | $9.06K | 0.00% | −3,722−70.7% | Reduced |
| Ronald Blue Trust, Inc. | 1,711 | $10.0K | 0.00% | −32,284−95.0% | Reduced |
| EverSource Wealth Advisors, LLC | 1,738 | $10.2K | 0.00% | +1,156+198.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 1,774 | $10.4K | 0.00% | −1,790−50.2% | Reduced |
| Amundi | 1,848 | $10.5K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 1,937 | $11.1K | 0.00% | −420−17.8% | Reduced |
| Hexagon Capital Partners LLC | 2,072 | $12.2K | 0.00% | +603+41.0% | Added |
| Whittier Trust Co | 2,099 | $12.3K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 2,570 | $15.0K | 0.01% | +35+1.4% | Added |
| Newbridge Financial Services Group, Inc. | 2,600 | $15.3K | 0.00% | +2,500+2,500.0% | Added |
| Hantz Financial Services, Inc. | 2,738 | $16.0K | 0.00% | +510+22.9% | Added |
| Sterling Capital Management LLC | 2,819 | $16.5K | 0.00% | +517+22.5% | Added |
| GAMMA Investing LLC | 2,905 | $17.1K | 0.00% | +1,079+59.1% | Added |
| CIBC Private Wealth Group, LLC | 3,101 | $17.6K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 3,466 | $20.3K | 0.00% | −3,049−46.8% | Reduced |
| IFP Advisors, Inc | 3,916 | $23.0K | 0.00% | +128+3.4% | Added |
| Quadrant Capital Group LLC | 4,078 | $23.9K | 0.00% | −2,992−42.3% | Reduced |
| MetLife Investment Management | 4,511 | $26.5K | 0.00% | −90−2.0% | Reduced |
| US Bancorp | 4,694 | $27.6K | 0.00% | +4+0.1% | Added |
| Amalgamated Bank | 5,851 | $34.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 6,216 | $36.5K | 0.00% | −1,390−18.3% | Reduced |
| Deutsche Bank AG | 6,455 | $37.9K | 0.00% | +6,455 | New |
| Parallel Advisors, LLC | 9,466 | $55.6K | 0.00% | −1,950−17.1% | Reduced |
| Arkadios Wealth Advisors | 10,141 | $59.5K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 10,877 | $63.8K | 0.00% | −750−6.5% | Reduced |
| Good Life Advisors, LLC | 10,948 | $64.3K | 0.00% | +718+7.0% | Added |
| CWM, LLC | 11,994 | $70.0K | 0.00% | −2,249−15.8% | Reduced |
| LJI Wealth Management, LLC | 12,000 | $70.4K | 0.01% | −3,160−20.8% | Reduced |
| Quent Capital, LLC | 12,259 | $72.0K | 0.01% | −1,238−9.2% | Reduced |
| Kestra Advisory Services, LLC | 12,271 | $72.0K | 0.00% | +12,271 | New |
| TownSquare Capital, LLC | 12,340 | $72.4K | 0.00% | +12,340 | New |
| Sanctuary Advisors, LLC | 12,105 | $76.9K | 0.00% | +12,105 | New |
| Aigen Investment Management, LP | 13,242 | $77.7K | 0.01% | −5,670−30.0% | Reduced |
| Teza Capital Management LLC | 13,379 | $78.5K | 0.01% | −7,078−34.6% | Reduced |
| Private Advisor Group, LLC | 13,848 | $81.3K | 0.00% | −8,735−38.7% | Reduced |
| HB Wealth Management, LLC | 14,053 | $82.5K | 0.00% | +2,631+23.0% | Added |
| SEI Investments Co | 14,049 | $82.5K | 0.00% | +14,049 | New |
| Royal Bank of Canada | 14,060 | $83.0K | 0.00% | +660+4.9% | Added |
| Commerce Bank | 14,301 | $83.9K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 15,244 | $89.5K | 0.00% | +64+0.4% | Added |
| Evergreen Capital Management LLC | 15,407 | $91.9K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 15,787 | $92.7K | 0.00% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 17,875 | $104.9K | 0.04% | −3,900−17.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,158 | $106.6K | 0.00% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 18,545 | $109.0K | 0.01% | −100−0.5% | Reduced |
| DDFG, Inc | 18,836 | $110.6K | 0.03% | +250+1.3% | Added |
| Envestnet Asset Management Inc | 19,996 | $117.4K | 0.00% | −60.0% | Reduced |
| Sherbrooke Park Advisers LLC | 20,038 | $117.6K | 0.04% | +2,975+17.4% | Added |
| Victory Capital Management Inc | 20,330 | $119.3K | 0.00% | +3,488+20.7% | Added |
| Secure Asset Management, LLC | 20,339 | $119.4K | 0.02% | +20,339 | New |
| KLP Kapitalforvaltning AS | 20,300 | $120.9K | 0.00% | +20,300 | New |
| Commonwealth Equity Services, LLC | 21,035 | $123.0K | 0.00% | −5,918−22.0% | Reduced |
| Trace Wealth Advisors, LLC | 22,500 | $132.1K | 0.12% | +22,500 | New |
| Bryn Mawr Trust Co | 23,361 | $137.1K | 0.00% | −4,682−16.7% | Reduced |
| Creative Planning | 24,085 | $141.4K | 0.00% | −24,878−50.8% | Reduced |
| Engineers Gate Manager LP | 24,358 | $143.0K | 0.00% | −8,633−26.2% | Reduced |